Chipotle Mexican Grill (CMG)
NYSEConsumer DiscretionaryRestaurantsSnapshot 2026-07-08
$34.35+1.09%
Close 2026-07-07 · 1-day change
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Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Restaurants is in steady. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Chipotle Mexican Grill's growth story relies on expanding its digital and menu innovation. The company plans to open 350 to 370 new restaurants in 2026. Revenue grew 7% year over year, and the last quarter met expectations. It trades at 31 times P/E, above the peer median of 20 times. The price reflects less growth than expected, indicating it may look expensive. If Chipotle cuts guidance, it could negatively impact the stock. Peer multiples imply a price about 11% below where it trades. This read is provisional.
Trailing returns as of 2026-07-07. CMG is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 36 analysts currently covering CMG (as of Jul 2026).
Based on 6 Wall Street analysts offering 12-month price targets for CMG in the last 4 months.
A consensus fair price across 12 valuation methods, at three horizons. Current price $34.35. As of 2026-07-08. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Restaurants — fair value, gap to price, and forward P/E.
Advances: Execute core strategies
Highlights operational excellence aligning with core strategies.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-07-07. EPS is implied from price ÷ P/E. Not investment advice.
Current $34.35
The last 12 months of price, then the range of analyst 12-month targets from today’s $34.35.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Open 350 to 370 new restaurants in 2026
New location construction supports restaurant opening goals.
Advances: Enhance digital and menu innovation
Enhances digital strategy, aligning with management's innovation goals.
Advances: Enhance digital and menu innovation
Testing strategies aligns with enhancing digital and menu innovation.
Advances: Enhance digital and menu innovation
Testing new strategies aligns with digital and menu innovation.
Advances: Enhance digital and menu innovation
Testing strategies aligns with enhancing digital and menu innovation.
Advances: Enhance digital and menu innovation
Testing strategies aligns with enhancing digital and menu innovation.
Advances: Maintain flat comparable restaurant sales in 2026
Affirmation of growth story supports sales objectives.