Chipotle Mexican Grill, Inc. vs Walt Disney Co — how do they compare? Chipotle Mexican Grill, Inc. trades at $35.86 (market cap $46.73B), while Walt Disney Co trades at $96.58 (market cap $166.48B). The key difference: Walt Disney Co is far larger — about 3.6× Chipotle Mexican Grill, Inc.'s market cap, and Walt Disney Co pays a 1.56% dividend while Chipotle Mexican Grill, Inc. pays none. Which is the better fit depends on your goals.
| CMG | DIS | |
|---|---|---|
Market Cap | $46.73B | $166.48B |
Sector | Consumer Cyclical | Media |
52-Week High | $53.95 | $122.94 |
52-Week Low | $28.17 | $92.40 |
Enterprise Value | $51.11B | $208.16B |
Volume | — | 7,546,013 |
Dividend Yield | — | 1.56% |
Signals from Pluang's Aura AI — not financial advice
Chipotle Mexican Grill (CMG) trades at $36.63, up 3.91% with strong technical and fundamental momentum. The stock shows bullish technical signals with support at $36 and resistance at $37-38. Recent earnings beats and international expansion into Mexico highlight growth potential, though valuation remains elevated with a P/E of 33.61. Analyst consensus is strongly bullish with 70% buy ratings and a $40.43 price target.
CMG offers growth exposure through international expansion and operational excellence, but faces risks from premium valuation and margin pressures. Revenue growth has slowed to 5.3% in 2025 from 15.1% in 2023, while net margins declined to 12.87%. The stock's premium multiple requires sustained execution to justify current levels amid competitive and inflationary pressures.
Disney (DIS) trades at $96.01, up 0.4% today, with a bearish technical signal but strong fundamentals including three consecutive quarterly EPS beats. Revenue grew to $94.43B in 2025 with net income surging to $12.40B. The stock shows a P/E of 15.34 and P/S of 1.77, trading below the consensus price target of $125.60. Recent news highlights advertising opportunities from major events like the Super Bowl, though box office performance for new Star Wars film raises concerns.
Outlook remains positive with analyst consensus at Buy (61.9%) and a 31% upside to target, driven by earnings momentum and theme park investments. Risks include regulatory disputes with the FCC, streaming competition, and film profitability. Cash flow trends show operational strength but negative net flows from high investing activity.
Trailing returns across standard periods
Latest headlines on both assets
Chipotle Mexican Grill is the largest fast-casual chain restaurant in the United States, with systemwide sales of $7.5 billion in 2021. The Mexican concept is entirely company-owned, with a footprint of more than 3,000 stores, heavily indexed to the United States (though the firm maintains a small presence in Canada, the U.K., France, and Germany). Chipotle sells burritos, burrito bowls, tacos, quesadillas, and beverages, with a selling proposition built around competitive prices, high-quality food sourcing, speed of service, and convenience. The company generates its revenue entirely from restaurant sales and delivery fees.
Read more on CMG →The Walt Disney Company is an entertainment company with operations in media networks, park experiences & consumer products, studio entertainment and Direct-to-Consumer networks and channels. The Company serves customers worldwide.
Read more on DIS →