CNNE
Consumer CyclicalCannae Holdings, Inc. · Restaurants · $730M
What is Cannae Holdings, Inc.?
Cannae Holdings is a Las Vegas-based principal investment firm that deploys capital across restaurants, technology-enabled healthcare services, and financial services. It holds both minority and majority stakes in its portfolio companies.
Rather than operating businesses directly, Cannae Holdings acts as an active investor — acquiring stakes in companies across several industries and working to grow their value over time. Revenue and returns flow from the performance of these portfolio holdings. The firm's diversified approach spans consumer-facing restaurant brands, healthcare technology platforms, and financial services businesses.
Cannae Holdings was established in 2017 and is headquartered in Las Vegas, Nevada.
- Restaurant sector investments
- Technology-enabled healthcare services stakes
- Financial services portfolio holdings
- Minority and majority equity positions
Is CNNE a Good Stock to Buy?
UQS Score rates CNNE as Poor overall, reflecting broad weakness across most of the five scoring pillars.
Among the five pillars, Risk stands out as the relative bright spot, suggesting the firm's balance sheet and financial stability are better positioned than its other fundamentals might imply.
Quality, Moat, and Growth all register as Weak, indicating limited competitive advantages and subdued fundamental momentum. Valuation is rated Elevated, meaning the current price does not appear to offer a clear margin of safety.
See the exact pillar breakdown and full financial metrics by signing up for a UQS Pro account. Sign up free →
Past performance does not guarantee future results. UQS Score is based on fundamental data and is not a buy/sell recommendation.
Does CNNE pay dividends?
Yes — Cannae Holdings, Inc. pays a dividend.
Cannae Holdings does pay a regular dividend, which is relatively uncommon among investment holding firms of its size. Income-focused investors may find this noteworthy, though the dividend should be weighed against the firm's overall Poor UQS Score and Elevated Valuation rating before drawing conclusions.
When does CNNE report earnings?
Cannae Holdings reports earnings on a quarterly cadence, typical for US-listed equities.
As a principal investment firm, quarterly results tend to reflect the aggregate performance of portfolio holdings rather than direct operating revenues. This can introduce variability from period to period depending on how underlying investments are performing.
For the most recent quarter's results, see Cannae Holdings' investor relations page.
CNNE Price History
-61.8% over 5Y
Monthly close, adjusted for stock splits and dividend reinvestment.
What if I invested in Cannae Holdings, Inc.?
Based on Cannae Holdings, Inc.'s historical closing prices, adjusted for stock splits and dividend reinvestment. Past performance does not guarantee future results. This is for informational purposes only and is not financial advice.
CNNE Long-term Outlook
With Growth and Quality both rated Weak, the near-term fundamental outlook for CNNE appears muted. The firm's ability to generate meaningful value will depend heavily on the performance of its portfolio companies across restaurants, healthcare technology, and financial services. The Good Risk rating provides some stability, but the Elevated Valuation label suggests limited upside cushion at current levels.
Growth drivers
- Portfolio company performance improvements across restaurant and healthcare holdings
- Potential new majority or minority stake acquisitions in growing sectors
- Value realization events such as portfolio company exits or IPOs
Key risks
- Weak Moat rating signals limited durable competitive advantages at the holding-firm level
- Elevated Valuation leaves little room for error if portfolio performance disappoints
- Concentration risk across a relatively small number of portfolio sectors
CNNE vs Peers
Cannae Holdings is classified in the Consumer Cyclical sector, placing it alongside restaurant-focused operators for comparison purposes.
Cracker Barrel is a direct restaurant and retail operator with established brand recognition, contrasting with Cannae's investment-holding model.
Kura Sushi operates a technology-driven conveyor-belt sushi concept, representing a growth-oriented restaurant operator rather than a diversified investment firm.
First Watch focuses on daytime dining with an expanding footprint, offering a pure-play restaurant growth story distinct from Cannae's multi-sector investment approach.
Frequently Asked Questions
What does Cannae Holdings do?
Cannae Holdings is a principal investment firm that takes minority and majority stakes in companies across restaurants, technology-enabled healthcare services, and financial services. Rather than running these businesses directly, it acts as an active investor seeking to grow portfolio value over time.
Does CNNE pay dividends?
Yes, Cannae Holdings pays a regular dividend. This is relatively uncommon for a small-cap investment holding firm. Investors should review the current dividend details on the company's investor relations page for the latest payout information.
When does CNNE report earnings?
Cannae Holdings reports on a quarterly cadence, standard for US-listed companies. Because results reflect portfolio holding performance, they can vary meaningfully quarter to quarter. Check the company's investor relations page for the current reporting schedule.
Is CNNE a good stock to buy?
UQS Score rates CNNE as Poor, with Weak readings across Quality, Moat, and Growth pillars, and an Elevated Valuation. The Risk pillar is the relative standout. Investors should review the full pillar breakdown available to UQS Pro members before drawing conclusions.
Is CNNE overvalued?
The UQS Valuation pillar for CNNE is rated Elevated, suggesting the current market price does not offer a clear margin of safety relative to the firm's fundamentals. Full valuation metrics are available to UQS Pro members.
How does CNNE compare to its competitors?
Unlike direct restaurant operators such as Cracker Barrel or First Watch, Cannae Holdings functions as an investment holding firm. This means its performance is driven by portfolio company results rather than same-store sales or restaurant-level margins.
What is CNNE's market cap bracket?
Cannae Holdings is classified as a small-cap company. Small-cap firms can offer growth potential but often carry higher volatility and liquidity risk compared to large- or mega-cap peers.
Who founded Cannae Holdings?
Cannae Holdings was formed in 2017. Information about its founding leadership is publicly available through the company's official filings and investor relations materials.
Is CNNE a long-term quality investment?
As a long-term quality indicator, CNNE's Poor UQS Score — driven by Weak Quality, Moat, and Growth ratings — raises meaningful questions about durable value creation. The Good Risk rating provides some reassurance, but the overall profile warrants careful review before a long-term commitment.
What is the main competitive advantage of Cannae Holdings?
Cannae Holdings' Moat pillar is rated Weak, indicating limited identifiable competitive advantages at the holding-firm level. Its edge, if any, lies in deal sourcing and portfolio management expertise rather than a structural business moat.
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Pro Analysis
CNNE — Score History
| Date | UQS | Quality | Moat | Growth | Risk | Value | Change |
|---|---|---|---|---|---|---|---|
| May 18, 2026 | 14.8 | 1.7 | 8.0 | 7.0 | 73.3 | 0.0 | 0.0 |
| May 14, 2026 | 14.8 | 1.7 | 8.0 | 7.2 | 73.3 | 0.0 | -0.2 |
| May 11, 2026 | 15.0 | 1.7 | 8.0 | 7.8 | 73.3 | 0.0 | +0.4 |
| May 10, 2026 | 14.6 | 0.0 | 8.0 | 7.8 | 73.3 | 0.0 | +1.6 |
| May 9, 2026 | 13.0 | 0.0 | 8.0 | 0.0 | 73.3 | 0.0 | -2.0 |
| Apr 24, 2026 | 15.0 | 1.7 | 8.0 | 7.8 | 73.3 | 0.0 | +0.1 |
| Apr 2, 2026 | 14.9 | 1.7 | 8.0 | 7.2 | 73.3 | 0.0 | — |
CNNE — Pillar Breakdown
Quality
— 1.7/100 (25%)Cannae Holdings, Inc. currently shows below-average quality metrics, suggesting challenges with profitability.
How effectively capital is deployed to generate returns.
Profitability relative to shareholders' equity.
Ability to convert revenue into operating profit.
Bottom-line profit as a share of revenue.
Asset productivity — how much gross profit each dollar of assets generates.
Free cash flow relative to market value.
Growth
— 7.0/100 (20%)Cannae Holdings, Inc. faces growth headwinds with declining or stagnant revenue trends.
Revenue trajectory over the last twelve months.
Compound annual revenue growth rate over 3 years.
Year-over-year earnings per share growth.
Analyst consensus for future revenue growth.
Risk
— 73.3/100 (15%)Cannae Holdings, Inc. maintains a reasonable risk profile with manageable debt levels.
Debt levels relative to earnings capacity.
Total debt relative to shareholder equity.
Short-term liquidity — ability to pay near-term obligations.
Earnings capacity relative to interest payments.
Valuation
— 0.0/100 (15%)Cannae Holdings, Inc. appears expensively valued relative to its fundamentals and growth prospects.
Moat
— 8/100 (25%)Cannae Holdings, Inc. operates in a highly competitive environment with limited sustainable advantages. The Moat pillar evaluates competitive advantages across five dimensions: Switching Costs, Network Effects, Cost Advantage, Intangible Assets, and Scale & Ecosystem. Sign in to customize moat ratings for CNNE.
Score Composition
Financial Data
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How is the CNNE UQS Score Calculated?
The UQS (Unified Quality Score) for Cannae Holdings, Inc. is calculated using a proprietary 6-pillar framework with 29 financial metrics. Each pillar evaluates a different dimension on a 0–100 scale, then combines into a single weighted score. Scoring thresholds are calibrated per sector. Momentum is an optional Pro toggle — without it, you get the 5-pillar / 25-metric core shown below.
Quality (25%) measures profitability and capital efficiency — ROIC, ROE, margins, GP/Assets, and FCF Yield.
Moat (25%) assesses Cannae Holdings, Inc.'s competitive advantages across switching costs, network effects, cost advantages, intangible assets, and ecosystem scale.
Growth (20%) tracks revenue trajectory and earnings momentum, combining historical results with analyst forward estimates.
Risk (15%) is inversely scored — lower leverage and strong balance sheet health result in higher scores.
Valuation (15%) measures whether Cannae Holdings, Inc. is fairly priced using earnings yield, price-to-FCF, PEG ratio, and EV/EBITDA relative to sector peers.
Six investor-inspired presets are available, each with different pillar weights: Balanced, Buffett, Munger, Lynch, Cathie Wood, and Graham. The public score shown here uses the Balanced preset. Learn more in our FAQ.