COMPARE · Reviewed August 7, 2026
CMG vs QSR
Verdict: Side-by-side breakdown using the Bull Rankings model. CMG scored 69.4, QSR scored 67.4 — CMG leads.
Compare another set
CMG
Chipotle Mexican Grill, Inc.
69.4
$32.79 · $41.5B
fundamentals as of
Score gap
2.0
CMG leads
QSR
Restaurant Brands International
67.4
$73.89 · $33.8B
fundamentals as of
The model, pillar by pillar (0–100 each)
CMG
stronger →← stronger
QSR
83
Qualityreturns · margins · balance sheet
77
81
Growthrevenue & earnings expansion
71
50
Valuevaluation vs sector peers
56
CMG is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CMG
QSR
$1.6bC+
FCF
$1.6bC+
+7.3%B
Rev
+6.5%C+
2.46C
D/E
2.86C
30.4xC+
P/E
18.6xB
2.02C
PEG
1.24B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
CMG
QSR
21% above
Price vs fair valuelower is cheaper
24% above
~16%/yr
Growth the price implies10-yr FCF · lower = less priced in
~11%/yr
-32%
1-yr DCF upside
-25%
-17%
5-yr DCF upside
-19%
+12%
10-yr DCF upside
-10%
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
QSR
Why this score
- Raising its dividend
The companies
CMGChipotle Mexican Grill, Inc.
Why now
Restaurants · market cap $41.5b. Down 26% from 52-week high of $44.27 — deep drawdown territory. 31 sell-side analysts rate this a Buy with a mean 1-yr target of $44.05 (implying +34% upside).
Moat
ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.46 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 30x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
QSRRestaurant Brands International
Why now
Restaurants · market cap $33.8b. 10% off the 52-week high of $81.96. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $85.04 (implying +15% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 96% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.86 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.