SG Fundamental Analysis - SWEETGREEN INC - CLASS A

Fundamental Rating

Overall SG gets a fundamental rating of 2 out of 10. We evaluated SG against 132 industry peers in the Hotels, Restaurants & Leisure industry. While SG seems to be doing ok healthwise, there are quite some concerns on its profitability. SG is valued expensive and it does not seem to be growing.

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1. Profitability

1.1 Basic Checks

In the past year SG has reported negative net income.

SG had a positive operating cash flow in the past year.

SG had negative earnings in each of the past 5 years.

In multiple years SG reported negative operating cash flow during the last 5 years.

1.2 Ratios

The Return On Assets of SG (-13.75%) is worse than 84.85% of its industry peers.

With a Return On Equity value of -28.83%, SG perfoms like the industry average, outperforming 40.91% of the companies in the same industry.

		Industry Rank	Sector Rank
ROA	-13.75%
ROE	-28.83%
ROIC	N/A

ROA(3y)-14.91%

ROA(5y)-23.59%

ROE(3y)-26.31%

ROE(5y)-34.72%

ROIC(3y)N/A

ROIC(5y)N/A

1.3 Margins

SG's Gross Margin of 26.12% is on the low side compared to the rest of the industry. SG is outperformed by 78.79% of its industry peers.

In the last couple of years the Gross Margin of SG has remained more or less at the same level.

SG does not have Profit Margin and Operating Margin available, so we won't be analyzing them here.

		Industry Rank	Sector Rank
OM	N/A
PM (TTM)	N/A
GM	26.12%

OM growth 3YN/A

OM growth 5YN/A

PM growth 3YN/A

PM growth 5YN/A

GM growth 3Y2.09%

GM growth 5Y-0.69%

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ROA

ROE

ROIC

Operating and Profit Margin

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2. Health

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

SG has no outstanding debt. Therefor its Debt/Equity and Debt/FCF ratios are 0 and belong to the best of the industry.

2.2 Solvency

Based on the Altman-Z score of -0.10, we must say that SG is in the distress zone and has some risk of bankruptcy.

With a Altman-Z score value of -0.10, SG is not doing good in the industry: 83.33% of the companies in the same industry are doing better.

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 Rank	Sector Rank
Debt/Equity	0
Debt/FCF	N/A
Altman-Z	-0.1

ROIC/WACCN/A

WACC8.66%

2.3 Liquidity

A Current Ratio of 1.29 indicates that SG should not have too much problems paying its short term obligations.

SG's Current ratio of 1.29 is fine compared to the rest of the industry. SG outperforms 64.39% of its industry peers.

A Quick Ratio of 1.27 indicates that SG should not have too much problems paying its short term obligations.

With a decent Quick ratio value of 1.27, SG is doing good in the industry, outperforming 67.42% of the companies in the same industry.

		Industry Rank	Sector Rank
Current Ratio	1.29
Quick Ratio	1.27

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WACC

Debt/Equity

How to determine the health of a company

Altman-Z score

Show peers with great health

3. Growth

3.1 Past

The earnings per share for SG have decreased strongly by -25.97% in the last year.

The Revenue has been growing slightly by 2.43% in the past year.

Measured over the past years, SG shows a quite strong growth in Revenue. The Revenue has been growing by 19.81% on average per year.

EPS 1Y (TTM)-25.97%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%-72.22%

Revenue 1Y (TTM)2.43%

Revenue growth 3Y25.81%

Revenue growth 5Y19.81%

Sales Q2Q%-0.6%

3.2 Future

The Earnings Per Share is expected to grow by 5.95% on average over the next years.

SG is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 7.01% yearly.

EPS Next Y-4.42%

EPS Next 2Y6.44%

EPS Next 3Y7.84%

EPS Next 5Y5.95%

Revenue Next Year3.89%

Revenue Next 2Y10.37%

Revenue Next 3Y12.24%

Revenue Next 5Y7.01%

3.3 Evolution

The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.

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4. Valuation

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 Rank	Sector Rank
PE	N/A
Fwd PE	N/A

4.2 Price Multiples

		Industry Rank	Sector Rank
P/FCF	N/A
EV/EBITDA	N/A

4.3 Compensation for Growth

PEG (NY)N/A

PEG (5Y)N/A

EPS Next 2Y6.44%

EPS Next 3Y7.84%

More info and screens

Show best valued peers

5. Dividend

5.1 Amount

SG does not give a dividend.

		Industry Rank	Sector Rank
Dividend Yield	N/A

More info and screens

Find the best dividend stocks

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SWEETGREEN INC - CLASS A

NYSE:SG (11/28/2025, 8:00:36 PM)

After market: 6.5099 +0.02 (+0.31%)

6.49

-0.14 (-2.11%)

Chartmill FA Rating

GICS SectorConsumer Discretionary

GICS IndustryGroupConsumer Services

GICS IndustryHotels, Restaurants & Leisure

Earnings (Last)11-06 2025-11-06/amc

Earnings (Next)02-26 2026-02-26/amc

Inst Owners104.78%

Inst Owner Change-11.41%

Ins Owners0.96%

Ins Owner Change0.23%

Market Cap768.22M

Revenue(TTM)685.18M

Net Income(TTM)-113.37M

Analysts77.27

Price Target8.39 (29.28%)

Short Float %24.41%

Short Ratio3.88

Dividend

		Industry Rank	Sector Rank
Dividend Yield	N/A

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)-64.32%

Min EPS beat(2)-68.06%

Max EPS beat(2)-60.58%

EPS beat(4)1

Avg EPS beat(4)-33.54%

Min EPS beat(4)-68.06%

Max EPS beat(4)9.26%

EPS beat(8)2

Avg EPS beat(8)-27.1%

EPS beat(12)3

Avg EPS beat(12)-21.07%

EPS beat(16)5

Avg EPS beat(16)-19.5%

Revenue beat(2)0

Avg Revenue beat(2)-6.52%

Min Revenue beat(2)-6.82%

Max Revenue beat(2)-6.23%

Revenue beat(4)0

Avg Revenue beat(4)-4.69%

Min Revenue beat(4)-6.82%

Max Revenue beat(4)-2.2%

Revenue beat(8)1

Avg Revenue beat(8)-3.12%

Revenue beat(12)1

Avg Revenue beat(12)-3.77%

Revenue beat(16)2

Avg Revenue beat(16)-3.16%

PT rev (1m)-42.71%

PT rev (3m)-46.75%

EPS NQ rev (1m)-35.46%

EPS NQ rev (3m)-46.39%

EPS NY rev (1m)-3.71%

EPS NY rev (3m)-7.36%

Revenue NQ rev (1m)-6.91%

Revenue NQ rev (3m)-9.02%

Revenue NY rev (1m)-0.27%

Revenue NY rev (3m)-1.3%

Valuation

		Industry Rank	Sector Rank
PE	N/A
Fwd PE	N/A
P/S	1.12
P/FCF	N/A
P/OCF	369.87
P/B	1.95
P/tB	2.29
EV/EBITDA	N/A

EPS(TTM)-0.97

EYN/A

EPS(NY)-0.69

Fwd EYN/A

FCF(TTM)-0.92

FCFYN/A

OCF(TTM)0.02

OCFY0.27%

SpS5.79

BVpS3.32

TBVpS2.84

PEG (NY)N/A

PEG (5Y)N/A

Graham NumberN/A

Profitability

		Industry Rank	Sector Rank
ROA	-13.75%
ROE	-28.83%
ROCE	N/A
ROIC	N/A
ROICexc	N/A
ROICexgc	N/A
OM	N/A
PM (TTM)	N/A
GM	26.12%
FCFM	N/A

ROA(3y)-14.91%

ROA(5y)-23.59%

ROE(3y)-26.31%

ROE(5y)-34.72%

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 3Y2.09%

GM growth 5Y-0.69%

F-Score4

Asset Turnover0.83

Health

		Industry Rank	Sector Rank
Debt/Equity	0
Debt/FCF	N/A
Debt/EBITDA	N/A
Cap/Depr	157.19%
Cap/Sales	16.22%
Interest Coverage	N/A
Cash Conversion	N/A
Profit Quality	N/A
Current Ratio	1.29
Quick Ratio	1.27
Altman-Z	-0.1

F-Score4

WACC8.66%

ROIC/WACCN/A

Cap/Depr(3y)172.66%

Cap/Depr(5y)198.17%

Cap/Sales(3y)17.26%

Cap/Sales(5y)20.97%

Profit Quality(3y)N/A

Profit Quality(5y)N/A

High Growth Momentum

Growth

EPS 1Y (TTM)-25.97%

EPS 3YN/A

EPS 5YN/A

EPS Q2Q%-72.22%

EPS Next Y-4.42%

EPS Next 2Y6.44%

EPS Next 3Y7.84%

EPS Next 5Y5.95%

Revenue 1Y (TTM)2.43%

Revenue growth 3Y25.81%

Revenue growth 5Y19.81%

Sales Q2Q%-0.6%

Revenue Next Year3.89%

Revenue Next 2Y10.37%

Revenue Next 3Y12.24%

Revenue Next 5Y7.01%

EBIT growth 1Y-17.02%

EBIT growth 3YN/A

EBIT growth 5YN/A

EBIT Next Year113.85%

EBIT Next 3Y40.09%

EBIT Next 5Y20.5%

FCF growth 1Y4.04%

FCF growth 3YN/A

FCF growth 5YN/A

OCF growth 1Y235.75%

OCF growth 3YN/A

OCF growth 5YN/A

SWEETGREEN INC - CLASS A / SG FAQ

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

ChartMill assigns a fundamental rating of 2 / 10 to SG.

What is the valuation status for SG stock?

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.

Can you provide the financial health for SG stock?

The financial health rating of SWEETGREEN INC - CLASS A (SG) is 5 / 10.

Can you provide the expected EPS growth for SG stock?

The Earnings per Share (EPS) of SWEETGREEN INC - CLASS A (SG) is expected to decline by -4.42% in the next year.

SWEETGREEN INC - CLASS A (SG) Stock Fundamental Analysis

1. Profitability

1.1 Basic Checks

1.2 Ratios

1.3 Margins

More info and screens

2. Health

2.1 Basic Checks

2.2 Solvency

2.3 Liquidity

More info and screens

3. Growth

3.1 Past

3.2 Future

3.3 Evolution

More info and screens

4. Valuation

4.1 Price/Earnings Ratio

4.2 Price Multiples

4.3 Compensation for Growth

More info and screens

5. Dividend

5.1 Amount

More info and screens

SWEETGREEN INC - CLASS A / SG FAQ

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

What is the valuation status for SG stock?

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

Can you provide the financial health for SG stock?

Can you provide the expected EPS growth for SG stock?