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Dine Brands (DIN)
NYSE:DIN
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Dine Brands Global (DIN) AI Stock Analysis

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DIN

Dine Brands Global

(NYSE:DIN)

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Neutral 50 (OpenAI - 5.2)
Rating:50Neutral
Price Target:
$35.00
▲(2.67% Upside)
Action:Reiterated
Date:08/06/26
DIN’s score is held back primarily by weaker financial quality—thin current profitability, negative equity with meaningful debt, and a steep TTM free-cash-flow decline. Technicals are somewhat supportive with the stock above key longer-term moving averages and neutral momentum. Valuation is a headwind due to a high P/E, partially offset by a ~3% dividend. The latest earnings call adds modest support from maintained guidance and operational initiatives, but near-term cash flow and Applebee’s comp pressure temper the outlook.
Positive Factors
Franchise recurring royalties
A franchise-heavy model produces recurring royalty and fee income that is capital-light and less volatile than company-operated sales. Over a multi-month horizon this supports predictable cash generation tied to systemwide sales, enabling investment in brand initiatives and shareholder returns.
Negative Factors
Weak balance sheet
Negative equity plus meaningful debt reduces financial flexibility and raises refinancing risk in a cyclical consumer sector. This structural capital weakness constrains the company's ability to absorb downturns, invest opportunistically, or return capital without further deleveraging over the medium term.
Read all positive and negative factors
Positive Factors
Negative Factors
Franchise recurring royalties
A franchise-heavy model produces recurring royalty and fee income that is capital-light and less volatile than company-operated sales. Over a multi-month horizon this supports predictable cash generation tied to systemwide sales, enabling investment in brand initiatives and shareholder returns.
Read all positive factors

Dine Brands Global (DIN) vs. SPDR S&P 500 ETF (SPY)

Dine Brands Global Business Overview & Revenue Model

Company Description
Dine Brands Global, Inc., along with its associated entities, manages a portfolio of full-service dining establishments, utilizing various models including direct ownership, franchising agreements, operational oversight, and property leasing, both...
How the Company Makes Money
Dine Brands Global primarily makes money through a franchise-based model tied to Applebee’s and IHOP. 1) Franchise royalties: The company collects ongoing royalties from franchised restaurants, generally calculated as a percentage of franchisees’...

Dine Brands Global Earnings Call Summary

Earnings Call Date:Aug 05, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Nov 04, 2026
Earnings Call Sentiment Neutral
The call balanced meaningful operational progress and strategic momentum (IHOP outperformance, Applebee's remodel and off-premise strength, dual-brand rollouts, share repurchases and cost-savings) with notable near-term financial headwinds (sharp decline in adjusted free cash flow, elevated CapEx, increased G&A and commodity inflation, Applebee's same-store sales decline and company-owned portfolio drag). Management maintained full-year guidance and emphasized that many of the negatives are transitory investments to drive long-term growth, suggesting cautious optimism.
Positive Updates
Total Revenue Growth and Maintained Guidance
Total revenues increased 4.4% year-over-year to $240.9 million in Q2 2026 (vs. $230.8 million), and management is maintaining full-year financial guidance.
Negative Updates
Applebee's Same‑Restaurant Sales Decline
Applebee's domestic same-restaurant sales declined -1.8% in Q2 2026, with traffic down (challenging April comparison against a strong prior-year promotion cited as a driver).
Read all updates
Q2-2026 Updates
Negative
Total Revenue Growth and Maintained Guidance
Total revenues increased 4.4% year-over-year to $240.9 million in Q2 2026 (vs. $230.8 million), and management is maintaining full-year financial guidance.
Read all positive updates
Company Guidance
Management said they are maintaining full‑year financial guidance and expect to remain within the range (potentially toward the lower end) despite Q2 noise from company‑owned turnarounds and one‑time G&A items; Q2 metrics include adjusted EBITDA of $54.2M (vs. $56.2M LY), adjusted diluted EPS of $1.16 (vs. $1.17), total revenues up 4.4% to $240.9M, and Q2 CapEx of $23.2M (vs. $9.3M LY), while adjusted free cash flow was $3.7M for the first six months (vs. $48.7M LY) and unrestricted cash finished Q2 at $97.5M; supporting the outlook they noted actions reducing costs (>$12M of annualized savings), commodity guidance from CSCS at mid‑single digits for Applebee’s and low single digits for IHOP, ongoing remodel/dual‑brand investment (Applebee’s 66 remodels YTD, >100 planned; dual‑brand target 80 by year‑end with 45 open), and capital return activity (Q2 $9M returned — $7M buybacks, $2M dividends; YTD $29M repurchased, ~7% of shares; Board authorized up to $100M more).

Dine Brands Global Financial Statement Overview

Summary
Revenue is improving, but profitability has weakened sharply (TTM net margin ~2% versus high-single/low-double digits in prior years). The balance sheet is a major constraint with negative stockholders’ equity across periods and meaningful debt, raising financial risk. Operating cash flow remains positive, but free cash flow has deteriorated dramatically in the TTM period, reducing flexibility to support debt and shareholder returns.
Income Statement
46
Neutral
Balance Sheet
22
Negative
Cash Flow
35
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue899.84M879.30M812.31M831.07M909.40M896.17M
Gross Profit345.26M350.80M375.31M396.68M377.36M375.23M
EBITDA93.94M73.10M200.84M217.38M213.69M225.10M
Net Income6.69M17.10M64.89M97.18M81.11M97.86M
Balance Sheet
Total Assets1.77B1.74B1.79B1.74B1.88B2.00B
Cash, Cash Equivalents and Short-Term Investments97.50M128.20M186.70M146.03M269.65M361.41M
Total Debt1.69B1.60B1.60B1.59B1.74B1.77B
Total Liabilities2.06B2.01B2.01B1.99B2.18B2.24B
Stockholders Equity-292.00M-273.80M-216.02M-250.97M-301.08M-242.81M
Cash Flow
Free Cash Flow191.00K53.40M94.09M93.97M54.02M178.99M
Operating Cash Flow63.30M89.00M108.16M131.14M89.34M195.84M
Investing Cash Flow-43.12M-31.60M-8.45M-30.10M-80.90M3.86M
Financing Cash Flow-139.39M-104.30M-51.70M-225.44M-108.80M-230.40M

Dine Brands Global Technical Analysis

Technical Analysis Sentiment
Positive
Last Price34.09
Price Trends
50DMA
34.37
Positive
100DMA
31.20
Positive
200DMA
31.18
Positive
Market Momentum
MACD
0.42
Positive
RSI
58.14
Neutral
STOCH
81.75
Negative
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For DIN, the sentiment is Positive. The current price of 34.09 is below the 20-day moving average (MA) of 35.51, below the 50-day MA of 34.37, and above the 200-day MA of 31.18, indicating a bullish trend. The MACD of 0.42 indicates Positive momentum. The RSI at 58.14 is Neutral, neither overbought nor oversold. The STOCH value of 81.75 is Negative, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for DIN.

Dine Brands Global Risk Analysis

Dine Brands Global disclosed 43 risk factors in its most recent earnings report. Dine Brands Global reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Dine Brands Global Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
71
Outperform
$462.58M13.0911.68%4.40%39.48%
61
Neutral
$18.38B12.79-2.54%3.03%1.52%-15.83%
59
Neutral
$396.90M19.88-187.25%4.58%12.44%-15.97%
55
Neutral
$358.01M10.78-3.80%-20.21%
53
Neutral
$361.49M25.112.95%2.89%-58.76%
50
Neutral
$461.68M68.14-2.46%3.17%6.44%-82.92%
* Consumer Cyclical Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
DIN
Dine Brands Global
34.75
14.00
67.47%
JACK
Jack In The Box
18.76
-1.89
-9.15%
NATH
Nathan's Famous
96.80
-2.35
-2.37%
LOCO
El Pollo LoCo
15.45
4.93
46.86%
PTLO
Portillo's
5.03
-2.68
-34.74%

Dine Brands Global Corporate Events

Executive/Board Changes
Dine Brands Global Names Lawrence Kim Chief Commercial Officer
Positive
Jun 2, 2026
On June 1, 2026, Dine Brands Global, Inc. appointed Lawrence Y. Kim, already serving as President of the IHOP Business Unit, to the additional role of Chief Commercial Officer, consolidating a key commercial leadership position under an executive ...
Executive/Board ChangesShareholder Meetings
Dine Brands Shareholders Approve Directors and Governance Measures
Neutral
May 19, 2026
Dine Brands Global, Inc. held its 2026 Annual Meeting of Stockholders on May 14, 2026, where shareholders elected all nominated directors to one-year terms and ratified KPMG LLP as the independent auditor for the 2026 fiscal year. Investors also a...
Stock BuybackDividends
Dine Brands Announces Dividend and Expanded Share Repurchase Program
Positive
May 14, 2026
On May 14, 2026, Dine Brands Global, Inc. announced that its board declared a second-quarter 2026 cash dividend of $0.19 per share, payable July 10, 2026, to shareholders of record as of June 24, 2026. The move continues the company’s practi...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 06, 2026