The Cheesecake Factory Incorporated (CAKE) vs H&R Block, Inc. (HRB)

A side-by-side comparison of The Cheesecake Factory Incorporated and H&R Block, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of October 2, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CAKE vs HRB

growth of $100 · dividends reinvested · last 10y
CAKE +161.1% (+10.1%/yr)HRB +174.1% (+10.6%/yr)HRB compounded faster over this window
100200300400Start $10020182020202220242026$261$274
CAKE HRB

CAKE vs HRB: by the numbers

  • •CAKE is the larger company ($5.42B vs $5.26B market cap).
  • •HRB trades at the lower trailing earnings multiple (7.23 vs 29.57 P/E), one valuation lens rather than an overall verdict.
  • •HRB converts more revenue to profit (18.59% vs 4.61% net margin).
  • •HRB grew revenue faster over the past five years (25.33% vs 9.45% CAGR).
  • •HRB pays the higher dividend yield (4.05% vs 1.08%).

Metrics side by side

Valuation

MetricCAKEHRB
P/E ratio29.577.23
Forward P/E24.126.75
PEG ratioN/A0.51
P/S ratio1.401.33
P/B ratio10.4544.79
EV / EBITDA23.035.61
FCF yield3.81%N/A

Profitability

MetricCAKEHRB
Gross margin78.33%44.33%
Operating margin5.27%-32.66%
Net margin4.61%18.59%
ROE34.42%624.40%
ROIC7.19%38.84%

Dividends

MetricCAKEHRB
Dividend yield1.08%4.05%
Payout ratio31.71%29.97%

Growth (annualized)

MetricCAKEHRB
Revenue CAGR (5Y)9.45%25.33%
EPS CAGR (5Y)N/A13.86%
FCF CAGR (5Y)12.09%5.11%
Total return CAGR (5Y)19.69%14.40%

Frequently asked

Which has the lower trailing P/E, CAKE or HRB?
HRB has the lower trailing P/E: CAKE trades at 29.57 and HRB at 7.23. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CAKE or HRB?
Over the past five years, HRB grew revenue faster — CAKE at a 9.45% CAGR versus HRB at 25.33%.
Does CAKE or HRB pay a bigger dividend?
CAKE yields 1.08% and HRB yields 4.05% based on trailing dividends and the latest price.
Is CAKE or HRB more profitable?
HRB runs the higher net margin — CAKE at 4.61% versus HRB at 18.59%.
How have CAKE and HRB total returns compared?
Over the past 10 years, CAKE delivered 10.27% and HRB delivered 10.45% annualized total return. Past performance doesn't predict future results.

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 2, 2026.