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The Cheesecake Factory Incorporated (CAKE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Cheesecake Factory Incorporated

CAKEMarket cap $5.39BPrice $108.2

Country🇺🇸United States

SectorConsumer

IndustryHotels & Leisure

Runs 300+ full-service restaurants known for oversized portions and a 250-plus item menu, anchored by that iconic cheesecake. Also supplies bakery products to grocery stores and other restaurants, turning dessert into a second revenue stream beyond the dining room.

In Bastion Portfolios?

52W Return+104%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+4%5

Revenue Forecast

Rev CAGR (1y)+7%5

Rev CAGR (3y)+7%5

Rev CAGR (5y)+5%4

Earnings Forecast

EPS Growth Y+1+39%9

EPS Growth Y+2+12%7

EPS Growth Y+3+11%7

Quality

Margins

EBIT Margin6%3

Net Income Margin5%3

Free Cash Flow Margin5%4

Debt

Net Debt/EBITDA3.03

Efficiency

ROE39%10

ROA6%6

Earnings Stability77

GEAR+WEAK31

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)243

P/E Ratio (Forward 3y)203

P/BV10.42

EV Multiples

EV/EBITDA Fwd202

EV/EBIT Fwd292

Yield

Free Cash Flow Yield3.8%5

Dividend Yield1.1%3

Momentum

Short term

1 month return+1%8

3 month return+40%10

YTD return+117%10

Mid term

Price vs 52wHigh91%8

1 year return+104%10

Long term

3 year return+297%10

5 year return+161%8

Risk Shield

Price Risk

Beta1.04

Volatility39%5

Free Cash Flow

Free Cash Flow Margin5%4

Free Cash Flow Yield3.8%5

Quality

ROCE10%5

Earnings Stability77

Net Debt/EBITDA3.03

02Growth

Is it actually growing, and how fast?

CAKEThe Cheesecake Factory

Revenue FY25$3.6B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+39%9

EPS growth, FY27E+12%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 7%/yr).

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+40%10

YTD return+117%10

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+104%10

3-year return+297%10

5-year return+161%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +297% over three years and +161% over five, ahead of 80% of the market.

It's up 104% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+40%) and so far this year (+117%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on The Cheesecake Factory Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

CAKEThe Cheesecake Factory

Revenue FY25$3.6B

GROWTH RATING↗

AVERAGE46 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+4%5

Revenue, next 1Y+7%5

Revenue, next 3Y, CAGR+7%5

Revenue, next 5Y, CAGR+5%4

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+39%9

EPS growth, FY27E+12%7

EPS growth, FY28E+11%7

GROWTH ASSESSMENT

STRENGTHS

Earnings are set to grow in step with sales (EPS about 12%/yr vs revenue 7%/yr).

WATCH

A mid-pack grower, ahead of 46% of companies worldwide.

Revenue is set to grow 7%/yr over the next 3 years, in line with the market.5/10

Revenue grew 4%/yr over the last 3 years and is set to keep growing around 7%/yr.

Over five years revenue is set to grow 5%/yr, behind 60% of companies worldwide.4/10

WEAKNESSES

None flagged.

BOTTOM LINE

Margin Expander

A middle-of-the-pack grower. The one thing to watch: forward revenue growth is only about average.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG96 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+1%8

3-month return+40%10

YTD return+117%10

MID & LONG-TERM▾SCORE

% of 52-week high91%8

1-year return+104%10

3-year return+297%10

5-year return+161%8

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +297% over three years and +161% over five, ahead of 80% of the market.

It's up 104% over the past year, but 9% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+1%), over three months (+40%) and so far this year (+117%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally, and the stock trades near its highs. The market is fully behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on The Cheesecake Factory Incorporated. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community