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SG vs PTLO
Revenue, margins, valuation, and 5-year total return — side by side.
Restaurants
SG vs PTLO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Restaurants | Restaurants |
| Market Cap | $816M | $315M |
| Revenue (TTM) | $675M | $738M |
| Net Income (TTM) | $17M | $16M |
| Gross Margin | 10.9% | 29.0% |
| Operating Margin | -19.1% | 6.1% |
| Forward P/E | — | 20.3x |
| Total Debt | $354M | $999M |
| Cash & Equiv. | $89M | $20M |
SG vs PTLO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Nov 21 | May 26 | Return |
|---|---|---|---|
| Sweetgreen, Inc. (SG) | 100 | 18.0 | -82.0% |
| Portillo's Inc. (PTLO) | 100 | 10.7 | -89.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: SG vs PTLO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
SG is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.95, Low D/E 99.5%, current ratio 1.09x
- 2.5% margin vs PTLO's 2.1%
- 2.0% ROA vs PTLO's 1.0%, ROIC -14.1% vs 3.0%
PTLO carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- beta 1.35
- Rev growth 3.0%, EPS growth -41.3%, 3Y rev CAGR 7.6%
- -85.0% 10Y total return vs SG's -86.1%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 3.0% revenue growth vs SG's 0.4% | |
| Quality / Margins | 2.5% margin vs PTLO's 2.1% | |
| Stability / Safety | Beta 1.35 vs SG's 1.95 | |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | -61.4% vs SG's -61.6% | |
| Efficiency (ROA) | 2.0% ROA vs PTLO's 1.0%, ROIC -14.1% vs 3.0% |
SG vs PTLO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
SG vs PTLO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
PTLO leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
PTLO and SG operate at a comparable scale, with $738M and $675M in trailing revenue. Profitability is closely matched — net margins range from 2.5% (SG) to 2.1% (PTLO). On growth, PTLO holds the edge at +3.5% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $675M | $738M |
| EBITDAEarnings before interest/tax | -$54M | $75M |
| Net IncomeAfter-tax profit | $17M | $16M |
| Free Cash FlowCash after capex | -$121M | -$9M |
| Gross MarginGross profit ÷ Revenue | +10.9% | +29.0% |
| Operating MarginEBIT ÷ Revenue | -19.1% | +6.1% |
| Net MarginNet income ÷ Revenue | +2.5% | +2.1% |
| FCF MarginFCF ÷ Revenue | -17.9% | -1.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | -2.9% | +3.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +6.0% | -111.2% |
Valuation Metrics
PTLO leads this category, winning 2 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $816M | $315M |
| Enterprise ValueMkt cap + debt − cash | $1.1B | $1.3B |
| Trailing P/EPrice ÷ TTM EPS | -6.03x | 16.15x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 20.34x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | — | 16.11x |
| Price / SalesMarket cap ÷ Revenue | 1.20x | 0.43x |
| Price / BookPrice ÷ Book value/share | 2.28x | 0.62x |
| Price / FCFMarket cap ÷ FCF | — | — |
Profitability & Efficiency
SG leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
SG delivers a 4.0% return on equity — every $100 of shareholder capital generates $4 in annual profit, vs $3 for PTLO. SG carries lower financial leverage with a 1.00x debt-to-equity ratio, signaling a more conservative balance sheet compared to PTLO's 2.01x. On the Piotroski fundamental quality scale (0–9), PTLO scores 3/9 vs SG's 2/9, reflecting mixed financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +4.0% | +3.2% |
| ROA (TTM)Return on assets | +2.0% | +1.0% |
| ROICReturn on invested capital | -14.1% | +3.0% |
| ROCEReturn on capital employed | -15.8% | +3.7% |
| Piotroski ScoreFundamental quality 0–9 | 2 | 3 |
| Debt / EquityFinancial leverage | 1.00x | 2.01x |
| Net DebtTotal debt minus cash | $265M | $980M |
| Cash & Equiv.Liquid assets | $89M | $20M |
| Total DebtShort + long-term debt | $354M | $999M |
| Interest CoverageEBIT ÷ Interest expense | -2320.23x | 1.78x |
Total Returns (Dividends Reinvested)
Evenly matched — SG and PTLO each lead in 3 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in PTLO five years ago would be worth $1,498 today (with dividends reinvested), compared to $1,388 for SG. Over the past 12 months, PTLO leads with a -61.4% total return vs SG's -61.6%. The 3-year compound annual growth rate (CAGR) favors SG at -9.1% vs PTLO's -40.0% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -0.9% | -5.0% |
| 1-Year ReturnPast 12 months | -61.6% | -61.4% |
| 3-Year ReturnCumulative with dividends | -24.8% | -78.4% |
| 5-Year ReturnCumulative with dividends | -86.1% | -85.0% |
| 10-Year ReturnCumulative with dividends | -86.1% | -85.0% |
| CAGR (3Y)Annualised 3-year return | -9.1% | -40.0% |
Risk & Volatility
Evenly matched — SG and PTLO each lead in 1 of 2 comparable metrics.
Risk & Volatility
PTLO is the less volatile stock with a 1.35 beta — it tends to amplify market swings less than SG's 1.95 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. SG currently trades 36.9% from its 52-week high vs PTLO's 32.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.95x | 1.35x |
| 52-Week HighHighest price in past year | $18.63 | $13.55 |
| 52-Week LowLowest price in past year | $4.49 | $4.27 |
| % of 52W HighCurrent price vs 52-week peak | +36.9% | +32.2% |
| RSI (14)Momentum oscillator 0–100 | 57.9 | 31.9 |
| Avg Volume (50D)Average daily shares traded | 4.1M | 1.5M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates SG as "Hold" and PTLO as "Hold". Consensus price targets imply 58.7% upside for PTLO (target: $7) vs 9.3% for SG (target: $8).
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $7.51 | $6.92 |
| # AnalystsCovering analysts | 15 | 12 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | — | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
PTLO leads in 2 of 6 categories (Income & Cash Flow, Valuation Metrics). SG leads in 1 (Profitability & Efficiency). 2 tied.
SG vs PTLO: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is SG or PTLO a better buy right now?
For growth investors, Portillo's Inc.
(PTLO) is the stronger pick with 3. 0% revenue growth year-over-year, versus 0. 4% for Sweetgreen, Inc. (SG). Portillo's Inc. (PTLO) offers the better valuation at 16. 1x trailing P/E (20. 3x forward), making it the more compelling value choice. Analysts rate Sweetgreen, Inc. (SG) a "Hold" — based on 15 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — SG or PTLO?
Over the past 5 years, Portillo's Inc.
(PTLO) delivered a total return of -85. 0%, compared to -86. 1% for Sweetgreen, Inc. (SG). Over 10 years, the gap is even starker: PTLO returned -85. 0% versus SG's -86. 1%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — SG or PTLO?
By beta (market sensitivity over 5 years), Portillo's Inc.
(PTLO) is the lower-risk stock at 1. 35β versus Sweetgreen, Inc. 's 1. 95β — meaning SG is approximately 45% more volatile than PTLO relative to the S&P 500. On balance sheet safety, Sweetgreen, Inc. (SG) carries a lower debt/equity ratio of 100% versus 2% for Portillo's Inc. — giving it more financial flexibility in a downturn.
04Which is growing faster — SG or PTLO?
By revenue growth (latest reported year), Portillo's Inc.
(PTLO) is pulling ahead at 3. 0% versus 0. 4% for Sweetgreen, Inc. (SG). On earnings-per-share growth, the picture is similar: Portillo's Inc. grew EPS -41. 3% year-over-year, compared to -44. 3% for Sweetgreen, Inc.. Over a 3-year CAGR, SG leads at 13. 1% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — SG or PTLO?
Portillo's Inc.
(PTLO) is the more profitable company, earning 2. 6% net margin versus -19. 7% for Sweetgreen, Inc. — meaning it keeps 2. 6% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: PTLO leads at 7. 0% versus -16. 4% for SG. At the gross margin level — before operating expenses — PTLO leads at 39. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Is SG or PTLO more undervalued right now?
Analyst consensus price targets imply the most upside for PTLO: 58.
7% to $6. 92.
07Which pays a better dividend — SG or PTLO?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
08Is SG or PTLO better for a retirement portfolio?
For long-horizon retirement investors, Portillo's Inc.
(PTLO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding. Sweetgreen, Inc. (SG) carries a higher beta of 1. 95 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (PTLO: -85. 0%, SG: -86. 1%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
09What are the main differences between SG and PTLO?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: SG is a small-cap quality compounder stock; PTLO is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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