Dutch Bros Inc. vs SHAKE SHACK INC., two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where BROS and SHAK diverge most: on fcf yield, BROS reads 1.9% and SHAK reads -0.4%; on operating margin, BROS reads 12.8% and SHAK reads 5.0%. The rest of the comparable metrics sit closer together. What BROS's price implies is a somewhat stretched bet versus history (whole-company basis). What SHAK's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | BROS | SHAK |
|---|---|---|
| Price | $38.03 | $66.87 |
| Market cap | $5.1B | $2.8B |
| Sector | Restaurants | Restaurants |
| Stage | Growth | Growth |
| P/E | 52.8 | 71.1 |
| P/B | 5.26 | 4.90 |
| P/S | 2.72 | 1.80 |
| EV/EBITDA | 17.3 | 16.2 |
| Revenue growth | +29.5% | +17.3% |
| Operating margin | 12.8% | 5.0% |
| Net margin | 4.9% | 2.6% |
| Return on equity | 9.5% | 7.0% |
| Return on assets | 2.7% | 2.0% |
| Return on invested capital | 12.1% | 5.0% |
| FCF yield | 1.9% | -0.4% |
| Debt / equity | 0.21 | 0.43 |
| Current ratio | 1.35 | 1.67 |
| Altman Z (solvency) | 2.00 | 2.21 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.