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CAVA Group, Inc. (CAVA) Analisi del titolo

Consumo Ciclico

CAVA Group, Inc.

$80.32

$-0.10 (-0.12%)

Ultimo aggiornamento: 26 maggio 2026

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Analisi

Panoramica dell'azienda

CAVA Group, Inc. owns and operates a chain of restaurants under the CAVA brand within the United States, while simultaneously distributing dips, spreads, and dressings through various grocery store channels. The company further supports its core operations by providing walk-the-line, online, and mobile ordering platforms to streamline customer interactions. Operating within the Consumer Cyclical sector and specifically in the Restaurants industry, the firm's positioning reflects sensitivity to discretionary consumer spending patterns. With a market capitalization of $10.03B and annual revenue reaching $1.18B, CAVA Group, Inc. employs a workforce of 13480 individuals, establishing itself as a significant player in the fast-casual dining landscape. These valuation and revenue figures indicate a substantial market presence, suggesting that the brand has achieved a level of consumer recognition and operational scale that commands a multi-billion dollar enterprise valuation.

Salute finanziaria

The company reported a Total Revenue of $1.18B over the trailing twelve months, generating a Net Income of $63.74M and an EBITDA of $133.87M. The substantial gap between the reported revenue and the relatively lower net income reveals a cost structure where operating expenses, likely including rent, labor, and supply chain costs, absorb the majority of gross proceeds before reaching the bottom line. Free Cash Flow stands at $-20,631,750, indicating that the company is currently burning cash, which suggests limited immediate financial flexibility for capital expenditures or acquisitions without external financing. The company maintains a Cash balance of $393.03M against a Total Debt of $466.25M, resulting in a Debt to Equity ratio of 59.80, which points to a balance sheet that is moderately leveraged rather than conservative. Despite the debt load, the Current Ratio of 2.65 indicates robust short-term liquidity, meaning the firm possesses ample current assets to cover its immediate obligations. Return on Equity is recorded at 8.6% while Return on Assets sits at 3.0%, metrics that collectively reveal how effectively management is deploying shareholder capital and utilizing total assets to generate profits, though the ROA suggests a lower efficiency in asset utilization relative to equity returns.

Valutazione del valore

The trailing twelve-month P/E Ratio is 159.54, while the Forward P/E is 120.17, a significant difference that implies the market expects earnings to decline or that current earnings are not yet reflective of future profitability trends. The Price to Book ratio is 12.83, indicating that the market is pricing the company at a significant premium over its book value, likely due to the brand's growth potential and intangible assets not fully captured on the balance sheet. Alternative valuation metrics such as the Price to Sales ratio of 8.50 and the EV/EBITDA of 75.44 suggest that investors are willing to pay a high multiple for sales and earnings, reflecting aggressive growth expectations despite current profitability constraints. Regarding price action, the 52-Week High is $101.50 and the 52-Week Low is $43.41, placing the stock at a position that reflects high volatility within its trading range over the past year. The Beta value of 2.04 indicates that the stock's price volatility is more than double that of the broader market, meaning it is highly sensitive to market movements and macroeconomic shifts affecting the restaurant sector.

Growth & Income

Revenue Growth over the last year is 20.9%, whereas Earnings Growth is -94.0%, demonstrating that earnings are growing significantly slower than revenue, which implies that profitability is being compressed by rising costs or one-time expenses. As a non-dividend payer, the company reports a Dividend Yield of N/A and a Payout Ratio of 0.0%, confirming that it reinvests all generated earnings back into business expansion, store openings, or operational improvements rather than distributing cash to shareholders. This strategy of retaining earnings supports the rapid top-line expansion observed in the revenue growth figures, prioritizing scale and market share over immediate income distribution to investors. Overall, the growth and income profile is characterized by aggressive sales expansion and zero dividend distribution, creating a high-risk, high-reward environment dependent on the restoration of earnings growth to match revenue performance.

Confronto con i concorrenti

CAVA Group, Inc. (CAVA) opera nel settore Ristoranti. Ecco come si confronta con i concorrenti più vicini per capitalizzazione di mercato:

Azienda Ticker Cap. di Mercato Rapporto P/E
CAVA Group, Inc. CAVA $9.36B 154.5
McDonald's Corporation MCD $198.42B 23.0
Starbucks Corporation SBUX $115.59B 77.4
Restaurant Brands International Inc. QSR.TO $47.51B 24.3

Il rapporto P/E medio del settore Ristoranti è 28.6x. CAVA Group, Inc. è scambiata a un P/E di 154.5.

Questa analisi è generata dall'AI solo a scopo informativo e non costituisce consulenza finanziaria. I dati potrebbero essere in ritardo o imprecisi. Effettua sempre le tue ricerche e consulta un consulente finanziario qualificato prima di prendere decisioni di investimento.

Informazioni su CAVA Group, Inc.

CAVA Group, Inc. owns and operates a chain of restaurants under the CAVA brand in the United States. It also offers dips, spreads, and dressings through grocery stores. In addition, the company provides walk-the-line, online, and mobile ordering platforms. CAVA Group, Inc. was founded in 2006 and is headquartered in Washington, District Of Columbia.

La descrizione dell'azienda è mostrata in inglese.

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Statistiche Chiave

Capitalizzazione
$9.36B
Rapporto P/E
154.46
Max 52 Sett.
$98.79
Min 52 Sett.
$43.41
Volume Medio
3.09M
Beta
1.91

Dati forniti da Yahoo Finance tramite yfinance. Aggiornato quotidianamente.

Info Azienda

Industria
Ristoranti
Borsa
NYSE
Paese
United States
Dipendenti
13,480