Arcos Dorados Holdings Inc - Class A
Research Arcos Dorados Holdings Inc - Class A (ARCO) on Bullrun: valuation model: 69.2% undervalued, market cap USD 1.64B, P/E 6.4, dividend yield 3.5%. Explore financials, valuation history, model signals, and stock context.
Key Metrics
- TickerARCO
- ExchangeNYSE
- CountryUruguay
- SectorConsumer Cyclical
- IndustryRestaurants
- CurrencyUSD
- Valuation signal69.2% undervalued
- Market capUSD 1.64B
- P/E6.4
- Dividend yield3.5%
- Financial periodQ2 2026
- RevenueUSD 1.31B
- Net incomeUSD 45.01M
- Free cash flowUSD 56.32M
- Gross margin11.8%
Valuation Snapshot
Bullrun's latest valuation model marks Arcos Dorados Holdings Inc - Class A as 69.2% undervalued; latest market cap is USD 1.64B; P/E is 6.4; dividend yield is 3.5%.
Peer valuation comparison
Latest P/E is 6.38x versus a Consumer Cyclical sector median of 17.61x (63.8% below).
Latest dividend yield is 3.48% versus a Consumer Cyclical sector median of 2.91% (19.6% above).
Five-year financial history
| Year | Revenue | Net income | Free cash flow | Gross margin | Diluted EPS | Cash | Total debt | Equity |
|---|---|---|---|---|---|---|---|---|
| FY2025 | USD 4.68B | USD 212.12M | USD 14.99M | 98.1% | 1.01 | USD 373.44M | USD 1.14B | USD 770.49M |
| FY2024 | USD 4.47B | USD 148.76M | -USD 60.79M | 98.1% | 0.71 | USD 135.06M | USD 718.60M | USD 508.08M |
| FY2023 | USD 4.33B | USD 181.27M | USD 21.87M | 98.1% | 0.86 | USD 196.66M | USD 714.84M | USD 515.28M |
| FY2022 | USD 3.62B | USD 140.34M | USD 128.32M | 98.1% | 0.67 | USD 266.94M | USD 730.70M | USD 323.62M |
Valuation history
| Year | Snapshot date | Market cap | P/E | Dividend yield | Annual dividend/share |
|---|---|---|---|---|---|
| 2026 | 2026-10-09 | USD 1.64B | 6.4 | 3.5% | 0.27 |
| 2025 | 2025-12-31 | USD 1.55B | 8.2 | 1.6% | 0.12 |
| 2024 | 2024-12-31 | USD 1.53B | 10.3 | 2.5% | 0.18 |
| 2023 | 2023-12-29 | USD 2.67B | 14.9 | 1.5% | 0.19 |
| 2022 | 2022-12-30 | USD 1.76B | 13.5 | 1.8% | 0.15 |
| 2021 | 2021-12-31 | USD 1.23B | 27.8 | n/a | n/a |
Dividend history
Latest trailing dividend snapshot: annual dividend/share 0.27 USD, yield 3.5%.
| Year | Dividends/share |
|---|---|
| FY2025 | 0.24 USD |
| FY2024 | 0.24 USD |
| FY2023 | 0.19 USD |
| FY2022 | 0.15 USD |
About Arcos Dorados Holdings Inc - Class A
Arcos Dorados Holdings Inc. operates as a franchisee of McDonald's restaurants. It has the exclusive right to own, operate, and grant franchises of McDonald's restaurants in 21 countries and territories in Latin America and the Caribbean, including Argentina, Aruba, Brazil, Chile, Colombia, Costa Rica, Curacao, Ecuador, French Guiana, Guadeloupe, Martinique, Mexico, Panama, Peru, Puerto Rico, Trinidad and Tobago, Uruguay, the U.S. Virgin Islands of St. Croix and St. Thomas, and Venezuela.
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Other Consumer Cyclical stocks
Frequently asked questions
Is Arcos Dorados Holdings Inc - Class A overvalued or undervalued?
Bullrun's valuation model currently marks Arcos Dorados Holdings Inc - Class A as 69.2% undervalued.
What is Arcos Dorados Holdings Inc - Class A's market cap?
Arcos Dorados Holdings Inc - Class A's market capitalization is USD 1.64B.
What is Arcos Dorados Holdings Inc - Class A's P/E ratio?
Arcos Dorados Holdings Inc - Class A's price-to-earnings (P/E) ratio is 6.4.
Does Arcos Dorados Holdings Inc - Class A pay a dividend?
Arcos Dorados Holdings Inc - Class A has a dividend yield of 3.5%.
What does Arcos Dorados Holdings Inc - Class A do?
Arcos Dorados Holdings Inc. operates as a franchisee of McDonald's restaurants. It has the exclusive right to own, operate, and grant franchises of McDonald's restaurants in 21 countries and territories in Latin America and the Caribbean, including Argentina, Aruba, Brazil, Chile, Colombia, Costa Rica, Curacao, Ecuador, French Guiana, Guadeloupe, Martinique, Mexico, Panama, Peru, Puerto Rico, Trinidad and Tobago, Uruguay, the U.S. Virgin Islands of St. Croix and St. Thomas, and Venezuela. Arcos Dorados Holdings Inc. was founded in 2007 and is based in Montevideo, Uruguay.