CAKE's recent quarterly revenue of roughly $1.0B and a 5.9% net margin in 2026Q3 suggest the core restaurant franchise retains earnings power, though margins remain thin with operating margin oscillating between 3.5% and 7.6% over the last eight quarters.
Price trend, volume and key moving averages
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Oct 27, 2026 | $1.02+6.1% vs $0.96 | $1.0B+2.7% vs $1.0B |
Q3 2026 Jul 28, 2026 | $1.44+22.0% vs $1.18 | $1.0B+3.0% vs $1000M |
Q2 2026 Apr 29, 2026 | $1.05+1.9% vs $1.03 | $979M+1.5% vs $965M |
Q1 2026 Feb 18, 2026 | $1.00+2.0% vs $0.98 | $962M+1.3% vs $949M |
Cheesecake Factory outshines Texas Roadhouse with stronger earnings revisions, margin expansion and stock gains, making it the preferred pick in casual dining.
HIPO, CAKE and MSM made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on October 26th, 2026.
President Barack Obama over the weekend compared President Donald Trump's White House modifications to “Saddam Hussein opening up a Cheesecake Factory.”
Cheesecake Factory (CAKE) could produce exceptional returns because of its solid growth attributes.
Benchmark CAKE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for The Cheesecake Factory Incorporated (CAKE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $106.76 | $5.3B | 26.42 | 4.75% | 5.2% | 41.84% | 1.01% | |
| $226.35 | $25.92B | 21.90 | 9.39% | 8.85% | 55.9% | 2.66% | |
| $183.88 | $12.09B | 28.85 | 9.39% | 6.59% | 27.01% | 1.47% | |
| $9.75 | $834.74M | 11.70 | 0.14% | 1.79% | 17.78% | 4.6% | |
| $206.57 | $8.86B | 17.74 | 7.86% | 8.44% | 122.98% | — | |
| $55.67 | $1.17B | 27.46 | 3.08% | 3.13% | 11.84% | — |
The Cheesecake Factory Incorporated (CAKE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
The Cheesecake Factory Incorporated (CAKE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Oct 27, 2026·SEC
Jul 28, 2026·SEC
Apr 29, 2026·SEC
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The Cheesecake Factory Incorporated (CAKE) stock FAQ — growth, dividends, profitability & financials explained
The Cheesecake Factory Incorporated (CAKE) reported $4.00B in revenue over the trailing twelve months. Revenue was $3.75B in fiscal year 2025. That is 2240% more than the $160.3M of fiscal year 1996.
The Cheesecake Factory Incorporated (CAKE) grew revenue by 7.9% over the trailing twelve months, compared with the twelve months before.
Yes. The Cheesecake Factory Incorporated (CAKE) earned $208.0M in net income over the trailing twelve months (a 5.2% net margin).
Yes. The Cheesecake Factory Incorporated (CAKE) pays a dividend that yields 1.01% at the current price, a moderate yield.
The Cheesecake Factory Incorporated (CAKE) had a return on equity (ROE) of 41.8% over the trailing twelve months. That is well above the market's typical 10-15%.
The Cheesecake Factory Incorporated (CAKE) generated $219.6M in free cash flow over the trailing twelve months.
