TSE:QSR

Restaurant Brands International (QSR.TO)

104.63
+0.58 (0.56%)
as of Jul 21, 2026, 4:16:25 pm Market Open.
449 watching
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Investor Insights
star iconJul 21, 2026, 12:00 am

This summary was created by AI, based on 9 opinions in the last 12 months.

Restaurant Brands International (QSR-T) is gaining attention due to its performance within the competitive fast-food industry. Tim Hortons is particularly highlighted for its successful loyalty program, and Burger King is undergoing a significant turnaround, positioning itself well against its main competitor, McDonald's. While challenges such as rising beef and food prices persist, there are optimistic projections for store growth and improved cash flow as costs associated with Burger King's rebranding diminish. Despite some mixed quarterly performances and ongoing concerns about consumer behavior under inflationary pressures, several analysts view QSR as a solid long-term investment with potential for dividend increases and share buybacks. The consensus suggests that the overall valuation of the stock is reasonable, with plans to enhance its international presence and franchise growth.

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Consensus
Positive
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Valuation
Fair Value
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Similar
MCD, McDonald's
TOP PICK

Large portfolio of defensive brand names (Burger King, Tim Hortons). Large cap with lots of liquidity in stock. Current share price presenting good buying opportunity. Trading at cheaper valuation than USA peers. Expecting growth in same store sales, revenues and cash flow. Good investment for long term holders. 

BUY

High quality. Recognizable brands. Stream of revenue from franchisees. Efficient management team, not afraid of innovation. A lot is riding on the new CEO. Pricing power. 30% ROE. 20x earnings. If price dropped to $90, buy more aggressively. Yield is 3%.

TOP PICK

It has a new CEO who did very well with Dominoes. The franchises are now much better run. There are good changes at Tim Horton's, Burger King has a big ad campaign, and Popeye's is growing very fast. It is trading at 2/3 of the multiple of other fast food chains. Yes there are higher labour costs but it is a high margin business and recession resistant. He feels it is cheap because of past problems and has a big upside. In general people are now spending lots of money dining out.     Buy 15  Hold 15  Sell 1

(Analysts’ price target is $104.95)
DON'T BUY

It has done well, but the valuation is not compelling. Shares are always too high for him. Yes, Restaurant is picking up after Covid, but consumers are cutting back on discretionary purchases like coffee.

DON'T BUY
QSR vs. BCE

He'd take BCE in a heartbeat from a safety aspect. Better yield, cheaper valuation, growth is tied to the economy. QSR has done a good job with its divisions, though Tim's has been a challenge. Profits are now being squeezed pretty dramatically. He's nervous on consumer stocks.

BUY ON WEAKNESS
Does not own shares. New CEO will be interesting to watch. Very strong franchises in Tim Hortons/Burger King etc. Pandemic tough on business. Strong balance sheet.
BUY ON WEAKNESS
Great business with international presence. $35 billion in sales last year creates very strong momentum. New management team will help stoke the prospects of the company.
TOP PICK
Embarrassingly bad job with Tim's and Burger King, but now sees progress. Popeye's expansion is unbelievable. Just hired the former CEO of Domino's Pizza, a terrific and capable guy. Great real estate, good products. Tim's will not be the driver internationally, it'll be the other brands. Very good at building out franchises, cheap to enter. Yield is 3.28%. (Analysts’ price target is $90.34)
COMMENT
It was a good re-opening play and then fell flat. There are some challenges in the industry with labour shortages, cost pressures and shorter opening hours for restaurants. His advice is to take some profits and don't re-invest in the sector.
PAST TOP PICK
(A Top Pick Nov 01/21, Up 4%) This was a reopening buy, anticipating restaurants opening up. QSR stumbled with Burger King though; there's a management change now. He sold this in August.
SELL
Struggling with core Timmie's franchise in Canada. Limited inroads in US. Tim's accounts for around 40% of EBITDA operating profit. Not much menu innovation. Traffic hasn't recovered to pre-Covid levels. Interest rate hikes dampen fire power for further acquisitions. Don't buy.
DON'T BUY
Needs vs. wants. Tim's is the vulnerability at 40% of the operating profit, and 25% below pre-Covid. Many people are not back in the office. Popeye's has plateaued. Challenging macro backdrop.
BUY
Long-term investment or value trap? Value trap recently, despite earnings improving. Not immune from food and labour inflation. Continues to build out its business. Earnings are growing, attractive valuation, time to sharpen your pencil. If one segment's down, another buoys it up. Yield is 4%.
DON'T BUY
Tim's is still restructuring. Stock looks a bit rough. 200-day MA moving down, share price down too. Oversold, with RSI below 30. Expects a short-term bounce. It will take time to get outsized returns. Wage and labour pressures. He's not interested in this name, and the industry is cautious. Nice dividend of about 4%, secure.
BUY ON WEAKNESS

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. Good recovery potential as restrictions ease. Has strong cash flow and has a focus on their large brands (eg. Tim Hortons, Burger King, Popeyes). Could acquire other strong restaurant brands in the future. 14x EV to EBITDA. Good dividend. Unlock Premium - Try 5i Free

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