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SHAK vs. TXRH
Performance
Return for Risk
Dividends
Drawdowns
Volatility
Financials

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.

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SHAK vs. TXRH - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
SHAK
Shake Shack Inc.
11.73%-37.47%75.12%78.47%-42.45%-14.89%42.32%31.15%5.14%20.70%
TXRH
Texas Roadhouse, Inc.
-1.94%-6.57%49.78%37.15%4.16%15.71%39.83%-3.62%15.11%11.16%

Fundamentals

Market Cap

SHAK:

$3.80B

TXRH:

$10.74B

EPS

SHAK:

$1.09

TXRH:

$6.10

PE Ratio

SHAK:

83.03

TXRH:

26.55

PEG Ratio

SHAK:

1.16

TXRH:

1.65

PS Ratio

SHAK:

2.63

TXRH:

1.83

Total Revenue (TTM)

SHAK:

$1.45B

TXRH:

$5.88B

Gross Profit (TTM)

SHAK:

$0.00

TXRH:

$1.79B

EBITDA (TTM)

SHAK:

$173.07M

TXRH:

$681.49M

Returns By Period

In the year-to-date period, SHAK achieves a 11.73% return, which is significantly higher than TXRH's -1.94% return. Over the past 10 years, SHAK has underperformed TXRH with an annualized return of 9.42%, while TXRH has yielded a comparatively higher 15.70% annualized return.


SHAK

1D
2.51%
1M
-3.97%
YTD
11.73%
6M
-1.02%
1Y
-0.34%
3Y*
17.79%
5Y*
-4.38%
10Y*
9.42%

TXRH

1D
-1.87%
1M
-9.67%
YTD
-1.94%
6M
0.38%
1Y
-2.53%
3Y*
16.36%
5Y*
12.99%
10Y*
15.70%
*Multi-year figures are annualized to reflect compound growth (CAGR)

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Return for Risk

SHAK vs. TXRH — Risk / Return Rank

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

SHAK
SHAK Risk / Return Rank: 3939
Overall Rank
SHAK Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
SHAK Sortino Ratio Rank: 3838
Sortino Ratio Rank
SHAK Omega Ratio Rank: 3737
Omega Ratio Rank
SHAK Calmar Ratio Rank: 4242
Calmar Ratio Rank
SHAK Martin Ratio Rank: 4242
Martin Ratio Rank

TXRH
TXRH Risk / Return Rank: 3535
Overall Rank
TXRH Sharpe Ratio Rank: 3636
Sharpe Ratio Rank
TXRH Sortino Ratio Rank: 3131
Sortino Ratio Rank
TXRH Omega Ratio Rank: 3030
Omega Ratio Rank
TXRH Calmar Ratio Rank: 3939
Calmar Ratio Rank
TXRH Martin Ratio Rank: 3939
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

SHAK vs. TXRH - Risk-Adjusted Trends 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.


SHAKTXRHDifference

Sharpe ratio

Return per unit of total volatility

-0.01

-0.09

+0.08

Sortino ratio

Return per unit of downside risk

0.34

0.07

+0.27

Omega ratio

Gain probability vs. loss probability

1.04

1.01

+0.03

Calmar ratio

Return relative to maximum drawdown

0.06

-0.06

+0.12

Martin ratio

Return relative to average drawdown

0.10

-0.11

+0.21

SHAK vs. TXRH - Sharpe Ratio Comparison

The current SHAK Sharpe Ratio is -0.01, which is higher than the TXRH Sharpe Ratio of -0.09. 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.


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Sharpe Ratios by Period


SHAKTXRHDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.01

-0.09

+0.08

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.09

0.43

-0.52

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.19

0.45

-0.26

Sharpe Ratio (All Time)

Calculated using the full available price history

0.12

0.41

-0.29

Correlation

The correlation between SHAK and TXRH is 0.42, 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.


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 1.72%.


TTM20252024202320222021202020192018201720162015
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.
1.72%1.64%1.35%1.80%2.02%1.34%0.46%2.13%1.68%1.59%1.58%1.90%

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.


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Drawdown Indicators


SHAKTXRHDifference

Max Drawdown

Largest peak-to-trough decline

-70.89%

-76.59%

+5.70%

Max Drawdown (1Y)

Largest decline over 1 year

-45.70%

-20.21%

-25.49%

Max Drawdown (5Y)

Largest decline over 5 years

-68.01%

-33.63%

-34.38%

Max Drawdown (10Y)

Largest decline over 10 years

-70.89%

-58.04%

-12.85%

Current Drawdown

Current decline from peak

-36.15%

-19.22%

-16.93%

Average Drawdown

Average peak-to-trough decline

-41.04%

-16.15%

-24.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

28.61%

11.12%

+17.49%

Volatility

SHAK vs. TXRH - Volatility Comparison

Shake Shack Inc. (SHAK) has a higher volatility of 14.82% compared to Texas Roadhouse, Inc. (TXRH) at 6.81%. 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.


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Volatility by Period


SHAKTXRHDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.82%

6.81%

+8.01%

Volatility (6M)

Calculated over the trailing 6-month period

31.28%

18.85%

+12.43%

Volatility (1Y)

Calculated over the trailing 1-year period

48.66%

28.21%

+20.45%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.20%

30.01%

+20.19%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

49.45%

35.27%

+14.18%

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


0.00500.00M1.00B1.50BAprilJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober
400.53M
1.48B
(SHAK) Total Revenue
(TXRH) Total Revenue
Values in USD except per share items