SWEETGREEN INC - CLASS A (SG) Fundamental Analysis & Valuation

NYSE:SG • US87043Q1085

Current stock price

5.25 USD
+0.03 (+0.57%)
At close:
5.27 USD
+0.02 (+0.38%)
After Hours:

This SG fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

1

1. SG Profitability Analysis

1.1 Basic Checks

  • SG had negative earnings in the past year.
  • SG had a negative operating cash flow in the past year.
  • In the past 5 years SG always reported negative net income.
  • In multiple years SG reported negative operating cash flow during the last 5 years.
SG Yearly Net Income VS EBIT VS OCF VS FCFSG Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 50M -50M 100M -100M -150M

1.2 Ratios

  • SG has a worse Return On Assets (-17.01%) than 92.06% of its industry peers.
  • With a Return On Equity value of -37.65%, SG is not doing good in the industry: 65.08% of the companies in the same industry are doing better.
Industry RankSector Rank
ROA -17.01%
ROE -37.65%
ROIC N/A
ROA(3y)-13.6%
ROA(5y)-16.37%
ROE(3y)-27.13%
ROE(5y)-28.01%
ROIC(3y)N/A
ROIC(5y)N/A
SG Yearly ROA, ROE, ROICSG Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 -20 -40 -60

1.3 Margins

  • SG has a worse Gross Margin (24.86%) than 81.75% of its industry peers.
  • In the last couple of years the Gross Margin of SG has grown nicely.
  • SG does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.
Industry RankSector Rank
OM N/A
PM (TTM) N/A
GM 24.86%
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.23%
GM growth 5Y8.76%
SG Yearly Profit, Operating, Gross MarginsSG Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20 -20 -40 -60

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5

2. SG Health Analysis

2.1 Basic Checks

  • SG does not have a ROIC to compare to the WACC, probably because it is not profitable.
  • SG has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, SG has more shares outstanding
  • There is no outstanding debt for SG. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
SG Yearly Shares OutstandingSG Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 20M 40M 60M 80M 100M
SG Yearly Total Debt VS Total AssetsSG Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2B 4B 6B

2.2 Solvency

  • Based on the Altman-Z score of -0.56, we must say that SG is in the distress zone and has some risk of bankruptcy.
  • The Altman-Z score of SG (-0.56) is worse than 90.48% of its industry peers.
  • There is no outstanding debt for SG. This means it has a Debt/Equity and Debt/FCF ratio of 0 and it is amongst the best of the sector and industry.
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Altman-Z -0.56
ROIC/WACCN/A
WACC8.97%
SG Yearly LT Debt VS Equity VS FCFSG Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 500M 1B 1.5B 2B

2.3 Liquidity

  • SG has a Current Ratio of 1.09. This is a normal value and indicates that SG is financially healthy and should not expect problems in meeting its short term obligations.
  • SG's Current ratio of 1.09 is in line compared to the rest of the industry. SG outperforms 57.94% of its industry peers.
  • A Quick Ratio of 1.07 indicates that SG should not have too much problems paying its short term obligations.
  • With a decent Quick ratio value of 1.07, SG is doing good in the industry, outperforming 60.32% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.09
Quick Ratio 1.07
SG Yearly Current Assets VS Current LiabilitesSG Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M 400M 500M

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WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

4

3. SG Growth Analysis

3.1 Past

  • The earnings per share for SG have decreased strongly by -44.30% in the last year.
  • SG shows a small growth in Revenue. In the last year, the Revenue has grown by 0.39%.
  • The Revenue has been growing by 25.23% on average over the past years. This is a very strong growth!
EPS 1Y (TTM)-44.3%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-68%
Revenue 1Y (TTM)0.39%
Revenue growth 3Y13.06%
Revenue growth 5Y25.23%
Sales Q2Q%-3.55%

3.2 Future

  • Based on estimates for the next years, SG will show a small growth in Earnings Per Share. The EPS will grow by 7.96% on average per year.
  • The Revenue is expected to grow by 6.76% on average over the next years.
EPS Next Y28.96%
EPS Next 2Y15.99%
EPS Next 3Y14.13%
EPS Next 5Y7.96%
Revenue Next Year4.02%
Revenue Next 2Y6.21%
Revenue Next 3Y8.54%
Revenue Next 5Y6.76%

3.3 Evolution

  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
SG Yearly Revenue VS EstimatesSG Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 500M 1B 1.5B 2B 2.5B
SG Yearly EPS VS EstimatesSG Yearly EPS VS EstimatesYearly EPS VS Estimates 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 0 -2 -4

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0

4. SG Valuation Analysis

4.1 Price/Earnings Ratio

  • SG reported negative earnings for the last year, which makes the Price/Earnings Ratio negative.
  • Besides the negative Price/Earnings Ratio, also the Forward Price/Earnings Ratio is negative for SG. No positive earnings are expected for the next year.
Industry RankSector Rank
PE N/A
Fwd PE N/A
SG Price Earnings VS Forward Price EarningsSG Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 0 10 20 30 40

4.2 Price Multiples

Industry RankSector Rank
P/FCF N/A
EV/EBITDA N/A
SG Per share dataSG EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 0 2 4

4.3 Compensation for Growth

  • A more expensive valuation may be justified as SG's earnings are expected to grow with 14.13% in the coming years.
PEG (NY)N/A
PEG (5Y)N/A
EPS Next 2Y15.99%
EPS Next 3Y14.13%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. SG Dividend Analysis

5.1 Amount

  • SG does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

SG Fundamentals: All Metrics, Ratios and Statistics

SWEETGREEN INC - CLASS A

NYSE:SG (3/25/2026, 8:04:00 PM)

After market: 5.27 +0.02 (+0.38%)

5.25

+0.03 (+0.57%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryHotels, Restaurants & Leisure
Earnings (Last)02-26
Earnings (Next)N/A
Inst Owners89.53%
Inst Owner Change-3.4%
Ins Owners0.9%
Ins Owner Change0.3%
Market Cap623.70M
Revenue(TTM)679.47M
Net Income(TTM)-134.06M
Analysts74.55
Price Target7.96 (51.62%)
Short Float %21.92%
Short Ratio5.02
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-46.54%
Min EPS beat(2)-68.06%
Max EPS beat(2)-25.02%
EPS beat(4)1
Avg EPS beat(4)-36.1%
Min EPS beat(4)-68.06%
Max EPS beat(4)9.26%
EPS beat(8)1
Avg EPS beat(8)-30.25%
EPS beat(12)3
Avg EPS beat(12)-21.22%
EPS beat(16)5
Avg EPS beat(16)-16.81%
Revenue beat(2)0
Avg Revenue beat(2)-5.99%
Min Revenue beat(2)-6.82%
Max Revenue beat(2)-5.16%
Revenue beat(4)0
Avg Revenue beat(4)-5.1%
Min Revenue beat(4)-6.82%
Max Revenue beat(4)-2.2%
Revenue beat(8)1
Avg Revenue beat(8)-3.48%
Revenue beat(12)1
Avg Revenue beat(12)-3.56%
Revenue beat(16)1
Avg Revenue beat(16)-4.14%
PT rev (1m)-2.28%
PT rev (3m)-5.16%
EPS NQ rev (1m)-4.32%
EPS NQ rev (3m)-6.83%
EPS NY rev (1m)-0.37%
EPS NY rev (3m)-0.8%
Revenue NQ rev (1m)-8.15%
Revenue NQ rev (3m)-8.44%
Revenue NY rev (1m)-5.63%
Revenue NY rev (3m)-6.58%
Valuation
Industry RankSector Rank
PE N/A
Fwd PE N/A
P/S 0.92
P/FCF N/A
P/OCF N/A
P/B 1.75
P/tB 1.96
EV/EBITDA N/A
EPS(TTM)-1.14
EYN/A
EPS(NY)-0.81
Fwd EYN/A
FCF(TTM)-1.07
FCFYN/A
OCF(TTM)-0.11
OCFYN/A
SpS5.72
BVpS3
TBVpS2.68
PEG (NY)N/A
PEG (5Y)N/A
Graham NumberN/A
Profitability
Industry RankSector Rank
ROA -17.01%
ROE -37.65%
ROCE N/A
ROIC N/A
ROICexc N/A
ROICexgc N/A
OM N/A
PM (TTM) N/A
GM 24.86%
FCFM N/A
ROA(3y)-13.6%
ROA(5y)-16.37%
ROE(3y)-27.13%
ROE(5y)-28.01%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5YN/A
ROICexc growth 3YN/A
ROICexc growth 5YN/A
OM growth 3YN/A
OM growth 5YN/A
PM growth 3YN/A
PM growth 5YN/A
GM growth 3Y1.23%
GM growth 5Y8.76%
F-Score3
Asset Turnover0.86
Health
Industry RankSector Rank
Debt/Equity 0
Debt/FCF N/A
Debt/EBITDA N/A
Cap/Depr 159.78%
Cap/Sales 16.82%
Interest Coverage N/A
Cash Conversion N/A
Profit Quality N/A
Current Ratio 1.09
Quick Ratio 1.07
Altman-Z -0.56
F-Score3
WACC8.97%
ROIC/WACCN/A
Cap/Depr(3y)152.57%
Cap/Depr(5y)187.75%
Cap/Sales(3y)15.62%
Cap/Sales(5y)19.18%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)-44.3%
EPS 3YN/A
EPS 5YN/A
EPS Q2Q%-68%
EPS Next Y28.96%
EPS Next 2Y15.99%
EPS Next 3Y14.13%
EPS Next 5Y7.96%
Revenue 1Y (TTM)0.39%
Revenue growth 3Y13.06%
Revenue growth 5Y25.23%
Sales Q2Q%-3.55%
Revenue Next Year4.02%
Revenue Next 2Y6.21%
Revenue Next 3Y8.54%
Revenue Next 5Y6.76%
EBIT growth 1Y-34.34%
EBIT growth 3YN/A
EBIT growth 5YN/A
EBIT Next Year103.02%
EBIT Next 3Y32.56%
EBIT Next 5Y18.22%
FCF growth 1Y-160.21%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y-129.26%
OCF growth 3YN/A
OCF growth 5YN/A

SWEETGREEN INC - CLASS A / SG Fundamental Analysis FAQ

What is the ChartMill fundamental rating of SWEETGREEN INC - CLASS A (SG) stock?

ChartMill assigns a fundamental rating of 3 / 10 to SG.


Can you provide the valuation status for SWEETGREEN INC - CLASS A?

ChartMill assigns a valuation rating of 0 / 10 to SWEETGREEN INC - CLASS A (SG). This can be considered as Overvalued.


How profitable is SWEETGREEN INC - CLASS A (SG) stock?

SWEETGREEN INC - CLASS A (SG) has a profitability rating of 1 / 10.