Chipotle Mexican Grill vs PepsiCo: Business Model & Financial Comparison 2026
Chipotle Mexican Grill · Consumer Cyclical / Restaurants·PepsiCo · Consumer Defensive / Beverages - Non-Alcoholic
Financial Comparison
| Metric | CMGChipotle Mexican Grill | PEPPepsiCo |
|---|---|---|
| Market Cap | $44.76B | $218.98B |
| Revenue (TTM) | $11.93B | $93.92B |
| Revenue Growth | 4.9% | 5.6% |
| Gross Margin | 40.1% | 54.5% |
| Operating Margin | 15.2% | 14.1% |
| Net Margin | 12.9% | 8.8% |
| Return on Equity | 47.4% | 42.8% |
| P/E (Trailing) | 29.7x | 26.6x |
| P/E (Forward) | 24.7x | 17.5x |
| Free Cash Flow | $1.01B | $8.23B |
| Cash | $1.05B | $9.53B |
| Total Debt | $5.08B | $53.03B |
Data sourced from Yahoo Finance. Green highlights indicate better performance for that metric. Use the interactive tool for real-time data.
Business Model Comparison
Chipotle Mexican Grill
Chipotle Mexican Grill is a leading company in the fast casual restaurants industry. Chipotle Mexican Grill operates approximately 3,700 restaurants in the United States and internationally, generating approximately $11.3 billion in revenue in fiscal year 2024. The Newport Beach-based chain has become the defining success story of fast-casual dining — a category that sits between fa
Full Chipotle Mexican Grill analysis →PepsiCo
PepsiCo, Inc. stands as a leading company in Consumer Defensive. Generating $93.92 billion in annual revenue (growing 5.6% year-over-year) and carrying a market capitalization of $219.73 billion, the company has cemented its position as a foundational player in the global Beverages - Non-Alcoholic landscape. Under the leadership of its leadership team, PepsiCo, Inc. continues to execute on a multi-year strategic vision that balances growth invest…
Full PepsiCo analysis →SWOT Analysis Comparison
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- With a market capitalization of $219.73B, PepsiCo, Inc. is one of the largest companies in its sector, providing the scale advantages of brand recognition, supplier leverage, and capital access that s
- PepsiCo, Inc.'s gross margin of 54.5% is well above industry averages, reflecting pricing power, operational efficiency, or a high-value product mix. The operating margin of 14.1% demonstrates discipl
- A return on equity of 42.8% demonstrates that PepsiCo, Inc. generates strong returns from shareholder capital, a hallmark of companies with durable competitive advantages.
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- With a debt-to-equity ratio of 258.1, PepsiCo, Inc. carries significant debt relative to equity. While manageable given its cash flow, elevated leverage limits financial flexibility and increases vuln
- With 306,000 employees globally, PepsiCo, Inc. faces inherent challenges in agility, decision-making speed, and maintaining a consistent culture across geographies — advantages that smaller, nimbler c
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- PepsiCo, Inc. operates in the Beverages - Non-Alcoholic segment of the broader Consumer Defensive sector, which represents a $12 trillion global consumer staples market. Even modest share gains in thi
- Emerging markets — particularly India (1.4B people, rapidly growing middle class), Southeast Asia (700M people), and Sub-Saharan Africa — represent significant untapped addressable markets for PepsiCo
- Earnings growth of 67.5% YoY demonstrates PepsiCo, Inc.'s ability to convert revenue growth into shareholder value. Analysts project continued earnings expansion driven by operating leverage as fixed
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- Global economic slowdowns, inflation, or rising interest rates can reduce consumer and enterprise spending. PepsiCo, Inc.'s revenue is not fully insulated from macroeconomic cycles, and a recession sc
- Increasing government regulation — particularly data privacy laws (GDPR, CCPA), antitrust enforcement, and trade restrictions — poses compliance costs and potential restrictions on PepsiCo, Inc.'s bus
- Competition for skilled technology, engineering, and management talent remains intense. High employee turnover or inability to attract top talent could slow innovation and execution — particularly cri
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Open Comparison ToolChipotle Mexican Grill vs PepsiCo: FAQ
- Is Chipotle Mexican Grill bigger than PepsiCo?
- By market capitalization, PepsiCo is larger at $218.98B vs Chipotle Mexican Grill's $44.76B.
- Which has better profit margins — Chipotle Mexican Grill or PepsiCo?
- Chipotle Mexican Grill has higher net profit margins (12.9%) compared to PepsiCo (8.8%). Gross and operating margins are compared in the table above.
- What sectors do Chipotle Mexican Grill and PepsiCo operate in?
- Chipotle Mexican Grill operates in the Consumer Cyclical sector (Restaurants). PepsiCo operates in the Consumer Defensive sector (Beverages - Non-Alcoholic).
- How does Chipotle Mexican Grill's revenue compare to PepsiCo's?
- Chipotle Mexican Grill generates $11.93B in annual revenue (TTM) while PepsiCo generates $93.92B. PepsiCo is the larger company by revenue as of 2026.