WallStSmart

Restaurant Brands International Inc (QSR)vsShake Shack Inc (SHAK)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Restaurant Brands International Inc generates 543% more annual revenue ($9.59B vs $1.49B). QSR leads profitability with a 10.0% profit margin vs 2.8%. QSR appears more attractively valued with a PEG of 1.26. QSR earns a higher WallStSmart Score of 68/100 (B-).

QSR

Strong Buy

68

out of 100

Grade: B-

Growth: 8.0Profit: 8.0Value: 6.7Quality: 3.0
Piotroski: 5/9Altman Z: 0.90

SHAK

Buy

51

out of 100

Grade: C-

Growth: 7.3Profit: 3.5Value: 4.0Quality: 5.0
Piotroski: 4/9Altman Z: 1.31
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

QSRUndervalued (+24.9%)

Margin of Safety

+24.9%

Fair Value

$94.14

Current Price

$75.52

$18.62 discount

UndervaluedFair: $94.14Overvalued
SHAKUndervalued (+28.1%)

Margin of Safety

+28.1%

Fair Value

$135.04

Current Price

$63.05

$71.99 discount

UndervaluedFair: $135.04Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

QSR3 strengths · Avg: 9.0/10
EPS GrowthGrowth
100.0%10/10

Earnings expanding 100.0% YoY

Return on EquityProfitability
25.5%9/10

Every $100 of equity generates 26 in profit

Operating MarginProfitability
25.9%8/10

Strong operational efficiency at 25.9%

SHAK1 strengths · Avg: 8.0/10
EPS GrowthGrowth
28.7%8/10

Earnings expanding 28.7% YoY

Areas to Watch

QSR2 concerns · Avg: 1.5/10
Altman Z-ScoreHealth
0.902/10

Distress zone — elevated risk

Debt/EquityHealth
4.191/10

Elevated debt levels

SHAK4 concerns · Avg: 2.8/10
Return on EquityProfitability
7.8%3/10

ROE of 7.8% — below average capital efficiency

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Debt/EquityHealth
1.783/10

Elevated debt levels

PEG RatioValuation
2.552/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : QSR

The strongest argument for QSR centers on EPS Growth, Return on Equity, Operating Margin. PEG of 1.26 suggests the stock is reasonably priced for its growth.

Bull Case : SHAK

The strongest argument for SHAK centers on EPS Growth. Revenue growth of 14.3% demonstrates continued momentum.

Bear Case : QSR

The primary concerns for QSR are Altman Z-Score, Debt/Equity. Debt-to-equity of 4.19 is elevated, increasing financial risk.

Bear Case : SHAK

The primary concerns for SHAK are Return on Equity, Profit Margin, Debt/Equity. A P/E of 58.1x leaves little room for execution misses. Debt-to-equity of 1.78 is elevated, increasing financial risk.

Key Dynamics to Monitor

SHAK carries more volatility with a beta of 1.63 — expect wider price swings.

SHAK is growing revenue faster at 14.3% — sustainability is the question.

QSR generates stronger free cash flow (169M), providing more financial flexibility.

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

Bottom Line

QSR scores higher overall (68/100 vs 51/100). SHAK offers better value entry with a 28.1% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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.

Shake Shack Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Shake Shack Inc. owns, operates and licenses Shake Shack restaurants (Shacks) in the United States and internationally. The company is headquartered in New York, New York.

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