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Research Reports

Still Smokin

Chipotle (CMG) is still smokin with 20% same store sales growth. Here’s what I think CMG is worth.

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30 Up or 30 Down

Chipotle (CMG) has gone on a parabolic run. I think now the stock could go up 30% max, but CMG can just as easily fall 30% as well.

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Big as a Burrito

Wow! Chipotle’s (CMG) P/E is as big as the burritos the restaurant serves. I wouldn’t touch this $400 stock until it got down to $300.

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After the Fall

Shares of Chipotle (CMG) have fallen from $400 to $250. Even after the drop the stock’s still not undervalued. CMG is right where it shoudl be.

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From $400 to $300

Shares of Chipotle (CMG) just fell from $400 to $300. Last qtr’s P/E of 46 was too high, now the P/E of 33 is about right. The numbers still look good.

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The Hottest Pepper

Chipotle (CMG) is one of the hottest stocks around. Profits jumped 35% last quarter as sales rose 26%. This is the hottest pepper — blazing hot yet dangerous.

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Kicked It Up a Notch

Chipotle (CMG) had another quarter of same store sales growth of at least 10%. That combined with a price increase of around 5% pushed profit growth up 25% even though food costs rose. Too bad CMG is fairly valued.

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Not So Great

Chipotle Mexican Grill (CMG) hasn’t been great in two quarters now — yet the stock is still trending up. There’s two forees fighting here: Higehr food costs (bad) and positive store sales (good).

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Food is Costly

Rising food costs has caused Chipotle’s (CMG) profit growth to decelerate from 48% to 23%. That’s still good, but might not be high enough to support a 41 P/E.

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When Will it End?

Chipotle (CMG) has gone from $85 to $285 in just five quarters. The P/E of 42 makes the stock expensive. You could say the run is almost over, but solid same store sales growth could push the stock even higher.

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Earnings

CMG 2024 Q4

Chipotle (CMG) is expected to report qtrly profits (EPS) and revenues:

Profits Estimates: $0.25 vs. $0.23 = +9%
Revenue Est: +14%

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