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Consumer Cyclical Sector Report

Restaurants Industry Report

Market Cap: $420.6B
Stocks: 40
Median P/E: 23.6x
Median ROIC: 9.3%

Data sourced from SEC EDGAR filings. Report refreshed weekly.

Part of the Consumer Cyclical sector.

Performance Dashboard

PeriodSector (MCW)Sector (Median)
1 Day-0.0%-0.4%
1 Week-0.3%+1.1%
1 Month
3 Months
6 Months
YTD+0.7%-0.3%
1 Year+4.2%-6.5%
3 Years+37.4%+3.7%
5 Years+57.0%-30.3%

Today's Breadth: 11 advancing · 23 declining · 2 flat

Valuation Summary

MetricMedianP25P75vs 5Y Avg
P/E23.6x14.3x32.0x+6%
P/B2.1x1.0x5.8x-41%
P/S0.7x0.4x1.8x
P/FCF14.9x7.9x23.3x
EV/EBITDA9.7x6.2x14.1x
EV/EBIT18.9x13.2x32.6x
Earnings Yield
3.9%
FCF Yield
4.8%
Below Fair Value
50% of stocks

Profitability Profile

Margins

MetricMedian5Y AvgP25P75
Gross Margin62.4%57.8%24.2%70.8%
Operating Margin5.0%1.3%11.4%
Net Margin2.5%2.6%0.1%7.0%
FCF Margin4.6%0.2%10.9%

Returns on Capital

MetricMedian5Y AvgP25P75
ROE8.3%-0.3%18.1%
ROA2.4%0.0%5.0%
ROIC9.3%9.2%4.1%20.0%

Growth Metrics

Metric1Y3Y CAGR5Y CAGR
Revenue+5.1%+8.2%+9.1%
EPS+4.1%+6.7%+13.0%
Free Cash Flow+18.4%+9.4%+9.2%

All values represent sector median growth rates.

Balance Sheet Health

Debt / Equity
1.0x
Net Debt / EBITDA
2.7x
Interest Coverage
3.4x
Current Ratio
0.6x

Altman Z-Score

Safe (>3): 9 (23%)
Gray (1.8–3): 10 (26%)
Distress (<1.8): 20 (51%)

Piotroski F-Score

Strong (7–9): 11 (28%)
Moderate (4–6): 23 (57%)
Weak (0–3): 6 (15%)

Top Companies

Symbol#Mkt CapP/EEV/EBITDAROICNet MgnRev Gr.Div YldYTDQual.
MCD1$218.2B26.0x17.9x27.3%31.9%+3.7%2.3%+0.7%5/9
CMG2$46.6B33.2x21.7x73.7%12.9%+5.4%-2.1%8/9
YUM3$45.3B27.5x19.2x68.0%19.0%+8.8%1.9%+3.3%4/9
QSR4$25.6B29.7x14.1x9.4%8.2%+12.2%3.5%+4.1%4/9
DRI5$22.7B23.6x14.1x21.7%8.7%+6.0%2.7%+2.7%6/9
ARMK6$11.6B32.0x11.5x7.9%1.8%+6.3%1.1%-0.4%1/9
TXRH7$10.8B28.0x24.0%6.9%+9.4%1.6%+0.4%7/9
CAVA8$9.9B111.4x56.2%5.4%+22.4%-3.4%2/9
EAT9$7.1B21.6x4.7x54.8%7.1%+21.9%-2.8%5/9
WING10$5.2B41.3x39.2x47.8%25.0%+11.3%0.4%-2.6%5/9
CAKE11$2.9B17.2x9.5x20.5%4.0%+4.8%2.1%-2.3%3/9
ARCO12$1.8B12.6%3.3%+3.2%+1.7%2/9
MAB-L13$1.6B9.0x7.6x6.8%6.5%+7.2%2/9
SSPG-L14$1.5B-22.4x26.0x8.9%-2.0%+9.4%1.8%1/9
PZZA15$1.2B43.1x10.8x17.1%1.4%-0.3%4.7%-3.4%4/9
BJRI16$834M16.7x6.9x11.1%3.5%+3.1%+3.5%4/9
BH17$758M+9.2%-10.8%3/9
FWRG18$695M51.3x12.1x3.5%1.6%+20.3%+7.8%2/9
SG19$675M-37.6%-19.7%+0.4%-13.2%0/9
KRUS20$662M-0.8%-0.7%+18.9%-1.0%1/9

Industry Composition

IndustryStocksMarket Cap%
Retail-Eating Places36$416.5B99.0%
Restaurants4$4.1B1.0%

Quality Distribution

0
1
2
3
4
5
6
7
8
9

Quality Score (0-9)

High Quality (7+)
8%
Median Piotroski F
6/9
Profitable Years
8 of 10

Dividends & Shareholder Returns

Paying Dividends
48%
Median Div Yield
2.2%
Median Buyback Yield
1.6%
Shareholder Yield
3.5%
Payout Ratio
48.5%
Div Growth (3Y)
8.4%
Div Growth (5Y)
14.0%

Strengths & Weaknesses

Strengths

  • +[Profitability]High pricing power with a median gross margin of 62.4%, reflecting differentiated products or strong brand moats.

Weaknesses

  • [Financial Health]51.3% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
  • [Leverage]Tight interest coverage at 3.4x, leaving limited cushion for debt servicing if earnings decline.
  • [Profitability]Razor-thin net margins at a median of 2.5%, leaving little room for execution error or economic downturn.
  • [Quality]Only 7.5% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.

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