Restaurants
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5 / 10Stock Comparison
BH vs WEN vs MCD vs JACK vs SYY
Revenue, margins, valuation, and 5-year total return — side by side.
Restaurants
Restaurants
Restaurants
Food Distribution
BH vs WEN vs MCD vs JACK vs SYY — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | |||||
|---|---|---|---|---|---|
| Industry | Restaurants | Restaurants | Restaurants | Restaurants | Food Distribution |
| Market Cap | $622M | $1.32B | $201.63B | $266M | $34.91B |
| Revenue (TTM) | $387M | $2.21B | $27.45B | $1.35B | $83.57B |
| Net Income (TTM) | $2M | $186M | $8.68B | $-69M | $1.74B |
| Gross Margin | 35.6% | 35.6% | 44.1% | 27.6% | 18.5% |
| Operating Margin | 8.5% | 16.8% | 46.3% | -2.8% | 3.6% |
| Forward P/E | — | 12.7x | 21.0x | 4.0x | 15.9x |
| Total Debt | $150M | $4.09B | $54.81B | $3.12B | $14.49B |
| Cash & Equiv. | $31M | $451M | $774M | $52M | $1.07B |
BH vs WEN vs MCD vs JACK vs SYY — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Biglari Holdings In… (BH) | 100 | 503.8 | +403.8% |
| The Wendy's Company (WEN) | 100 | 34.3 | -65.7% |
| McDonald's Corporat… (MCD) | 100 | 148.0 | +48.0% |
| Jack in the Box Inc. (JACK) | 100 | 20.6 | -79.4% |
| Sysco Corporation (SYY) | 100 | 131.3 | +31.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: BH vs WEN vs MCD vs JACK vs SYY
Each card shows where this stock fits in a portfolio — not just who wins on paper.
BH is the #2 pick in this set and the best alternative if momentum is your priority.
- +26.8% vs JACK's -47.8%
WEN ranks third and is worth considering specifically for income & stability and defensive.
- Dividend streak 4 yrs, beta 0.52, yield 14.3%
- Beta 0.52, yield 14.3%, current ratio 1.85x
- 14.3% yield, 4-year raise streak, vs SYY's 2.8%, (1 stock pays no dividend)
MCD carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 3.7%, EPS growth 4.9%, 3Y rev CAGR 5.1%
- 157.7% 10Y total return vs BH's 24.5%
- 3.7% revenue growth vs JACK's -6.7%
- 31.6% margin vs JACK's -5.2%
JACK is the clearest fit if your priority is value.
- Lower P/E (4.0x vs 21.0x)
SYY is the clearest fit if your priority is sleep-well-at-night and valuation efficiency.
- Lower volatility, beta 0.47, current ratio 1.21x
- PEG 0.29 vs MCD's 1.54
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.7% revenue growth vs JACK's -6.7% | |
| Value | Lower P/E (4.0x vs 21.0x) | |
| Quality / Margins | 31.6% margin vs JACK's -5.2% | |
| Stability / Safety | Beta 0.11 vs JACK's 1.69 | |
| Dividends | 14.3% yield, 4-year raise streak, vs SYY's 2.8%, (1 stock pays no dividend) | |
| Momentum (1Y) | +26.8% vs JACK's -47.8% | |
| Efficiency (ROA) | 14.5% ROA vs JACK's -2.7%, ROIC 18.7% vs -0.6% |
BH vs WEN vs MCD vs JACK vs SYY — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
BH vs WEN vs MCD vs JACK vs SYY — Financial Metrics
Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
MCD leads in 3 of 6 categories
JACK leads 1 • BH leads 1 • WEN leads 0 • SYY leads 0 • 1 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
MCD leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
SYY is the larger business by revenue, generating $83.6B annually — 216.2x BH's $387M. MCD is the more profitable business, keeping 31.6% of every revenue dollar as net income compared to JACK's -5.2%. On growth, BH holds the edge at +10.3% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | |||||
|---|---|---|---|---|---|
| RevenueTrailing 12 months | $387M | $2.2B | $27.4B | $1.3B | $83.6B |
| EBITDAEarnings before interest/tax | $73M | $530M | $14.4B | $16M | $4.0B |
| Net IncomeAfter-tax profit | $2M | $186M | $8.7B | -$69M | $1.7B |
| Free Cash FlowCash after capex | $81M | $238M | $7.2B | -$10M | $2.0B |
| Gross MarginGross profit ÷ Revenue | +35.6% | +35.6% | +44.1% | +27.6% | +18.5% |
| Operating MarginEBIT ÷ Revenue | +8.5% | +16.8% | +46.3% | -2.8% | +3.6% |
| Net MarginNet income ÷ Revenue | +0.5% | +8.4% | +31.6% | -5.2% | +2.1% |
| FCF MarginFCF ÷ Revenue | +21.0% | +10.8% | +26.2% | -0.7% | +2.4% |
| Rev. Growth (YoY)Latest quarter vs prior year | +10.3% | -3.0% | +9.4% | -25.5% | +4.7% |
| EPS Growth (YoY)Latest quarter vs prior year | -107.5% | -8.0% | +6.9% | +33.7% | -13.4% |
Valuation Metrics
JACK leads this category, winning 3 of 7 comparable metrics.
Valuation Metrics
At 7.3x trailing earnings, WEN trades at a 69% valuation discount to MCD's 23.7x P/E. Adjusting for growth (PEG ratio), SYY offers better value at 0.36x vs MCD's 1.74x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | |||||
|---|---|---|---|---|---|
| Market CapShares × price | $622M | $1.3B | $201.6B | $266M | $34.9B |
| Enterprise ValueMkt cap + debt − cash | $742M | $5.0B | $255.7B | $3.3B | $48.3B |
| Trailing P/EPrice ÷ TTM EPS | -111.79x | 7.32x | 23.74x | -3.29x | 19.54x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 12.72x | 20.96x | 4.02x | 15.88x |
| PEG RatioP/E ÷ EPS growth rate | — | 0.71x | 1.74x | — | 0.36x |
| EV / EBITDAEnterprise value multiple | 11.78x | 9.38x | 17.57x | 82.92x | 11.58x |
| Price / SalesMarket cap ÷ Revenue | 1.72x | 0.59x | 7.50x | 0.18x | 0.43x |
| Price / BookPrice ÷ Book value/share | 0.73x | 5.51x | — | — | 19.23x |
| Price / FCFMarket cap ÷ FCF | 32.63x | 5.07x | 28.06x | 3.58x | 19.60x |
Profitability & Efficiency
MCD leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
WEN delivers a 170.4% return on equity — every $100 of shareholder capital generates $170 in annual profit, vs $0 for BH. BH carries lower financial leverage with a 0.26x debt-to-equity ratio, signaling a more conservative balance sheet compared to WEN's 15.78x. On the Piotroski fundamental quality scale (0–9), MCD scores 7/9 vs JACK's 4/9, reflecting strong financial health.
| Metric | |||||
|---|---|---|---|---|---|
| ROE (TTM)Return on equity | +0.4% | +170.4% | — | — | +80.7% |
| ROA (TTM)Return on assets | +0.2% | +3.7% | +14.5% | -2.7% | +6.4% |
| ROICReturn on invested capital | +2.5% | +7.1% | +18.7% | -0.6% | +15.7% |
| ROCEReturn on capital employed | +3.2% | +7.9% | +23.3% | -0.8% | +19.0% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 5 | 7 | 4 | 5 |
| Debt / EquityFinancial leverage | 0.26x | 15.78x | — | — | 7.81x |
| Net DebtTotal debt minus cash | $119M | $3.6B | $54.0B | $3.1B | $13.4B |
| Cash & Equiv.Liquid assets | $31M | $451M | $774M | $52M | $1.1B |
| Total DebtShort + long-term debt | $150M | $4.1B | $54.8B | $3.1B | $14.5B |
| Interest CoverageEBIT ÷ Interest expense | 1.38x | 2.86x | 6.09x | -0.51x | 4.35x |
Total Returns (Dividends Reinvested)
BH leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in BH five years ago would be worth $20,319 today (with dividends reinvested), compared to $1,723 for JACK. Over the past 12 months, BH leads with a +26.8% total return vs JACK's -47.8%. The 3-year compound annual growth rate (CAGR) favors BH at 17.4% vs JACK's -42.7% — a key indicator of consistent wealth creation.
| Metric | |||||
|---|---|---|---|---|---|
| YTD ReturnYear-to-date | -12.5% | -13.2% | -5.8% | -25.9% | +1.9% |
| 1-Year ReturnPast 12 months | +26.8% | -36.1% | -8.6% | -47.8% | +6.4% |
| 3-Year ReturnCumulative with dividends | +61.7% | -58.4% | +2.5% | -81.2% | +4.0% |
| 5-Year ReturnCumulative with dividends | +103.2% | -53.5% | +34.3% | -82.8% | -3.9% |
| 10-Year ReturnCumulative with dividends | +24.5% | +10.9% | +157.7% | -59.5% | +82.2% |
| CAGR (3Y)Annualised 3-year return | +17.4% | -25.3% | +0.8% | -42.7% | +1.3% |
Risk & Volatility
MCD leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
MCD is the less volatile stock with a 0.11 beta — it tends to amplify market swings less than JACK's 1.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. MCD currently trades 83.0% from its 52-week high vs JACK's 47.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | |||||
|---|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.06x | 0.51x | 0.12x | 1.71x | 0.46x |
| 52-Week HighHighest price in past year | $483.60 | $12.52 | $341.75 | $29.40 | $91.69 |
| 52-Week LowLowest price in past year | $230.12 | $6.37 | $282.15 | $8.91 | $68.19 |
| % of 52W HighCurrent price vs 52-week peak | +62.2% | +55.5% | +83.0% | +47.2% | +79.5% |
| RSI (14)Momentum oscillator 0–100 | 45.2 | 42.4 | 30.9 | 58.4 | 41.7 |
| Avg Volume (50D)Average daily shares traded | 105K | 7.8M | 3.0M | 837K | 4.7M |
Analyst Outlook
Evenly matched — WEN and SYY each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: BH as "Buy", WEN as "Hold", MCD as "Buy", JACK as "Hold", SYY as "Buy". Consensus price targets imply 43.6% upside for JACK (target: $20) vs 11.2% for WEN (target: $8). For income investors, WEN offers the higher dividend yield at 14.31% vs MCD's 2.52%.
| Metric | |||||
|---|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold | Buy | Hold | Buy |
| Price TargetConsensus 12-month target | — | $7.73 | $347.33 | $19.92 | $90.44 |
| # AnalystsCovering analysts | 2 | 51 | 62 | 41 | 30 |
| Dividend YieldAnnual dividend ÷ price | — | +14.3% | +2.5% | +6.3% | +2.8% |
| Dividend StreakConsecutive years of raises | 0 | 4 | 27 | 0 | 37 |
| Dividend / ShareAnnual DPS | — | $0.99 | $7.14 | $0.87 | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +5.8% | +1.0% | +1.9% | +3.6% |
MCD leads in 3 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JACK leads in 1 (Valuation Metrics). 1 tied.
BH vs WEN vs MCD vs JACK vs SYY: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is BH or WEN or MCD or JACK or SYY a better buy right now?
For growth investors, McDonald's Corporation (MCD) is the stronger pick with 3.
7% revenue growth year-over-year, versus -6. 7% for Jack in the Box Inc. (JACK). The Wendy's Company (WEN) offers the better valuation at 7. 3x trailing P/E (12. 7x forward), making it the more compelling value choice. Analysts rate Biglari Holdings Inc. (BH) a "Buy" — based on 2 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — BH or WEN or MCD or JACK or SYY?
On trailing P/E, The Wendy's Company (WEN) is the cheapest at 7.
3x versus McDonald's Corporation at 23. 7x. On forward P/E, Jack in the Box Inc. is actually cheaper at 4. 0x — notably different from the trailing picture, reflecting expected earnings growth. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Sysco Corporation wins at 0. 29x versus McDonald's Corporation's 1. 54x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.
03Which is the better long-term investment — BH or WEN or MCD or JACK or SYY?
Over the past 5 years, Biglari Holdings Inc.
(BH) delivered a total return of +103. 2%, compared to -82. 8% for Jack in the Box Inc. (JACK). Over 10 years, the gap is even starker: MCD returned +151. 6% versus JACK's -59. 6%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — BH or WEN or MCD or JACK or SYY?
By beta (market sensitivity over 5 years), McDonald's Corporation (MCD) is the lower-risk stock at 0.
12β versus Jack in the Box Inc. 's 1. 71β — meaning JACK is approximately 1355% more volatile than MCD relative to the S&P 500. On balance sheet safety, Biglari Holdings Inc. (BH) carries a lower debt/equity ratio of 26% versus 16% for The Wendy's Company — giving it more financial flexibility in a downturn.
05Which is growing faster — BH or WEN or MCD or JACK or SYY?
By revenue growth (latest reported year), McDonald's Corporation (MCD) is pulling ahead at 3.
7% versus -6. 7% for Jack in the Box Inc. (JACK). On earnings-per-share growth, the picture is similar: McDonald's Corporation grew EPS 4. 9% year-over-year, compared to -127. 6% for Jack in the Box Inc.. Over a 3-year CAGR, SYY leads at 5. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — BH or WEN or MCD or JACK or SYY?
McDonald's Corporation (MCD) is the more profitable company, earning 31.
9% net margin versus -5. 5% for Jack in the Box Inc. — meaning it keeps 31. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: MCD leads at 46. 1% versus -1. 2% for JACK. At the gross margin level — before operating expenses — MCD leads at 57. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is BH or WEN or MCD or JACK or SYY more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, Sysco Corporation (SYY) is the more undervalued stock at a PEG of 0. 29x versus McDonald's Corporation's 1. 54x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Jack in the Box Inc. (JACK) trades at 4. 0x forward P/E versus 21. 0x for McDonald's Corporation — 16. 9x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JACK: 43. 6% to $19. 92.
08Which pays a better dividend — BH or WEN or MCD or JACK or SYY?
In this comparison, WEN (14.
3% yield), JACK (6. 3% yield), SYY (2. 8% yield), MCD (2. 5% yield) pay a dividend. BH does not pay a meaningful dividend and should not be held primarily for income.
09Is BH or WEN or MCD or JACK or SYY better for a retirement portfolio?
For long-horizon retirement investors, McDonald's Corporation (MCD) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0.
12), 2. 5% yield, +151. 6% 10Y return). Jack in the Box Inc. (JACK) carries a higher beta of 1. 71 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (MCD: +151. 6%, JACK: -59. 6%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between BH and WEN and MCD and JACK and SYY?
These companies operate in different sectors (BH (Consumer Cyclical) and WEN (Consumer Cyclical) and MCD (Consumer Cyclical) and JACK (Consumer Cyclical) and SYY (Consumer Defensive)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
In terms of investment character: BH is a small-cap quality compounder stock; WEN is a small-cap deep-value stock; MCD is a large-cap quality compounder stock; JACK is a small-cap income-oriented stock; SYY is a mid-cap quality compounder stock. WEN, MCD, JACK, SYY pay a dividend while BH does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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