- ISIN
- US26701L1008
- CUSIP
- 26701L100
- Sector
- Consumer Cyclical
- Industry
- Restaurants
- IPO Date
- Sep 15, 2021
Highlights
- Market Cap
- $8.59B
- Enterprise Value
- $9.34B
- EPS (TTM)
- $0.63
- PE Ratio
- 106.50
- PEG Ratio
- 0.31
- Total Revenue (TTM)
- $1.75B
- Gross Profit (TTM)
- $441.43M
- EBITDA (TTM)
- $241.99M
- Year Range
- $44.58 - $74.65
- Target Price
- $74.45
- ROA (TTM)
- 2.60%
- ROE (TTM)
- 11.57%
Share Price Chart
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Performance
BROS Performance Chart
Dutch Bros Inc. (BROS) is up 10.2% since the beginning of the year. At $67 per share, BROS is trading 9.7% below its 52-week high of $75.
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Returns By Period
Dutch Bros Inc. (BROS) has returned 10.16% so far this year and -2.64% over the past 12 months.
Dutch Bros Inc.
- 1D
- 0.61%
- 1M
- 29.39%
- YTD
- 10.16%
- 6M
- 6.17%
- 1Y
- -2.64%
- 3Y*
- 33.84%
- 5Y*
- —
- 10Y*
- —
Benchmark (S&P 500 Index)
- 1D
- -1.44%
- 1M
- -1.45%
- YTD
- 7.60%
- 6M
- 6.59%
- 1Y
- 22.24%
- 3Y*
- 19.20%
- 5Y*
- 11.54%
- 10Y*
- 13.71%
BROS Monthly Returns History
Based on dividend-adjusted daily data since Sep 15, 2021, BROS's average daily return is +0.15%, while the average monthly return is +3.00%. At this rate, an investment would double in approximately 2.0 years.
Historically, 52% of months were positive and 48% were negative. The best month was Oct 2021 with a return of +76.0%, while the worst month was Nov 2021 at -30.7%. The longest winning streak lasted 3 consecutive months, and the longest losing streak was 4 months.
On a daily basis, BROS closed higher 48% of trading days. The best single day was Sep 16, 2021 with a return of +30.9%, while the worst single day was May 12, 2022 at -26.9%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | -11.16% | -1.43% | -5.50% | 13.52% | 0.85% | 16.28% | 10.16% | ||||||
| 2025 | 19.36% | 26.62% | -22.01% | -3.24% | 20.86% | -5.30% | -13.31% | 21.19% | -27.13% | 6.11% | 5.53% | 4.45% | 16.88% |
| 2024 | -15.22% | 8.49% | 13.29% | -14.67% | 25.67% | 16.98% | -7.61% | -18.95% | 3.32% | 3.40% | 62.23% | -2.51% | 65.39% |
| 2023 | 35.19% | -12.49% | -5.16% | -1.52% | -8.96% | 0.32% | 9.00% | -4.51% | -21.48% | 4.69% | 9.82% | 18.48% | 12.34% |
| 2022 | 2.44% | -7.56% | 14.64% | -13.57% | -21.39% | -15.71% | 18.45% | -2.64% | -14.66% | 18.49% | 2.25% | -25.30% | -44.63% |
| 2021 | 33.29% | 75.99% | -30.69% | -3.65% | 56.65% |
Benchmark Metrics
Dutch Bros Inc. has an annualized alpha of 18.09%, beta of 1.64, and R2 of 0.19 versus S&P 500 Index. Calculated based on daily prices since September 15, 2021.
- This stock captured 175.22% of S&P 500 Index gains and 140.01% of its losses - amplifying both gains and losses, but participating more in upside than downside.
- R2 of 0.19 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 18.09%
- Beta
- 1.64
- R²
- 0.19
- Upside Capture
- 175.22%
- Downside Capture
- 140.01%
Return for Risk
Risk / Return Rank
BROS ranks 40 for risk / return — below 40% of stocks on our site. The returns aren't fully compensating for the risk involved. This isn't necessarily a dealbreaker, but factor it into your decision — especially if you're risk-averse.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Dutch Bros Inc. (BROS) and compare them to S&P 500 Index.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| BROS | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.83 | ||
| Sortino ratioReturn per unit of downside risk | -2.11 | ||
| Omega ratioGain probability vs. loss probability | 1.04 | 1.32 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.07 | 2.46 | -2.53 |
| Martin ratioReturn relative to average drawdown | -0.12 | 10.92 | -11.03 |
Dividends
Dividend History
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Dutch Bros Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Dutch Bros Inc. was 70.09%, occurring on Sep 27, 2023. Recovery took 346 trading sessions.
The current Dutch Bros Inc. drawdown is 21.00%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
2023 bear market2023 | -70.09%Sep 2023 | 1y 10mo | 1y 4mo | 3y 3moNov 2021 - Feb 2025 |
2026 bear market2026 | -45.31%Mar 2026 | 1y 1mo | — | 1y 4moFeb 2025 - now |
2021 bear market2021 | -24.05%Oct 2021 | 14d | 12d | 26dSep 2021 - Oct 2021 |
2021 pullback2021 | -9.27%Sep 2021 | 0s | 3d | 3dSep 2021 - Sep 2021 |
2021 pullback2021 | -6.41%Oct 2021 | 1d | 1d | 2dOct 2021 - Oct 2021 |
Drawdown Indicators
| BROS | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -70.09% | -56.78% | -13.31% |
Max Drawdown (1Y)Largest decline over 1 year | -37.11% | -9.10% | -28.01% |
Max Drawdown (3Y)Largest decline over 3 years | -45.31% | -18.90% | -26.41% |
Max Drawdown (5Y)Largest decline over 5 years | — | -25.43% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -33.92% | — |
Current DrawdownCurrent decline from peak | -21.00% | -3.21% | -17.79% |
Average DrawdownAverage peak-to-trough decline | -43.68% | -10.71% | -32.97% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.85% | 2.04% | +20.81% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Dutch Bros Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Dutch Bros Inc. is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for BROS, comparing it with other companies in the Restaurants industry. Currently, BROS has a P/E ratio of 106.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for BROS compared to other companies in the Restaurants industry. BROS currently has a PEG ratio of 0.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for BROS relative to other companies in the Restaurants industry. Currently, BROS has a P/S ratio of 4.9. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for BROS in comparison with other companies in the Restaurants industry. Currently, BROS has a P/B value of 12.3. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.
Income Statement
| TTM | |
|---|---|
Revenue | — |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | — |
Selling, General & Admin Expenses | — |
R&D Expenses | — |
Depreciation And Amortization | — |
Total Operating Expenses | — |
Income | — |
Income Before Tax | — |
Operating Income | — |
EBITDA | — |
EBIT | — |
Earnings From Continuing Operations | — |
Net Income | — |
Income Tax Expense | — |
Other Non-Operating Income (Expenses) | — |
Extraordinary Items | — |
Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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