Pershing Square Holdings on QSR (QSR)
公司名称：Restaurant Brands Intl
详细生意模式：美国/加拿大
护城河：Tim Hortons/BK/Popeyes，18x NTM P/E。Tim Hortons comp +3%。
估值水平：🟡中
EV/Market Cap：EV/EBITDA 5.6x, 18x P/E
网络观点：高质量特许QSR，相对同业低估20%+。
AI观点：18x估值打折合理因为Tim Hortons增长放缓。等待更低估值或增长加速证据。
原文日期：2026-02-11
作者简介：顶级对冲基金
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