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Chipotle Mexican Grill, Inc. Stock Price

NYSE:CMG Community·US$45.2b Market Cap
  • 5 Narratives written by author
  • 2 Comments on narratives written by author
  • 337 Fair Values set on narratives written by author

CMG Share Price Performance

US$36.63
-18.19 (-33.18%)
US$45.00
Fair Value
US$36.63
-18.19 (-33.18%)
18.6% undervalued intrinsic discount
US$45.00
Fair Value
Price US$36.63
Valrodmon US$45.00
AnalystConsensusTarget US$42.88
AnalystHighTarget US$52.00

CMG Community Narratives

Fair Value
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Fair Value US$45 18.6% 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
6users have followed this narrative
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Fair Value US$42.88 14.6% 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
146users have followed this narrative
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Fair Value US$52 29.6% 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$52
29.6% undervalued intrinsic discount
Revenue
13.07% p.a.
Profit Margin
12.02%
Future PE
35.39x
Price in 2029
US$66.48
US$42.88
14.6% undervalued intrinsic discount
Revenue
10.39% p.a.
Profit Margin
12.31%
Future PE
30.77x
Price in 2029
US$55.1
US$34
7.7% 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 18.6% undervalued intrinsic discount
6 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 29.6% 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 14.6% undervalued intrinsic discount
146 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
1 Reward

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 8h

Chipotle: Patience Now, Payoff Once Spending Returns

Summary Chipotle Mexican Grill remains a dominant fast-casual player with robust revenue growth and premium margins. I maintain my Buy rating on CMG, despite recent underperformance and its premium valuation, as fundamentals remain strong. CMG trades at a 31x forward P/E—about a 97% premium to sector median—yet its fundamentals justify the multiple. Risks include potential margin erosion and weaker consumer spending if high interest rates persist, but no structural bull case concerns. Read the full article on Seeking Alpha

Recent updates

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