Is Sweetgreen Stock a Good Investment?

Sweetgreen Investment Advice

To provide specific investment advice or recommendations on Sweetgreen stock, we recommend investors consider the following general factors when evaluating Sweetgreen. This will help you to make an informed decision on whether to include Sweetgreen in one of your diversified portfolios:

Examine Sweetgreen's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
Research Sweetgreen's leadership team and their track record. Good management can help Sweetgreen navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
Consider the overall health of the Hotels, Restaurants & Leisure space and any emerging trends that could impact Sweetgreen's business and its evolving consumer preferences.
Compare Sweetgreen's performance and market position to its competitors. Analyze how Sweetgreen is positioned in terms of product offerings, innovation, and market share.
Check if Sweetgreen pays a dividend and its dividend yield and payout ratio.
Review what financial analysts are saying about Sweetgreen's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.

It's important to note that investing in Sweetgreen stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Sweetgreen is a good investment.

Sell

Buy

Sell

Sweetgreen recommendation module can be used to check and cross-verify current trade recommendation provided by analysts inspecting the firm's potential to grow using all of fundamental, technical, data market data available at the time. To make sure Sweetgreen is not overpriced, please validate all Sweetgreen fundamentals, including its number of shares shorted, total debt, market capitalization, as well as the relationship between the gross profit and short ratio . Given that Sweetgreen has a number of shares shorted of 13.1 M, we advise you to double-check Sweetgreen market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your current risk tolerance and investing horizon.

Market Performance	Very Weak	Details
Volatility	Not too volatile	Details
Hype Condition	Low key	Details
Current Valuation	Overvalued	Details
Odds Of Distress	Below Average	Details
Economic Sensitivity	Actively responds to the market	Details
Investor Sentiment	Alarmed	Details
Analyst Consensus	Buy	Details
Financial Strenth (F Score)	Poor	Details
Financial Leverage	Not Rated	Details
Reporting Quality (M-Score)	Unlikely Manipulator	Details

Examine Sweetgreen Stock

Researching Sweetgreen's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 98.0% of the company shares are owned by institutional investors. The company has Price/Earnings (P/E) ratio of 250.0. Sweetgreen recorded a loss per share of 0.78. The entity had not issued any dividends in recent years.

To determine if Sweetgreen is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Sweetgreen's research are outlined below:

	Sweetgreen had very high historical volatility over the last 90 days
	The company generated the yearly revenue of 584.04 M. Annual Net Loss to common stockholders was (113.38 M) with gross profit of 71.99 M.
	Sweetgreen has a poor financial position based on the latest SEC disclosures
	Over 98.0% of the company shares are owned by institutional investors
	Latest headline from simplywall.st: Calculating The Intrinsic Value Of Sweetgreen, Inc.

Sweetgreen Quarterly Cost Of Revenue

138.49 Million

Sweetgreen uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Sweetgreen. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Sweetgreen's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.

	22nd of February 2024 Upcoming Quarterly Report	View
	2nd of May 2024 Next Financial Report	View
	31st of December 2023 Next Fiscal Quarter End	View
	22nd of February 2024 Next Fiscal Year End	View
	30th of September 2023 Last Quarter Report	View
	31st of December 2022 Last Financial Announcement	View

Earnings surprises can significantly impact Sweetgreen's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate. Below are the table of largest EPS Surprises Sweetgreen's investors have experienced.

Reported	Fiscal Date	Estimated EPS	Reported EPS	Surprise
2024-08-08	2024-06-30	-0.1	-0.13	-0.03	30
2023-07-27	2023-06-30	-0.16	-0.19	-0.03	18
2021-11-18	2021-09-30	-0.28	-0.25	0.03	10
2022-11-08	2022-09-30	-0.37	-0.33	0.04	10
2024-11-08	2024-09-30	-0.1119	-0.0693	0.0426	38
2024-05-09	2024-03-31	-0.18	-0.23	-0.05	27
2023-11-02	2023-09-30	-0.16	-0.21	-0.05	31
2023-05-04	2023-03-31	-0.35	-0.29	0.06	17

Know Sweetgreen's Top Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Sweetgreen is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Sweetgreen backward and forwards among themselves. Sweetgreen's institutional investor refers to the entity that pools money to purchase Sweetgreen's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.

		Shares
Geode Capital Management, Llc	2024-09-30	2.2 M
Spyglass Capital Management Llc	2024-09-30	2.1 M
Neuberger Berman Group Llc	2024-09-30	1.9 M
Renaissance Technologies Corp	2024-09-30	1.8 M
Two Sigma Investments Llc	2024-09-30	1.7 M
Dimensional Fund Advisors, Inc.	2024-09-30	1.7 M
Two Sigma Advisers, Llc	2024-09-30	1.3 M
Allspring Global Investments Holdings, Llc	2024-09-30	1.3 M
Ameriprise Financial Inc	2024-09-30	1.2 M
Baillie Gifford & Co Limited.	2024-09-30	12 M
Fmr Inc	2024-09-30	9.8 M

Note, although Sweetgreen's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Sweetgreen's market capitalization trends

The company currently falls under 'Mid-Cap' category with a market capitalization of 4.06 B.

Market Cap

1.38 Billion

Sweetgreen's profitablity analysis

	Last Reported	Projected for Next Year
Return On Tangible Assets	(0.15)	(0.16)
Return On Capital Employed	(0.17)	(0.18)
Return On Assets	(0.14)	(0.15)
Return On Equity	(0.27)	(0.26)

The company has Net Profit Margin (PM) of (0.13) %, which may indicate that it does not properly execute on its own pricing strategies. This is way below average. Likewise, it shows Net Operating Margin (NOM) of (0.12) %, which signifies that for every 100 dollars of sales, it has a net operating loss of $0.12.

Determining Sweetgreen's profitability involves analyzing its financial statements and using various financial metrics to determine if Sweetgreen is a good buy. For example, gross profit margin measures Sweetgreen's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Sweetgreen's profitability and make more informed investment decisions.

Evaluate Sweetgreen's management efficiency

Sweetgreen has Return on Asset (ROA) of (0.0648) % which means that for every 100 dollars spent on asset, it generated a loss of $0.0648. This is way below average. Likewise, it shows a return on total equity (ROE) of (0.1842) %, which implies that it produced no returns to current stockholders. Sweetgreen's management efficiency ratios could be used to measure how well Sweetgreen manages its routine affairs as well as how well it operates its assets and liabilities. The current Return On Tangible Assets is estimated to decrease to -0.16. The current Return On Capital Employed is estimated to decrease to -0.18. At this time, Sweetgreen's Net Tangible Assets are most likely to increase significantly in the upcoming years. The Sweetgreen's current Debt To Assets is estimated to increase to 0.07, while Non Currrent Assets Other are projected to decrease to roughly 57.1 M.

	Last Reported	Projected for Next Year
Book Value Per Share	4.96	5.19
Tangible Book Value Per Share	4.31	3.83
Enterprise Value Over EBITDA	(28.22)	(29.63)
Price Book Value Ratio	2.36	2.48
Enterprise Value Multiple	(28.22)	(29.63)
Price Fair Value	2.36	2.48
Enterprise Value	1.5 B	1.4 B

At Sweetgreen, effective management practices are pivotal to sustaining long-term profitability. We delve into financial metrics and market conditions to provide a comprehensive analysis of the stock's prospects.

Beta

2.334

Basic technical analysis of Sweetgreen Stock

As of the 23rd of December, Sweetgreen has the Coefficient Of Variation of 8738.49, risk adjusted performance of 0.0172, and Semi Deviation of 3.76. In relation to fundamental indicators, the technical analysis model makes it possible for you to check existing technical drivers of Sweetgreen, as well as the relationship between them. Please validate Sweetgreen information ratio, as well as the relationship between the potential upside and kurtosis to decide if Sweetgreen is priced more or less accurately, providing market reflects its prevalent price of 35.1 per share. Given that Sweetgreen has jensen alpha of (0.01), we advise you to double-check Sweetgreen's current market performance to make sure the company can sustain itself at a future point.

Sweetgreen's insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Sweetgreen insiders, such as employees or executives, is commonly permitted as long as it does not rely on Sweetgreen's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Sweetgreen insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

		Adrienne Gemperle over two months ago Disposition of 200 shares by Adrienne Gemperle of Sweetgreen at 32.18 subject to Rule 16b-3
		Nathaniel Ru over three months ago Disposition of 150000 shares by Nathaniel Ru of Sweetgreen subject to Rule 16b-3
		Jonathan Neman over three months ago Disposition of 2444 shares by Jonathan Neman of Sweetgreen at 29.35 subject to Rule 16b-3
		Adrienne Gemperle over three months ago Disposition of 3868 shares by Adrienne Gemperle of Sweetgreen at 36.31 subject to Rule 16b-3
		Moon Youngme E over six months ago Disposition of 70000 shares by Moon Youngme E of Sweetgreen at 31.77 subject to Rule 16b-3
		Nathaniel Ru over six months ago Disposition of 150000 shares by Nathaniel Ru of Sweetgreen at 31.3025 subject to Rule 16b-3
		Jonathan Neman over six months ago Disposition of 5000 shares by Jonathan Neman of Sweetgreen at 10.88 subject to Rule 16b-3
		Nicolas Jammet over six months ago Acquisition by Nicolas Jammet of 25000 shares of Sweetgreen subject to Rule 16b-3
		Mitch Reback over six months ago Disposition of 29475 shares by Mitch Reback of Sweetgreen at 21.01 subject to Rule 16b-3
		Mitch Reback over six months ago Disposition of 2000 shares by Mitch Reback of Sweetgreen subject to Rule 16b-3
		Mitch Reback over six months ago Disposition of 10444 shares by Mitch Reback of Sweetgreen at 12.01 subject to Rule 16b-3
		Wouleta Ayele over six months ago Acquisition by Wouleta Ayele of 3138 shares of Sweetgreen at 12.32 subject to Rule 16b-3

Sweetgreen's Outstanding Corporate Bonds

Sweetgreen issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Sweetgreen uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Sweetgreen bonds can be classified according to their maturity, which is the date when Sweetgreen has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

	Morgan Stanley 3591 Corp Bond US61744YAK47	View
	Morgan Stanley 3971 Corp Bond US61744YAL20	View

View All Sweetgreen Corporate Bonds

Understand Sweetgreen's technical and predictive indicators

Using predictive indicators to make investment decisions involves analyzing Sweetgreen's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

	Risk Adjusted Performance	0.0172
	Market Risk Adjusted Performance	0.0291
	Mean Deviation	3.24
	Semi Deviation	3.76
	Downside Deviation	3.88
	Coefficient Of Variation	8738.49
	Standard Deviation	4.19
	Variance	17.53
	Information Ratio	0.0038
	Jensen Alpha	(0.01)
	Total Risk Alpha	(0.08)
	Sortino Ratio	0.0041
	Treynor Ratio	0.0191
	Maximum Drawdown	22.4
	Value At Risk	(6.27)
	Potential Upside	6.33
	Downside Variance	15.06
	Semi Variance	14.17
	Expected Short fall	(3.61)
	Skewness	0.2776
	Kurtosis	0.5807

	Risk Adjusted Performance	0.0172
	Market Risk Adjusted Performance	0.0291
	Mean Deviation	3.24
	Semi Deviation	3.76
	Downside Deviation	3.88
	Coefficient Of Variation	8738.49
	Standard Deviation	4.19
	Variance	17.53
	Information Ratio	0.0038
	Jensen Alpha	(0.01)
	Total Risk Alpha	(0.08)
	Sortino Ratio	0.0041
	Treynor Ratio	0.0191
	Maximum Drawdown	22.4
	Value At Risk	(6.27)
	Potential Upside	6.33
	Downside Variance	15.06
	Semi Variance	14.17
	Expected Short fall	(3.61)
	Skewness	0.2776
	Kurtosis	0.5807

Consider Sweetgreen's intraday indicators

Sweetgreen intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Sweetgreen stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

	Accumulation Distribution	0.0471
	Daily Balance Of Power	0.2202
	Rate Of Daily Change	1.01
	Day Median Price	34.8
	Day Typical Price	34.9
	Market Facilitation Index	1.68
	Price Action Indicator	0.49
	Period Momentum Indicator	0.37

Sweetgreen Corporate Filings

F4	16th of December 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities	View Verify
13A	12th of November 2024 An amended filing to the original Schedule 13G	View Verify
10Q	8th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations	View Verify
8K	7th of November 2024 Report filed with the SEC to announce major events that shareholders should know about	View Verify

Sweetgreen time-series forecasting models is one of many Sweetgreen's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Sweetgreen's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Sweetgreen Stock media impact

Far too much social signal, news, headlines, and media speculation about Sweetgreen that are available to investors today. That information is available publicly through Sweetgreen media outlets and privately through word of mouth or via Sweetgreen internal channels. However, regardless of the origin, that massive amount of Sweetgreen data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.

A primary focus of Sweetgreen news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Sweetgreen relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Sweetgreen's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Sweetgreen alpha.

Sweetgreen Sentiment by Major News Outlets

Investor sentiment, mood or attitude towards Sweetgreen can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.

Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.

Sweetgreen Historical Investor Sentiment

Investor biases related to Sweetgreen's public news can be used to forecast risks associated with an investment in Sweetgreen. The trend in average sentiment can be used to explain how an investor holding Sweetgreen can time the market purely based on public headlines and social activities around Sweetgreen. Please note that most equities that are difficult to arbitrage are affected by market sentiment the most.

Sweetgreen's market sentiment shows the aggregated news analyzed to detect positive and negative mentions from the text and comments. The data is normalized to provide daily scores for Sweetgreen and other traded tickers. The bigger the bubble, the more accurate the estimated score. Higher bars for a given day show more participation in the average Sweetgreen news discussions. The higher the estimate score, the more favorable the investor's outlook on Sweetgreen.