The Cheesecake Factory Incorporated (CAKE) vs Macy's, Inc. (M)
A side-by-side comparison of The Cheesecake Factory Incorporated and Macy's, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 12, 2026. Differences are shown without an overall score or investment verdict.
CAKE
The Cheesecake Factory Incorporated
$113.06Consumer CyclicalDelayed quote: Aug 11, 2026, 4:00 PM EDT
M
Macy's, Inc.
$24.52Consumer CyclicalDelayed quote: Aug 11, 2026, 4:00 PM EDT
Total return — CAKE vs M
growth of $100 · dividends reinvested · last 10yCAKE +157.3% (+9.9%/yr)M -3.7% (-0.4%/yr)CAKE compounded faster over this window
CAKE M
CAKE vs M: by the numbers
- •M is the larger company ($6.45B vs $5.62B market cap).
- •M trades at the lower trailing earnings multiple (10.33 vs 30.64 P/E), one valuation lens rather than an overall verdict.
- •CAKE converts more revenue to profit (4.61% vs 2.94% net margin).
- •CAKE grew revenue faster over the past five years (9.45% vs -2.85% CAGR).
- •M pays the higher dividend yield (3.00% vs 1.01%).
Metrics side by side
Valuation
| Metric | CAKE | M |
|---|---|---|
| P/E ratio | 30.64 | 10.33 |
| Forward P/E | 25.38 | 11.38 |
| P/S ratio | 1.41 | 0.30 |
| P/B ratio | 10.56 | 1.40 |
| EV / EBITDA | 23.22 | 5.58 |
| FCF yield | 3.76% | 22.12% |
Profitability
| Metric | CAKE | M |
|---|---|---|
| Gross margin | 78.33% | 36.54% |
| Operating margin | 5.27% | 4.47% |
| Net margin | 4.61% | 2.94% |
| ROE | 34.42% | 13.79% |
| ROIC | 6.27% | 6.63% |
Dividends
| Metric | CAKE | M |
|---|---|---|
| Dividend yield | 1.01% | 3.00% |
| Payout ratio | 35.96% | 31.55% |
Growth (annualized)
| Metric | CAKE | M |
|---|---|---|
| Revenue CAGR (5Y) | 9.45% | -2.85% |
| EPS CAGR (5Y) | 1.50% | -15.53% |
| FCF CAGR (5Y) | 12.09% | -15.90% |
| Total return CAGR (5Y) | 23.30% | 9.30% |
Frequently asked
- Which has the lower trailing P/E, CAKE or M?
- M has the lower trailing P/E: CAKE trades at 30.64 and M at 10.33. P/E is one valuation measure and does not by itself establish which business is cheaper.
- Which has grown faster, CAKE or M?
- Over the past five years, CAKE grew revenue faster — CAKE at a 9.45% CAGR versus M at -2.85%.
- Does CAKE or M pay a bigger dividend?
- CAKE yields 1.01% and M yields 3.00% based on trailing dividends and the latest price.
- Is CAKE or M more profitable?
- CAKE runs the higher net margin — CAKE at 4.61% versus M at 2.94%.
- How have CAKE and M total returns compared?
- Over the past 10 years, CAKE delivered 10.48% and M delivered 1.36% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cheesecake Factory P/E ratioMacy's P/E ratioCheesecake Factory dividend yieldMacy's dividend yieldCheesecake Factory ROEMacy's ROECheesecake Factory operating marginMacy's operating marginCheesecake Factory revenue growthMacy's revenue growthCheesecake Factory free cash flowMacy's free cash flow
Cheesecake Factory & Macy's 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 August 12, 2026.