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Sweetgreen, Inc. (SG) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Sweetgreen, Inc.

SGMarket cap $1.09BPrice $9.1

Country🇺🇸United States

SectorConsumer

IndustryHotels & Leisure

Sells salads and grain bowls through fast-casual restaurants that swap fryers for veggie-forward menus and digital-first ordering. It pioneered the "better fast food" category, yet still hasn't turned a full-year profit since going public in 2021.

In Bastion Portfolios?

52W Return+25%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+1%3

Rev CAGR (3y)+6%4

Rev CAGR (5y)+6%6

Earnings Forecast

EPS Growth Y+10%5

EPS Growth Y+2Loss1

EPS Growth Y+3Loss1

Quality

Margins

EBIT Margin-18%1

Net Income Margin2%2

Free Cash Flow Margin-17%2

Debt

Net Debt/EBITDAna–

Efficiency

ROE3%2

ROA2%3

Earnings Stability22

GEAR+VERY WEAK3

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)na–

P/E Ratio (Forward 3y)na–

P/BV2.36

EV Multiples

EV/EBITDA Fwdna–

EV/EBIT Fwdna–

Yield

Free Cash Flow Yield-10.7%1

Dividend Yieldna–

Momentum

Short term

1 month return+34%10

3 month return+18%9

YTD return+35%9

Mid term

Price vs 52wHigh86%7

1 year return+18%7

Long term

3 year return-21%2

5 year return-82%1

Risk Shield

Price Risk

Beta1.71

Volatility76%1

Free Cash Flow

Free Cash Flow Margin-17%2

Free Cash Flow Yield-10.7%1

Quality

ROCE-17%1

Earnings Stability22

Net Debt/EBITDAna–

02Growth

Is it actually growing, and how fast?

SGSweetgreen

Revenue FY25$679M

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 6%/yr).

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE60 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+34%10

3-month return+18%9

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+18%7

3-year return-21%2

5-year return-82%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 18% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+34%), over three months (+18%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-21% over three years and -82% over five), behind 80% of the market.

BOTTOM LINE

Early Turnaround

A poor multi-year track record but a sharp recent rally. Momentum is turning up, yet the trend is young and unproven — it needs follow-through to confirm rather than fade. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Sweetgreen, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

SGSweetgreen

Revenue FY25$679M

GROWTH RATING↗

AVERAGE36 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+1%3

Revenue, next 3Y, CAGR+6%4

Revenue, next 5Y, CAGR+6%6

EARNINGS FORECAST▾SCORE

EPS growth, FY26E0%5

EPS growth, FY27ELoss1

EPS growth, FY28ELoss1

GROWTH ASSESSMENT

STRENGTHS

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

WATCH

A mid-pack grower, ahead of 36% of companies worldwide.

Revenue is set to grow 6%/yr over the next 3 years, a little behind the market.4/10

Revenue grew 13%/yr over the last 3 years; forecasts see it cooling to 6%/yr.

Over five years revenue is set to grow 6%/yr, ahead of 50% of companies worldwide.6/10

WEAKNESSES

Earnings are set to fall even as revenue grows (EPS about 0%/yr vs revenue 6%/yr).

BOTTOM LINE

Maturing Grower

A middle-of-the-pack grower that is slowing. The one thing to watch: earnings are forecast to fall.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE60 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+34%10

3-month return+18%9

YTD return+35%9

MID & LONG-TERM▾SCORE

% of 52-week high86%7

1-year return+18%7

3-year return-21%2

5-year return-82%1

MOMENTUM ASSESSMENT

STRENGTHS

It's up 18% over the past year, but 14% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+34%), over three months (+18%) and so far this year (+35%).

WATCH

None flagged.

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (-21% over three years and -82% over five), behind 80% of the market.

BOTTOM LINE

Early Turnaround

04Value

Are you paying a fair price for it?

Stop guessing on Sweetgreen, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community