BROS
Dutch Bros Inc.Consumer Cyclical · $6.6B market cap
Verdict
Share price
$38.67
close of Oct 3, 2026
Fair value
$22.01
Sticker Price
Payback Price
$8.81
buy price
BROS is Overpriced: at $38.67 it trades 76% above its fair value of $22.01. Its buy price (Payback Price) is $8.81, 77% below today's price. Business quality is strong: 4 of 5 key numbers clear the 10% bar.
How we valued it
Buffett Normalized. A profitable, growing business, so we project its earnings 10 years ahead and work out what that is worth today.
Business quality
4 of 5 clear the 10% bar. What are the Big Five?
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None of the investors we track holds BROS right now. In Q1 2026, 1 sold out. Who we track
Moves in Q1 2026
Sold out: Lee Ainslie
Insider activity
Since Jul 1, 2026: 1 open-market purchase worth $103K and 11 other filings (stock awards, tax withholding and similar). Why purchases matter
Purchases
Other filings
Maw Scott Harlan
director · 2026-08-20
Option exercise
775 shares
Cone C. David
director · 2026-08-20
Option exercise
775 shares
Penegor Todd Allan
director · 2026-08-20
Option exercise
775 shares
Miller Ann M
director · 2026-08-20
Option exercise
775 shares
MARCHISOTTO KORY
director · 2026-08-20
Option exercise
775 shares
Show all 11 other filingsShow fewer
Hart Gerard Johan
director · 2026-08-20
Option exercise
775 shares
Gillett Stephen
director · 2026-08-20
Option exercise
775 shares
DAVILA TANA
Chief Marketing Officer · 2026-07-01
Tax withholding
$270K
DAVILA TANA
Chief Marketing Officer · 2026-07-01
Tax withholding
$174K
DAVILA TANA
Chief Marketing Officer · 2026-07-01
Option exercise
8,787 shares
DAVILA TANA
Chief Marketing Officer · 2026-07-01
Option exercise
5,655 shares
About Dutch Bros Inc.
Dutch Bros Inc., in collaboration with its subsidiaries, operates and licenses drive-thru establishments throughout the United States. The company's business model is divided into two primary divisions: its directly owned and managed shops, and its franchising and other related ventures. Customers are served through the firm's corporate-operated locations and its online platforms, utilizing brand names like Dutch…
Restaurants
Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works