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Arcos Dorados Holdings Inc. Stock Price

NYSE:ARCO Community·US$1.7b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 22 Fair Values set on narratives written by author

ARCO Share Price Performance

US$8.30
0.88 (11.86%)
US$11.15
Fair Value
US$8.30
0.88 (11.86%)
25.6% undervalued intrinsic discount
US$11.15
Fair Value
Price US$8.30
AnalystConsensusTarget US$11.15
AnalystLowTarget US$9.00
AnalystHighTarget US$14.00

ARCO Community Narratives

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Fair Value US$11.15 25.6% undervalued intrinsic discount

Digital Adoption And Urban Demand Will Drive Future Success

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·
Fair Value US$9 7.8% undervalued intrinsic discount

Rising Costs In Brazil Will Constrain Margins Yet Spur Efficiency

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Fair Value US$14 40.7% undervalued intrinsic discount

Latin American Urbanization And Digital Momentum Will Elevate Fast Food

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US$11.15
25.6% undervalued intrinsic discount
Revenue
7.71% p.a.
Profit Margin
3.35%
Future PE
17.63x
Price in 2029
US$16.88
US$9
7.8% undervalued intrinsic discount
Revenue
3.95% p.a.
Profit Margin
3.41%
Future PE
15.35x
Price in 2029
US$13.44

Trending Discussion

No trending discussion available.

Updated Narratives

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

Fair Value: US$14 40.7% undervalued intrinsic discount
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ARCO: Future Upside Will Hinge On Sustaining 2026 Margin Execution

Fair Value: US$11.15 25.6% undervalued intrinsic discount
14 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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ARCO: Fair View Will Hinge On 2026 Dividend And Cautious Upgrade Signals

Fair Value: US$9 7.8% undervalued intrinsic discount
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Snowflake Analysis

Very undervalued with solid track record.

3 Risks
4 Rewards

Arcos Dorados Holdings Inc. Key Details

US$4.8b

Revenue

US$4.2b

Cost of Revenue

US$588.0m

Gross Profit

US$353.7m

Other Expenses

US$234.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Aug 13, 2026
1.11
12.21%
4.86%
128.6%
View Full Analysis

About ARCO

Founded
2007
Employees
n/a
CEO
Luis Raganato
WebsiteView website
www.arcosdorados.com

Arcos Dorados Holdings Inc. operates as a franchisee of McDonald’s restaurants. It has the exclusive right to own, operate, and grant franchises of McDonald’s restaurants in 21 countries and territories in Latin America and the Caribbean, including Argentina, Aruba, Brazil, Chile, Colombia, Costa Rica, Curacao, Ecuador, French Guiana, Guadeloupe, Martinique, Mexico, Panama, Peru, Puerto Rico, Trinidad and Tobago, Uruguay, the U.S. Virgin Islands of St. Croix and St. Thomas, and Venezuela. Arcos Dorados Holdings Inc. was founded in 2007 and is based in Montevideo, Uruguay.

Recent ARCO News & Updates

Narrative Update 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).

Recent updates

No updates