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Portillo's Inc. (PTLO) Stock Fundamental Analysis & AI Rating 2026

PTLO Nasdaq Retail-Eating Places DE CIK: 0001871509
Recently Updated • Analysis: May 7, 2026 • SEC Data: 2026-03-29
Combined AI Rating
STRONG SELL
88% Confidence
N/A
STRONG SELL
88% Conf
Pending
Analysis scheduled

📊 PTLO Key Takeaways

Revenue: $182.6M
Net Margin: -0.2%
Free Cash Flow: $-907.0K
Current Ratio: 0.26x
Debt/Equity: 0.74x
EPS: $-0.01
AI Rating: STRONG SELL with 88% confidence
Portillo's Inc. (PTLO) receives a STRONG SELL rating with 88% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $182.6M, net profit margin of -0.2%, and return on equity (ROE) of -0.1%, Portillo's Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete PTLO stock analysis for 2026.

Is Portillo's Inc. (PTLO) a Good Investment?

Claude

Portillo's faces severe financial distress despite modest 3% revenue growth. The company is unprofitable (net margin -0.2%, declining 39.9% YoY) with a critical liquidity crisis (0.26x current ratio) and cannot cover interest payments from operating income (0.8x coverage). Negative free cash flow and minimal cash reserves ($24M) against $1.1B liabilities suggest elevated default risk.

Why Buy Portillo's Inc. Stock? PTLO Key Strengths

Claude
  • + Positive 3% revenue growth demonstrates ongoing customer demand
  • + Moderate debt-to-equity ratio of 0.74x indicates reasonable leverage on balance sheet
  • + Positive operating cash flow of $17.6M shows underlying business generates some cash

PTLO Stock Risks: Portillo's Inc. Investment Risks

Claude
  • ! CRITICAL: Current ratio of 0.26x indicates severe liquidity crisis with insufficient short-term assets to meet obligations
  • ! CRITICAL: Interest coverage ratio of 0.8x - operating income cannot cover interest expenses, signaling solvency stress
  • ! Negative net income (-$402K) with worsening profitability (down 39.9% YoY) and negative free cash flow despite capex
  • ! Extremely low cash position ($24M) relative to $1.1B total liabilities creates refinancing and operational risk
  • ! Thin 2.5% operating margin provides minimal buffer for operational challenges in competitive restaurant sector
  • ! Capital expenditures ($18.5M) exceed operating cash flow ($17.6M), unsustainable without external financing

Key Metrics to Watch

Claude
  • * Quarterly operating margin trend and path to positive net income
  • * Current ratio improvement and cash position changes
  • * Interest coverage ratio and ability to refinance debt obligations
  • * Free cash flow generation and capital expenditure plans
  • * Same-store sales trends and unit-level profitability

Portillo's Inc. (PTLO) Financial Metrics & Key Ratios

Revenue
$182.6M
Net Income
$-402.0K
EPS (Diluted)
$-0.01
Free Cash Flow
$-907.0K
Total Assets
$1.6B
Cash Position
$24.0M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PTLO Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 2.5%
Net Margin -0.2%
ROE -0.1%
ROA 0.0%
FCF Margin -0.5%

PTLO vs Consumer Sector: How Portillo's Inc. Compares

How Portillo's Inc. compares to Consumer sector averages

Net Margin
PTLO -0.2%
vs
Sector Avg 8.0%
PTLO Sector
ROE
PTLO -0.1%
vs
Sector Avg 18.0%
PTLO Sector
Current Ratio
PTLO 0.3x
vs
Sector Avg 1.5x
PTLO Sector
Debt/Equity
PTLO 0.7x
vs
Sector Avg 0.8x
PTLO Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Portillo's Inc. Stock Overvalued? PTLO Valuation Analysis 2026

Based on fundamental analysis, Portillo's Inc. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
-0.1%
Sector avg: 18%
Net Profit Margin
-0.2%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.74x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Portillo's Inc. Balance Sheet: PTLO Debt, Cash & Liquidity

Current Ratio
0.26x
Quick Ratio
0.22x
Debt/Equity
0.74x
Debt/Assets
69.1%
Interest Coverage
0.80x
Long-term Debt
$346.8M

PTLO Revenue & Earnings Growth: 5-Year Financial Trend

PTLO 5-year financial data: Year 2021: Revenue $535.0M, Net Income -$12.9M, EPS $-0.25. Year 2022: Revenue $587.1M, Net Income -$8.3M, EPS $-0.16. Year 2023: Revenue $679.9M, Net Income -$15.2M, EPS $-0.42. Year 2024: Revenue $710.6M, Net Income $10.9M, EPS $0.25. Year 2025: Revenue $732.1M, Net Income $18.4M, EPS $0.32.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Portillo's Inc.'s revenue has grown significantly by 37% over the 5-year period, indicating strong business expansion. The most recent EPS of $0.32 reflects profitable operations.

PTLO Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
-0.5%
Free cash flow / Revenue

PTLO Quarterly Earnings & Performance

Quarterly financial performance data for Portillo's Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $176.4M -$402.0K $-0.01
Q3 2025 $178.3M $1.2M $0.02
Q2 2025 $181.9M $6.5M $0.10
Q1 2025 $165.8M $3.3M $0.05
Q3 2024 $166.8M $4.4M $0.07
Q2 2024 $169.2M $6.3M $0.10
Q1 2024 $156.1M -$514.0K $-0.01
Q3 2023 $151.1M $1.6M $0.04

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Portillo's Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$17.6M
Cash generated from operations
Stock Buybacks
$57.0M
Shares repurchased (TTM)
Capital Expenditures
$18.5M
Investment in assets
Dividends
None
No dividend program

PTLO SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Portillo's Inc. (CIK: 0001871509)

📋 Recent SEC Filings

Date Form Document Action
May 5, 2026 10-Q ptlo-20260329.htm View →
May 5, 2026 8-K ptlo-20260505.htm View →
May 4, 2026 4 xslF345X06/wk-form4_1777927294.xml View →
May 4, 2026 4 xslF345X06/wk-form4_1777927286.xml View →
May 4, 2026 4 xslF345X06/wk-form4_1777927278.xml View →

Frequently Asked Questions about PTLO

What is the AI rating for PTLO?

Portillo's Inc. (PTLO) has an AI rating of STRONG SELL with 88% confidence, based on fundamental analysis of SEC EDGAR filings.

What are PTLO's key strengths?

Claude: Positive 3% revenue growth demonstrates ongoing customer demand. Moderate debt-to-equity ratio of 0.74x indicates reasonable leverage on balance sheet.

What are the risks of investing in PTLO?

Claude: CRITICAL: Current ratio of 0.26x indicates severe liquidity crisis with insufficient short-term assets to meet obligations. CRITICAL: Interest coverage ratio of 0.8x - operating income cannot cover interest expenses, signaling solvency stress.

What is PTLO's revenue and growth?

Portillo's Inc. reported revenue of $182.6M.

Does PTLO pay dividends?

Portillo's Inc. does not currently pay dividends.

Where can I find PTLO SEC filings?

Official SEC filings for Portillo's Inc. (CIK: 0001871509) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PTLO's EPS?

Portillo's Inc. has a diluted EPS of $-0.01.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PTLO a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Portillo's Inc. has a STRONG SELL rating with 88% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PTLO stock overvalued or undervalued?

Valuation metrics for PTLO: ROE of -0.1% (sector avg: 18%), net margin of -0.2% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy PTLO stock in 2026?

Our dual AI analysis gives Portillo's Inc. a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is PTLO's free cash flow?

Portillo's Inc.'s operating cash flow is $17.6M, with capital expenditures of $18.5M. FCF margin is -0.5%.

How does PTLO compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -0.2% (avg: 8%), ROE -0.1% (avg: 18%), current ratio 0.26 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 7, 2026 | Data as of: 2026-03-29 | Powered by Claude AI