CAKE vs. SPGI
CAKE (The Cheesecake Factory Incorporated) and SPGI (S&P Global Inc.) are both stocks. CAKE operates in Restaurants (Consumer Cyclical), while SPGI operates in Financial Data & Stock Exchanges (Financial Services). Over the past 10 years, CAKE returned 6.31%/yr vs 15.70%/yr for SPGI. At a 0.31 correlation, their price movements are largely independent.
Performance
CAKE vs. SPGI - Performance Comparison
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Returns By Period
In the year-to-date period, CAKE achieves a 50.58% return, which is significantly higher than SPGI's -19.47% return. Over the past 10 years, CAKE has underperformed SPGI with an annualized return of 6.31%, while SPGI has yielded a comparatively higher 15.70% annualized return.
CAKE
- 1D
- 0.40%
- 1M
- 33.17%
- YTD
- 50.58%
- 6M
- 52.45%
- 1Y
- 30.61%
- 3Y*
- 33.20%
- 5Y*
- 8.52%
- 10Y*
- 6.31%
SPGI
- 1D
- 1.35%
- 1M
- 3.28%
- YTD
- -19.47%
- 6M
- -16.00%
- 1Y
- -16.50%
- 3Y*
- 3.19%
- 5Y*
- 2.16%
- 10Y*
- 15.70%
CAKE vs. SPGI - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 50.58% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -7.44% | -17.83% |
SPGI S&P Global Inc. | -19.47% | 5.71% | 13.94% | 32.79% | -28.38% | 44.68% | 21.40% | 62.27% | 1.37% | 59.32% |
Correlation
The correlation between CAKE and SPGI is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.22 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jan 2, 2001 | 0.31 |
The correlation between CAKE and SPGI shifts across timeframes, from 0.15 (1 year) to 0.31 (all time), reflecting how their relationship changes across market environments.
Fundamentals
CAKE:
$2.39
SPGI:
$15.79
CAKE:
31.49
SPGI:
26.53
CAKE:
0.70
SPGI:
3.47
CAKE:
1.39
SPGI:
8.06
CAKE:
$1.96B
SPGI:
$15.73B
CAKE:
$1.54B
SPGI:
$8.15B
CAKE:
$161.36M
SPGI:
$7.83B
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Return for Risk
CAKE vs. SPGI — Risk / Return Rank
CAKE
SPGI
CAKE vs. SPGI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Cheesecake Factory Incorporated (CAKE) and S&P Global Inc. (SPGI). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| CAKE | SPGI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.49 | ||
| Sortino ratioReturn per unit of downside risk | +2.02 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 0.91 | +0.26 |
| Calmar ratioReturn relative to maximum drawdown | 0.84 | -0.54 | +1.39 |
| Martin ratioReturn relative to average drawdown | 1.86 | -1.03 | +2.89 |
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Drawdowns
CAKE vs. SPGI - Drawdown Comparison
The maximum CAKE drawdown since its inception was -86.17%, which is greater than SPGI's maximum drawdown of -74.67%. Use the drawdown chart below to compare losses from any high point for CAKE and SPGI.
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Drawdown Indicators
| CAKE | SPGI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -86.17% | -74.67% | -11.50% |
Max Drawdown (1Y)Largest decline over 1 year | -36.39% | -30.48% | -5.91% |
Max Drawdown (3Y)Largest decline over 3 years | -36.39% | -30.48% | -5.91% |
Max Drawdown (5Y)Largest decline over 5 years | -52.48% | -39.76% | -12.72% |
Max Drawdown (10Y)Largest decline over 10 years | -75.50% | -39.76% | -35.74% |
Current DrawdownCurrent decline from peak | 0.00% | -25.12% | +25.12% |
Average DrawdownAverage peak-to-trough decline | -22.82% | -15.23% | -7.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.53% | 16.07% | +0.46% |
Volatility
CAKE vs. SPGI - Volatility Comparison
The Cheesecake Factory Incorporated (CAKE) has a higher volatility of 10.45% compared to S&P Global Inc. (SPGI) at 7.62%. This indicates that CAKE's price experiences larger fluctuations and is considered to be riskier than SPGI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| CAKE | SPGI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.45% | 7.62% | +2.83% |
Volatility (6M)Calculated over the trailing 6-month period | 26.48% | 24.13% | +2.35% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.74% | 27.63% | +7.11% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 40.15% | 24.51% | +15.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 44.49% | 26.03% | +18.46% |
Dividends
CAKE vs. SPGI - Dividend Comparison
CAKE's dividend yield for the trailing twelve months is around 1.51%, more than SPGI's 0.92% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.51% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
SPGI S&P Global Inc. | 0.92% | 0.73% | 0.73% | 0.82% | 0.99% | 0.65% | 0.82% | 0.84% | 1.18% | 0.97% | 1.34% | 1.34% |
Financials
CAKE vs. SPGI - Financials Comparison
This section allows you to compare key financial metrics between The Cheesecake Factory Incorporated and S&P Global 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. SPGI - 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%.
SPGI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a gross profit of 0.00 and revenue of 4.17B. Therefore, the gross margin over that period was 0.0%.
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%.
SPGI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported an operating income of 2.00B and revenue of 4.17B, resulting in an operating margin of 48.0%.
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%.
SPGI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, S&P Global Inc. reported a net income of 1.40B and revenue of 4.17B, resulting in a net margin of 33.5%.
Frequently Asked Questions
CAKE and SPGI have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAKE has higher volatility (10.45%) compared to SPGI (7.62%). In terms of maximum drawdown, CAKE dropped -86.17% vs SPGI's -74.67%.
CAKE currently has the higher Sharpe Ratio (0.89 vs -0.60), 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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