Chipotle Mexican Grill, Inc.

NYSE:CMG Stok Raporu

Piyasa değeri: US$42.3b

Chipotle Mexican Grill Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Chipotle Mexican Grill kazanç ve gelirin sırasıyla yıllık 12.7% ve 9.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 14.9% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 63.6% olacağı tahmin edilmektedir.

Anahtar bilgiler

12.7%

Kazanç büyüme oranı

14.95%

EPS büyüme oranı

Hospitality kazanç büyümesi20.0%
Gelir büyüme oranı9.5%
Gelecekteki özkaynak getirisi63.56%
Analist kapsamı

Good

Son güncelleme16 Sep 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Seeking Alpha • Sep 10

Chipotle's Business Is Bottoming Out, But The Fundamentals Are High (Upgrade)

Summary Chipotle Mexican Grill has stabilized comp sales, with Q2 growth of 2.2% after a previous decline. I upgraded CMG from sell to hold, citing a revamped rewards program and signs of business bottoming, but remain cautious due to valuation. CMG’s TTM GAAP P/E of ~34 and P/S of ~3.9 are difficult to justify amid compressed margins and only moderate growth. While the value pivot may aid comp sales, economic headwinds or poor expansion execution could pressure margins and valuation further. Read the full article on Seeking Alpha
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Yeni Anlatı • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.

Kazanç ve Gelir Büyüme Tahminleri

NYSE:CMG - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/202815,9071,9621,8172,69115
12/31/202714,4361,7101,6392,43934
12/31/202613,0271,4431,5842,31834
6/30/202612,4241,4191,5692,328N/A
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
3/31/20205,689338N/A721N/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

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: CMG 'nin tahmini kazanç büyümesi (yıllık 12.7% ) tasarruf oranının ( 3.7% ) üzerindedir.

Kazançlar ve Piyasa: CMG şirketinin kazançlarının (yıllık 12.7% ) US pazarından (yıllık 17.4% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: CMG şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: CMG şirketinin gelirinin (yıllık 9.5% ) US pazarından (yıllık 13.6% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Geliri: CMG şirketinin gelirinin (yıllık 9.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: CMG 'nin Özsermaye Getirisi'nin 3 yıl içinde çok yüksek olması tahmin ediliyor ( 63.6 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/09/21 03:53
Gün Sonu Hisse Fiyatı2026/09/18 00:00
Kazançlar2026/06/30
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına Github sayfamızdan ulaşabilirsiniz; ayrıca raporlarımızı nasıl kullanacağınıza dair kılavuzlarımız ve YouTube’da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Chipotle Mexican Grill, Inc. 56 Bu analistlerden 34, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
John StaszakArgus Research Company
David TarantinoBaird
Jeffrey BernsteinBarclays