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Sweetgreen, Inc.
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🏹 Trader: 🚀 Stage 2 + Near High 📈 Stage 2 🎯 Near 52W High | BRS 90 Elite View all →
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$1.2B
Market Cap
—
P/E
—
PEG
-23.6%
ROCE
-33.4%
ROE
1.00
D/E
-18.1%
OPM
-0.7%
% from 52W High
92
α RS
🔍 SG is showing a multi-screen setup because it matches 4 of 39 tracked screener presets, RS Rating is 92 (top decile vs market), it's within 0.7% of its 52-week high, and it has maintained a 11-day Near 52-Week High momentum persistence. The main caution: the deleveraging preset's Backtest win rate is only 34.6%. Net: Mixed signal stack, not a recommendation. ? Conviction RS Rating 52W High Momentum Streaks Backtest
Sources
Conviction 4/39 · RS Rating 92 · 0.7% from 52W high · Near 52-Week High streak: 11d · Backtest win rate 34.6%
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🌏 Global Investor Returns
Currency-adjusted total returns for SG including FX impact
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📈 Price History
Ratio Health
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— Average
— Poor
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📊 Peer Medians
About

Sweetgreen, Inc., together with its subsidiaries, operates fast food restaurants serving healthy food and beverages in the United States. It accepts orders through its online and mobile ordering platforms, as well as sells gift cards that do not have an expiration date and can be redeemed. The company was founded in 2006 and is headquartered in Los Angeles, California.

Key Ratios Snapshot
📈 Growth Pattern
📊 Quick Scorecard
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Manager Shares Value % of Fund Period
Steve Cohen Point72 Asset Management 1.24M $6.4M 0.01% Mar 2026

SEC Form 13F data. 45-day lag from quarter end.

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✓ 📞 Earnings Call Transcripts (5 quarters) submit a missing quarter
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📞 Earnings Call Transcripts (5)
Q2 2026 Q2 2026 2026-08-06
Q2 2026 revenue grew 4% to $192.7M, but comparable sales fell 6.2% due to lower transactions and mix. Operational improvements drove sequential transaction gains, but food safety concerns impacted July comps and full-year guidance.
Q1 2026 Q1 2026 2026-05-07
Q1 2026 saw revenue decline and negative comps due to tough comparisons and weather, but operational improvements and the national wraps launch drove better traffic trends into April. Full-year guidance was reiterated, with margin and EBITDA expected to improve as transformation efforts continue.
Q4 2025 Q4 2025 2026-02-26
Revenue for FY25 was $679.5M with a 7.9% comp sales decline and a $49.7M Q4 net loss. Operational improvements, menu innovation, and digital engagement are underway, with 2026 guidance for a 2–4% same-store sales decline and margin recovery.
Q3 2025 Q3 2025 2025-11-06
Q3 saw a 9.5% same-store sales decline and a net loss of $36.1 million, driven by softness in key markets and among younger consumers. The sale of the Spice unit will add $100 million in liquidity, while 2025 guidance anticipates continued negative comps and margin pressure.
Q2 2025 Q2 2025 2025-08-07
Q2 2025 saw modest revenue growth but a 7.6% same-store sales decline, with margins and adjusted EBITDA down year-over-year due to external headwinds and loyalty program changes. Operational improvements, menu innovation, and Infinite Kitchen expansion are expected to drive recovery and long-term growth.
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📊 Analysis Methodology

This comprehensive investment analysis was conducted using The Finmagine™ Stock Analysis & Ranking Methodology, a proprietary framework that systematically evaluates stocks across five critical dimensions: Financial Health, Growth Prospects, Competitive Positioning, Management Quality, and Valuation.

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Financial Model
Projections are built from each company's audited annual financials (Income Statement, Balance Sheet, Cash Flow) over the last 5 fiscal years. Forward assumptions — revenue growth %, EBITDA margin, D&A (USD millions), interest expense, tax rate, and capex — are AI-generated using historical context and refreshed twice a year: after the December results season and after the September/Q4 results season.

DCF Valuation
Fair Value = Σ(FCFt / (1+WACC)t) + Terminal Value. Terminal Value uses the Gordon Growth Model: FCF5 × (1+g) / (WACC−g). Default WACC: 10% (US risk-free ~4.5%, equity risk premium ~5.5%). Default terminal growth: 3% (long-run US nominal GDP proxy).

CAGR Tracker
Expected 5-year CAGR = (DCF Fair Value / Current Price)1/5 − 1. Assumes fair value is reached in exactly 5 years — a mechanical estimate only.

Data Sources & Limitations
Financial statements sourced from public filings. Prices updated daily. Forward assumptions are AI-generated. All monetary values in USD millions. Non-US ADR companies may have currency conversion inaccuracies. Models are point-in-time and do not update intra-quarter or account for M&A, macro shocks, or extraordinary items.

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Investment Risk:
Investing in securities, including US equities and ETFs, involves inherent risks including the potential loss of principal. All investments are subject to market fluctuations, economic conditions, regulatory changes, and other factors that may affect their value. Past performance is not indicative of future results. This analysis is provided for informational and educational purposes only and should not be construed as investment advice under any circumstances.

No Investment Recommendation:
This analysis does not constitute, nor should it be interpreted as, an offer, solicitation, or recommendation to buy, sell, or hold any securities or financial products. Investors are strongly advised to conduct their own independent research and due diligence and to consult with a licensed financial advisor or an SEC-registered investment adviser before making any investment decisions, taking into account their individual financial situation, risk tolerance, and investment objectives.

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Information Sources:
The analysis is based on publicly available information including SEC filings (10-K, 10-Q), annual reports, management commentary, and publicly available financial data. Information is believed to be accurate as of the date of publication but may be subject to change without notice. Readers are encouraged to independently verify all information before acting upon it.

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