WallStSmart

Portillo's Inc (PTLO)vsRestaurant Brands International Inc (QSR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Restaurant Brands International Inc generates 1189% more annual revenue ($9.43B vs $732.07M). QSR leads profitability with a 8.2% profit margin vs 2.6%. PTLO trades at a lower P/E of 20.0x. QSR earns a higher WallStSmart Score of 57/100 (C).

PTLO

Hold

43

out of 100

Grade: D

Growth: 4.0Profit: 4.5Value: 5.7Quality: 5.0

QSR

Buy

57

out of 100

Grade: C

Growth: 5.3Profit: 7.5Value: 7.3Quality: 4.3
Piotroski: 4/9Altman Z: 0.93
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PTLOSignificantly Overvalued (-215.8%)

Margin of Safety

-215.8%

Fair Value

$1.84

Current Price

$5.32

$3.48 premium

UndervaluedFair: $1.84Overvalued
QSRSignificantly Overvalued (-295.4%)

Margin of Safety

-295.4%

Fair Value

$17.88

Current Price

$72.92

$55.04 premium

UndervaluedFair: $17.88Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

PTLO1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

QSR2 strengths · Avg: 8.5/10
Return on EquityProfitability
24.0%9/10

Every $100 of equity generates 24 in profit

Operating MarginProfitability
26.4%8/10

Strong operational efficiency at 26.4%

Areas to Watch

PTLO4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
0.6%4/10

0.6% revenue growth

Market CapQuality
$389.15M3/10

Smaller company, higher risk/reward

Return on EquityProfitability
4.3%3/10

ROE of 4.3% — below average capital efficiency

Profit MarginProfitability
2.6%3/10

2.6% margin — thin

QSR3 concerns · Avg: 2.7/10
P/E RatioValuation
28.1x4/10

Moderate valuation

EPS GrowthGrowth
-57.4%2/10

Earnings declined 57.4%

Altman Z-ScoreHealth
0.932/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : PTLO

The strongest argument for PTLO centers on Price/Book.

Bull Case : QSR

The strongest argument for QSR centers on Return on Equity, Operating Margin. PEG of 1.16 suggests the stock is reasonably priced for its growth.

Bear Case : PTLO

The primary concerns for PTLO are Revenue Growth, Market Cap, Return on Equity. Thin 2.6% margins leave little buffer for downturns.

Bear Case : QSR

The primary concerns for QSR are P/E Ratio, EPS Growth, Altman Z-Score.

Key Dynamics to Monitor

PTLO carries more volatility with a beta of 1.76 — expect wider price swings.

QSR is growing revenue faster at 7.4% — sustainability is the question.

QSR generates stronger free cash flow (441M), providing more financial flexibility.

Monitor RESTAURANTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

QSR scores higher overall (57/100 vs 43/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Portillo's Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Portillo's Inc., participates in the ownership and operation of informal and quick service restaurants in the United States. The company is headquartered in Oak Brook, Illinois.

Restaurant Brands International Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Restaurant Brands International Inc. owns, operates and franchises quick-service restaurants under the Tim Hortons (TH), Burger King (BK) and Popeyes (PLK) brands. The company is headquartered in Toronto, Canada.

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