PTLO

Portillo's Inc.

Consumer Cyclical · $253M market cap

Share price

$3.51

close of Oct 3, 2026

Fair value

$6.42

Sticker Price

Payback Price

$2.57

buy price

Undervalued

PTLO is Undervalued: at $3.51 it trades 45% below its fair value of $6.42. Its buy price (Payback Price) is $2.57, 27% below today's price. Business quality is limited: only 1 of 5 key numbers clears 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

1 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth42.3% a year✓

Equity per share growth2.2% a year✗

Sales growth9.1% a year✗

Free cash flow growth-18.6% a year✗

Return on invested capital3.4%✗

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Superinvestors

1 of the investors we track holds PTLO. In Q2 2026, 1 sold out. Who we track

Glenn Welling

Engaged Capital · as of Q2 2026

$16.3M

3,442,990 shares

Moves in Q2 2026

Sold out: Bill Miller

Insider activity

Since Aug 12, 2026: 1 open-market purchase worth $300K and 1 other filing (stock awards, tax withholding and similar). Why purchases matter

Purchases

LEE EUGENE I JR

director · 2026-08-12

Bought

$300K

Other filings

Kaiser Kelly M

General Counsel and Secretary · 2026-09-05

Tax withholding

$2K

About Portillo's Inc.

Portillo's Inc., along with its affiliated companies, owns and operates a network of quick-service and fast-casual restaurants throughout the United States. The company's diverse menu prominently features classic Chicago-style hot dogs and sausages, savory Italian beef sandwiches, flame-grilled burgers, crisp chopped salads, signature crinkle-cut French fries, and celebrated homemade chocolate cakes and chocolate…

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