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CAKE The Cheesecake Factory Incorporated

USConsumer Cyclical
$82.76+5.53%ClosedMarket Cap: $4.11B

As of 2026-07-10 16:00

Why CAKE matters now

The Cheesecake Factory Incorporated (CAKE) is a US stock in Consumer Cyclical. The latest InvestLog snapshot shows $82.76 with +5.53% on the session and $4.11B in market capitalization; recent performance reads 1-month +32.02% and YTD +52.91%.

The latest financial table shown here is Q1 2026, with revenue of $978.8M, net income of $49.5M, and EPS of $1.02. Investors can compare that operating picture with valuation signals such as P/E 19.87 and FCF yield 4.5%.

The latest indexable market news headline is "The Cheesecake Factory to Webcast Second Quarter Fiscal 2026 Earnings Conference Call on July 28, 2026" from Business Wire.

Additional event context on this page matters because analyst consensus is Hold with a median target of $65.00; recent insider activity includes CAPPELLO ALEXANDER L filing S-Sale. These signals are research inputs, not a recommendation.

Valuation

P/E (TTM)

19.87

PEG

P/B

7.83

P/S

1.01

EV/EBITDA

18.96

DCF Value

$93.25

FCF Yield

4.5%

Div Yield

1.5%

Margins & Returns

Gross Margin

62.3%

Operating Margin

5.0%

Net Margin

4.3%

ROE

38.3%

ROA

5.0%

ROIC

6.3%

Financials

PeriodRevenueNet IncomeEPS
Q1 2026$978.8M$49.5M$1.02
Q4 2025$961.6M$28.8M$0.60
FY 2025$3.75B$148.4M$3.07
Q3 2025$907.2M$31.9M$0.66

Analyst Ratings

Consensus

Hold

Target (Consensus)

$65.50

Target (Median)

$65.00

Target Range

$53.00 - $75.00

Strong Buy: 0Buy: 7Hold: 11Sell: 2Strong Sell: 1
OppenheimerOutperform
2026-04-21
CitigroupBuy
2026-04-15
Wells FargoEqual Weight
2026-02-19
CitigroupBuy
2026-02-19
Stephens & Co.Equal Weight
2026-02-19

Trading Activity

Insider Trades

CAPPELLO ALEXANDER Ldirector
Sell2026-06-04
CAPPELLO ALEXANDER Ldirector
Sell2026-06-01
Collins Khanhdirector
Sell2026-06-01
Meyer Janice L.director
Sell2026-06-01
OVERTON DAVIDdirector, officer: CHAIRMAN AND C.E.O.
Sell2026-05-04

Company Info

Sector

Consumer Cyclical

Industry

Restaurants

Country

US

Exchange

Beta

1.04

The Cheesecake Factory Incorporated primarily operates restaurants. The company also maintains two bakeries that produce its signature cheesecakes and other baked goods. These products are distributed to its own restaurant network, international licensees, external foodservice operators, third-party bakery customers, retailers, and distributors. The Cheesecake Factory operates 306 restaurants across the United States and Canada, featuring brands such as 208 The Cheesecake Factory locations, 29 North Italia outlets, and various Fox Restaurant Concepts. Furthermore, 29 The Cheesecake Factory restaurants are run internationally under licensing agreements. Founded in 1972, the company's headquarters are located in Calabasas, California.