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CBRL vs CAKE
Revenue, margins, valuation, and 5-year total return — side by side.
Restaurants
CBRL vs CAKE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Restaurants | Restaurants |
| Market Cap | $696M | $3.03B |
| Revenue (TTM) | $3.36B | $3.75B |
| Net Income (TTM) | $-4M | $148M |
| Gross Margin | 25.4% | 78.3% |
| Operating Margin | -0.4% | 5.0% |
| Forward P/E | 15.1x | 15.0x |
| Total Debt | $1.13B | $3.46B |
| Cash & Equiv. | $40M | $216M |
CBRL vs CAKE — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Cracker Barrel Old … (CBRL) | 100 | 29.1 | -70.9% |
| The Cheesecake Fact… (CAKE) | 100 | 283.1 | +183.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CBRL vs CAKE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
CBRL is the clearest fit if your priority is income & stability.
- Dividend streak 0 yrs, beta 1.38, yield 3.3%
- 3.3% yield, vs CAKE's 1.8%
CAKE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 4.7%, EPS growth -4.1%, 3Y rev CAGR 4.3%
- 35.6% 10Y total return vs CBRL's -45.8%
- Lower volatility, beta 1.11, current ratio 0.59x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.7% revenue growth vs CBRL's 0.4% | |
| Value | Lower P/E (15.0x vs 15.1x) | |
| Quality / Margins | 4.0% margin vs CBRL's -0.1% | |
| Stability / Safety | Beta 1.11 vs CBRL's 1.38 | |
| Dividends | 3.3% yield, vs CAKE's 1.8% | |
| Momentum (1Y) | +23.5% vs CBRL's -27.5% | |
| Efficiency (ROA) | 4.7% ROA vs CBRL's -0.2%, ROIC 4.7% vs 2.6% |
CBRL vs CAKE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
CBRL vs CAKE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
CAKE leads this category, winning 6 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
CAKE and CBRL operate at a comparable scale, with $3.8B and $3.4B in trailing revenue. Profitability is closely matched — net margins range from 4.0% (CAKE) to -0.1% (CBRL). On growth, CAKE holds the edge at +4.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $3.4B | $3.8B |
| EBITDAEarnings before interest/tax | $120M | $296M |
| Net IncomeAfter-tax profit | -$4M | $148M |
| Free Cash FlowCash after capex | -$21M | $155M |
| Gross MarginGross profit ÷ Revenue | +25.4% | +78.3% |
| Operating MarginEBIT ÷ Revenue | -0.4% | +5.0% |
| Net MarginNet income ÷ Revenue | -0.1% | +4.0% |
| FCF MarginFCF ÷ Revenue | -0.6% | +4.1% |
| Rev. Growth (YoY)Latest quarter vs prior year | -7.9% | +4.4% |
| EPS Growth (YoY)Latest quarter vs prior year | -94.2% | -28.6% |
Valuation Metrics
CBRL leads this category, winning 5 of 5 comparable metrics.
Valuation Metrics
At 15.1x trailing earnings, CBRL trades at a 24% valuation discount to CAKE's 19.8x P/E. On an enterprise value basis, CBRL's 9.4x EV/EBITDA is more attractive than CAKE's 21.2x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $696M | $3.0B |
| Enterprise ValueMkt cap + debt − cash | $1.8B | $6.3B |
| Trailing P/EPrice ÷ TTM EPS | 15.12x | 19.80x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 15.04x |
| PEG RatioP/E ÷ EPS growth rate | — | — |
| EV / EBITDAEnterprise value multiple | 9.40x | 21.19x |
| Price / SalesMarket cap ÷ Revenue | 0.20x | 0.81x |
| Price / BookPrice ÷ Book value/share | 1.52x | 6.74x |
| Price / FCFMarket cap ÷ FCF | 11.56x | 19.55x |
Profitability & Efficiency
CAKE leads this category, winning 5 of 9 comparable metrics.
Profitability & Efficiency
CAKE delivers a 37.1% return on equity — every $100 of shareholder capital generates $37 in annual profit, vs $-1 for CBRL. CBRL carries lower financial leverage with a 2.44x debt-to-equity ratio, signaling a more conservative balance sheet compared to CAKE's 7.93x. On the Piotroski fundamental quality scale (0–9), CBRL scores 7/9 vs CAKE's 6/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -0.9% | +37.1% |
| ROA (TTM)Return on assets | -0.2% | +4.7% |
| ROICReturn on invested capital | +2.6% | +4.7% |
| ROCEReturn on capital employed | +3.4% | +7.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 6 |
| Debt / EquityFinancial leverage | 2.44x | 7.93x |
| Net DebtTotal debt minus cash | $1.1B | $3.2B |
| Cash & Equiv.Liquid assets | $40M | $216M |
| Total DebtShort + long-term debt | $1.1B | $3.5B |
| Interest CoverageEBIT ÷ Interest expense | -0.57x | 16.15x |
Total Returns (Dividends Reinvested)
CAKE leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in CAKE five years ago would be worth $10,215 today (with dividends reinvested), compared to $2,947 for CBRL. Over the past 12 months, CAKE leads with a +23.5% total return vs CBRL's -27.5%. The 3-year compound annual growth rate (CAGR) favors CAKE at 24.3% vs CBRL's -27.6% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +17.9% | +15.7% |
| 1-Year ReturnPast 12 months | -27.5% | +23.5% |
| 3-Year ReturnCumulative with dividends | -62.1% | +92.1% |
| 5-Year ReturnCumulative with dividends | -70.5% | +2.1% |
| 10-Year ReturnCumulative with dividends | -45.8% | +35.6% |
| CAGR (3Y)Annualised 3-year return | -27.6% | +24.3% |
Risk & Volatility
CAKE leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CAKE is the less volatile stock with a 1.11 beta — it tends to amplify market swings less than CBRL's 1.38 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CAKE currently trades 87.2% from its 52-week high vs CBRL's 43.3% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.38x | 1.11x |
| 52-Week HighHighest price in past year | $71.93 | $69.70 |
| 52-Week LowLowest price in past year | $24.85 | $43.07 |
| % of 52W HighCurrent price vs 52-week peak | +43.3% | +87.2% |
| RSI (14)Momentum oscillator 0–100 | 54.4 | 50.5 |
| Avg Volume (50D)Average daily shares traded | 1.1M | 1.2M |
Analyst Outlook
CBRL leads this category, winning 1 of 1 comparable metric.
Analyst Outlook
Wall Street rates CBRL as "Hold" and CAKE as "Hold". Consensus price targets imply 7.7% upside for CAKE (target: $66) vs -1.8% for CBRL (target: $31). For income investors, CBRL offers the higher dividend yield at 3.30% vs CAKE's 1.78%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Hold | Hold |
| Price TargetConsensus 12-month target | $30.60 | $65.50 |
| # AnalystsCovering analysts | 31 | 48 |
| Dividend YieldAnnual dividend ÷ price | +3.3% | +1.8% |
| Dividend StreakConsecutive years of raises | 0 | 0 |
| Dividend / ShareAnnual DPS | $1.03 | $1.08 |
| Buyback YieldShare repurchases ÷ mkt cap | +0.2% | +5.1% |
CAKE leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). CBRL leads in 2 (Valuation Metrics, Analyst Outlook).
CBRL vs CAKE: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CBRL or CAKE a better buy right now?
For growth investors, The Cheesecake Factory Incorporated (CAKE) is the stronger pick with 4.
7% revenue growth year-over-year, versus 0. 4% for Cracker Barrel Old Country Store, Inc. (CBRL). Cracker Barrel Old Country Store, Inc. (CBRL) offers the better valuation at 15. 1x trailing P/E, making it the more compelling value choice. Analysts rate Cracker Barrel Old Country Store, Inc. (CBRL) a "Hold" — based on 31 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CBRL or CAKE?
On trailing P/E, Cracker Barrel Old Country Store, Inc.
(CBRL) is the cheapest at 15. 1x versus The Cheesecake Factory Incorporated at 19. 8x.
03Which is the better long-term investment — CBRL or CAKE?
Over the past 5 years, The Cheesecake Factory Incorporated (CAKE) delivered a total return of +2.
1%, compared to -70. 5% for Cracker Barrel Old Country Store, Inc. (CBRL). Over 10 years, the gap is even starker: CAKE returned +35. 6% versus CBRL's -45. 8%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CBRL or CAKE?
By beta (market sensitivity over 5 years), The Cheesecake Factory Incorporated (CAKE) is the lower-risk stock at 1.
11β versus Cracker Barrel Old Country Store, Inc. 's 1. 38β — meaning CBRL is approximately 24% more volatile than CAKE relative to the S&P 500. On balance sheet safety, Cracker Barrel Old Country Store, Inc. (CBRL) carries a lower debt/equity ratio of 2% versus 8% for The Cheesecake Factory Incorporated — giving it more financial flexibility in a downturn.
05Which is growing faster — CBRL or CAKE?
By revenue growth (latest reported year), The Cheesecake Factory Incorporated (CAKE) is pulling ahead at 4.
7% versus 0. 4% for Cracker Barrel Old Country Store, Inc. (CBRL). On earnings-per-share growth, the picture is similar: Cracker Barrel Old Country Store, Inc. grew EPS 12. 6% year-over-year, compared to -4. 1% for The Cheesecake Factory Incorporated. Over a 3-year CAGR, CAKE leads at 4. 3% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CBRL or CAKE?
The Cheesecake Factory Incorporated (CAKE) is the more profitable company, earning 4.
0% net margin versus 1. 3% for Cracker Barrel Old Country Store, Inc. — meaning it keeps 4. 0% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CAKE leads at 5. 0% versus 1. 6% for CBRL. At the gross margin level — before operating expenses — CAKE leads at 78. 3%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CBRL or CAKE more undervalued right now?
Analyst consensus price targets imply the most upside for CAKE: 7.
7% to $65. 50.
08Which pays a better dividend — CBRL or CAKE?
All stocks in this comparison pay dividends.
Cracker Barrel Old Country Store, Inc. (CBRL) offers the highest yield at 3. 3%, versus 1. 8% for The Cheesecake Factory Incorporated (CAKE).
09Is CBRL or CAKE better for a retirement portfolio?
For long-horizon retirement investors, The Cheesecake Factory Incorporated (CAKE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 1.
11), 1. 8% yield). Both have compounded well over 10 years (CAKE: +35. 6%, CBRL: -45. 8%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CBRL and CAKE?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: CBRL is a small-cap deep-value stock; CAKE is a small-cap quality compounder stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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