Aramark vs THE CHEESECAKE FACTORY INCORPORATED, two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARMK and CAKE diverge most: on fcf yield, ARMK reads -5.0% and CAKE reads 3.8%; on return on equity, ARMK reads 11.3% and CAKE reads 34.4%. The rest of the comparable metrics sit closer together. On valuation, today's ARMK price has a different growth bar priced in than CAKE (+17.4% implied for ARMK vs +22.2% for CAKE); the higher figure is the steeper assumption to clear, not a better or worse stock. What ARMK's price implies is a somewhat stretched bet versus history (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ARMK | CAKE |
|---|---|---|
| Price | $54.91 | $108.48 |
| Market cap | $14.7B | $5.4B |
| Sector | Restaurants | Restaurants |
| Stage | Mature | Mature |
| Implied growth (priced in) | +17.4% | +22.2% |
| P/E | 38.4 | 29.5 |
| P/B | 4.34 | 10.40 |
| P/S | 0.74 | 1.39 |
| EV/EBITDA | 14.7 | 18.2 |
| Revenue growth | +11.1% | +5.6% |
| Operating margin | 4.3% | 7.6% |
| Net margin | 1.9% | 4.6% |
| Return on equity | 11.3% | 34.4% |
| Return on assets | 2.7% | 5.4% |
| Return on invested capital | 6.6% | 16.8% |
| FCF yield | -5.0% | 3.8% |
| Dividend yield | 0.8% | 1.0% |
| Debt / equity | 1.81 | 1.08 |
| Current ratio | 1.28 | 0.59 |
| Altman Z (solvency) | 7.61 | 2.95 |
| Piotroski F (quality) | 8 / 9 | 7 / 9 |
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.