CAKE vs. AXP
CAKE (The Cheesecake Factory Incorporated) and AXP (American Express Company) are both stocks. CAKE operates in Restaurants (Consumer Cyclical), while AXP operates in Credit Services (Financial Services). Over the past 10 years, CAKE returned 9.45%/yr vs 19.78%/yr for AXP. Their 0.33 correlation means their historical movements had little consistent relationship.
Performance
CAKE vs. AXP - Performance Comparison
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Returns By Period
In the year-to-date period, CAKE achieves a 102.87% return, which is significantly higher than AXP's -8.37% return. Over the past 10 years, CAKE has underperformed AXP with an annualized return of 9.45%, while AXP has yielded a comparatively higher 19.78% annualized return.
CAKE
- 1D
- 0.11%
- 1M
- 28.09%
- 6M
- 76.69%
- YTD
- 102.87%
- 1Y
- 65.83%
- 3Y*
- 44.79%
- 5Y*
- 20.23%
- 10Y*
- 9.45%
- ALL TIME*
- 11.40%
AXP
- 1D
- -0.38%
- 1M
- -4.46%
- 6M
- -3.96%
- YTD
- -8.37%
- 1Y
- 15.49%
- 3Y*
- 27.08%
- 5Y*
- 15.94%
- 10Y*
- 19.78%
- ALL TIME*
- 10.08%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.14B | $1.09B | $1.04B | |
| $197.12M | $153.55M | $107.62M |
CAKE vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 102.87% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -7.44% | -17.83% |
AXP American Express Company | -8.37% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Correlation
The correlation between CAKE and AXP is 0.27, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.27 |
Correlation (3Y) Balances recent behavior with more history. | 0.34 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.40 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.39 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 1992 | 0.33 |
The correlation between CAKE and AXP shifts across timeframes, from 0.27 (1 year) to 0.40 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
CAKE:
$5.04B
AXP:
$227.07B
CAKE:
$2.66
AXP:
$12.15
CAKE:
38.09
AXP:
27.67
CAKE:
0.85
AXP:
2.36
CAKE:
1.70
AXP:
2.98
CAKE:
$2.90B
AXP:
$77.47B
CAKE:
$2.27B
AXP:
$64.38B
CAKE:
$231.47M
AXP:
$25.27B
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Return for Risk
CAKE vs. AXP — Risk / Return Rank
CAKE
AXP
CAKE vs. AXP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) and American Express Company (AXP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAKE | AXP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.20 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.30 | 1.11 | +0.18 |
| Calmar ratioReturn relative to maximum drawdown | 1.88 | 0.57 | +1.31 |
| Martin ratioReturn relative to average drawdown | 4.58 | 1.18 | +3.40 |
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Drawdowns
CAKE vs. AXP - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, roughly equal to the maximum AXP drawdown of -83.91%. Use the drawdown chart below to compare losses from any high point for CAKE and AXP.
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Drawdown Indicators
| CAKE | AXP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.17% | -83.91% | -2.26% |
Max Drawdown (1Y)Largest decline over 1 year | -33.02% | -23.90% | -9.12% |
Max Drawdown (3Y)Largest decline over 3 years | -36.39% | -28.76% | -7.63% |
Max Drawdown (5Y)Largest decline over 5 years | -46.54% | -31.55% | -14.99% |
Max Drawdown (10Y)Largest decline over 10 years | -75.50% | -49.64% | -25.86% |
Current DrawdownCurrent decline from peak | 0.00% | -11.93% | +11.93% |
Average DrawdownAverage peak-to-trough decline | -22.73% | -22.02% | -0.71% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 13.55% | 11.48% | +2.07% |
Volatility
CAKE vs. AXP - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 15.44% compared to American Express Company (AXP) at 8.98%. This indicates that CAKE's price experiences larger fluctuations and is considered to be riskier than AXP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAKE | AXP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 15.44% | 8.98% | +6.46% |
Volatility (6M)Calculated over the trailing 6-month period | 28.61% | 20.63% | +7.98% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.62% | 26.87% | +9.75% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 39.78% | 29.50% | +10.28% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.73% | 31.83% | +12.90% |
Dividends
CAKE vs. AXP - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 1.12%, more than AXP's 1.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AXP American Express Company | 1.05% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
CAKE The Cheesecake Factory Incorporated | 1.12% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
Financials
CAKE vs. AXP - Financials Comparison
This section allows you to compare key financial metrics between The Cheesecake Factory Incorporated and American Express Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
CAKE and AXP have a correlation of 0.27, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAKE has higher volatility (15.44%) compared to AXP (8.98%). In terms of maximum drawdown, CAKE dropped -86.17% vs AXP's -83.91%.
CAKE currently has the higher Sharpe Ratio (1.71 vs 0.51), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.
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