Chipotle Mexican Grill vs Yum! Brands
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KIRA’s take AI analyst
I put Chipotle Mexican Grill and Yum! Brands side by side, using each one’s latest annual report. Here is what stands out:
- Chipotle Mexican Grill is the larger business, with $11.9B of revenue in fiscal 2025 against $8.2B for Yum! Brands.
- Yum! Brands grew revenue faster (8.8%, against 5.4%).
- Yum! Brands kept more of each dollar of sales as operating profit (31.3% operating margin, against 16.2%).
- Yum! Brands turned more of its sales into free cash flow (20.0% FCF margin, against 12.1%).
- Chipotle Mexican Grill earned a higher return on the capital invested in it (73.7%, against 54.8%).
- Investors pay more for each dollar of Chipotle Mexican Grill’s earnings: a P/E of 26.1x against 18.8x for Yum! Brands.
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Chipotle Mexican Grill
CMG
4/9
5-year growthReturn on capitalNet debt / EBITDAShare count change
Yum! Brands
YUM
5/9
Revenue growthOperating marginNet marginFCF marginPiotroski F-score
Side by side
Best in the row
| Latest fiscal year | CMG FY25 | YUM FY25 |
|---|---|---|
| Size | ||
| Market cap | $36.3B | $41.4B |
| Revenue | $11.9B | $8.2B |
| Free cash flow | $1.4B | $1.6B |
| Net income | $1.5B | $1.6B |
| Growth | ||
| Revenue growth | 5.4% | 8.8% |
| 5-year growth | 14.8% | 7.8% |
| Share count change | −2.5% | −1.4% |
| Profitability | ||
| Gross margin | — | 69.8% |
| Operating margin | 16.2% | 31.3% |
| Net margin | 12.9% | 19.0% |
| FCF margin | 12.1% | 20.0% |
| Return on capital | 73.7% | 54.8% |
| Return on equity | 47.4% | — |
| Balance sheet | ||
| Net debt | −$1.0B | $11.3B |
| Net debt / EBITDA | −0.5x | 4.1x |
| Dividends and buybacks | $2.4B | $1.3B |
| Valuation & quality | ||
| P/E | 26.1x | 18.8x |
| Piotroski F-score | 4 | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.