TSE:QSR

Restaurant Brands International (QSR.TO)

99.86
-1.23 (1.22%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
448 watching
0
Investor Insights
star iconJun 4, 2026, 12:00 am

This summary was created by AI, based on 10 opinions in the last 12 months.

Restaurant Brands International, represented by the ticker QSR-T, appears to be navigating a challenging landscape characterized by rising food costs, particularly beef prices, and inflationary pressures affecting discretionary consumer spending. Experts note a focus on improving the Burger King brand while Tim Hortons remains a strong performer and potentially undervalued. Despite facing headwinds, the company's royalty business generates healthy free cash flow, and ongoing transformation efforts are expected to yield positive results in the long term. Analysts suggest that while recent quarterly results were mixed and the company has missed forecasts, the stock trades at a relatively reasonable valuation and could offer a solid investment opportunity over a 3-5 year horizon as it benefits from strategic operational improvements and aggressive expansion plans.

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Consensus
Cautious
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Valuation
Fair Value
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Similar
Mcdonald's, MCD
TOP PICK
Had a disappointing quarter and the stock has sold off about 10%. Still one of Canada’s great success stories. Same store sales are quite strong. Bringing out new products and profits are good. Lots of room to increase the dividend.
DON'T BUY
Missed their earnings estimates. Stock trades at about 19X forward earnings with a mid-teens growth rate so he can't reconcile the value of the stock. Better names with a similar growth rate and better valuation.
HOLD
Model price is $38.67, a negative differential of 17%. Too expensive for his portfolio. If you own, a Hold is a good position.
DON'T BUY
Great performer. You can like the company or you can like the stock price. He likes the company but does not like the stock price here. Prefers Premium Brands PBH-T, but he would want to enter a little lower. THI would have to come back 10% for him to buy
DON'T BUY
Well run, quick-serve restaurant chain. Thinks it is too expensive. It’s a competitive space. Prefers another.
COMMENT
Facing a couple of headwinds, including rising input costs and more competition, particularly in fast service breakfasts. Very loyal Canadian following. A catalyst would be them going into the single serve coffee business.
BUY ON WEAKNESS
Great company. Very dominant and huge in Canada but finding it more difficult in the US. Sold their New England holdings. Speculation they will pay out a one-time special dividend. Would Buy on a pull back.
HOLD
A company that gets everything right. Programmed for success. Some of its US operations haven’t worked, so they are closing them down.
WAIT
Good company, bad stock price. It’s hard to see it going past $42 in the next year or so, but if you hold it longer, you will do well. It is going to be a cash flow machine, raising dividends. If they are successful with the US expansion then earnings growth could be phenomenal. Wait for a pull back to $36-$37 or wait for it to grow into its stock price.
DON'T BUY
Great company, great product. But he does not find it to be a buy at this price. Would be below $30. Owns starbucks.
BUY
A good company that is getting better. Their US growth is attractive. Have had 4 quarters of accelerating earnings. Near term risks is that input costs are going up. Good operator.
TOP PICK
Sales in US are pretty good. Almost 4000 stores now. Stock looks a little expensive, close to an all time high. Company is selling bakery division, but doesn’t need the cash. Speculation is special dividend, raised dividend or capital expense. It’s a cash flow machine.
DON'T BUY
Relatively expensive compared to a lot of consumer stocks in their area. Expanded into the US and seem to be getting more traction now.
DON'T BUY
Free cash flow on 4 quarters trailing is 5.4% before dividends. Earnings are forecast to grow fairly well. 2010 PE is 18X against 16% earnings growth and 2011 PE is 16X against 11% earnings growth. About half through his overall ranking. Yield of 1.4%.
BUY
Seems to be doing ok in US – making money and doing well. Doesn’t understand why it sold off at the end of June. Not particularly economically sensitive.
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