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SHAK vs. TXRH
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between SHAK and TXRH is 0.44, 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

SHAK vs. TXRH - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Shake Shack Inc. (SHAK) and Texas Roadhouse, Inc. (TXRH). The values are adjusted to include any dividend payments, if applicable.

100.00%200.00%300.00%400.00%500.00%600.00%December2025FebruaryMarchAprilMay
128.43%
539.36%
SHAK
TXRH

Key characteristics

Sharpe Ratio

SHAK:

-0.00

TXRH:

0.38

Sortino Ratio

SHAK:

0.38

TXRH:

0.78

Omega Ratio

SHAK:

1.05

TXRH:

1.09

Calmar Ratio

SHAK:

-0.01

TXRH:

0.42

Martin Ratio

SHAK:

-0.02

TXRH:

1.06

Ulcer Index

SHAK:

18.72%

TXRH:

9.82%

Daily Std Dev

SHAK:

51.03%

TXRH:

27.18%

Max Drawdown

SHAK:

-70.89%

TXRH:

-76.59%

Current Drawdown

SHAK:

-24.44%

TXRH:

-11.29%

Fundamentals

Market Cap

SHAK:

$4.11B

TXRH:

$11.37B

EPS

SHAK:

$0.29

TXRH:

$6.47

PE Ratio

SHAK:

332.52

TXRH:

26.45

PEG Ratio

SHAK:

2.55

TXRH:

1.97

PS Ratio

SHAK:

3.21

TXRH:

2.06

PB Ratio

SHAK:

8.19

TXRH:

8.12

Total Revenue (TTM)

SHAK:

$1.28B

TXRH:

$4.05B

Gross Profit (TTM)

SHAK:

$404.22M

TXRH:

$711.74M

EBITDA (TTM)

SHAK:

$125.18M

TXRH:

$527.28M

Returns By Period

In the year-to-date period, SHAK achieves a -19.22% return, which is significantly lower than TXRH's 0.61% return. Over the past 10 years, SHAK has underperformed TXRH with an annualized return of 4.81%, while TXRH has yielded a comparatively higher 20.06% annualized return.


SHAK

YTD

-19.22%

1M

19.66%

6M

-20.16%

1Y

-0.21%

5Y*

13.80%

10Y*

4.81%

TXRH

YTD

0.61%

1M

8.92%

6M

-7.92%

1Y

10.18%

5Y*

32.65%

10Y*

20.06%

*Annualized

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Risk-Adjusted Performance

SHAK vs. TXRH — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

SHAK
The Risk-Adjusted Performance Rank of SHAK is 5050
Overall Rank
The Sharpe Ratio Rank of SHAK is 5252
Sharpe Ratio Rank
The Sortino Ratio Rank of SHAK is 4949
Sortino Ratio Rank
The Omega Ratio Rank of SHAK is 4747
Omega Ratio Rank
The Calmar Ratio Rank of SHAK is 5151
Calmar Ratio Rank
The Martin Ratio Rank of SHAK is 5151
Martin Ratio Rank

TXRH
The Risk-Adjusted Performance Rank of TXRH is 6464
Overall Rank
The Sharpe Ratio Rank of TXRH is 6767
Sharpe Ratio Rank
The Sortino Ratio Rank of TXRH is 6060
Sortino Ratio Rank
The Omega Ratio Rank of TXRH is 5656
Omega Ratio Rank
The Calmar Ratio Rank of TXRH is 7070
Calmar Ratio Rank
The Martin Ratio Rank of TXRH is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

SHAK vs. TXRH - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Shake Shack Inc. (SHAK) and Texas Roadhouse, Inc. (TXRH). 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.


The current SHAK Sharpe Ratio is -0.00, which is lower than the TXRH Sharpe Ratio of 0.38. The chart below compares the historical Sharpe Ratios of SHAK and TXRH, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.004.00December2025FebruaryMarchAprilMay
-0.00
0.38
SHAK
TXRH

Dividends

SHAK vs. TXRH - Dividend Comparison

SHAK has not paid dividends to shareholders, while TXRH's dividend yield for the trailing twelve months is around 1.39%.


TTM20242023202220212020201920182017201620152014
SHAK
Shake Shack 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%
TXRH
Texas Roadhouse, Inc.
1.39%1.35%1.80%2.02%1.34%0.46%2.13%1.68%1.59%1.58%1.90%1.78%

Drawdowns

SHAK vs. TXRH - Drawdown Comparison

The maximum SHAK drawdown since its inception was -70.89%, smaller than the maximum TXRH drawdown of -76.59%. Use the drawdown chart below to compare losses from any high point for SHAK and TXRH. For additional features, visit the drawdowns tool.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-24.44%
-11.29%
SHAK
TXRH

Volatility

SHAK vs. TXRH - Volatility Comparison

Shake Shack Inc. (SHAK) has a higher volatility of 12.13% compared to Texas Roadhouse, Inc. (TXRH) at 8.04%. This indicates that SHAK's price experiences larger fluctuations and is considered to be riskier than TXRH based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


5.00%10.00%15.00%20.00%25.00%December2025FebruaryMarchAprilMay
12.13%
8.04%
SHAK
TXRH

Financials

SHAK vs. TXRH - Financials Comparison

This section allows you to compare key financial metrics between Shake Shack Inc. and Texas Roadhouse, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00500.00M1.00B1.50B20212022202320242025
320.90M
1.44B
(SHAK) Total Revenue
(TXRH) Total Revenue
Values in USD except per share items

SHAK vs. TXRH - Profitability Comparison

The chart below illustrates the profitability comparison between Shake Shack Inc. and Texas Roadhouse, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%10.0%20.0%30.0%40.0%50.0%20212022202320242025
46.2%
17.5%
(SHAK) Gross Margin
(TXRH) Gross Margin
SHAK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported a gross profit of 148.19M and revenue of 320.90M. Therefore, the gross margin over that period was 46.2%.

TXRH - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Texas Roadhouse, Inc. reported a gross profit of 251.78M and revenue of 1.44B. Therefore, the gross margin over that period was 17.5%.

SHAK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported an operating income of 2.84M and revenue of 320.90M, resulting in an operating margin of 0.9%.

TXRH - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Texas Roadhouse, Inc. reported an operating income of 138.55M and revenue of 1.44B, resulting in an operating margin of 9.6%.

SHAK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Shake Shack Inc. reported a net income of 4.25M and revenue of 320.90M, resulting in a net margin of 1.3%.

TXRH - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Texas Roadhouse, Inc. reported a net income of 115.83M and revenue of 1.44B, resulting in a net margin of 8.1%.