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LOCO vs. CMG
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

LOCO vs. CMG - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in El Pollo Loco Holdings, Inc. (LOCO) and Chipotle Mexican Grill, Inc. (CMG). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, LOCO achieves a 32.70% return, which is significantly higher than CMG's -22.32% return. Over the past 10 years, LOCO has underperformed CMG with an annualized return of 3.53%, while CMG has yielded a comparatively higher 12.72% annualized return.


LOCO

1D
-2.46%
1M
6.77%
YTD
32.70%
6M
22.94%
1Y
29.72%
3Y*
13.83%
5Y*
-1.14%
10Y*
3.53%

CMG

1D
-1.78%
1M
-10.13%
YTD
-22.32%
6M
-15.30%
1Y
-42.60%
3Y*
-11.34%
5Y*
1.62%
10Y*
12.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

LOCO vs. CMG - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
LOCO
El Pollo Loco Holdings, Inc.
32.70%-9.36%30.84%-11.45%-18.96%-21.60%19.55%-0.20%53.23%-19.51%
CMG
Chipotle Mexican Grill, Inc.
-22.32%-38.64%31.83%64.83%-20.64%26.07%65.65%93.87%49.39%-23.40%

Correlation

The correlation between LOCO and CMG is 0.40, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.40

Correlation (3Y)
Calculated over the trailing 3-year period

0.29

Correlation (5Y)
Calculated over the trailing 5-year period

0.38

Correlation (10Y)
Calculated over the trailing 10-year period

0.34

Correlation (All Time)
Calculated using the full available price history since Jul 28, 2014

0.32

The correlation between LOCO and CMG shifts across timeframes, from 0.29 (3 years) to 0.40 (1 year), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

LOCO:

$412.12M

CMG:

$37.42B

EPS

LOCO:

$0.99

CMG:

$1.09

PE Ratio

LOCO:

14.03

CMG:

26.28

PEG Ratio

LOCO:

2.50

CMG:

0.98

PS Ratio

LOCO:

0.82

CMG:

3.14

PB Ratio

LOCO:

1.36

CMG:

15.54

Total Revenue (TTM)

LOCO:

$497.05M

CMG:

$12.14B

Gross Profit (TTM)

LOCO:

$116.21M

CMG:

$4.39B

EBITDA (TTM)

LOCO:

$62.10M

CMG:

$2.30B

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El Pollo Loco Holdings, Inc.

Chipotle Mexican Grill, Inc.

Return for Risk

LOCO vs. CMG — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

LOCO
LOCO Risk / Return Rank: 6767
Overall Rank
LOCO Sharpe Ratio Rank: 6767
Sharpe Ratio Rank
LOCO Sortino Ratio Rank: 6868
Sortino Ratio Rank
LOCO Omega Ratio Rank: 6363
Omega Ratio Rank
LOCO Calmar Ratio Rank: 6868
Calmar Ratio Rank
LOCO Martin Ratio Rank: 6969
Martin Ratio Rank

CMG
CMG Risk / Return Rank: 77
Overall Rank
CMG Sharpe Ratio Rank: 33
Sharpe Ratio Rank
CMG Sortino Ratio Rank: 55
Sortino Ratio Rank
CMG Omega Ratio Rank: 55
Omega Ratio Rank
CMG Calmar Ratio Rank: 88
Calmar Ratio Rank
CMG Martin Ratio Rank: 1313
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

LOCO vs. CMG - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for El Pollo Loco Holdings, Inc. (LOCO) and Chipotle Mexican Grill, Inc. (CMG). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


LOCOCMGDifference
Sharpe ratioReturn per unit of total volatility

+1.93

Sortino ratioReturn per unit of downside risk

+3.16

Omega ratioGain probability vs. loss probability

1.18

0.79

+0.39

Calmar ratioReturn relative to maximum drawdown

1.42

-0.84

+2.26

Martin ratioReturn relative to average drawdown

3.43

-1.24

+4.67

LOCO vs. CMG - Sharpe Ratio Comparison

The current LOCO Sharpe Ratio is 0.82, which is higher than the CMG Sharpe Ratio of -1.11. The chart below compares the historical Sharpe Ratios of LOCO and CMG, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


LOCOCMGDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.82

-1.11

+1.93

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.03

0.05

-0.08

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.09

0.36

-0.27

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.07

0.49

-0.56

Drawdowns

LOCO vs. CMG - Drawdown Comparison

The maximum LOCO drawdown since its inception was -83.59%, which is greater than CMG's maximum drawdown of -74.61%. Use the drawdown chart below to compare losses from any high point for LOCO and CMG.


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Drawdown Indicators


LOCOCMGDifference

Max Drawdown

Largest peak-to-trough decline

-83.59%

-74.61%

-8.98%

Max Drawdown (1Y)

Largest decline over 1 year

-21.01%

-50.65%

+29.64%

Max Drawdown (3Y)

Largest decline over 3 years

-35.93%

-58.08%

+22.15%

Max Drawdown (5Y)

Largest decline over 5 years

-56.55%

-58.08%

+1.53%

Max Drawdown (10Y)

Largest decline over 10 years

-63.34%

-58.08%

-5.26%

Current Drawdown

Current decline from peak

-61.10%

-58.08%

-3.02%

Average Drawdown

Average peak-to-trough decline

-65.63%

-21.33%

-44.30%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.69%

34.47%

-25.78%

Volatility

LOCO vs. CMG - Volatility Comparison

El Pollo Loco Holdings, Inc. (LOCO) has a higher volatility of 10.84% compared to Chipotle Mexican Grill, Inc. (CMG) at 9.37%. This indicates that LOCO's price experiences larger fluctuations and is considered to be riskier than CMG based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


LOCOCMGDifference

Volatility (1M)

Calculated over the trailing 1-month period

10.84%

9.37%

+1.47%

Volatility (6M)

Calculated over the trailing 6-month period

25.43%

22.93%

+2.50%

Volatility (1Y)

Calculated over the trailing 1-year period

36.59%

38.41%

-1.82%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.24%

33.50%

+1.74%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

40.63%

35.63%

+5.00%

Dividends

LOCO vs. CMG - Dividend Comparison

Neither LOCO nor CMG has paid dividends to shareholders.


PositionTTM2025202420232022
CMG
Chipotle Mexican Grill, Inc.
0.00%0.00%0.00%0.00%0.00%
LOCO
El Pollo Loco Holdings, Inc.
0.00%0.00%0.00%0.00%15.06%

Financials

LOCO vs. CMG - Financials Comparison

This section allows you to compare key financial metrics between El Pollo Loco Holdings, Inc. and Chipotle Mexican Grill, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B2.00B2.50B3.00B3.50B20222023202420252026
126.18M
3.09B
(LOCO) Total Revenue
(CMG) Total Revenue
Values in USD except per share items

LOCO vs. CMG - Profitability Comparison

The chart below illustrates the profitability comparison between El Pollo Loco Holdings, Inc. and Chipotle Mexican Grill, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%60.0%70.0%202220232024202520260
68.4%
Portfolio components
LOCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, El Pollo Loco Holdings, Inc. reported a gross profit of 0.00 and revenue of 126.18M. Therefore, the gross margin over that period was 0.0%.

CMG - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Chipotle Mexican Grill, Inc. reported a gross profit of 2.11B and revenue of 3.09B. Therefore, the gross margin over that period was 68.4%.

LOCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, El Pollo Loco Holdings, Inc. reported an operating income of 12.22M and revenue of 126.18M, resulting in an operating margin of 9.7%.

CMG - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Chipotle Mexican Grill, Inc. reported an operating income of 397.06M and revenue of 3.09B, resulting in an operating margin of 12.9%.

LOCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, El Pollo Loco Holdings, Inc. reported a net income of 8.16M and revenue of 126.18M, resulting in a net margin of 6.5%.

CMG - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Chipotle Mexican Grill, Inc. reported a net income of 302.82M and revenue of 3.09B, resulting in a net margin of 9.8%.


Frequently Asked Questions


LOCO and CMG have a correlation of 0.40, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

LOCO has higher volatility (10.84%) compared to CMG (9.37%). In terms of maximum drawdown, LOCO dropped -83.59% vs CMG's -74.61%.

LOCO currently has the higher Sharpe Ratio (0.82 vs -1.11), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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