FDX vs. CAKE
FDX (FedEx Corporation) and CAKE (The Cheesecake Factory Incorporated) are both stocks. FDX operates in Integrated Freight & Logistics (Industrials), while CAKE operates in Restaurants (Consumer Cyclical). Over the past 10 years, FDX returned 13.15%/yr vs 7.26%/yr for CAKE. At a 0.32 correlation, their price movements are largely independent.
Performance
FDX vs. CAKE - Performance Comparison
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Returns By Period
In the year-to-date period, FDX achieves a 64.65% return, which is significantly lower than CAKE's 72.24% return. Over the past 10 years, FDX has outperformed CAKE with an annualized return of 13.15%, while CAKE has yielded a comparatively lower 7.26% annualized return.
FDX
- 1D
- -2.16%
- 1M
- -5.77%
- 6M
- 54.33%
- YTD
- 64.65%
- 1Y
- 112.30%
- 3Y*
- 24.55%
- 5Y*
- 11.79%
- 10Y*
- 13.15%
- ALL TIME*
- 14.27%
CAKE
- 1D
- 0.40%
- 1M
- 11.56%
- 6M
- 46.60%
- YTD
- 72.24%
- 1Y
- 40.13%
- 3Y*
- 36.03%
- 5Y*
- 13.26%
- 10Y*
- 7.26%
- ALL TIME*
- 10.87%
FDX vs. CAKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
FDX FedEx Corporation | 64.65% | 5.11% | 13.49% | 49.13% | -31.64% | 0.72% | 74.27% | -4.78% | -34.67% | 35.21% |
CAKE The Cheesecake Factory Incorporated | 72.24% | 8.61% | 39.33% | 14.01% | -17.02% | 5.64% | -3.53% | -7.82% | -7.44% | -17.83% |
Correlation
The correlation between FDX and CAKE is 0.30, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.30 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.31 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.36 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.34 |
Correlation (All Time) Calculated using the full available price history since Sep 18, 1992 | 0.32 |
Fundamentals
FDX:
$73.07B
CAKE:
$4.28B
FDX:
$18.28
CAKE:
$2.68
FDX:
16.75
CAKE:
32.10
FDX:
2.59
CAKE:
0.72
FDX:
0.78
CAKE:
1.42
FDX:
$94.72B
CAKE:
$1.96B
FDX:
$24.99B
CAKE:
$1.54B
FDX:
$10.16B
CAKE:
$161.36M
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Return for Risk
FDX vs. CAKE — Risk / Return Rank
FDX
CAKE
FDX vs. CAKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for FedEx Corporation (FDX) 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.
| FDX | CAKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.72 | ||
| Sortino ratioReturn per unit of downside risk | +2.62 | ||
| Omega ratioGain probability vs. loss probability | 1.60 | 1.21 | +0.39 |
| Calmar ratioReturn relative to maximum drawdown | 9.68 | 1.11 | +8.57 |
| Martin ratioReturn relative to average drawdown | 24.25 | 2.44 | +21.81 |
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Drawdowns
FDX vs. CAKE - Drawdown Comparison
The maximum FDX drawdown since its inception was -71.32%, smaller than the maximum CAKE drawdown of -86.17%. Use the drawdown chart below to compare losses from any high point for FDX and CAKE.
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Drawdown Indicators
| FDX | CAKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.32% | -86.17% | +14.85% |
Max Drawdown (1Y)Largest decline over 1 year | -11.67% | -36.39% | +24.72% |
Max Drawdown (3Y)Largest decline over 3 years | -35.85% | -36.39% | +0.54% |
Max Drawdown (5Y)Largest decline over 5 years | -51.01% | -51.58% | +0.57% |
Max Drawdown (10Y)Largest decline over 10 years | -65.97% | -75.50% | +9.53% |
Current DrawdownCurrent decline from peak | -9.26% | 0.00% | -9.26% |
Average DrawdownAverage peak-to-trough decline | -20.27% | -22.75% | +2.48% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 4.65% | 16.52% | -11.87% |
Volatility
FDX vs. CAKE - Volatility Comparison
FedEx Corporation (FDX) and The Cheesecake Factory Incorporated (CAKE) have volatilities of 8.75% and 9.05%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| FDX | CAKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 8.75% | 9.05% | -0.30% |
Volatility (6M)Calculated over the trailing 6-month period | 33.02% | 26.27% | +6.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 39.50% | 35.19% | +4.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.00% | 39.90% | -4.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.01% | 44.58% | -10.57% |
Dividends
FDX vs. CAKE - Dividend Comparison
FDX's dividend yield for the trailing twelve months is around 27.73%, more than CAKE's 1.32% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAKE The Cheesecake Factory Incorporated | 1.32% | 2.14% | 2.28% | 3.08% | 2.55% | 0.00% | 0.97% | 3.55% | 2.85% | 2.20% | 1.47% | 1.58% |
FDX FedEx Corporation | 27.73% | 1.98% | 1.92% | 1.95% | 2.42% | 1.12% | 1.00% | 1.72% | 1.52% | 0.76% | 0.78% | 0.64% |
Financials
FDX vs. CAKE - Financials Comparison
This section allows you to compare key financial metrics between FedEx Corporation 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
FDX vs. CAKE - Profitability Comparison
FDX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, FedEx Corporation reported a gross profit of 7.86B and revenue of 25.01B. Therefore, the gross margin over that period was 31.4%.
CAKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 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%.
FDX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, FedEx Corporation reported an operating income of 1.44B and revenue of 25.01B, resulting in an operating margin of 5.8%.
CAKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 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%.
FDX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, FedEx Corporation reported a net income of 1.60B and revenue of 25.01B, resulting in a net margin of 6.4%.
CAKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 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%.
Frequently Asked Questions
FDX and CAKE have a correlation of 0.30, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAKE has higher volatility (9.05%) compared to FDX (8.75%). In terms of maximum drawdown, FDX dropped -71.32% vs CAKE's -86.17%.
FDX currently has the higher Sharpe Ratio (2.87 vs 1.15), 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.
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