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Upturn AI Summary - About
Dutch Bros Inc(BROS)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for BROS
09/28/2026: BROS (2-star) is currently NOT-A-BUY. Pass it for now.
Dutch Bros Inc is a high-growth operator and franchisor of drive-thru coffee shops that distinguishes itself through an energetic customer-service culture and proprietary beverage menu. The company has a leading position in its core markets and has demonstrated strong revenue growth through a proven, scalable, and capital-efficient unit expansion model. Its primary investment story centers on the vast national whitespace available for new shop openings. However, the company faces notable risks, including intense competition from global giants, exposure to rising labor costs, and a high valuation that hinges on sustained execution. This stock is best suited for growth-oriented investors who can tolerate volatility while monitoring unit-growth momentum.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is in an aggressive unit-expansion phase, prioritizing revenue growth over immediate profitability. |
| Momentum investor | Mixed fit | Stock performance is highly sensitive to earnings surprises and unit growth targets. |
| Value investor | Weak fit | The company's valuation is typically priced for high growth, lacking traditional value characteristics. |
| Dividend investor | Weak fit | There is no current dividend policy as cash is reinvested into the business. |
| Low-risk investor | Weak fit | The stock exhibits significant volatility typical of high-growth retail concepts. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock's beta reflects high sensitivity to broader market swings and growth expectations. |
| Valuation risk | High | High P/E multiples require sustained growth to justify current share prices. |
| Competition risk (Coffee giants) | Medium / high | Aggressive promotional pricing from competitors could pressure margins and traffic. |
| Business quality | Medium | The company has a strong brand, but operational consistency remains vital during rapid scaling. |
| Dividend income | Low / none | Investors should not expect income generation from this stock. |
| Execution risk | Medium / high | Success depends on finding and staffing high-quality locations consistently. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 85.32% | Avg. Invested days 37 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 09/28/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.65B USD | Price to earnings Ratio 52.62 | 1Y Target Price 75.48 |
Price to earnings Ratio 52.62 | 1Y Target Price 75.48 | ||
Volume (30-day avg) 4.2M shares | Beta 2.29 | 52 Weeks Range 37.40 - 74.02 | Updated Date 09/27/2026 |
52 Weeks Range 37.40 - 74.02 | Updated Date 09/27/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.72 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Company-Operated Shops | Direct sales of beverages and food at locations owned by Dutch Bros. | This is the primary way the company drives top-line revenue through daily operations. |
| Franchising | Royalty fees and initial franchise fees from partner-owned shops. | High-margin revenue stream that allows for expansion with lower capital requirements. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 52.62 | Forward PE 32.57 | Enterprise Value 6.24B | Price to Sales(TTM) 3.53 |
Enterprise Value 6.24B | Price to Sales(TTM) 3.53 | ||
Enterprise Value to Revenue 3.31 | Enterprise Value to EBITDA 19.48 | Shares Outstanding 137.94M | Shares Floating 130.18M |
Shares Outstanding 137.94M | Shares Floating 130.18M | ||
Percent Insiders 5.18 | Percent Institutions 95.66 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Dutch Bros Inc
Exchange NYSE | Headquarters Tempe, AZ, United States | ||
IPO Launch date 2021-09-15 | CEO, President & Director Ms. Christine Barone | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 27000 | Website https://www.dutchbros.com |
Full time employees 27000 | Website https://www.dutchbros.com | ||
Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company sells and distributes coffee, coffee-related products, and accessories. It operates through Company-Operated Shops and Franchising and Other segments. The company sells its products under various brands such as Dutch Bros, Dutch Bros Coffee, Dutch Bros Rebel, Dutch Bros, and Blue Rebel. Dutch Bros Inc. was founded in 1992 and is based in Tempe, Arizona.
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