Added to YB: 2025-12-17
Pitch date: 2025-12-14
CAKE [neutral]
The Cheesecake Factory Incorporated
-1.46%
current return
Author Info
Stock Pitckers Journey is the retired Director and COO of the Prudent Bear Funds. Sign up for the newsletter.
Company Info
The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada.
Market Cap
$2.5B
Pitch Price
$49.88
Price Target
75.00 (+53%)
Dividend
2.17%
EV/EBITDA
7.61
P/E
15.16
EV/Sales
1.19
Sector
Hotels, Restaurants and Leisure
Category
value
Ya Gotta Start Somewhere - Restaurants - CAKE
CAKE: Restaurant operator w/ founder's son as CEO, targeting $4 EPS by 2026 vs current $50 stock price. 75% total return potential over 4-5yrs. Low debt (1x EBITDA), misperception around incubator concepts North Italia/Flower Child. Ron Baron owns 2.5%. Stock underperformed S&P by 300% over 10yrs despite solid ops.
Read full article (3 min)