Loading institutional data...
Loading institutional data...
Insufficient data to determine institutional momentum.
Data as of Q2 2026
Loading snapshot...
Loading financials...
Loading valuation...
Loading analysis...
Loading dividends & returns...
Loading capital allocation...
Loading debt & leverage...
Loading performance...
Loading peer comparison...
Loading ownership map...
Loading crowding analysis...
Loading conviction analysis...
Loading buy/sell flow...
Loading ownership trends...
Loading top holders...
Loading top holders...
Total shares institutions bought (green) vs sold (red) each quarter across all holders.
Inferred from quarter-over-quarter change in each fund's 13F position (new stakes count as buys, exits as sells). Not tick-level trades.
Ranked against 16 sector peers with collected financials. Valuation from latest close × latest fiscal-year fundamentals; 13F conviction as of 2026-06-30.
Percentile is “goodness” within the peer set (100 = best). For valuation and leverage that means cheaper / less-levered ranks higher.
| Company | Mkt cap ▼ | P/E | EV/EBITDA | P/S | Rev gr | Gross | Net | ROE | ROIC | Net D/EBITDA | 13F |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARMK | $14.5B | 45.1× | 15.2× | 0.8× | 6.4% | — | 1.8% | 10.4% | 3.8% | 3.8× | 522 |
| TXRH | $11.2B | 28.0× | 16.3× | 1.9× | 9.4% | — | 7.0% | 28.4% | 28.4% | -0.2× | 620 |
| LKNCY | $9.5B | 166.5× | 9.7× | 1.4× | 48.9% | — | 7.3% | 23.0% | 23.0% | -0.3× | 9 |
| EAT | $8.6B | 18.9× | 10.1× | 1.5× | 7.9% | — | 8.4% | 110% | 110% | -0.1× | 493 |
| CAVA | $6.5B | 102.6× | 48.0× | 5.5× | 22.4% | — | 5.4% | 8.2% | 8.2% | -2.2× | 520 |
| CAKE | $5.8B | 38.1× | 21.0× | 1.6× | 4.7% | — | 4.0% | 34.0% | 13.9% | 1.4× | 338 |
| BROS | $5.7B | 64.2× | 20.3× | 3.5× | 27.9% | 25.9% | 4.9% | 11.7% | 9.1% | -0.3× | 537 |
| WING | $3.6B | 21.1× | 22.4× | 5.1× | 11.4% | — | 25.0% | -23.7% | 36.9% | 5.0× | 407 |
| SHAK | $2.9B | 64.8× | 16.2× | 2.0× | 15.4% | — | 3.2% | 8.7% | 5.9% | -0.7× | 341 |
| CHA | $2.4B | 14.1× | 6.0× | 1.3× | — | — | 9.1% | 16.0% | 16.0% | -5.1× | 47 |
| ARCO | $1.7B | 8.0× | 4.6× | 0.4× | 4.7% | 98.1% | 4.5% | 27.5% | 11.1% | 1.4× | 173 |
| CBRL | $1.5B | 32.7× | 11.0× | 0.4× | 0.4% | 69.0% | 1.3% | 10.0% | 4.9% | 2.5× | 271 |
| BH | $1.4B | — | 22.4× | 3.4× | 9.2% | 59.2% | -9.5% | -7.2% | -4.9% | -0.4× | 115 |
| BJRI | $1.3B | 27.9× | 10.9× | 0.9× | 3.1% | 74.7% | 3.5% | 13.3% | 10.8% | 0.5× | 186 |
| WEN | $1.3B | 7.9× | 7.5× | 0.6× | -3.1% | 63.6% | 7.6% | 141% | 5.7% | 5.0× | 406 |
| BLMN | $850M | 99.3× | 7.3× | 0.2× | 0.1% | 70.2% | 0.2% | 2.5% | 0.7% | 3.4× | 231 |
| FWRG | $763M | 39.9× | 10.9× | 0.6× | 20.3% | — | 1.6% | 3.1% | 2.1% | 2.8× | 202 |
Peers = companies sharing CHA's sector (Retail-Eating & Drinking Places) with collected SEC financials. Multiples use the most recent end-of-day close and latest fiscal-year fundamentals (trailing, not forward). Missing cells mean the peer never reported that line item, has no collected price, or has a non-positive denominator. Not investment advice.
Top 40 institutional holders — bubble size is position value, color is the move since last quarter. Hover any holder for detail.
Drag any bubble to rearrange · size = dollar value of the position
What the company returns to shareholders — and whether it's covered by cash.
The dividend exceeds free cash flow (100%) — funded from the balance sheet or debt, a red flag if it persists. Last year: $176.3M dividends + $0 buybacks = $176.3M returned on $175.5M FCF.
Yields use the latest fiscal-year dividends/buybacks over current market cap. Dividends and buybacks from the SEC cash-flow statement; payout coverage vs net income and free cash flow. Educational — not a recommendation.
How management deployed cash over 1 years — and what it earned on reinvestment.
A cash-return story — far more went to shareholders than back into the business (mature, low-reinvestment).
Modest payoff on reinvested capital. Current ROIC on all capital: 16%. Rough measure (includes maintenance capex).
Cash uses aggregated from the SEC cash-flow statement over 1 fiscal years. "Return on reinvestment" is a rough proxy — operating-income change ÷ cumulative CapEx + M&A — and includes maintenance capex. Educational — not a recommendation.
EOD close · as of 2026-10-16
How a revenue dollar becomes profit — FY2025
Dividends and buybacks are cash paid out, shown here against the same year's profit for scale — not funded from it. This year they exceeded net income, so the ribbons are capped at earnings and understate what was actually returned.
Each value shows its share of revenue below it (common-size).
| Line Item | FY2025 |
|---|---|
| Revenue | $1.85B 100.0% |
| Research & Development | $268.5M 14.5% |
| Selling, General & Admin | $350.4M 19.0% |
| Operating Income | $192.7M 10.4% |
| Other Income (Expense), net | $17.6M 1.0% |
| Pretax Income | $231.4M 12.5% |
| Income Tax Expense | $61.7M 3.3% |
| Net Income | $167.5M 9.1% |
| Per Share | |
| EPS (Basic) | $0.90 |
| EPS (Diluted) | $0.88 |
| Weighted Avg Shares (Basic) | 162.5M |
| Weighted Avg Shares (Diluted) | 164.7M |
Source: SEC EDGAR XBRL filings (annual, fiscal year). Quarterly flow items are derived from cumulative filings; balance-sheet figures are as-of each period end. Ratios and margins are computed, not reported.
How much the company owes, how it's trended, and how comfortably it's serviced.
Insufficient EBITDA/debt history.
Green ≤ 1.5× · amber ≤ 3× · red > 3× (leverage relative to cash earnings).
Interest expense isn't separately reported — often netted into “other income (expense), net.”
Cash vs short-term debt unavailable.
Short-term / long-term split not separately reported.
Debt, cash, interest and equity from the SEC balance sheet & income statement. Effective rate = interest ÷ average debt. Educational — not a recommendation.
Solve the discounted cash flow backwards, then stress-test the assumptions.
The same 1 year as the 3-yr average, with the stock compensation of those years charged as a cost. Shares issued to employees are real dilution, so this asks what the business generates for existing holders.
To be worth $12.30 today, the market must believe free cash flow compounds 3.4%/yr for a decade (off $72.0M on the SBC-adjusted basis).
On the basis ($175.5M) the requirement is -8.7%/yr. The difference is what charging stock compensation costs.
Default is 8.8% — this company's computed cost of capital (computed WACC), the same rate the Analysis tab discounts at.
2-stage DCF · 0.19B shares (market data) · net debt -$1.09B
Reverse DCF: rather than guessing a fair value, we solve for the growth the current price implies, then you stress-test the assumptions. Enterprise value of the FCF stream, less net debt, ÷ shares. Educational — not a recommendation.
EOD close · as of 2026-10-16
Is the profit real, and how strong is the balance sheet?
FY2025 · every deduction from revenue to net income
DuPont — the three levers
ROE 16% against ROIC 16% — 0% of the return on equity comes from leverage and buybacks rather than from the operating business.
What the company owes vs. what it holds
This shows debt/cash structure and net leverage. The year-by-year maturity schedule is on the Debt & Leverage tab.
Latest year: profit growth vs revenue growth
Each line as % of revenue — the trend in color
| % of revenue | FY2025 |
|---|---|
| R&D | 14.5 |
| SG&A | 19.0 |
| Operating Income | 10.4 |
| Income Tax | 3.3 |
| Net Income | 9.1 |
Green = margin-favorable vs the row's own range · red = unfavorable.
The metrics that matter, over time
A 30-second read on CHA: price, valuation and headline fundamentals from SEC filings. The four questions at the top of the page are where the judgements live.
Earns 74.79pts above its cost of capital, without much margin of safety.
Return on equity (16%) and return on invested capital (16%) are within a couple of points in FY2025, so the headline return is the operating return — there is no meaningful leverage effect to strip out.
$14M of goodwill — 8% of invested capital. The gap is what was paid above the fair value of what was bought; it is real capital shareholders provided, so neither bar is the whole answer.
Beta was borrowed from the sector median — too little price history to measure this company's own, so WACC is an estimate of an estimate.
Fewer than three profitable years with a cash flow statement, so cash conversion cannot be judged.
No material counter-signal in the checked set: FCF / net income over 3 and 5 years, Sloan accruals, SBC as a share of revenue, SBC as a share of operating cash flow, SBC-adjusted free cash flow, free cash flow per diluted share, buybacks against SBC issued, capex vs depreciation, free cash flow against revenue, share count since the first year on file, cash conversion cycle (DSO, DIO, DPO), receivables growth against revenue growth.
Missing from our data, so excluded from this answer: 3 years of cash flow.
Debt is present but there is no positive EBITDA or no reported interest expense, so coverage cannot be measured.
Balance sheet at 2025-12-31. Undrawn revolving credit is not shown: the tag is collected but not yet mapped through to the API.
No material counter-signal in the checked set: net debt / EBITDA, interest coverage, stressed coverage, maturity schedule vs cash and one year of FCF, liquidity ratios.
Missing from our data, so excluded from this answer: interest_expense.
At $12.44, free cash flow must compound 5.38%/yr for 10 years. It has no positive compounding record after stock compensation to compare against.
This is solved on free cash flow AFTER stock compensation ($72M against $175M before it). On the unadjusted figure the requirement would be -6.54%/yr. Which is right depends on whether you think the share issuance is a recurring cost of running the business.