Restaurant Brands International (QSR.TO) Buy,…

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Restaurant Brands International (QSR.TO)

100.21

-0.89 (0.88%)

as of Jun 4, 2026, 6:24:12 pm Market Open.

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Investor Insights

Jun 4, 2026, 12:00 am

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

Restaurant Brands International (QSR) is experiencing a mixed performance across its brands like Tim Hortons, Burger King, and Popeyes, with a notable shift in focus towards Burger King. Recent reviews highlight headwinds such as rising food and delivery costs, particularly beef prices, which have impacted profit margins. Experts indicate that Tim Hortons is undervalued and performing well while Burger King is still in a turnaround phase amid stiff competition. Despite concerns regarding consumer spending and high debt levels, there is optimism surrounding the company's future cash flow generation and potential dividend increases. The company's long-term prospects remain relatively stable, appealing to conservative investors seeking consistent income despite short-term volatility.

Consensus

Cautious

Valuation

Fair Value

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MDLZ

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.

PAST TOP PICK

(A Top Pick Dec 11/19, Down 10%) Looking for a turnaround on Tim's, and for global growth on the other brands. Modelling decent growth. Covid hurt, but doesn't affect its long-term viability.

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Restaurant Brands International (QSR.TO)