BH:NYE-Biglari Holdings Inc (USD)

COMMON STOCK | Restaurants | NYE

Last Closing Price

USD 132.61

Change

-0.11 (-0.08)%

Market Cap

USD 0.41B

Volume

5.26K

Average Target Price

N/A
Average Analyst Rating

N/A

Fundamental Analysis

Verdict

About

Biglari Holdings Inc., through its subsidiaries, primarily operates and franchises restaurants in the United States. The company owns, operates, and franchises restaurants under the Steak n Shake and Western Sizzlin names. As of December 31, 2020, it operated 194 Steak n Shake traditional franchise and 86 franchise partner units, as well as Steak n Shake company-operated restaurants; and 3 Western Sizzlin company-operated restaurants and 39 franchised units. The company also engages in underwriting commercial trucking insurance; selling physical damage and non-trucking liability insurance to truckers; and providing property and casualty insurance. In addition, it operates oil and natural gas properties in the Gulf of Mexico; publishes and sells magazines, and related publishing products under the MAXIM and Maxim brand name; and licenses media products and services, as well as engages in the investment activities. The company was formerly known as The Steak n Shake Company and changed its name to Biglari Holdings Inc. in April 2010. Biglari Holdings Inc. was founded in 1934 and is based in San Antonio, Texas.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2021-04-22 )

Largest Industry Peers for Restaurants

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
MCD McDonald's Corporation

+0.70 (+0.30%)

USD173.85B 36.81 24.36
CMG Chipotle Mexican Grill, Inc

-27.62 (-1.83%)

USD42.53B 120.53 61.13
YUM Yum! Brands, Inc

+0.37 (+0.32%)

USD35.07B 39.95 26.53
YUMC Yum China Holdings, Inc

+0.27 (+0.46%)

USD24.68B 30.10 19.81
QSR Restaurant Brands Internationa..

+0.57 (+0.86%)

USD20.22B 41.12 21.83
DRI Darden Restaurants, Inc

+2.19 (+1.53%)

USD18.77B 17.38 306.17
DPZ Domino's Pizza, Inc

+3.96 (+1.00%)

USD15.32B 31.86 24.77
ARMK Aramark

-0.09 (-0.23%)

USD9.96B 48.00 325.42
SHAK Shake Shack Inc

+0.29 (+0.27%)

USD4.55B 101.44 864.26
JBFCY Jollibee Foods Corporation

-0.04 (-0.27%)

USD3.97B 26.28 0.97

ETFs Containing BH

Symbol Name Weight Mer Price(Change) Market Cap

N/A

Market Performance

  Market Performance vs.
Industry/Classification (Restaurants)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 19.25% 63% D 77% C+
Dividend Return N/A N/A N/A N/A N/A
Total Return 19.25% 63% D 76% C
Trailing 12 Months  
Capital Gain 128.95% 79% C+ 85% B
Dividend Return N/A N/A N/A N/A N/A
Total Return 128.95% 79% C+ 85% B
Trailing 5 Years  
Capital Gain -64.86% 7% F 6% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -64.86% 7% F 4% F
Average Annual (5 Year Horizon)  
Capital Gain -24.44% 6% F 2% F
Dividend Return N/A N/A N/A N/A N/A
Total Return -24.44% 6% F 2% F
Risk Return Profile  
Volatility (Standard Deviation) 38.81% 39% F 21% F
Risk Adjusted Return -62.96% 6% F 4% F
Market Capitalization 0.41B 21% F 36% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 87%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Restaurants)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 2.34 94% A 97% A+
Price/Book Ratio 0.74 100% A+ 89% B+
Price / Cash Flow Ratio 3.51 89% B+ 70% C-
EV/EBITDA 4.00 89% B+ 90% A-
Management Effectiveness  
Return on Equity -6.43% 53% F 26% F
Return on Invested Capital 5.35% 47% F 56% F
Return on Assets 1.64% 53% F 44% F
Debt to Equity Ratio N/A N/A N/A N/A N/A
Technical Ratios  
Short Ratio 5.69 17% F 9% F
Short Percent 3.64% 44% F 52% F
Beta 2.40 11% F 7% F
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Underpriced compared to earnings

The stock is trading low compared to its peers on a price to earning basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced compared to book value

The stock is trading low compared to its peers on a price to book value basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Underpriced on cashflow basis

The stock is trading low compared to its peers on a price to cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Underpriced on free cash flow basis

The stock is trading low compared to its peers on a price to free cash flow basis and is in the top quartile. It may be underpriced but do check its financial performance to make sure there is no specific reason.

What to not like:
Low market capitalization

This is among the smaller entities in its sectors with below median market capitalization. That may make it less stable in the long run unless it has a unique technology or market which can help it grow or get acquired in future.

Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector