CAKE vs UNMA

Comparison between Cheesecake Factory Inc (CAKE, Company) and Unum Group 6250 Junior Subordinated Notes due 2058 (UNMA, Company).

5-Year PerformanceCAKE has outperformed UNMA, delivering a return of +11.4% compared to +2.0%

CAKE vs UNMA - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	CAKE(COMPANY)	UNMA(COMPANY)
Market Cap	$3.81B	$3.80B
Max Drawdown	86.17%	42.85%
Sharpe Ratio	0.74	-0.59
5Y Beta	0.96	0.17
Industry	Restaurants	N/A
P/E Ratio	23.11	4.99
Forward P/E	20.45	N/A
PEG Ratio	3.09	N/A
Dividend Yield	1.42%	4.35%
5Y Dividends CAGR	N/A	-0.02%
5Y EPS CAGR	N/A	11.95%
Debt to Equity	137.40%	0.00%
Free Cash Flow Yield	4.52%	14.19%
P/S Ratio	1.00	N/A
P/B Ratio	8.57	N/A

Market Cap

Winner

CAKE

$3.81B

UNMA

$3.80B

Max Drawdown

CAKE

86.17%

Winner

UNMA

42.85%

Sharpe Ratio

Winner

CAKE

0.74

UNMA

-0.59

5Y Beta

CAKE

0.96

Winner

UNMA

0.17

Industry

CAKE

Restaurants

UNMA

N/A

P/E Ratio

CAKE

23.11

Winner

UNMA

4.99

Forward P/E

CAKE

20.45

UNMA

N/A

PEG Ratio

CAKE

3.09

UNMA

N/A

Dividend Yield

CAKE

1.42%

Winner

UNMA

4.35%

5Y Dividends CAGR

CAKE

N/A

UNMA

-0.02%

5Y EPS CAGR

CAKE

N/A

UNMA

11.95%

Debt to Equity

CAKE

137.40%

Winner

UNMA

0.00%

Free Cash Flow Yield

CAKE

4.52%

Winner

UNMA

14.19%

P/S Ratio

CAKE

1.00

UNMA

N/A

P/B Ratio

CAKE

8.57

UNMA

N/A

CAKE vs UNMA - Historical Returns

Returns include dividend reinvestment.

Period	CAKE	UNMA
1 month	+9.07%	-3.60%
3 months	+32.01%	-6.08%
6 months	+35.05%	-4.59%
1 year	+27.65%	-0.85%
5 years(CAGR)	+11.45%	+2.00%
10 years(CAGR)	+6.85%	+4.52%
Max(CAGR)	+9.69%	+4.52%

Winner

CAKE

+9.07%

UNMA

-3.60%

Winner

CAKE

+32.01%

UNMA

-6.08%

Winner

CAKE

+35.05%

UNMA

-4.59%

Winner

CAKE

+27.65%

UNMA

-0.85%

5Y(CAGR)

Winner

CAKE

+11.45%

UNMA

+2.00%

10Y(CAGR)

Winner

CAKE

+6.85%

UNMA

+4.52%

Max(CAGR)

Winner

CAKE

+9.69%

UNMA

+4.52%

CAKE vs UNMA - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	CAKE	UNMA
2026	+53.85%	-3.85%
2025	+6.24%	+1.92%
2024	+41.97%	+0.28%
2023	+11.69%	+11.85%
2022	-16.29%	-2.31%
2021	+10.56%	+1.54%
2020	-3.81%	+7.35%
2019	-7.00%	+21.44%
2018	-9.57%	-6.26%
2017	-17.22%	N/A
2016	+31.61%	N/A
2015	-6.66%	N/A
2014	+6.75%	N/A
2013	+47.95%	N/A
2012	+12.21%	N/A
2011	-6.32%	N/A
2010	+40.45%	N/A
2009	+108.60%	N/A
2008	-54.17%	N/A
2007	-3.97%	N/A
2006	-33.89%	N/A
2005	+15.69%	N/A
2004	+11.45%	N/A
2003	+19.06%	N/A
2002	+5.42%	N/A
2001	+42.15%	N/A
2000	+71.19%	N/A
1999	+16.67%	N/A

CAKE vs UNMA Drawdown Comparison

The maximum drawdown for CAKE was -86.17%, occurring on Nov 20, 2008. Recovery took 1798 trading sessions.

The maximum drawdown for UNMA was -41.65%, occurring on Mar 23, 2020. Recovery took 130 trading sessions.

The current CAKE drawdown is -2.80%. The current UNMA drawdown is -7.27%.

Rank	CAKE	UNMA
#1	-86.17% Feb 2, 2006 - Mar 27, 2013	-41.65% Feb 10, 2020 - Aug 14, 2020
#2	-75.51% May 3, 2017 - Mar 12, 2021	-15.18% Nov 4, 2021 - Dec 5, 2023
#3	-58.25% May 7, 2021 - Jun 9, 2025	-11.96% Aug 30, 2018 - Jan 11, 2019
#4	-40.02% May 3, 2002 - Nov 25, 2003	-9.00% Sep 23, 2024 - Sep 12, 2025
#5	-36.39% Jul 23, 2025 - Jun 8, 2026	-8.68% Sep 16, 2025 - Jun 26, 2026
#6	-36.09% Jul 23, 2001 - Nov 15, 2001	-5.78% Jan 5, 2021 - May 28, 2021
#7	-31.59% Nov 15, 2000 - Jul 23, 2001	-5.62% Aug 26, 2020 - Nov 16, 2020
#8	-21.92% Mar 4, 2004 - Nov 15, 2004	-5.59% Oct 16, 2019 - Jan 14, 2020
#9	-21.47% Aug 5, 2015 - Nov 10, 2016	-4.30% Jul 3, 2024 - Sep 12, 2024
#10	-19.71% May 15, 2000 - Jul 11, 2000	-3.73% Mar 19, 2024 - Jun 3, 2024
#11	-18.89% Jul 26, 2005 - Dec 1, 2005	-3.42% Aug 30, 2019 - Sep 27, 2019
#12	-18.83% Dec 31, 1999 - Mar 29, 2000	-2.53% Sep 16, 2021 - Oct 21, 2021
#13	-18.47% Apr 3, 2000 - May 9, 2000	-2.31% Jul 8, 2021 - Jul 30, 2021
#14	-16.03% Mar 29, 2005 - Jul 26, 2005	-2.17% Aug 5, 2021 - Sep 16, 2021
#15	-15.61% Sep 29, 2000 - Oct 27, 2000	-2.05% Jan 31, 2019 - Feb 28, 2019

Correlation

Correlation between CAKE and UNMA is 0.47 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.47

-101

Dividend Comparison (2012 - 2026)

CAKE vs UNMA dividend yield comparison.

Year	CAKE	UNMA
2026	0.75%	3.60%
2025	2.14%	6.76%
2024	2.28%	6.61%
2023	3.08%	6.19%
2022	2.55%	6.53%
2021	0.00%	5.98%
2020	0.97%	5.65%
2019	3.55%	5.79%
2018	2.85%	3.75%
2017	2.20%	0.00%
2016	1.47%	0.00%
2015	1.58%	0.00%
2014	1.21%	0.00%
2013	1.08%	0.00%
2012	0.73%	0.00%