COMP <GO>
JMKE vs SHAK // RETURN ON INVESTED CAPITAL (ROIC)
Jersey Mike's Subs Inc. (NYSE) VS. Shake Shack Inc. (NYSE) • 15-METRIC TALLY: JMKE 6
— SHAK 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: SHAK
LAST: $18.81 (+2.84%) • MKT CAP: $5.81B
roic
2.40%
LAST: $72.46 (+2.81%) • MKT CAP: $3.02B
roic
6.80%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JMKE VS. SHAK)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | JMKE | SHAK | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 2.40% | 6.80% | -4.40 | SHAK | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.3x | 15.8x | +10.50 | SHAK | /valuation <GO> |
| Free Cash Flow Yield | 2.21% | 1.87% | +0.34 | JMKE | /fcf-yield <GO> |
| Operating Margin | 13.90% | 4.30% | +9.60 | JMKE | /operating-margins <GO> |
| Net Profit Margin | 10.90% | 3.40% | +7.50 | JMKE | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 15.40% | -6.60 | SHAK | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.30 | 2.39 | -0.09 | SHAK | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 9/9 | -1.00 | SHAK | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 52.1 | 60.1 | -8.00 | SHAK | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.87 | +0.28 | JMKE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.5x | 51.0x | -20.50 | JMKE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $5.81B | $3.02B | $2.79B | JMKE | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | JMKE REV | SHAK REV | JMKE GROSS % | SHAK GROSS % | JMKE FCF | SHAK FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $3.44B | $1.45B | — | — | $0 | $56.5M |
| FY 2024 | — | $1.25B | — | — | — | $35.7M |
| FY 2023 | — | $1.09B | — | — | — | $83.2M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
JMKE // BETA 1.15
SHAK // BETA 0.87