Cannae Holdings, Inc. (CNNE) vs El Pollo Loco Holdings, Inc. (LOCO)

Cannae Holdings, Inc. and El Pollo Loco Holdings, Inc. are both Restaurants companies. Cannae Holdings, Inc. is the larger, with a market value of $673.6M against $432.5M — 1.6× the size. Cannae Holdings, Inc. has negative trailing earnings, so its P/E is not meaningful; El Pollo Loco Holdings, Inc. trades at 11.9×. El Pollo Loco Holdings, Inc. grew revenue faster over the last twelve months: 4.40% against −6.54%. El Pollo Loco Holdings, Inc. has the higher net margin (6.96% vs −38.2%) and the higher return on invested capital (9.82% vs −8.02%). Across the 19 metrics below, El Pollo Loco Holdings, Inc. leads on 16 and Cannae Holdings, Inc. on 3.

Valuation

Metric CNNE LOCO Restaurants median
P/E n/m 11.94 22.14
P/S 1.68 0.84 0.91
P/B 0.75 1.32 2.01
Price to free cash flow n/m 10.21 19.41
EV/EBITDA n/m 6.31 11.48
EV/Sales 1.66 0.88 1.20
Earnings yield (19.15%) 8.37% 2.30%
Free cash flow yield (16.08%) 9.79% 3.92%

Profitability

Metric CNNE LOCO Restaurants median
Gross margin 15.47% 32.23% 38.77%
Operating margin (28.44%) 10.52% 4.30%
Net margin (38.18%) 6.96% 1.85%
Free cash flow margin (10.62%) 8.19% 3.12%
Return on equity (13.75%) 11.79% 3.07%
Return on assets (10.25%) 5.74% 1.50%
Return on invested capital (8.02%) 9.82% 3.14%

Growth

Metric CNNE LOCO Restaurants median
Revenue growth (TTM) (6.54%) 4.40% 5.16%
EPS growth (last fiscal year) (91.97%) 4.65% —
Revenue growth, 5-year CAGR (6.27%) 2.84% 10.57%
Net income growth, 5-year CAGR 0.00% 1.59% 0.00%

Health

Metric CNNE LOCO Restaurants median
Debt to equity 0.07 0.10 0.10
Current ratio 1.24 0.41 0.81
Net debt to EBITDA 1.27 0.79 0.43

Dividend

Metric CNNE LOCO Restaurants median
Dividend yield — — 2.32%
Payout ratio 0.00 0.00 0.00

Size

Metric CNNE LOCO Restaurants median
Market cap 673.60m 432.45m 482.66m

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