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Cheesecake Factory Inc. (CAKE) Stock Fundamental Analysis & AI Rating 2026

CAKE Nasdaq Retail-Eating Places DE CIK: 0000887596
Updated This Month • Analysis: May 6, 2026 • SEC Data: 2026-03-31
Combined AI Rating
SELL
76% Confidence
AGREEMENT
SELL
72% Conf
HOLD
79% Conf

📊 CAKE Key Takeaways

Revenue: $978.8M
Net Margin: 5.1%
Free Cash Flow: $53.3M
Current Ratio: 0.59x
Debt/Equity: 1.22x
EPS: $1.02
AI Rating: SELL with 72% confidence
Cheesecake Factory Inc. (CAKE) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $978.8M, net profit margin of 5.1%, and return on equity (ROE) of 10.8%, Cheesecake Factory Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete CAKE stock analysis for 2026.

Is Cheesecake Factory Inc. (CAKE) a Good Investment?

Claude

Cheesecake Factory demonstrates adequate profitability and strong debt service capacity with 14.9x interest coverage, but faces material headwinds: zero revenue growth despite an inflationary environment signals competitive pressure or market saturation, while diluted EPS declined 4.4% YoY despite flat topline revenues, indicating margin compression and operational stress. Critically, weak liquidity ratios (current 0.59x, quick 0.53x) combined with elevated leverage (1.22x debt-to-equity) and anemic asset returns (ROA 1.5%) suggest limited financial flexibility for a capital-intensive restaurant operator.

ChatGPT

The Cheesecake Factory shows solid fundamental resilience through positive free cash flow, strong interest coverage, and healthy absolute profitability, but growth quality is muted with flat revenue and net income and declining diluted EPS. The business appears financially stable rather than accelerating, with leverage and weak liquidity limiting the margin for error.

Why Buy Cheesecake Factory Inc. Stock? CAKE Key Strengths

Claude
  • + Strong interest coverage ratio of 14.9x demonstrates robust capacity to service $562.1M debt load
  • + Positive free cash flow generation of $53.3M (5.5% FCF margin) provides operational flexibility
  • + Profitable with 5.1% net margin, generating $49.5M net income in competitive restaurant sector
ChatGPT
  • + Consistent profitability with $148.43M net income and a 5.0% operating margin
  • + Positive free cash flow of $155.08M and solid operating cash flow of $301.28M
  • + Very strong interest coverage of 50.7x, indicating manageable debt servicing capacity

CAKE Stock Risks: Cheesecake Factory Inc. Investment Risks

Claude
  • ! Zero YoY revenue growth ($978.8M flat) signals lost pricing power and potential market share challenges in inflationary environment
  • ! Diluted EPS declined 4.4% YoY despite flat revenues, confirming margin compression and cost control deterioration
  • ! Liquidity crisis indicators: current ratio 0.59x and quick ratio 0.53x (both below 1.0) raise acute short-term solvency concerns given capital-intensive operations
ChatGPT
  • ! Revenue and net income are flat year over year, pointing to limited growth momentum
  • ! Low current ratio of 0.59x and quick ratio of 0.52x indicate tight near-term liquidity
  • ! High ROE is partly driven by a small equity base and leverage, with debt/equity at 1.29x

Key Metrics to Watch

Claude
  • * Top-line revenue growth trajectory - must demonstrate positive growth to restore confidence
  • * Operating margin trend - monitor cost inflation impact on profitability sustainability
  • * Current ratio and working capital position - critical to prevent liquidity stress given debt obligations
ChatGPT
  • * Comparable sales and revenue growth
  • * Free cash flow generation relative to capital expenditures

Cheesecake Factory Inc. (CAKE) Financial Metrics & Key Ratios

Revenue
$978.8M
Net Income
$49.5M
EPS (Diluted)
$1.02
Free Cash Flow
$53.3M
Total Assets
$3.3B
Cash Position
$235.1M

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

CAKE Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 5.6%
Net Margin 5.1%
ROE 10.8%
ROA 1.5%
FCF Margin 5.5%

CAKE vs Consumer Sector: How Cheesecake Factory Inc. Compares

How Cheesecake Factory Inc. compares to Consumer sector averages

Net Margin
CAKE 5.1%
vs
Sector Avg 8.0%
CAKE Sector
ROE
CAKE 10.8%
vs
Sector Avg 18.0%
CAKE Sector
Current Ratio
CAKE 0.6x
vs
Sector Avg 1.5x
CAKE Sector
Debt/Equity
CAKE 1.2x
vs
Sector Avg 0.8x
CAKE Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Cheesecake Factory Inc. Stock Overvalued? CAKE Valuation Analysis 2026

Based on fundamental analysis, Cheesecake Factory Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
10.8%
Sector avg: 18%
Net Profit Margin
5.1%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.22x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Cheesecake Factory Inc. Balance Sheet: CAKE Debt, Cash & Liquidity

Current Ratio
0.59x
Quick Ratio
0.53x
Debt/Equity
1.22x
Debt/Assets
86.1%
Interest Coverage
14.89x
Long-term Debt
$562.1M

CAKE Revenue & Earnings Growth: 5-Year Financial Trend

CAKE 5-year financial data: Year 2024: Revenue $3.6B, Net Income $72.4M, EPS $1.01. Year 2025: Revenue $3.8B, Net Income $101.4M, EPS $2.07.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Cheesecake Factory Inc.'s revenue has shown modest growth of 5% over the 5-year period. The most recent EPS of $2.07 reflects profitable operations.

CAKE Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
5.5%
Free cash flow / Revenue

CAKE Quarterly Earnings & Performance

Quarterly financial performance data for Cheesecake Factory Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $927.2M $32.9M $0.67
Q3 2025 $865.5M $30.0M $0.61
Q2 2025 $904.0M $52.4M $1.08
Q1 2025 $891.2M $32.9M $0.67

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Cheesecake Factory Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$96.7M
Cash generated from operations
Stock Buybacks
$18.4M
Shares repurchased (TTM)
Capital Expenditures
$43.4M
Investment in assets
Dividends Paid
$14.2M
Returned to shareholders

CAKE SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Cheesecake Factory Inc. (CIK: 0000887596)

📋 Recent SEC Filings

Date Form Document Action
May 4, 2026 4 xslF345X06/form4-05042026_090548.xml View →
May 4, 2026 10-Q cake-20260331x10q.htm View →
Apr 29, 2026 8-K tm2612833d1_8k.htm View →
Apr 10, 2026 DEF 14A tm261408-1_def14a.htm View →
Apr 3, 2026 4 xslF345X06/form4-04032026_090417.xml View →

Frequently Asked Questions about CAKE

What is the AI rating for CAKE?

Cheesecake Factory Inc. (CAKE) has a Combined AI Rating of SELL from Claude (SELL) and ChatGPT (HOLD) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are CAKE's key strengths?

Claude: Strong interest coverage ratio of 14.9x demonstrates robust capacity to service $562.1M debt load. Positive free cash flow generation of $53.3M (5.5% FCF margin) provides operational flexibility. ChatGPT: Consistent profitability with $148.43M net income and a 5.0% operating margin. Positive free cash flow of $155.08M and solid operating cash flow of $301.28M.

What are the risks of investing in CAKE?

Claude: Zero YoY revenue growth ($978.8M flat) signals lost pricing power and potential market share challenges in inflationary environment. Diluted EPS declined 4.4% YoY despite flat revenues, confirming margin compression and cost control deterioration. ChatGPT: Revenue and net income are flat year over year, pointing to limited growth momentum. Low current ratio of 0.59x and quick ratio of 0.52x indicate tight near-term liquidity.

What is CAKE's revenue and growth?

Cheesecake Factory Inc. reported revenue of $978.8M.

Does CAKE pay dividends?

Cheesecake Factory Inc. pays dividends, with $14.2M distributed to shareholders in the trailing twelve months.

Where can I find CAKE SEC filings?

Official SEC filings for Cheesecake Factory Inc. (CIK: 0000887596) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is CAKE's EPS?

Cheesecake Factory Inc. has a diluted EPS of $1.02.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is CAKE a good stock to buy right now?

Based on our AI fundamental analysis in May 2026, Cheesecake Factory Inc. has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is CAKE stock overvalued or undervalued?

Valuation metrics for CAKE: ROE of 10.8% (sector avg: 18%), net margin of 5.1% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy CAKE stock in 2026?

Our dual AI analysis gives Cheesecake Factory Inc. a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is CAKE's free cash flow?

Cheesecake Factory Inc.'s operating cash flow is $96.7M, with capital expenditures of $43.4M. FCF margin is 5.5%.

How does CAKE compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 5.1% (avg: 8%), ROE 10.8% (avg: 18%), current ratio 0.59 (avg: 1.5).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: May 6, 2026 | Data as of: 2026-03-31 | Powered by Claude AI