COMP <GO>
CAKE vs SHAK // NET PROFIT MARGIN
Cheesecake Factory Incorporated (NASDAQ) VS. Shake Shack Inc. (NYSE) • 15-METRIC TALLY: CAKE 9
— SHAK 4
▲ NET PROFIT MARGIN LEADER: CAKE
LAST: $112.96 (+0.28%) • MKT CAP: $5.61B
net-margins
3.90%
LAST: $72.46 (+2.81%) • MKT CAP: $3.02B
net-margins
3.40%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAKE VS. SHAK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAKE | SHAK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.90% | 6.80% | +12.10 | CAKE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 15.8x | +3.40 | SHAK | /valuation <GO> |
| Free Cash Flow Yield | 2.76% | 1.87% | +0.89 | CAKE | /fcf-yield <GO> |
| Operating Margin | 5.00% | 4.30% | +0.70 | CAKE | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 3.90% | 3.40% | +0.50 | CAKE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 15.40% | -10.70 | SHAK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.00% | +0.93 | CAKE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.02 | 2.39 | +0.63 | CAKE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 9/9 | -3.00 | SHAK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.8 | 60.1 | -5.30 | SHAK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 0.87 | +0.03 | CAKE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.3x | 51.0x | -15.70 | CAKE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.61B | $3.02B | $2.59B | CAKE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAKE REV | SHAK REV | CAKE GROSS % | SHAK GROSS % | CAKE FCF | SHAK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.75B | $1.45B | — | — | $155.1M | $56.5M |
| FY 2024 | $3.58B | $1.25B | — | — | $108.0M | $35.7M |
| FY 2023 | $3.44B | $1.09B | — | — | $63.6M | $83.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CAKE // BETA 0.90
SHAK // BETA 0.87