Chipotle Mexican Grill vs Starbucks Corp

Chipotle Mexican Grill (CMG) is overvalued and Starbucks Corp (SBUX) is overvalued.

Both trade above our estimate of their intrinsic value. CMG is the closer of the two: -36%, against -185% for SBUX.

Values as of the 22 Sept 2026 close.

Chipotle Mexican Grill (CMG)

Discounting its cash flows at 9.8% (average of 3 methods) values the shares at $24.00; the price of $32.63 is 36% above that value, and 74% of that value comes from beyond year five.

Leak Score 74/100 on 9 of 12 signals

Starbucks Corp (SBUX)

Discounting its cash flows at 9.3% (average of 3 methods) values the shares at $33.32; the price of $95.11 is 185% above that value, and 75% of that value comes from beyond year five.

Leak Score 46/100 on 8 of 12 signals

MetricCMGSBUX
VerdictOvervaluedOvervalued
Price$32.63$95.11
Intrinsic value$24.00$33.32
Margin of safety-36%-185%
Leak Score74/100 (9/12)46/100 (8/12)
Market cap$41.3B$108.4B
Revenue growth, 5 years14.8%9.6%
Operating margin15.4%10.0%
Net margin11.4%5.2%
Return on equity49.6%
Debt to equity2.46
P/E30.1x54.8x
Forward P/E23.8x30.1x
P/B18.8x
Dividend yield2.6%

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