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CAKE logo CAKE
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The Cheesecake Factory (CAKE)

Upturn stock ratingUpturn stock rating
$56.53
Last Close (24-hour delay)
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PASS
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  • SELL Advisory (Loss)​
  • Profit
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Upturn Stock infoUpturn Stock info Stock price based on last close
*as per simulation
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Upturn Advisory Summary

09/12/2025: CAKE (3-star) is currently NOT-A-BUY. Pass it for now.

Upturn Star Rating

rating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

19 Analysts rated it

Moderately tracked stock, growing coverage, gaining market and investor attention.

1 Year Target Price $66.35

1 Year Target Price $66.35

Analysts Price Target For last 52 week
$66.35 Target price
52w Low $36.43
Current$56.53
52w High $69.39

Analysis of Past Performance

Type Stock
Historic Profit 33.28%
Avg. Invested days 50
Today’s Advisory PASS
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 2.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 09/12/2025

Key Highlights

Company Size Mid-Cap Stock
Market Capitalization 2.82B USD
Price to earnings Ratio 17.45
1Y Target Price 66.35
Price to earnings Ratio 17.45
1Y Target Price 66.35
Volume (30-day avg) 19
Beta 1.09
52 Weeks Range 36.43 - 69.39
Updated Date 09/14/2025
52 Weeks Range 36.43 - 69.39
Updated Date 09/14/2025
Dividends yield (FY) 1.86%
Basic EPS (TTM) 3.24

Analyzing Revenue: Products, Geography and Growth

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 4.33%
Operating Margin (TTM) 6.91%

Management Effectiveness

Return on Assets (TTM) 4.39%
Return on Equity (TTM) 41.01%

Valuation

Trailing PE 17.45
Forward PE 13.62
Enterprise Value 4767190438
Price to Sales(TTM) 0.77
Enterprise Value 4767190438
Price to Sales(TTM) 0.77
Enterprise Value to Revenue 1.3
Enterprise Value to EBITDA 16.53
Shares Outstanding 49810400
Shares Floating 40390629
Shares Outstanding 49810400
Shares Floating 40390629
Percent Insiders 8.02
Percent Institutions 113.09

ai summary icon Upturn AI SWOT

The Cheesecake Factory

stock logo

Company Overview

overview logo History and Background

The Cheesecake Factory was founded in 1978 by David Overton in Beverly Hills, California. It began as a cheesecake bakery and expanded into a full-service restaurant chain known for its extensive menu and large portions.

business area logo Core Business Areas

  • Restaurant Operations: Operates full-service restaurants under The Cheesecake Factory, Grand Lux Cafe, RockSugar Southeast Asian Kitchen, and North Italia brands, offering a wide range of appetizers, entrees, desserts, and beverages.
  • Bakery Operations: Produces cheesecakes and other baked goods for its restaurants and external distribution channels.

leadership logo Leadership and Structure

The CEO of The Cheesecake Factory is David Overton. The organizational structure consists of a corporate headquarters overseeing regional and restaurant-level management teams.

Top Products and Market Share

overview logo Key Offerings

  • Cheesecake: The signature product of The Cheesecake Factory, available in numerous flavors. While specific market share data is proprietary, cheesecake sales contribute significantly to overall revenue. Competitors include local bakeries, other restaurant chains offering desserts, and grocery store bakeries.
  • Entrees: A diverse range of entrees including pasta, seafood, steaks, and salads. These are a major revenue driver, attracting customers who may also purchase appetizers and desserts. Competitors include casual dining chains like Chili's (EAT), Applebee's, and Olive Garden (DRI).
  • Appetizers: Wide variety of appetizers that customers order while waiting to be seated or to eat. Competitors include casual dining chains like Chili's (EAT), Applebee's, and Olive Garden (DRI).

Market Dynamics

industry overview logo Industry Overview

The restaurant industry is highly competitive and subject to economic cycles. Trends include increasing demand for healthier options, delivery services, and technology integration.

Positioning

The Cheesecake Factory occupies a niche in the casual dining sector with its upscale ambiance, extensive menu, and signature cheesecakes. Its competitive advantages include a strong brand reputation and a loyal customer base.

Total Addressable Market (TAM)

The TAM for the full-service restaurant industry is estimated to be hundreds of billions of dollars. The Cheesecake Factory is positioned to capture a significant portion through its diverse menu and popular brand.

Upturn SWOT Analysis

Strengths

  • Strong brand recognition
  • Extensive menu
  • High-quality ingredients
  • Upscale casual dining experience
  • Loyal customer base

Weaknesses

  • High menu prices compared to competitors
  • Large menu can lead to operational complexities
  • Perception of being a high-calorie dining option
  • Dependence on Cheesecake sales for the bottom line

Opportunities

  • Expansion into new markets (international or domestic)
  • Increased focus on delivery and takeout services
  • Menu innovation with healthier options
  • Partnerships with food delivery platforms

Threats

  • Economic downturns impacting consumer spending
  • Rising food and labor costs
  • Increased competition from other casual dining chains
  • Changing consumer preferences for healthier options

Competitors and Market Share

competitor logo Key Competitors

  • DRI
  • TXRH
  • EAT
  • RUTH

Competitive Landscape

The Cheesecake Factory faces competition from other casual dining chains, steakhouses, and dessert-focused restaurants. Its advantages include a strong brand, extensive menu, and upscale atmosphere. Disadvantages may include higher prices and slower service.

Growth Trajectory and Initiatives

Historical Growth: The Cheesecake Factory has experienced steady growth in revenue and restaurant count over the past decade, with some slowdowns during economic downturns.

Future Projections: Analyst estimates suggest continued growth in revenue and earnings, driven by new restaurant openings and same-store sales growth. (Note: analyst estimates vary widely.)

Recent Initiatives: Recent strategic initiatives may include expansion into new markets, technology upgrades, and menu innovations.

Summary

The Cheesecake Factory boasts a strong brand and diverse menu, attracting a loyal customer base. They are expanding moderately in a competitive market. Rising costs and evolving consumer preferences towards healthier options pose challenges. Their profitability and value are dependent on maintaining and expanding their customer base.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company SEC Filings
  • Industry Reports
  • Analyst Estimates
  • Company Website

Disclaimers:

This analysis is for informational purposes only and should not be considered financial advice. Data is based on available information and may be subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About The Cheesecake Factory

Exchange NASDAQ
Headquaters Calabasas, CA, United States
IPO Launch date 1992-09-17
Founder, Chairman & CEO Mr. David M. Overton
Sector Consumer Cyclical
Industry Restaurants
Full time employees 47900
Full time employees 47900

The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. The company operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors. It operates restaurants under the brands comprising The Cheesecake Factory, North Italia, Flower Child, and Fox Restaurant Concepts. The Cheesecake Factory Incorporated was founded in 1972 and is headquartered in Calabasas, California.