CAKE vs SPY
Comparison between Cheesecake Factory Inc (CAKE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).
5-Year PerformanceSPY has outperformed CAKE, delivering a return of +13.9% compared to +4.6%
CAKE vs SPY - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Market Cap / Net Assets
CAKE
$3B
Winner
SPY
$735B
Expense Ratio
CAKE
N/A
SPY
0.09%
Max Drawdown
CAKE
86.17%
Winner
SPY
56.47%
Sharpe Ratio
CAKE
0.74
Winner
SPY
1.96
5Y Beta
CAKE
1.02
Winner
SPY
1.00
Industry
CAKE
Restaurants
SPY
N/A
P/E Ratio
Winner
CAKE
18.18
SPY
28.62
Forward P/E
Winner
CAKE
15.11
SPY
22.09
PEG Ratio
CAKE
2.44
SPY
N/A
Dividend Yield
CAKE
1.83%
SPY
N/A
5Y Dividends CAGR
CAKE
N/A
SPY
5.43%
5Y EPS CAGR
CAKE
N/A
SPY
26.35%
Debt to Equity
CAKE
137.40%
Winner
SPY
33.33%
Free Cash Flow Yield
CAKE
5.74%
SPY
N/A
P/S Ratio
Winner
CAKE
0.79
SPY
3.68
P/B Ratio
CAKE
6.55
Winner
SPY
5.52
CAKE vs SPY - Historical Returns
Returns include dividend reinvestment.
1M
CAKE
+3.94%
Winner
SPY
+4.95%
3M
CAKE
+0.30%
Winner
SPY
+9.19%
6M
Winner
CAKE
+36.74%
SPY
+11.06%
1Y
CAKE
+18.99%
Winner
SPY
+28.43%
5Y(CAGR)
CAKE
+4.56%
Winner
SPY
+13.92%
10Y(CAGR)
CAKE
+4.94%
Winner
SPY
+15.50%
Max(CAGR)
Winner
CAKE
+8.84%
SPY
+8.55%
CAKE vs SPY - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | CAKE | SPY |
|---|---|---|
| 2026 | +23.61% | +10.17% |
| 2025 | +6.24% | +18.00% |
| 2024 | +41.97% | +25.59% |
| 2023 | +11.69% | +26.72% |
| 2022 | -16.29% | -18.64% |
| 2021 | +10.56% | +30.52% |
| 2020 | -3.81% | +17.28% |
| 2019 | -7.00% | +31.09% |
| 2018 | -9.57% | -5.24% |
| 2017 | -17.22% | +20.78% |
| 2016 | +31.61% | +13.59% |
| 2015 | -6.66% | +1.31% |
| 2014 | +6.75% | +14.56% |
| 2013 | +47.95% | +29.00% |
| 2012 | +12.21% | +14.17% |
| 2011 | -6.32% | +0.85% |
| 2010 | +40.45% | +13.14% |
| 2009 | +108.60% | +22.67% |
| 2008 | -54.17% | -36.25% |
| 2007 | -3.97% | +5.32% |
| 2006 | -33.89% | +13.85% |
| 2005 | +15.69% | +5.32% |
| 2004 | +11.45% | +10.75% |
| 2003 | +19.06% | +24.18% |
| 2002 | +5.42% | -22.42% |
| 2001 | +42.15% | -10.13% |
| 2000 | +71.19% | -8.84% |
| 1999 | +16.67% | +8.61% |
CAKE vs SPY Drawdown Comparison
The maximum drawdown for CAKE was -86.17%, occurring on Nov 20, 2008. Recovery took 1798 trading sessions.
The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.
The current CAKE drawdown is -3.74%.
| Rank | CAKE | SPY |
|---|---|---|
| #1 | -86.17% Feb 2, 2006 - Mar 27, 2013 | -55.20% Oct 9, 2007 - Aug 16, 2012 |
| #2 | -75.51% May 3, 2017 - Mar 12, 2021 | -47.50% Mar 24, 2000 - Oct 26, 2006 |
| #3 | -58.25% May 7, 2021 - Jun 9, 2025 | -33.70% Feb 19, 2020 - Aug 10, 2020 |
| #4 | -40.02% May 3, 2002 - Nov 25, 2003 | -24.50% Jan 3, 2022 - Dec 13, 2023 |
| #5 | -36.39% Jul 23, 2025 - Nov 20, 2025 | -19.34% Sep 20, 2018 - Apr 12, 2019 |
| #6 | -36.09% Jul 23, 2001 - Nov 15, 2001 | -18.76% Feb 19, 2025 - Jun 26, 2025 |
| #7 | -31.59% Nov 15, 2000 - Jul 23, 2001 | -13.02% Jul 20, 2015 - Apr 18, 2016 |
| #8 | -21.92% Mar 4, 2004 - Nov 15, 2004 | -10.10% Jan 26, 2018 - Aug 6, 2018 |
| #9 | -21.47% Aug 5, 2015 - Nov 10, 2016 | -9.44% Sep 2, 2020 - Nov 11, 2020 |
| #10 | -19.71% May 15, 2000 - Jul 11, 2000 | -9.30% Jan 19, 2000 - Mar 17, 2000 |
| #11 | -18.89% Jul 26, 2005 - Dec 1, 2005 | -9.05% Jul 19, 2007 - Oct 5, 2007 |
| #12 | -18.83% Dec 31, 1999 - Mar 29, 2000 | -8.88% Jan 27, 2026 - Apr 14, 2026 |
| #13 | -18.47% Apr 3, 2000 - May 9, 2000 | -8.41% Jul 16, 2024 - Sep 19, 2024 |
| #14 | -16.03% Mar 29, 2005 - Jul 26, 2005 | -7.35% Sep 14, 2012 - Jan 2, 2013 |
| #15 | -15.61% Sep 29, 2000 - Oct 27, 2000 | -7.27% Sep 18, 2014 - Oct 31, 2014 |
Correlation
Correlation between CAKE and SPY is 0.72 which considered as a strong positive correlation - the stocks tend to move together.
0.72
-101
Dividend Comparison (1999 - 2026)
CAKE vs SPY dividend yield comparison.
| Year | CAKE | SPY |
|---|---|---|
| 2026 | 0.93% | 0.24% |
| 2025 | 2.14% | 1.07% |
| 2024 | 2.28% | 1.21% |
| 2023 | 3.08% | 1.40% |
| 2022 | 2.55% | 1.65% |
| 2021 | 0.00% | 1.20% |
| 2020 | 0.97% | 1.52% |
| 2019 | 3.55% | 1.75% |
| 2018 | 2.85% | 2.04% |
| 2017 | 2.20% | 1.80% |
| 2016 | 1.47% | 2.03% |
| 2015 | 1.58% | 2.06% |
| 2014 | 1.21% | 1.87% |
| 2013 | 1.08% | 1.81% |
| 2012 | 0.73% | 2.18% |
| 2011 | 0.00% | 2.05% |
| 2010 | 0.00% | 1.80% |
| 2009 | 0.00% | 1.95% |
| 2008 | 0.00% | 3.02% |
| 2007 | 0.00% | 1.85% |
| 2006 | 0.00% | 1.73% |
| 2005 | 0.00% | 1.73% |
| 2004 | 0.00% | 1.82% |
| 2003 | 0.00% | 1.47% |
| 2002 | 0.00% | 1.70% |
| 2001 | 0.00% | 1.25% |
| 2000 | 0.00% | 1.15% |
| 1999 | 0.00% | 0.24% |
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