Arcos Dorados Holdings vs Texas Roadhouse
Texas Roadhouse is the larger business, with $5.88bn of revenue in fiscal 2025 against $4.68bn for Arcos Dorados Holdings (1.3 times as much). Texas Roadhouse grew faster (9.4% against 4.7%). Texas Roadhouse kept more of each dollar of sales as profit: a net margin of 6.9% against 4.5%. Texas Roadhouse carries less debt relative to equity (0.0% against 149.1%).
| Latest fiscal year | Arcos Dorados HoldingsARCO, 2025 | Texas RoadhouseTXRH, 2025 |
|---|---|---|
| Revenue | $4.68bn | $5.88bn |
| Revenue growth | 4.7% | 9.4% |
| Net income | $212m | $406m |
| Operating margin | 7.8% | 8.1% |
| Net margin | 4.5% | 6.9% |
| Return on equity | 33.2% | 28.8% |
| Free cash flow | $15.0m | $342m |
| Cash | $373m | $135m |
| Total debt | $1.15bn | $0 |
| Debt to equity | 149.1% | 0.0% |
| Dividend per share | — | $2.72 |
| Dividend yield | 3.5% | 1.5% |
| Share buybacks | — | $150m |
| Employees | — | 101,000 |
| Market value | $1.42bn | $12.10bn |
| Price vs our value range | — | Within our value range |
| Moat score | — | 70 (Strong) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 21 sales |