COMP <GO>
BROS vs CAKE // NET PROFIT MARGIN
Dutch Bros Inc. (NYSE) VS. Cheesecake Factory Incorporated (NASDAQ) • 15-METRIC TALLY: BROS 7
— CAKE 6
▲ NET PROFIT MARGIN LEADER: BROS
LAST: $42.87 (-2.52%) • MKT CAP: $7.49B
net-margins
4.90%
LAST: $112.64 (-0.42%) • MKT CAP: $5.61B
net-margins
3.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (BROS VS. CAKE)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | BROS | CAKE | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 25.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.70% | 18.90% | +1.80 | BROS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 20.8x | 19.2x | +1.60 | CAKE | /valuation <GO> |
| Free Cash Flow Yield | 0.71% | 2.76% | -2.05 | CAKE | /fcf-yield <GO> |
| Operating Margin | 9.80% | 5.00% | +4.80 | BROS | /operating-margins <GO> |
| Net Profit Margin ACTIVE | 4.90% | 3.90% | +1.00 | BROS | /net-margins <GO> |
| Revenue Growth (YoY) | 27.90% | 4.70% | +23.20 | BROS | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.93% | -0.93 | CAKE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.00 | 3.02 | -0.02 | CAKE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 6/9 | +2.00 | BROS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 53.3 | 54.8 | -1.50 | CAKE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.00 | 0.90 | +0.10 | BROS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 80.8x | 35.3x | +45.50 | CAKE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.49B | $5.61B | $1.88B | BROS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | BROS REV | CAKE REV | BROS GROSS % | CAKE GROSS % | BROS FCF | CAKE FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.64B | $3.75B | 25.9% | — | $54.4M | $155.1M |
| FY 2024 | $1.28B | $3.58B | 26.6% | — | $24.7M | $108.0M |
| FY 2023 | $965.8M | $3.44B | — | — | $96.5M | $63.6M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
BROS // BETA 1.00
CAKE // BETA 0.90