Arcos Dorados Holdings Inc.
ARCO
NYSE·Consumer Cyclical·Restaurants·Mkt cap $1.7B
$8.17
▼ -0.97%
P/E
6.75
Mkt Cap
$1.7B
52-Wk Range
$6.54–$9.75
52-Week Range
$6.54 - $9.75
P/E
Fwd P/E
Beta
Div Yield
Avg Vol
Shares Out
Mkt Cap
Price action
Price chart
Up 19.8% over the trailing year
Total returns
Price performance
Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.
Why we rate it this way
The thesis at a glance
Bull and bear case · plain-English context across the five lenses we evaluate.
Bull Case
4 reasons
- Exclusive McDonald's franchise rights across 20 Latin American and Caribbean markets
- Established brand recognition and customer loyalty in emerging markets
- Operational scale and efficiency in high-growth regions
- Strong real estate portfolio providing competitive pricing advantages
Bear Case
1 risk
- Low volatility (beta 0.5).
Growth
Stable outlook
Expansion of restaurant count in underpenetrated Latin American markets
Value
Deep value opportunity - significant discount to Restaurants & Food Service peers
Momentum
Stable
-0.5% over 3m
Quality
Thin
Excellent business quality
Dividend
Solid
3.18% yield
Smart-money signal
Who's buying ARCO right now
Insider Form 4s, 13F institutional filings, and Congressional disclosures - at a glance.
Earnings track record
Latest print - beat on both lines
AI-summarized recap of last quarter, plus the surprise on every print.
Next: Nov 11, 2026
AUG 13, 2026
Reported EPS of $0.22 vs $0.15 consensus (+49.1% surprise). Revenue of $1.3B vs $1.3B expected (+2.1%). Beat on both top and bottom lines.
EPS surprise · last 4Q
1 of 1 beats
Estimate
Actual
Q3 26
+49.1%
Revenue trend · last 8Q
—
—
-0%
+3%
+5%
+11%
+13%
+14%
Q3 24
Q4 24
Q1 25
Q2 25
Q3 25
Q4 25
Q1 26
Q2 26
$1.1B
$1.1B
$1.1B
$1.1B
$1.2B
$1.3B
$1.2B
$1.3B
Margins · last 8Q
Gross
12.1%
Operating
5.9%
Profit
3.5%
Wall Street consensus
Analyst coverage
Live ratings and price targets aggregated across covering analysts.
vs Industry
How ARCO stacks vs Restaurants
Stock metrics vs industry averages. Green = better than industry.
Industry comparison data unavailable for this stock.
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