ARCO Share Price Performance
US$7.71
-0.56 (-6.77%)
22.2% undervalued intrinsic discount
US$9.91
Fair Value
Price US$7.71
AnalystConsensusTarget US$9.91
AnalystHighTarget US$12.00
AnalystLowTarget US$7.80
Fair ValueUS$9.91
Share Pricen/a
Arcos Dorados Holdings Inc. Stock Price
- 3 Narratives written by author
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- 22 Fair Values set on narratives written by author
ARCO Community Narratives
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Fair Value US$9.91 22.2% undervalued intrinsic discount
Digital Adoption And Urban Demand Will Drive Future Success
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Fair Value US$12 35.8% undervalued intrinsic discount
Latin American Urbanization And Digital Momentum Will Elevate Fast Food
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Fair Value US$7.8 1.2% undervalued intrinsic discount
Rising Costs In Brazil Will Constrain Margins Yet Spur Efficiency
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Digital Adoption And Urban Demand Will Drive Future Success
Key Takeaways Digital initiatives, operational upgrades, and menu innovation are strengthening customer engagement, brand preference, and margins, supporting sustained revenue and profit growth. Favorable demographics and prudent pricing strategies are expected to boost demand, stabilize volumes, and position the company for long-term earnings expansion.Read more
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US$9.91
22.2% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
7.46% p.a.
Profit Margin
3.32%
Future PE
16.49x
Price in 2029
US$14.69
Latin American Urbanization And Digital Momentum Will Elevate Fast Food
Key Takeaways Accelerated digital adoption, loyalty program success, and modernized store expansion are driving stronger revenue growth and operating efficiency than analysts anticipate. Strategic menu innovation and localization, combined with favorable demographic trends and a solid balance sheet, position the company for sustained market share and margin gains.Read more
4
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US$12
35.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
7.99% p.a.
Profit Margin
3.36%
Future PE
19.51x
Price in 2029
US$17.86
Rising Costs In Brazil Will Constrain Margins Yet Spur Efficiency
Key Takeaways Growth from digital channels and youth demographics is challenged by evolving health trends and rising regulatory risks, potentially limiting revenue and increasing operating costs. Currency instability and fierce competition threaten earnings predictability, while sustainability investments may constrain near-term cash flow and earnings growth.Read more
12
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US$7.8
1.2% undervalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
7.88% p.a.
Profit Margin
3.38%
Future PE
12.85x
Price in 2029
US$11.8
Trending Discussion
Recently Updated Narratives
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ARCO: Future Upside Will Rely On Execution Of 2026 Expansion Plan
Fair Value: US$9.91 22.2% undervalued intrinsic discount
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AN
ARCO: Currency Tailwinds And New Restaurant Openings Will Support Upside
Fair Value: US$12 35.8% undervalued intrinsic discount
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AN
ARCO: Fair Stance Will Hinge On Brazil Momentum And 2026 Expansion
Fair Value: US$7.8 1.2% undervalued intrinsic discount
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Snowflake Analysis
Arcos Dorados Holdings Inc. Key Details
Last Reported Earnings
Sep 30, 2025
Next Reporting Earnings
Mar 19, 2026
- 1.16
- 12.39%
- 5.39%
- 131.5%
About ARCO
- Founded
- 2007
- Employees
- n/a
- CEO
- WebsiteView website
Arcos Dorados Holdings Inc. operates as a franchisee of McDonald’s restaurants. The company has the exclusive right to own, operate, and grant franchises of McDonald’s restaurants in 20 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. The company was founded in 2007 and is based in Montevideo, Uruguay.
