Restaurant Brands International Inc.

NYSE:QSR 株式レポート

時価総額：US$34.4b

Restaurant Brands International 将来の成長

Future 基準チェック /26

Restaurant Brands International利益と収益がそれぞれ年間13.6%と1.4%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に53.2% 10.8%なると予測されています。

主要情報

13.6%

収益成長率

10.78%

EPS成長率

Hospitality 収益成長18.5%
収益成長率1.4%
将来の株主資本利益率53.16%
アナリストカバレッジ

Good

最終更新日26 May 2026

今後の成長に関する最新情報

分析記事 • Nov 02

Earnings Update: Restaurant Brands International Inc. (NYSE:QSR) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Restaurant Brands International Inc. ( NYSE:QSR ) released its third-quarter result...

Recent updates

ナラティブの更新 • May 09

QSR: China Expansion And Turnaround Execution Will Shape Fairly Balanced Outlook

Analysts raised the implied fair value estimate for Restaurant Brands International to $85.07 from $82.93, reflecting revised assumptions around slightly higher profit margins and a modestly richer future P/E multiple. This change is supported by a recent wave of price target increases across the Street following the company's investor day.
ナラティブの更新 • Apr 25

QSR: China Expansion And Execution On Turnaround Plans Will Shape Balanced Outlook

The analyst price target for Restaurant Brands International has been raised by about $3 to $82.93, as analysts factor in updated views on fair value, discount rates, margins and long term growth following recent research updates. Analyst Commentary Recent research updates on Restaurant Brands International show a cluster of higher price targets following the company’s investor day, alongside a smaller group of more cautious revisions.
Seeking Alpha • Apr 21

McValue Pressure Makes Restaurant Brands International's Valuation Hard To Swallow

Summary Restaurant Brands International (QSR) remains fundamentally solid but faces margin pressure from inflation and intensifying value-focused competition. I assign a hold rating on QSR due to macroeconomic headwinds, despite robust revenue growth and strategic value initiatives. QSR’s franchise-heavy model supports high margins, but thin net income margins and aggressive promotions could weigh on free cash flow. I would consider buying QSR if economic conditions improve or share prices decline, but for now, I recommend monitoring fast food value wars closely. Read the full article on Seeking Alpha
ナラティブの更新 • Apr 09

QSR: China Expansion And Capital Spending Will Drive Execution Risks And Opportunities

Analysts have slightly raised their blended price targets for Restaurant Brands International to around $80, supported by recent research that highlights momentum from the Burger King U.S. turnaround, clearer store growth plans in key markets, and updated models following the company’s investor day. Analyst Commentary Recent research around Restaurant Brands International clusters around reactions to the investor day, refreshed financial models, and updated views on brand level execution, especially at Burger King U.S. and in key international markets.
ナラティブの更新 • Mar 26

QSR: China Expansion And Capital Spending Will Shape Future Execution Risks And Upside

Analysts have inched their average price targets higher for Restaurant Brands International, with the updated fair value estimate rising by about $0.10 to $79.96. They point to increased confidence after the recent investor day, including Burger King U.S. turnaround efforts, clearer store growth plans in China and steady momentum at Tim Hortons Canada.
ナラティブの更新 • Mar 12

QSR: China Expansion And Capital Spending Will Shape Balanced Future Outlook

Analysts have increased their average price target for Restaurant Brands by about $2. This suggests renewed confidence after Investor Day in the long-term growth algorithm, Burger King U.S. momentum, and broader franchise and new unit development plans across key markets.
ナラティブの更新 • Feb 25

QSR: China Expansion And Higher Capital Spending Will Support Future Upside

Analysts have trimmed their average price targets on Restaurant Brands International by a few dollars to around the low $70s, citing expectations for higher capital spending and pockets of weaker brand unit economics, even as they adjust long term P/E and margin assumptions. Analyst Commentary Recent research commentary clusters around a common theme for Restaurant Brands International, with analysts fine tuning their models on capital spending, unit level returns and longer term P/E and margin assumptions rather than making wholesale calls on the business.
ナラティブの更新 • Feb 11

QSR: China Expansion And Quick Service Share Gains Will Drive Future Upside

Analysts have inched their price targets for Restaurant Brands International slightly lower, trimming the implied fair value by about $0.14 to reflect updated discount rate and P/E assumptions, alongside recent mixed target changes from Citi, BofA, and Barclays. Analyst Commentary Recent research paints a mixed picture for Restaurant Brands International, with one major firm lifting its target while others trim theirs.
ナラティブの更新 • Jan 26

QSR: Upcoming Earnings Will Test Bullish Case On Quick Service Share Gains

Narrative Update Analysts have lifted their price target on Restaurant Brands International to $86 from $78, pointing to updated 2026 sector views that favor quick service chains over fast casual and casual dining peers and that reflect modest tweaks to assumptions around discount rate, revenue growth, profit margins and future P/E. Analyst Commentary Recent research highlights a more constructive stance on Restaurant Brands International, with the revised US$86 price target reflecting updated views on both the company and the broader restaurant sector through 2026.
ナラティブの更新 • Jan 12

QSR: Upcoming Earnings And Japan Deal Will Test Bullish Undervaluation Thesis

Narrative Update on Restaurant Brands International The implied fair value estimate for Restaurant Brands International edges higher to about US$78.45 from roughly US$78.14 as analysts factor in slightly higher future P/E expectations, a modestly higher discount rate, and small adjustments to revenue growth and profit margin assumptions, alongside recent Street price target moves to US$86 and US$62 that reflect differing views on sector sales pressures and quick service share trends. Analyst Commentary Recent Street research around Restaurant Brands International highlights a clear split between optimistic and cautious views, with differing takes on how sector headwinds, quick service positioning, and valuation risk line up against the company’s earnings profile.
ナラティブの更新 • Dec 15

QSR: Upcoming Earnings And Global Deals Will Shape Defense Against Sector Headwinds

Analysts have nudged their price target on Restaurant Brands International modestly higher by about $2 to reflect a slightly improved fair value estimate near $78, citing resilient earnings expectations and a belief that even low-valuation restaurant stocks could see support if upcoming results meet consensus, despite mounting macro pressures. Analyst Commentary Recent Street research positions Restaurant Brands International as a name where execution against consensus expectations will be critical for near term share performance, particularly as the broader restaurant space faces muted investor enthusiasm.
ナラティブの更新 • Nov 30

QSR: Earnings Resilience And Global Expansion Will Steady Outlook Amid Sector Headwinds

The consensus analyst price target for Restaurant Brands International has been modestly reduced from $78.25 to $77.93. Analysts cite heightened caution after recent earnings and growing macroeconomic pressures in the sector.
ナラティブの更新 • Nov 16

QSR: Future Expansion In China Will Drive Confidence Amid Market Volatility

Restaurant Brands International's analyst price target has risen modestly to $78.25 per share, as analysts point to stable earnings consensus and note that expectations for value-focused restaurant chains have improved, even though there is broader market caution. Analyst Commentary Analysts have provided a range of perspectives regarding Restaurant Brands International's valuation and market outlook, reflecting both optimism over improving fundamentals and caution over external industry pressures.
分析記事 • Nov 02

Earnings Update: Restaurant Brands International Inc. (NYSE:QSR) Just Reported Its Third-Quarter Results And Analysts Are Updating Their Forecasts

Last week, you might have seen that Restaurant Brands International Inc. ( NYSE:QSR ) released its third-quarter result...
ナラティブの更新 • Oct 31

QSR: Share Repurchase Expansion Will Drive Continued Upside Amid Market Uncertainty

Restaurant Brands International saw its analyst price target increase modestly, rising from approximately $76.32 to $77.69. Analysts cited improved revenue growth and profit margins in spite of ongoing macroeconomic challenges.
分析記事 • Sep 07

Is Restaurant Brands International (NYSE:QSR) Using Too Much Debt?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Jul 11

The Price Is Right For Restaurant Brands International Inc. (NYSE:QSR)

With a price-to-earnings (or "P/E") ratio of 23.3x Restaurant Brands International Inc. ( NYSE:QSR ) may be sending...
分析記事 • Jun 24

Returns At Restaurant Brands International (NYSE:QSR) Appear To Be Weighed Down

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Seeking Alpha • Apr 28

Restaurant Brands International Is An Appetizing Buy Amid Economic Uncertainty

Summary The quick-service fast food industry, including QSR, may offer a safe haven during economic uncertainty due to its value-oriented nature and local ingredient sourcing. QSR, owning brands like Tim Hortons and Burger King, is rated a strong buy by Seeking Alpha analysts, though I personally give it a soft buy. Despite high debt, QSR's investments in remodeling and acquisitions, along with a solid P/E ratio, suggest potential for growth and resilience. International expansion, particularly for Popeyes and Firehouse Subs, and Tim Hortons appeal during economic downturns, bolster QSR's long-term growth prospects. Read the full article on Seeking Alpha
Seeking Alpha • Feb 14

Restaurant Brands: Cooking Up A Comeback, One Remodel At A Time

Summary RBI delivered strong Q4 results, beating sales and EPS, with same-store sales growing 2.3% year-over-year, thanks to Tim Hortons' dominance in Canada. Tim Hortons continues to excel with 15 consecutive quarters of positive traffic growth, contributing significantly to RBI's overall performance and revenue. Despite challenges, Burger King and Popeyes showed signs of recovery in Q4, with Burger King remodeling efforts boosting future prospects. I maintain a 'Strong Buy' rating for RBI, with a price target range of $80 to $85, supported by a 20% margin of safety. Read the full article on Seeking Alpha
Seeking Alpha • Jan 13

Restaurant Brands: Technicals Are Still Weak, But Buying Opportunities Are Increasing

Summary Restaurant Brands International (NYSE: QSR) is fundamentally strong with stable topline growth, adequate cash levels, and a diversified business portfolio, making it a top-tier stock. Despite technical weaknesses, QSR's stochastics and RSI suggest a potential price rebound, leading to a strong buy rating. QSR's international expansion, especially with Tim Hortons, Burger King, Popeye’s, and Firehouse, has driven stable-despite-soft revenue growth, outperforming peers like McDonald's and Yum. The stock is severely undervalued with a potential upside of at least 25%, supported by strong cash flow, longer debt maturities, and favorable P/E and DCF valuations. Read the full article on Seeking Alpha
Seeking Alpha • Dec 26

Restaurant Brands International: Big Brands, Bigger Bargain

Summary Restaurant Brands International Inc. boasts a strong portfolio with Tim Hortons, Burger King, Popeyes, and Firehouse Subs, showing significant market share and global presence. Restaurant Brands International offers a secure 3.5% dividend yield, supported by a 6% FCF yield, despite a 15% YTD stock decline. Trading at a discount with a 2025 P/E of 18x, QSR stock is undervalued compared to its 5-year average of 22x. International expansion is key for QSR's future growth, with strategic plans to boost shareholder returns and maintain market leadership. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:QSR - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20289,9532,0972,2732,51312
12/31/202710,0051,9442,0322,29226
12/31/20269,8531,8481,7892,02926
3/31/20269,5891,0791,4881,747N/A
12/31/20259,4349021,3021,567N/A
9/30/20259,2649291,2631,503N/A
6/30/20259,1068621,2171,451N/A
3/31/20258,7769521,1271,366N/A
12/31/20248,4061,0211,3021,503N/A
9/30/20247,9301,2701,2541,425N/A
6/30/20247,4761,2701,1771,318N/A
3/31/20247,1711,2311,2481,376N/A
12/31/20237,0221,1901,2031,323N/A
9/30/20236,8919111,2221,343N/A
6/30/20236,7801,0191,1881,308N/A
3/31/20236,6441,0141,2431,351N/A
12/31/20226,5051,0081,3901,490N/A
9/30/20226,3629581,4501,538N/A
6/30/20226,1318191,5621,650N/A
3/31/20225,9308421,5931,694N/A
12/31/20215,7398381,6201,726N/A
9/30/20215,5517501,4521,568N/A
6/30/20215,3936741,3461,470N/A
3/31/20215,0035219381,051N/A
12/31/20204,968486804921N/A
9/30/20205,0895601,0721,173N/A
6/30/20205,2106161,1101,197N/A
3/31/20205,5626521,3821,458N/A
12/31/20195,603643N/A1,476N/A
9/30/20195,509641N/A1,403N/A
6/30/20195,426574N/A1,353N/A
3/31/20195,369599N/A1,430N/A
12/31/20185,357612N/A1,165N/A
9/30/20185,206844N/A1,220N/A
6/30/20185,040801N/A1,188N/A
3/31/20184,829724N/A991N/A
12/31/20174,576626N/A1,391N/A
9/30/20174,453350N/A1,194N/A
6/30/20174,320344N/A1,254N/A
3/31/20174,228346N/A1,375N/A
12/31/20164,146346N/A1,250N/A
9/30/20164,091279N/A1,173N/A
6/30/20164,035242N/A1,202N/A
3/31/20164,037162N/A1,126N/A
12/31/20154,052104N/A1,205N/A
9/30/20153,413-459N/A834N/A
6/30/20152,672-532N/A554N/A

アナリストによる今後の成長予測

収入対貯蓄率: QSRの予測収益成長率 (年間13.6% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: QSRの収益 ( 13.6% ) US市場 ( 16.8% ) よりも低い成長が予測されています。

高成長収益: QSRの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: QSRの収益 ( 1.4% ) US市場 ( 11.7% ) よりも低い成長が予測されています。

高い収益成長: QSRの収益 ( 1.4% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: QSRの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 53.2 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/26 05:56
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Restaurant Brands International Inc. 26 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。50

アナリスト機関
Jim MarroneAccountability Research Corporation
John StaszakArgus Research Company
David TarantinoBaird