EQH vs. CAKE
EQH (Equitable Holdings, Inc.) and CAKE (The Cheesecake Factory Incorporated) are both stocks. EQH operates in Insurance - Diversified (Financial Services), while CAKE operates in Restaurants (Consumer Cyclical). Over the past 5 years, EQH returned 11.86%/yr vs 20.23%/yr for CAKE. Their 0.41 correlation means their historical movements had little consistent relationship.
Performance
EQH vs. CAKE - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, EQH achieves a 1.43% return, which is significantly lower than CAKE's 102.87% return.
EQH
- 1D
- -2.52%
- 1M
- 4.47%
- 6M
- 4.16%
- YTD
- 1.43%
- 1Y
- -2.42%
- 3Y*
- 21.03%
- 5Y*
- 11.86%
- 10Y*
- —
- ALL TIME*
- 14.16%
CAKE
- 1D
- 0.11%
- 1M
- 28.09%
- 6M
- 76.69%
- YTD
- 102.87%
- 1Y
- 65.83%
- 3Y*
- 44.79%
- 5Y*
- 20.23%
- 10Y*
- 9.45%
- ALL TIME*
- 11.40%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $197.12M | $153.55M | $107.62M | |
| $128.32M | $127.00M | $174.25M |
EQH vs. CAKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
EQH Equitable Holdings, Inc. | 1.43% | 3.17% | 45.04% | 19.63% | -10.17% | 31.00% | 6.52% | 53.13% | -14.75% |
CAKE The Cheesecake Factory Incorporated | 102.87% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -17.08% |
Correlation
The correlation between EQH and CAKE is 0.26, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.26 |
Correlation (3Y) Balances recent behavior with more history. | 0.33 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.38 |
Correlation (All Time) Calculated using the full available price history since May 10, 2018 | 0.41 |
The correlation between EQH and CAKE shifts across timeframes, from 0.26 (1 year) to 0.41 (all time), reflecting how their relationship changes across market environments.
Fundamentals
EQH:
$13.01B
CAKE:
$5.04B
EQH:
-$4.16
CAKE:
$2.66
EQH:
0.83
CAKE:
1.70
EQH:
$11.32B
CAKE:
$2.90B
EQH:
$6.96B
CAKE:
$2.27B
EQH:
-$759.00M
CAKE:
$231.47M
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
EQH vs. CAKE — Risk / Return Rank
EQH
CAKE
EQH vs. CAKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Equitable Holdings, Inc. (EQH) and The Cheesecake Factory Incorporated (CAKE). 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.
| EQH | CAKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.30 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | -0.14 | 1.88 | -2.02 |
| Martin ratioReturn relative to average drawdown | -0.27 | 4.58 | -4.86 |
Loading charts...
Drawdowns
EQH vs. CAKE - Drawdown Comparison
The maximum EQH drawdown since its inception was -61.33%, smaller than the maximum CAKE drawdown of -86.17%. Use the drawdown chart below to compare losses from any high point for EQH and CAKE.
Loading charts...
Drawdown Indicators
| EQH | CAKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -61.33% | -86.17% | +24.84% |
Max Drawdown (1Y)Largest decline over 1 year | -34.72% | -33.02% | -1.70% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -36.39% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -35.85% | -46.54% | +10.69% |
Max Drawdown (10Y)Largest decline over 10 years | — | -75.50% | — |
Current DrawdownCurrent decline from peak | -12.87% | 0.00% | -12.87% |
Average DrawdownAverage peak-to-trough decline | -12.16% | -22.73% | +10.57% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.67% | 13.55% | +4.12% |
Volatility
EQH vs. CAKE - Volatility Comparison
The current volatility for Equitable Holdings, Inc. (EQH) is 9.89%, while The Cheesecake Factory Incorporated (CAKE) has a volatility of 15.44%. This indicates that EQH experiences smaller price fluctuations and is considered to be less risky than CAKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| EQH | CAKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.89% | 15.44% | -5.55% |
Volatility (6M)Calculated over the trailing 6-month period | 26.76% | 28.61% | -1.85% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.50% | 36.62% | -4.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.89% | 39.78% | -6.89% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 38.63% | 44.73% | -6.10% |
Dividends
EQH vs. CAKE - Dividend Comparison
EQH's dividend yield for the trailing twelve months is around 2.33%, more than CAKE's 1.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.12% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
EQH Equitable Holdings, Inc. | 2.33% | 2.20% | 1.99% | 2.58% | 2.72% | 2.17% | 2.58% | 2.34% | 1.56% | 0.00% | 0.00% | 0.00% |
Financials
EQH vs. CAKE - Financials Comparison
This section allows you to compare key financial metrics between Equitable Holdings, Inc. and The Cheesecake Factory Incorporated. 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
Frequently Asked Questions
EQH and CAKE have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAKE has higher volatility (15.44%) compared to EQH (9.89%). In terms of maximum drawdown, EQH dropped -61.33% vs CAKE's -86.17%.
CAKE currently has the higher Sharpe Ratio (1.71 vs -0.15), 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.
Find the right allocation for EQH and CAKE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer