Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
CNNE
HoldHot AirCannae Holdings, Inc. · Consumer Cyclical · United States · $678M · Avg Vol: $7M/d
COMPANY DESCRIPTION
Cannae Holdings, Inc. is a diversified holding company that actively manages and invests in a portfolio of businesses across the restaurant, financial services, and technology sectors. The company's competitive advantage is its experienced management team, led by Bill Foley, which employs a hands-on operational approach to unlock value in underperforming assets. It operates as a strategic investment vehicle focused on long-term capital appreciation.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 662.1M | 570.0M | 452.5M | 423.6M | -13.8% | 408.6M | 389.0M | 392.4M | -3.8% |
| EPS | -5.25 | -4.18 | -4.73 | -9.08 | — | -2.93 | — | — | — |
| Shares | 76.3M | 70.4M | 62.8M | 46.7M | -38.8% | 43.4M | — | — | — |
| Debt | 300.0M | 274.2M | 330.1M | 209.0M | -11.4% | 199.7M | — | — | — |
| Equity | 2.7B | 2.3B | 1.8B | 1.0B | -27.8% | — | — | — | — |
| Op CF | -205.1M | -87.8M | -90.1M | -18.1M | — | -32.0M | — | — | — |
| Inv CF | 521.2M | 53.1M | 298.3M | 518.1M | — | — | — | — | — |
| Fin CF | -154.2M | -106.8M | -182.9M | -449.5M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of CNNE are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| CNNE | Cannae Holdings, Inc.(you) | $678M | 36 | Hold |
| PZZA | Papa John's International, Inc. | $781M | 29 | Sell |
| BH | Biglari Holdings Inc. | $1.2B | 37 | Hold |
| DIN | Dine Brands Global, Inc. | $425M | 32 | Sell |
| JACK | Jack in the Box Inc. | $311M | 29 | Sell |
| CBRL | Cracker Barrel Old Country Store, Inc. | $1.2B | 49 | Hold |
| FWRG | First Watch Restaurant Group, Inc. | $772M | 9 | Strong Sell |
| SG | Sweetgreen, Inc. | $830M | 10 | Strong Sell |
| WEN | The Wendy's Company | $1.6B | 50 | Hold |
| RRGB | Red Robin Gourmet Burgers, Inc. | $176M | 41 | Hold |
Peer medians: ROE 8.4% · P/E 19.7x · Gross margin 36.7%