ARCO
Arcos Dorados Holdings Inc.
ARCO has the edge over GME overall, supported by lower modeled downside and stronger valuation.
GME
GameStop Corp.
GME offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
ARCO Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Stable | |
| Under pressure |
ARCO's revenue and profitability are currently healthy, and its cash flow is stable, but its balance sheet is under pressure.
GME Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Strong | |
| Strong | |
| Unavailable |
GME's profitability and cash flow are currently strong, and its revenue is stable. There isn't enough data to rate its balance sheet.
ARCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 5.8x | $7.00 | — |
| Cheap | 7.8x | $9.45 | +35% |
| Fair | 11x | $13.88 | +98% |
| Expensive | 19x | $23.55 | +236% |
Historical ranges are pointers, not guarantees.
ARCO has the edge over GME in the historical PE scenario, which offers more potential upside but is not a forecast.
GME PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 17x | $25.62 | — |
| Cheap | 18x | $27.96 | +9.1% |
| Forward | 38x | $25.62 | — |
| Fair | 43x | $66.84 | +161% |
| Expensive | 252x | $388 | +1414% |
Historical ranges are pointers, not guarantees.
GME's PE is in its cheap range at 17x. Analysts expect earnings to fall, which would put today's price at 38x next year's earnings, in its fair range.
ARCO Forward outlook
There aren't enough analyst estimates for ARCO to show an outlook.
GME Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong decline | |
| Strong decline | |
| Strongly weakening | |
| Limited | |
| High |
Analysts expect GME's earnings and revenue to decline, with profitability weakening.
ARCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | $1.21 | +92% |
| Q1 2026 | $1.11 | +71% |
| Q4 2025 | $1.01 | +40% |
| Q3 2025 | $1.17 | +67% |
| Q2 2025 | $0.63 | -44% |
| Q1 2025 | $0.65 | -42% |
| Q4 2024 | $0.72 | -38% |
| Q3 2024 | $0.70 | -40% |
ARCO earned $1.21 per share over the past year, up 92% from the year before.
GME Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $0.67 | -56% |
| Q3 2026 | $1.54 | +93% |
| Q2 2026 | $1.34 | +153% |
| Q1 2026 | $0.77 | +133% |
| Q4 2025 | $0.89 | +394% |
| Q3 2025 | $0.80 | +515% |
| Q2 2025 | $0.53 | +563% |
| Q1 2025 | $0.33 | +1550% |
| Q4 2024 | $0.18 | +$0.21 |
GME has the edge over ARCO on earnings, with more consistent year-over-year improvement.
ARCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.3B | +14% |
| Q1 2026 | $1.2B | +13% |
| Q4 2025 | $1.3B | +11% |
| Q3 2025 | $1.2B | +5.2% |
| Q2 2025 | $1.1B | +2.8% |
| Q1 2025 | $1.1B | -0.4% |
| Q4 2024 | $1.1B | -2.7% |
| Q3 2024 | $1.1B | +0.8% |
ARCO has the edge over GME on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | 5.9% | +0.4 points |
| Q1 2026 | 4.7% | +0.5 points |
| Q4 2025 | 7.5% | -1.5 points |
| Q3 2025 | 12% | +5.3 points |
| Q2 2025 | 5.5% | -1.2 points |
| Q1 2025 | 4.2% | -2.1 points |
| Q4 2024 | 9% | +2 points |
| Q3 2024 | 7% | -1 points |
ARCO's operating margin was 5.9% last quarter, about level with the same quarter a year ago.
GME Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $790.2M | -19% |
| Q2 2026 | $835.3M | +14% |
| Q1 2026 | $1.1B | -14% |
| Q4 2025 | $821M | -4.6% |
| Q3 2025 | $972.2M | +22% |
| Q2 2025 | $732.4M | -17% |
| Q1 2025 | $1.3B | -28% |
| Q4 2024 | $860.3M | -20% |
GME's revenue has slid since its 2022 peak: $790M last quarter, down 19% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | +13 points |
| Q2 2026 | 17% | +19 points |
| Q1 2026 | 12% | +6 points |
| Q4 2025 | 5% | +8.9 points |
| Q3 2025 | 6.8% | +9.6 points |
| Q2 2025 | -1.5% | +4.3 points |
| Q1 2025 | 6.2% | +3.1 points |
| Q4 2024 | -3.9% | -2.5 points |
GME has the edge over ARCO on profitability, with a higher operating margin.
ARCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | $56.4M | +257% |
| Q1 2026 | -$18.7M | +$43.5M |
| Q4 2025 | $27.2M | +46% |
| Q3 2025 | $30.4M | +421% |
| Q2 2025 | $15.8M | +$30.4M |
| Q1 2025 | -$62.2M | +$8.4M |
| Q4 2024 | $18.6M | +65% |
| Q3 2024 | $5.8M | -87% |
ARCO's free cash flow has turned positive again: $95M over the past year, against −$22M the year before.
GME Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $60.7M | -46% |
| Q2 2026 | $332.9M | +76% |
| Q1 2026 | $187.4M | +18% |
| Q4 2025 | $107M | +435% |
| Q3 2025 | $113.3M | +73% |
| Q2 2025 | $189.6M | +$304.3M |
| Q1 2025 | $158.8M | +$177.5M |
| Q4 2024 | $20M | +80% |
GME generated $688M in free cash flow over the past year, up 43% from the year before.
ARCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | 0% | -- |
| 3 years | 0% | +37.2K shares |
| 5 years | +0.1% | +303K shares |
| Available history | +0.4% | +919K shares |
ARCO has the edge over GME on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | — |
ARCO hasn't bought back shares in the past year.
GME Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.1% | +300K shares |
| 1 year | +8.4% | +46.1M shares |
| 3 years | +94% | +288M shares |
| 5 years | +104% | +302M shares |
| Available history | +80% | +264M shares |
GME has 593M diluted shares, up 8.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2021 | — |
| Q4 2020 | — |
| Q1 2020 | $21.8M |
| Q4 2019 | $114M |
ARCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q2 2026 | 3.0x | Elevated |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.2x | Elevated |
| Q3 2025 | 3.3x | Elevated |
| Q2 2025 | 4.0x | Elevated |
| Q1 2025 | 3.8x | Elevated |
| Q4 2024 | 3.3x | Elevated |
| Q3 2024 | 3.4x | Elevated |
ARCO's net debt is about 3.0 years of its operating earnings (EBITDA), down from 4.0 years a year ago.
GME Net Leverage
ARCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 12.7 | Oversold |
ARCO's weekly RSI is 40 (neutral) and its Stochastic is 13 (oversold).
GME Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 59.9 | Neutral |
| Stochastic | 68.5 | Neutral |
GME's weekly RSI is 60 (neutral) and its Stochastic is 69 (neutral).
ARCO PE vs Consumer Cyclical Sector
| Metric | ARCO | Sector median | Relative |
|---|---|---|---|
| PE | 5.8x | 18x | 68% below |
| PE % | 1 | 47 | 46 pts below |
ARCO has the edge over GME on valuation relative to its sector.
GME PE vs Consumer Cyclical Sector
| Metric | GME | Sector median | Relative |
|---|---|---|---|
| PE | 17x | 18x | 7.7% below |
| PE % | 15 | 47 | 32 pts below |
GME is trading at 17x earnings, in line with the Consumer Cyclical sector's median of 18x.
ARCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $7.36 | 4.9% below |
| 20 week MA | $7.80 | 10% below |
| 50 week MA | $8.05 | 13% below |
| 100 week MA | $7.74 | 9.6% below |
| 200 week MA | $8.75 | 20% below |
ARCO is in a downtrend: it's below all five of its weekly moving averages, and 20% below its 200-week average.
GME Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $25.2 | 1.8% above |
| 20 week MA | $22.4 | 15% above |
| 50 week MA | $22.6 | 13% above |
| 100 week MA | $24.0 | 7% above |
| 200 week MA | $21.8 | 17% above |
GME has the edge over ARCO on trend strength, trading above more of its moving averages.
ARCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $8.18 | $4.93 | -40% |
| 2021 | $4.93 | $5.33 | +8.1% |
| 2022 | $5.33 | $8.32 | +56% |
| 2023 | $8.32 | $12.7 | +53% |
| 2024 | $12.7 | $7.29 | -43% |
| 2025 | $7.29 | $7.37 | +1.1% |
| 2026 YTD | $7.37 | $7.00 | -5% |
ARCO has finished higher in four of the last six years, two of them by more than 50%. It's down 5% so far in 2026.
GME Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $1.48 | $5.04 | +241% |
| 2021 | $5.04 | $38.0 | +655% |
| 2022 | $38.0 | $20.1 | -47% |
| 2023 | $20.1 | $17.5 | -13% |
| 2024 | $17.5 | $32.2 | +84% |
| 2025 | $32.2 | $21.1 | -35% |
| 2026 YTD | $21.1 | $25.6 | +21% |
GME has the edge over ARCO on returns for 2026, with the stronger performance.