StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
PTLO$4.17-2.80%
Fair $4.17+0.0%

PTLO

Portillo's Inc.

Consumer Cyclical / RestaurantsNasdaqGS

$4.17

-0.12 (-2.80%)

Fairly Valued+0.0%Fair Value $4.17Fund rank 20/100 · Data gapFallback financials|
SA 20/D
F-Score: 4/9
Low Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 18%

FCF escenarios

weak_data · normalized FCF $-17.1M · quality 25.7/100

Data gap 20/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 11/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

20/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 7Warnings: 1unknown: 7
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 4.1%, below the 5% threshold
Thesis & Journal · PTLOLocal privado en este navegador · Portillo's Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$302M

P/E

19.9x

↑

EV/EBITDA

12.5x

↑

ROE

4.1%

↓

Gross Margin

39.4%

↑

Debt/Equity

1.43

↑
52-Week Range$4
$4$12

TradingView lightweight chart

PTLO price, volumen y niveles de valoración

Último $4.170Periodo -85.7%
Fair value: $4.170

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2019–2025 · 6 años de histórico normalizado

Revenue CAGR

+7.3%

FCF CAGR

—

FCF margin

-2.5%

FCF / Net income

-0.96x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $732.1M · net income $19.3M · FCF $-18.5M

2019-FY → 2025-FY

Gross margin

39.4%— pts

Operating margin

7.0%-3.2% pts

Net margin

2.6%+5.3% pts

FCF margin

-2.5%-7.0% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
Income Statement
Revenue$732.1M$732.1M$710.6M$679.9M$587.1M$535.0M$455.5M$479.4M
Net Income$19.3M$19.3M$29.5M$18.4M$10.9M$-15.2M$-8.3M$-12.9M
EBITDA$76.0M$76.0M$94.8M$79.8M$67.5M$53.3M$81.9M$73.3M
EPS0.270.270.460.320.25-0.42-0.16-0.25
Gross Margin39.4%39.4%40.5%40.5%38.9%———
Operating Margin7.0%7.0%10.6%9.8%8.6%5.6%12.6%10.2%
Net Margin2.6%2.6%4.2%2.7%1.8%-2.8%-1.8%-2.7%
Balance Sheet
Debt/Equity1.431.431.491.712.041.843.31—
Current Ratio0.260.26——————
Cash Flow
Free Cash Flow$-18.5M$-18.5M$9.8M$-17.1M$9.8M$6.7M$36.8M$21.3M
Returns
ROE4.1%4.1%7.4%5.7%4.2%-8.9%-5.9%—
Valuation
P/E19.8619.8620.6746.4765.00———
EV/EBITDA12.4612.4612.4717.4317.37———
P/B0.630.631.522.642.71———
Growth & Yield
Revenue Growth3.0%3.0%4.5%15.8%—17.5%-5.0%—
EPS Growth-41.3%-41.3%43.8%28.0%—-162.5%36.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

11.1%

razonable

EPS terminal req.

$0.37

Spread vs growth

-52.4%

5Y implied EPS CAGR

10.6%

razonable

EPS terminal req.

$0.45

Spread vs growth

-51.9%

10Y implied EPS CAGR

10.3%

razonable

EPS terminal req.

$0.72

Spread vs growth

-51.6%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total -65.2%

Total return

-65.2%

Start / end P/E

26.1x → 15.4x

EPS bridge

0.46 → 0.27

Residual

+16.9%

EPS growth-41.3%
Multiple rerating-40.8%
Dividend+0.0%
Residual / FX / buybacks / cross-term+16.9%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.