WallStSmart

Chipotle Mexican Grill Inc (CMG)vsYum China Holdings Inc (YUMC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Chipotle Mexican Grill Inc generates 0% more annual revenue ($12.14B vs $12.09B). CMG leads profitability with a 12.0% profit margin vs 7.8%. YUMC appears more attractively valued with a PEG of 1.27. YUMC earns a higher WallStSmart Score of 62/100 (C+).

CMG

Buy

54

out of 100

Grade: C-

Growth: 5.3Profit: 7.5Value: 4.3Quality: 5.0
Piotroski: 4/9Altman Z: 2.47

YUMC

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 6.0Value: 4.7Quality: 6.0
Piotroski: 5/9Altman Z: 2.54
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for CMG.

YUMCSignificantly Overvalued (-18.1%)

Margin of Safety

-18.1%

Fair Value

$47.52

Current Price

$48.39

$0.87 premium

UndervaluedFair: $47.52Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

CMG1 strengths · Avg: 10.0/10
Return on EquityProfitability
49.2%10/10

Every $100 of equity generates 49 in profit

YUMC0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

CMG4 concerns · Avg: 3.5/10
PEG RatioValuation
1.774/10

Expensive relative to growth rate

P/E RatioValuation
30.3x4/10

Premium valuation, high expectations priced in

Price/BookValuation
17.3x4/10

Trading at 17.3x book value

EPS GrowthGrowth
-17.9%2/10

Earnings declined 17.9%

YUMC1 concerns · Avg: 3.0/10
Profit MarginProfitability
7.8%3/10

7.8% margin — thin

Comparative Analysis Report

WallStSmart Research

Bull Case : CMG

The strongest argument for CMG centers on Return on Equity.

Bull Case : YUMC

PEG of 1.27 suggests the stock is reasonably priced for its growth.

Bear Case : CMG

The primary concerns for CMG are PEG Ratio, P/E Ratio, Price/Book. Debt-to-equity of 3.48 is elevated, increasing financial risk.

Bear Case : YUMC

The primary concerns for YUMC are Profit Margin.

Key Dynamics to Monitor

CMG carries more volatility with a beta of 1.06 — expect wider price swings.

YUMC is growing revenue faster at 9.7% — sustainability is the question.

CMG generates stronger free cash flow (471M), providing more financial flexibility.

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

Bottom Line

YUMC scores higher overall (62/100 vs 54/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

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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Yum China Holdings Inc

CONSUMER CYCLICAL · RESTAURANTS · USA

Yum China Holdings, Inc. owns, operates and franchises restaurants in China. The company is headquartered in Shanghai, China.

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