Cannae Holdings, Inc. (CNNE) Stock

Cannae Holdings, Inc. (CNNE) is a Consumer Discretionary stock trading at $15.01 (as of 2026-08-20), with a market capitalization of $651.05M. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Cannae Holdings, Inc. is a principal investment firm that makes minority and majority investments. Its investments focus on areas including restaurants, technology-enabled healthcare services, and financial services.

Understand Cannae Holdings, Inc.: how it makes money

Cannae Holdings, Inc. is a principal investment firm that takes minority and majority stakes in restaurants, technology enabled healthcare services, financial services, and more, and it makes money through the operating performance and contracted revenues of those businesses.

Because Cannae owns operating businesses (including restaurants), its results are closely tied to measurable operating drivers such as 99 Restaurants same-store sales, and to contracted revenue visibility reflected in Alight future revenue under contract.

Revenue by segment (latest quarter)
Op Rev$0.1B

Business quality (Weak): Provided data highlights investment scope and several operating KPIs (same-store sales and Alight contract metrics), but it does not give a clean, mutually exclusive segment breakdown beyond an overall operating revenue figure.

Bull case

  • Contract visibility: The company tracks Alight Future Revenue Under Contract and also reports a high Alight Revenue Under Contract percentage (97 percent), which can help investors gauge near term revenue durability.
  • Multiple business areas: Cannae invests across restaurants, technology enabled healthcare services, and financial services, with both minority and majority stakes.

Bear case

  • Operating losses: For the latest period, operating margin is negative (-23.0 percent), indicating costs exceeded operating results.
  • Restaurant performance is a key swing factor: Restaurant outcomes appear to be monitored using same-store sales, guest counts, and average checks, so weakening consumer demand or unit economics in that portfolio could pressure results.
Valuation — source: SEC EDGAR (first-party)
Price$15.01
Market Cap$651.05M
Price / Book0.71
Price / Sales1.59
FCF Yield-8.3%
DCF Value (model)$9.03
DCF Upside vs Price-39.8%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$423.60M
Net Margin-121.2%
Revenue Growth (YoY)-7.3%
EPS Growth (YoY)-121.9%
FCF Growth (YoY)32.6%
Financial Health — source: SEC EDGAR
Altman Z-Score1.38 (distress)
Piotroski F-Score5/9 (moderate)
Valuation vs Sector & Industry
Sector P/E (Consumer Discretionary)20.5
Industry P/E (Restaurants, Hotels & Motels)26.6
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($66.68M)
Institutional Holders Tracked10
Company
SectorConsumer Discretionary
IndustryRestaurants, Hotels & Motels
CEORyan Richard Caswell
Employees7,317
CountryUS
IPO Date2017-11-20

Related Companies (Business model: Restaurant Operator / Franchisor; 8 closest by market cap; US-domiciled)

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CNNE earnings history · CNNE institutional & insider holders · CNNE KPIs & operating metrics · CNNE financials · CNNE investor presentations & press releases · CNNE SEC filings · CNNE peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-20.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.