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 Chipotle Mexican Grill Inc.CMG US · Consumer Discretionary · USD Current price$33.14as of Sep 22, 2026 Summary
Analyst consensusStrong Buy 4Buy 20Hold 1232 analysts 3-year price (USD)Factor profileMulti-factor score 57 / 100 Market data
Business descriptionChipotle Mexican Grill Inc. (CMG) operates over 2,400 fast-casual Mexican restaurants, primarily in the United States with additional locations in Canada and Europe. Known for its "Food with Integrity" sourcing philosophy, Chipotle is a leading pioneer in the fast-casual dining industry. Competitive moatChipotle relies on powerful brand equity, high throughput performance, and pricing power that enables it to offset localized inflation. Its direct digital ordering ecosystem and loyalty program act as structural customer acquisition tools. Recent developments
Investment risks / red flags
Financials
Classification
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Last updated: Aug 10, 2026
Current price: $33.14 · Sep 22, 2026· USD
CFRA Ratingbuy
TBI Multi Score57
Theme Exposure
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Factor Profile (Spider Chart)
TBI ModelPrice Chart (TradingView)
Symbol: CMGBusiness description
Chipotle Mexican Grill Inc. (CMG) operates over 2,400 fast-casual Mexican restaurants, primarily in the United States with additional locations in Canada and Europe. Known for its "Food with Integrity" sourcing philosophy, Chipotle is a leading pioneer in the fast-casual dining industry.
Competitive moat
Chipotle relies on powerful brand equity, high throughput performance, and pricing power that enables it to offset localized inflation. Its direct digital ordering ecosystem and loyalty program act as structural customer acquisition tools.
Recent developments
- Transaction Recovery: Transaction growth has returned, but overall operating margins remain under localized cost pressures.
- Upgrades: Upgraded to Buy by Argus on May 5, 2026, with a target of $40, and received positive price appreciation following a JPMorgan upgrade on June 5, 2026.
Investment risks / red flags
- Traffic and Traffic Moderation: General traffic deceleration in the large-cap restaurant sector represents an industry-wide headwind.
- Margin Pressures: Elevated labor costs and commodity inflation continue to challenge restaurant-level operating margins.
Market Data
Source: mkts.io · Sep 22, 2026, 12:00 UTC
Key Metrics
P/E (TTM)30.69
P/E (Fwd)24.19
Beta0.94
52W High$42.82
52W Low$28.04
Analyst Consensus
4
20
12
Strong Buy4Buy20Hold1232 analysts
Consensus Target$43.86
+32.3% upside
Calendar Events
Next EarningsOct 28, 2026
Financials
Revenue$12.42B
Rev Growth9.30%
Earnings Growth-1.30%
Gross Margin39.36%
Op Margin16.11%
Profit Margin11.43%
EBITDA$2.28B
ROA13.08%
ROE49.56%
Rev/Share$9.51
Total Cash$677.86M
Total Debt$5.42B
D/E Ratio246.35
Free Cash Flow$1.12B
Op Cash Flow$2.33B
Current Ratio0.71
Forward Estimates
| Period | EPS Est | Rev Est |
|---|---|---|
| 0q | 0.29 | $3.28B |
| +1q | 0.28 | $3.31B |
| 0y | 1.15 | $13.03B |
| +1y | 1.37 | $14.44B |
Earnings
Quarterly EPS
3Q2025
Est: 0.290.29Beat
4Q2025
Est: 0.240.25Beat
1Q2026
Est: 0.240.24Beat
2Q2026
Est: 0.320.33Beat
Annual
2022
Rev $8.63BEarn $899.10M
2023
Rev $9.87BEarn $1.23B
2024
Rev $11.31BEarn $1.53B
2025
Rev $11.93BEarn $1.54B
Rating Changes
| Date | Firm | Action | To |
|---|---|---|---|
| Sep 16, 2026 | Seaport Global | init | Neutral |
| Sep 1, 2026 | Mizuho | reit | Outperform |
| Sep 1, 2026 | B of A Securities | main | Buy |
| Aug 24, 2026 | Baird | down | Neutral |
| Aug 5, 2026 | BTIG | reit | Buy |
| Aug 4, 2026 | Argus Research | main | Buy |