COMPARE · Reviewed July 29, 2026
CMG vs EXPE
Verdict: Side-by-side breakdown using the Bull Rankings model. CMG scored 55.6, EXPE scored 68.5 — EXPE leads.
Compare another set
CMG
Chipotle Mexican Grill Inc
55.6
$38.84 · $49.9B
Score gap
12.9
EXPE leads
EXPE
Expedia Group, Inc.
68.5
$293.21 · $35.2B
fundamentals as of
The model, pillar by pillar (0–100 each)
CMG
stronger →← stronger
EXPE
81
Qualityreturns · margins · balance sheet
84
50
Growthrevenue & earnings expansion
50
43
Valuevaluation vs sector peers
77
EXPE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CMG
EXPE
$1.5bC+
FCF
$4.1bB
+5.7%C+
Rev
+10.0%B
1.79C
D/E
2.57C
30.0xC+
P/E
25.9xB
5.30D
PEG
0.91B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CMG
EXPE
103% above
Price vs fair valuelower is cheaper
47% below
~22%/yr
Growth the price implies10-yr FCF · lower = less priced in
~-6%/yr
-52%
1-yr DCF upside
+62%
-51%
5-yr DCF upside
+89%
-48%
10-yr DCF upside
+135%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CMG
Why this score
- Buying back stock
- Durable high returns
- Cyclical growth
EXPE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
The companies
CMGChipotle Mexican Grill Inc
Why now
Hotels, Restaurants & Leisure · market cap $49.9b. 17% off the 52-week high of $46.61.
Moat
ROE 48% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which.
Risk
Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
EXPEExpedia Group, Inc.
Why now
Travel Services · market cap $35.2b. 6% off the 52-week high of $312.40. Revenue growing +10%, comfortably above the S&P median. PEG 0.91 — paying under fair value for the growth rate. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $289.31 (implying -1% upside).
Moat
Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.57 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.