Correlation
The correlation between CAKE and AXP is 0.42, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
CAKE vs. AXP
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) and American Express Company (AXP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAKE or AXP.
Performance
CAKE vs. AXP - Performance Comparison
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Key characteristics
CAKE:
1.21
AXP:
0.79
CAKE:
1.87
AXP:
1.27
CAKE:
1.22
AXP:
1.18
CAKE:
1.16
AXP:
0.88
CAKE:
6.23
AXP:
2.76
CAKE:
7.86%
AXP:
9.19%
CAKE:
38.98%
AXP:
32.34%
CAKE:
-86.17%
AXP:
-83.91%
CAKE:
-4.92%
AXP:
-9.47%
Fundamentals
CAKE:
$2.75B
AXP:
$206.94B
CAKE:
$3.22
AXP:
$14.33
CAKE:
17.27
AXP:
20.61
CAKE:
1.30
AXP:
2.10
CAKE:
0.76
AXP:
3.34
CAKE:
8.11
AXP:
6.63
CAKE:
$3.62B
AXP:
$75.33B
CAKE:
$1.34B
AXP:
$62.05B
CAKE:
$282.73M
AXP:
$14.80B
Returns By Period
In the year-to-date period, CAKE achieves a 17.51% return, which is significantly higher than AXP's -0.36% return. Over the past 10 years, CAKE has underperformed AXP with an annualized return of 2.75%, while AXP has yielded a comparatively higher 15.58% annualized return.
CAKE
17.51%
10.08%
10.09%
46.86%
22.58%
23.07%
2.75%
AXP
-0.36%
10.37%
-2.94%
25.36%
21.93%
26.99%
15.58%
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Risk-Adjusted Performance
CAKE vs. AXP — Risk-Adjusted Performance Rank
CAKE
AXP
CAKE vs. AXP - Risk-Adjusted Performance 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.
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Dividends
CAKE vs. AXP - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 1.96%, more than AXP's 0.99% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.96% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% |
AXP American Express Company | 0.99% | 0.91% | 1.24% | 1.35% | 1.05% | 1.42% | 1.29% | 1.51% | 1.32% | 1.61% | 1.58% | 1.05% |
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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Volatility
CAKE vs. AXP - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.18% compared to American Express Company (AXP) at 8.15%. 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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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 May 2025, The Cheesecake Factory Incorporated reported a gross profit of 724.94M and revenue of 927.20M. Therefore, the gross margin over that period was 78.2%.
AXP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, American Express Company reported a gross profit of 15.82B and revenue of 18.93B. 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 May 2025, The Cheesecake Factory Incorporated reported an operating income of 51.96M and revenue of 927.20M, resulting in an operating margin of 5.6%.
AXP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, American Express Company reported an operating income of 3.33B and revenue of 18.93B, resulting in an operating margin of 17.6%.
CAKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Cheesecake Factory Incorporated reported a net income of 32.94M and revenue of 927.20M, resulting in a net margin of 3.6%.
AXP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, American Express Company reported a net income of 2.58B and revenue of 18.93B, resulting in a net margin of 13.7%.