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← CockpitCompetitor Analysis › CNNE Cannae Holdings, Inc.Open in the cockpit ↗

Cannae Holdings, Inc.CNNECompetitor analysis, valuation and peers

United States · USD·Consumer Discretionary›Restaurants
Momentum leader 89
Mkt cap
$700M
US dollars, full cap
Free float
83%
of shares outstanding
$/day
$7.88M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
-15.3 pp
WACC 9.7%
Hurdle
n/a
no reverse DCF
Next earnings
3 days
9 Nov 2026
Close · USD$17.69
1D-0.8%
1W+3.2%
1M+11.3%
3M+20.8%
6M+24.7%
YTD+12.5%
1Y-0.6%
ATR %2.6%
Beta0.75
52w lowhigh4.2% off high

What Cannae does

Employees: 6,602

Cannae at a glance

Size Cannae (CNNE) is a United States Consumer Discretionary company (Restaurants) with a market value of $700M, the 2481st largest of 3,117 United States companies the cockpit tracks. Shares closed at $17.69 on 6 Nov 2026.

Performance Over six months the shares gained 24.7%, against +6.5% for the median peer and -1.1% for the United States market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue fell 6.5% over the last twelve months (peer median +10.0%); the operating margin is -17.3% (peer median 6.9%).

Valuation It trades at 1.9× enterprise value to sales against a peer median of 1.3× (7th most expensive of 21).

Capital Return on invested capital runs 15.3 points below its cost of capital (9.7% WACC).

Short interest Short interest is 7.3% of the free float (15 Oct 2026).

Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).

Relative performance

10012011 May 202611 Aug 20266 Nov 2026CNNE 128Peer median 108
Six months, rebased to 100: Cannae against the median of its 20 peers (local-currency closes).

Cannae financials

Reported figures in USD; fiscal year ends 2025-12-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue$409M$424M$452M$570M$662M
Revenue growth—-6%-21%-14%—
Gross profit$52.4M$53.7M$68.0M$76.1M$67.9M
EBITDA-$45.6M-$79.1M-$74.9M-$80.6M-$100M
Net income-$145M-$415M-$282M-$313M-$428M
Free cash flow-$34.6M-$16.9M-$78.3M-$45.1M-$212M
Capital expenditure$11.4M$10.4M$7.00M$10.0M$14.3M
Total debt$200M$209M$330M$261M$271M

Quarterly statements and history in the cockpit →

Cannae competitor charts

The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.

Performance: 6-month against 1-month return

-40%-20%0%+20%+40%-10%0%+10%+20%3399SAPPHIRE9887RBAPZZA7611CKFAW25899658FWRGMTYBLMN81532695FSTA3543817930912727CNNE6-month return →1-month return →
Up and to the right = strong over both horizons. Cannae is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%1×2×3399SAPPHIRE9887RBAPZZA7611CKFAW25899658FWRGMTYBLMN81532695FSTA354381792727CNNERevenue growth (TTM) →EV / Sales →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Cannae is the large dot.

Cannae competitors and peer comparison

How Cannae compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Cannae against its 20 peers (data as of 6 Nov 2026)
MeasureCNNEPeer medianRank in peer set
1-month return+11.3%+6.3%9th highest of 21
6-month return+24.7%+6.5%5th highest of 21
Distance from 52-week high-4.2%-16.1%2nd highest of 21
Revenue growth (TTM)-6.5%+10.0%lowest of 21
Operating margin-17.3%6.9%lowest of 21
EV / Sales1.9×1.3×7th most expensive of 21
ROIC minus cost of capital-15.3 pp+1.1 pplowest of 20

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Cannae CNNEUnited States$700M+25%-7%-17%1.9×n/an/a
Maruchiyo Yamaokaya 3399.TJapan$710M+82%+19%11%2.3×3.5%+24.7%
Sapphire Foods India SAPPHIRE.NSIndia$715M+12%+13%4%2.4×46.7%+25.1%
Matsuya Foods 9887.TJapan$733M+7%+18%4%0.8×n/an/a
Restaurant Brands Asia RBA.NSIndia$668M+31%+16%0%2.4×n/an/a
Papa John's International PZZAUnited States$650M-37%-6%5%0.8×4.8%+2.5%
Hiday Hidaka 7611.TJapan$760M+11%+10%11%1.6×-3.3%+16.1%
Collins Foods CKF.AXAustralia$762M+15%+5%8%1.2×1.4%+8.4%
A&W Food Services of Canada AW.TOCanada$625M0%+3%30%5.9×2.6%-0.6%
Auntea Jenny (Shanghai) Industrial 2589.HKHong Kong$784M-61%+36%15%0.7×-7.1%+23.7%
Super Hi International 9658.HKHong Kong$619M-23%+11%6%0.7×-1.7%+30.7%
First Watch Restaurant FWRGUnited States$794M+6%+16%3%1.4×n/an/a
MTY Food MTY.TOCanada$600M-6%-4%16%1.6×-3.8%+18.4%
Bloomin' Brands BLMNUnited States$835M+23%-2%3%0.7×10.6%+4.5%
Mos Food Services 8153.TJapan$845M+10%+6%5%1.1×2.2%+7.4%
Kura Sushi 2695.TJapan$848M-2%+4%1%0.7×21.5%+12.5%
Fuller, Smith & Turner P.L.C FSTA.LUnited Kingdom$576M+29%+6%12%1.6×8.0%+40.3%
KOMEDA 3543.TJapan$859M-4%+13%17%2.8×-0.7%+14.7%
Royal 8179.TJapan$887M+5%+7%5%1.0×5.7%+14.4%
Bronco Billy 3091.TJapan$551M+41%+14%12%2.3×1.5%+11.8%
Wowprime 2727.TWTaiwan$550M-1%+10%8%0.7×-11.9%+9.0%

Questions

Which companies are Cannae's closest peers?
The cockpit's peer set: Maruchiyo Yamaokaya (3399.T), Sapphire Foods India (SAPPHIRE.NS), Matsuya Foods (9887.T), Restaurant Brands Asia (RBA.NS), Papa John's International (PZZA), Hiday Hidaka (7611.T), Collins Foods (CKF.AX), A&W Food Services of Canada (AW.TO).
Is Cannae expensive compared with its peers?
On ev / sales it trades at 1.9× against a peer median of 1.3×, 7th most expensive of 21 in its peer set.
How has Cannae stock performed?
Over six months to 6 Nov 2026 the shares returned +24.7% against +6.5% for the median peer; over one year -0.6%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.