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The Cheesecake Factory Incorporated CAKE R2K

Consumer Cyclical · Restaurants · United States
https://www.thecheesecakefactory.com
Company Profile ↓
$80.44
+27.60% 1Y
Mkt Cap$4.00B
P/E23.59
P/B8.16
Div. Yield1.59%
52W High$82.76
52W Low$42.72
Book Value$9.22
EPS (TTM)$3.41

Company Overview

The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. It operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. The company operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.

Why Investors Should Care

Strong Return on Equity

Generates a return on equity of 41.3%, reflecting efficient use of shareholder capital.

Positive Free Cash Flow

Generates positive free cash flow, funding growth and shareholder returns internally.

Recent Developments

  • Dec 2025 Revenue of $3.75B (+4.7% YoY); net profit $148.43M.
  • Trailing 12 Months Year-on-year growth — revenue +5.6%, earnings +52.2%.
  • 5-Year Trend Long-term compounding — revenue CAGR 5.1%, profit CAGR 8.1%.

Growth & Price Performance

Compounded Sales Growth

5 Years:5.12%
1 Year:5.60%

Compounded Profit Growth

5 Years:8.08%
1 Year:52.20%

Stock Price Performance

1 Year:+27.60%
6 Months:+40.99%
3 Months:+37.25%
1 Month:+7.28%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 94% of range
$42.72 $82.76
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)63.43 · Neutral
Price Performance
1M+7.28%
3M+37.25%
6M+40.99%
1Y+27.60%
Valuation vs Sector

P/E of 23.59 is above the sector median of 22.82 — pricier than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Strong return on equity of 41.3%.
  • Generates positive free cash flow.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
23.59
Industry PE
22.82
Forward P/E
18.08
PEG Ratio
1.55
Book Value
$9.22
Price to Book
8.16
P/S
0.98
EV/EBITDA
16.67
Dividend Yield
1.59%

Growth (CAGR)

Revenue 5Y
5.12%
Profit 5Y
8.08%
Revenue (YoY)
5.60%
Earnings (YoY)
52.20%

Profitability & Returns

ROCE
7.54%
ROE
41.33%
ROA
4.46%
Profit Margin
4.34%
Op Margin
5.83%
Gross Margin
40.49%
EPS (Latest Qtr)
$1.02
EPS (TTM)
$3.41

Balance Sheet & Liquidity

Debt/Equity
4.66
Quick Ratio
0.43
Current Ratio
0.59
Debt
$2.14B
Total Assets
$3.30B
Current Assets
$464.85M
Working Capital
$-322.18M

Ownership

Promoter Holding
7.51%
Chg in Prom Hold
-
FII / Inst Holding
104.40%
Chg in FII Hold
0.18%

Financial Snapshot

Enterprise Value
$4.00B
Total Revenue (TTM)
$3.80B
EBITDA
$338.80M
Free Cash Flow
$128.07M
Operating Cash Flow
$319.09M
Shares Outstanding
49.69M
Gross Margin
40.49%
Payout Ratio
32.55%

Peer comparison

Peer companies in the same sector (Consumer Cyclical).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 CAKE The Cheesecake Factory Incorporated R2K 80.44 23.59 $4.00B 1.59% 7.54% 41.33% 5.12% 8.08%
2 AMZN Amazon.com, Inc. NDXSPXAI 247.49 32.82 $2.66T 0.00% 16.60% 24.29% 11.73% 984.47%
3 TSLA Tesla, Inc. NDXSPXAI 396.18 360.16 $1.49T 0.00% 4.10% 4.90% 52.40% 39.39%
4 HD The Home Depot, Inc. SPX 337.74 23.97 $336.77B 2.84% 28.75% 128.38% 1.52% -6.11%
5 BABA Alibaba Group Holding Limited AI 112.32 17.28 $269.47B 0.93% 4.16% 9.22% 5.62% 12.49%
6 MCD McDonald's Corporation SPX 268.94 22.17 $191.08B 2.61% 22.47% - 0.92% 7.33%
7 TJX The TJX Companies, Inc. SPX 150.34 29.25 $166.08B 1.14% 21.26% 61.25% 6.84% 8.48%
8 BKNG Booking Holdings Inc. NDXSPX 174.85 23.04 $135.49B 0.97% 70.23% -96.88% 16.93% 22.07%
9 SBUX Starbucks Corporation NDXSPX 106.17 81.05 $121.00B 2.41% 13.46% -22.93% 7.93% 5.80%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Jan 2017Apr 2017Jul 2017Oct 2017Jan 2018Apr 2018Jul 2018Oct 2018Jan 2019Apr 2019Jul 2019Oct 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Apr 2023Jul 2023Oct 2023Apr 2024Jul 2024Oct 2024Apr 2025Jul 2025Sep 2025Mar 2026
Revenue ---------------------------------891.22M904.04M865.47M927.20M955.83M907.23M978.83M
Operating Income 41.05M49.75M35.64M38.80M48.59M55.19M50.06M47.15M43.56M50.22M34.32M22.75M31.55M34.54M33.49M19.36M30.15M40.10M26.96M6.39M-190.06M-83.71M-34.86M-38.81M8.84M41.12M31.38M28.32M27.94M-2.21M33.93M47.47M19.03M39.29M58.69M33.70M51.96M64.82M37.27M55.05M
Net Income ----------------26.98M35.51M16.09M48.71M-136.16M-56.54M-28.35M-32.32M3.87M33.72M32.68M23.16M25.66M-2.40M28.05M42.67M17.95M33.19M52.44M29.99M32.94M54.81M31.90M49.55M
Diluted EPS 0.560.690.520.540.680.780.700.660.710.780.561.240.560.610.610.350.600.790.361.10-3.11-1.61-0.76-0.85-0.030.370.640.450.50-0.050.560.870.370.681.080.610.671.140.661.02

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Jan 2012Jan 2013Dec 2013Dec 2014Dec 2015Jan 2017Jan 2018Jan 2019Dec 2019Dec 2020Dec 2021Jan 2023Jan 2024Dec 2024Dec 2025
Revenue 1.61B1.60B1.66B1.76B1.81B1.88B1.98B2.10B2.28B2.26B2.33B2.48B1.98B2.93B3.30B3.44B3.58B3.75B
Operating Income 87.17M73.72M128.21M133.45M138.70M160.95M144.73M165.25M200.99M152.84M118.95M103.60M-347.44M82.32M38.94M108.57M178.32M187.28M
Net Income -42.83M81.71M95.72M98.42M114.36M101.28M116.52M139.49M157.39M99.03M127.29M-253.37M72.37M43.12M101.35M156.78M148.43M
Diluted EPS 0.820.711.351.641.782.101.962.302.833.272.142.86-6.321.010.862.073.203.06

Balance Sheet (Annual)

Figures in USD.

Metric Jan 2008Dec 2008Dec 2009Dec 2010Jan 2012Jan 2013Dec 2013Dec 2014Dec 2015Jan 2017Jan 2018Jan 2019Dec 2019Dec 2020Dec 2021Dec 2022Jan 2023Dec 2023Jan 2024Dec 2024Dec 2025
Total Assets --1.05B1.04B1.02B1.09B1.11B1.16B1.23B1.29B1.33B1.31B2.84B2.75B-2.78B2.78B2.84B2.84B3.04B3.26B
Current Assets ---------------345.77M-300.80M-333.31M454.83M
Cash & Equivalents 36.87M80.36M73.72M81.62M48.21M83.57M61.75M58.02M43.85M53.84M6.01M26.58M58.42M154.09M-114.78M114.78M56.29M56.29M84.18M215.73M
Inventory ---------------55.56M-57.65M-64.53M53.97M
Receivables ---------------127.03M-123.76M-129.92M130.42M
Total Liabilities ---------------2.48B2.48B2.52B2.52B2.60B2.83B
Current Liabilities --200.46M202.71M223.24M253.03M264.25M322.01M350.23M376.53M397.95M416.50M614.59M586.07M-656.68M656.68M660.67M660.67M711.42M777.01M
Long Term Debt ----------10.00M10.00M290.00M280.00M-468.03M468.03M470.05M470.05M452.06M561.26M
Total Debt ---------------1.84B-1.86B-1.91B2.13B
Total Equity 562.93M452.57M516.11M592.34M542.75M579.73M577.35M556.51M588.54M603.21M613.53M571.06M571.74M288.69M-292.00M292.00M318.06M318.06M443.45M436.43M
Shares Outstanding ---------------106.32M-107.20M-108.39M109.55M

Cash Flows (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Jan 2012Jan 2013Dec 2013Dec 2014Dec 2015Jan 2017Jan 2018Jan 2019Dec 2019Dec 2020Dec 2021Dec 2022Jan 2023Dec 2023Jan 2024Dec 2024Dec 2025
Operating Cash Flow 169.19M197.13M165.24M----247.73M316.38M238.80M291.31M218.76M2.91M-161.93M161.93M218.40M218.40M268.32M301.28M
Investing Cash Flow -73.44M-36.24M-41.85M-----155.70M-159.46M-140.43M-130.39M-363.06M-50.91M--112.81M-112.81M-153.50M-153.50M-161.10M-147.26M
Financing Cash Flow -52.25M-167.54M-115.48M-----106.19M-146.94M-146.09M-140.29M176.02M143.69M--123.64M-123.64M-123.53M-123.53M-78.79M-22.78M
Capital Expenditure -84.91M-37.24M-41.85M-76.75M-86.44M-106.29M-113.98M-153.94M-115.82M-120.78M-102.91M-73.77M-50.33M--113.14M-112.46M-153.22M-151.56M-161.42M-147.26M
Free Cash Flow 84.28M159.89M123.39M----93.79M200.56M118.02M188.41M145.00M-47.42M-48.78M49.46M65.18M66.84M106.91M154.02M
Net Change in Cash ---------------74.53M--58.63M-28.43M131.24M
Share Buybacks 172.46M-52.09M172.13M101.39M183.66M140.48M109.37M146.47M122.97M109.28M50.98M3.62M5.77M-63.13M-46.09M18.23M153.90M
Dividends Paid ----12.76M27.19M30.33M35.97M42.37M49.89M56.25M60.72M15.79M-------

Ratios (Annual)

Figures in %.

Metric Dec 2008Dec 2009Dec 2010Jan 2012Jan 2013Dec 2013Dec 2014Dec 2015Jan 2017Jan 2018Jan 2019Dec 2019Dec 2020Dec 2021Jan 2023Jan 2024Dec 2024Dec 2025
Gross Margin % ------------------
Operating Margin % 5.4%4.6%7.7%7.6%7.7%8.6%7.3%7.9%8.8%6.8%5.1%4.2%-17.5%2.8%1.2%3.2%5.0%5.0%
Net Margin % -2.7%4.9%5.4%5.4%6.1%5.1%5.5%6.1%7.0%4.2%5.1%-12.8%2.5%1.3%2.9%4.4%4.0%
ROE % -8.3%13.8%17.6%17.0%19.8%18.2%19.8%23.1%25.7%17.3%22.3%-87.8%-14.8%31.9%35.4%34.0%
ROCE % -8.7%15.4%16.7%16.5%19.1%17.2%18.7%21.9%16.3%13.3%4.7%-16.1%-1.8%5.0%7.7%7.5%

Shareholding Pattern

Insiders
7.51%
Institutions
104.40%
Public Float
112.88%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 13.43% 6.67M $519.36M
2 FMR, LLC 11.91% 5.92M $460.41M
3 Vanguard Portfolio Management LLC 5.58% 2.77M $215.83M
4 Earnest Partners LLC 4.20% 2.09M $162.54M
5 Vanguard Capital Management LLC 4.07% 2.02M $157.33M
6 Invesco Ltd. 4.05% 2.01M $156.43M
7 Kayne Anderson Rudnick Investment Management LLC 4.01% 1.99M $155.02M
8 State Street Corporation 3.62% 1.80M $140.11M
9 American Century Companies Inc 3.57% 1.77M $138.03M
10 Bank of America Corporation 2.76% 1.37M $106.59M

Analyst View

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Latest News

Recent headlines for CAKE

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Cheesecake Factory (CAKE) Stock Looks Overvalued On Cash Flow Yet Fair On Earnings - Yahoo Finance

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CAKE — Frequently Asked Questions

What is the current share price of The Cheesecake Factory Incorporated (CAKE)?

As of 2026-07-14 21:23 PDT, The Cheesecake Factory Incorporated (CAKE) trades at $80.44 on NasdaqGS. Its 52-week range is $42.72 to $82.76.

What is the market capitalisation of CAKE?

The Cheesecake Factory Incorporated (CAKE) has a market capitalisation of $4.00B on NasdaqGS.

What is the P/E ratio of CAKE?

CAKE trades at a trailing price-to-earnings (P/E) ratio of 23.59. The industry average P/E is 22.82. Its price-to-book (P/B) ratio is 8.16.

Does CAKE pay a dividend?

The Cheesecake Factory Incorporated (CAKE) currently offers a dividend yield of 1.59%.

What is the return on equity (ROE) of CAKE?

CAKE has a return on equity (ROE) of 41.33%. Its return on capital employed (ROCE) is 7.54%.

Is CAKE a good stock to buy?

This page provides a data-driven analysis of The Cheesecake Factory Incorporated (CAKE), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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