Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
SHAK 
Shake Shack Inc (SHAK)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/04/2025: SHAK (3-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
24 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $113.27
1 Year Target Price $113.27
| 8 | Strong Buy |
| 2 | Buy |
| 13 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 79.7% | Avg. Invested days 45 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  4.0 |
| Profits based on simulation | Last Close 11/04/2025 |
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.99B USD | Price to earnings Ratio 91.7 | 1Y Target Price 113.27 |
Price to earnings Ratio 91.7 | 1Y Target Price 113.27 | ||
Volume (30-day avg) 24 | Beta 1.66 | 52 Weeks Range 72.93 - 144.65 | Updated Date 11/4/2025 |
52 Weeks Range 72.93 - 144.65 | Updated Date 11/4/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.02 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2025-10-30 | When - | Estimate 0.3142 | Actual 0.36 |
Profitability
Profit Margin 3.1% | Operating Margin (TTM) 5.19% |
Management Effectiveness
Return on Assets (TTM) 2.11% | Return on Equity (TTM) 9.08% |
Valuation
Trailing PE 91.7 | Forward PE 52.36 | Enterprise Value 4306215424 | Price to Sales(TTM) 2.91 |
Enterprise Value 4306215424 | Price to Sales(TTM) 2.91 | ||
Enterprise Value to Revenue 3.25 | Enterprise Value to EBITDA 31.46 | Shares Outstanding 40253589 | Shares Floating 38445398 |
Shares Outstanding 40253589 | Shares Floating 38445398 | ||
Percent Insiders 4.54 | Percent Institutions 107.46 |
Upturn AI SWOT
Shake Shack Inc
Company Overview
History and Background
Shake Shack Inc. began as a hot dog cart in Madison Square Park in 2001 to support the Madison Square Park Conservancy. It grew into a permanent kiosk in 2004 and expanded into a publicly traded company known for its burgers, shakes, and community focus. It was founded by Danny Meyer, whose Union Square Hospitality Group originally conceived the cart.
Core Business Areas
- Shake Shack Restaurants: Operates and franchises Shake Shack restaurants, offering burgers, chicken, fries, shakes, frozen custard, and other related items.
- Licensing and Other Revenue: Generates revenue through licensing agreements (international expansion is often through licensing) and other sources, such as catering and delivery services.
Leadership and Structure
Randy Garutti serves as the Chief Executive Officer. The company operates with a board of directors overseeing strategic decisions, with a corporate structure including executive management and regional/store-level management.
Top Products and Market Share
Key Offerings
- ShackBurger: A cheeseburger with lettuce, tomato, and ShackSauce. This is their signature burger and a significant revenue driver. Competitors include McDonald's, Burger King, and Wendy's.
- Crinkle Cut Fries: Crinkle-cut fries. Competitors include McDonald's, Wendy's, and other fast-casual chains that offer fries.
- Shakes and Frozen Custard: A variety of milkshakes and frozen custard. Competitors include Dairy Queen, Baskin-Robbins, and other ice cream shops.
Market Dynamics
Industry Overview
The fast-casual restaurant industry is highly competitive, with a focus on high-quality ingredients and elevated dining experiences compared to traditional fast food. Key trends include increased delivery and digital ordering, sustainability, and health-conscious options.
Positioning
Shake Shack is positioned as a premium fast-casual brand with a focus on quality ingredients, community engagement, and a modern dining experience. Its competitive advantages include brand recognition, strong customer loyalty, and a unique menu.
Total Addressable Market (TAM)
The global fast-casual market is estimated to be hundreds of billions of dollars. Shake Shack captures a small percentage, positioned to expand with strategic growth initiatives.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- High-quality ingredients
- Loyal customer base
- Efficient operations
- Modern dining experience
Weaknesses
- Higher price point compared to competitors
- Limited geographic presence compared to larger chains
- Sensitivity to economic downturns
- Dependence on premium ingredients, leading to potential supply chain vulnerabilities
Opportunities
- International expansion
- Menu innovation
- Increased digital ordering and delivery
- Partnerships and collaborations
- Expansion of store formats (e.g., drive-thrus)
Threats
- Intense competition
- Rising labor costs
- Fluctuations in commodity prices
- Changing consumer preferences
- Economic downturns
Competitors and Market Share
Key Competitors
- MCD
- WEN
- CMG
- QSR
Competitive Landscape
Shake Shack's advantages include brand reputation and food quality. Disadvantages include fewer locations and a higher price point compared to major competitors.
Growth Trajectory and Initiatives
Historical Growth: Shake Shack has demonstrated growth through new restaurant openings and same-store sales increases.
Future Projections: Future growth projections depend on analyst estimates regarding expansion, digital growth, and market trends.
Recent Initiatives: Recent initiatives include menu innovation, digital ordering enhancements, and expansion into new markets.
Summary
Shake Shack is a popular fast-casual chain known for its quality and brand image, which are its greatest strengths. Its smaller scale compared to giants like McDonald's and Wendy's is a weakness. Focusing on controlled growth and catering to shifting consumer habits will be vital to the business's success. Shake Shack must be able to compete with larger chains on price and convenience while maintaining their quality standards.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company filings, Industry reports, News articles, Market analysis reports
Disclaimers:
This analysis is based on available information and general market knowledge and should not be considered financial advice. Market share data are estimates and may vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Shake Shack Inc
Exchange NYSE | Headquaters New York, NY, United States | ||
IPO Launch date 2015-01-30 | CEO & Director Mr. Robert M. Lynch | ||
Sector Consumer Cyclical | Industry Restaurants | Full time employees 12826 | Website https://www.shakeshack.com |
Full time employees 12826 | Website https://www.shakeshack.com | ||
Shake Shack Inc. owns, operates, and licenses Shake Shack restaurants (Shacks) in the United States and internationally. Its Shacks offer burgers, chicken, hot dogs, crinkle cut fries, shakes, frozen custard, beer, wine, and other products. The company was founded in 2001 and is based in New York, New York.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.