Chipotle Mexican Grill, Inc. vs J M Smucker Co — how do they compare? Chipotle Mexican Grill, Inc. trades at $36.46 (market cap $46.73B), while J M Smucker Co trades at $109.22 (market cap $11.63B). The key difference: Chipotle Mexican Grill, Inc. is far larger — about 4× J M Smucker Co's market cap, and J M Smucker Co pays a 4.04% dividend while Chipotle Mexican Grill, Inc. pays none. Which is the better fit depends on your goals.
| CMG | SJM | |
|---|---|---|
Market Cap | $46.73B | $11.63B |
Sector | Consumer Cyclical | Consumer Staples |
52-Week High | $53.95 | $117.05 |
52-Week Low | $28.17 | $89.53 |
Enterprise Value | $51.11B | $18.66B |
Dividend Yield | — | 4.04% |
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.
SJM trades at $110.53, down 0.96% on the day, with a bullish technical signal from moving averages and neutral oscillators. The company reported mixed earnings with Q4 2026 beating estimates but Q3 2025 missing, alongside a net loss of $1.23 billion in 2025. Recent news highlights Uncrustables as a growth driver, while the Twinkie acquisition faces challenges. Cash flow improved to a net positive $7.90 million in 2025, though debt-to-asset ratio rose to 43.71%.
Outlook is cautious with analyst consensus at Buy (51.61%) and a $123.18 price target, but risks include high debt, margin pressure, and FY2027 sales guidance down 3-4%. The dividend yield of about 1% offers income, but growth depends on coffee margin recovery and Uncrustables expansion amid competitive headwinds.
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 →J.M. Smucker is a packaged food company that primarily operates in the U.S. retail channel (87% of fiscal 2022 revenue), but also in U.S. food-service (7%), and international (6%). Its largest segment is pet food and treats (36% of 2022 revenue), with popular brands such as Milk-Bone, Meow Mix, 9Lives, Kibbles 'n Bits, Nature's Recipe, and Rachael Ray Nutrish. Its second-largest category is coffee (35% across channels) with the number-two brand Folgers and number-six Dunkin'. Other large categories are peanut butter (10%), with number-one Jif, fruit spreads (5%) with number-one Smucker's, and frozen hand-held foods (6%) with number-one Uncrustables.
Read more on SJM →