The Cheesecake Factory Incorporated (CAKE)

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The Cheesecake Factory Incorporated (CAKE) is up 102.9% since the beginning of the year. At $101 per share, CAKE is trading just below its 52-week high of $103. Investors who bought $1,000 worth of CAKE shares 5 years ago would now be looking at an investment worth $2,512.

The Cheesecake Factory Incorporated (CAKE) has returned 102.87% so far this year and 65.83% over the past 12 months. Over the last ten years, CAKE has returned 9.45% per year, falling short of the S&P 500 Index benchmark, which averaged 13.26% annually.

Based on dividend-adjusted daily data since Sep 18, 1992, CAKE's average daily return is +0.08%, while the average monthly return is +1.50%. At this rate, an investment would double in approximately 3.9 years.

Historically, 55% of months were positive and 45% were negative. The best month was Apr 2009 with a return of +51.7%, while the worst month was Mar 2020 at -51.5%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 5 months.

On a daily basis, CAKE closed higher 49% of trading days. The best single day was Mar 24, 2020 with a return of +22.3%, while the worst single day was Mar 16, 2020 at -28.1%.

The Cheesecake Factory Incorporated has an annualized alpha of 9.74%, beta of 1.05, and R2 of 0.20 versus S&P 500 Index. Calculated based on daily prices since September 18, 1992.

• This stock captured 108.42% of S&P 500 Index gains but only 96.98% of its losses - a favorable profile for investors.
• R2 of 0.20 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

CAKE ranks 83 for risk / return — above 83% of stocks peers on PortfoliosLab. Its historical combined result is among the stronger results in the peer group.

The Cheesecake Factory Incorporated provided a 1.12% dividend yield over the last twelve months, with an annual payout of $1.14 per share. The company has been increasing its dividends for 3 consecutive years.

The table displays the monthly dividend distributions for The Cheesecake Factory Incorporated. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the The Cheesecake Factory Incorporated. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the The Cheesecake Factory Incorporated was 86.17%, occurring on Nov 20, 2008. Recovery took 1092 trading sessions.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of The Cheesecake Factory Incorporated over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how The Cheesecake Factory Incorporated is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.