Restaurant Brands International (QSR.TO) Buy,…

Restaurant Brands International (QSR.TO)

105.46

+1.59 (1.53%)

as of Jun 19, 2026, 8:00:00 pm Market Open.

313 watching

HOLD

Trading at discount to fair value. Trading 22x forward earnings, 12% earnings growth rate. Getting paid to wait. Middle class and urbanization will push discretionary spending. Tim's is struggling, but is going back to basics. Things will start to turn around soon. Yield is 3.2%.

DON'T BUY

They've been struggling because of weakness at Tim Horton's and Burger King. This will turn around. He's confident. Meanwhile, you're paid while you wait. A 10-15% rebound in the stock would interest him. He owns McDonald's in this space.

DON'T BUY

He looks for good price momentum, good valuation metrics, and a stock price is not volatile. This stock is in the middle on every metric. They are expensive based on current sales. The dividend looks safe. The challenge is that management is financial engineering their results and it is running out of room. He would need to see sales improve before becoming interested. Yield 3.2%

COMMENT

Domino's vs. QSR No idea which one will perform better going forward. But he bets that Domino's will expand from 16,000 worldwide stores to 25,000 in the next five years. The company projects 7-12% earnings growth. Pizza is a very good business. Domino's has smart managers. QSR will do fine, but he'd rather buy Starbucks or McDonald's.

TOP PICK

Bona fide growth stock. Growth drivers are same store sales, unit growth, and acquisitions. Burger King and Popeye's are really hitting it out of the park. Stock pullback gives a good entry point. Yield is 3.20%. (Analysts’ price target is $101.48)

DON'T BUY

Initially after the merger the share price took off. These are relatively mature businesses with low margin and relatively saturated. He would need a larger dividend.

TOP PICK

Parent of Tim Hortons. A stock that has under-performed relative to its peers. A recent new purchase for them. Popeye's is doing great in the US as well as Burger King. The stock is not cheap, but he likes the yield here. Yield 3.12% (Analysts’ price target is $101.75)

BUY

The Tim Horton's franchise is struggling a bit. Burger King's veggie burger is a bit of a hit. (Analysts’ price target is $101.00)

DON'T BUY

Had a good run in mid-2019. They grew international presence with Popeye's and Burger King, a good job. The issue remains Tim Horton's weak same-store sales growth, though QSR is doing well upgrading Horton's stores and expanding food offerings. Another issue remains the franchise owners vs. the corporate head. QSR also trades at a high multiple. Considering buying if this falls $10. Otherwise, don't buy.

BUY ON WEAKNESS

Support around $83, so this could fall to $78, when you can step in. He predicts a general market pullback in January.

BUY

He would buy it right now. It has declined since September. Since late October it has formed a base. It is at support. It has good risk/reward right now.

BUY ON WEAKNESS

It spins off tons of cash and QSR has done well finding peripheral markets for its various brands. Not cheap, given high multiples, but he likes this industry. Buy on any pullback. He owns YUM-N instead.

BUY

He is looking at it. It is a good recurring revenue model. It is a good business. They have a lot of debt but can handle it. They will have growth world-wide with their brands.

TOP PICK

Try to buy the good names when they are down. They are not cheap at 22 times earnings. Popeye's and Burger King brands are doing really well driving sales up 8%. He likes their move into China and thinks Tim Hortons will turnaround. (Analysts’ price target is $103.22)

DON'T BUY

Dislikes it. It's come off. Horton's has had re-branding issues, and was a bust in the U.S. Management through 3G has been terrible to Horton's franchisees, even immorally. He objects to this. He doesn't like management. The only positive is that it's trading cheaper now at 18x earnings.

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Restaurant Brands International (QSR.TO)