10-QRetail-Eating Places

THE CHEESECAKE FACTORY INCORPORATED

CAKE · Period ending 2026-03-31 · Filed 2026-05-04

Valuation

Retail-Eating Places
Live · Yahoo Finance

Price

$84.46

52-Week Range

$43.07$84.46 now$87.90

Decision Context

Altman Z-Score indicates financial distress risk. Review debt levels and cash runway before any position sizing decision.

Based on filing period ending Mar 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

CAKE vs

Macro Context

Fed Funds Rate

3.64%

Accommodative

10-Year Treasury

4.32%

2026-04-01

Unemployment

4.3%

Near full employment

CPI Index

332.4

2026-04-01

M2 Money Supply

$22.8T

2026-04-01

The Federal Funds rate stands at 3.64% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.32%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.3%; Industrial production index is at 102.5; M2 money supply is $22.8T; CPI index stands at 332.4.

SWOT Analysis — CAKE

Inflationary Boom
Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

Strengths

  • Operating Cash Flow: $301.3M (+12.3% YoY) — Operating cash flow grew 12% — the business generated more cash from day-to-day operations.

  • Total Assets: $3.3B (+7.2% YoY) — Total assets grew 7% — the company's resource base expanded.

Weaknesses

  • Net Income: $148.4M (-5.3% YoY) — Profit fell 5% but remained positive.

  • EPS (Diluted): $3.06 (-4.4% YoY) — Earnings per share fell 4%.

Opportunities

  • Revenue: $3.8B (+4.7% YoY) — Revenue grew 5% — the company sold more goods or services than the prior year.

Threats

  • Total liabilities are 87% of total assets — the balance sheet is heavily leveraged with limited equity cushion.

  • Current ratio of 0.59x — short-term liabilities exceed current assets, which could create near-term liquidity pressure.

Financial Charts

Revenue vs Net Income

Margin Trend

Year-over-Year Changes

Operating Cash Flow

$301.3M

was $268.3M

+12.3%

Operating cash flow grew 12% — the business generated more cash from day-to-day operations.

Total Assets

$3.3B

was $3.0B

+7.2%

Total assets grew 7% — the company's resource base expanded.

Net Income

$148.4M

was $156.8M

−5.3%

Profit fell 5% but remained positive.

Revenue

$3.8B

was $3.6B

+4.7%

Revenue grew 5% — the company sold more goods or services than the prior year.

EPS (Diluted)

$3.06

was $3.20

−4.4%

Earnings per share fell 4%.

Risk Flags

2 high · 0 medium · 0 low
  • High

    Total liabilities are 87% of total assets — the balance sheet is heavily leveraged with limited equity cushion.

  • High

    Current ratio of 0.59x — short-term liabilities exceed current assets, which could create near-term liquidity pressure.

Price History

Technical Signals

Daily closes · 1-year data

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External Links

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Research THE CHEESECAKE FACTORY INCORPORATED

Data sourced from SEC EDGAR, FRED (Federal Reserve Economic Data), and Yahoo Finance. For informational purposes only. Not financial advice.