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Arcos Dorados Holdings Inc.Informe acción NYSE:ARCO

Capitalización bursátil US$1.7b
Precio de las acciones
n/a
1Y24.9%
7D-0.6%
1D-0.2%
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Arcos Dorados Holdings Inc.

Informe acción NYSE:ARCO

Capitalización de mercado: US$1.7b

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Competidores de Arcos Dorados Holdings Inc.

Historial de precios y rendimiento

Resumen de las cotizaciones máximas, mínimas y variaciones del Arcos Dorados Holdings
Precios históricos de las acciones
Precio actual de la acciónUS$8.17
Máximo en las últimas 52 semanasUS$9.75
Mínimo de 52 semanasUS$6.51
Beta0.49
Cambio en 1 mes1.62%
Variación en 3 meses-6.95%
Cambio de 1 año24.92%
Variación en 3 años-24.00%
Variación en 5 años33.28%
Variación desde la OPV-60.39%

Noticias y actualizaciones recientes

Actualización de narrativa Jul 09

ARCO: Debt Redemption And New Restaurant Openings Will Support Future Upside

The analyst price target for Arcos Dorados Holdings has been revised from $12.00 to $14.00 as analysts factor in updated fair value estimates, slight adjustments to the discount rate, revenue growth and profit margin assumptions, and a higher future P/E, supported in part by recent positive Street research. What’s in the News for Arcos Dorados Holdings Arcos Dorados Holdings announced plans to redeem all outstanding 6.125% sustainability-linked senior notes due 2029 at 103.063% of principal plus accrued interest, with an expected redemption date of July 16, 2026 (source: company announcement).
Actualización de narrativa Jun 25

ARCO: Future Upside Will Hinge On Sustaining 2026 Margin Execution

Analysts have adjusted their fair value estimate for Arcos Dorados Holdings to $11.15 from $9.91, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E following recent positive research actions and price target changes from the Street. Analyst Commentary Recent Street research on Arcos Dorados Holdings provides a mix of optimism and caution, which helps explain the updated fair value estimate and the focus on execution, growth assumptions, and the implied P/E profile.
Actualización de narrativa Jun 08

ARCO: Fair View Will Hinge On 2026 Dividend And Cautious Upgrade Signals

Analysts have modestly lifted their $9.00 price target for Arcos Dorados Holdings, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, following recent research that includes an upgrade, a small target raise and cautious commentary around results. Analyst Commentary Recent research on Arcos Dorados Holdings combines a more constructive rating shift with guarded messages about how the stock could trade around results and valuation assumptions.

Recent updates

Actualización de narrativa Jul 09

ARCO: Debt Redemption And New Restaurant Openings Will Support Future Upside

The analyst price target for Arcos Dorados Holdings has been revised from $12.00 to $14.00 as analysts factor in updated fair value estimates, slight adjustments to the discount rate, revenue growth and profit margin assumptions, and a higher future P/E, supported in part by recent positive Street research. What’s in the News for Arcos Dorados Holdings Arcos Dorados Holdings announced plans to redeem all outstanding 6.125% sustainability-linked senior notes due 2029 at 103.063% of principal plus accrued interest, with an expected redemption date of July 16, 2026 (source: company announcement).
Actualización de narrativa Jun 25

ARCO: Future Upside Will Hinge On Sustaining 2026 Margin Execution

Analysts have adjusted their fair value estimate for Arcos Dorados Holdings to $11.15 from $9.91, reflecting updated assumptions on the discount rate, revenue growth, profit margins, and future P/E following recent positive research actions and price target changes from the Street. Analyst Commentary Recent Street research on Arcos Dorados Holdings provides a mix of optimism and caution, which helps explain the updated fair value estimate and the focus on execution, growth assumptions, and the implied P/E profile.
Actualización de narrativa Jun 08

ARCO: Fair View Will Hinge On 2026 Dividend And Cautious Upgrade Signals

Analysts have modestly lifted their $9.00 price target for Arcos Dorados Holdings, citing updated assumptions for discount rates, revenue growth, profit margins and future P/E, following recent research that includes an upgrade, a small target raise and cautious commentary around results. Analyst Commentary Recent research on Arcos Dorados Holdings combines a more constructive rating shift with guarded messages about how the stock could trade around results and valuation assumptions.
Actualización de narrativa May 24

ARCO: Fair View Will Depend On 2026 Dividend And Mixed Rating Shifts

Narrative Update Analysts have nudged their price targets for Arcos Dorados higher to $9.00, citing recent upgrades and target raises, along with modest adjustments to assumptions for revenue growth, profit margins and the discount rate, as well as a slightly higher future P/E multiple. Analyst Commentary Recent Street research around Arcos Dorados has featured a mix of optimism and caution.
Seeking Alpha May 22

Arcos Dorados Comparable Results Are Way Lower Than On The Surface

Summary Arcos Dorados reported strong 1Q26 headline results, but underlying fundamentals remain pressured by local inflation and currency effects. ARCO's apparent revenue and EBITDA growth are largely driven by currency appreciation and inflation, not genuine business improvement. Adjusted EBITDA was boosted by non-recurring gains, while comparable sales likely declined on an inflation-adjusted basis in key regions. I maintain a hold rating on ARCO, as its 12x+ P/E reflects currency-overvalued earnings amid cyclical and competitive challenges. Read the full article on Seeking Alpha
Actualización de narrativa May 01

ARCO: Fair View Will Hinge On 2026 Dividends And Execution Risks

Analysts have raised their average price target on Arcos Dorados to $9.00 from $7.80, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E following recent research updates from major banks. Analyst Commentary Recent Street research on Arcos Dorados shows a mix of upgrades and price target increases, alongside more cautious views that focus on execution and valuation risks.
Actualización de narrativa Apr 14

ARCO: Dividend And New Restaurant Openings Will Support Future Upside

Analysts have raised their consolidated price target for Arcos Dorados Holdings to $12.00, citing updated views on revenue growth, profit margins and P/E assumptions following a series of mixed recent research updates. Analyst Commentary Recent research updates around Arcos Dorados Holdings point to a more constructive tone from several bullish analysts, especially those lifting price targets in light of revised assumptions for revenue, margins and P/E.
Actualización de narrativa Mar 31

ARCO: Future Upside Will Rely On Executing 2026 Restaurant And Dividend Plans

Analysts have nudged their price target on Arcos Dorados to $9.91, a change supported by updated views on its discount rate, revenue growth, profit margin, and forward P/E assumptions, as well as mixed recent research highlighting cautious reactions to results alongside a modest $0.30 target move from one major firm. Analyst Commentary Recent Street research around Arcos Dorados highlights a mix of cautious and more constructive views, with attention on how the latest results and updated assumptions affect the stock’s risk and reward profile.
Actualización de narrativa Mar 17

ARCO: Future Upside Will Hinge On Executing 2026 Restaurant Expansion Plans

Analysts nudged their price target on Arcos Dorados Holdings up by $0.30, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E, which they say support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as consistent with updated assumptions on discount rates, revenue growth, profit margins, and future P/E, which together point to a more supportive valuation framework.
Actualización de narrativa Mar 03

ARCO: Future Upside Will Rely On Execution Of 2026 Expansion Plan

Analysts have increased their average price target for Arcos Dorados by $0.30, citing updated assumptions on fair value, discount rates, revenue growth, profit margins and future P/E that support a slightly higher valuation framework. Analyst Commentary Bullish Takeaways Bullish analysts view the US$0.30 price target increase as a sign that updated fair value work still supports upside based on the current assumptions used in their models.
Actualización de narrativa Feb 17

ARCO: Currency Tailwinds And New Restaurant Openings Will Support Upside

Analysts have adjusted their view on Arcos Dorados Holdings, trimming the fair value estimate from $13.42 to $12.00. This revision still reflects recent Street research, including a modest $0.30 increase in the price target cited by JPMorgan, as they update assumptions for revenue growth, profit margins and the discount rate.
Actualización de narrativa Feb 03

ARCO: Fair Stance Will Hinge On Brazil Momentum And 2026 Expansion

Analysts have slightly reduced their 12-month price target on Arcos Dorados to US$8.70 from US$8.80, citing ongoing momentum that they view as still lagging in Brazil. Analyst Commentary Recent Street research has kept the tone measured for Arcos Dorados, with the latest move being a small trim in the 12 month price target to US$8.70.
Artículo de análisis Jan 25

Little Excitement Around Arcos Dorados Holdings Inc.'s (NYSE:ARCO) Earnings

Arcos Dorados Holdings Inc.'s ( NYSE:ARCO ) price-to-earnings (or "P/E") ratio of 6.7x might make it look like a strong...
Actualización de narrativa Jan 19

ARCO: Fair Stance Expects Brazil Momentum To Shape Near Term Returns

Analysts have trimmed their average price target for Arcos Dorados by about $0.10 to around $8.70, citing more cautious views on near term momentum, particularly in Brazil. However, core model assumptions such as fair value, discount rate, revenue growth, profit margin and future P/E remain largely unchanged.
Artículo de análisis Jan 06

Arcos Dorados Holdings (NYSE:ARCO) Is Experiencing Growth In Returns On Capital

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. One common...
Actualización de narrativa Jan 05

ARCO: Neutral Stance Will Rely On Brazil Momentum And Margins

Analysts have slightly lowered their price targets on Arcos Dorados, with recent adjustments from US$8.80 to US$8.70 and to US$8.50, reflecting views that momentum in Brazil is still lagging. This development informs our updated narrative on the stock.
Artículo de análisis Dec 20

Calculating The Fair Value Of Arcos Dorados Holdings Inc. (NYSE:ARCO)

Key Insights Arcos Dorados Holdings' estimated fair value is US$6.83 based on 2 Stage Free Cash Flow to Equity Current...
Actualización de narrativa Dec 16

ARCO: Neutral Outlook Will Hinge On Brazil Momentum And Margin Execution

Analysts have trimmed their price target on Arcos Dorados Holdings to about $7.80 from $8.50, reflecting slightly weaker expectations for revenue growth and profit margins, even as they acknowledge a modestly lower discount rate and somewhat higher future valuation multiples. Analyst Commentary Recent Street research reflects a more cautious stance on Arcos Dorados, with multiple bearish analysts moderating their expectations for the stock.
Actualización de narrativa Dec 02

ARCO: Future Upside Will Depend On Momentum Recovery In Brazil

Analysts have slightly lowered their price target for Arcos Dorados Holdings by $0.10, citing ongoing momentum concerns, particularly in Brazil. Analyst Commentary Recent analyst commentary on Arcos Dorados Holdings reflects a balanced view of the company's valuation and operational trends, with particular focus on its performance in the Brazilian market.
Artículo de análisis Dec 01

Does Arcos Dorados Holdings (NYSE:ARCO) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it seems the smart money knows that...
Actualización de narrativa Nov 18

ARCO: Future Earnings Outlook Will Improve If Brazil Momentum Recovers

The analyst price target for Arcos Dorados Holdings has been reduced from $10.40 to $9.51. Analysts cite moderated growth expectations and ongoing market challenges as reasons for the adjustment.
Artículo de análisis Oct 15

Arcos Dorados Holdings (NYSE:ARCO) Is Paying Out A Dividend Of $0.06

Arcos Dorados Holdings Inc. ( NYSE:ARCO ) has announced that it will pay a dividend of $0.06 per share on the 26th of...
Artículo de análisis Sep 28

Arcos Dorados Holdings' (NYSE:ARCO) Dividend Will Be $0.06

Arcos Dorados Holdings Inc. ( NYSE:ARCO ) has announced that it will pay a dividend of $0.06 per share on the 26th of...
Artículo de análisis Sep 19

Arcos Dorados Holdings (NYSE:ARCO) Is Looking To Continue Growing Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Artículo de análisis Aug 14

Arcos Dorados Holdings (NYSE:ARCO) Has Affirmed Its Dividend Of $0.06

Arcos Dorados Holdings Inc. ( NYSE:ARCO ) has announced that it will pay a dividend of $0.06 per share on the 26th of...
Artículo de análisis Jul 13

Arcos Dorados Holdings (NYSE:ARCO) Is Due To Pay A Dividend Of $0.06

Arcos Dorados Holdings Inc.'s ( NYSE:ARCO ) investors are due to receive a payment of $0.06 per share on 26th of...
Artículo de análisis Jun 29

Arcos Dorados Holdings (NYSE:ARCO) Is Paying Out A Dividend Of $0.06

The board of Arcos Dorados Holdings Inc. ( NYSE:ARCO ) has announced that it will pay a dividend of $0.06 per share on...
Artículo de análisis Apr 08

Arcos Dorados Holdings' (NYSE:ARCO) Dividend Will Be $0.06

Arcos Dorados Holdings Inc. ( NYSE:ARCO ) has announced that it will pay a dividend of $0.06 per share on the 27th of...
Artículo de análisis Apr 04

Take Care Before Diving Into The Deep End On Arcos Dorados Holdings Inc. (NYSE:ARCO)

Arcos Dorados Holdings Inc.'s ( NYSE:ARCO ) price-to-earnings (or "P/E") ratio of 11.3x might make it look like a buy...
Seeking Alpha Mar 18

Arcos Dorados Provided Little Data On Its Franchise Agreement, The Name Is Not Attractive

Summary Arcos Dorados' 4Q24 revenue declined due to FX headwinds, but comparable sales rose 1.7x inflation, indicating healthy demand despite macroeconomic challenges. Margins remain weak despite revenue growth, with EBITDA margin expanding only 40bps, highlighting high reinvestment needs and rising costs. The new Master Franchise Agreement with McDonald's lacks transparency, with key details on marketing and CAPEX requirements still undisclosed. Excessive CAPEX over D&A raises concerns about earnings quality; with an adjusted earnings yield of ~5%, I maintain a Hold rating on ARCO. Read the full article on Seeking Alpha
Artículo de análisis Mar 15

Arcos Dorados Holdings (NYSE:ARCO) Will Pay A Dividend Of $0.06

Arcos Dorados Holdings Inc.'s ( NYSE:ARCO ) investors are due to receive a payment of $0.06 per share on 27th of March...
Artículo de análisis Feb 26

Is Now An Opportune Moment To Examine Arcos Dorados Holdings Inc. (NYSE:ARCO)?

Arcos Dorados Holdings Inc. ( NYSE:ARCO ), is not the largest company out there, but it saw a double-digit share price...
Artículo de análisis Feb 03

Is Arcos Dorados Holdings (NYSE:ARCO) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Seeking Alpha Jan 03

Arcos Dorados: MFA Renewal, Argentinian Recovery To Drive Earnings (Rating Upgrade)

Summary Arcos Dorados renewed its franchise agreement with McDonald’s, likely to reduce paid royalty fees slightly from 2025 forward. Earnings have remained turbulent due to economic uncertainty in Argentina and Venezuela, but the concerns should subside with better GDP growth expected in 2025. As the stock has continued to fall, I now estimate Arcos Dorados' stock to be valued attractively with 48% upside to a fair value of around $11.1. Read the full article on Seeking Alpha
Artículo de análisis Dec 11

Arcos Dorados Holdings Inc. (NYSE:ARCO) Shares Could Be 30% Above Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Arcos Dorados Holdings fair value estimate is US$6.15 Arcos...
Seeking Alpha Dec 03

Arcos Dorados Costs Are Delevering, Not A Great Sign, Maintain Hold

Summary Arcos Dorados' 3Q24 earnings show revenue growth in local currencies but flat in USD, with Argentina facing significant challenges due to deep recession and high inflation. The new master agreement with McDonald's has not been explained in detail, particularly regarding CAPEX requirements, raising concerns about future profitability and operational margins. Arcos FY24E earnings yield of 10% could seem interesting, considering the company is also growing. However, plans for aggressive expansion in 2025, increasing CAPEX and D&A could significantly impact operating margins and net income, leading to a lower forward yield. Given the uncertainties and potential margin pressures, I maintain a Hold rating on Arcos Dorados, awaiting more clarity on the new agreement and CAPEX details. Read the full article on Seeking Alpha
Artículo de análisis Nov 25

Why Investors Shouldn't Be Surprised By Arcos Dorados Holdings Inc.'s (NYSE:ARCO) Low P/E

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
Artículo de análisis Oct 28

Does Arcos Dorados Holdings (NYSE:ARCO) Have A Healthy Balance Sheet?

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Artículo de análisis Sep 28

Arcos Dorados Holdings (NYSE:ARCO) Is Doing The Right Things To Multiply Its Share Price

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'd...
Seeking Alpha Sep 20

Arcos Dorados: Hold Until New Franchise Agreement With MCD Materializes

Summary Arcos Dorados' 2Q24 results show strong topline growth but flat operating income, with challenges in Argentina and increased delivery costs impacting margins. The company is negotiating a 20-year franchise agreement with McDonald's, which could significantly affect future profitability and capital allocation policies. Concerns about high CAPEX, rising depreciation, and potential changes in the Master Franchise Agreement led me to downgrade Arcos to a Hold rating. Current valuation appears attractive, but uncertainties around future margins and the new franchise agreement warrant a cautious approach until more details are revealed. Read the full article on Seeking Alpha
Artículo de análisis Sep 13

Is It Too Late To Consider Buying Arcos Dorados Holdings Inc. (NYSE:ARCO)?

Arcos Dorados Holdings Inc. ( NYSE:ARCO ), might not be a large cap stock, but it saw significant share price movement...
User avatar
Nueva narrativa Sep 12

Dorados' Digital Transformation Fuels Growth And Expands Market Leadership In Latin America

Arcos Dorados' strategic move towards digitalization and implementing a loyalty program is expected to enhance customer engagement and sales, improving revenue and earnings.
Artículo de análisis Aug 31

Arcos Dorados Holdings Inc.'s (NYSE:ARCO) Intrinsic Value Is Potentially 24% Below Its Share Price

Key Insights Arcos Dorados Holdings' estimated fair value is US$6.71 based on 2 Stage Free Cash Flow to Equity Arcos...

Rentabilidad de los accionistas

ARCOUS HospitalityMercado US
7D-0.6%8.1%0.5%
1Y24.9%-3.9%16.5%

Rentabilidad vs. Industria: ARCO superó a la industria US Hospitality, que obtuvo un rendimiento del -3.9% el año pasado.

Rentabilidad vs. Mercado: ARCO superó al mercado US, que obtuvo un rendimiento del 16.5% el año pasado.

Volatilidad de los precios

Is ARCO's price volatile compared to industry and market?
ARCO volatility
ARCO Average Weekly Movement5.4%
Hospitality Industry Average Movement6.8%
Market Average Movement7.2%
10% most volatile stocks in US Market16.3%
10% least volatile stocks in US Market3.2%

Precio estable de las acciones: ARCO no ha tenido una volatilidad de precios significativa en los últimos 3 meses en comparación con el mercado US.

Volatilidad a lo largo del tiempo: La volatilidad semanal de ARCO (5%) se ha mantenido estable durante el año pasado.

Acerca de la empresa

FundadaEmpleadosCEOPágina web
2007n/aLuis Raganatowww.arcosdorados.com

Arcos Dorados Holdings Inc. opera como franquiciado de restaurantes McDonald's. Tiene el derecho exclusivo de poseer, operar y otorgar franquicias de restaurantes McDonald's en 21 países y territorios de América Latina y el Caribe, incluyendo Argentina, Aruba, Brasil, Chile, Colombia, Costa Rica, Curazao, Ecuador, Guayana Francesa, Guadalupe, Martinica, México, Panamá, Perú, Puerto Rico, Trinidad y Tobago, Uruguay, las Islas Vírgenes de EE.UU. de Santa Cruz y Santo Tomás, y Venezuela.

Resumen de fundamentos de Arcos Dorados Holdings Inc.

¿Cómo se comparan los beneficios e ingresos de Arcos Dorados Holdings con su capitalización de mercado?
Estadísticas fundamentales de ARCO
Capitalización bursátilUS$1.73b
Beneficios(TTM)US$234.33m
Ingresos (TTM)US$4.82b
7.3x
Ratio precio-beneficio (PE)
0.4x
Ratio precio-ventas (PS)

Beneficios e Ingresos

Estadísticas clave de rentabilidad del último informe de resultados (TTM)
Cuenta de resultados (TTM) de ARCO
IngresosUS$4.82b
Coste de los ingresosUS$4.23b
Beneficio brutoUS$588.03m
Otros gastosUS$353.71m
BeneficiosUS$234.33m

Últimos beneficios comunicados

Mar 31, 2026

Próxima fecha de beneficios

Aug 13, 2026

Beneficios por acción (BPA)1.11
Margen bruto12.21%
Margen de beneficio neto4.86%
Ratio deuda/patrimonio128.6%

¿Cómo se ha desempeñado ARCO a largo plazo?

Ver rendimiento histórico y comparativa

Dividendos

3.4%
Rentabilidad actual por dividendo
25%
Ratio de pagos
¿Cuándo hay que comprar ARCO para recibir un próximo dividendo?
fechas de dividendos de Arcos Dorados Holdings
Fecha ex dividendoSep 21 2026
Fecha de pago de dividendosSep 25 2026
Días hasta ex dividendo51 days
Días hasta la fecha de pago de dividendos55 days

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/07/31 02:28
Precio de las acciones al final del día2026/07/31 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arcos Dorados Holdings Inc. está cubierta por 20 analistas. 9 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Antonio Hernandez Velez LeijaBarclays
Robert Ford AguilarBofA Global Research
Pedro PintoBradesco S.A. Corretora de Títulos e Valores Mobiliários