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Upturn AI SWOT - About
BH-A 
Biglari Holdings Inc (BH-A)
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Upturn Advisory Summary
06/30/2025: BH-A (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $
1 Year Target Price $
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit -4.98% | Avg. Invested days 29 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 891.01M USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta 0.97 | 52 Weeks Range 805.04 - 1444.87 | Updated Date 06/28/2025 |
52 Weeks Range 805.04 - 1444.87 | Updated Date 06/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) -219.46 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin -16.21% | Operating Margin (TTM) 3.06% |
Management Effectiveness
Return on Assets (TTM) 1.41% | Return on Equity (TTM) -10.29% |
Valuation
Trailing PE - | Forward PE - | Enterprise Value 908505620 | Price to Sales(TTM) 2.42 |
Enterprise Value 908505620 | Price to Sales(TTM) 2.42 | ||
Enterprise Value to Revenue 2.47 | Enterprise Value to EBITDA 10.45 | Shares Outstanding 206864 | Shares Floating 185402 |
Shares Outstanding 206864 | Shares Floating 185402 | ||
Percent Insiders 0.4 | Percent Institutions 88.49 |
Analyst Ratings
Rating - | Target Price - | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold - | Sell - | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
Biglari Holdings Inc
Company Overview
History and Background
Biglari Holdings Inc. (BH) was founded in 1921 as Steak n Shake Company. It has evolved into a holding company with interests in diverse sectors, including restaurants, insurance, media, and real estate.
Core Business Areas
- Steak n Shake: A classic American brand serving steakburgers and milkshakes.
- Western Sizzlin': A buffet-style restaurant chain.
- First Guard: Specialty insurance provider focusing on the trucking industry.
- Maxim Magazine: A men's lifestyle magazine and digital platform.
- Biglari Capital: The investment management wing of Biglari Holdings.
Leadership and Structure
Sardar Biglari is the Chairman and CEO of Biglari Holdings Inc. The company operates with a decentralized structure, giving operational autonomy to its subsidiary companies.
Top Products and Market Share
Key Offerings
- Steakburgers and Milkshakes: Steak n Shake's core offerings, representing a significant portion of revenue. Highly fragmented fast-food market. Competitors include McDonald's (MCD), Burger King (RBI), and Wendy's (WEN).
- Trucking Insurance: First Guard provides specialty insurance to the trucking industry. Market share data is not publicly available. Competitors include Progressive (PGR) and Great West Casualty Company.
- Maxim Magazine Content: Men's lifestyle magazine and digital content. Competitors include GQ, Esquire, and Playboy.
Market Dynamics
Industry Overview
The restaurant industry is highly competitive, with varying trends across fast-food and casual dining. The insurance industry is subject to regulatory changes and economic cycles. Media is increasingly digital.
Positioning
BH operates in mature markets and seeks value through operational improvements and capital allocation. It differentiates itself through a decentralized management approach.
Total Addressable Market (TAM)
TAM across BH's businesses (restaurants, insurance, media) is very large (>$1 trillion). BHu2019s positioning is to improve existing brands and find value in fragmented sectors.
Upturn SWOT Analysis
Strengths
- Strong brand recognition (Steak n Shake)
- Diversified business segments
- Experienced management team (Biglari Capital)
- Decentralized operational structure
Weaknesses
- Variable performance across different business segments
- Dependence on Steak n Shake performance
- Limited growth in mature markets
- Complex corporate structure
Opportunities
- Expansion of insurance offerings
- Digital transformation of media assets
- Acquisition of undervalued businesses
- Franchise Steak n Shake
Threats
- Intense competition in the restaurant industry
- Economic downturn affecting insurance and restaurant sales
- Changing consumer preferences
- Regulatory changes in insurance
Competitors and Market Share
Key Competitors
- MCD
- RBI
- WEN
- PGR
Competitive Landscape
BH's competitive advantage lies in its diversified holdings and value investment approach. It faces challenges in competing directly with larger, more focused companies.
Major Acquisitions
Maxim Magazine
- Year: 2014
- Acquisition Price (USD millions): 12.5
- Strategic Rationale: Expand media holdings and leverage the brand for content and marketing.
Growth Trajectory and Initiatives
Historical Growth: Growth has been variable, largely driven by Steak n Shake and acquisitions. Organic growth has been challenging.
Future Projections: Future growth is dependent on the success of strategic initiatives and economic conditions. Analyst estimates are not widely available due to the company's unique structure.
Recent Initiatives: Recent initiatives include restaurant repositioning, digital media investments, and strategic acquisitions.
Summary
Biglari Holdings is a diversified holding company with a complex structure. Steak n Shake remains a key driver, but faces competition. Its decentralized approach can be both a strength and weakness, and the company needs to navigate changing consumer preferences while optimizing its diverse portfolio. Long-term shareholder value is tied to Biglari Capital's ability to allocate capital effectively.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Biglari Holdings Inc. SEC Filings (10-K, 10-Q)
- MarketWatch
- Company Press Releases
- Various Market Analysis Reports
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on individual circumstances and consultation with a financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Biglari Holdings Inc
Exchange NYSE | Headquaters San Antonio, TX, United States | ||
IPO Launch date 2018-05-01 | Chairman & CEO Mr. Sardar Biglari C.F.A. | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 2535 | Website https://www.biglariholdings.com |
Full time employees 2535 | Website https://www.biglariholdings.com | ||
Biglari Holdings Inc., through its subsidiaries, primarily operates and franchises restaurants in the United States. It owns, operates, and franchises restaurants under the Steak n Shake and Western Sizzlin names. The company also engages in underwriting commercial truck insurance, including selling physical damage and non-trucking liability insurance to truckers; and property and casualty insurance and reinsurance. In addition, it operates oil and natural gas properties offshore in Louisiana state waters and in the Permian Basin; and publishes, licenses, and sells magazines under the MAXIM and Maxim brand names. Further, it engages in the investment activities. The company was formerly known as The Steak n Shake Company and changed its name to Biglari Holdings Inc. in April 2010. Biglari Holdings Inc. was founded in 1934 and is based in San Antonio, Texas.
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