Arcos Dorados Holdings vs Brinker International
Brinker International is the larger business, with $5.81bn of revenue in fiscal 2026 against $4.68bn for Arcos Dorados Holdings (1.2 times as much). Brinker International grew faster (7.9% against 4.7%). Brinker International kept more of each dollar of sales as profit: a net margin of 8.4% against 4.5%. Brinker International carries less debt relative to equity (101.0% against 149.1%).
| Latest fiscal year | Arcos Dorados HoldingsARCO, 2025 | Brinker InternationalEAT, 2026 |
|---|---|---|
| Revenue | $4.68bn | $5.81bn |
| Revenue growth | 4.7% | 7.9% |
| Net income | $212m | $487m |
| Operating margin | 7.8% | 10.7% |
| Net margin | 4.5% | 8.4% |
| Return on equity | 33.2% | 119.6% |
| Free cash flow | $15.0m | $558m |
| Cash | $373m | $110m |
| Total debt | $1.15bn | $448m |
| Debt to equity | 149.1% | 101.0% |
| Dividend per share | — | — |
| Dividend yield | 3.5% | — |
| Share buybacks | — | $444m |
| Employees | — | — |
| Market value | $1.42bn | $8.62bn |
| Price vs our value range | — | Within our value range |
| Moat score | — | 56 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 33 sales |