CHIPOTLE MEXICAN GRILL, INC. vs Yum China Holdings, Inc., two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CMG and YUMC diverge most: on p/b, CMG reads 21.66 and YUMC reads 2.79; on return on equity, CMG reads 64.5% and YUMC reads 15.5%. The rest of the comparable metrics sit closer together. What CMG's price implies is a somewhat stretched bet versus history (whole-company basis). What YUMC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CMG | YUMC |
|---|---|---|
| Price | $37.25 | $48.20 |
| Market cap | $47.6B | $17.1B |
| Sector | Restaurants | Restaurants |
| Stage | Mature | Mature |
| Implied growth (priced in) | — | -3.5% |
| P/E | 34.2 | 18.5 |
| P/B | 21.66 | 2.79 |
| P/S | 3.84 | 1.41 |
| EV/EBITDA | 21.6 | 9.3 |
| Revenue growth | +7.3% | +6.7% |
| Operating margin | 15.7% | 13.7% |
| Net margin | 11.4% | 7.8% |
| Return on equity | 64.5% | 15.5% |
| Return on assets | 16.0% | 8.7% |
| Return on invested capital | 62.6% | 15.9% |
| FCF yield | 3.3% | 5.5% |
| Dividend yield | — | 2.0% |
| Debt / equity | 0.00 | 0.00 |
| Current ratio | 0.72 | 1.01 |
| Altman Z (solvency) | 5.83 | 3.65 |
| Piotroski F (quality) | 8 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.