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Chipotle Mexican Grill vs lululemon athletica: Which Stock Looks Stronger in 2026?

lululemon athletica holds the cleaner structural position, with the lead spread across profitability and growth. Chipotle Mexican Grill still has the edge on growth, which keeps the comparison from looking entirely one-sided. Both sides have seen trend damage — neither carries a clear market edge right now. With both trends damaged, the structural comparison carries most of the weight here.

The comparison is based on similar long-term financial trajectories, not sector labels.

Updated 2026-04-05

The clearest score difference appears in profitability. The overall score gap is 16 points in favour of lululemon athletica inc..

Trajectory Similarity
0.81
Similar
Peer-set rank: #2
within Chipotle Mexican Grill, Inc.'s functional peer set

This pair is matched through long-term financial trajectory similarity within the selected peer universe.

The pair sits on a clearly comparable long-term path, though it is not a near-twin match.

The clearest structural overlap shows up in margin consistency and capital structure.

Similarity drivers
margin consistencycapital structure
How to read the score
0.85–1.00 · Very similar0.70–0.84 · Similar0.55–0.69 · Moderately similarbelow 0.55 · Loose match
Peer-Relative Score
CMG
Chipotle Mexican Grill, Inc.
45
Peer-Score
Signal qualityMedium
vs
LULU
lululemon athletica inc.
61
Peer-Score
Signal qualityMedium

Scores reflect position relative to comparable companies with similar long-term financial trajectories.

Score differences across key dimensions.

Dimension spread: CMG vs LULU Profitability 40 83 Stability 27 33 Valuation 59 86 Growth 47 18 CMG LULU
Gap Ranking
#1 Profitability +43
#2 Growth +29
#3 Valuation +27
#4 Stability +6
Price Setup

Left means cheaper relative valuation. Higher means stronger structure.

Price setup map for CMG and LULU Stronger + cheaper Stronger + richer Weaker + cheaper Weaker + richer CMGLULU Relative valuation Structural strength

The two profiles are relatively close, but the price setup still leans toward lululemon athletica inc..

Valuation position uses peer-relative PE percentile (idx_pct_pe) where available.

Relative Position vs Comparable Companies
Profitability
Both rank well on profitability, but lululemon athletica inc. still holds a clear edge.
Growth
Growth also leans toward Chipotle Mexican Grill, Inc., reinforcing the broader structural lead.
Profitability — Dominant Gap
CMG
40
LULU
83
Gap+43in favour of LULU

The profitability lead is mainly driven by a 7.1-point operating margin advantage.

What keeps the gap from being one-sided

Earnings growth also leans the other way, which keeps the score lead from reading as a full growth sweep.

What this means for the comparison

Profitability settles the comparison, while pricing and growth keep the broader setup from looking fully aligned.

Explore full peer positioning in AssetNext

Break down the CMG vs LULU comparison across all dimensions with the full interactive tool.

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Other comparisons with conflicting dimension signals

Explore how CMG and LULU each compare against other companies in their peer groups.

Rule-based, descriptive analysis only. Derived from peer percentile dimensions. Not investment advice. Peer groups are determined algorithmically based on structural similarity — not by sector classification alone.

How AssetNext Peer Scores Work

AssetNext scores reflect each company's structural position within its functional peer group — not a ranking against all stocks simultaneously. Peers are identified by similarity across eight financial dimensions, including revenue growth trajectory, margin structure, capital intensity, and earnings stability. A score of 75 means the company ranks in the top quartile within its own peer group, not the entire market.

Four dimension scores drive the overall peer score: Growth (revenue trajectory and expansion dynamics), Quality (margin structure and capital efficiency), Valuation (peer-relative pricing on standard multiples), and Stability (earnings consistency and financial predictability). Each dimension is scored 0–100 relative to the peer group, then combined into an overall peer score using equal weighting.

Scores are recalculated periodically as underlying financial data is updated. All analysis is descriptive and rule-based — AssetNext describes structural realities and never issues buy, sell or hold recommendations.