CNNE · Cannae Holdings, Inc.
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| 9-Liter case equivalents aging in barrel | 126.7K | Twelve Months Ended March 31, 2026 | -12.4% |
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| Adjusted EBITDA non-GAAP | -$5.7M | twelve months ended June 30, 2026 | -131.5% |
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| Adjusted EBITDA (excluding player trading profit) non-GAAP | $45.6M | Twelve Months Ended March 31, 2026 | +122.4% |
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| Adjusted EBITDA from continuing operations non-GAAP | $92M | Q2 2026 | — |
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| Adjusted EBITDA margin non-GAAP | 18% | Q2 2026 | — |
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| BKFC units outstanding | 559.7M | Twelve Months Ended March 31, 2026 | -4.6% |
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| Cannae ownership of BKFC units | 248.9M | Twelve Months Ended March 31, 2026 | +0.0% |
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| Case sales volume, in 9-Liter case equivalents | 16K | Twelve Months Ended March 31, 2026 | +22.1% |
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| Change in Same Store Sales, Year-over-Year | -13.1% | 2nd Quarter 2026 | — |
| Free Cash Flow non-GAAP | $101M | Six Months Ended June 30, 2026 | — |
| JANA Partners Assets Under Management, end of period | 2B | Twelve Months Ended March 31, 2026 | -9.1% |
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| Adjusted EBITDA Margin from continuing operations non-GAAP | 19.5% | Three months ended March 31, 2026 | — |
| Cannae investment in Black Knight Football | $249M | As of May 8, 2026 | — |
| EBITDA | $136.1M | Twelve Months Ended December 31, 2025 | — |
| EBITDA from continuing operations | $102M | Three Months Ended March 31, 2026 | — |
| Free Cash Flow From Continuing Operations - adjusted non-GAAP | $53M | Three Months Ended March 31, 2026 | — |
| Recurring revenues | 93.3% | first quarter of 2026 | — |
| Recurring revenues percentage of total revenue | 93.3% | Three Months Ended March 31, 2026 | — |
| Share buyback authorization remaining | $216M | Three Months Ended March 31, 2026 | — |
| Stock buyback shares acquired | 3.4M | Q1 2026 (year-to-date through May 11, 2026) | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Restaurants — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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CNNE
this stock
Cannae Holdings, Inc.
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$672.30M | -1.5% | +3.4% | — | 9.0% |
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MCD
Mcdonalds Corp
|
$191.81B | -11.3% | +3.7% | 22.0 | 1.7% |
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SBUX
Starbucks Corp
|
$122.07B | +27.2% | +2.8% | 61.9 | 3.4% |
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CMG
Chipotle Mexican Grill Inc
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$46.69B | -0.3% | +5.4% | 33.9 | 3.1% |
|
YUM
Yum Brands Inc
|
$41.75B | +1.1% | +8.8% | 19.2 | 2.8% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CNNE | +6.0% | +5.2% | +27.7% | +6.5% | -1.5% |
| SPY | -1.4% | +3.6% | +11.6% | +2.5% | +12.3% |
| vs SPY | +7.3% | +1.6% | +16.1% | +4.0% | -13.8% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.