CAKE vs. OZK
CAKE (The Cheesecake Factory Incorporated) and OZK (Bank OZK) are both stocks. CAKE operates in Restaurants (Consumer Cyclical), while OZK operates in Banks - Regional (Financial Services). Over the past 10 years, CAKE returned 5.12%/yr vs 6.04%/yr for OZK. At a 0.36 correlation, their price movements are largely independent.
Performance
CAKE vs. OZK - Performance Comparison
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Returns By Period
In the year-to-date period, CAKE achieves a 34.46% return, which is significantly higher than OZK's 10.59% return. Over the past 10 years, CAKE has underperformed OZK with an annualized return of 5.12%, while OZK has yielded a comparatively higher 6.04% annualized return.
CAKE
- 1D
- 1.65%
- 1M
- 9.58%
- YTD
- 34.46%
- 6M
- 44.97%
- 1Y
- 18.60%
- 3Y*
- 30.18%
- 5Y*
- 4.11%
- 10Y*
- 5.12%
OZK
- 1D
- 0.62%
- 1M
- 2.91%
- YTD
- 10.59%
- 6M
- 8.86%
- 1Y
- 12.89%
- 3Y*
- 12.06%
- 5Y*
- 6.31%
- 10Y*
- 6.04%
CAKE vs. OZK - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 34.46% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -7.44% | -17.83% |
OZK Bank OZK | 10.59% | 7.45% | -7.36% | 29.12% | -11.24% | 53.15% | 7.57% | 38.23% | -52.03% | -6.51% |
Correlation
The correlation between CAKE and OZK is 0.34, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.34 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.39 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.41 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.40 |
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001 | 0.36 |
Fundamentals
CAKE:
$2.39
OZK:
$6.28
CAKE:
28.11
OZK:
7.95
CAKE:
0.63
OZK:
0.88
CAKE:
1.25
OZK:
2.01
CAKE:
$1.96B
OZK:
$2.80B
CAKE:
$1.54B
OZK:
$1.56B
CAKE:
$161.36M
OZK:
$992.96M
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Return for Risk
CAKE vs. OZK — Risk / Return Rank
CAKE
OZK
CAKE vs. OZK - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) and Bank OZK (OZK). 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 | OZK | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.02 | ||
| Sortino ratioReturn per unit of downside risk | +0.09 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.11 | +0.01 |
| Calmar ratioReturn relative to maximum drawdown | 0.51 | 0.68 | -0.17 |
| Martin ratioReturn relative to average drawdown | 1.13 | 1.45 | -0.33 |
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 | OZK | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.55 | 0.52 | +0.02 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.10 | 0.18 | -0.08 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.12 | 0.16 | -0.04 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.23 | 0.57 | -0.34 |
Drawdowns
CAKE vs. OZK - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, which is greater than OZK's maximum drawdown of -70.41%. Use the drawdown chart below to compare losses from any high point for CAKE and OZK.
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Drawdown Indicators
| CAKE | OZK | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.17% | -70.41% | -15.76% |
Max Drawdown (1Y)Largest decline over 1 year | -36.39% | -19.03% | -17.36% |
Max Drawdown (3Y)Largest decline over 3 years | -36.39% | -29.23% | -7.16% |
Max Drawdown (5Y)Largest decline over 5 years | -53.16% | -35.26% | -17.90% |
Max Drawdown (10Y)Largest decline over 10 years | -75.50% | -70.41% | -5.09% |
Current DrawdownCurrent decline from peak | 0.00% | -3.36% | +3.36% |
Average DrawdownAverage peak-to-trough decline | -22.83% | -15.63% | -7.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.53% | 8.89% | +7.64% |
Volatility
CAKE vs. OZK - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 11.84% compared to Bank OZK (OZK) at 6.20%. This indicates that CAKE's price experiences larger fluctuations and is considered to be riskier than OZK based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAKE | OZK | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 11.84% | 6.20% | +5.64% |
Volatility (6M)Calculated over the trailing 6-month period | 25.84% | 16.46% | +9.38% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.19% | 24.75% | +9.44% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.19% | 34.70% | +5.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.45% | 38.99% | +5.46% |
Dividends
CAKE vs. OZK - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 1.70%, less than OZK's 3.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.70% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
OZK Bank OZK | 3.65% | 3.78% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% |
Financials
CAKE vs. OZK - Financials Comparison
This section allows you to compare key financial metrics between The Cheesecake Factory Incorporated and Bank OZK. 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. OZK - Profitability Comparison
CAKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Cheesecake Factory Incorporated reported a gross profit of -677.61M and revenue of -867.20M. Therefore, the gross margin over that period was 78.1%.
OZK - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a gross profit of 376.15M and revenue of 661.55M. Therefore, the gross margin over that period was 56.9%.
CAKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Cheesecake Factory Incorporated reported an operating income of -91.92M and revenue of -867.20M, resulting in an operating margin of 10.6%.
OZK - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported an operating income of 211.61M and revenue of 661.55M, resulting in an operating margin of 32.0%.
CAKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Cheesecake Factory Incorporated reported a net income of -28.78M and revenue of -867.20M, resulting in a net margin of 3.3%.
OZK - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a net income of 163.36M and revenue of 661.55M, resulting in a net margin of 24.7%.
Frequently Asked Questions
CAKE and OZK have a correlation of 0.34, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAKE has higher volatility (11.84%) compared to OZK (6.20%). In terms of maximum drawdown, CAKE dropped -86.17% vs OZK's -70.41%.
CAKE currently has the higher Sharpe Ratio (0.55 vs 0.52), 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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