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Brinker International, Inc.

Consumer Cyclical Updated August 11, 2026
$221.46
52W $100.30 – $232.47
63/100
$9.49B
21.1
1.25
AI Committee Verdict
Buy
63/100
Conviction: Contested · 67% agreement · 6 analysts
Contested

Is EAT Bullish or Bearish?

Bullish. Innellis AI committee rates Brinker International, Inc. (EAT) Buy with a composite score of 63/100 , based on 6 analysts with 67% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.93 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.07 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Growth Analyst sees a compelling case — revenue growing 104.4% yoy -- genuine top-line momentum. Risk Analyst remains cautious — current ratio of 0.31 is tight -- limited short-term liquidity cushion. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • ROE of 123.4% shows genuine earnings power backing the valuation — Value
  • Revenue growing 104.4% YoY -- genuine top-line momentum — Growth
  • EPS growing 99.3% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
  • Price-to-book of 21.2x prices in significant intangible value — Value
  • Price structure (LH_LL) contradicts the uptrend -- mixed signals — Technical
  • Weekly RSI at 83 -- overbought on the larger timeframe too — Technical
  • Current ratio of 0.31 is tight -- limited short-term liquidity cushion — Risk
  • Bollinger bandwidth of 33.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
63/100
Agreement
67%
Analysts
6
Conviction
Contested
Sector Rank
Top 29%
of 178 Consumer Cyclical peers
Value Analyst neutral
55 / 100 · Moderate confidence
Fair value -- neither a bargain nor obviously overpriced
+ ROE of 123.4% shows genuine earnings power backing the valuation
− Price-to-book of 21.2x prices in significant intangible value
Growth Analyst bullish
85 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ Revenue growing 104.4% YoY -- genuine top-line momentum
Technical Analyst bullish
63 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− Price structure (LH_LL) contradicts the uptrend -- mixed signals
Risk Analyst bearish
35 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Current ratio of 0.31 is tight -- limited short-term liquidity cushion
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
63 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.17 across 6 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
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Technical Analysis

RSI (14)
62.9
Neutral
MACD Histogram
0.964
Bullish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Lh Ll
Bollinger %B
0.75
Inside Bands
Price vs Moving Averages
EMA 9
$219.26 Above
EMA 21
$206.59 Above
EMA 50
$186.62 Above
EMA 200
$161.09 Above

Fundamental Analysis

Valuation
58
Profitability
76
Financial Health
0
Cash Flow
70
Valuation
P/E Ratio 21.1×
P/B Ratio 23.56×
PEG Ratio 0.53
Dividend Yield 0.00%
52W High $232.47
52W Low $100.30
Quality & Growth
ROE 10328.9%
ROA 1430.2%
Gross Margin 4603.8%
Operating Margin 1042.5%
Revenue Growth YoY
Debt / Equity 4.31
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 21.1 (inexpensive relative to a 15-40x range); Price-to-book of 23.6x; PEG ratio of 0.5 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 103.3%; Return on assets of 14.3%; Net margin of 8.1%; Gross margin of 46.0%; Current ratio of 0.40 (tight short-term liquidity); Debt-to-equity of 4.31; Free cash flow per share is positive (11.68); Earnings-history trend unavailable; growth based on TTM year-over-year only.
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