Is Sweetgreen Stock a Good Investment?
Sweetgreen Investment Advice | SG |
- Examine Sweetgreen's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Sweetgreen's leadership team and their track record. Good management can help Sweetgreen navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Hotels, Restaurants & Leisure space and any emerging trends that could impact Sweetgreen's business and its evolving consumer preferences.
- Compare Sweetgreen's performance and market position to its competitors. Analyze how Sweetgreen is positioned in terms of product offerings, innovation, and market share.
- Check if Sweetgreen pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Sweetgreen's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Sweetgreen stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Sweetgreen is a good investment.
Sell | Buy |
Strong Sell
Market Performance | Very Weak | Details | |
Volatility | Not too volatile | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Almost neglects market trends | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unavailable | Details |
Examine Sweetgreen Stock
Researching Sweetgreen's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings (P/E) ratio of 250.0. Sweetgreen recorded a loss per share of 0.79. The entity had not issued any dividends in recent years.
To determine if Sweetgreen is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Sweetgreen's research are outlined below:
| Sweetgreen generated a negative expected return over the last 90 days | |
| Sweetgreen has high historical volatility and very poor performance | |
| The company generated the yearly revenue of 676.83 M. Annual Net Loss to common stockholders was (90.37 M) with gross profit of 136.25 M. | |
| Over 98.0% of the company shares are owned by institutional investors | |
| Latest headline from gurufocus.com: Sweetgreen Opens Its 250th Location, First in Richmond, Virginia |
Sweetgreen Quarterly Cost Of Revenue |
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Sweetgreen uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Sweetgreen. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Sweetgreen's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 2nd of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Earnings surprises can significantly impact Sweetgreen's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Sweetgreen's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2024-08-08 | 2024-06-30 | -0.1 | -0.13 | -0.03 | 30 | ||
2023-07-27 | 2023-06-30 | -0.16 | -0.19 | -0.03 | 18 | ||
2021-11-18 | 2021-09-30 | -0.28 | -0.25 | 0.03 | 10 | ||
2022-11-08 | 2022-09-30 | -0.37 | -0.33 | 0.04 | 10 | ||
2024-11-08 | 2024-09-30 | -0.1119 | -0.0693 | 0.0426 | 38 | ||
2024-05-09 | 2024-03-31 | -0.18 | -0.23 | -0.05 | 27 | ||
2023-11-02 | 2023-09-30 | -0.16 | -0.21 | -0.05 | 31 | ||
2025-02-27 | 2024-12-31 | -0.1812 | -0.1276 | 0.0536 | 29 |
Sweetgreen Target Price Consensus
Sweetgreen target price is determined by taking all analyst projections and averaging them out. There is no one specific way to measure analysts' performance other than comparing it to past results via a very sophisticated attribution analysis. Sweetgreen's target price projections below should be used in combination with other traditional price prediction techniques such as stock price forecasting, investor sentiment analysis, technical analysis, earnings estimate, and various momentum models.
| 12 | Strong Buy |
Most Sweetgreen analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to help potential investors understand Sweetgreen stock's fair price compared to its market value. Analysts arrive at stock ratings after researching the public financial statements of Sweetgreen, talking to its executives and customers, or listening to those companies' conference calls.
Macroaxis Advice Exposure ValuationSweetgreen Target Price Projection
Sweetgreen's current and average target prices are 24.43 and 41.70, respectively. The current price of Sweetgreen is the price at which Sweetgreen is currently trading. On the other hand, Sweetgreen's target price is what analysts think the stock is worth or could sell for in the future. The more significant the discrepancy between the two prices, the more it stimulates investors to act.Current Price
Sweetgreen Market Quote on 20th of March 2025
Target Price
Analyst Consensus On Sweetgreen Target Price
Sweetgreen Analyst Ratings
Sweetgreen's analyst stock recommendations are determined by taking an average estimate of all analysts we track and classifying them as Strong Buy, Buy, Hold, Strong Sell, or Sell. Ratings generally communicate what analysts sense about Sweetgreen stock, and they use a lot of effort and time to analyze it and arrive at a rating. That suggests that analyst recommendations are the outcome of an objective and thorough examination of Sweetgreen's financials, market performance, and future outlook by experienced professionals. Sweetgreen's historical ratings below, therefore, can serve as a valuable tool for investors.Know Sweetgreen's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Sweetgreen is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sweetgreen backward and forwards among themselves. Sweetgreen's institutional investor refers to the entity that pools money to purchase Sweetgreen's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Geode Capital Management, Llc | 2024-12-31 | 2.3 M | Lord, Abbett & Co Llc | 2024-12-31 | 2.2 M | Dimensional Fund Advisors, Inc. | 2024-12-31 | 1.7 M | Massachusetts Financial Services Company | 2024-12-31 | 1.6 M | Gilder Gagnon Howe & Co Llc | 2024-12-31 | 1.2 M | Frontier Capital Management Co Inc | 2024-12-31 | 1.1 M | Point72 Asset Management, L.p. | 2024-12-31 | 1.1 M | Allspring Global Investments Holdings, Llc | 2024-12-31 | 1.1 M | Ameriprise Financial Inc | 2024-12-31 | 1.1 M | Baillie Gifford & Co Limited. | 2024-12-31 | 11.3 M | Fmr Inc | 2024-12-31 | 10.1 M |
Sweetgreen's market capitalization trends
The company currently falls under 'Mid-Cap' category with a market capitalization of 2.81 B.Market Cap |
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Sweetgreen's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.12) | (0.13) | |
| Return On Capital Employed | (0.13) | (0.14) | |
| Return On Assets | (0.11) | (0.12) | |
| Return On Equity | (0.27) | (0.26) |
Determining Sweetgreen's profitability involves analyzing its financial statements and using various financial metrics to determine if Sweetgreen is a good buy. For example, gross profit margin measures Sweetgreen's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Sweetgreen's profitability and make more informed investment decisions.
Evaluate Sweetgreen's management efficiency
Sweetgreen has Return on Asset (ROA) of (0.0664) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0664. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.1946) %, which implies that it produced no returns to current stockholders. Sweetgreen's management efficiency ratios could be used to measure how well Sweetgreen manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to -0.13. The current Return On Capital Employed is estimated to decrease to -0.14. At this time, Sweetgreen's Net Tangible Assets are most likely to increase significantly in the upcoming years. The Sweetgreen's current Fixed Asset Turnover is estimated to increase to 1.74, while Non Currrent Assets Other are projected to decrease to roughly 7.8 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 4.96 | 5.07 | |
| Tangible Book Value Per Share | 4.31 | 3.81 | |
| Enterprise Value Over EBITDA | (28.22) | (29.63) | |
| Price Book Value Ratio | 2.36 | 2.48 | |
| Enterprise Value Multiple | (28.22) | (29.63) | |
| Price Fair Value | 2.36 | 2.48 | |
| Enterprise Value | 1.5 B | 1.4 B |
At Sweetgreen, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.
Beta 2.452 |
Basic technical analysis of Sweetgreen Stock
As of the 20th of March, Sweetgreen has the Risk Adjusted Performance of (0.14), variance of 16.06, and Coefficient Of Variation of (616.21). In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sweetgreen, as well as the relationship between them. Please validate Sweetgreen coefficient of variation and maximum drawdown to decide if Sweetgreen is priced more or less accurately, providing market reflects its prevalent price of 24.43 per share. Given that Sweetgreen has information ratio of (0.15), we advise you to double-check Sweetgreen's current market performance to make sure the company can sustain itself at a future point.Sweetgreen's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sweetgreen insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sweetgreen's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sweetgreen insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Sweetgreen's Outstanding Corporate Bonds
Sweetgreen issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sweetgreen uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sweetgreen bonds can be classified according to their maturity, which is the date when Sweetgreen has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Sweetgreen's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Sweetgreen's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.14) | |||
| Market Risk Adjusted Performance | (1.38) | |||
| Mean Deviation | 3.14 | |||
| Coefficient Of Variation | (616.21) | |||
| Standard Deviation | 4.01 | |||
| Variance | 16.06 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.62) | |||
| Total Risk Alpha | (0.32) | |||
| Treynor Ratio | (1.39) | |||
| Maximum Drawdown | 16.63 | |||
| Value At Risk | (8.69) | |||
| Potential Upside | 5.41 | |||
| Skewness | (0.66) | |||
| Kurtosis | (0.04) |
| Risk Adjusted Performance | (0.14) | |||
| Market Risk Adjusted Performance | (1.38) | |||
| Mean Deviation | 3.14 | |||
| Coefficient Of Variation | (616.21) | |||
| Standard Deviation | 4.01 | |||
| Variance | 16.06 | |||
| Information Ratio | (0.15) | |||
| Jensen Alpha | (0.62) | |||
| Total Risk Alpha | (0.32) | |||
| Treynor Ratio | (1.39) | |||
| Maximum Drawdown | 16.63 | |||
| Value At Risk | (8.69) | |||
| Potential Upside | 5.41 | |||
| Skewness | (0.66) | |||
| Kurtosis | (0.04) |
Consider Sweetgreen's intraday indicators
Sweetgreen intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sweetgreen stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Sweetgreen Corporate Filings
F4 | 18th of March 2025 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
8K | 27th of February 2025 An amendment to a previously filed Form 8-K | ViewVerify |
8K | 26th of February 2025 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 7th of February 2025 Other Reports | ViewVerify |
Sweetgreen Stock media impact
Far too much social signal, news, headlines, and media speculation about Sweetgreen that are available to investors today. That information is available publicly through Sweetgreen media outlets and privately through word of mouth or via Sweetgreen internal channels. However, regardless of the origin, that massive amount of Sweetgreen data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Sweetgreen news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Sweetgreen relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Sweetgreen's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Sweetgreen alpha.
Sweetgreen Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Sweetgreen can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Sweetgreen Historical Investor Sentiment
Investor biases related to Sweetgreen's public news can be used to forecast risks associated with an investment in Sweetgreen. The trend in average sentiment can be used to explain how an investor holding Sweetgreen can time the market purely based on public headlines and social activities around Sweetgreen. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.
Sweetgreen's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Sweetgreen and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Sweetgreen news discussions. The higher the estimate score, the more favorable the investor's outlook on Sweetgreen.
Sweetgreen Maximum Pain Price Across April 17th 2025 Option Contracts
Sweetgreen's options can also be used to analyze investors' bias and current market sentiment in the context of behavioral finance. For example, Max pain usually refers to a trading concept that asserts that market manipulation can cause the market price of Sweetgreen close to the expiration of its current option contract to expire worthlessly. According to most research, about 35% of options are not executed, with roughly 50% traded out before expiration. So, Max pain occurs when market makers reach a net favorable position across all options at a strike price where option holders stand to lose the most money. By contrast, option sellers may reap the most after selling more options than buying, causing them to expire worthlessly. Please continue to view the detailed analysis of Sweetgreen's options.
Sweetgreen Corporate Management
| Michael Kotick | SVP Marketing | Profile | |
| Rossann Williams | Chief Officer | Profile | |
| Chad Brauze | Head Culinary | Profile | |
| Rebecca Nounou | Head Relations | Profile | |
| Daniel Shlossman | Chief Officer | Profile | |
| Christopher Tarrant | Senior Officer | Profile | |
| Jonathan Neman | Chairman, CoFounder | Profile |
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in 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. For more detail on how to invest in Sweetgreen Stock please use our How to Invest in Sweetgreen guide.You can also try the Price Ceiling Movement module to calculate and plot Price Ceiling Movement for different equity instruments.
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 (0.79) | Revenue Per Share | Quarterly Revenue Growth 0.051 | Return On Assets | Return On Equity |
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.
In summary, please note that there is a difference between Sweetgreen's value and its price, as these two are different measures arrived at by various 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.