8-K Announcements
6Apr 1, 2026·SEC
Mar 9, 2026·SEC
Mar 2, 2026·SEC
Shake Shack Inc. (SHAK) fundamental analysis — strengths, weaknesses & financial health based on data analysis
* These insights are generated automatically based on available financial data. Please conduct your own research before making investment decisions.
Shake Shack Inc. (SHAK) stock price & volume — 10-year historical chart
Shake Shack Inc. (SHAK) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Shake Shack Inc. (SHAK) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q1 2026Latest | Feb 26, 2026 | $0.37vs $0.35+6.0% | $401Mvs $402M-0.4% |
| Q4 2025 | Oct 30, 2025 | $0.36vs $0.32+13.1% | $367Mvs $364M+1.0% |
| Q3 2025 | Jul 31, 2025 | $0.44vs $0.37+18.9% | $356Mvs $364M-2.2% |
| Q2 2025 | May 1, 2025 | $0.14vs $0.16-12.5% | $321Mvs $351M-8.5% |
Shake Shack Inc. (SHAK) competitors in Quick-Service Food Chains — business model, growth, and fundamentals comparison
Shake Shack Inc. (SHAK) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Shake Shack Inc. (SHAK) annual income statement — 10-year revenue, gross profit & net income history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Sales/Revenue | 358.81M | 459.31M | 594.52M | 522.87M | 739.89M | 900.49M | 1.09B | 1.25B | 1.45B |
| Revenue Growth % | 33.65% | 28.01% | 29.44% | -12.05% | 41.51% | 21.7% | 20.77% | 15.18% | 15.38% |
| Cost of Goods Sold | 190.08M | 248.19M | 328.99M | 310.15M | 433.38M | 518.94M | 609.29M | 678.69M | 1.19B |
| COGS % of Revenue | 52.97% | 54.04% | 55.34% | 59.32% | 58.57% | 57.63% | 56.03% | 54.18% | 82.02% |
| Gross Profit | 168.73M▲ 0% | 211.12M▲ 25.1% | 265.53M▲ 25.8% | 212.72M▼ 19.9% | 306.52M▲ 44.1% | 381.54M▲ 24.5% | 478.24M▲ 25.3% | 573.92M▲ 20.0% | 259.8M▼ 54.7% |
| Gross Margin % | 47.03% | 45.96% | 44.66% | 40.68% | 41.43% | 42.37% | 43.97% | 45.82% | 17.98% |
| Gross Profit Growth % | 30.62% | 25.12% | 25.77% | -19.89% | 44.1% | 24.48% | 25.34% | 20.01% | -54.73% |
| Operating Expenses | 134.92M | 179.41M | 239.85M | 256.59M | 322.37M | 408.44M | 472.32M | 570.88M | 174.04M |
| OpEx % of Revenue | 37.6% | 39.06% | 40.34% | 49.07% | 43.57% | 45.36% | 43.43% | 45.58% | 12.04% |
| Selling, General & Admin | 67.2M | 85.43M | 114.1M | 115.84M | 146.42M | 188.52M | 209.39M | 242.12M | 176.23M |
| SG&A % of Revenue | 18.73% | 18.6% | 19.19% | 22.16% | 19.79% | 20.94% | 19.25% | 19.33% | 12.19% |
| Research & Development | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| R&D % of Revenue | - | - | - | - | - | - | - | - | - |
| Other Operating Expenses | 67.72M | 93.98M | 125.75M | 140.75M | 175.95M | 219.92M | 262.93M | 328.76M | -2.19M |
| Operating Income | 33.81M▲ 0% | 31.71M▼ 6.2% | 25.68M▼ 19.0% | -43.88M▼ 270.8% | -15.85M▲ 63.9% | -26.89M▼ 69.6% | 5.92M▲ 122.0% | 3.04M▼ 48.7% | 85.76M▲ 2722.8% |
| Operating Margin % | 9.42% | 6.9% | 4.32% | -8.39% | -2.14% | -2.99% | 0.54% | 0.24% | 5.93% |
| Operating Income Growth % | 21.61% | -6.22% | -19% | -270.82% | 63.87% | -69.65% | 122.02% | -48.69% | 2722.81% |
| EBITDA | 55.52M | 60.71M | 66.39M | 6.37M | 44.38M | 47.4M | 98.96M | 107.64M | 192.36M |
| EBITDA Margin % | 15.47% | 13.22% | 11.17% | 1.22% | 6% | 5.26% | 9.1% | 8.59% | 13.31% |
| EBITDA Growth % | 31.22% | 9.36% | 9.35% | -90.41% | 596.86% | 6.8% | 108.77% | 8.77% | 78.7% |
| D&A (Non-Cash Add-back) | 21.7M | 29M | 40.7M | 50.24M | 60.24M | 74.3M | 93.04M | 104.61M | 106.6M |
| EBIT | 161.94M | 33.23M | 27.95M | -44.66M | -15.76M | -22.77M | 18.7M | 16.29M | 74.77M |
| Net Interest Income | -1.64M | -2.42M | -434K | -815K | -1.58M | -1.52M | -1.72M | -2.04M | -2.16M |
| Interest Income | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest Expense | 1.64M | 2.42M | 434K | 815K | 1.58M | 1.52M | 1.72M | 2.04M | 2.16M |
| Other Income/Expense | 126.48M | -901K | 1.83M | -1.6M | -1.48M | 2.61M | 11.06M | 11.21M | -13.15M |
| Pretax Income | 160.29M▲ 0% | 30.81M▼ 80.8% | 27.51M▼ 10.7% | -45.48M▼ 265.3% | -17.34M▲ 61.9% | -24.29M▼ 40.1% | 16.98M▲ 169.9% | 14.24M▼ 16.1% | 72.61M▲ 409.8% |
| Pretax Margin % | 44.67% | 6.71% | 4.63% | -8.7% | -2.34% | -2.7% | 1.56% | 1.14% | 5.02% |
| Income Tax | 151.41M | 8.86M | 3.39M | 57K | -11.32M | -1.18M | -4.01M | 3.42M | 22.9M |
| Effective Tax Rate % | 94.46% | 28.76% | 12.31% | -0.13% | 65.29% | 4.86% | -23.62% | 24.04% | 31.54% |
| Net Income | -320K▲ 0% | 15.18M▲ 4843.4% | 19.83M▲ 30.6% | -42.16M▼ 312.6% | -4.56M▲ 89.2% | -21.23M▼ 365.4% | 20.26M▲ 195.5% | 10.21M▼ 49.6% | 45.73M▲ 348.0% |
| Net Margin % | -0.09% | 3.3% | 3.33% | -8.06% | -0.62% | -2.36% | 1.86% | 0.81% | 3.16% |
| Net Income Growth % | -102.57% | 4843.44% | 30.62% | -312.63% | 89.18% | -365.45% | 195.45% | -49.63% | 347.98% |
| Net Income (Continuing) | 8.88M | 21.95M | 24.13M | -45.53M | -6.02M | -23.11M | 20.99M | 10.82M | 49.71M |
| Discontinued Operations | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Minority Interest | 54.99M | 47.38M | 23.17M | 27.17M | 26.06M | 24.63M | 25.95M | 23.61M | 28.42M |
| EPS (Diluted) | -0.09▲ 0% | 0.52▲ 694.3% | 0.61▲ 17.3% | -1.23▼ 301.6% | -0.22▲ 82.1% | -0.66▼ 200.0% | 0.46▲ 169.7% | 0.24▼ 47.8% | 1.09▲ 354.2% |
| EPS Growth % | -116.51% | 694.29% | 17.31% | -301.64% | 82.11% | -200% | 169.7% | -47.83% | 354.17% |
| EPS (Basic) | -0.09 | 0.54 | 0.63 | -1.23 | -0.22 | -0.66 | 0.51 | 0.26 | 1.14 |
| Diluted Shares Outstanding | 25.88M | 29.18M | 32.25M | 37.13M | 39.09M | 39.24M | 43.9M | 44.2M | 41.85M |
| Basic Shares Outstanding | 25.88M | 28.3M | 31.38M | 37.13M | 39.09M | 39.24M | 39.42M | 39.83M | 40.21M |
| Dividend Payout Ratio | - | - | - | - | - | - | - | - | - |
Shake Shack Inc. (SHAK) balance sheet — assets, liabilities & shareholders' equity
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Total Current Assets | 93.2M | 101.12M | 87.67M | 203.19M | 409.68M | 343.99M | 334.43M | 368.22M | 430.35M |
| Cash & Short-Term Investments | 21.51M | 24.75M | 73.61M | 183.76M | 382.41M | 311.23M | 293.21M | 320.71M | 360.12M |
| Cash Only | 21.51M | 24.75M | 37.1M | 146.87M | 302.41M | 230.52M | 224.65M | 320.71M | 360.12M |
| Short-Term Investments | 0 | 0 | 36.51M | 36.89M | 80M | 80.71M | 68.56M | 0 | 0 |
| Accounts Receivable | 5.64M | 10.52M | 9.97M | 9.46M | 13.66M | 24M | 28.98M | 19.69M | 277.43M |
| Days Sales Outstanding | 5.74 | 8.36 | 6.12 | 6.61 | 6.74 | 9.73 | 9.73 | 5.74 | 70.06 |
| Inventory | 1.26M | 1.75M | 2.22M | 2.89M | 3.85M | 4.18M | 5.4M | 6.01M | 7.18M |
| Days Inventory Outstanding | 2.42 | 2.57 | 2.46 | 3.4 | 3.24 | 2.94 | 3.24 | 3.23 | 2.21 |
| Other Current Assets | 2.2M | 0 | 1.88M | 7.07M | 9.76M | 763K | 1.19M | 844K | -214.38M |
| Total Non-Current Assets | 377.41M | 509.41M | 885.13M | 942.16M | 1.05B | 1.17B | 1.27B | 1.33B | 1.47B |
| Property, Plant & Equipment | 187.09M | 261.85M | 589.29M | 642.86M | 736.66M | 834.52M | 929.29M | 976.21M | 1.13B |
| Fixed Asset Turnover | 1.92x | 1.75x | 1.01x | 0.81x | 1.00x | 1.08x | 1.17x | 1.28x | 1.28x |
| Goodwill | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Intangible Assets | 894K | 1.16M | 1.44M | 1.44M | 1.46M | 0 | 1.9M | 2.04M | 2.04M |
| Long-Term Investments | -894K | -1.16M | 0 | -1.44M | 0 | 0 | -1.9M | 0 | 0 |
| Other Non-Current Assets | 4.4M | 5.03M | 10.05M | 12.3M | 11.1M | 15.82M | 14.02M | 8.92M | 8.34M |
| Total Assets | 470.61M▲ 0% | 610.53M▲ 29.7% | 972.81M▲ 59.3% | 1.15B▲ 17.7% | 1.46B▲ 27.5% | 1.51B▲ 3.5% | 1.61B▲ 6.2% | 1.7B▲ 5.7% | 1.9B▲ 11.7% |
| Asset Turnover | 0.76x | 0.75x | 0.61x | 0.46x | 0.51x | 0.60x | 0.68x | 0.74x | 0.76x |
| Asset Growth % | -12.56% | 29.73% | 59.34% | 17.74% | 27.54% | 3.5% | 6.21% | 5.67% | 11.74% |
| Total Current Liabilities | 34.02M | 59.95M | 99.39M | 109.7M | 121.5M | 147.72M | 164.07M | 187.31M | 244.92M |
| Accounts Payable | 8.21M | 12.47M | 14.3M | 23.49M | 19.95M | 20.41M | 22.27M | 23.61M | 24.75M |
| Days Payables Outstanding | 15.77 | 18.33 | 15.87 | 27.64 | 16.8 | 14.35 | 13.34 | 12.7 | 7.62 |
| Short-Term Debt | 0 | 0 | 31.88M | 0 | 38.23M | 0 | 0 | 55.74M | 69.51M |
| Deferred Revenue (Current) | 1.47M | 1.8M | 2.26M | 2.64M | 3.3M | 2.29M | 2.6M | 2.58M | 0 |
| Other Current Liabilities | 19.59M | 35.03M | 39.51M | 35.48M | 45.38M | 9.36M | 4.99M | 20.13M | 150.66M |
| Current Ratio | 2.74x | 1.69x | 0.88x | 1.85x | 3.37x | 2.33x | 2.04x | 1.97x | 1.76x |
| Quick Ratio | 2.70x | 1.66x | 0.86x | 1.83x | 3.34x | 2.30x | 2.01x | 1.93x | 1.73x |
| Cash Conversion Cycle | -7.61 | -7.4 | -7.28 | -17.64 | -6.82 | -1.68 | -0.38 | -3.73 | 64.65 |
| Total Non-Current Liabilities | 212.1M | 277.13M | 551.43M | 601.15M | 903.68M | 927.4M | 972.42M | 1.02B | 1.1B |
| Long-Term Debt | 0 | 0 | 0 | 0 | 243.54M | 244.59M | 245.64M | 246.68M | 247.73M |
| Capital Lease Obligations | 14.52M | 20.85M | 308.56M | 347.32M | 404.42M | 431.14M | 473.25M | 503.12M | 584.88M |
| Deferred Tax Liabilities | 673K | 1.44M | 4.54M | 0 | 3.2M | 0 | 0 | 0 | 5.88M |
| Other Non-Current Liabilities | 197.59M | 256.28M | 227.02M | 241.68M | 239.85M | 237.33M | 236.37M | 249.17M | 245.77M |
| Total Liabilities | 246.13M | 337.08M | 650.82M | 710.86M | 1.03B | 1.08B | 1.14B | 1.2B | 1.34B |
| Total Debt | 14.52M | 20.85M | 340.43M | 384.98M | 686.19M | 720.51M | 771.33M | 865.36M | 902.13M |
| Net Debt | -6.99M | -3.9M | 303.33M | 238.1M | 383.78M | 489.99M | 546.68M | 544.65M | 542M |
| Debt / Equity | 0.05x | 0.06x | 1.06x | 0.89x | 1.58x | 1.65x | 1.64x | 1.75x | 1.63x |
| Debt / EBITDA | 0.26x | 0.34x | 5.13x | 60.45x | 15.46x | 15.20x | 7.79x | 8.04x | 4.69x |
| Net Debt / EBITDA | -0.13x | -0.06x | 4.57x | 37.38x | 8.65x | 10.34x | 5.52x | 5.06x | 2.82x |
| Interest Coverage | 98.56x | 13.76x | 64.40x | -54.80x | -9.99x | -15.00x | 10.89x | 7.97x | 34.63x |
| Total Equity | 279.47M▲ 0% | 320.83M▲ 14.8% | 321.99M▲ 0.4% | 434.49M▲ 34.9% | 435.6M▲ 0.3% | 436.84M▲ 0.3% | 469.37M▲ 7.4% | 493.63M▲ 5.2% | 553.75M▲ 12.2% |
| Equity Growth % | 11.56% | 14.8% | 0.36% | 34.94% | 0.25% | 0.28% | 7.45% | 5.17% | 12.18% |
| Book Value per Share | 10.80 | 11.00 | 9.98 | 11.70 | 11.14 | 11.13 | 10.69 | 11.17 | 13.23 |
| Total Shareholders' Equity | 224.48M | 273.45M | 298.82M | 407.32M | 409.54M | 412.2M | 443.42M | 470.02M | 525.33M |
| Common Stock | 37K | 38K | 38K | 42K | 42K | 42K | 42K | 42K | 42K |
| Retained Earnings | 16.4M | 30.4M | 54.37M | 12.21M | 3.55M | -3.49M | 16.78M | 26.98M | 72.71M |
| Treasury Stock | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Accumulated OCI | -49K | 0 | 2K | 3K | 1K | 0 | -3K | -1K | -1K |
| Minority Interest | 54.99M | 47.38M | 23.17M | 27.17M | 26.06M | 24.63M | 25.95M | 23.61M | 28.42M |
Shake Shack Inc. (SHAK) cash flow — operating, investing & free cash flow history
| Line item | Dec'17 | Dec'18 | Dec'19 | Dec'20 | Dec'21 | Dec'22 | Dec'23 | Dec'24 | Dec'25 |
|---|---|---|---|---|---|---|---|---|---|
| Cash from Operations | 70.88M | 85.39M | 89.57M | 37.35M | 58.4M | 76.74M | 132.14M | 171.16M | 222.35M |
| Operating CF Margin % | 19.75% | 18.59% | 15.07% | 7.14% | 7.89% | 8.52% | 12.15% | 13.66% | 15.38% |
| Operating CF Growth % | 30.57% | 20.48% | 4.89% | -58.3% | 56.37% | 31.4% | 72.19% | 29.53% | 29.91% |
| Net Income | 8.88M | 21.95M | 19.83M | -45.53M | -6.02M | -23.11M | 20.99M | 10.21M | 49.71M |
| Depreciation & Amortization | 21.7M | 29M | 40.7M | 50.24M | 60.24M | 74.3M | 93.04M | 104.61M | 108.79M |
| Stock-Based Compensation | 5.62M | 6.14M | 0 | 5.56M | 8.7M | 13.33M | 14.89M | 15.91M | 19.5M |
| Deferred Taxes | 146.33M | 788K | -6.06M | -1.36M | -14.47M | -5.01M | -9.07M | -1.05M | 16.62M |
| Other Non-Cash Items | -126.29M | 1.6M | 52.56M | 57.04M | 54.02M | 62.65M | 70.25M | 110.92M | 95.19M |
| Working Capital Changes | 14.62M | 25.92M | -17.45M | -28.61M | -44.06M | -45.41M | -57.95M | -69.44M | -67.45M |
| Change in Receivables | 6.42M | 5.53M | 10.73M | 1.01M | -4.19M | 9.14M | -2.97M | -2.84M | -9.55M |
| Change in Inventory | -452K | -491K | -472K | -667K | -962K | -334K | -1.22M | -610K | -1.17M |
| Change in Payables | 1.24M | 3.16M | 4.25M | 4.63M | -6.45M | 3.54M | 687K | 3.36M | -1.53M |
| Cash from Investing | -61.94M | -86.6M | -80.69M | -69.4M | -144.89M | -143.42M | -132.32M | -66.08M | -165.85M |
| Capital Expenditures | -61.53M | -87.53M | -106.51M | -69.04M | -101.5M | -142.56M | -146.17M | -135.5M | -165.85M |
| CapEx % of Revenue | 17.15% | 19.06% | 17.91% | 13.2% | 13.72% | 15.83% | 13.44% | 10.82% | 11.47% |
| Acquisitions | 5K | 16K | 0 | -79K | 0 | 0 | 0 | 0 | 0 |
| Investments | - | - | - | - | - | - | - | - | - |
| Other Investing | -5K | -16K | 0 | 79K | 0 | 0 | 0 | 0 | 0 |
| Cash from Financing | 965K | 4.45M | 3.46M | 141.82M | 242.02M | -5.2M | -5.68M | -9.02M | -17.1M |
| Debt Issued (Net) | 917K | 680K | -1.93M | -2.21M | 241.06M | -2.97M | -3.27M | -3.96M | -5.51M |
| Equity Issued (Net) | 0 | 0 | 9.2M | 145M | 0 | 0 | 0 | 1.63M | 123K |
| Dividends Paid | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Share Repurchases | -314K | -949K | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Financing | 48K | 3.77M | -3.81M | -970K | 965K | -2.23M | -2.41M | -6.68M | -11.71M |
| Net Change in Cash | 9.9M▲ 0% | 3.24M▼ 67.2% | 12.35M▲ 280.8% | 109.77M▲ 788.9% | 155.53M▲ 41.7% | -71.89M▼ 146.2% | -5.87M▲ 91.8% | 96.06M▲ 1737.0% | 39.41M▼ 59.0% |
| Free Cash Flow | 9.35M▲ 0% | -2.13M▼ 122.8% | -16.94M▼ 695.1% | -31.69M▼ 87.1% | -43.09M▼ 36.0% | -65.82M▼ 52.7% | -14.03M▲ 78.7% | 35.66M▲ 354.2% | 56.51M▲ 58.5% |
| FCF Margin % | 2.6% | -0.46% | -2.85% | -6.06% | -5.82% | -7.31% | -1.29% | 2.85% | 3.91% |
| FCF Growth % | 6414.19% | -122.79% | -695.12% | -87.1% | -35.99% | -52.74% | 78.69% | 354.18% | 58.48% |
| FCF per Share | 0.36 | -0.07 | -0.53 | -0.85 | -1.10 | -1.68 | -0.32 | 0.81 | 1.35 |
| FCF Conversion (FCF/Net Income) | -221.49x | 5.63x | 4.52x | -0.89x | -12.81x | -3.61x | 6.52x | 16.77x | 4.86x |
| Interest Paid | 0 | 0 | 0 | 0 | 252K | 252K | 882K | 882K | 0 |
| Taxes Paid | 0 | 0 | 0 | 0 | 2.81M | 3.73M | 6.53M | 6.53M | 0 |
Shake Shack Inc. (SHAK) financial ratios — P/E, ROE, debt and 30+ core market and balance-sheet ratios
| Metric | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Return on Equity (ROE) | 5.37% | -0.12% | 5.06% | 6.17% | -11.15% | -1.05% | -4.87% | 4.47% | 2.12% | 8.73% |
| Return on Invested Capital (ROIC) | 10.87% | 9.88% | 8.07% | 4.09% | -5.07% | -1.59% | -2.31% | 0.46% | 0.22% | 6.03% |
| Gross Margin | 48.12% | 47.03% | 45.96% | 44.66% | 40.68% | 41.43% | 42.37% | 43.97% | 45.82% | 17.98% |
| Net Margin | 4.64% | -0.09% | 3.3% | 3.33% | -8.06% | -0.62% | -2.36% | 1.86% | 0.81% | 3.16% |
| Debt / Equity | 0.01x | 0.05x | 0.06x | 1.06x | 0.89x | 1.58x | 1.65x | 1.64x | 1.75x | 1.63x |
| Interest Coverage | 77.19x | 98.56x | 13.76x | 64.40x | -54.80x | -9.99x | -15.00x | 10.89x | 7.97x | 34.63x |
| FCF Conversion | 4.36x | -221.49x | 5.63x | 4.52x | -0.89x | -12.81x | -3.61x | 6.52x | 16.77x | 4.86x |
| Revenue Growth | 40.86% | 33.65% | 28.01% | 29.44% | -12.05% | 41.51% | 21.7% | 20.77% | 15.18% | 15.38% |
Shake Shack Inc. (SHAK) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 1, 2026·SEC
Mar 9, 2026·SEC
Mar 2, 2026·SEC
Shake Shack Inc. (SHAK) stock FAQ — growth, dividends, profitability & financials explained
Shake Shack Inc. (SHAK) reported $1.45B in revenue for fiscal year 2025. This represents a 2434% increase from $57.0M in 2012.
Shake Shack Inc. (SHAK) grew revenue by 15.4% over the past year. This is strong growth.
Yes, Shake Shack Inc. (SHAK) is profitable, generating $45.7M in net income for fiscal year 2025 (3.2% net margin).
Shake Shack Inc. (SHAK) has a return on equity (ROE) of 8.7%. This is below average, suggesting room for improvement.
Shake Shack Inc. (SHAK) generated $56.5M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
Shake Shack Inc. (SHAK) financial analysis — history, returns, DCA and operating performance tools
Historical returns with dividends reinvested
Dollar cost averaging vs lump sum
Yield, growth, payout safety & DRIP
EPS trends, net income & profitability
Long-term charts & historical price data
Sales growth patterns & revenue breakdown
30 years of market, efficiency and balance-sheet ratios
DCF intrinsic value, peer multiples & estimates