Sweetgreen Stock Buy Hold or Sell Recommendation
| SG Stock | USD 40.98 1.45 3.42% |
Allowing for the 90-day total investment horizon and your way above-average risk tolerance, our recommendation regarding Sweetgreen is 'Cautious Hold'. Macroaxis provides Sweetgreen buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding SG positions.
Check out Sweetgreen Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Sweetgreen Stock please use our How to Invest in Sweetgreen guide. Note, we conduct extensive research on individual companies such as Sweetgreen and provide practical buy, sell, or hold advice based on investors' constraints. Sweetgreen. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in price.
Sweetgreen |
Execute Sweetgreen Buy or Sell Advice
The Sweetgreen recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Sweetgreen. Macroaxis does not own or have any residual interests in Sweetgreen or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Sweetgreen's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Good | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Hyperactively responds to market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Sweetgreen Trading Alerts and Improvement Suggestions
| Sweetgreen appears to be risky and price may revert if volatility continues | |
| The company generated the yearly revenue of 584.04 M. Annual Net Loss to common stockholders was (113.38 M) with gross profit of 71.99 M. | |
| Sweetgreen has a poor financial position based on the latest SEC disclosures | |
| Over 97.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Disposition of 1564 shares by Bornstein Julie of Sweetgreen at 42.57 subject to Rule 16b-3 |
Sweetgreen Returns Distribution Density
The distribution of Sweetgreen's historical returns is an attempt to chart the uncertainty of Sweetgreen's future price movements. The chart of the probability distribution of Sweetgreen daily returns describes the distribution of returns around its average expected value. We use Sweetgreen price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Sweetgreen returns is essential to provide solid investment advice for Sweetgreen.
| Mean Return | 0.39 | Value At Risk | -5.96 | Potential Upside | 6.33 | Standard Deviation | 3.98 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Sweetgreen historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Sweetgreen Stock Institutional Investors
| Shares | State Street Corp | 2024-06-30 | 2.2 M | Neuberger Berman Group Llc | 2024-06-30 | 2.1 M | Spyglass Capital Management Llc | 2024-09-30 | 2.1 M | Renaissance Technologies Corp | 2024-09-30 | 1.8 M | Two Sigma Investments Llc | 2024-09-30 | 1.7 M | Two Sigma Advisers, Llc | 2024-06-30 | 1.7 M | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 1.7 M | Dimensional Fund Advisors, Inc. | 2024-09-30 | 1.7 M | Nuveen Asset Management, Llc | 2024-06-30 | 1.4 M | Baillie Gifford & Co Limited. | 2024-09-30 | 12 M | Fmr Inc | 2024-09-30 | 9.8 M |
Sweetgreen Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (190K) | 211K | (283K) | (480K) | (686K) | (651.7K) | |
| Investments | (77.7M) | 29.9M | (97.5M) | (102.0M) | (112.0M) | (117.6M) | |
| Change In Cash | 62.1M | (146.6M) | 369.5M | (140.6M) | (74.4M) | (70.7M) | |
| Free Cash Flow | (81.9M) | (147.2M) | (157.3M) | (145.4M) | (69.3M) | (72.8M) | |
| Depreciation | 19.4M | 26.9M | 35.5M | 46.5M | 59.5M | 39.1M | |
| Other Non Cash Items | 376K | 440K | 24.5M | 45.6M | 39.7M | 21.7M | |
| Capital Expenditures | 44.7M | 56.9M | 92.8M | 102.3M | 95.8M | 71.9M | |
| Net Income | (67.9M) | (141.2M) | (153.2M) | (190.4M) | (113.4M) | (119.1M) | |
| End Period Cash Flow | 249.4M | 102.8M | 472.3M | 331.7M | 257.2M | 283.4M | |
| Change To Netincome | (126.1M) | (45M) | 53.0M | 94.1M | 108.3M | 113.7M |
Sweetgreen Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Sweetgreen or Hotels, Restaurants & Leisure sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Sweetgreen's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Sweetgreen stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | 0.13 | |
β | Beta against Dow Jones | 2.15 | |
σ | Overall volatility | 3.82 | |
Ir | Information ratio | 0.07 |
Sweetgreen Volatility Alert
Sweetgreen shows above-average downside volatility for the selected time horizon. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Sweetgreen's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Sweetgreen's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Sweetgreen Fundamentals Vs Peers
Comparing Sweetgreen's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Sweetgreen's direct or indirect competition across all of the common fundamentals between Sweetgreen and the related equities. This way, we can detect undervalued stocks with similar characteristics as Sweetgreen or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Sweetgreen's fundamental indicators could also be used in its relative valuation, which is a method of valuing Sweetgreen by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Sweetgreen to competition |
| Fundamentals | Sweetgreen | Peer Average |
| Return On Equity | -0.18 | -0.31 |
| Return On Asset | -0.0648 | -0.14 |
| Profit Margin | (0.13) % | (1.27) % |
| Operating Margin | (0.12) % | (5.51) % |
| Current Valuation | 4.99 B | 16.62 B |
| Shares Outstanding | 103.41 M | 571.82 M |
| Shares Owned By Insiders | 2.68 % | 10.09 % |
| Shares Owned By Institutions | 97.32 % | 39.21 % |
| Number Of Shares Shorted | 13.6 M | 4.71 M |
| Price To Earning | 250.00 X | 28.72 X |
| Price To Book | 10.59 X | 9.51 X |
| Price To Sales | 7.34 X | 11.42 X |
| Revenue | 584.04 M | 9.43 B |
| Gross Profit | 71.99 M | 27.38 B |
| EBITDA | (53.39 M) | 3.9 B |
| Net Income | (113.38 M) | 570.98 M |
| Cash And Equivalents | 331.61 M | 2.7 B |
| Cash Per Share | 3.69 X | 5.01 X |
| Total Debt | 302.87 M | 5.32 B |
| Debt To Equity | 0.44 % | 48.70 % |
| Current Ratio | 8.78 X | 2.16 X |
| Book Value Per Share | 4.01 X | 1.93 K |
| Cash Flow From Operations | 26.48 M | 971.22 M |
| Short Ratio | 4.25 X | 4.00 X |
| Earnings Per Share | (0.78) X | 3.12 X |
| Target Price | 41.6 | |
| Number Of Employees | 6.19 K | 18.84 K |
| Beta | 2.33 | -0.15 |
| Market Capitalization | 4.91 B | 19.03 B |
| Total Asset | 912.25 M | 29.47 B |
| Retained Earnings | (784.99 M) | 9.33 B |
| Working Capital | 184.53 M | 1.48 B |
| Net Asset | 912.25 M |
Note: Disposition of 200 shares by Adrienne Gemperle of Sweetgreen at 32.18 subject to Rule 16b-3 [view details]
Sweetgreen Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Sweetgreen . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 72925.58 | |||
| Daily Balance Of Power | (0.68) | |||
| Rate Of Daily Change | 0.97 | |||
| Day Median Price | 41.8 | |||
| Day Typical Price | 41.53 | |||
| Price Action Indicator | (1.55) | |||
| Period Momentum Indicator | (1.45) | |||
| Relative Strength Index | 54.7 |
About Sweetgreen Buy or Sell Advice
When is the right time to buy or sell Sweetgreen? Buying financial instruments such as Sweetgreen Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Sweetgreen in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Conservative Funds Thematic Idea Now
Conservative Funds
Funds or Etfs that invest using buy-and-hold investment strategy in companies with consistent growth over many years of operation. The Conservative Funds theme has 41 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Conservative Funds Theme or any other thematic opportunities.
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Check out Sweetgreen Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For more detail on how to invest in Sweetgreen Stock please use our How to Invest in Sweetgreen guide.You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Sweetgreen. If investors know Sweetgreen will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Sweetgreen listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share (0.78) | Revenue Per Share 5.896 | Quarterly Revenue Growth 0.13 | Return On Assets (0.06) | Return On Equity (0.18) |
The market value of Sweetgreen is measured differently than its book value, which is the value of Sweetgreen that is recorded on the company's balance sheet. Investors also form their own opinion of Sweetgreen's value that differs from its market value or its book value, called intrinsic value, which is Sweetgreen's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Sweetgreen's market value can be influenced by many factors that don't directly affect Sweetgreen's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Sweetgreen's value and its price as these two are different measures arrived at by different means. Investors typically determine if Sweetgreen is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Sweetgreen's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.