CoverageForm 410-K10-Q8-K13D13G13F

PTLO · Portillo'S Inc. - Financials

Annual line items from SEC XBRL filings, sourced from EDGAR's Company Facts API with fallback to the quarterly Financial Statement Data Sets. See issuer overview for Form 4 activity and 10-K signals.

Price · PTLO

Income Statement

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021
Revenue$732.07M$710.55M$679.90M$587.10M$455.47M
Cost of Revenue-----
Gross Profit-----
R&D-----
SG&A$77.14M$75.09M$78.83M$66.89M$39.85M
Total Operating Expenses$573.66M$542.44M$514.73M$454.60M$392.87M
D&A$29.11M$27.30M$24.31M$20.91M$24.58M
Operating Income$43.68M$58.03M$55.44M$41.28M$57.29M
Interest Expense$22.81M$25.62M$27.47M$27.64M$45.03M
Income Tax$3.00M$6.80M$3.25M$1.82M($3.53M)
Net Income$19.34M$29.52M$18.42M$10.85M($8.26M)
EPS - Basic$0.28$0.48$0.34$0.28($0.16)
EPS - Diluted$0.27$0.46$0.32$0.25($0.16)

Balance Sheet

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021
Cash & Equivalents$19.96M$22.88M$10.44M$44.43M$13.04M
Accounts Receivable$7.24M$5.93M$6.10M$8.59M$7.84M
Inventory$8.21M$7.92M$8.73M$7.39M$6.08M
Accounts Payable$43.21M$45.52M$33.19M$30.27M$27.25M
Current Assets$51.52M$52.65M$41.92M$65.33M$59.02M
Total Assets$1.61B$1.50B$1.39B$1.28B$999.57M
Current Liabilities$193.96M$135.57M$104.91M$77.30M$66.94M
Long-term Debt$237.98M$275.42M$283.92M$314.43M$315.83M
Total Liabilities$1.11B$1.01B$925.43M$847.18M$576.17M
Stockholders' Equity$467.80M$401.06M$322.38M$256.34M$171.26M
Retained Earnings$62.47M$43.13M$13.61M($4.81M)($15.95M)

Cash Flow

Line itemFY 2025FY 2024FY 2023FY 2022FY 2021
Operating Cash Flow$71.91M$98.04M$70.78M$56.89M$42.87M
Investing Cash Flow($90.19M)($88.11M)($87.84M)($47.02M)($21.42M)
Financing Cash Flow$15.37M$2.51M($16.93M)($4.71M)($18.05M)
CapEx$90.44M$88.19M$87.92M$47.06M$21.45M
Free Cash Flow($18.52M)$9.85M($17.14M)$9.83M$21.42M

Ratios

MetricFY 2025FY 2024FY 2023FY 2022FY 2021
Profitability
Gross margin-----
Operating margin6.0%8.2%8.2%7.0%12.6%
EBITDA margin9.9%12.0%11.7%10.6%18.0%
Net margin2.6%4.2%2.7%1.8%-1.8%
Free cash flow margin-2.5%1.4%-2.5%1.7%4.7%
FCF / Net income-0.960.33-0.930.91-2.59
R&D / Revenue-----
SG&A / Revenue10.5%10.6%11.6%11.4%8.8%
Effective tax rate13.4%18.7%15.0%14.4%-
Return on assets1.2%2.0%1.3%0.8%-0.8%
Return on equity4.1%7.4%5.7%4.2%-4.8%
Return on invested capital5.4%7.0%7.8%6.2%9.3%
Liquidity
Current ratio0.270.390.400.850.88
Quick ratio0.220.330.320.750.79
Cash ratio0.100.170.100.570.19
Leverage
Debt / Equity0.510.690.881.231.84
Debt / Assets0.150.180.200.250.32
Debt / EBITDA3.273.233.565.063.86
Interest coverage1.9x2.3x2.0x1.5x1.3x
Equity multiplier3.433.744.304.995.84
Liabilities / Assets0.690.670.670.660.58
Efficiency
Asset turnover0.460.470.490.460.46
Inventory turnover-----
Days sales outstanding4d3d3d5d6d
Days inventory outstanding-----
Days payable outstanding-----
Cash conversion cycle-----
Valuation
P / E16.8x20.4x49.8x65.3x-
P / B0.7x1.5x2.8x2.7x11.2x
P / S0.4x0.8x1.3x1.2x4.2x
EV / EBITDA7.4x10.0x14.9x15.6x27.2x
Growth
Revenue growth (YoY)3.0%4.5%15.8%28.9%-
Revenue CAGR (3y)7.6%16.0%---
Revenue CAGR (5y)-----
Gross profit growth (YoY)-----
Operating income growth (YoY)-24.7%4.7%34.3%-28.0%-
Net income growth (YoY)-34.5%60.2%69.8%--
EPS growth (YoY)-41.3%43.8%28.0%--
EPS CAGR (3y)2.6%----
EPS CAGR (5y)-----
FCF growth (YoY)----54.1%-
FCF CAGR (5y)-----
Book value growth (YoY)16.6%24.4%25.8%49.7%-

Stability scores

Altman Z′

FY 2025 · bankruptcy risk

0.69
Distress

Private-firm variant - uses book equity instead of market cap. > 2.90 safe · 1.23-2.90 grey · < 1.23 distress.

Piotroski F-score

FY 2025 · 9-point quality

4/9
Neutral
  • Net income positive
  • Operating cash flow positive
  • ROA improved YoY
  • Cash flow > net income
  • Long-term debt decreased
  • Current ratio improved
  • No share dilution
  • -Gross margin improved
  • Asset turnover improved

Peer comparison

Same SIC group: Retail-Eating Places

CompanyRevenue (last FY)Net marginROE
QSR$9.43B11.4%29.6%
ARMK--10.4%
YUMC$11.80B7.9%17.3%
DIN$812.30M12.0%-32.3%
DRI---

Comparing Portillo's Inc. against the 5 most active filers in the same SIC group.