Arcos Dorados Holdings Inc. (ARCO) vs BJ's Restaurants, Inc. (BJRI)

Arcos Dorados Holdings Inc. and BJ's Restaurants, Inc. are both Restaurants companies. Arcos Dorados Holdings Inc. is the larger, with a market value of $1.5B against $1.3B — 1.1× the size. Arcos Dorados Holdings Inc. trades at the lower P/E: 5.9× against 31.0×. Arcos Dorados Holdings Inc. grew revenue faster over the last twelve months: 10.8% against 3.54%. Arcos Dorados Holdings Inc. has the higher net margin (5.15% vs 2.86%) and the higher return on invested capital (16.3% vs 5.74%). Across the 21 metrics below, Arcos Dorados Holdings Inc. leads on 16 and BJ's Restaurants, Inc. on 5.

Valuation

Metric ARCO BJRI Restaurants median
P/E 5.93 30.99 22.14
P/S 0.31 0.88 0.91
P/B 1.83 3.18 2.01
Price to free cash flow 14.64 28.33 19.41
EV/EBITDA 3.64 10.46 11.48
EV/Sales 0.44 0.90 1.20
Earnings yield 16.85% 3.23% 2.30%
Free cash flow yield 6.83% 3.53% 3.92%

Profitability

Metric ARCO BJRI Restaurants median
Gross margin 12.25% 74.54% 38.77%
Operating margin 7.87% 2.74% 4.30%
Net margin 5.15% 2.86% 1.85%
Free cash flow margin 2.09% 3.12% 3.12%
Return on equity 36.30% 10.44% 3.07%
Return on assets 7.07% 4.06% 1.50%
Return on invested capital 16.31% 5.74% 3.14%

Growth

Metric ARCO BJRI Restaurants median
Revenue growth (TTM) 10.77% 3.54% 5.16%
EPS growth (last fiscal year) 42.25% 208.57% —
Revenue growth, 5-year CAGR 18.71% 12.44% 10.57%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric ARCO BJRI Restaurants median
Debt to equity 1.19 0.11 0.10
Current ratio 0.88 0.29 0.81
Net debt to EBITDA 1.26 0.49 0.43

Dividend

Metric ARCO BJRI Restaurants median
Dividend yield 1.80% — 2.32%
Payout ratio 0.22 0.00 0.00

Size

Metric ARCO BJRI Restaurants median
Market cap 1.51b 1.32b 482.66m

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