D.R. Horton vs Chipotle

This page compares D.R. Horton and Chipotle, outlining their business models, financial performance, and market context in clear terms. It presents neutral, accessible information so readers understand how each company operates, the sectors they serve, and the factors shaping their competitive position. Educational content, not financial advice.

This page compares D.R. Horton and Chipotle, outlining their business models, financial performance, and market context in clear terms. It presents neutral, accessible information so readers understan...

Comparison Snapshot

Key Financial Metrics

DHI

Metric

CMG

$43.39B

Market Cap

$50.92B

4.41%

Potential Profit

14.44%

Hold

Analyst Rating

Buy

Why It's Moving

D.R. Horton Beats Q1 Earnings Despite Revenue Dip, Signals Steady Path Ahead Amid Housing Headwinds

EPS of $2.03 crushed consensus of $1.98, highlighting operational strength and a 20.4% gross margin bolstered by warranty benefits.
Repurchased 4.4 million shares for $669.7 million while declaring a $0.45 quarterly dividend payable February 12, underscoring commitment to shareholders amid $819 million liquidity.
Q2 gross margin guided to 19.0-19.5% with fiscal 2026 outlook intact at $33.5-35 billion in revenue, reflecting cautious optimism despite market pressures.

Sentiment:

⚖️Neutral

Chipotle Fires Up 2026 with Fan-Favorite Chicken al Pastor Return Ahead of Key Earnings

Chicken al Pastor returns February 10 after fan demand, launching with a first-ever High Protein Cup option to attract health-focused diners.
Chipotle Rewards 'Fan Day' on February 9 offers early app access, rewarding loyalty and driving digital engagement.
Q4 earnings due February 3 project 4.2% revenue rise to $2.97B but 4% EPS drop to $0.24, amid ambitious global store openings.

Sentiment:

⚖️Neutral

D.R. Horton Beats Q1 Earnings Despite Revenue Dip, Signals Steady Path Ahead Amid Housing Headwinds

EPS of $2.03 crushed consensus of $1.98, highlighting operational strength and a 20.4% gross margin bolstered by warranty benefits.
Repurchased 4.4 million shares for $669.7 million while declaring a $0.45 quarterly dividend payable February 12, underscoring commitment to shareholders amid $819 million liquidity.
Q2 gross margin guided to 19.0-19.5% with fiscal 2026 outlook intact at $33.5-35 billion in revenue, reflecting cautious optimism despite market pressures.

Sentiment:

⚖️Neutral

Chipotle Fires Up 2026 with Fan-Favorite Chicken al Pastor Return Ahead of Key Earnings

Chicken al Pastor returns February 10 after fan demand, launching with a first-ever High Protein Cup option to attract health-focused diners.
Chipotle Rewards 'Fan Day' on February 9 offers early app access, rewarding loyalty and driving digital engagement.
Q4 earnings due February 3 project 4.2% revenue rise to $2.97B but 4% EPS drop to $0.24, amid ambitious global store openings.

Sentiment:

⚖️Neutral

Investment Analysis

D.R. Horton

DHI

Pros

Largest U.S. homebuilder for 24 consecutive years with a diversified geographic footprint supporting strong market share.
Strong operational efficiency reflected in a gross profit margin of 23.58% and return on equity of 16%.
Robust liquidity position with a current ratio of 6.53 and plans for significant stock repurchases and dividends in 2026.

Considerations

Recent Q4 2025 earnings per share missed analysts’ estimates by 7.6%, leading to a negative market reaction.
Declining revenue and earnings in 2025, with revenue down nearly 7% and earnings down almost 25% year-over-year.
Near-term challenges include soft homebuyer demand and persistent affordability headwinds affecting sales momentum.

Chipotle

CMG

Pros

Exceptionally high return on equity of 43.16% as of late 2025, significantly above its historical average.
Large and growing footprint with approximately 3,000 restaurants across the U.S., Canada, and Europe.
Market cap around $55 billion reflects substantial scale and strong presence in the fast-casual restaurant industry.

Considerations

Recent stock price volatility includes notable downward moves, reflecting investor caution or market pressures.
Exposure to macroeconomic factors such as inflationary costs and labor challenges can impact profitability.
Competitive restaurant industry with risks from changing consumer preferences and expanding market players.

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