CAKE vs. AXP
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) and American Express Company (AXP).
Performance
CAKE vs. AXP - Performance Comparison
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CAKE vs. AXP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 8.97% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -7.44% | -17.83% |
AXP American Express Company | -18.06% | 25.99% | 60.32% | 28.67% | -8.52% | 36.88% | -1.14% | 32.52% | -2.62% | 36.22% |
Fundamentals
CAKE:
$2.65B
AXP:
$208.11B
CAKE:
$3.07
AXP:
$15.62
CAKE:
17.84
AXP:
19.36
CAKE:
0.40
AXP:
1.65
CAKE:
0.71
AXP:
2.61
CAKE:
$3.75B
AXP:
$80.46B
CAKE:
$2.94B
AXP:
$66.97B
CAKE:
$261.48M
AXP:
$15.11B
Returns By Period
In the year-to-date period, CAKE achieves a 8.97% return, which is significantly higher than AXP's -18.06% return. Over the past 10 years, CAKE has underperformed AXP with an annualized return of 2.38%, while AXP has yielded a comparatively higher 19.02% annualized return.
CAKE
- 1D
- 0.70%
- 1M
- -15.08%
- YTD
- 8.97%
- 6M
- 1.25%
- 1Y
- 14.77%
- 3Y*
- 19.08%
- 5Y*
- 0.67%
- 10Y*
- 2.38%
AXP
- 1D
- 1.68%
- 1M
- -2.08%
- YTD
- -18.06%
- 6M
- -8.50%
- 1Y
- 13.62%
- 3Y*
- 23.88%
- 5Y*
- 17.25%
- 10Y*
- 19.02%
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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.
| CAKE | AXP | Difference | |
|---|---|---|---|
Sharpe ratioReturn per unit of total volatility | 0.41 | 0.42 | -0.01 |
Sortino ratioReturn per unit of downside risk | 0.80 | 0.79 | +0.01 |
Omega ratioGain probability vs. loss probability | 1.10 | 1.11 | -0.02 |
Calmar ratioReturn relative to maximum drawdown | 0.34 | 0.63 | -0.29 |
Martin ratioReturn relative to average drawdown | 0.77 | 1.83 | -1.06 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| CAKE | AXP | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.41 | 0.42 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.02 | 0.59 | -0.57 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.05 | 0.60 | -0.55 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.29 | -0.07 |
Correlation
The correlation between CAKE and AXP is 0.33, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Dividends
CAKE vs. AXP - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 2.03%, more than AXP's 1.08% yield.
| TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 2.03% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
AXP American Express Company | 1.08% | 0.85% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% |
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 | -36.39% | -23.90% | -12.49% |
Max Drawdown (5Y)Largest decline over 5 years | -58.24% | -31.55% | -26.69% |
Max Drawdown (10Y)Largest decline over 10 years | -75.50% | -49.64% | -25.86% |
Current DrawdownCurrent decline from peak | -18.89% | -21.24% | +2.35% |
Average DrawdownAverage peak-to-trough decline | -22.91% | -22.07% | -0.84% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.14% | 8.27% | +7.87% |
Volatility
CAKE vs. AXP - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 10.36% compared to American Express Company (AXP) at 5.99%. 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 | 10.36% | 5.99% | +4.37% |
Volatility (6M)Calculated over the trailing 6-month period | 25.54% | 21.10% | +4.44% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.24% | 32.61% | +3.63% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.33% | 29.37% | +10.96% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.23% | 31.74% | +12.49% |
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
CAKE vs. AXP - Profitability Comparison
CAKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, The Cheesecake Factory Incorporated reported a gross profit of 754.17M and revenue of 961.56M. Therefore, the gross margin over that period was 78.4%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, American Express Company reported a gross profit of 17.57B and revenue of 21.04B. Therefore, the gross margin over that period was 83.5%.
CAKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, The Cheesecake Factory Incorporated reported an operating income of 33.24M and revenue of 961.56M, resulting in an operating margin of 3.5%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, American Express Company reported an operating income of 3.09B and revenue of 21.04B, resulting in an operating margin of 14.7%.
CAKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, The Cheesecake Factory Incorporated reported a net income of 28.78M and revenue of 961.56M, resulting in a net margin of 3.0%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, American Express Company reported a net income of 2.46B and revenue of 21.04B, resulting in a net margin of 11.7%.