BROS vs CMG
Dutch Bros Inc. and Chipotle Mexican Grill, both Consumer Cyclical
Chipotle Mexican Grill is the larger company at $42B against $12B. On trailing earnings CMG is the cheaper of the two at a P/E of 34.3 against 80.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year CMG returned -13% against -27% for BROS.
| Figure | BROS | CMG |
|---|---|---|
| Last close | $51.23 | $37.35 |
| Market cap | $12B | $42B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 80.0 | 34.3 |
| 1-year return | -27% | -13% |
| 5-year return | n/a | +0.2% |
| Ryufin Smart Scoresector-relative, 1–10 | 5/10 | 5/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Dutch Bros Inc.
Revenue of $464M in Q1 2026, net income $16M. Its largest reported line is Company Operated Shops, 92% of the disclosed total.
Chipotle Mexican Grill
Revenue of $3.3B in Q2 2026, net income $404M. Its largest reported line is Food And Beverage, 99% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or read the correlation.