Added to YB: 2025-06-24
Pitch date: 2025-06-21
CMG [neutral]
Chipotle Mexican Grill, Inc.
-31.52%
current return
Author Info
No bio for this author
Company Info
Chipotle Mexican Grill, Inc., together with its subsidiaries, owns and operates Chipotle Mexican Grill restaurants.
Market Cap
$45.1B
Pitch Price
$52.77
Price Target
65.00 (+80%)
Dividend
N/A
EV/EBITDA
16.29
P/E
30.24
EV/Sales
4.13
Sector
Hotels, Restaurants and Leisure
Category
growth
Chipotle Is a Best-in-Class Compounder With a Bright Future (Deep Dive)
CMG (wait for entry under $47): $65 target. Fast-casual leader with best-in-class unit economics (80% cash-on-cash returns vs 25-40% peers). 21% ROIC, 40% ROE, zero debt. Near-term challenges: Q1 comps -0.4%, tariffs hurting margins. 7,000 US/Canada store target (2x current) plus Mexico/Middle East expansion. 8% CAGR through 2027 at 38x P/E. Wait for <$47 entry.
Read full article (17 min)