THE CHEESECAKE FACTORY INCORPORATED vs RESTAURANT BRANDS INTERNATIONAL INC., two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where CAKE and QSR diverge most: on net margin, CAKE reads 4.6% and QSR reads 17.5%; on operating margin, CAKE reads 7.6% and QSR reads 28.4%. The rest of the comparable metrics sit closer together. What QSR'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 | QSR |
|---|---|---|
| Price | $108.48 | $70.96 |
| Market cap | $5.4B | $32.6B |
| Sector | Restaurants | Restaurants |
| Stage | Mature | Mature |
| Implied growth (priced in) | +22.2% | — |
| P/E | 29.5 | 19.1 |
| P/B | 10.40 | 6.05 |
| P/S | 1.39 | 3.37 |
| EV/EBITDA | 18.2 | 15.4 |
| Revenue growth | +5.6% | +6.5% |
| Operating margin | 7.6% | 28.4% |
| Net margin | 4.6% | 17.5% |
| Return on equity | 34.4% | 31.5% |
| Return on assets | 5.4% | 6.8% |
| Return on invested capital | 16.8% | 11.0% |
| FCF yield | 3.8% | 5.0% |
| Dividend yield | 1.0% | 3.5% |
| Debt / equity | 1.08 | 2.46 |
| Current ratio | 0.59 | 1.01 |
| Altman Z (solvency) | 2.95 | 1.60 |
| Piotroski F (quality) | 7 / 9 | 6 / 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.