CAKE vs. SOFI
Compare and contrast key facts about The Cheesecake Factory Incorporated (CAKE) and SoFi Technologies, Inc. (SOFI).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: CAKE or SOFI.
Correlation
The correlation between CAKE and SOFI is 0.40, 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.
Performance
CAKE vs. SOFI - Performance Comparison
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Key characteristics
CAKE:
1.11
SOFI:
1.70
CAKE:
2.10
SOFI:
2.20
CAKE:
1.25
SOFI:
1.28
CAKE:
1.38
SOFI:
1.31
CAKE:
7.34
SOFI:
5.80
CAKE:
7.98%
SOFI:
17.09%
CAKE:
39.25%
SOFI:
60.82%
CAKE:
-86.17%
SOFI:
-83.32%
CAKE:
-9.92%
SOFI:
-45.54%
Fundamentals
CAKE:
$2.48B
SOFI:
$14.57B
CAKE:
$3.19
SOFI:
$0.43
CAKE:
15.71
SOFI:
30.65
CAKE:
1.17
SOFI:
2.28
CAKE:
0.69
SOFI:
5.26
CAKE:
7.31
SOFI:
2.18
CAKE:
$3.62B
SOFI:
$2.77B
CAKE:
$1.34B
SOFI:
$2.70B
CAKE:
$282.73M
SOFI:
$339.41M
Returns By Period
In the year-to-date period, CAKE achieves a 11.33% return, which is significantly higher than SOFI's -8.83% return.
CAKE
11.33%
14.00%
13.15%
43.12%
25.87%
2.28%
SOFI
-8.83%
31.09%
-0.50%
102.31%
N/A
N/A
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Risk-Adjusted Performance
CAKE vs. SOFI — Risk-Adjusted Performance Rank
CAKE
SOFI
CAKE vs. SOFI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) and SoFi Technologies, Inc. (SOFI). 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. SOFI - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 2.06%, while SOFI has not paid dividends to shareholders.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 2.06% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% | 1.21% |
SOFI SoFi Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
CAKE vs. SOFI - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, roughly equal to the maximum SOFI drawdown of -83.32%. Use the drawdown chart below to compare losses from any high point for CAKE and SOFI. For additional features, visit the drawdowns tool.
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Volatility
CAKE vs. SOFI - Volatility Comparison
The current volatility for The Cheesecake Factory Incorporated (CAKE) is 10.30%, while SoFi Technologies, Inc. (SOFI) has a volatility of 13.39%. This indicates that CAKE experiences smaller price fluctuations and is considered to be less risky than SOFI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
CAKE vs. SOFI - Financials Comparison
This section allows you to compare key financial metrics between The Cheesecake Factory Incorporated and SoFi Technologies, Inc.. 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. SOFI - 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%.
SOFI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a gross profit of 689.84M and revenue of 763.81M. Therefore, the gross margin over that period was 90.3%.
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%.
SOFI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported an operating income of 213.03M and revenue of 763.81M, resulting in an operating margin of 27.9%.
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%.
SOFI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, SoFi Technologies, Inc. reported a net income of 71.12M and revenue of 763.81M, resulting in a net margin of 9.3%.