COMP <GO>
CAKE vs AMZN // RETURN ON INVESTED CAPITAL (ROIC)
Cheesecake Factory Incorporated (The) (NASDAQ) VS. Amazon.com, Inc. (NASDAQ) • 15-METRIC TALLY: CAKE 5
— AMZN 5
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: CAKE
LAST: $112.64 (-0.42%) • MKT CAP: $5.63B
roic
18.90%
LAST: $240.35 (-1.41%) • MKT CAP: $2.59T
roic
17.61%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAKE VS. AMZN)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAKE | AMZN | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 41.00% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 18.90% | 17.61% | +1.29 | CAKE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 15.8x | +3.45 | AMZN | /valuation <GO> |
| Free Cash Flow Yield | 2.76% | -1.81% | +4.57 | CAKE | /fcf-yield <GO> |
| Operating Margin | 5.00% | — | — | TIE | /operating-margins <GO> |
| Net Profit Margin | 3.90% | — | — | TIE | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | — | — | TIE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.93% | 0.00% | +0.93 | CAKE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.02 | 3.32 | -0.30 | AMZN | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.73% | -0.13 | CAKE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.1 | 38.3 | +16.87 | CAKE | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.46 | -0.56 | AMZN | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.3x | 22.8x | +12.55 | AMZN | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.63B | $2.59T | -$2.59T | AMZN | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAKE REV | AMZN REV | CAKE GROSS % | AMZN GROSS % | CAKE FCF | AMZN FCF |
|---|---|---|---|---|---|---|
| FY 2026 | — | $0 | — | — | — | -$46.89B |
| FY 2025 | $3.75B | $0 | 44.0% | — | $155.1M | $10.56B |
| FY 2024 | $3.58B | $0 | 44.0% | — | $108.0M | $42.95B |
| FY 2023 | $3.44B | $0 | 44.0% | — | $63.6M | $16.92B |
| FY 2022 | — | $0 | — | — | — | -$26.32B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CAKE // BETA 0.90
AMZN // BETA 1.46