Arcos Dorados Holdings Inc. ARCO
- Market cap
- $1.5B
- P/E
- 5.9×
Follow ARCO
Target Price Range
Analyst price targets
Free account| 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | 2028 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2.16 | 5.45 | 6.05 | 5.92 | 2.96 | 4.33 | 5.10 | 7.02 | 7.02 | 6.51 |
Analyst estimates 2026–2028 Powerpack |
Low Price
|
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| 6.60 | 10.80 | 10.40 | 9.22 | 8.23 | 6.82 | 8.44 | 13.00 | 13.20 | 8.52 |
High Price
|
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| 82,040 | 78,806 | 78,691 | 80,855 | 73,438 | 81,256 | 93,647 | 100,795 | 98,615 | 96,782 |
Employees
|
|||
| 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
Revenue/Emp
|
|||
| 2,929 | 3,320 | 3,082 | 2,959 | 1,984 | 2,660 | 3,619 | 4,332 | 4,470 | 4,678 |
Revenue
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| 12.23% | 13.53% | 13.43% | 12.42% | 5.82% | 12.18% | 13.61% | 13.78% | 13.12% | 12.27% |
Gross Margin
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| 139 | 183 | 85 | 119 | (132) | 78 | 226 | 278 | 259 | 341 |
EBT
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| 4.73% | 5.51% | 2.76% | 4.02% | (6.65%) | 2.92% | 6.26% | 6.42% | 5.80% | 7.30% |
EBT Margin
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| 79 | 129 | 37 | 80 | (149) | 45 | 140 | 181 | 149 | 212 |
Net Income
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| 93 | 99 | 106 | 123 | 127 | 120 | 120 | 149 | 177 | 197 |
Depreciation
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| 13.53 | 15.31 | 14.34 | 14.30 | 9.52 | 12.64 | 17.19 | 20.57 | 21.22 | 22.21 |
Revenue/Sh
|
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| 0.36 | 0.59 | 0.18 | 0.38 | (0.72) | 0.22 | 0.67 | 0.86 | 0.71 | 1.01 |
Earnings/Sh
|
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| 0.76 | 1.18 | 0.84 | 1.08 | 0.08 | 1.23 | 1.64 | 1.81 | 1.27 | 1.41 |
Cash Flow/Sh
|
|||
| (0.02) | (0.52) | (0.90) | (1.27) | (0.41) | (0.54) | (1.02) | (1.70) | (1.52) | (1.32) |
Capex/Sh
|
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| 0.74 | 0.66 | (0.07) | (0.19) | (0.33) | 0.69 | 0.62 | 0.12 | (0.25) | 0.08 |
Free CF/Sh
|
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| 1.62 | 2.29 | 1.83 | 2.04 | 0.95 | 1.05 | 1.54 | 2.45 | 2.42 | 3.67 |
Book Value/Sh
|
|||
| 217 | 217 | 215 | 207 | 208 | 210 | 211 | 211 | 211 | 211 |
Shares
|
|||
| 15.55 | 17.19 | 47.19 | 21.34 | 0.00 | 26.26 | 11.61 | 14.38 | 10.11 | 7.27 |
PE Ratio
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| 0.43 | 0.67 | 0.55 | 0.57 | 0.53 | 0.46 | 0.45 | 0.59 | 0.34 | 0.33 |
PS Ratio
|
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| 3.54 | 4.46 | 4.32 | 3.98 | 5.29 | 5.55 | 5.05 | 4.98 | 3.01 | 2.00 |
PB Ratio
|
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| 0.56 | 0.76 | 0.69 | 0.74 | 0.84 | 0.64 | 0.55 | 0.71 | 0.49 | 0.48 |
EV/Sales
|
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| 10.17 | 17.68 | (147.82) | (57.12) | (23.84) | 11.66 | 15.31 | 125.84 | (41.34) | 128.18 |
EV/FCF
|
|||
| 164 | 255 | 180 | 223 | 16 | 258 | 345 | 382 | 267 | 296 |
Op' Cash Flow
|
|||
| (4) | (113) | (194) | (262) | (86) | (113) | (214) | (358) | (319) | (279) |
Capex
|
|||
| 160 | 142 | (14) | (38) | (70) | 145 | 131 | 24 | (53) | 18 |
FCF
|
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| (103) | 47 | (29) | (190) | (88) | (78) | (75) | (236) | (298) | 23 |
Working Cap'
|
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| 580 | 634 | 631 | 640 | 777 | 744 | 731 | 744 | 779 | 1,138 |
Total Debt
|
|||
| 385 | 305 | 433 | 518 | 610 | 465 | 368 | 498 | 640 | 705 |
Net Debt
|
|||
| 352 | 496 | 393 | 422 | 198 | 221 | 324 | 517 | 509 | 772 |
Sh' Equity
|
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| 5.42% | 7.81% | 2.18% | 3.86% | (6.16%) | 1.95% | 5.62% | 6.41% | 5.03% | 6.26% |
ROA
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| 15.16% | 21.28% | 9.34% | 10.64% | (5.16%) | 12.71% | 23.87% | 19.35% | 17.65% | 15.42% |
ROIC
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| 24.69% | 30.47% | 8.29% | 19.62% | (48.24%) | 21.70% | 51.45% | 43.10% | 28.99% | 33.10% |
ROE
|
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Arcos Dorados Holdings Inc. peers in Restaurants
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| CHA Chagee Holdings Limited - Sponsored ADR | $1.4B | 11.3× | Compare |
| BJRI BJ's Restaurants, Inc. | $1.3B | 31.0× | Compare |
| WEN The Wendy's Company | $1.2B | 9.9× | Compare |
| CBRL Cracker Barrel Old Country Store, Inc. | $1.2B | 36.1× | Compare |
| Company | Market cap | P/E | Compare |
|---|---|---|---|
| BH Biglari Holdings Inc. | $1.1B | 0.0× | Compare |
| SG Sweetgreen, Inc. | $988.0M | 74.9× | Compare |
| SHAK Shake Shack, Inc. | $2.5B | 56.5× | Compare |
| WING Wingstop Inc. | $2.7B | 23.4× | Compare |
Arcos Dorados Holdings Inc. (ARCO) key facts
- Arcos Dorados Holdings Inc. (ARCO) is a Restaurants company in the Consumer Cyclical sector, listed on the New York Stock Exchange.
- Arcos Dorados Holdings Inc.’s revenue for fiscal 2025 (year ended December 2025) was $4.7 billion, up 4.66% from fiscal 2024.
- Net income was $212.1 million, or $1.01 per share (basic), a net margin of 4.53%.
- As of September 25, 2026, ARCO traded at $7.24, a market capitalization of $1.5 billion.
- At that price the stock trades at 5.9× trailing-twelve-month earnings and 0.3× sales.
- Arcos Dorados Holdings Inc. pays an annual dividend of $0.16 per share, a yield of 1.80%, with a payout ratio of 21.5%.
- Return on equity was 33.1% and debt-to-equity 1.19.
Arcos Dorados Holdings Inc. (ARCO) Latest News
20 Aug
Arcos Dorados Holdings Inc. (ARCO) released its Q2 2026 earnings call transcript covering quarterly results, operational updates, and management outlook. Earnings transcripts deliver performance data and guidance that routinely drive notable shifts in investor views and stock movement.
14 Aug
Arcos Dorados Holdings Inc reported record revenue during its Q2 2026 earnings call. Record revenue signals major positive shift in financial performance and investor outlook.
Arcos Dorados Holdings reported record Q2 digital and loyalty-driven sales that could alter the bull case for the company. Record Q2 digital and loyalty sales may moderately shift ARCO financial performance and market sentiment.
13 Aug
Arcos Dorados shares rose 7% after Q2 earnings beat expectations and revenue reached a record high. Q2 earnings beat and record revenue drove a 7% share price gain, pointing to improved financial momentum.
Arcos Dorados Holdings Inc. released Q2 earnings call highlights detailing financial results, operational metrics and forward outlook. Q2 earnings metrics and guidance can moderately shift near-term investor sentiment and valuation.
Arcos Dorados Holdings Inc. held its Q2 2026 earnings call covering financial results, revenue figures, and operational updates for its McDonald's franchise operations in Latin America and the Caribbean. Quarterly earnings releases deliver performance data that can shift near-term sentiment and valuation without guaranteeing major strategic shifts.
Arcos Dorados (ARCO) beat Q2 earnings and revenue estimates. Quarterly earnings and revenue beats typically produce moderate short-term gains in market sentiment and valuation.
Arcos Dorados Holdings Inc. (ARCO) released second quarter 2026 financial results. Quarterly earnings reports deliver performance metrics that shape near-term investor views and valuation.
20 May
Arcos Dorados Holdings Inc. discussed its Q1 2026 financial results, operational performance, and forward outlook during an earnings conference call. Quarterly earnings calls deliver key financial data and guidance that typically drive immediate stock price movements and investor repositioning.
Arcos Dorados Holdings Inc. reported Q1 2026 results on its earnings call, covering revenue, net income, same-store sales growth across Latin America, cost pressures, and updated full-year guidance for the McDonald's franchise operator. Quarterly earnings and guidance updates directly move revenue forecasts, margins, and investor sentiment for ARCO.
Arcos Dorados reported Q1 consolidated revenues of $1.05 billion, up 12% YoY, with same-store sales rising 8.5% led by Brazil and Argentina. Digital sales reached 35% of total. The company opened 15 new restaurants while noting currency pressures and expressing optimism on recovery and expansion. Q1 results and expansion updates suggest moderate influence on financial trajectory and near-term sentiment.
Arcos Dorados Holdings Inc. (ARCO) reported Q1 earnings and revenue above analyst estimates. Beating quarterly estimates typically lifts near-term share price and sentiment without altering long-term fundamentals.
Arcos Dorados Holdings Inc. released first quarter 2026 financial results. Quarterly results supply performance data that can shift near-term investor views and valuation.
4 Apr
Arcos Dorados Holdings Inc. (ARCO) missed earnings expectations but announced a dividend boost for 2026, sparking debate on investor reactions amid concerns over profitability and long-term growth signals. Earnings miss pressures short-term financial performance, balanced by dividend hike signaling future confidence.
26 Mar
Analysts posed five revealing questions during Arcos Dorados Holdings Inc.'s Q4 earnings call, probing key aspects of performance, strategy, and outlook. Revealing analyst questions from Q4 earnings call moderately influence market sentiment and perceptions of financial performance.
20 Mar
Arcos Dorados Holdings Inc. (ARCO) posted Q4 revenue growth offsetting margin pressures via tightened cost controls. Q4 revenue growth balancing margin pressures with cost controls moderately influences ARCO's financial performance and market sentiment.
19 Mar
Arcos Dorados Holdings Inc. (ARCO) reported strong digital growth alongside other key highlights in its Q4 2025 earnings call. Strong digital growth in Q4 2025 earnings signals major strategic advancements boosting ARCO's competitive position and investor sentiment.
Arcos Dorados Holdings Inc. released Q4 2025 earnings call summary covering financial results, operational highlights, and future outlook for the McDonald's operator in Latin America. Q4 earnings call summary discloses annual financial performance and strategic guidance significantly shaping investor expectations and stock trajectory.
Arcos Dorados Holdings Inc. (ARCO) reported fourth quarter and full-year 2025 financial results. Quarterly and annual earnings reports directly shape investor sentiment and stock performance through key financial metrics.
Arcos Dorados Holdings Inc. (ARCO) reported a Q4 net loss but beat revenue estimates. Quarterly loss despite revenue beat impacts financial performance and investor sentiment moderately.
Arcos Dorados Holdings Inc. (ARCO) released its Q4 earnings snapshot. Q4 earnings snapshots moderately influence financial performance perception and short-term stock movement.
17 Mar
Arcos Dorados Holdings Inc. (ARCO) reports Q4 results tomorrow, spotlighting its earnings performance for investors. Upcoming Q4 earnings report holds potential for major stock volatility and shifts in investor outlook depending on results.
12 Mar
Analysts forecast Arcos Dorados Holdings Inc. (ARCO) to report declining earnings, urging focus on key metrics like revenue trends, cost controls, and regional performance amid economic pressures. Expected earnings decline highlights potential financial weakness, moderately influencing stock performance and investor outlook.
15 Feb
Arcos Dorados Holdings Inc. (ARCO) projects stronger Q1 sales driven by robust same-store growth and digital initiatives, alongside a debt tender offer to repurchase notes, potentially enhancing investor sentiment and financial flexibility. Stronger Q1 sales outlook improves revenue trajectory and debt tender strengthens balance sheet, driving significant positive shifts in ARCO's market performance and investor views.
13 Feb
Arcos Dorados Holdings Inc. has issued a clarification regarding its expected performance for Q1 2026, addressing previous forecasts and providing updated insights into operational strategies and market conditions. The company aims to reassure investors and stakeholders about its growth trajectory amidst evolving market dynamics. The clarification on expected performance may moderately influence investor sentiment and operational strategies.
12 Feb
Arcos Dorados B.V. has announced the early results of its tender offer to purchase up to $150 million of its 6.125% Sustainability-Linked Senior Notes due 2029. The offer is part of the company's strategy to manage its debt and improve its financial position. The tender offer is set to expire on a specified date, and the company is evaluating the results to determine the next steps. The tender offer may moderately influence the company's financial performance and debt management strategy.
5 Feb
Arcos Dorados Holdings Inc. (ARCO) is highlighted as a restaurant stock to watch, alongside another unnamed company, while another stock is dismissed. The focus is on ARCO's potential growth and market positioning within the restaurant sector, suggesting it may be a favorable investment opportunity. ARCO's positioning in the restaurant sector indicates a moderately noticeable influence on its future performance.
4 Feb
Arcos Dorados Holdings Inc. (ARCO) will participate in an upcoming investor event, providing an opportunity for stakeholders to gain insights into the company's strategies and performance. The event is expected to attract attention from investors and analysts interested in the fast-food sector in Latin America. Participation in investor events can moderately influence market sentiment and provide insights into the company's future strategies.
Arcos Dorados Holdings Inc. (ARCO) has experienced notable share price momentum recently, prompting a reevaluation of its valuation. Analysts are assessing the implications of this price movement on the company's financial health and market positioning. Factors such as operational performance, competitive landscape, and broader economic conditions are being considered in this analysis, which aims to provide insights into ARCO's future prospects. Recent share price momentum indicates a moderately noticeable influence on the company's market performance and investor sentiment.
2 Feb
Arcos Dorados Holdings Inc. has announced improvements to its capital structure aimed at increasing efficiency. The company is implementing strategic financial measures to optimize its operations and enhance shareholder value. These changes are expected to strengthen its competitive position in the market and support future growth initiatives. Strategic financial improvements are likely to significantly enhance operational efficiency and investor sentiment.