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Aramark vs Chipotle Mexican Grill (ARMK vs CMG)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Aramark is the larger company by revenue ($18.5B vs $11.9B). Chipotle Mexican Grill carries the larger market value ($45.2B vs $15.3B). Chipotle Mexican Grill has grown revenue faster over the last 4 fiscal years (+58.0% cumulative vs +53.0%). Chipotle Mexican Grill runs the higher operating margin (16.2% vs 4.3%). Chipotle Mexican Grill trades at the lower trailing P/E (32.3x vs 43.4x).

About Aramark

Aramark provides food and facilities services to clients in education, healthcare, business, sports, leisure, and corrections sectors. The company operates primarily in the United States and 15 other countries, managing services such as dining, catering, facility maintenance, and procurement. Aramark serves institutions including schools, hospitals, businesses, sports venues, and correctional facilities.

About Chipotle Mexican Grill

Chipotle Mexican Grill Inc operates a chain of restaurants offering a menu that includes burritos, burrito bowls, quesadillas, tacos, and salads. The company owns and operates thousands of restaurants primarily in the United States, with additional locations internationally, serving customers who seek responsibly sourced, high-quality food without artificial additives. Chipotle emphasizes food safety, sustainability, and digital innovation to enhance the customer experience and supports employee growth and inclusivity within its workforce.

Head to head (ARMK FY2025 vs CMG FY2025)

MetricARMKFY2025CMGFY2025
Revenue$18.51B$11.93B
Revenue growth (YoY)6.4%5.4%
Gross margin
Operating margin4.3%16.2%
Net margin1.8%12.9%
Net income$326.4M$1.54B
Diluted EPS$1.22$1.14
FCF margin2.3%12.1%
ROE10.4%54.3%
Debt / equity1.7×0.0×
Market cap$15.29B$45.22B
P/E (TTM)43.4×32.3×

Fundamentals are from each company’s SEC filings (ARMK FY2025, CMG FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
ARMK$12.10B$13.69B$16.08B$17.40B$18.51B
CMG$7.55B$8.63B$9.87B$11.31B$11.93B
Net incomeFY2021FY2022FY2023FY2024FY2025
ARMK$-90.8M$194.5M$674.1M$262.5M$326.4M
CMG$653.0M$899.1M$1.23B$1.53B$1.54B
Operating marginFY2021FY2022FY2023FY2024FY2025
ARMK1.6%3.0%3.9%4.1%4.3%
CMG10.7%13.4%15.8%16.9%16.2%

Peer standing

Where each company ranks among the 42 restaurant companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.

MetricARMKCMG
Operating margin
4.3%51st percentile of 40
16.2%85th percentile of 40
Net margin
1.8%49th percentile of 42
12.9%93rd percentile of 42
FCF margin
2.3%49th percentile of 42
12.1%83rd percentile of 42
Revenue growth (YoY)
+6.4%56th percentile of 42
+5.4%51st percentile of 42
ROE
10.4%61st percentile of 29
54.3%96th percentile of 29
P/E (TTM)
43.4×92nd percentile of 27
32.3×73rd percentile of 27
Debt / equity
1.71×81st percentile of 22
0.00×Lowest of 22
Short interest (days to cover)
3.92d50th percentile of 41
2.29d28th percentile of 41

Short interest

FINRA settlement dataARMKCMG
Shares sold short10.6M51.9M
Change vs prior settlement+2.9%+3.8%
Days to cover3.922.29
As of settlement2026-06-302026-06-30

Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.

Insider activity (last 90 days)

Form 4 open-market activityARMKCMG
Buys0
Sells2 ($974,228)

Open-market purchases and sales reported on SEC Form 4 (grants, exercises and tax withholding excluded). For context, about 16% of covered companies saw any open-market insider buy in a 90-day window.

Held by the same investors

7 tracked 13F managers hold both Aramark and Chipotle Mexican Grill as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Gotham Asset Management, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.

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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.