Correlation
The correlation between CAKE and KO is 0.47, 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. 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.
Performance
CAKE vs. KO - Performance Comparison
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Key characteristics
CAKE:
1.21
KO:
1.17
CAKE:
1.87
KO:
1.76
CAKE:
1.22
KO:
1.22
CAKE:
1.16
KO:
1.30
CAKE:
6.23
KO:
2.84
CAKE:
7.86%
KO:
7.08%
CAKE:
38.98%
KO:
17.06%
CAKE:
-86.17%
KO:
-68.22%
CAKE:
-4.92%
KO:
-2.44%
Fundamentals
CAKE:
$2.75B
KO:
$307.71B
CAKE:
$3.22
KO:
$2.49
CAKE:
17.27
KO:
28.71
CAKE:
1.30
KO:
2.70
CAKE:
0.76
KO:
6.56
CAKE:
8.11
KO:
11.69
CAKE:
$3.62B
KO:
$46.89B
CAKE:
$1.34B
KO:
$28.64B
CAKE:
$282.73M
KO:
$16.01B
Returns By Period
The year-to-date returns for both stocks are quite close, with CAKE having a 17.51% return and KO slightly lower at 16.66%. Over the past 10 years, CAKE has underperformed KO with an annualized return of 2.75%, while KO has yielded a comparatively higher 9.22% annualized return.
CAKE
17.51%
10.08%
10.09%
46.86%
22.58%
23.07%
2.75%
KO
16.66%
-0.62%
13.35%
19.83%
7.57%
12.49%
9.22%
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Risk-Adjusted Performance
CAKE vs. KO — Risk-Adjusted Performance Rank
CAKE
KO
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.
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Dividends
CAKE vs. KO - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 1.96%, less than KO's 2.73% 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% |
KO The Coca-Cola Company | 2.73% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
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 -68.22%. Use the drawdown chart below to compare losses from any high point for CAKE and KO.
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Volatility
CAKE vs. KO - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.18% compared to The Coca-Cola Company (KO) at 5.31%. 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.
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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
CAKE vs. KO - 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%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
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%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
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%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.