Cheesecake Factory vs Papa Johns International
CAKE and PZZA side by side, both in eating and drinking places. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How CAKE and PZZA compare
Cheesecake Factory is the larger company, worth 8.6 times as much as Papa Johns International ($5.5B against $632M).
On earnings, Papa Johns International is cheaper: it trades at 25.6× trailing earnings, against 26.0× for Cheesecake Factory.
Cheesecake Factory grew revenue faster over the last twelve months (7.9% versus −8.3% for Papa Johns International).
Cheesecake Factory keeps more of each dollar of sales as profit, with a net margin of 5.2% compared with 1.4% at Papa Johns International.
Both pay dividends: Cheesecake Factory yields 1.1% and Papa Johns International 7.2%.
Papa Johns International scores higher on the StockData Score (13 against 12 for Cheesecake Factory), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | CAKE | PZZA |
|---|---|---|
| Size and price | ||
| Market cap | $5.5B | $632M |
| Share price | $109.67 | $19.19 |
| Change, 1 year | 139% | −56.4% |
| Change, 5 years | 164% | −85.6% |
| Beta (5Y) | 1.18 | 1.00 |
| Employees | 48K | 9,400 |
| StockData Score | ||
| Total score | 12 | 13 (better) |
| Valuation score | 1 | 6 (better) |
| Growth score | 2 (better) | 1 |
| Performance score | 5 (better) | 1 |
| Health score | 1 | 1 |
| Dividend score | 3 | 4 (better) |
| Valuation | ||
| P/E | 26.0× | 25.6× (better) |
| P/S | 1.4× | 0.3× (better) |
| P/B | 9.5× | – |
| EV/EBITDA | 16.2× | 7.8× (better) |
| P/FCF | 24.9× (better) | 29.6× |
| PEG | 0.49 | – |
| FCF yield | 4.0% (better) | 3.4% |
| Fair value | $81.19 | $29.91 |
| Margin of safety | −35.1% | 35.9% (better) |
| Growth | ||
| Revenue growth (TTM) | 7.9% (better) | −8.3% |
| Revenue growth, 5Y average | 13.6% (better) | 2.5% |
| Net income growth (TTM) | 29.4% (better) | −32.1% |
| EPS growth (TTM) | 27.9% (better) | −33.6% |
| EPS growth, 5Y average | – | −6.8% |
| Profitability | ||
| Gross margin | – | 28.9% |
| Operating margin | 6.0% (better) | 4.3% |
| Net margin | 5.2% (better) | 1.4% |
| FCF margin | 5.5% (better) | 1.1% |
| Return on equity | 41.6% | – |
| Return on invested capital | 24.5% (better) | 21.1% |
| Financial health | ||
| Debt / equity | 0.98 | – |
| Net debt / EBITDA | 0.88 (better) | 4.05 |
| Current ratio | 0.36 | 0.77 (better) |
| Altman Z-score | 2.86 | 3.41 (better) |
| Piotroski F-score | 5 (better) | 4 |
| Dividends and buybacks | ||
| Dividend yield | 1.1% | 7.2% (better) |
| Payout ratio | 27.4% | 178% |
| Years of dividend growth | 0 | 0 |
| Dividend growth, 5Y average | 24.6% (better) | 15.4% |
| Buyback yield | 0.79% | – |
| Shareholder yield | 1.9% | 7.2% (better) |
| Ownership | ||
| Held by institutions | 103% | 114% |
| Held by insiders | 7.4% | 1.9% |
| Insider net buying, 12 months | −$33.2M | – |
| Short interest, % of float | 20.3% | 21.1% |
Go deeper
- CAKE stock overview
- CAKE income statement
- CAKE valuation and score
- PZZA stock overview
- PZZA income statement
- PZZA valuation and score
For information only, not investment advice. Check the source filings before relying on any figure.