Del Taco Restaurants Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Del Taco Restaurants Inc (TACO) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Del Taco Restaurants Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 527M vs 967M combined for its competitors (35.3% combined share).
- Trending: Latest-quarter revenue run-rate is accelerating (+23.3% annualized vs trailing 12 months), vs decelerating (-8.6%) for its tracked peer group.
- Growth: Del Taco Restaurants Inc generated 3.7% revenue growth year over year in Q4 2021, vs 0.9% for its competitors combined.
- Profitability: Its 0.9% net margin compares with 3.4% for the peer group.
- Peer revenue share: Del Taco Restaurants Inc accounted for 42.4% of combined revenue among its tracked peer group, up from 41.7% a year earlier.
- Peer differentiation: Revenue per employee of $0.03M compares with $0.16M for the peer group (0.2x).
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
TACO Sales vs. its Competitors, Q4 2021
Del Taco Restaurants Inc reported revenue growth of 3.74 % year on year in Q4 2021, above its competitors' combined revenue growth of 0.89 %.
With a net margin of 0.90 %, Del Taco Restaurants Inc reported lower profitability than its competitors (3.36 %).
Del Taco Restaurants Inc generated 42.41 % of the combined sales of its peer group, up from 41.73 % a year earlier.
API endpoints for this dataset
Del Taco Restaurants Inc vs. its Competitors, Q4 2021
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Del Taco Restaurants Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Del Taco Restaurants Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Del Taco Restaurants Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (1) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (5) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Del Taco Restaurants Inc's competitor groups requires a Commercial License.
For context: the Restaurants industry grew revenue 6.8% year over year, combined, vs 3.7% for Del Taco Restaurants Inc. Del Taco Restaurants Inc's share of combined industry revenue moved from 0.23% to 0.23%, a loss of 0.01 percentage points.
Del Taco Restaurants Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Del Taco Restaurants Inc | Yes | Yes | Yes | No |
| Competitors combined (2) | ||||
| High-Confidence Competitors (1) | - | - | ||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 75.00 % (6 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
TACO Stock Performance relative to its Competitors
TACO Stock Performance relative to High-Confidence Competitors
TACO Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | El Pollo Loco Holdings Inc | 282.9% | Outperformed |
| 2 | Good Times Restaurants Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Del Taco Restaurants Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Publicly Traded Peers of Del Taco Restaurants Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
 Del Taco Restaurants Inc |
384.38 | 527.36 |
 El Pollo Loco Holdings Inc |
462.89 | 833.75 |
 Good Times Restaurants Inc |
13.31 | 133.02 |
| SUBTOTAL | 860.59 | 1,494.12 |
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Del Taco Restaurants Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Del Taco Restaurants Inc's Competitors Named by the Company
Competitive relationships identified from Del Taco Restaurants Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Jack In The Box Inc | Company report | 85% |
| El Pollo Loco Holdings Inc | Company report | 85% |
| Good Times Restaurants Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Del Taco Restaurants Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Del Taco Restaurants Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| El Pollo Loco Holdings Inc | Single reportable segment 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Del Taco Restaurants Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Del Taco Restaurants Inc | 384 | 32,960 | 870 |
| El Pollo Loco Holdings Inc | 463 | 206,679 | 7,229 |
| Good Times Restaurants Inc | 13 | 64,014 | 557 |
| PEERS TOTAL | 476 | 158,175 | 4,961 |
Del Taco Restaurants Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 53 companies in Del Taco Restaurants Inc's industry classification, broader than the peer set above. Market cap in millions of $.Del Taco Restaurants Inc ranks #0 of 53 companies by market capitalization in its industry, holding 0.00 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 1,618, indicating a moderately concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Mcdonald s Corporation | 199,812 | 30.39 % |
| 2 | Starbucks Corporation | 124,011 | 18.86 % |
| 3 | Luckin Coffee Inc | 88,294 | 13.43 % |
| 4 | Chipotle Mexican Grill Inc | 45,592 | 6.93 % |
| 5 | Yum Brands Inc | 1,234 | 5.2% |
| 6 | Restaurant Brands International Inc | 1,234 | 5.2% |
| 7 | Darden Restaurants Inc | 1,234 | 5.2% |
| 8 | Yum China Holdings Inc | 1,234 | 5.2% |
| 9 | Aramark | 1,234 | 5.2% |
| 10 | Texas Roadhouse inc | 1,234 | 5.2% |
| 0 | Del Taco Restaurants Inc | 384 | 0.00 % |
Market cap and industry share for the rest of Del Taco Restaurants Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-06-26.
Del Taco Restaurants Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Restaurants industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (106 companies). See the full Restaurants industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 98.64 % | 35.29 % (avg) | +63.3 pp |
| Operating Margin | -42.11 % | industry median | -38.4 pp |
| EBITDA Margin | -36.65 % | 6.47 % (avg) | -43.1 pp |
| Capital Intensity (Capex / Revenue) | 6.84 % | 6.65 % (avg) | +0.2 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Del Taco Restaurants Inc's Strategic Group Map
Del Taco Restaurants Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Del Taco Restaurants Inc's trailing-12-month revenue growth of 7.2% and operating margin of 2.3% compares with an average of 6.5% growth and 1.8% margin across its 8 closest peers by combined growth, margin and ROIC -- Del Taco Restaurants Inc sits above that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Del Taco Restaurants Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Moderate | Industry HHI of 1,618 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | Moderate, in line with the industry | Capital intensity (capex / revenue) of 6.84 % vs industry average 6.65 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Del Taco Restaurants Inc's dedicated Suppliers and Customers pages, not here.
Del Taco Restaurants Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Del Taco Restaurants Inc falls in the Low attractiveness / Low strength cell: Harvest / Divest.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Del Taco Restaurants Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Latest-quarter revenue run-rate is accelerating (+23.3% annualized vs trailing 12 months).
Weaknesses
- Operating margin 38.4 points below the industry median.
- Return on equity 750.8 points below the industry aggregate.
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
- Tracked peer group's revenue run-rate is broadly decelerating (-8.6% annualized).
Methodology: see Methodology: SWOT Analysis.
Del Taco Restaurants Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Del Taco Restaurants Inc | 0.06 | 0.20 | - |
| El Pollo Loco Holdings Inc | 0.10 | 0.35 | 0.20 |
| Good Times Restaurants Inc | 0.05 | 0.40 | 0.04 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Del Taco Restaurants Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Del Taco Restaurants Inc | Q4 2021 | +3.7 % | -80.6 % |
| El Pollo Loco Holdings Inc | Q1 2026 | +4.9 % | +48.8 % |
| Good Times Restaurants Inc | Q2 2026 | -3.2 % | +1,023.6 % |
| PEERS TOTAL | +3.7 % | -12.1 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Del Taco Restaurants Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Del Taco Restaurants Inc | Q4 2021 | -16.5 % | +54.1 % |
| El Pollo Loco Holdings Inc | Q1 2026 | - | +202.4 % |
| Good Times Restaurants Inc | Q2 2026 | -9.9 % | -70.8 % |
Del Taco Restaurants Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Del Taco Restaurants Inc | 1.88% | 2.14% | 6.49% |
| El Pollo Loco Holdings Inc | 4.83% | 4.12% | 10.14% |
| Good Times Restaurants Inc | 1.41% | 2.63% | 3.36% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Del Taco Restaurants Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Del Taco Restaurants Inc | 71.49 | 0.73 |
| El Pollo Loco Holdings Inc | 15.86 | 0.56 |
| Good Times Restaurants Inc | - | 0.10 |
| PEERS AVERAGE | 19.45 | 0.58 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.