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Biglari Holdings Inc. (BH) Stock Fundamental Analysis & AI Rating 2026

BH NYSE Retail-Eating Places IN CIK: 0001726173
Updated This Month • Analysis: Mar 21, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
78% Confidence
AGREEMENT
SELL
85% Conf
HOLD
71% Conf

📊 BH Key Takeaways

Revenue: $395.3M
Net Margin: -9.5%
Free Cash Flow: $76.6M
Current Ratio: 2.43x
Debt/Equity: 0.41x
EPS: $-143.86
AI Rating: SELL with 85% confidence
Biglari Holdings Inc. (BH) receives a SELL rating with 78% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $395.3M, net profit margin of -9.5%, and return on equity (ROE) of -7.2%, Biglari Holdings Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete BH stock analysis for 2026.

Is Biglari Holdings Inc. (BH) a Good Investment?

Claude

Biglari Holdings is experiencing significant operational distress with negative operating income (-12.1% margin) and net losses despite 9.2% revenue growth, indicating fundamental business challenges in its restaurant operations. While the company maintains adequate liquidity (2.43x current ratio) and generates positive free cash flow ($76.6M), these are insufficient to offset deteriorating profitability and negative return metrics (ROE -7.2%, ROA -3.7%), suggesting structural issues in operational efficiency rather than temporary headwinds.

ChatGPT

Biglari Holdings shows solid liquidity, manageable leverage, and strong free cash flow generation relative to revenue, which supports financial resilience despite reported losses. However, weak profitability, negative operating margin, and negative interest coverage indicate that underlying earnings quality remains strained and that cash generation is not yet translating into durable operating performance. The fundamentals support a neutral stance until margin recovery and earnings consistency become clearer.

Why Buy Biglari Holdings Inc. Stock? BH Key Strengths

Claude
  • + Strong liquidity position with $268.8M cash and 2.43x current ratio provides financial flexibility
  • + Positive free cash flow of $76.6M (19.4% FCF margin) demonstrates ability to generate cash despite losses
  • + Conservative leverage at 0.41x Debt/Equity ratio with manageable debt burden of $213.9M
ChatGPT
  • + Strong liquidity with a 2.43x current ratio and $268.78M in cash
  • + Positive operating cash flow of $106.96M and free cash flow of $76.61M, indicating good cash conversion
  • + Moderate balance sheet leverage with debt-to-equity of 0.41x and equity exceeding liabilities

BH Stock Risks: Biglari Holdings Inc. Investment Risks

Claude
  • ! Persistent operating losses (-$47.7M operating income) with negative operating margin of -12.1% indicate core business is unprofitable
  • ! Deteriorating profitability despite revenue growth suggests cost structure problems or pricing pressures in restaurant segment
  • ! Negative return metrics (ROE -7.2%, ROA -3.7%) and interest coverage of -5.8x signal inability to generate adequate returns on assets and cover interest obligations
ChatGPT
  • ! Negative operating income and a -12.1% operating margin point to weak core profitability
  • ! Negative interest coverage of -5.8x suggests earnings do not currently support debt servicing comfortably
  • ! Low gross margin of 8.7% leaves limited cushion against cost inflation or execution missteps

Key Metrics to Watch

Claude
  • * Operating margin trend - critical to determine if losses are temporary or structural
  • * Gross margin sustainability at 8.7% - whether this reflects industry conditions or operational inefficiency
  • * Cash burn rate relative to operating cash flow - monitor if positive FCF can persist amid net losses
ChatGPT
  • * Operating margin and net income trend
  • * Operating cash flow and free cash flow sustainability

Biglari Holdings Inc. (BH) Financial Metrics & Key Ratios

Revenue
$395.3M
Net Income
$-37.5M
EPS (Diluted)
$-143.86
Free Cash Flow
$76.6M
Total Assets
$1.0B
Cash Position
$268.8M

💡 AI Analyst Insight

Strong liquidity with a 2.43x current ratio provides a solid financial cushion.

BH Profit Margin, ROE & Profitability Analysis

Gross Margin 8.7%
Operating Margin -12.1%
Net Margin -9.5%
ROE -7.2%
ROA -3.7%
FCF Margin 19.4%

BH vs Consumer Sector: How Biglari Holdings Inc. Compares

How Biglari Holdings Inc. compares to Consumer sector averages

Net Margin
BH -9.5%
vs
Sector Avg 8.0%
BH Sector
ROE
BH -7.2%
vs
Sector Avg 18.0%
BH Sector
Current Ratio
BH 2.4x
vs
Sector Avg 1.5x
BH Sector
Debt/Equity
BH 0.4x
vs
Sector Avg 0.8x
BH Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Biglari Holdings Inc. Stock Overvalued? BH Valuation Analysis 2026

Based on fundamental analysis, Biglari Holdings Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
-7.2%
Sector avg: 18%
Net Profit Margin
-9.5%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.41x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Biglari Holdings Inc. Balance Sheet: BH Debt, Cash & Liquidity

Current Ratio
2.43x
Quick Ratio
2.40x
Debt/Equity
0.41x
Debt/Assets
49.0%
Interest Coverage
-5.80x
Long-term Debt
$213.9M

BH Revenue & Earnings Growth: 5-Year Financial Trend

BH 5-year financial data: Year 2021: Revenue $668.8M, Net Income $45.4M, EPS $131.64. Year 2022: Revenue $433.7M, Net Income -$38.0M, EPS $-110.05. Year 2023: Revenue $368.2M, Net Income $35.5M, EPS $111.83. Year 2024: Revenue $368.2M, Net Income -$32.0M, EPS $-107.43. Year 2025: Revenue $395.3M, Net Income $54.9M, EPS $189.49.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Biglari Holdings Inc.'s revenue has declined by 41% over the 5-year period, indicating business contraction. The most recent EPS of $189.49 reflects profitable operations.

BH Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
19.4%
Free cash flow / Revenue

BH Quarterly Earnings & Performance

Quarterly financial performance data for Biglari Holdings Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $90.4M -$5.3M N/A
Q2 2025 $91.1M $17.7M N/A
Q1 2025 $89.5M $22.6M N/A
Q3 2024 $90.4M $6.5M N/A
Q2 2024 $91.1M $1.9M N/A
Q1 2024 $89.5M $22.6M N/A
Q3 2023 $90.9M $10.3M N/A
Q2 2023 $92.4M $1.9M N/A

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Biglari Holdings Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$107.0M
Cash generated from operations
Capital Expenditures
$30.4M
Investment in assets
Dividends
None
No dividend program

BH SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Biglari Holdings Inc. (CIK: 0001726173)

📋 Recent SEC Filings

Date Form Document Action
Apr 10, 2026 8-K bh-20260408.htm View →
Mar 31, 2026 10-K/A bh-20251231.htm View →
Mar 13, 2026 4 xslF345X05/form408106003_03132026.xml View →
Mar 11, 2026 DEF 14A bh-20260311.htm View →
Mar 9, 2026 4 xslF345X05/form408106003_03092026.xml View →

Frequently Asked Questions about BH

What is the AI rating for BH?

Biglari Holdings Inc. (BH) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 78% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are BH's key strengths?

Claude: Strong liquidity position with $268.8M cash and 2.43x current ratio provides financial flexibility. Positive free cash flow of $76.6M (19.4% FCF margin) demonstrates ability to generate cash despite losses. ChatGPT: Strong liquidity with a 2.43x current ratio and $268.78M in cash. Positive operating cash flow of $106.96M and free cash flow of $76.61M, indicating good cash conversion.

What are the risks of investing in BH?

Claude: Persistent operating losses (-$47.7M operating income) with negative operating margin of -12.1% indicate core business is unprofitable. Deteriorating profitability despite revenue growth suggests cost structure problems or pricing pressures in restaurant segment. ChatGPT: Negative operating income and a -12.1% operating margin point to weak core profitability. Negative interest coverage of -5.8x suggests earnings do not currently support debt servicing comfortably.

What is BH's revenue and growth?

Biglari Holdings Inc. reported revenue of $395.3M.

Does BH pay dividends?

Biglari Holdings Inc. does not currently pay dividends.

Where can I find BH SEC filings?

Official SEC filings for Biglari Holdings Inc. (CIK: 0001726173) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is BH's EPS?

Biglari Holdings Inc. has a diluted EPS of $-143.86.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is BH a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Biglari Holdings Inc. has a SELL rating with 78% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is BH stock overvalued or undervalued?

Valuation metrics for BH: ROE of -7.2% (sector avg: 18%), net margin of -9.5% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy BH stock in 2026?

Our dual AI analysis gives Biglari Holdings Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is BH's free cash flow?

Biglari Holdings Inc.'s operating cash flow is $107.0M, with capital expenditures of $30.4M. FCF margin is 19.4%.

How does BH compare to other Consumer stocks?

Vs Consumer sector averages: Net margin -9.5% (avg: 8%), ROE -7.2% (avg: 18%), current ratio 2.43 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 21, 2026 | Data as of: 2025-12-31 | Powered by Claude AI