This Legendary Value Investor is Ignoring AI Frenzy and Buying Restaurant Brands (QSR)
Forget AI: Legendary Value Investor Seth Klarman Is Buying These 10 Value Stocks in 2026. Restaurant Brands International (NYSE:QSR) ranks #1 (see Seth Klarman Is Buying These 5 Value Stocks in 2026).
Restaurant Brands International (NYSE:QSR) has a forward PE of about 17, and the stock is up about 5% so far this year.
Restaurant Brands International (NYSE:QSR) recently posted quarterly results and beat Wall Street estimates for comparable sales. Burger King US, which drove a 5.8% comp increase, while the international business also held up well with a 5.7% comp.
QSR strength is its franchise-heavy mode, which means it enjoys high profit margins while offloading high-revenue but low-margin restaurant operations onto franchisees. Its revenue growth is better than McDonald’s.
However, there are some concerns around its margins, which are thin when compared with peers amid promotions and discount-driven value menus.
In the short term, declining consumer sentiment and geopolitical headwinds could impact the stock. YouGov data found that 66% of people who expect their economic conditions to worsen also plan to reduce eating out.
While we acknowledge the potential of QSR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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