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 August 12, 2026. Differences are shown without an overall score or investment verdict.

Compare

Total returnCAKE vs THO

growth of $100 · dividends reinvested · last 10y
CAKE +157.3% (+9.9%/yr)THO +24.7% (+2.2%/yr)CAKE compounded faster over this window
50100150200250Start $10020182020202220242026$257$125
CAKE THO

CAKE vs THO: by the numbers

  • CAKE is the larger company ($5.69B vs $4.08B market cap).
  • THO trades at the lower trailing earnings multiple (16.00 vs 30.64 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 (2.62% vs 1.01%).

Metrics side by side

Valuation

MetricCAKETHO
P/E ratio30.6416.00
Forward P/E25.3822.60
P/S ratio1.410.42
P/B ratio10.560.97
EV / EBITDA23.229.24
FCF yield3.76%4.79%

Profitability

MetricCAKETHO
Gross margin78.33%12.34%
Operating margin5.27%2.54%
Net margin4.61%2.66%
ROE34.42%6.04%
ROIC6.27%4.73%

Dividends

MetricCAKETHO
Dividend yield1.01%2.62%
Payout ratio35.96%42.71%

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)23.30%-6.03%

Frequently asked

Which has the lower trailing P/E, CAKE or THO?
THO has the lower trailing P/E: CAKE trades at 30.64 and THO at 16.00. 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 1.01% and THO yields 2.62% 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 10.48% and THO delivered 2.39% 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 August 12, 2026.