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Upturn AI Summary - About
Sweetgreen Inc(SG)
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 SG
11/09/2026: SG (4-star) is a STRONG-BUY. BUY for 35 days. Simulated Profits (74.19%). Updated daily EoD!
Sweetgreen Inc is a premium fast-casual restaurant chain known for its focus on healthy, seasonal, and fresh ingredients. The company has built a strong reputation and loyal customer base, underpinned by a highly effective digital ordering platform. Its primary growth opportunity lies in scaling its store footprint to suburban markets and improving profit margins through the deployment of its Infinite Kitchen automation technology. Investors should note significant risks, including intense competition from larger players like Chipotle and CAVA, along with potential operational challenges in maintaining profitability. This stock may suit growth-oriented investors, while those seeking immediate dividends or low volatility should monitor the company's financial evolution.
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 | Sweetgreen provides exposure to the high-growth healthy fast-casual trend and digital-first restaurant operations. |
| Momentum investor | Mixed fit | Momentum investors may find opportunity if the stock demonstrates sustained price strength following positive margin or unit-growth reports. |
| Value investor | Weak fit | The company's lack of consistent profitability and high valuation multiples make it a poor fit for traditional value-based strategies. |
| Dividend investor | Weak fit | Sweetgreen is in a high-growth phase and does not pay a dividend to shareholders. |
| Low-risk investor | Weak fit | High price volatility and reliance on consumer discretionary spending make this stock unsuitable for low-risk portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock is subject to significant price swings based on retail sentiment and quarterly growth metrics. |
| Valuation risk | Medium / high | Trading at high multiples of revenue, the valuation is sensitive to any deceleration in growth. |
| Competition risk (Chipotle/CAVA) | High | Intense competition from larger chains with better economies of scale can pressure market share and margins. |
| Business quality | Medium | While the brand is strong, operational consistency and path to profitability remain areas of investor scrutiny. |
| Dividend income | Low / none | Investors should not expect income as capital is prioritized for expansion. |
| Execution risk | Medium / high | Scaling store count and implementing new automation technologies requires precise operational execution. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit 55.3% | Avg. Invested days 27 | Today’s Advisory Strong Buy |
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 Small-Cap Stock | Market Capitalization 1.43B USD | Price to earnings Ratio 80.07 | 1Y Target Price 10.16 |
Price to earnings Ratio 80.07 | 1Y Target Price 10.16 | ||
Volume (30-day avg) 5.1M shares | Beta 2.12 | 52 Weeks Range 4.49 - 13.45 | Updated Date 11/08/2026 |
52 Weeks Range 4.49 - 13.45 | Updated Date 11/08/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 0.15 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Restaurant Sales | Revenue from food and beverage sales across company-owned restaurant locations. | The vast majority of money is made directly from selling healthy salads and bowls to customers in-store and via apps. |
| Geography | Concentrated in major US metropolitan areas with high-density office and residential populations. | The business relies heavily on the health and activity levels of large US cities. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Valuation
Trailing PE 80.07 | Forward PE 18.8 | Enterprise Value 1.66B | Price to Sales(TTM) 2.09 |
Enterprise Value 1.66B | Price to Sales(TTM) 2.09 | ||
Enterprise Value to Revenue 2.42 | Enterprise Value to EBITDA 17.32 | Shares Outstanding 107.32M | Shares Floating 103.51M |
Shares Outstanding 107.32M | Shares Floating 103.51M | ||
Percent Insiders 3.38 | Percent Institutions 100.52 |
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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