COMP <GO>
CAKE vs BROS // GROSS PROFIT MARGIN
Cheesecake Factory Incorporated (NASDAQ) VS. Dutch Bros Inc. (NYSE) • 15-METRIC TALLY: CAKE 5
— BROS 8
■ METRIC PARITY
LAST: $113.12 (+6.99%) • MKT CAP: $5.63B
gross-margins
—
LAST: $43.98 (+2.45%) • MKT CAP: $7.68B
gross-margins
25.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (CAKE VS. BROS)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | CAKE | BROS | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin ACTIVE | — | 25.90% | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 18.90% | 20.70% | -1.80 | BROS | /roic <GO> |
| EV/EBITDA & P/E Valuation | 19.2x | 20.8x | -1.60 | CAKE | /valuation <GO> |
| Free Cash Flow Yield | 2.76% | 0.71% | +2.05 | CAKE | /fcf-yield <GO> |
| Operating Margin | 5.00% | 9.80% | -4.80 | BROS | /operating-margins <GO> |
| Net Profit Margin | 3.90% | 4.90% | -1.00 | BROS | /net-margins <GO> |
| Revenue Growth (YoY) | 4.70% | 27.90% | -23.20 | BROS | /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 | 3.00 | +0.02 | CAKE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 8/9 | -2.00 | BROS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 55.9 | 58.7 | -2.80 | BROS | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.90 | 1.00 | -0.10 | BROS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 35.3x | 80.8x | -45.50 | CAKE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.63B | $7.68B | -$2.05B | BROS | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | CAKE REV | BROS REV | CAKE GROSS % | BROS GROSS % | CAKE FCF | BROS FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.75B | $1.64B | — | 25.9% | $155.1M | $54.4M |
| FY 2024 | $3.58B | $1.28B | — | 26.6% | $108.0M | $24.7M |
| FY 2023 | $3.44B | $965.8M | — | — | $63.6M | $96.5M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
CAKE // BETA 0.90
BROS // BETA 1.00