Cheesecake Factory Zukünftiges Wachstum
Future Kriterienprüfungen 2/6
Cheesecake Factory wird ein jährliches Gewinn- und Umsatzwachstum von 15.5% bzw. 5.9% prognostiziert. Der Gewinn pro Aktie wird voraussichtlich wachsen um 13.5% pro Jahr. Die Eigenkapitalrendite wird in 3 Jahren voraussichtlich 33.8% betragen.
Wichtige Informationen
15.5%
Wachstumsrate der Gewinne
13.48%
EPS-Wachstumsrate
| Hospitality Gewinnwachstum | 18.1% |
| Wachstumsrate der Einnahmen | 5.9% |
| Zukünftige Eigenkapitalrendite | 33.76% |
| Analystenabdeckung | Good |
| Zuletzt aktualisiert | 05 May 2026 |
Jüngste Aktualisierungen zum künftigen Wachstum
Analyseartikel • May 07
The Cheesecake Factory Incorporated (NASDAQ:CAKE) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shareholders are probably feeling a little disappointed, since its...Analyseartikel • Oct 30
Results: The Cheesecake Factory Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
There's been a notable change in appetite for The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shares in the week...Analyseartikel • Aug 01
The Cheesecake Factory Incorporated Just Recorded A 8.4% EPS Beat: Here's What Analysts Are Forecasting Next
Last week, you might have seen that The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) released its quarterly result...Recent updates
Analyseartikel • May 11
We Like The Quality Of Cheesecake Factory's (NASDAQ:CAKE) Earnings
Despite posting healthy earnings, The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) stock has been quite weak...
Analyse-Update • May 10
CAKE: Elevated P/E And 2026 Execution Risks Will Constrain Returns
Analysts have lifted the fair value estimate for Cheesecake Factory stock by about $1.81 to $51.81, as recent price target revisions cite updated models following Q4 results, ongoing 2026 outlook assumptions, and adjustments to P/E expectations. Analyst Commentary Recent research has centered on how Cheesecake Factory's valuation lines up with its updated 2026 outlook and the mixed tone around the latest Q4 results.Analyseartikel • May 07
The Cheesecake Factory Incorporated (NASDAQ:CAKE) First-Quarter Results: Here's What Analysts Are Forecasting For This Year
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shareholders are probably feeling a little disappointed, since its...Seeking Alpha • Apr 30
The Cheesecake Factory Q1 Earnings: Slow And Steady Growth
Summary The Cheesecake Factory Incorporated continues to demonstrate stable growth, with Q1 2026 revenues up 5.6% year-over-year and a 1.6% increase in comparable sales. CAKE margins remain resilient, with food and beverage costs at 21.7% of sales and labor expenses improving 20 basis points from last year, supporting profitability. Q1 2026 adjusted EPS reached $1.05, beating estimates by $0.05, and CAKE management targets 8-10% EPS growth for 2026. I maintain a market perform rating, viewing CAKE stock as fairly valued at 15-16x FWD EPS, with dividend increases and share repurchases enhancing shareholder returns. Read the full article on Seeking AlphaAnalyse-Update • Apr 23
CAKE: Elevated P/E And Mixed Q4 Delivery Will Constrain Forward Returns
Analysts have lifted Cheesecake Factory's average price target by several dollars to a range of roughly $58 to $75, as they refresh models after mixed Q4 results and an updated 2026 outlook. They still see a fair value of $50 based on current assumptions for revenue growth, margins and future P/E.
Analyse-Update • Apr 07
CAKE: Higher P/E Assumptions Will Support 2026 Outlook Execution
The analyst fair value estimate for Cheesecake Factory has increased from $60.61 to $64.44. This change reflects a series of higher price targets on the stock as analysts update their models following mixed Q4 results and an intact 2026 outlook.Analyse-Update • Mar 24
CAKE: Elevated P/E And Mixed Q4 Execution Will Limit Forward Upside
Analyst price targets for Cheesecake Factory have moved higher into the $58 to $75 range, as analysts update models following mixed Q4 results while largely maintaining 2026 outlook assumptions and pointing to what they see as balanced risk/reward at current P/E levels. Analyst Commentary Recent research updates show a wide spread in views on Cheesecake Factory, even as headline price targets move higher.Analyse-Update • Mar 09
CAKE: Elevated P/E Premium And Sector Headwinds Will Constrain Forward Upside Potential
Analysts have lifted their aggregate price targets on Cheesecake Factory by several dollars into the $58 to $75 range, citing refreshed models after mixed Q4 results, an intact 2026 outlook, and what some see as conservative long term assumptions. Analyst Commentary Recent research paints a mixed picture for Cheesecake Factory, with several firms lifting price targets after updating models for the latest Q4 report and 2026 outlook.Analyse-Update • Feb 23
CAKE: Elevated P E And Sector Headwinds Are Expected To Limit Upside
Narrative Update: Cheesecake Factory Analysts have raised their average price targets for Cheesecake Factory by several dollars into a broad $58 to $75 range, citing updated post-Q4 models, a largely intact 2026 outlook, and a higher assumed P/E multiple, even as views on risk and reward remain mixed across firms. Analyst Commentary Across recent research, analysts are broadly lifting their price targets for Cheesecake Factory into a higher band, but their views on the stock are far from unanimous.Analyse-Update • Feb 08
CAKE: Higher P/E Assumptions Will Balance Margin Pressure And Sector Headwinds
Analysts have nudged their price targets for Cheesecake Factory higher, reflecting slightly richer P/E assumptions and a modest lift in fair value to about $60.61, even as they acknowledge mixed sector views and ongoing earnings constraints in recent research. Analyst Commentary Recent research on Cheesecake Factory points to a split view, with some analysts lifting price targets on higher valuation multiples while others stay cautious on the operating backdrop for casual dining.Analyse-Update • Jan 25
CAKE: Softer Sales Trends And Sector Headwinds Are Expected To Pressure Returns
Analysts have nudged their fair value estimate for Cheesecake Factory to $50, a $1 adjustment that reflects slightly updated views on discount rates, revenue growth, profit margins, and the appropriate future P/E multiple in light of recent mixed price target changes across the Street. Analyst Commentary Recent Street research around Cheesecake Factory has been mixed, with several firms adjusting price targets and, in at least one case, downgrading the stock.Analyse-Update • Jan 11
CAKE: Softer Same Store Sales And Sector Pressure Will Constrain Near Term Outlook
Analysts have nudged their fair value estimate for The Cheesecake Factory higher to $49.00 from $48.00. This reflects updated price targets that balance recent cuts and raises across the Street and factor in modest tweaks to revenue growth, profit margin and future P/E assumptions.Analyse-Update • Dec 26
CAKE: Softer Same Store Sales Trends Will Shape Near Term Outlook
Cheesecake Factory's analyst-derived fair value has been trimmed from about $50.41 to $48.00, as analysts factor in softer same-store sales trends, modest demand slowdowns into next year, and a slightly weaker growth and margin outlook, despite the brand's still solid positioning in a choppier macro environment. Analyst Commentary Bearish analysts continue to recalibrate their expectations for Cheesecake Factory, cutting price targets across the board as they reassess near term growth and margin assumptions.Analyse-Update • Dec 12
CAKE: Margin Discipline Will Support Earnings Stability Amid Choppy Demand
Analysts have nudged their blended price target for Cheesecake Factory modestly lower, trimming expectations by a few dollars per share to reflect softer same store sales trends, choppier demand into Q3, and a slightly more cautious view on the restaurant sector backdrop. Analyst Commentary Street research reflects a more nuanced stance on Cheesecake Factory, with both optimistic and cautious voices acknowledging a tougher near term operating backdrop while debating the durability of demand and margin resilience.Analyse-Update • Nov 28
CAKE: Margin Resilience Will Support Recovery Despite Sales Headwinds Ahead
Cheesecake Factory's average analyst price target has declined slightly. Recent reductions have been attributed to softer sales trends and persistent industry demand headwinds.Analyse-Update • Nov 14
CAKE: Sustained Margin Improvement Is Expected To Support Long-Term Upside
The consensus analyst price target for Cheesecake Factory has been lowered by approximately $0.56. Analysts cite recent weaker same-store sales trends and persistent demand headwinds as key drivers of the adjustment.Analyse-Update • Oct 30
CAKE: Share Repurchase Program And Brand Resilience Will Drive Positive Momentum
The consensus analyst price target for Cheesecake Factory has decreased by just over $5 to around $60. Analysts cite softer sales trends and persistent macroeconomic challenges impacting growth expectations.Analyseartikel • Oct 30
Results: The Cheesecake Factory Incorporated Exceeded Expectations And The Consensus Has Updated Its Estimates
There's been a notable change in appetite for The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) shares in the week...Analyse-Update • Oct 16
Flower Child And North Italia Concepts Will Expand Market Appeal
The consensus analyst price target for Cheesecake Factory has been reduced from approximately $73 to $68 as analysts cite a challenging industry backdrop and updated company outlooks, particularly with an anticipated mixed and volatile earnings season ahead. Analyst Commentary Recent research from major firms reflects both optimism and caution regarding Cheesecake Factory's performance in the upcoming quarter.Analyseartikel • Sep 24
Weekly Picks: ⛏️ The Gold Play With Permits, A Plan And Real Momentum And 2 More Picks
This week’s picks cover: Why most people don’t understand The Cheesecake Factory’s potential, how fully permitted gold miner, 1911 Gold, could offer 50x return, why rate cuts benefit dividend plays like Coca Cola immensely.Analyseartikel • Sep 09
Is Now The Time To Look At Buying The Cheesecake Factory Incorporated (NASDAQ:CAKE)?
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ), might not be a large cap stock, but it saw significant share price...Analyseartikel • Aug 04
Cheesecake Factory (NASDAQ:CAKE) Is Paying Out A Dividend Of $0.27
The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) will pay a dividend of $0.27 on the 26th of August. This means the...
Neue Analyse • Aug 02
Cheesecake Factory offers an enticing opportunity for long-term growth by leveraging new concepts
The Cheesecake Factory is a stock that I believe most people do not understand it's actual potential; or really what makes this stock so attractive for long term growth. Here is a brief description of the company according to Benzinga: "Cheesecake Factory Inc owns and operates restaurants in the United States and Canada under brands that include The Cheesecake Factory, North Italia, and a collection within the Fox Restaurants Concepts subsidiary.Analyseartikel • Aug 01
The Cheesecake Factory Incorporated Just Recorded A 8.4% EPS Beat: Here's What Analysts Are Forecasting Next
Last week, you might have seen that The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) released its quarterly result...Analyseartikel • Jul 02
Cheesecake Factory's (NASDAQ:CAKE) Returns On Capital Are Heading Higher
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Analyseartikel • Jun 18
Some Shareholders Feeling Restless Over The Cheesecake Factory Incorporated's (NASDAQ:CAKE) P/E Ratio
There wouldn't be many who think The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) price-to-earnings (or "P/E...Analyseartikel • May 25
Is Cheesecake Factory (NASDAQ:CAKE) A Risky Investment?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Analyseartikel • May 12
Cheesecake Factory's (NASDAQ:CAKE) Earnings May Just Be The Starting Point
Even though The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) recent earnings release was robust, the market didn't...Analyseartikel • Apr 15
Should You Investigate The Cheesecake Factory Incorporated (NASDAQ:CAKE) At US$46.99?
While The Cheesecake Factory Incorporated ( NASDAQ:CAKE ) might not have the largest market cap around , it received a...Seeking Alpha • Mar 28
The Cheesecake Factory: Downgrade To Sell As The Macro Environment Is Too Challenging
Summary I am downgrading The Cheesecake Factory from hold to sell due to worsening macro conditions and poor consumer sentiment affecting discretionary spending. CAKE's traffic growth has been negative for seven consecutive quarters, and price increases are no longer a viable strategy for SSS growth. Limited unit growth and high G&A expenses further constrain CAKE's ability to drive revenue and margin expansion in FY25. Valuation at 13x forward P/E is too high given the headwinds, with the potential for multiple re-rating if revenue or margins decline. Read the full article on Seeking AlphaAnalyseartikel • Mar 21
Estimating The Fair Value Of The Cheesecake Factory Incorporated (NASDAQ:CAKE)
Key Insights Cheesecake Factory's estimated fair value is US$46.97 based on 2 Stage Free Cash Flow to Equity Current...Analyseartikel • Mar 09
Market Participants Recognise The Cheesecake Factory Incorporated's (NASDAQ:CAKE) Earnings
With a median price-to-earnings (or "P/E") ratio of close to 18x in the United States, you could be forgiven for...Analyseartikel • Feb 25
Cheesecake Factory's (NASDAQ:CAKE) Dividend Will Be $0.27
The Cheesecake Factory Incorporated's ( NASDAQ:CAKE ) investors are due to receive a payment of $0.27 per share on 18th...Seeking Alpha • Feb 20
The Cheesecake Factory: A Winning Restaurant Stock
Summary We continue to rate The Cheesecake Factory a hold, highlighting its strong revenue growth, margin improvements, and positive comparable sales trends. The company's strategic cost management and easing inflation have led to improved margins, with food and labor expenses showing notable reductions. CAKE's earnings growth is robust, with Q4 adjusted EPS rising significantly year-over-year, and the stock remains attractively valued at less than 15X forward earnings. With manageable debt, ongoing share repurchases, and expected dividend increases, we see long-term upside, projecting EPS of $3.70-3.85 for 2025. Read the full article on Seeking AlphaAnalyseartikel • Feb 10
Returns At Cheesecake Factory (NASDAQ:CAKE) Appear To Be Weighed Down
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...Seeking Alpha • Feb 03
The Cheesecake Factory: Maintaining My Buy Rating
Summary The Cheesecake Factory has outperformed the market with over a 50% return since April 2024, driven by strong fundamentals and positive earnings momentum. Despite the current fair valuation, CAKE's consistent revenue, margin improvements, and strong consumer base suggest potential for further appreciation. Risks include historical underperformance prior to this past year, inconsistent quarterly fundamentals, and potential economic downturns, but CAKE's strong consumer base and earnings resilience offer optimism. Fair value for CAKE is estimated between $42-$59 per share, with a 2% dividend yield, making it a long-term cautious buy. Read the full article on Seeking AlphaAnalyseartikel • Jan 29
We Ran A Stock Scan For Earnings Growth And Cheesecake Factory (NASDAQ:CAKE) Passed With Ease
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Analyseartikel • Jan 17
Cheesecake Factory (NASDAQ:CAKE) Has A Pretty Healthy Balance Sheet
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Seeking Alpha • Jan 15
The Cheesecake Factory: Earnings Growth Is Underappreciated
Summary The Cheesecake Factory is an attractive investment for 2025, offering a ~2% dividend yield and trading at a below-market valuation. The company recently increased prices without denting low single-digit comparable sales growth. In turn, the company's net profit margins have nearly doubled. The company has a diversified restaurant portfolio, with other brands including Flower Child and North Italia alongside a handful of boutique restaurants. Trading at a 13.6x forward P/E ratio, the stock trades well below the S&P 500 as well as many of its restaurant peers. It also offers a ~2% dividend yield. Read the full article on Seeking AlphaSeeking Alpha • Jan 07
The Cheesecake Factory: A Recipe For Growth, But Too High A Price
Summary The Cheesecake Factory has shown strong performance with a 33% stock increase, but elevated capex concerns limit upside potential, leading to a 'hold' rating. Q3 results were solid, with a 49% EPS increase and positive same-store sales growth, driven mainly by pricing rather than traffic. However, investors should watch the reliance on pricing for growth, potential inflationary pressures, and economic downturn impacts, which could affect profitability and expansion plans, which are causes for concern. Despite improved margins, CAKE's high capex costs and valuation concerns (P/FCF over 25x) suggest limited value, so I'm maintaining the current rating for now. Read the full article on Seeking AlphaGewinn- und Umsatzwachstumsprognosen
| Datum | Umsatz | Gewinne | Freier Cashflow | Bargeld aus operativen Tätigkeiten | Durchschn. Anz. Analysten |
|---|---|---|---|---|---|
| 12/31/2028 | 4,488 | N/A | N/A | N/A | 7 |
| 12/31/2027 | 4,178 | 218 | 183 | 382 | 19 |
| 12/31/2026 | 3,922 | 197 | 162 | 319 | 19 |
| 3/31/2026 | 3,803 | 165 | 171 | 319 | N/A |
| 12/30/2025 | 3,752 | 148 | 154 | 301 | N/A |
| 9/30/2025 | 3,711 | 161 | 158 | 320 | N/A |
| 7/1/2025 | 3,669 | 159 | 130 | 310 | N/A |
| 4/1/2025 | 3,618 | 157 | 113 | 280 | N/A |
| 12/31/2024 | 3,582 | 157 | 107 | 268 | N/A |
| 10/1/2024 | 3,538 | 128 | 68 | 242 | N/A |
| 7/2/2024 | 3,502 | 116 | 54 | 211 | N/A |
| 4/2/2024 | 3,465 | 106 | 68 | 220 | N/A |
| 1/2/2024 | 3,440 | 101 | 65 | 218 | N/A |
| 10/3/2023 | 3,455 | 85 | 78 | 214 | N/A |
| 7/4/2023 | 3,409 | 65 | 46 | 176 | N/A |
| 4/4/2023 | 3,376 | 48 | 71 | 193 | N/A |
| 1/3/2023 | 3,303 | 43 | 49 | 162 | N/A |
| 9/27/2022 | 3,187 | 50 | 96 | 193 | N/A |
| 6/28/2022 | 3,158 | 85 | 87 | 170 | N/A |
| 3/29/2022 | 3,094 | 73 | 136 | 225 | N/A |
| 12/28/2021 | 2,928 | 49 | 145 | 213 | N/A |
| 9/28/2021 | 2,705 | 9 | 93 | 155 | N/A |
| 6/29/2021 | 2,469 | -57 | 117 | 169 | N/A |
| 3/30/2021 | 1,996 | -142 | 15 | 58 | N/A |
| 12/29/2020 | 1,983 | -277 | -48 | 3 | N/A |
| 9/29/2020 | 2,123 | -191 | 2 | 70 | N/A |
| 6/30/2020 | 2,192 | -142 | 23 | 99 | N/A |
| 3/31/2020 | 2,498 | -36 | 74 | 152 | N/A |
| 12/31/2019 | 2,483 | 127 | N/A | 219 | N/A |
| 10/1/2019 | 2,374 | 95 | N/A | 225 | N/A |
| 7/2/2019 | 2,362 | 107 | N/A | 235 | N/A |
| 4/2/2019 | 2,347 | 100 | N/A | 250 | N/A |
| 1/1/2019 | 2,332 | 99 | N/A | 291 | N/A |
| 10/2/2018 | 2,319 | 141 | N/A | 267 | N/A |
| 7/3/2018 | 2,299 | 139 | N/A | 265 | N/A |
| 4/3/2018 | 2,282 | 148 | N/A | 266 | N/A |
| 1/2/2018 | 2,261 | 157 | N/A | 239 | N/A |
| 10/3/2017 | 2,292 | 132 | N/A | 246 | N/A |
| 7/4/2017 | 2,296 | 140 | N/A | 272 | N/A |
| 4/4/2017 | 2,285 | 141 | N/A | 282 | N/A |
| 1/3/2017 | 2,276 | 139 | N/A | 316 | N/A |
| 9/27/2016 | 2,199 | 134 | N/A | 299 | N/A |
| 6/28/2016 | 2,166 | 126 | N/A | 273 | N/A |
| 3/29/2016 | 2,136 | 122 | N/A | 252 | N/A |
| 12/29/2015 | 2,101 | 117 | N/A | 248 | N/A |
| 9/29/2015 | 2,073 | 114 | N/A | 240 | N/A |
| 6/30/2015 | 2,046 | 112 | N/A | 239 | N/A |
Analystenprognosen zum zukünftigen Wachstum
Einkommen vs. Sparrate: CAKEDas prognostizierte Gewinnwachstum (15.5% pro Jahr) liegt über der Sparquote (3.5%).
Ertrag vs. Markt: CAKEDie Erträge des Unternehmens (15.5% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (16.7% pro Jahr).
Hohe Wachstumserträge: CAKEDie Erträge des Unternehmens werden voraussichtlich steigen, jedoch nicht deutlich.
Einnahmen vs. Markt: CAKEDie Einnahmen des Unternehmens (5.9% pro Jahr) werden voraussichtlich langsamer wachsen als der Markt US (11.6% pro Jahr).
Hohe Wachstumseinnahmen: CAKEDie Einnahmen des Unternehmens (5.9% pro Jahr) werden voraussichtlich langsamer wachsen als 20% pro Jahr.
Wachstumsprognosen für den Gewinn je Aktie
Künftige Eigenkapitalrendite
Künftige Eigenkapitalrendite: CAKEDie Eigenkapitalrendite des Unternehmens wird in 3 Jahren voraussichtlich hoch sein (33.8%)
Wachstumsunternehmen entdecken
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/05/12 02:57 |
| Aktienkurs zum Tagesende | 2026/05/12 00:00 |
| Gewinne | 2026/03/31 |
| Jährliche Einnahmen | 2025/12/30 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
The Cheesecake Factory Incorporated wird von 41 Analysten beobachtet. 19 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| John Staszak | Argus Research Company |
| David Tarantino | Baird |
| Jeffrey Bernstein | Barclays |