Event-Driven Stocks

Portillo's Inc.

PTLONasdaq

Consumer Discretionary · Retail-Eating Places · DE · SEC filings ↗ · Compare ⊕

View price & chart on Yahoo Finance ↗
Signs● 4 good● 1 severedetails ↓

Financials

SEC XBRL · annual
 FY25FY24FY23FY22FY21FY20
Revenue$732.1M$710.6M$679.9M$587.1M$535.0M$455.5M
Operating income$43.7M$58.0M$55.4M$41.3M$30.0M$57.3M
Net income$19.3M$29.5M$18.4M$10.9M−$15.2M−$8.3M
Total assets$1.61B$1.50B$1.39B$1.28B$999.6M$910.2M
Total liabilities$1.11B$1.01B$925.4M$847.2M$576.2M$568.9M
Equity$467.8M$401.1M$322.4M$256.3M$171.3M$140.7M
EPS (diluted)$0.27$0.46$0.32$0.25$-0.42$-0.16
Shares out.71.1M55.6M48.5M35.8M35.8M51.2M

Reported figures from the company's SEC filings (XBRL). Blank where a line item isn't cleanly tagged — never estimated.

Key ratios

from filings · FY2025
Operating margin
6.0%
Net margin
2.6%
Return on equity
4.1%
Return on assets
1.2%
Return on capital (ROCE)
3.1%
Liabilities / assets
69.0%
Debt / equity
2.37×
Book value / share
$6.58
Revenue growth (YoY)
3.0%
Net income growth (YoY)
−34.5%

Computed from the company's own SEC figures — no market price, so these are facts, not a valuation. Book value per share is reported equity ÷ shares; it is not the stock price.

Financial health

forensic scores · FY2025
Altman Z″ (distress)
0.17distress
Accruals / assets
−3.3%clean
Piotroski F-Score
3/9weak

Altman Z″is a textbook bankruptcy-distress score from book values only (>2.6 safe · 1.1–2.6 grey · <1.1 distress). Accruals = (net income − operating cash flow) ÷ assets; persistently high accruals are an earnings-quality red flag. Beneish M-Scoreis an eight-ratio screen comparing this year with last (M > −1.78 = elevated manipulation-risk screen, not proof). Piotroski F-Scorecounts how many of nine fundamental-health checks pass (shown as passed / applicable; we use operating margin and total liabilities as documented proxies where the exact input isn't XBRL-tagged). Computed from SEC filings — descriptive factors, not advice or a forecast.

Quality score

EDS Score
68
/ 100
Profitability 100Growth 50Catalyst 67Earnings quality 100Financial strength 25

Our own multi-factor score from free SEC data — profitability, growth, financial strength, earnings quality, and event/ownership catalysts. No market price and no licensed model: each axis is the share of source-backed checks it passes. Descriptive factors, not advice or a forecast.

Signs

● 1 severe● 4 good
  • Altman Z″ in the distress zone
  • Operating margin is positive
  • Revenue is growing year-over-year
  • Positive operating cash flow
  • Clean earnings (low accruals)

Derived from the company's own SEC figures (fundamentals, forensic scores, filing discipline) — descriptive factors, not advice or a forecast.

5%+ owners

SEC Schedule 13D / 13G · last 3 yrs

Holders who disclosed a 5%+ stake. 13D signals intent to influence or control; 13G is a passive holding. Latest filing per holder — open it for the exact stake.

Short interest

FINRA · bi-monthly
SettlementShares shortDays to coverΔ vs prior
May 15, 202610.1M3.4+11.9%
Apr 30, 20269.0M6.1-6.9%
Apr 15, 20269.7M8.8-5.5%
Mar 31, 202610.3M8.1-3.4%
Mar 13, 202610.6M8.3-5.2%

Shares sold short as reported to FINRA. Days-to-cover = short shares ÷ average daily volume — higher means more potential squeeze pressure.

Material events

SEC Form 8-K · most recent

Events the company reported on Form 8-K, labelled by the SEC item code it filed under — its own classification, not our interpretation.

Recent SEC filings

All filings ↗

Event-driven situations (2)

Spot an error in this record? Report it. Every correction is verified against the source filing before we change anything.