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First Watch Restaurant Group, Inc. (FWRG)

Consumer Cyclical | Restaurants | Bradenton, United States | NasdaqGS
12.20 USD -0.26 (-2.087%) ⇩ (July 13, 2026, 4 p.m. EDT)
After hours: 12.20

Short-term:★★⯪☆☆Long-term:★★⯪☆☆Dividends:☆☆☆☆☆
Hot Take | July 11, 2026, 4:36 a.m. EDT

The investment case for First Watch remains fundamentally fractured despite a recent technical bounce. While the company boasts impressive top-line growth of 17.3%, the bottom line is bleeding; operating margins are dangerously thin at just 0.8%, and free cash flow is negative. This operational inefficiency is reflected in the valuation, where a forward P/E of 46x suggests the market expects perfection that the current margins do not yet support. The balance sheet is a significant liability, with debt-to-equity exceeding 164x and a current ratio of 0.29, leaving the company vulnerable to any credit tightening or revenue miss. Technically, the stock has underperformed its 200-day average by nearly 13%, indicating a persistent downtrend that the recent rally has not fully reversed. The options market confirms this pessimism, with traders aggressively buying protection at lower strikes while limiting upside exposure. Although analysts maintain a 'strong buy' rating, this appears to be based on potential turnaround mechanics rather than current execution quality. Until operating margins expand meaningfully and the balance sheet stabilizes, the risk-reward profile remains skewed against the buyer.

Model Selection — Backtest MAE (log-scale, lower is better)
ModelMAE
AutoTheta ✓0.102054
AutoARIMA0.105204
AutoETS0.105206
MSTL0.115333

Forecast horizon: 45 days | Selected: AutoTheta

Forecast Reliability
Score 43%
H-stat 0.43
Ljung-Box p 0.000
Jarque-Bera p 0.565
Excess Kurtosis -0.77
Attribute Value
Sector Consumer Cyclical
Debt to Equity Ratio 164.292
Revenue per Share 20.811
Market Cap 752,067,584
Trailing P/E 43.57
Forward P/E 45.34
Beta 1.04
Profit Margins 1.38%
Website https://www.firstwatch.com

As of July 11, 2026, 4:36 a.m. EDT: Speculators are positioning defensively with heavy put volume at strikes significantly below the current price (7.5 and 10.0), creating a 'floor' scenario. Conversely, call interest is concentrated at the money and slightly out-of-the-money (12.5 and 15.0), suggesting a bias toward modest recovery rather than a speculative breakout. The disparity in implied volatility, with deep puts trading at a massive premium relative to calls, indicates the market prices in a high probability of further downside or stagnation.


Info Dump

Attribute Value
52 Week Change -0.2717709
Address1 8,725 Pendery Place
Address2 Suite 201
All Time High 25.98
All Time Low 9.97
Ask 15.56
Ask Size 2
Audit Risk 5
Average Analyst Rating 1.1 - Strong Buy
Average Daily Volume10 Day 1,293,510
Average Daily Volume3 Month 1,321,865
Average Volume 1,321,865
Average Volume10Days 1,293,510
Beta 1.036
Bid 9.04
Bid Size 2
Board Risk 5
Book Value 10.185
City Bradenton
Compensation As Of Epoch Date 1,767,139,200
Compensation Risk 10
Country United States
Crypto Tradeable 0
Currency USD
Current Price 12.2
Current Ratio 0.291
Custom Price Alert Confidence HIGH
Date Short Interest 1,782,777,600
Day High 12.82
Day Low 12.15
Debt To Equity 164.292
Display Name First Watch Restaurant
Earnings Call Timestamp End 1,777,982,400
Earnings Call Timestamp Start 1,777,982,400
Earnings Timestamp 1,777,984,200
Earnings Timestamp End 1,785,846,600
Earnings Timestamp Start 1,785,846,600
Ebitda 113,096,000
Ebitda Margins 0.088970006
Enterprise To Ebitda 15.559
Enterprise To Revenue 1.384
Enterprise Value 1,759,691,648
Eps Current Year 0.17587
Eps Forward 0.26909
Eps Trailing Twelve Months 0.28
Esg Populated 0
Exchange NMS
Exchange Data Delayed By 0
Exchange Timezone Name America/New_York
Exchange Timezone Short Name EDT
Fifty Day Average 11.7582
Fifty Day Average Change 0.44180012
Fifty Day Average Change Percent 0.03757379
Fifty Two Week Change Percent -27.17709
Fifty Two Week High 19.53
Fifty Two Week High Change -7.330001
Fifty Two Week High Change Percent -0.37532005
Fifty Two Week Low 9.97
Fifty Two Week Low Change 2.2299995
Fifty Two Week Low Change Percent 0.22367096
Fifty Two Week Range 9.97 - 19.53
Financial Currency USD
First Trade Date Milliseconds 1,633,095,000,000
Float Shares 57,433,923
Forward Eps 0.26909
Forward P E 45.33799
Free Cashflow -38,230,624
Full Exchange Name NasdaqGS
Full Time Employees 17,500
Gmt Off Set Milliseconds -14,400,000
Governance Epoch Date 1,782,864,000
Gross Margins 0.20663999
Gross Profits 262,680,992
Has Pre Post Market Data 1
Held Percent Insiders 0.01853
Held Percent Institutions 1.11238
Implied Shares Outstanding 61,644,885
Industry Restaurants
Industry Disp Restaurants
Industry Key restaurants
Ipo Expected Date 2,021-10-01
Is Earnings Date Estimate 1
Language en-US
Last Fiscal Year End 1,766,880,000
Long Business Summary First Watch Restaurant Group, Inc., through its subsidiaries, operates and franchises restaurants under the First Watch trade name in the United States. The company was formerly known as AI Fresh Super Holdco, Inc. and changed its name to First Watch Restaurant Group, Inc. in December 2019. First Watch Restaurant Group, Inc. was founded in 1983 and is based in Bradenton, Florida.
Long Name First Watch Restaurant Group, Inc.
Market us_market
Market Cap 752,067,584
Market State PREPRE
Max Age 86,400
Message Board Id finmb_1680518858
Most Recent Quarter 1,774,742,400
Net Income To Common 17,576,000
Next Fiscal Year End 1,798,416,000
Non Diluted Market Cap 768,095,267
Number Of Analyst Opinions 11
Open 12.62
Operating Cashflow 140,230,000
Operating Margins 0.008169999
Overall Risk 8
Payout Ratio 0.0
Phone 941 907 9800
Post Market Change 0.0
Post Market Change Percent 0.0
Post Market Price 12.2
Post Market Time 1,783,981,119
Previous Close 12.46
Price Eps Current Year 69.369415
Price Hint 2
Price To Book 1.1978399
Price To Sales Trailing12 Months 0.5916109
Profit Margins 0.013830001
Quick Ratio 0.167
Quote Source Name Nasdaq Real Time Price
Quote Type EQUITY
Recommendation Key strong_buy
Recommendation Mean 1.1
Region US
Regular Market Change -0.26
Regular Market Change Percent -2.08668
Regular Market Day High 12.82
Regular Market Day Low 12.15
Regular Market Day Range 12.15 - 12.82
Regular Market Open 12.62
Regular Market Previous Close 12.46
Regular Market Price 12.2
Regular Market Time 1,783,972,801
Regular Market Volume 771,382
Return On Assets 0.012519999
Return On Equity 0.028719999
Revenue Growth 0.173
Revenue Per Share 20.811
Sand P52 Week Change 0.20847368
Sector Consumer Cyclical
Sector Disp Consumer Cyclical
Sector Key consumer-cyclical
Share Holder Rights Risk 6
Shares Outstanding 61,644,885
Shares Percent Shares Out 0.0889
Shares Short 5,480,268
Shares Short Previous Month Date 1,780,012,800
Shares Short Prior Month 4,692,947
Short Name First Watch Restaurant Group, I
Short Percent Of Float 0.099700004
Short Ratio 4.13
Source Interval 15
State FL
Symbol FWRG
Target High Price 22.0
Target Low Price 17.0
Target Mean Price 19.45455
Target Median Price 20.0
Total Cash 23,565,000
Total Cash Per Share 0.382
Total Debt 1,031,188,992
Total Revenue 1,271,219,968
Tradeable 0
Trailing Annual Dividend Rate 0.0
Trailing Annual Dividend Yield 0.0
Trailing Eps 0.28
Trailing P E 43.571426
Trailing Peg Ratio None
Triggerable 1
Two Hundred Day Average 14.357525
Two Hundred Day Average Change -2.157525
Two Hundred Day Average Change Percent -0.15027139
Type Disp Equity
Volume 771,382
Website https://www.firstwatch.com
Zip 34,201