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Chipotle Mexican Grill, Inc. Stock Price

NYSE:CMG Community·US$37.5b 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$29.88
-20.74 (-40.97%)
US$42.88
Fair Value
US$29.88
-20.74 (-40.97%)
30.3% undervalued intrinsic discount
US$42.88
Fair Value
Price US$29.88
AnalystConsensusTarget US$42.88
Valrodmon US$45.00
AnalystLowTarget US$34.00

CMG Community Narratives

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Fair Value US$42.88 30.3% 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 33.6% undervalued intrinsic discount

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

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4users have followed this narrative
·
Fair Value US$34 12.1% undervalued intrinsic discount

Aggressive International Expansion And Menu Complexity Will Erode Margins And Limit Long Term Upside

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0users have commented on this narrative
1users have followed this narrative
US$42.88
30.3% undervalued intrinsic discount
Revenue
10.39% p.a.
Profit Margin
12.31%
Future PE
30.75x
Price in 2029
US$55.06
US$34
12.1% undervalued intrinsic discount
Revenue
9.83% p.a.
Profit Margin
11.93%
Future PE
28.71x
Price in 2028
US$43.55
US$54.79
45.5% undervalued intrinsic discount
Revenue
13.21% p.a.
Profit Margin
13.05%
Future PE
38.55x
Price in 2028
US$70.06

Trending Discussion

Updated Narratives

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

Fair Value: US$45 33.6% 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
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CMG: 2026 International Expansion Plans Will Support Higher P E Multiple

Fair Value: US$42.88 30.3% 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
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Aggressive International Expansion And Menu Complexity Will Erode Margins And Limit Long Term Upside

Fair Value: US$34 12.1% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Adequate balance sheet and fair value.

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. It sells food and beverages, such as burritos, burrito bowls, quesadillas, tacos, and salads, as well as kids’s meals, chips, and sides. It offers Mexican-inspired meals using responsibly sourced meats, such as chicken, beef, and pork branded as Responsibly Raised. The company also provides digital ordering through its website, mobile app, and third-party delivery platforms. It has operations 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

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.
Seeking Alpha Jun 04

Chipotle: The Trough Is Not The Trend

Summary Chipotle Mexican Grill is rated Buy, with the market undervaluing its recovery potential at ~$28/share versus a DCF-derived intrinsic value of $40.48. I see current headwinds as cyclical, not structural, with operational catalysts—HEAP equipment rollout and loyalty program enhancements—already visible and measurable. CMG’s unique company-owned, non-franchise model amplifies both downside volatility and upside leverage in recoveries, directly benefiting shareholders. Read the full article on Seeking Alpha

Recent updates

No updates