Dutch Bros (BROS) vs Cheesecake Factory (CAKE)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Cheesecake Factory (CAKE) has outperformed Dutch Bros (BROS) over the past year, gaining 98.1% versus a loss of 19.9%. Over five years, CAKE leads with a +148.6% price change compared with -28.0% for BROS. Dutch Bros is the larger company by market cap ($6.70 billion vs $5.32 billion), about 1.3 times the size.
On valuation, Cheesecake Factory trades at a lower forward P/E (21.4x vs 28.6x for Dutch Bros). Cheesecake Factory pays a dividend yielding 1.07%, while Dutch Bros does not currently pay one. Dutch Bros converts more of its revenue into profit, with a net margin of 4.9% versus 4.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BROS | CAKE |
|---|---|---|
| Share price | $38.18 | $106.99 |
| Market cap | $6.70B | $5.32B |
| 1-day change | -2.25% | -1.15% |
| YTD return | -37.63% | +111.95% |
| 1-year return | -19.89% | +98.06% |
| 5-year return | -28.00% | +148.58% |
| P/E ratio (TTM) | 53.03 | 28.99 |
| Forward P/E | 28.61 | 21.41 |
| EPS (TTM) | $0.72 | $3.69 |
| Dividend yield | 0.00% | 1.07% |
| Annual dividend | $0.00 | $1.14 |
| Revenue (latest FY) | $1.64B | $3.75B |
| Revenue growth (YoY) | +27.88% | +4.75% |
| Net income (latest FY) | $79.84M | $148.43M |
| Gross margin | 25.88% | — |
| Operating margin | 9.84% | 4.99% |
| Net margin | 4.87% | 3.96% |
| 52-week high | $74.02 | $118.46 |
| 52-week low | $37.40 | $43.07 |
| Distance from 52-week high | -48.42% | -9.68% |
| Analyst consensus | strong_buy | hold |
| Avg. price target upside | +89.52% | -8.94% |
| Average volume | 3.92M | 1.65M |
| Shares outstanding | 137.94M | 49.76M |
| Employees | 27,000 | 48,000 |
| Sector | Consumer Discretionary | Consumer Discretionary |
| Industry | Restaurants | Restaurants |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- CAKE has outperformed BROS by 117.9 percentage points over the past year.
- Dutch Bros trades at a higher earnings multiple (53.0x vs 29.0x trailing P/E).
- Cheesecake Factory offers a meaningfully higher dividend yield (1.07% vs 0.00%).
- Dutch Bros grew revenue faster in its latest fiscal year (+27.88% vs +4.75%).
About Dutch Bros
BROS stock →Dutch Bros Inc., together with its subsidiaries, operates and franchises drive-thru shops in the United States. The company sells and distributes coffee, coffee-related products, and accessories.
Consumer Discretionary · Restaurants · 27,000 employees
About Cheesecake Factory
CAKE stock →The Cheesecake Factory Incorporated operates and licenses restaurants in the United States and Canada. It operates bakeries that produce cheesecakes and other baked products for its restaurants, international licensees, third-party bakery customers, external foodservice operators, retailers, and distributors.
Consumer Discretionary · Restaurants · 48,000 employees
BROS vs CAKE FAQ
Which is bigger, Dutch Bros or Cheesecake Factory?
Dutch Bros (BROS) is larger, with a market capitalization of $6.70B compared with $5.32B for Cheesecake Factory (CAKE).
Which stock has performed better over the past year, BROS or CAKE?
CAKE returned +98.06% over the past 12 months, compared with -19.89% for BROS (price return, excluding dividends). Past performance does not predict future results.
Which has the lower P/E ratio, BROS or CAKE?
CAKE has the lower trailing P/E at 29.0, versus 53.0 for BROS. A lower P/E is not by itself a sign of a better investment; it can reflect slower expected growth or higher risk.
Which pays a higher dividend, Dutch Bros or Cheesecake Factory?
Cheesecake Factory pays a dividend yielding 1.07%, while Dutch Bros does not currently pay a regular dividend.
Are Dutch Bros and Cheesecake Factory in the same industry?
Yes. Both are classified in the Restaurants industry within the Consumer Discretionary sector.