The Cheesecake Factory Incorporated (CAKE) vs Cavco Industries, Inc. (CVCO)
A side-by-side comparison of The Cheesecake Factory Incorporated and Cavco Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 6, 2026. Differences are shown without an overall score or investment verdict.
CAKE
The Cheesecake Factory Incorporated
$108.42Consumer CyclicalDelayed quote: Oct 6, 2026, 2:50 PM EDT
CVCO
Cavco Industries, Inc.
$578.10Consumer CyclicalDelayed quote: Oct 6, 2026, 2:49 PM EDT
Total return — CAKE vs CVCO
growth of $100 · dividends reinvested · last 10yCAKE +171.1% (+10.5%/yr)CVCO +486.1% (+19.3%/yr)CVCO compounded faster over this window
CAKE CVCO
CAKE vs CVCO: by the numbers
- •CAKE is the larger company ($5.39B vs $4.46B market cap).
- •CVCO trades at the lower trailing earnings multiple (25.16 vs 29.38 P/E), one valuation lens rather than an overall verdict.
- •CVCO converts more revenue to profit (7.89% vs 4.61% net margin).
- •CVCO grew revenue faster over the past five years (14.93% vs 9.45% CAGR).
- •CAKE pays a dividend (1.07% yield), while CVCO has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | CAKE | CVCO |
|---|---|---|
| P/E ratio | 29.38 | 25.16 |
| Forward P/E | 23.97 | 25.63 |
| PEG ratio | N/A | 1.05 |
| P/S ratio | 1.39 | 1.94 |
| P/B ratio | 10.38 | 4.01 |
| EV / EBITDA | 22.92 | 17.32 |
| FCF yield | 3.83% | 5.27% |
Profitability
| Metric | CAKE | CVCO |
|---|---|---|
| Gross margin | 78.33% | 23.15% |
| Operating margin | 5.27% | 9.62% |
| Net margin | 4.61% | 7.89% |
| ROE | 34.42% | 16.32% |
| ROIC | 7.19% | 14.60% |
Dividends
| Metric | CAKE | CVCO |
|---|---|---|
| Dividend yield | 1.07% | N/A |
| Payout ratio | 31.71% | N/A |
Growth (annualized)
| Metric | CAKE | CVCO |
|---|---|---|
| Revenue CAGR (5Y) | 9.45% | 14.93% |
| EPS CAGR (5Y) | N/A | 23.90% |
| FCF CAGR (5Y) | 12.09% | 20.45% |
| Total return CAGR (5Y) | 21.32% | 19.30% |
Frequently asked
- Which has the lower trailing P/E, CAKE or CVCO?
- CVCO has the lower trailing P/E: CAKE trades at 29.38 and CVCO at 25.16. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CAKE or CVCO?
- Over the past five years, CVCO grew revenue faster — CAKE at a 9.45% CAGR versus CVCO at 14.93%.
- Does CAKE or CVCO pay a bigger dividend?
- CAKE pays a dividend (1.07% yield), while CVCO has no payments in the available dividend history.
- Is CAKE or CVCO more profitable?
- CVCO runs the higher net margin — CAKE at 4.61% versus CVCO at 7.89%.
- How have CAKE and CVCO total returns compared?
- Over the past 10 years, CAKE delivered 10.45% and CVCO delivered 19.26% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cheesecake Factory P/E ratioCavco Industries P/E ratioCheesecake Factory dividend yieldCheesecake Factory ROECavco Industries ROECheesecake Factory operating marginCavco Industries operating marginCheesecake Factory revenue growthCavco Industries revenue growthCheesecake Factory free cash flowCavco Industries free cash flow
Cheesecake Factory & Cavco Industries appear in these rankings
Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified October 6, 2026.