Loading stock…

Shake Shack Inc. (SHAK) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

Shake Shack Inc.

SHAKMarket cap $2.59BPrice $64.2

Country🇺🇸United States

SectorConsumer

IndustryHotels & Leisure

Runs a fast-growing burger chain that turned fine-dining chefs loose on fast food, birthing the "better burger" category. Started as a single hot dog cart in a New York City park before becoming a global drive-thru and delivery powerhouse.

In Bastion Portfolios?

52W Return-30%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+17%9

Revenue Forecast

Rev CAGR (1y)+14%7

Rev CAGR (3y)+14%8

Rev CAGR (5y)+14%8

Earnings Forecast

EPS Growth Y+1+6%6

EPS Growth Y+2+26%8

EPS Growth Y+3+25%8

Quality

Margins

EBIT Margin4%2

Net Income Margin3%3

Free Cash Flow Margin-1%3

Debt

Net Debt/EBITDA2.24

Efficiency

ROE8%4

ROA2%4

Earnings Stability66

GEAR+WEAK18

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)471

P/E Ratio (Forward 3y)341

P/BV5.03

EV Multiples

EV/EBITDA Fwd154

EV/EBIT Fwd571

Yield

Free Cash Flow Yield-0.4%2

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return+18%9

YTD return-21%2

Mid term

Price vs 52wHigh60%2

1 year return-31%2

Long term

3 year return+14%4

5 year return-18%3

Risk Shield

Price Risk

Beta1.62

Volatility58%2

Free Cash Flow

Free Cash Flow Margin-1%3

Free Cash Flow Yield-0.4%2

Quality

ROCE4%3

Earnings Stability66

Net Debt/EBITDA2.24

02Growth

Is it actually growing, and how fast?

SHAKShake Shack

Revenue FY25$1.4B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%9

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+14%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+6%6

EPS growth, FY27E+26%8

EPS growth, FY28E+25%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 17%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 17%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 14%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 25%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+18%9

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-31%2

3-year return+14%4

5-year return-18%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+18%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+14% over three years and -18% over five), behind 60% of the market.

It's down 31% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-21%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Shake Shack. 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

Loading charts…

02Growth

Is it actually growing, and how fast?

SHAKShake Shack

Revenue FY25$1.4B

GROWTH RATING↗

STRONG79 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+17%9

Revenue, next 1Y+14%7

Revenue, next 3Y, CAGR+14%8

Revenue, next 5Y, CAGR+14%8

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+6%6

EPS growth, FY27E+26%8

EPS growth, FY28E+25%8

GROWTH ASSESSMENT

STRENGTHS

It out-grows 79% of companies worldwide.

Revenue grew 17%/yr over the last 3 years, ahead of 80% of companies worldwide.9/10

Revenue is set to grow 14%/yr over the next 3 years, ahead of most of the market.8/10

Revenue grew 17%/yr over the last 3 years and is set to keep growing around 14%/yr.

The runway holds up: revenue is set to grow 14%/yr over five years.8/10

Earnings are set to grow faster than sales (EPS about 25%/yr vs revenue 14%/yr), so margins should widen.

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Elite Compounder

A top-tier grower.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

WEAK28 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return+18%9

YTD return-21%2

MID & LONG-TERM▾SCORE

% of 52-week high60%2

1-year return-31%2

3-year return+14%4

5-year return-18%3

MOMENTUM ASSESSMENT

STRENGTHS

Strong recent results. The stock is outperforming over three months (+18%).

WATCH

Returns sit at the market level over the past month (-5%).

WEAKNESSES

Weak long-term results. It has been a disappointing long-term hold (+14% over three years and -18% over five), behind 60% of the market.

It's down 31% over the past year, now 40% below its 52-week high. That is lagging the market.

The stock is underperforming so far this year (-21%).

BOTTOM LINE

Weak Tape

Returns across short and long horizons rank poorly versus the market. Momentum offers no support here; the case has to come from other factors. The one thing to watch: the multi-year record is weak.

04Value

Are you paying a fair price for it?

Stop guessing on Shake Shack. 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