TSE:QSR

Restaurant Brands International (QSR.TO)

104.03
-0.02 (0.02%)
as of Jul 21, 2026, 8:00:00 pm Market Open.
449 watching
0
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
BUY
I a good entry point now, despite the 38x PE. The stock is kinda underowned, with some saying QSR locations are saturated in Canada. WSR has done well in the last quarter. EPS growth is 22% and pays a 3.3% dividend yield. Likes it.
BUY
Allan Tong’s Discover Picks QSR’s PE is 37.4x, which easily beats its peers of 320.4x. Margins also beat, such as profit margin at almost 16% vs. the sector’s 11.19%. However, ROI of 4.06% lags its peers of 9.42%. Though QSR’s 3.3% dividend yield pays more than its peers of 1.93%, QSR stock’s payout ratio is 122%. Another caveat is that PE, which was most recently $1.70, marking a 26.62% decline from a year ago; also, PE growth trails the industry. Read 3 Post-Covid Recovery Stocks to Buy for our full analysis. 3 Post-Covid Recovery Stocks to Buy
BUY
A good play right now. As we open up the economy, will do well. People will start to go to physical spaces. A stock that would be in the medium to long term positions. The valuations are decent right now.
PAST TOP PICK
(A Top Pick Jul 07/20, Up 11%) Recovered nicely off pandemic lows. Tim's is the problem, as it relies on the morning commute and many locations don't have drive-thrus. Switched to consumer brands with faster and more confident path to earnings growth.
BUY

Billy Kawasaki’s Insights - Billy’s most-liked answers from 5i Research. A leader in the fast service space. Recent earnings beat estimates by 10% and sales by 1%. Overall EBITDA and cash flow are positive and stronger than most peers. The company is well positioned to benefit from the reopening. Unlock Premium - Try 5i Free

BUY
Tim Horton's lags this recovery, because many locations are in malls and office towers. So, this is a (later) reopening play. For this reason, this is good to own now.
COMMENT

These businesses have been kept alive by Uber-eats. He thinks there will be a pick up in demand after COVID.

BUY
Hit hard by Covid. A reopening play. Popeye's has good growth potential. A good investment in the space. Earnings momentum should return as foot traffic increases.
DON'T BUY
They have three strong restaurant brands. The challenge he has is that the business model is to go in, gut the company and bring the costs down. With Tim Hortons there was a huge push-back from franchises and this hurt them.
WATCH

They stumbled in the early days getting franchisors aboard and are back-pedalling. He watches this. Covid has disrupted this industry and doesn't know where this will go. Food delivery to the door isn't that profitable and doesn't know if it has legs. Frankly, there are better places to invest money, like Boyd or Constellation Brands. Doesn't mean this is a terrible stock, but it doesn't check all the boxes.

PAST TOP PICK
(A Top Pick Jan 09/20, Down 1%) Wouldn't buy again. Remains a good company, but Tim's is exposed to the breakfast trade, which has fallen off. Popeye's and Burger King have done well. There are better ideas out there.
WATCH
Typically, lawsuits are red herrings. Usually a nominal amount is settled out of court. So it goes back to the fundamentals of the company. Price has held in there. But post-pandemic, how much have habits changed? With current low yield and current fundamentals, it's a wait-and-see.
PAST TOP PICK
(A Top Pick Dec 11/19, Down 7%) Bought it for Popeye's. Modelling 25% growth rate next year. It pays a reasonable dividend and is at a reasonable valuation. Still a play for the recovery. Tim Horton's turnaround is a must watch. Overall a good brand.
DON'T BUY
They have done a great job expanding their footprint over the last couple of years. He worried about the COVID impact in South America so he did not have confidence in their South American operations. It could be a part of your portfolio for US exposure but it does not fit into what he wanted to do. See his Top Picks.
PAST TOP PICK
(A Top Pick Jan 09/20, Down 7%) He'd buy again, despite the rough ride this year. Premier growth stock in consumer discretionary space. Iconic. It's not if we get past the pandemic, but when. Tim's is the fly in the ointment, but it will get sorted. There will be future acquisitions.
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