COMP <GO>
PTLO vs JACK // EV/EBITDA & P/E VALUATION
Portillo's Inc. (Class A) (NASDAQ) VS. Jack In The Box Inc. (NASDAQ) • 15-METRIC TALLY: PTLO 7
— JACK 1
■ METRIC PARITY
LAST: $4.96 (+10.96%) • MKT CAP: $376.7M
valuation
5.1x
LAST: $13.03 (+9.40%) • MKT CAP: $249.9M
valuation
—
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (PTLO VS. JACK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | PTLO | JACK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 4.90% | -35.00% | +39.90 | PTLO | /roic <GO> |
| EV/EBITDA & P/E Valuation ACTIVE | 5.1x | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -4.92% | — | — | TIE | /fcf-yield <GO> |
| Operating Margin | 6.00% | -1.20% | +7.20 | PTLO | /operating-margins <GO> |
| Net Profit Margin | 2.90% | -5.50% | +8.40 | PTLO | /net-margins <GO> |
| Revenue Growth (YoY) | 3.00% | -6.70% | +9.70 | PTLO | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 6.65% | -6.65 | JACK | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.70 | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 3/9 | +1.00 | PTLO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 64.3 | 55.1 | +9.24 | PTLO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | — | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | — | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $376.7M | $249.9M | $126.8M | PTLO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | PTLO REV | JACK REV | PTLO GROSS % | JACK GROSS % | PTLO FCF | JACK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $732.1M | $1.47B | — | — | -$18.5M | $74.1M |
| FY 2024 | $710.6M | $1.57B | — | — | $9.8M | -$22.4M |
| FY 2023 | $679.9M | $1.69B | — | — | $70.8M | $215.0M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
PTLO // BETA —
JACK // BETA —