Chipotle Mexican Grill Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Chipotle Mexican Grill wird ein jährliches Gewinn- und Umsatzwachstum von 12.6% bzw. 9.4% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 14.9% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 63.6% betragen.
Wichtige Informationen
12.6%
Wachstumsrate der Gewinne
14.88%
EPS-Wachstumsrate
| Hospitality Gewinnwachstum | 17.8% |
| Wachstumsrate der Einnahmen | 9.4% |
| Zukünftige Eigenkapitalrendite | 63.56% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 05 Aug 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Recent updates
Seeking Alpha • Aug 06
Chipotle: One Good Quarter Doesn't Reset The Risk Profile
Summary Chipotle delivered a Q2 beat with comp sales rebounding to 2.2% growth, driven by new menu items and a revamped rewards program. Despite revenue and comp growth, CMG's net income and EPS declined due to rising food and labor costs, compressing restaurant-level margins. I maintain a "Sell" rating, citing unsustainable valuation at over 20x P/E and ongoing EPS compression despite recent operational improvements. Competitive pressures and inflationary headwinds challenge CMG's ability to sustain comp growth and justify its premium multiple. Read the full article on Seeking Alpha
Narrative-Update • Aug 03
CMG: International Expansion And New Units Will Support Higher Future P E
The analyst price target for Chipotle Mexican Grill has moved modestly higher to $43.92 from $42.88, reflecting updated models after Q2 results, including revised EPS forecasts, steady revenue growth assumptions, a slightly higher profit margin outlook, and a lower future P/E multiple that many analysts link to recent price target increases across the Street. Analyst Commentary Recent research on Chipotle Mexican Grill highlights a mix of optimism and caution around execution, growth, and valuation following the latest Q2 report and guidance updates.
Narrative-Update • Jul 20
CMG: Mexico Entry And Same Store Sales Shape Balanced Medium Term Outlook
Analysts nudged the fair value estimate for Chipotle Mexican Grill higher, with the price target moving from $34.00 to $35.00 as they factor in slightly stronger same store sales assumptions, a modestly higher profit margin outlook, and updated P/E expectations reflected across recent research. Analyst Commentary Recent Street research on Chipotle Mexican Grill reflects a mix of optimism around same store sales and more cautious views on how much of that strength is already reflected in the stock's valuation.
Neues Narrative • Jul 17
Chipotle Mexican Grill will thrive with a 5% revenue boost
Chipotle is a fast-casual restaurant business that makes almost all of its money from company-owned restaurants selling Mexican-inspired food (burritos, bowls, tacos, etc.). Its growth strategy is straightforward: open more stores, increase digital sales, and improve restaurant productivity.
Narrative-Update • Jul 06
CMG: Reset Multiple And Store Expansion Plan Will Support Recovery
Analysts have trimmed the Chipotle Mexican Grill fair value estimate from $54.79 to $52.00 as they temper revenue growth, margin, and future P/E assumptions, while still pointing to a reset valuation that some see as offering "quality growth at the right price". Analyst Commentary Recent Street research around Chipotle Mexican Grill has become more divided, with some high profile firms seeing the current share price reset as an entry point while others flag a slower growth and margin story.Narrative-Update • Jun 22
CMG: 2026 Expansion And Menu Tests Will Support Higher P E Multiple
Analysts have trimmed the Chipotle Mexican Grill price target by $3 to $35. This reflects a slightly higher discount rate and mixed research commentary that highlights both perceived valuation opportunity and more cautious views on future comps and margin visibility.Narrative-Update • Jun 06
CMG: 2026 International Expansion Plans Will Support Higher P E Multiple
Analysts have trimmed the Chipotle Mexican Grill fair value estimate by about $0.52 to $42.88, reflecting a mix of lower average price targets and a slightly higher discount rate, even as revenue growth expectations and future P/E assumptions remain broadly steady across recent research. Analyst Commentary Recent research on Chipotle Mexican Grill highlights a split between analysts who see current levels as an opportunity and those who are more cautious on the company’s execution and growth trajectory.Narrative-Update • May 15
CMG: 2026 Menu And Unit Expansion Plans Will Support Higher P E Multiple
Chipotle Mexican Grill's analyst price target has been adjusted slightly lower to reflect an updated fair value of about $43.40. Analysts cite modest tweaks to discount rate assumptions, slightly softer revenue growth expectations, a small improvement in profit margin, and a lower future P/E multiple, informed by a mix of recent target cuts and upgrades across the Street.Narrative-Update • Apr 26
CMG: 2026 Menu Initiatives Are Expected To Support Higher P E Multiple
Chipotle Mexican Grill's updated analyst price target reflects a modest trim of fair value to $43.66, with analysts broadly fine-tuning their models as they weigh slightly higher discount rates, adjusted long term P/E assumptions, and a recent wave of small downward target revisions across major firms. Analyst Commentary Recent Street research around Chipotle Mexican Grill points to a period of recalibration, with many firms trimming price targets by small increments and a few highlighting more constructive long term views.
Neues Narrative • Apr 21
Chipotle Mexican Grill, Inc. Reports Resilient FY 2025 Earnings Despite Margin Pressures and Heavy Capital Returns
Analyst: Qudus Adebara (Founder of Wane Investment House) Executive Summary Chipotle Mexican Grill, Inc. delivered a solid financial performance for the year ended December 31, 2025, with total revenue rising to $11.93 billion, reflecting +5.4% YoY growth driven primarily by strong food and beverage sales.Narrative-Update • Apr 11
CMG: 2026 Sales Initiatives And Buybacks Will Support Higher P E Multiple
Analysts trimmed their Chipotle Mexican Grill price target by about $0.50 to reflect slightly lower fair value, a modestly higher discount rate, and marginally softer revenue growth and profit margin assumptions, partly offset by a higher future P/E multiple supported by recent mixed but generally constructive research commentary. Analyst Commentary Recent research on Chipotle Mexican Grill reflects a mix of cautious fine tuning on price targets and supportive views on the business model, management, and long term growth potential.Narrative-Update • Mar 27
CMG: 2026 Sales Initiatives And Buybacks Will Sustain Elevated P E Multiple
The analyst price target for Chipotle Mexican Grill has been trimmed by about $0.07 to reflect slightly lower modeled fair value, even as analysts highlight modest improvements in revenue growth, profit margin assumptions, and a still elevated future P/E, informed by a mix of recent target cuts, fresh Buy initiations, and sector-wide re-rating work for 2026. Analyst Commentary Recent research on Chipotle Mexican Grill reflects an active debate around how much investors should pay for the company given mixed sector trends, shifting consumer behavior, and company specific execution questions.Narrative-Update • Mar 13
CMG: 2026 Sales Initiatives And Buybacks Will Support Multiple Expansion
Analysts made a small upward adjustment to their Chipotle price target, moving it by about $0.33, as they weighed newly bullish views tied to potential sales drivers and multiple expansion against a recent wave of modest target trims from other firms. Analyst Commentary Recent research on Chipotle shows a split view, with some firms highlighting long term growth drivers and others focusing on consumer headwinds and execution risk.Narrative-Update • Feb 26
CMG: 2026 Marketing Firepower And Buybacks Will Support Upside Potential
Analysts have made a small upward adjustment to their Chipotle price target to about $44. This reflects slightly lower assumed discount rates and a modestly higher future P/E multiple, along with fine-tuned revenue growth and margin expectations.Narrative-Update • Feb 09
CMG: 2026 Unit Expansion And Share Repurchases Will Support Upside Potential
Analysts now see slightly lower upside for Chipotle, trimming the price target in line with a modest reduction in fair value to about $44.24 per share after reassessing the discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Recent Street research around Chipotle Mexican Grill has become more finely balanced, with several small downward price target revisions offset by a cluster of earlier target increases and a few rating changes.Narrative-Update • Jan 25
CMG: 2026 Traffic Recovery And Unit Expansion Will Drive Balanced Risk Reward
Analysts have nudged their Chipotle Mexican Grill fair value estimate higher to about $45 per share from roughly $44, citing a slightly lower discount rate, modest tweaks to long term revenue growth and profit margin assumptions, and a marginally higher future P/E multiple that reflect recent shifts in Street price targets and mixed but engaged research coverage. Analyst Commentary Recent Street research paints a mixed picture for Chipotle Mexican Grill, with price targets moving in both directions and opinions divided on how quickly the company can work through current traffic and macro pressures.Narrative-Update • Jan 11
CMG: 2026 Unit Expansion And Traffic Recovery Efforts Will Shape Balanced Outlook
Analysts have lifted the Chipotle Mexican Grill fair value estimate slightly, with the price target moving from US$43.18 to US$44.12. This reflects modest tweaks to discount rate, revenue growth, profit margin and future P/E assumptions after a mix of target cuts on macro and traffic headwinds, as well as fresh target hikes tied to updated 2026 restaurant sector outlooks.Narrative-Update • Dec 18
CMG: 2026 Unit Expansion Will Drive Long Term Upside Despite Near Term Traffic Headwinds
Analysts have modestly reduced their average price target for Chipotle Mexican Grill by about $10 per share to the mid $40s, citing weaker than expected Q3 traffic and comp trends, macro driven consumer softness, and lowered same store sales guidance, even as they highlight longer term benefits from menu innovation, value focused marketing, and continued unit growth. Analyst Commentary Analysts broadly agree that Chipotle is navigating a tougher operating backdrop, but they differ on how quickly the brand can reaccelerate traffic and comps and how much of the long term growth story remains intact at current valuation levels.Narrative-Update • Dec 04
CMG: Robust 2026 Unit Expansion Is Expected To Drive Long Term Upside
The Analyst Price Target for Chipotle Mexican Grill has been cut meaningfully, with analysts trimming expectations by roughly $10 per share as persistent macro headwinds, softer traffic, and repeated same store sales guidance cuts temper the near term outlook, despite confidence in the longer term unit growth story. Analyst Commentary Recent Street commentary reflects a more cautious stance on Chipotle in the near term, with widespread price target reductions but a generally constructive view on the multiyear unit growth and margin opportunity.Narrative-Update • Nov 20
CMG: Robust Unit Expansion Plans Will Lead to Improved Performance
Analysts have lowered their average price target for Chipotle Mexican Grill, cutting it from approximately $45.09 to $43.18 per share. Ongoing macroeconomic pressures and softer same-store sales trends continue to weigh on the company's near-term outlook.Analyseartikel • Nov 07
Chipotle Mexican Grill, Inc. (NYSE:CMG) Stocks Pounded By 25% But Not Lagging Market On Growth Or Pricing
The Chipotle Mexican Grill, Inc. ( NYSE:CMG ) share price has fared very poorly over the last month, falling by a...Narrative-Update • Nov 01
CMG: Share Repurchases And Menu Revamps Will Drive Stronger Performance Ahead
Chipotle Mexican Grill's analyst price target has been lowered significantly, dropping from approximately $54 to about $45. Analysts cite ongoing traffic challenges, softer same-store sales growth, and mounting macroeconomic headwinds following disappointing third-quarter results.Narrative-Update • Oct 18
Restaurant Expansion In Mexico And Europe Will Boost Performance
Chipotle Mexican Grill's analyst price target has been reduced from approximately $56.94 to $54.15. Analysts cite near-term industry headwinds, including choppy demand, softer sales trends, and cautious sector outlooks as factors driving the adjustment.Narrative-Update • Oct 04
Restaurant Expansion In Mexico And Europe Will Boost Performance
Analysts have lowered their price target for Chipotle Mexican Grill to approximately $56.94 from about $57.75. This modest reduction reflects tempered revenue growth expectations, despite recent performance improvements and ongoing industry challenges.Narrative-Update • Sep 10
Restaurant Expansion In Mexico And Europe Will Boost Performance
Analysts modestly lowered Chipotle's consensus price target to $57.75, citing disappointing Q2 results, macro headwinds, and heightened competitive pressures, though some remain constructive on resilient demand, recent menu innovation, and the company's long-term growth outlook. Analyst Commentary Bullish analysts cite improved risk/reward following a 31% YTD selloff, with expectations that market pessimism regarding same-store-sales is overly priced in.Seeking Alpha • Apr 22
Chipotle Q1 Preview: Tariffs Hurt Them (Deep Dive)
Summary Chipotle's stock has declined around 20% over the past year, driven by decelerating same-store sales growth and increasing competition from companies like Sweetgreen and CAVA. The company's high forward P/E ratio of 37, a 173% premium to the sector median, suggests it is overpriced given its current performance and outlook. Trade war impacts, particularly on avocado imports, are expected to further strain Chipotle's margins, which are already pressured by high food and labor costs. Despite potential growth from international expansion and new technologies, these factors are unlikely to offset near-term headwinds, making Chipotle a strong sell. Read the full article on Seeking AlphaSeeking Alpha • Mar 19
Chipotle: Dark Pool Buys And Long-Term Growth Make It A Buy
Summary Chipotle's dual focus on digital innovation and rapid expansion is driving significant growth, with digital sales now making up 37% of total revenue. The company's strategic initiatives, like the Chipotlane system and limited-time offerings, are boosting sales and enhancing customer loyalty. Valuation analysis using a DCF model shows a fair price per share around $51, indicating a balanced risk-reward profile with strong growth potential. Despite risks like inflation and rapid expansion costs, Chipotle's consistent revenue growth, improved margins, and solid cash flow make it a compelling long-term investment. Read the full article on Seeking AlphaSeeking Alpha • Feb 28
Chipotle: Rare Opportunity To Buy At A Truly Attractive Price
Summary Chipotle's stock is now a 'Buy' due to attractive valuation, strong fundamentals, and significant growth potential despite the recent CEO transition. Q4-24 results showed impressive revenue growth, strong same-store sales, and continued unit expansion, maintaining high restaurant-level profitability. Market expectations for 2025 are low, setting up the potential for multiple 'Beat & Raises'. Chipotle is nearly 20% below June 2024 highs, trading at a valuation that's historically been a very attractive entry point. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 15,871 | 1,932 | 1,798 | 2,661 | 14 |
| 12/31/2027 | 14,419 | 1,701 | 1,650 | 2,460 | 32 |
| 12/31/2026 | 13,019 | 1,443 | 1,616 | 2,289 | 31 |
| 6/30/2026 | 12,424 | 1,419 | 1,569 | 2,328 | N/A |
| 3/31/2026 | 12,139 | 1,452 | 1,506 | 2,208 | N/A |
| 12/31/2025 | 11,926 | 1,536 | 1,448 | 2,114 | N/A |
| 9/30/2025 | 11,787 | 1,537 | 1,573 | 2,215 | N/A |
| 6/30/2025 | 11,578 | 1,542 | 1,466 | 2,092 | N/A |
| 3/31/2025 | 11,487 | 1,561 | 1,487 | 2,093 | N/A |
| 12/31/2024 | 11,314 | 1,534 | 1,511 | 2,105 | N/A |
| 9/30/2024 | 10,985 | 1,484 | 1,251 | 1,844 | N/A |
| 6/30/2024 | 10,663 | 1,410 | 1,301 | 1,878 | N/A |
| 3/31/2024 | 10,205 | 1,296 | 1,325 | 1,898 | N/A |
| 12/31/2023 | 9,872 | 1,229 | 1,223 | 1,783 | N/A |
| 9/30/2023 | 9,536 | 1,170 | 1,387 | 1,920 | N/A |
| 6/30/2023 | 9,284 | 1,114 | 1,251 | 1,791 | N/A |
| 3/31/2023 | 8,983 | 1,032 | 992 | 1,495 | N/A |
| 12/31/2022 | 8,635 | 899 | 844 | 1,323 | N/A |
| 9/30/2022 | 8,415 | 809 | 903 | 1,360 | N/A |
| 6/30/2022 | 8,147 | 756 | 862 | 1,289 | N/A |
| 3/31/2022 | 7,826 | 684 | 807 | 1,259 | N/A |
| 12/31/2021 | 7,547 | 653 | 840 | 1,282 | N/A |
| 9/30/2021 | 7,194 | 710 | 512 | 959 | N/A |
| 6/30/2021 | 6,843 | 586 | 502 | 922 | N/A |
| 3/31/2021 | 6,315 | 406 | 405 | 788 | N/A |
| 12/31/2020 | 5,985 | 356 | 290 | 664 | N/A |
| 9/30/2020 | 5,817 | 237 | 393 | 735 | N/A |
| 6/30/2020 | 5,619 | 256 | 369 | 726 | N/A |
| 3/31/2020 | 5,689 | 338 | N/A | 721 | N/A |
| 12/31/2019 | 5,586 | 350 | N/A | 722 | N/A |
| 9/30/2019 | 5,371 | 310 | N/A | 664 | N/A |
| 6/30/2019 | 5,193 | 249 | N/A | 627 | N/A |
| 3/31/2019 | 5,025 | 205 | N/A | 603 | N/A |
| 12/31/2018 | 4,865 | 177 | N/A | 622 | N/A |
| 9/30/2018 | 4,750 | 188 | N/A | 581 | N/A |
| 6/30/2018 | 4,653 | 170 | N/A | 520 | N/A |
| 3/31/2018 | 4,556 | 190 | N/A | 519 | N/A |
| 12/31/2017 | 4,476 | 176 | N/A | 468 | N/A |
| 9/30/2017 | 4,401 | 148 | N/A | 447 | N/A |
| 6/30/2017 | 4,310 | 137 | N/A | 413 | N/A |
| 3/31/2017 | 4,139 | 95 | N/A | 438 | N/A |
| 12/31/2016 | 3,904 | 23 | N/A | 355 | N/A |
| 9/30/2016 | 3,867 | 75 | N/A | 376 | N/A |
| 6/30/2016 | 4,047 | 212 | N/A | 462 | N/A |
| 3/31/2016 | 4,247 | 327 | N/A | 502 | N/A |
| 12/31/2015 | 4,501 | 476 | N/A | 683 | N/A |
| 9/30/2015 | 4,574 | 529 | N/A | 721 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CMGDas prognostizierte Gewinnwachstum (12.6% pro Jahr) liegt über der Sparquote (3.7%).
Ertrag vs. Markt: CMGDie Erträge des Unternehmens (12.6% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.7% pro Jahr).
Hohe Wachstumserträge: CMGDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: CMGDie Einnahmen des Unternehmens (9.4% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (12.7% pro Jahr).
Hohe Wachstumseinnahmen: CMGDie Einnahmen des Unternehmens (9.4% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: CMGDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich sehr hoch sein (63.6%).
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/06 11:34 |
| Aktienkurs zum Tagesende | 2026/08/06 00:00 |
| Gewinne | 2026/06/30 |
| Jährliche Einnahmen | 2025/12/31 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
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| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
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| Wichtige Entwicklungen | 10 Jahre |
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* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
Chipotle Mexican Grill, Inc. wird von 56 Analysten beobachtet. 32 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |