CMG logo

Chipotle Mexican Grill, Inc. Stock Price

NYSE:CMG Community·US$43.6b Market Cap
  • 5 Narratives written by author
  • 2 Comments on narratives written by author
  • 334 Fair Values set on narratives written by author

CMG Share Price Performance

US$34.35
-21.10 (-38.05%)
US$42.88
Fair Value
US$34.35
-21.10 (-38.05%)
19.9% undervalued intrinsic discount
US$42.88
Fair Value
Price US$34.35
AnalystConsensusTarget US$42.88
Valrodmon US$45.00
AnalystHighTarget US$52.00

CMG Community Narratives

·
Fair Value US$42.88 19.9% undervalued intrinsic discount

CMG: Share Repurchases And Menu Revamps Will Drive Stronger Performance Ahead

1users have liked this narrative
2users have commented on this narrative
145users have followed this narrative
Fair Value
·
Fair Value US$45 23.7% undervalued intrinsic discount

Despite short-term challenges, Chipotle is well positioned for sustainable long-term growth.

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
·
Fair Value US$52 33.9% undervalued intrinsic discount

Menu Innovation And Global Expansion Will Drive Powerful Long Term Upside Potential

0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
US$42.88
19.9% undervalued intrinsic discount
Revenue
10.39% p.a.
Profit Margin
12.31%
Future PE
30.77x
Price in 2029
US$55.1
US$34
1.0% overvalued intrinsic discount
Revenue
9.83% p.a.
Profit Margin
11.93%
Future PE
28.71x
Price in 2028
US$43.55

Trending Discussion

Updated Narratives

CMG logo

Despite short-term challenges, Chipotle is well positioned for sustainable long-term growth.

Fair Value: US$45 23.7% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CMG logo

CMG: Reset Multiple And Store Expansion Plan Will Support Recovery

Fair Value: US$52 33.9% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CMG logo

CMG: 2026 Expansion And Menu Tests Will Support Higher P E Multiple

Fair Value: US$42.88 19.9% undervalued intrinsic discount
145 users have set this as their fair value
2 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet with acceptable track record.

0 Risks
2 Rewards

Chipotle Mexican Grill, Inc. Key Details

US$12.1b

Revenue

US$7.3b

Cost of Revenue

US$4.8b

Gross Profit

US$3.4b

Other Expenses

US$1.5b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 29, 2026
1.13
39.65%
11.96%
0%
View Full Analysis

About CMG

Founded
1993
Employees
130301
CEO
Scott Boatwright
WebsiteView website
www.chipotle.com

Chipotle Mexican Grill, Inc., together with its subsidiaries, owns and operates Chipotle Mexican Grill restaurants. The company sells food and beverages, such as burritos, burrito bowls, quesadillas, tacos, and salads, as well as kids’ meals, chips, and sides. It also offers Mexican-inspired meals using responsibly sourced meats, such as chicken, beef, and pork under the Responsibly Raised brand. In addition, the company provides digital ordering through its website, mobile app, and third-party delivery platforms. It operates in the United States, Canada, France, Germany, and the United Kingdom. Chipotle Mexican Grill, Inc. was founded in 1993 and is headquartered in Newport Beach, California.

Recent CMG News & Updates

Seeking Alpha Jul 06

Chipotle Mexican Grill: Burritos Don't Make The Difference, Operational Excellence Does

Summary Chipotle Mexican Grill is executing its 'Recipe for Growth' strategy, centered on five pillars that differentiate the brand and drive long-term expansion. Operational excellence is CMG's core competitive moat, supporting strong performance in a highly competitive fast-casual dining sector. CMG reported impressive Q1 2026 restaurant-level operating margins of 23.7%, demonstrating resilience despite inflationary pressures. Management’s strategic clarity and focus on modernization underpin confidence in sustained outperformance and market share gains. Read the full article on Seeking Alpha
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.

Recent updates

No updates