The Cheesecake Factory Incorporated (CAKE) vs Thor Industries, Inc. (THO)

A side-by-side comparison of The Cheesecake Factory Incorporated and Thor Industries, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total return — CAKE vs THO

growth of $100 · dividends reinvested · last 10y
CAKE +145.8% (+9.4%/yr)THO +12.4% (+1.2%/yr)CAKE compounded faster over this window
50100150200250Start $10020182020202220242026$246$112
CAKE THO

CAKE vs THO: by the numbers

  • •CAKE is the larger company ($5.19B vs $3.76B market cap).
  • •THO trades at the lower trailing earnings multiple (14.52 vs 28.32 P/E), one valuation lens rather than an overall verdict.
  • •CAKE converts more revenue to profit (4.61% vs 2.66% net margin).
  • •CAKE grew revenue faster over the past five years (9.45% vs 3.24% CAGR).
  • •THO pays the higher dividend yield (2.85% vs 1.14%).

Metrics side by side

Valuation

MetricCAKETHO
P/E ratio28.3214.52
Forward P/E23.2916.30
P/S ratio1.340.38
P/B ratio10.000.87
EV / EBITDA22.308.45
FCF yield3.97%5.32%

Profitability

MetricCAKETHO
Gross margin78.33%12.34%
Operating margin5.27%2.54%
Net margin4.61%2.66%
ROE34.42%6.04%
ROIC7.19%3.54%

Dividends

MetricCAKETHO
Dividend yield1.14%2.85%
Payout ratio31.71%41.85%

Growth (annualized)

MetricCAKETHO
Revenue CAGR (5Y)9.45%3.24%
EPS CAGR (5Y)1.50%3.81%
FCF CAGR (5Y)12.09%0.94%
Total return CAGR (5Y)21.03%-6.37%

Frequently asked

Which has the lower trailing P/E, CAKE or THO?
THO has the lower trailing P/E: CAKE trades at 28.32 and THO at 14.52. P/E is one valuation measure and does not by itself establish which business is cheaper.
Which has grown faster, CAKE or THO?
Over the past five years, CAKE grew revenue faster — CAKE at a 9.45% CAGR versus THO at 3.24%.
Does CAKE or THO pay a bigger dividend?
CAKE yields 1.14% and THO yields 2.85% based on trailing dividends and the latest price.
Is CAKE or THO more profitable?
CAKE runs the higher net margin — CAKE at 4.61% versus THO at 2.66%.
How have CAKE and THO total returns compared?
Over the past 10 years, CAKE delivered 9.77% and THO delivered 1.32% 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 September 13, 2026.