THE CHEESECAKE FACTORY INCORPORATED vs DARDEN RESTAURANTS, INC., two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CAKE and DRI diverge most: on implied growth (priced in), CAKE reads +22.2% and DRI reads -1.3%; on dividend yield, CAKE reads 1.0% and DRI reads 3.0%. The rest of the comparable metrics sit closer together. On valuation, today's CAKE price has a different growth bar priced in than DRI (+22.2% implied for CAKE vs -1.3% for DRI); the higher figure is the steeper assumption to clear, not a better or worse stock. What DRI's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | CAKE | DRI |
|---|---|---|
| Price | $108.48 | $197.55 |
| Market cap | $5.4B | $22.6B |
| Sector | Restaurants | Restaurants |
| Stage | Mature | Mature |
| Implied growth (priced in) | +22.2% | -1.3% |
| P/E | 29.5 | 19.3 |
| P/B | 10.40 | 10.93 |
| P/S | 1.39 | 1.69 |
| EV/EBITDA | 18.2 | 11.7 |
| Revenue growth | +5.6% | +8.0% |
| Gross margin | — | 18.8% |
| Operating margin | 7.6% | 10.0% |
| Net margin | 4.6% | 8.8% |
| Return on equity | 34.4% | 57.2% |
| Return on assets | 5.4% | 8.9% |
| Return on invested capital | 16.8% | 29.1% |
| FCF yield | 3.8% | 5.0% |
| Dividend yield | 1.0% | 3.0% |
| Debt / equity | 1.08 | 1.26 |
| Current ratio | 0.59 | 0.30 |
| Altman Z (solvency) | 2.95 | 2.07 |
| Piotroski F (quality) | 7 / 9 | 5 / 9 |
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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.