Chipotle Mexican Grill, Inc.

NYSE:CMG 株式レポート

時価総額：US$41.7b

Chipotle Mexican Grill 将来の成長

Future 基準チェック /26

Chipotle Mexican Grill利益と収益がそれぞれ年間11%と9.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に62.4% 13.5%なると予測されています。

主要情報

11.0%

収益成長率

13.46%

EPS成長率

Hospitality 収益成長18.2%
収益成長率9.1%
将来の株主資本利益率62.44%
アナリストカバレッジ

Good

最終更新日01 May 2026

今後の成長に関する最新情報

分析記事 • Jul 26

Analysts Are Updating Their Chipotle Mexican Grill, Inc. (NYSE:CMG) Estimates After Its Second-Quarter Results

It's been a mediocre week for Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shareholders, with the stock dropping 13% to...

Recent updates

Seeking Alpha • Apr 27

Chipotle Q1 2026 Results Preview: It's All About Transactions Growth

Summary Chipotle remains a top-tier cash flow generator, with current share price weakness offering a rare entry point. The Recipe for Growth strategy targets operational efficiency, menu innovation, digital engagement, and accelerated store expansion, but Q1 impact is expected to be limited. Consensus expects modest 6.4% revenue growth and a 17% EPS decline for Q1 '26, with continued pressure on comparable-store sales and rising costs. Read the full article on Seeking Alpha
新しいナラティブ • Apr 26

Chipotle Mexican Grill (CMG): The Digital Burrito Powerhouse Tests Throughput and Loyalty

Chipotle Mexican Grill (CMG) , the global vanguard of the fast-casual movement, enters the weekend of Sunday, April 26, 2026 , in a state of calculated expansion. The company is scheduled to release its Q1 2026 earnings report on Wednesday, April 29, 2026, after the market close.
ナラティブ更新 • 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.
新しいナラティブ • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • 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...
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
ナラティブ更新 • 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.
分析記事 • Aug 01

The Price Is Right For Chipotle Mexican Grill, Inc. (NYSE:CMG) Even After Diving 26%

Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shares have had a horrible month, losing 26% after a relatively good period...
分析記事 • Jul 26

Analysts Are Updating Their Chipotle Mexican Grill, Inc. (NYSE:CMG) Estimates After Its Second-Quarter Results

It's been a mediocre week for Chipotle Mexican Grill, Inc. ( NYSE:CMG ) shareholders, with the stock dropping 13% to...
分析記事 • Jul 14

Is Now The Time To Put Chipotle Mexican Grill (NYSE:CMG) On Your Watchlist?

For beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 21

Should You Investigate Chipotle Mexican Grill, Inc. (NYSE:CMG) At US$51.47?

Chipotle Mexican Grill, Inc. ( NYSE:CMG ) saw a double-digit share price rise of over 10% in the past couple of months...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking Alpha • Feb 05

Chipotle: Tariff Fears Overblown, Dips Are Tasty For Long-Term Investors

Summary Chipotle Mexican Grill, Inc.'s consistent sales growth and strong comparable sales, up 5.4% in Q4 and 7.4% for the year, support long-term investment. Despite short-term risks from tariffs and ingredient costs, Chipotle's strategic price increases and cost controls bolster its financial health. The company's aggressive expansion plans, including 315-345 new stores and significant share repurchases, signal confidence in sustained growth. While CMG shares are expensive, the valuation has improved, making it a potential buy for long-term investors if prices dip further into the $50s. Read the full article on Seeking Alpha
Seeking Alpha • Jan 21

Chipotle: It Still Has Fuel In The Tank

Summary Chipotle Mexican Grill's stock has shown strong performance since our initial bullish rating in September 2022, with an 80%+ surge, despite recent underperformance in mid-to-late 2024. The company's robust sales growth, margin expansion, and strategic price hikes indicate solid fundamentals, suggesting continued top-line growth and moderate cost increases. Our DCF model values Chipotle's stock at $68.68 per share, indicating it is undervalued by approximately 19.4%, a case supported by Chipotle's RSI. While risks exist, we remain bullish. Read the full article on Seeking Alpha
Seeking Alpha • Dec 20

Chipotle: In A Tough Spot As Price Hikes May Trigger Further Sales Deterioration

Summary Chipotle is a stock to sell, as the company faces tremendous operational risk following a decision to increase prices in December. CMG has already triggered customer backlash this year on rising menu prices and smaller portion sizes. Comparable sales growth trends decelerated in Q3 and were the weakest reading in four quarters, while fast-casual peers like CAVA achieved accelerating performance. The company is facing pressure from fast-food chains below the price spectrum, as McDonald's extends its $5 Meal Deal promotion to capture value-conscious consumers. Chipotle trades at a very unappetizing ~55x forward P/E ratio, which is a heady premium for a company with tepid growth prospects. Read the full article on Seeking Alpha
Seeking Alpha • Nov 25

It's Time To Get Mexican Food: Chipotle Is A Buy (Technical Analysis)

Summary CMG exhibits bullish price action, trading above its upward sloping 30-week EMA and breaking out of a four-month consolidation zone. Momentum indicators, both short-term and long-term, are bullish as shown by the Percentage Price Oscillator readings. Volume analysis suggests institutional accumulation, despite some bearish-looking volume bars, indicating potential undervaluation and buying at lows. Relative strength is improving, showing CMG outperforming the S&P 500 since mid-July, though it's the weakest part of the bullish thesis. Read the full article on Seeking Alpha
Seeking Alpha • Nov 07

Chipotle: Both The Business And The Investment Are Very Simple

Summary Chipotle's long-term growth is driven by store expansion, comparable sales growth, and operational excellence, targeting 7,000 locations and $4 million in per-restaurant sales. Despite near-term headwinds like the CEO's departure and portion size backlash, CMG's strong brand and execution ensure continued performance and resilience. Valuation suggests a 16.5% annual return over the next 7-8 years, with a 'Strong Buy' below 35x, 'Buy' at 40x, and 'Hold' above. Currently trading at 44x '25 earnings warrants a 'Hold', but the long-term trajectory remains solid with potential 20% earnings growth annually. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:CMG - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202815,9461,9391,8812,73414
12/31/202714,3891,7051,5992,41035
12/31/202612,9801,4381,4872,19435
3/31/202612,1391,4521,5062,208N/A
12/31/202511,9261,5361,4482,114N/A
9/30/202511,7871,5371,5732,215N/A
6/30/202511,5781,5421,4662,092N/A
3/31/202511,4871,5611,4872,093N/A
12/31/202411,3141,5341,5112,105N/A
9/30/202410,9851,4841,2511,844N/A
6/30/202410,6631,4101,3011,878N/A
3/31/202410,2051,2961,3251,898N/A
12/31/20239,8721,2291,2231,783N/A
9/30/20239,5361,1701,3871,920N/A
6/30/20239,2841,1141,2511,791N/A
3/31/20238,9831,0329921,495N/A
12/31/20228,6358998441,323N/A
9/30/20228,4158099031,360N/A
6/30/20228,1477568621,289N/A
3/31/20227,8266848071,259N/A
12/31/20217,5476538401,282N/A
9/30/20217,194710512959N/A
6/30/20216,843586502922N/A
3/31/20216,315406405788N/A
12/31/20205,985356290664N/A
9/30/20205,817237393735N/A
6/30/20205,619256369726N/A
3/31/20205,689338374721N/A
12/31/20195,586350N/A722N/A
9/30/20195,371310N/A664N/A
6/30/20195,193249N/A627N/A
3/31/20195,025205N/A603N/A
12/31/20184,865177N/A622N/A
9/30/20184,750188N/A581N/A
6/30/20184,653170N/A520N/A
3/31/20184,556190N/A519N/A
12/31/20174,476176N/A468N/A
9/30/20174,401148N/A447N/A
6/30/20174,310137N/A413N/A
3/31/20174,13995N/A438N/A
12/31/20163,90423N/A355N/A
9/30/20163,86775N/A376N/A
6/30/20164,047212N/A462N/A
3/31/20164,247327N/A502N/A
12/31/20154,501476N/A683N/A
9/30/20154,574529N/A721N/A
6/30/20154,441515N/A723N/A

アナリストによる今後の成長予測

収入対貯蓄率: CMGの予測収益成長率 (年間11% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: CMGの収益 ( 11% ) US市場 ( 16.7% ) よりも低い成長が予測されています。

高成長収益: CMGの収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: CMGの収益 ( 9.1% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: CMGの収益 ( 9.1% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CMGの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 62.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/11 11:55
終値2026/05/08 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Chipotle Mexican Grill, Inc. 35 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。59

アナリスト機関
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays