DINDine Brands Global, Inc.

Retail-Eating Places · $450M market cap

4.4×

More likely than average to be taken private

Top 1% of the Russell 3000 for a buyout by a private-equity firm, holdco or insiders. How it works

What an activist or buyer would see: cheap, overpaid, diluted or under pressure.

Payouts exceed cash flowYes
103% of cash flow
Buybacks + dividends over cash flow
Recurring revenueYes
7 of 10
10-K business scored 7+ of 10 for recurring revenue
Active 13DYes
2 filings
Active-intent 13D in 18 months

12 other checks

TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
520% of net income
Cash flow under 80% of net income
Dilutive SBCNo
2% of revenue
Over 10% of revenue
Goodwill-heavyNo
14% of assets
Over 40% of assets
Shareholder dissentNo
85% lowest support
Any vote under 80% support
Low revenue per employeeNo
—
Bottom quartile of its SIC industry
Quiet on AINo
1.8 per 10K words · 52nd pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
—
More cash than debt, positive EBITDA
Buyout-sizedNo
$450M market cap
Market cap $500M–$5B
AI-rollup shapedNo
1 of 10
10-K business scored 5+ of 10 as an AI-rollup target
Net insider sellingNo
$386K net
Net sales over $10M in 12 months

Metric	FY2021	FY2022	FY2023	FY2024	FY2025	YoY
Revenue	$896M	$909M	$831M	$812M	$879M	8.2%
Net income	$98M	$81M	$97M	$65M	$17M	74%
Operating cash flow	$196M	$89M	$131M	$108M	$89M	18%
Capex	$17M	$35M	$37M	$14M	$36M	153%
Stock-based comp	$12M	$16M	$12M	$16M	$13M	17%
Buybacks	$4M	$120M	$26M	$12M	$61M	403%
Dividends	$0	$31M	$32M	$31M	$31M	1.0%

Filed	Filer	Form	Stake	Intent
Nov 2, 2026	Cobblers Cove Capital LP	SCHEDULE 13D	1.4%	Active
Nov 2, 2026	Arkhouse Management Co. LP	SCHEDULE 13D	4.3%	Active

+$386Knet buying by insiders, open market, last 12 months

Bought $438K · 11 tradesSold $52K · 1 trade

No pay-versus-performance disclosure yet.