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Stock Comparison

SG vs PTLO vs SHAK vs CAVA vs CMG

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
SG
Sweetgreen, Inc.

Restaurants

Consumer CyclicalNYSE • US
Market Cap$816M
5Y Perf.-46.4%
PTLO
Portillo's Inc.

Restaurants

Consumer CyclicalNASDAQ • US
Market Cap$315M
5Y Perf.-80.6%
SHAK
Shake Shack Inc.

Restaurants

Consumer CyclicalNYSE • US
Market Cap$2.79B
5Y Perf.-10.9%
CAVA
CAVA Group, Inc.

Restaurants

Consumer CyclicalNYSE • US
Market Cap$9.82B
5Y Perf.+106.4%
CMG
Chipotle Mexican Grill, Inc.

Restaurants

Consumer CyclicalNYSE • US
Market Cap$43.33B
5Y Perf.-22.2%

SG vs PTLO vs SHAK vs CAVA vs CMG — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
SG logoSG
PTLO logoPTLO
SHAK logoSHAK
CAVA logoCAVA
CMG logoCMG
IndustryRestaurantsRestaurantsRestaurantsRestaurantsRestaurants
Market Cap$816M$315M$2.79B$9.82B$43.33B
Revenue (TTM)$675M$738M$1.49B$848M$12.14B
Net Income (TTM)$17M$16M$41M$38M$1.45B
Gross Margin10.9%29.0%7.5%67.4%36.1%
Operating Margin-19.1%6.1%4.3%4.7%15.8%
Forward P/E20.3x50.2x161.5x29.3x
Total Debt$354M$999M$902M$466M$9.85B
Cash & Equiv.$89M$20M$360M$283M$351M

SG vs PTLO vs SHAK vs CAVA vs CMGLong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

SG
PTLO
SHAK
CAVA
CMG
StockJun 23May 26Return
Sweetgreen, Inc. (SG)10053.6-46.4%
Portillo's Inc. (PTLO)10019.4-80.6%
Shake Shack Inc. (SHAK)10089.1-10.9%
CAVA Group, Inc. (CAVA)100206.4+106.4%
Chipotle Mexican Gr… (CMG)10077.8-22.2%

Price return only. Dividends and distributions are not included.

Quick Verdict: SG vs PTLO vs SHAK vs CAVA vs CMG

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: CMG leads in 3 of 7 categories (5-stock set), making it the strongest pick for profitability and margin quality and capital preservation and lower volatility. Portillo's Inc. is the stronger pick specifically for valuation and capital efficiency. SHAK and CAVA also each lead in at least one category. As sector peers, any of these can serve as alternatives in the same allocation.
SG
Sweetgreen, Inc.
The Consumer Cyclical Pick

Among these 5 stocks, SG doesn't own a clear edge in any measured category.

Best for: consumer cyclical exposure
PTLO
Portillo's Inc.
The Value Play

PTLO is the #2 pick in this set and the best alternative if value is your priority.

  • Lower P/E (20.3x vs 161.5x)
Best for: value
SHAK
Shake Shack Inc.
The Growth Play

SHAK ranks third and is worth considering specifically for growth exposure and sleep-well-at-night.

  • Rev growth 15.4%, EPS growth 354.2%, 3Y rev CAGR 17.1%
  • Lower volatility, beta 1.75, current ratio 1.76x
  • 15.4% revenue growth vs CAVA's -12.0%
Best for: growth exposure and sleep-well-at-night
CAVA
CAVA Group, Inc.
The Momentum Pick

CAVA is the clearest fit if your priority is momentum.

  • -9.9% vs SG's -61.6%
Best for: momentum
CMG
Chipotle Mexican Grill, Inc.
The Income Pick

CMG carries the broadest edge in this set and is the clearest fit for income & stability and long-term compounding.

  • beta 1.11
  • 267.2% 10Y total return vs CAVA's 93.1%
  • Beta 1.11, current ratio 1.23x
  • 12.0% margin vs PTLO's 2.1%
Best for: income & stability and long-term compounding
See the full category breakdown
CategoryWinnerWhy
GrowthSHAK logoSHAK15.4% revenue growth vs CAVA's -12.0%
ValuePTLO logoPTLOLower P/E (20.3x vs 161.5x)
Quality / MarginsCMG logoCMG12.0% margin vs PTLO's 2.1%
Stability / SafetyCMG logoCMGBeta 1.11 vs SG's 1.95
DividendsTieNone of these 5 stocks pay a meaningful dividend
Momentum (1Y)CAVA logoCAVA-9.9% vs SG's -61.6%
Efficiency (ROA)CMG logoCMG16.0% ROA vs PTLO's 1.0%, ROIC 15.3% vs 3.0%

SG vs PTLO vs SHAK vs CAVA vs CMG — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

SGSweetgreen, Inc.
FY 2025
Gift Card
100.0%$633,000
PTLOPortillo's Inc.
FY 2025
Gift Card
100.0%$4M
SHAKShake Shack Inc.
FY 2025
Shack Sales
96.3%$1.4B
Sales-Based Royalties
3.6%$52M
Initial Territory and Opening Fees
0.2%$3M
CAVACAVA Group, Inc.
FY 2025
Restaurant Revenue
100.0%$1.2B
CMGChipotle Mexican Grill, Inc.
FY 2025
Food and Beverage
99.5%$11.9B
Delivery Service
0.5%$60M

SG vs PTLO vs SHAK vs CAVA vs CMG — Financial Metrics

Side-by-side numbers across 5 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLCMGLAGGINGSHAK

Income & Cash Flow (Last 12 Months)

CMG leads this category, winning 3 of 6 comparable metrics.

CMG is the larger business by revenue, generating $12.1B annually — 18.0x SG's $675M. CMG is the more profitable business, keeping 12.0% of every revenue dollar as net income compared to PTLO's 2.1%. On growth, SHAK holds the edge at +14.3% YoY revenue growth, suggesting stronger near-term business momentum.

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
RevenueTrailing 12 months$675M$738M$1.5B$848M$12.1B
EBITDAEarnings before interest/tax-$54M$75M$173M$113M$2.3B
Net IncomeAfter-tax profit$17M$16M$41M$38M$1.5B
Free Cash FlowCash after capex-$121M-$9M$16M$26M$1.5B
Gross MarginGross profit ÷ Revenue+10.9%+29.0%+7.5%+67.4%+36.1%
Operating MarginEBIT ÷ Revenue-19.1%+6.1%+4.3%+4.7%+15.8%
Net MarginNet income ÷ Revenue+2.5%+2.1%+2.8%+4.5%+12.0%
FCF MarginFCF ÷ Revenue-17.9%-1.2%+1.1%+3.1%+12.4%
Rev. Growth (YoY)Latest quarter vs prior year-2.9%+3.5%+14.3%-125.0%+7.4%
EPS Growth (YoY)Latest quarter vs prior year+6.0%-111.2%-110.0%-127.3%-17.9%
CMG leads this category, winning 3 of 6 comparable metrics.

Valuation Metrics

PTLO leads this category, winning 4 of 6 comparable metrics.

At 16.1x trailing earnings, PTLO trades at a 90% valuation discount to CAVA's 156.5x P/E. On an enterprise value basis, PTLO's 16.1x EV/EBITDA is more attractive than CAVA's 77.5x.

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
Market CapShares × price$816M$315M$2.8B$9.8B$43.3B
Enterprise ValueMkt cap + debt − cash$1.1B$1.3B$3.3B$10.0B$52.8B
Trailing P/EPrice ÷ TTM EPS-6.03x16.15x63.53x156.52x29.18x
Forward P/EPrice ÷ next-FY EPS est.20.34x50.21x161.48x29.29x
PEG RatioP/E ÷ EPS growth rate0.82x
EV / EBITDAEnterprise value multiple16.11x17.31x77.54x22.25x
Price / SalesMarket cap ÷ Revenue1.20x0.43x1.93x11.58x3.63x
Price / BookPrice ÷ Book value/share2.28x0.62x5.23x12.79x15.78x
Price / FCFMarket cap ÷ FCF49.34x375.47x29.93x
PTLO leads this category, winning 4 of 6 comparable metrics.

Profitability & Efficiency

CMG leads this category, winning 4 of 9 comparable metrics.

CMG delivers a 48.4% return on equity — every $100 of shareholder capital generates $48 in annual profit, vs $3 for PTLO. CAVA carries lower financial leverage with a 0.60x debt-to-equity ratio, signaling a more conservative balance sheet compared to CMG's 3.48x. On the Piotroski fundamental quality scale (0–9), SHAK scores 7/9 vs SG's 2/9, reflecting strong financial health.

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
ROE (TTM)Return on equity+4.0%+3.2%+7.6%+4.9%+48.4%
ROA (TTM)Return on assets+2.0%+1.0%+2.2%+2.8%+16.0%
ROICReturn on invested capital-14.1%+3.0%+6.0%+5.0%+15.3%
ROCEReturn on capital employed-15.8%+3.7%+5.4%+4.9%+25.4%
Piotroski ScoreFundamental quality 0–923755
Debt / EquityFinancial leverage1.00x2.01x1.63x0.60x3.48x
Net DebtTotal debt minus cash$265M$980M$542M$183M$9.5B
Cash & Equiv.Liquid assets$89M$20M$360M$283M$351M
Total DebtShort + long-term debt$354M$999M$902M$466M$9.8B
Interest CoverageEBIT ÷ Interest expense-2320.23x1.78x16.87x
CMG leads this category, winning 4 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

CAVA leads this category, winning 5 of 6 comparable metrics.

A $10,000 investment in CAVA five years ago would be worth $19,306 today (with dividends reinvested), compared to $1,388 for SG. Over the past 12 months, CAVA leads with a -9.9% total return vs SG's -61.6%. The 3-year compound annual growth rate (CAGR) favors CAVA at 24.5% vs PTLO's -40.0% — a key indicator of consistent wealth creation.

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
YTD ReturnYear-to-date-0.9%-5.0%-17.0%+39.6%-11.3%
1-Year ReturnPast 12 months-61.6%-61.4%-32.1%-9.9%-35.6%
3-Year ReturnCumulative with dividends-24.8%-78.4%+3.5%+93.1%-18.2%
5-Year ReturnCumulative with dividends-86.1%-85.0%-22.6%+93.1%+16.7%
10-Year ReturnCumulative with dividends-86.1%-85.0%+98.2%+93.1%+267.2%
CAGR (3Y)Annualised 3-year return-9.1%-40.0%+1.1%+24.5%-6.5%
CAVA leads this category, winning 5 of 6 comparable metrics.

Risk & Volatility

Evenly matched — CAVA and CMG each lead in 1 of 2 comparable metrics.

CMG is the less volatile stock with a 1.11 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. CAVA currently trades 83.3% from its 52-week high vs PTLO's 32.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
Beta (5Y)Sensitivity to S&P 5001.95x1.35x1.75x1.83x1.11x
52-Week HighHighest price in past year$18.63$13.55$144.65$101.50$58.42
52-Week LowLowest price in past year$4.49$4.27$67.20$43.41$29.75
% of 52W HighCurrent price vs 52-week peak+36.9%+32.2%+47.9%+83.3%+56.9%
RSI (14)Momentum oscillator 0–10057.931.948.050.943.0
Avg Volume (50D)Average daily shares traded4.1M1.5M1.5M2.8M14.5M
Evenly matched — CAVA and CMG each lead in 1 of 2 comparable metrics.

Analyst Outlook

Insufficient data to determine a leader in this category.

Analyst consensus: SG as "Hold", PTLO as "Hold", SHAK as "Hold", CAVA as "Buy", CMG as "Buy". Consensus price targets imply 74.6% upside for SHAK (target: $121) vs -2.2% for CAVA (target: $83).

MetricSG logoSGSweetgreen, Inc.PTLO logoPTLOPortillo's Inc.SHAK logoSHAKShake Shack Inc.CAVA logoCAVACAVA Group, Inc.CMG logoCMGChipotle Mexican …
Analyst RatingConsensus buy/hold/sellHoldHoldHoldBuyBuy
Price TargetConsensus 12-month target$7.51$6.92$120.89$82.63$43.72
# AnalystsCovering analysts1512352367
Dividend YieldAnnual dividend ÷ price
Dividend StreakConsecutive years of raises0
Dividend / ShareAnnual DPS
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%0.0%0.0%+5.6%
Insufficient data to determine a leader in this category.
Key Takeaway

CMG leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). PTLO leads in 1 (Valuation Metrics). 1 tied.

Best OverallChipotle Mexican Grill, Inc. (CMG)Leads 2 of 6 categories
Loading custom metrics...

SG vs PTLO vs SHAK vs CAVA vs CMG: Key Questions Answered

10 questions · data-driven answers · updated daily

01

Is SG or PTLO or SHAK or CAVA or CMG a better buy right now?

For growth investors, Shake Shack Inc.

(SHAK) is the stronger pick with 15. 4% revenue growth year-over-year, versus -12. 0% for CAVA Group, Inc. (CAVA). 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 CAVA Group, Inc. (CAVA) a "Buy" — based on 23 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.

02

Which has the better valuation — SG or PTLO or SHAK or CAVA or CMG?

On trailing P/E, Portillo's Inc.

(PTLO) is the cheapest at 16. 1x versus CAVA Group, Inc. at 156. 5x. On forward P/E, Portillo's Inc. is actually cheaper at 20. 3x.

03

Which is the better long-term investment — SG or PTLO or SHAK or CAVA or CMG?

Over the past 5 years, CAVA Group, Inc.

(CAVA) delivered a total return of +93. 1%, compared to -86. 1% for Sweetgreen, Inc. (SG). Over 10 years, the gap is even starker: CMG returned +267. 2% 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.

04

Which is safer — SG or PTLO or SHAK or CAVA or CMG?

By beta (market sensitivity over 5 years), Chipotle Mexican Grill, Inc.

(CMG) is the lower-risk stock at 1. 11β versus Sweetgreen, Inc. 's 1. 95β — meaning SG is approximately 75% more volatile than CMG relative to the S&P 500. On balance sheet safety, CAVA Group, Inc. (CAVA) carries a lower debt/equity ratio of 60% versus 3% for Chipotle Mexican Grill, Inc. — giving it more financial flexibility in a downturn.

05

Which is growing faster — SG or PTLO or SHAK or CAVA or CMG?

By revenue growth (latest reported year), Shake Shack Inc.

(SHAK) is pulling ahead at 15. 4% versus -12. 0% for CAVA Group, Inc. (CAVA). On earnings-per-share growth, the picture is similar: Shake Shack Inc. grew EPS 354. 2% year-over-year, compared to -50. 9% for CAVA Group, Inc.. Over a 3-year CAGR, SHAK leads at 17. 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.

06

Which has better profit margins — SG or PTLO or SHAK or CAVA or CMG?

Chipotle Mexican Grill, Inc.

(CMG) is the more profitable company, earning 12. 9% net margin versus -19. 7% for Sweetgreen, Inc. — meaning it keeps 12. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CMG leads at 16. 9% versus -16. 4% for SG. At the gross margin level — before operating expenses — CAVA leads at 67. 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.

07

Is SG or PTLO or SHAK or CAVA or CMG more undervalued right now?

On forward earnings alone, Portillo's Inc.

(PTLO) trades at 20. 3x forward P/E versus 161. 5x for CAVA Group, Inc. — 141. 1x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for SHAK: 74. 6% to $120. 89.

08

Which pays a better dividend — SG or PTLO or SHAK or CAVA or CMG?

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.

09

Is SG or PTLO or SHAK or CAVA or CMG better for a retirement portfolio?

For long-horizon retirement investors, Chipotle Mexican Grill, Inc.

(CMG) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1. 11), +267. 2% 10Y return). 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 (CMG: +267. 2%, 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.

10

What are the main differences between SG and PTLO and SHAK and CAVA and CMG?

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; SHAK is a small-cap high-growth stock; CAVA is a small-cap quality compounder stock; CMG is a mid-cap quality compounder 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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SG

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  • Sector: Consumer Cyclical
  • Market Cap > $100B
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  • Sector: Consumer Cyclical
  • Market Cap > $100B
  • Gross Margin > 17%
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SHAK

Quality Business

  • Sector: Consumer Cyclical
  • Market Cap > $100B
  • Revenue Growth > 7%
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CAVA

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  • Sector: Consumer Cyclical
  • Market Cap > $100B
  • Gross Margin > 40%
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CMG

Steady Growth Compounder

  • Sector: Consumer Cyclical
  • Market Cap > $100B
  • Revenue Growth > 5%
  • Net Margin > 7%
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Beat Both

Find stocks that outperform SG and PTLO and SHAK and CAVA and CMG on the metrics below

Revenue Growth>
%
(SG: -2.9% · PTLO: 3.5%)
Net Margin>
%
(SG: 2.5% · PTLO: 2.1%)

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