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Upturn AI Summary - About
CAVA Group, Inc.(CAVA)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CAVA
11/09/2026: CAVA (1-star) has a low Upturn Star Rating. Not recommended to BUY.
CAVA Group, Inc. is a high-growth fast-casual restaurant company centered on Mediterranean cuisine. The company has a strong reputation for healthy, customizable meals and has demonstrated high unit-level economics, which drives its aggressive store expansion strategy. Its primary investment story rests on scaling its footprint nationwide while leveraging digital platforms and kitchen automation to optimize margins. However, CAVA faces significant risks from intense competition, rising labor costs, and a high valuation that prices in substantial future growth. This stock is best suited for growth-oriented investors who are comfortable with the inherent volatility of a scaling, high-multiple retail business and should monitor quarterly store opening progress.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | CAVA is in an aggressive expansion phase with high revenue growth and a clear roadmap for scaling its store footprint. |
| Momentum investor | Strong fit while signal remains positive | The stock has demonstrated strong market performance, making it attractive for momentum-based strategies during periods of positive price action. |
| Value investor | Weak fit | The company's current valuation typically trades at a high multiple reflecting growth expectations rather than current earnings value. |
| Dividend investor | Weak fit | CAVA does not pay a dividend and prioritizes capital reinvestment into restaurant expansion. |
| Low-risk investor | Weak fit | High growth, high valuation, and industry volatility make this a higher-risk equity unsuitable for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | As a growth-oriented, recently public restaurant stock, CAVA often experiences wider price swings in response to market sentiment. |
| Valuation risk | Medium / high | The stock trades at premium multiples, meaning future performance expectations are already high and failure to meet them could hurt the share price. |
| Competition risk (Fast-Casual) | High | Intense competition from established players like CMG and SG forces CAVA to defend market share through consistent quality and innovation. |
| Business quality | Medium | The company has strong unit-level economics, though it is still scaling its national infrastructure and brand presence. |
| Dividend income | Low / none | Investors should not expect income generation from this stock as all cash is used for operational growth. |
| Execution risk | Medium / high | Success depends heavily on the company's ability to maintain quality and profit margins while rapidly opening dozens of new locations annually. |
Price Behavior
Steep Decline
The stock price has dropped sharply with strong downward pressure.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 62.37% | Avg. Invested days 38 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/09/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 6.91B USD | Price to earnings Ratio 107.55 | 1Y Target Price 79.46 |
Price to earnings Ratio 107.55 | 1Y Target Price 79.46 | ||
Volume (30-day avg) 3.4M shares | Beta 1.76 | 52 Weeks Range 43.41 - 98.79 | Updated Date 11/08/2026 |
52 Weeks Range 43.41 - 98.79 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.55 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Restaurant Sales | Revenue generated from company-owned Mediterranean fast-casual dining locations. | The vast majority of CAVA's money comes from customers buying food in their restaurants. |
| CPG Segment | Sales of packaged dips and spreads in grocery stores. | A small secondary stream of revenue that increases brand visibility. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-04 | When After Market | Estimate 0.12 | Actual 0.11 |
Profitability
Profit Margin 4.5% | Operating Margin (TTM) 4.65% |
Management Effectiveness
Return on Assets (TTM) 3.33% | Return on Equity (TTM) 7.95% |
Valuation
Trailing PE 107.55 | Forward PE 78.12 | Enterprise Value 7.02B | Price to Sales(TTM) 4.81 |
Enterprise Value 7.02B | Price to Sales(TTM) 4.81 | ||
Enterprise Value to Revenue 4.88 | Enterprise Value to EBITDA 37.25 | Shares Outstanding 116.84M | Shares Floating 107.95M |
Shares Outstanding 116.84M | Shares Floating 107.95M | ||
Percent Insiders 5.74 | Percent Institutions 90.24 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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