CAKE vs. KO
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAKE or KO.
Key characteristics
| CAKE | KO | |
|---|---|---|
| YTD Return | -2.65% | 5.93% |
| 1Y Return | 5.04% | -0.16% |
| 3Y Return (Ann) | -16.81% | 7.92% |
| 5Y Return (Ann) | -5.67% | 8.25% |
| 10Y Return (Ann) | -0.99% | 7.60% |
| Sharpe Ratio | 0.15 | -0.05 |
| Daily Std Dev | 31.20% | 13.18% |
| Max Drawdown | -86.17% | -68.23% |
| Current Drawdown | -43.46% | -0.62% |
Fundamentals
| CAKE | KO | |
|---|---|---|
| Market Cap | $1.80B | $266.17B |
| EPS | $2.07 | $2.47 |
| PE Ratio | 17.08 | 25.00 |
| PEG Ratio | 2.17 | 2.93 |
| Revenue (TTM) | $3.44B | $45.75B |
| Gross Profit (TTM) | $1.28B | $25.00B |
| EBITDA (TTM) | $243.25M | $14.44B |
Correlation
The correlation between CAKE and KO is 0.22, 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.
Performance
CAKE vs. KO - Performance Comparison
In the year-to-date period, CAKE achieves a -2.65% return, which is significantly lower than KO's 5.93% return. Over the past 10 years, CAKE has underperformed KO with an annualized return of -0.99%, while KO has yielded a comparatively higher 7.60% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
CAKE vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) and The Coca-Cola Company (KO). 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.
Dividends
CAKE vs. KO - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 3.19%, more than KO's 3.01% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 3.19% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% | 1.08% |
KO The Coca-Cola Company | 3.01% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
CAKE vs. KO - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for CAKE and KO. For additional features, visit the drawdowns tool.
Volatility
CAKE vs. KO - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 8.79% compared to The Coca-Cola Company (KO) at 3.83%. This indicates that CAKE's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
CAKE vs. KO - Financials Comparison
This section allows you to compare key financial metrics between The Cheesecake Factory Incorporated and The Coca-Cola 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