Chipotle Mexican Grill, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
Chipotle Mexican Grill, Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions
It's been a pretty great week for Chipotle Mexican Grill, Inc. (NYSE:CMG) shareholders, with its shares surging 11% to US$3,187 in the week since its latest quarterly results. Revenues were US$2.7b, approximately in line with expectations, although statutory earnings per share (EPS) performed substantially better. EPS of US$13.01 were also better than expected, beating analyst predictions by 11%. Earnings are an important time for investors, as they can track a company's performance, look at what the analysts are forecasting for next year, and see if there's been a change in sentiment towards the company. So we gathered the latest post-earnings forecasts to see what estimates suggest is in store for next year.
对于Chipotle Mexico Grill, Inc.（纽约证券交易所代码：CMG）的股东来说，这是相当不错的一周，自公布最新季度业绩以来，其股价在本周飙升了11％，至3,187美元。尽管法定每股收益（EPS）表现要好得多，但收入为27亿美元，大致符合预期。每股收益为13.01美元，也好于预期，比分析师的预测高出11％。对于投资者来说，盈利是一个重要时刻，因为他们可以追踪公司的业绩，查看分析师对明年的预测，看看对公司的情绪是否发生了变化。因此，我们收集了最新的财报后预测，以了解估计对明年的预测。
Taking into account the latest results, the consensus forecast from Chipotle Mexican Grill's 32 analysts is for revenues of US$11.4b in 2024. This reflects a decent 11% improvement in revenue compared to the last 12 months. Per-share earnings are expected to ascend 18% to US$55.62. Before this earnings report, the analysts had been forecasting revenues of US$11.2b and earnings per share (EPS) of US$53.37 in 2024. So the consensus seems to have become somewhat more optimistic on Chipotle Mexican Grill's earnings potential following these results.
考虑到最新业绩，Chipotle Mexico Grill的32位分析师的共识预测是，2024年的收入为114亿美元。这表明与过去12个月相比，收入增长了11％。每股收益预计将增长18％，至55.62美元。在本财报发布之前，分析师一直预测2024年的收入为112亿美元，每股收益（EPS）为53.37美元。因此，在这些业绩公布后，人们对Chipotle Mexico Grill的盈利潜力的共识似乎变得更加乐观了。
The analysts have been lifting their price targets on the back of the earnings upgrade, with the consensus price target rising 7.8% to US$3,176. The consensus price target is just an average of individual analyst targets, so - it could be handy to see how wide the range of underlying estimates is. There are some variant perceptions on Chipotle Mexican Grill, with the most bullish analyst valuing it at US$3,600 and the most bearish at US$1,950 per share. This shows there is still a bit of diversity in estimates, but analysts don't appear to be totally split on the stock as though it might be a success or failure situation.
在收益上调的背景下，分析师一直在提高目标股价，共识目标股价上涨7.8％，至3,176美元。共识目标股价只是个别分析师目标的平均值，因此——可以很方便地看到基础估计值的范围有多广。对Chipotle Mexico Grill的看法有所不同，最看涨的分析师将其估值为3600美元，最看跌的为每股1,950美元。这表明估值仍然存在一点差异，但分析师似乎对该股的看法并不完全分歧，好像这可能是成功或失败一样。
These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Chipotle Mexican Grill's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Chipotle Mexican Grill'shistorical trends, as the 15% annualised revenue growth to the end of 2024 is roughly in line with the 15% annual growth over the past five years. By contrast, our data suggests that other companies (with analyst coverage) in a similar industry are forecast to see their revenues grow 9.8% per year. So although Chipotle Mexican Grill is expected to maintain its revenue growth rate, it's definitely expected to grow faster than the wider industry.
这些估计很有趣，但是在查看预测与Chipotle Mexico Grill过去的表现以及与同一行业的同行进行比较时，可以更粗略地描述一些细节。我们可以从最新估计中推断，预测预计Chipotle Mexico Grill的历史趋势将延续，因为到2024年底的15％的年化收入增长与过去五年15％的年增长大致一致。相比之下，我们的数据表明，预计类似行业的其他公司（有分析师报道）的收入每年将增长9.8％。因此，尽管预计Chipotle Mexico Grill将保持其收入增长率，但其增长速度肯定会超过整个行业。
The Bottom Line
底线
The biggest takeaway for us is the consensus earnings per share upgrade, which suggests a clear improvement in sentiment around Chipotle Mexican Grill's earnings potential next year. Happily, there were no major changes to revenue forecasts, with the business still expected to grow faster than the wider industry. There was also a nice increase in the price target, with the analysts clearly feeling that the intrinsic value of the business is improving.
对我们来说，最大的收获是共识的每股收益上调，这表明人们对Chipotle Mexico Grill明年盈利潜力的看法明显改善。令人高兴的是，收入预测没有重大变化，预计该业务的增长速度仍将快于整个行业。目标股价也大幅提高，分析师显然认为该业务的内在价值正在提高。
With that in mind, we wouldn't be too quick to come to a conclusion on Chipotle Mexican Grill. Long-term earnings power is much more important than next year's profits. We have forecasts for Chipotle Mexican Grill going out to 2026, and you can see them free on our platform here.
考虑到这一点，我们不会很快就Chipotle Mexico Grill得出结论。长期盈利能力比明年的利润重要得多。我们预测Chipotle Mexico Grill将在2026年上市，你可以在这里在我们的平台上免费查看。
Even so, be aware that Chipotle Mexican Grill is showing 1 warning sign in our investment analysis , you should know about...
即便如此，请注意，Chipotle Mexico Grill在我们的投资分析中显示了1个警告信号，你应该知道...
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