Arcos Dorados Holdings (STU:AD8) Cyclically Adjusted PS Ratio: 0.38 (As of Sep. 16, 2026) — 10% Below Median

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STU:AD8 Arcos Dorados Holdings Inc STU:AD8
89 GF Score
Price €6.75
GF Value €8.17
Valuation Modestly Undervalued
! 4 Warning Signs
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What is Arcos Dorados Holdings Cyclically Adjusted PS Ratio?

Arcos Dorados Holdings STU:AD8 -1.75% 89 Cyclically Adjusted PS Ratio is 0.38 as of Sep. 16, 2026, which is 10% below its 10-year median of 0.42. GuruFocus rates STU:AD8 with a GF Score™ of 89/100 and a GF Value™ of €8.17 (Modestly Undervalued). The stock has 4 warning signs investors should review. Among 269 Restaurants companies, Arcos Dorados Holdings ranks better than 68.03% on this metric.

As of today (2026-09-16), Arcos Dorados Holdings's current share price is €6.745. Arcos Dorados Holdings's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 was €17.58. Arcos Dorados Holdings's Cyclically Adjusted PS Ratio for today is 0.38.

The historical rank and industry rank for Arcos Dorados Holdings's Cyclically Adjusted PS Ratio or its related term are showing as below:

STU:AD8' s Cyclically Adjusted PS Ratio Range Over the Past 10 Years
Min: 0.18   Med: 0.42   Max: 0.74
Current: 0.41

During the past years, Arcos Dorados Holdings's highest Cyclically Adjusted PS Ratio was 0.74. The lowest was 0.18. And the median was 0.42.

STU:AD8's Cyclically Adjusted PS Ratio is ranked better than
68.03% of 269 companies
in the Restaurants industry
Industry Median: 0.69 vs STU:AD8: 0.41

The Shiller PE Ratio was first used by professor Robert Shiller. He uses E10 for his Shiller PE Ratio calculation. E10 is the average of the inflation adjusted earnings per share of a company over the past 10 years. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio. The Cyclically Adjusted Revenue per Share is the average of the inflation adjusted revenue per share of a company over the past 10 years.

Arcos Dorados Holdings's adjusted revenue per share data for the three months ended in Jun. 2026 was €5.330. Add all the adjusted revenue per share for the past 10 years together and divide 10 will get our Cyclically Adjusted Revenue per Share, which is €17.58 for the trailing ten years ended in Jun. 2026.

Shiller PE for Stocks: The True Measure of Stock Valuation


Arcos Dorados Holdings  (STU:AD8) Cyclically Adjusted PS Ratio Explanation

Compared with the regular PS Ratio, which works poorly for cyclical businesses, the Cyclically Adjusted PS Ratio smoothed out the fluctuations of revenue during business cycles. Therefore it is more accurate in reflecting the valuation of the company.

If a company has consistent business performance, the Cyclically Adjusted PS Ratio should give similar results to regular PS Ratio.


Arcos Dorados Holdings Cyclically Adjusted PS Ratio Related Terms


Arcos Dorados Holdings Cyclically Adjusted PS Ratio Historical Data

* Premium members only.

The historical data trend for Arcos Dorados Holdings's Cyclically Adjusted PS Ratio can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Arcos Dorados Holdings Cyclically Adjusted PS Ratio Chart

Arcos Dorados Holdings Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Cyclically Adjusted PS Ratio
Get a 7-Day Free Trial Premium Member Only Premium Member Only 0.35 0.52 0.75 0.43 0.37

Arcos Dorados Holdings Quarterly Data
Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26 Jun26
Cyclically Adjusted PS Ratio Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 0.40 0.34 0.36 0.41 0.40

STU:AD8 vs WEN, BJRI, CBRL: Cyclically Adjusted PS Ratio Comparison

For the Restaurants subindustry, Arcos Dorados Holdings's Cyclically Adjusted PS Ratio, along with its competitors' market caps and Cyclically Adjusted PS Ratio data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


Arcos Dorados Holdings Cyclically Adjusted PS Ratio vs Restaurants Industry

For the Restaurants industry and Consumer Cyclical sector, Arcos Dorados Holdings's Cyclically Adjusted PS Ratio distribution charts can be found below:

* The bar in red indicates where Arcos Dorados Holdings's Cyclically Adjusted PS Ratio falls into.


STU:AD8
89GF Score
Arcos Dorados Holdings Inc STU:AD8
Cyclically Adjusted PS Ratio is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

Arcos Dorados Holdings Cyclically Adjusted PS Ratio Calculation

Like the Shiller PE Ratio, the Cyclically Adjusted PS Ratio takes the Revenue per Share from the past 10 years, adjusts it for inflation, and then calculates the average. This average is then used for the P/S calculation. Because it considers this 10-year average, it's often referred to as the CAPS Ratio.

The Shiller PE Ratio was first used by professor Robert Shiller to measure the valuation of the overall market. The similar calculation is applied by GuruFocus to calculate the Cyclically Adjusted PS Ratio.

Arcos Dorados Holdings's Cyclically Adjusted PS Ratio for today is calculated as

Cyclically Adjusted PS Ratio=Share Price/ Cyclically Adjusted Revenue per Share
=6.745/17.577
=0.38

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Arcos Dorados Holdings's Cyclically Adjusted Revenue per Share for the quarter that ended in Jun. 2026 is calculated as:

For example, Arcos Dorados Holdings's adjusted Revenue per Share data for the three months ended in Jun. 2026 was:

Adj_RevenuePerShare=Revenue per Share/CPI of Jun. 2026 (Change)*Current CPI (Jun. 2026)
=5.33/333.9520*333.9520
=5.330

Current CPI (Jun. 2026) = 333.9520.

Arcos Dorados Holdings Quarterly Data

Revenue per Share CPI Adj_RevenuePerShare
201609 3.255 241.428 4.502
201612 3.506 241.432 4.850
201703 3.418 243.801 4.682
201706 3.393 244.955 4.626
201709 3.329 246.819 4.504
201712 3.561 246.524 4.824
201803 3.233 249.554 4.326
201806 2.989 251.989 3.961
201809 2.913 252.439 3.854
201812 3.140 251.233 4.174
201903 3.099 254.202 4.071
201906 3.109 256.143 4.053
201909 3.253 256.759 4.231
201912 3.286 256.974 4.270
202003 2.711 258.115 3.508
202006 1.283 257.797 1.662
202009 1.928 260.280 2.474
202012 2.458 260.474 3.151
202103 2.248 264.877 2.834
202106 2.371 271.696 2.914
202109 2.925 274.310 3.561
202112 3.243 278.802 3.884
202203 3.346 287.504 3.887
202206 3.956 296.311 4.459
202209 4.345 296.808 4.889
202212 4.745 296.797 5.339
202303 4.384 301.836 4.850
202306 4.538 305.109 4.967
202309 4.909 307.789 5.326
202312 5.190 306.746 5.650
202403 4.730 312.332 5.057
202406 4.898 314.175 5.206
202409 4.899 315.301 5.189
202412 5.092 315.605 5.388
202503 4.856 319.799 5.071
202506 4.784 322.561 4.953
202509 4.845 324.800 4.982
202512 5.165 324.054 5.323
202603 4.934 330.213 4.990
202606 5.330 333.952 5.330

Add all the adjusted revenue per share together and divide 10 will get our Cyclically Adjusted Revenue per Share.

Please note that we use the CPI data of the country/region where the company is headquartered. If the CPI data for that country/region is not available, then we will use the CPI data of the United States as default.

What does a Cyclically Adjusted PS Ratio of 0.38 mean?
Arcos Dorados Holdings (STU:AD8) has a Cyclically Adjusted PS Ratio of 0.38 as of Sep. 16, 2026. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Arcos Dorados Holdings and its competitors. This is 10% below median its historical median of 0.42. Over the past decade, Arcos Dorados Holdings' Cyclically Adjusted PS Ratio has ranged from 0.18 to 0.74. According to the industry distribution chart, Arcos Dorados Holdings ranks #86 out of 269 companies in the Restaurants industry, placing it in the top 32%.
Is Arcos Dorados Holdings' Cyclically Adjusted PS Ratio too high?
Arcos Dorados Holdings' current Cyclically Adjusted PS Ratio of 0.38 is 10% below median its 10-year median of 0.42. Over the past 10 years, this metric has ranged from a low of 0.18 to a high of 0.74. The Restaurants industry median Cyclically Adjusted PS Ratio is 0.69. Arcos Dorados Holdings' value of 0.38 is 44.9% below this industry median. Based on the distribution chart, Arcos Dorados Holdings ranks #86 out of 269 companies in the Restaurants industry, which is above the industry midpoint. Overall, Arcos Dorados Holdings has a GF Score™ of 89/100 and is considered Modestly Undervalued, reflecting its overall financial health beyond just this single metric.
How does Arcos Dorados Holdings' Cyclically Adjusted PS Ratio compare to WEN and BJRI?
According to the Restaurants industry distribution chart, Arcos Dorados Holdings ranks #86 out of 269 companies for Cyclically Adjusted PS Ratio. This puts Arcos Dorados Holdings in the upper half of its industry. The industry median Cyclically Adjusted PS Ratio is 0.69. Arcos Dorados Holdings' value of 0.38 is 44.9% below this benchmark. Historically, Arcos Dorados Holdings' own Cyclically Adjusted PS Ratio has ranged from 0.18 to 0.74 over the past decade. While the company's 10-year median is 0.42 vs. the industry median of 0.69, Arcos Dorados Holdings has consistently been below the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Cyclically Adjusted PS Ratio for a Restaurants company?
The median Cyclically Adjusted PS Ratio among Restaurants companies is 0.69, based on 269 companies in the industry. Companies in the top quartile (top 25%) have a Cyclically Adjusted PS Ratio significantly above this median, while those in the bottom quartile fall well below. However, Cyclically Adjusted PS Ratio should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Arcos Dorados Holdings's current Cyclically Adjusted PS Ratio of 0.38 is 44.9% below the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Cyclically Adjusted PS Ratio mean?
A high Cyclically Adjusted PS Ratio can signal that a stock is expensive relative to its fundamentals. Cyclically Adjusted PS Ratio is the ratio of share price to a company's inflation-adjusted revenue per share over a 10-year period. View historical data on Arcos Dorados Holdings and its competitors. For the Restaurants industry, the median Cyclically Adjusted PS Ratio is 0.69 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Arcos Dorados Holdings's current Cyclically Adjusted PS Ratio is 0.38, which is 10% below median its own 10-year median of 0.42. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Arcos Dorados Holdings stock overvalued right now?
Based on GuruFocus' analysis, Arcos Dorados Holdings (STU:AD8) is currently considered Modestly Undervalued. The stock's GF Value™ is €8.17, compared to a current price of €6.75 — trading 17.4% below its estimated fair value. The current Cyclically Adjusted PS Ratio is 0.38, which is 10% below median its 10-year median of 0.42 and 44.9% below the Restaurants industry median of 0.69. Arcos Dorados Holdings' overall GF Score™ is 89/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Cyclically Adjusted PS Ratio calculated?
Cyclically Adjusted PS Ratio is calculated from a company's financial statements. For Arcos Dorados Holdings (STU:AD8), the current Cyclically Adjusted PS Ratio is 0.38 as of Sep. 16, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Arcos Dorados Holdings (STU:AD8) Overvalued in 2026?

Based on GuruFocus' analysis, Arcos Dorados Holdings stock appears to be undervalued. The current stock price of €6.75 is trading 17.4% below its estimated GF Value™ of €8.17. GuruFocus considers Arcos Dorados Holdings to be Modestly Undervalued.

Key valuation signals for STU:AD8:

  • Cyclically Adjusted PS Ratio: 0.38 (10% below median its 10-year median of 0.42)
  • GF Value™: €8.17 vs. price of €6.75 (17.4% below fair value)
  • GF Score™: 89/100 with 4 warning signs
  • Industry Position: 44.9% below the Restaurants median (#86 of 269)

No single metric tells the full story. See the STU:AD8 stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Arcos Dorados Holdings Business Description

Address Rio Negro 1338, First Floor, Montevideo, URY, 11100
Arcos Dorados Holdings Inc operates McDonald's branded restaurants in various countries and territories in Latin America and the Caribbean. The Company manages its business as distinct geographic segments and its operations are divided into three geographic divisions, as follows: Brazil, the North Latin American division, or NOLAD, which is comprised of Costa Rica, Mexico, Panama, Puerto Rico, Martinique, Guadeloupe, French Guiana and the U.S. Virgin Islands of St. Croix and St. Thomas and the South Latin American division, or SLAD, which is comprised of Argentina, Chile, Ecuador, Peru, Uruguay, Colombia, Venezuela, Trinidad and Tobago, Aruba and Curacao. Its menu includes hamburgers, McNuggets, salad, sandwiches, French fries, and others. It generates maximum revenue from Brazil.
89GF Score

Get the complete analysis for STU:AD8

Cyclically Adjusted PS Ratio is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

€6.75
Price
€8.17
GF Value