ThryvEl Pollo Loco

Thryv vs El Pollo Loco

This page compares Thryv Holdings Inc and El Pollo Loco Holdings, Inc, examining their business models, financial performance, and market context in a neutral, accessible way. It presents high level i...

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Investment Analysis

Thryv

Thryv

THRY

Pros

  • Thryv has a leading small business marketing and sales software platform with expected organic growth close to 20% in its SaaS segment.
  • The company shows solid free cash flow generation and has a relatively low forward price-to-sales ratio of 0.74.
  • High institutional ownership at over 95% indicates strong interest and confidence from large investors.

Considerations

  • Recent earnings per share missed analyst estimates significantly, with $0.13 reported versus $0.43 expected.
  • Thryv's stock price has experienced considerable volatility, with shares outstanding increasing over 16% in the past year, potentially diluting value.
  • The company carries a moderate debt-to-equity ratio of 1.17, which may pose financial risk in volatile markets.
El Pollo Loco

Pros

  • El Pollo Loco operates and franchises hundreds of fast-casual chicken restaurants across the U.S., providing a strong market footprint.
  • The company reported a net income of $7.4 million in Q3 2025, indicating profitability in a competitive sector.
  • Recent stock price declines have created a margin of safety of over 25%, potentially offering a lower-risk entry point.

Considerations

  • El Pollo Loco faces near-term headwinds due to high exposure to the California market and weak performance in the Mexican quick-service restaurant segment.
  • The fast-casual segment is being outperformed by casual dining which could pressure growth and traffic levels for the company.
  • Declining customer traffic and rising menu prices may limit margin expansion despite value promotions.

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