WallStSmart

Chagee Holdings Limited American Depositary Shares (CHA)vsChipotle Mexican Grill Inc (CMG)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chagee Holdings Limited American Depositary Shares generates 8% more annual revenue ($13.06B vs $12.14B). CMG leads profitability with a 12.0% profit margin vs 7.2%. CHA trades at a lower P/E of 17.5x. CMG earns a higher WallStSmart Score of 54/100 (C-).

CHA

Hold

46

out of 100

Grade: D+

Growth: 5.3Profit: 6.5Value: 6.0Quality: 9.0
Piotroski: 4/9Altman Z: 3.79

CMG

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 5.0Quality: 4.5
Piotroski: 4/9Altman Z: 2.47

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CHA4 strengths · Avg: 8.8/10
Altman Z-ScoreHealth
3.7910/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.179/10

Conservative balance sheet, low leverage

P/E RatioValuation
17.5x8/10

Attractively priced relative to earnings

Price/BookValuation
2.0x8/10

Reasonable price relative to book value

CMG1 strengths · Avg: 10.0/10
Return on EquityProfitability
60.3%10/10

Every $100 of equity generates 60 in profit

Areas to Watch

CHA4 concerns · Avg: 2.8/10
Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

EPS GrowthGrowth
-40.3%2/10

Earnings declined 40.3%

Free Cash FlowQuality
$02/10

Negative free cash flow — burning cash

CMG4 concerns · Avg: 3.5/10
PEG RatioValuation
1.734/10

Expensive relative to growth rate

P/E RatioValuation
29.6x4/10

Moderate valuation

Price/BookValuation
15.7x4/10

Trading at 15.7x book value

EPS GrowthGrowth
-17.9%2/10

Earnings declined 17.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : CHA

The strongest argument for CHA centers on Altman Z-Score, Debt/Equity, P/E Ratio.

Bull Case : CMG

The strongest argument for CMG centers on Return on Equity.

Bear Case : CHA

The primary concerns for CHA are Revenue Growth, Profit Margin, EPS Growth.

Bear Case : CMG

The primary concerns for CMG are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 2.18 is elevated, increasing financial risk.

Key Dynamics to Monitor

CMG is growing revenue faster at 7.4% — sustainability is the question.

Monitor RESTAURANTS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

CMG scores higher overall (54/100 vs 46/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Chagee Holdings Limited American Depositary Shares

CONSUMER CYCLICAL · RESTAURANTS · USA

Chagee Holdings Ltd. is a Shanghai-based company founded in 2017 by Jun Jie Zhang. It specializes in selling freshly made tea drinks—such as tea lattes, teapuccinos, iced teas, and other creative beverages—along with related products like raw materials, packaging, and teahouse equipment.

Chipotle Mexican Grill Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Chipotle Mexican Grill, Inc., often known simply as Chipotle, is an American chain of fast casual restaurants in the United States, United Kingdom, Canada, Germany, and France, specializing in tacos and Mission burritos that are made to order in front of the customer.

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