Nama Insights

Dutch Bros (BROS)

Consumer Cyclical · Restaurants · NYSE

Dutch Bros (BROS) is a Consumer Cyclical company in the Restaurants industry. It has a market capitalization of $5.92B, a trailing price-to-earnings ratio of 37.1 and a free-cash-flow yield of 1.3%. Over the most recent reported fiscal year, revenue grew 27.9% and free cash flow per share grew 82.4%. Nama's AI scorecard rates it Buy, 5.8 out of 10. On 12-month momentum it ranks in the trailing band of its market.
AI scorecard
Buy · 5.8/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Trailing · -28.3% over 12 months ex. last
Bottom 20% of its market on the past year's move.
Shariah screen
Questionable
Ratios pass, but its industry often sells things we can't check.
Off its high
-61.1%
How far the last close sits under the highest price of the past five years.
Market cap$5.92B
Trailing P/E37.1
Price / book5.8
Price / sales3.1
FCF yield1.3%
Dividend yield—
Gross margin25.1%
Operating margin9.6%
Net margin4.9%
Revenue growth (YoY)+27.9%
Revenue growth (3-yr annual)+30.4%
EPS growth (YoY)+49.0%
FCF/share growth (YoY)+82.4%
Beta2.3
ExchangeNYSE
SectorConsumer Cyclical
IndustryRestaurants

BROS earnings

Next report: Feb 11, 2027 (Q4 2026, EPS estimate $0.18). Beat the EPS estimate in 3 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Nov 4, 2026 $0.25 $0.25 +0.0% $549.84M
Q2 2026 Aug 5, 2026 $0.33 $0.30 +10.0% $550.85M
Q1 2026 May 6, 2026 $0.16 $0.15 +6.7% $464.41M
Q4 2025 Feb 12, 2026 $0.17 $0.10 +70.0% $443.61M

BROS analyst price target

Median target $66.00 from 25 analysts, ranging $29.00 – $95.00.

Restaurants peers

TickerCompanyMarket capP/E
MCD McDonald's $195.68B 21.4
SBUX Starbucks $120.18B 38.9
CMG Chipotle Mexican Grill $43.55B 31.6
YUM Yum! Brands $43.35B 25.1
QSR Restaurant Brands International $35.56B 19.5
DRI Darden Restaurants $25.61B 21.1
YUMC Yum China $16.79B 17.3
TXRH Texas Roadhouse $12.07B 28.9
Explore live BROS data on Nama Insights →

BROS FAQ

Is BROS a buy?
Nama's AI scorecard currently rates Dutch Bros Buy (5.8 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is BROS's P/E ratio?
Dutch Bros trades at a trailing price-to-earnings ratio of 37.1.
When does BROS report earnings?
Dutch Bros's next scheduled report is on Feb 11, 2027. Analysts expect EPS of $0.18.
What is the BROS price target?
The median analyst price target from 25 analysts is $66.00, with a range of $29.00 – $95.00.
Is BROS Shariah compliant?
Nama's AAOIFI-style screen reads Dutch Bros as Questionable. Ratios pass, but its industry often sells things we can't check.