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ARCOArcos Dorados Holdings Inc.
$7.41$1.6B
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  4. Financial Ratios

Arcos Dorados Holdings Inc. (ARCO) Financial Ratios

Latest Ratios: P/E Ratio 7.3x · EV/EBITDA 6.3x · ROE 33.1%. (2008–2025 historical series)

Income StatementBalance SheetCash FlowRatios
AnnualQuarterly

ARCO Valuation Multiples

Price-based multiples — how expensive the stock is relative to earnings, sales, book value, and cash flow

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Market Cap$1.6B$1.5B$1.5B$2.7B$1.8B$1.2B$1.0B$1.7B$1.7B$2.2B$1.2B
Enterprise Value$3.4B$3.4B$3.1B$4.2B$3.1B$2.5B$2.5B$3.1B$2.1B$2.5B$1.5B
P/E Ratio →7.347.2710.2514.7612.4826.50—21.0345.8217.2914.78
P/S Ratio0.330.330.340.620.490.460.520.570.550.670.39
P/B Ratio2.022.003.015.175.435.555.223.994.284.483.28
P/FCF104.11103.11—122.2313.728.58———27.6416.05
P/OCF5.275.225.757.005.104.7664.737.529.368.717.03

P/E links to full P/E history page with 30-year chart

ARCO EV Ratios

Enterprise-value multiples — capital-structure-neutral measures of total business value

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
EV / Revenue—0.730.700.960.840.931.251.060.690.770.53
EV / EBITDA6.276.246.218.997.959.5441.1411.069.236.845.67
EV / EBIT9.809.139.5813.2211.5519.47—18.3015.3310.147.49
EV / FCF—227.96—190.5623.8117.33———31.6821.40

ARCO Profitability

Margins and return-on-capital ratios measuring operating efficiency

Margins

Full margin charts and quarterly trend are on the Earnings History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Gross Margin12.3%12.3%13.1%13.8%13.6%12.2%5.8%12.4%13.4%13.5%12.2%
Operating Margin7.5%7.5%7.3%7.2%7.3%5.2%-3.4%5.4%4.0%8.2%6.1%
Net Profit Margin4.5%4.5%3.3%4.2%3.9%1.7%-7.5%2.7%1.2%3.9%2.7%

Return on Capital

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
ROE33.1%33.1%29.0%43.1%51.4%21.7%-48.2%19.6%8.3%30.5%24.7%
ROA6.3%6.3%5.0%6.4%5.6%2.0%-6.2%3.9%2.2%7.8%5.4%
ROIC11.1%11.1%11.9%13.0%12.8%6.7%-2.9%8.9%11.2%26.3%17.1%
ROCE13.5%13.5%15.1%15.5%14.6%7.9%-3.6%10.5%10.8%25.3%20.0%

ARCO Leverage & Debt

Solvency and debt-coverage ratios — lower is generally safer

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Debt / Equity2.912.913.383.274.816.928.113.731.611.281.65
Debt / EBITDA4.104.103.433.654.065.8926.715.552.751.702.13
Net Debt / Equity—2.423.112.893.995.667.273.441.100.661.09
Net Debt / EBITDA3.423.423.163.233.374.8123.955.121.890.871.42
Debt / FCF—124.85—68.3310.098.75———4.045.35
Interest Coverage8.648.646.899.776.042.57-2.953.282.613.673.07

ARCO Liquidity & Efficiency

Short-term solvency ratios and asset-utilisation metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Current Ratio1.031.030.610.720.900.870.830.680.941.080.81
Quick Ratio0.950.950.540.660.840.810.760.620.850.940.72
Cash Ratio0.510.510.180.290.400.450.330.200.400.540.36
Asset Turnover—1.201.551.431.371.130.861.161.951.841.95
Inventory Turnover61.8261.8275.1970.6962.4261.8055.6268.5357.8834.7052.55
Days Sales Outstanding—19.4213.2215.7315.2414.3021.0115.7912.9916.2313.97

ARCO Shareholder Yields

Earnings, FCF, buyback, and dividend yields — total returns to shareholders

Dividends

Full dividend history and growth charts are on the Dividend History page

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Dividend Yield3.2%3.3%3.3%1.5%1.8%0.0%1.0%1.3%1.2%——
Payout Ratio23.8%23.8%34.0%22.1%22.5%0.0%—28.1%56.8%——

Total Shareholder Return Metrics

MetricTTMFY 2025FY 2024FY 2023FY 2022FY 2021FY 2020FY 2019FY 2018FY 2017FY 2016
Earnings Yield13.6%13.8%9.8%6.8%8.0%3.8%—4.8%2.2%5.8%6.8%
FCF Yield1.0%1.0%—0.8%7.3%11.7%———3.6%6.2%
Buyback Yield0.0%0.0%0.0%0.0%0.7%0.0%0.0%0.8%2.7%0.0%0.0%
Total Shareholder Yield3.2%3.3%3.3%1.5%2.5%0.0%1.0%2.2%4.0%0.0%0.0%
Shares Outstanding—$211M$211M$211M$211M$211M$208M$210M$216M$218M$217M

Key Metrics

Growth RegimeAccelerating
ProfitabilityStrained
Balance SheetStrained
Cash FlowMixed
Top Statement Risk

MFA Renewal & Margin Compression

Deep Value Discount Reflects LatAm Risk

Arcos Dorados trades at a significant discount to global QSR peers, with a P/E of 7.92 and EV/EBITDA of 6.50, suggesting the market is pricing in substantial sovereign and currency risk rather than operational weakness.

The company's valuation multiples are a fraction of franchisor peers like Restaurant Brands International (P/E 33.3, EV/EBITDA 17.7), indicating a profound 'LatAm discount' that likely overshadows its market-leading position. The low P/S ratio of 0.36, compared to the peer group, implies the market is not fully valuing the revenue stream generated by its exclusive franchise rights. This valuation gap appears structural, reflecting investor aversion to the region's macro volatility rather than a fundamental flaw in the business model.

Margin Compression Undermines Earning Power

Gross margin has compressed to 12.1% in 2026Q2 from a peak of 14.9% in 2024Q4, indicating that rising input costs are outpacing the company's pricing power and squeezing the core profitability of its restaurant operations.

The decline in gross margin is the most critical profitability trend, as it directly erodes the contribution from each transaction before fixed costs are covered. Operating margin has followed suit, falling to 5.9% from 7.5% over the same period, confirming that the company is unable to achieve operating leverage despite accelerating revenue growth. This suggests the business is caught in a cost squeeze, where inflationary pressures on food, paper, and labor are not being fully offset by menu price increases or digital efficiency gains.

Returns Volatile, Capital Intensity Persists

Return on Invested Capital (ROIC) has been volatile, ranging from 1.5% to 4.3% over the past ten quarters, indicating that the heavy capital base required by the franchise model is generating inconsistent returns for shareholders.

The erratic ROIC trend, with a recent reading of 2.1% in 2026Q2, highlights the challenge of earning an adequate return on the substantial property, plant, and equipment that constitutes 67% of total assets. While ROE spiked to 22.7% in 2025Q3, this was likely driven by a non-recurring item given the subsequent collapse to 3.3% in 2025Q4, making it an unreliable indicator of sustainable performance. The underlying return profile appears constrained by the capital-intensive nature of operating and remodeling thousands of restaurants under the MFA's reinvestment mandates.

Elevated Leverage Constrains Financial Flexibility

Despite a recent improvement, the debt-to-equity ratio remains elevated at 2.64 in 2026Q2, and the volatile interest coverage ratio, which fell to 5.21 in 2026Q1, suggests that debt service comfort is highly sensitive to quarterly earnings fluctuations.

The leverage profile is a key risk, as the $2.2B debt load is substantial relative to the $831M equity base, limiting financial flexibility ahead of the critical 2027 MFA renewal. The interest coverage ratio's wide swings, from 2.60 to 12.79 over the past year, indicate that the company's ability to service its debt is not stable and is heavily dependent on near-term profitability. This leverage, combined with the capital expenditure requirements of the franchise agreement, creates a potential refinancing risk if market conditions or operational performance deteriorate.

The Misapplied P/E Ratio

The P/E ratio is the most commonly misapplied metric for Arcos Dorados, as it obscures the capital-intensive, franchisee business model and the significant non-cash items that distort reported earnings.

Investors often compare ARCO's P/E of 7.92 directly to capital-light franchisors like McDonald's Corp, which is misleading because ARCO bears the full operational and capital costs of running restaurants. The company's earnings are also heavily influenced by non-cash lease expenses under IFRS 16 and hyperinflationary accounting adjustments in Argentina, making net income a poor proxy for cash generation. A more appropriate metric would be EV/EBITDA, which better reflects the operating cash flow potential of the asset-heavy model and is less distorted by capital structure and accounting choices.

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Includes 30+ ratios · 18 years · Updated daily

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ARCO — Frequently Asked Questions

Quick answers to the most common questions about buying ARCO stock.

What is Arcos Dorados Holdings Inc.'s P/E ratio?

Arcos Dorados Holdings Inc.'s current P/E ratio is 7.3x. The historical average is 23.2x. This places it at the 8th percentile of its historical range.

What is Arcos Dorados Holdings Inc.'s EV/EBITDA?

Arcos Dorados Holdings Inc.'s current EV/EBITDA is 6.3x. This enterprise value multiple compares the company's total value (equity + debt - cash) to its EBITDA. The historical average is 10.8x.

What is Arcos Dorados Holdings Inc.'s ROE?

Arcos Dorados Holdings Inc.'s return on equity (ROE) is 33.1%. This is above the typical threshold of 15-20% considered good for most companies. The historical average is 15.8%.

Is ARCO stock overvalued?

Based on historical data, Arcos Dorados Holdings Inc. is trading at a P/E of 7.3x. This is at the 8th percentile of its historical P/E range. Compare with industry peers and growth rates for a complete picture.

What is Arcos Dorados Holdings Inc.'s dividend yield?

Arcos Dorados Holdings Inc.'s current dividend yield is 3.24% with a payout ratio of 23.8%.

What are Arcos Dorados Holdings Inc.'s profit margins?

Arcos Dorados Holdings Inc. has 12.3% gross margin and 7.5% operating margin.

How much debt does Arcos Dorados Holdings Inc. have?

Arcos Dorados Holdings Inc.'s Debt/EBITDA ratio is 4.1x, indicating high leverage. A ratio above 4x may signal elevated financial risk.