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CAKE vs SHOO

CAKE
The Cheesecake Factory Incorporated
BEARISH
Price
$55.78
Market Cap
$2.78B
Sector
Consumer Cyclical
AI Confidence
75%
SHOO
Steven Madden, Ltd.
BEARISH
Price
$39.80
Market Cap
$2.91B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
CAKE
18.23
SHOO
63.17
Forward P/E
CAKE
12.6
SHOO
15.17
P/B Ratio
CAKE
6.34
SHOO
3.34
P/S Ratio
CAKE
0.74
SHOO
1.15
EV/EBITDA
CAKE
14.29
SHOO
16.1

Profitability

Gross Margin
CAKE
40.39%
SHOO
42.63%
Operating Margin
CAKE
7.0%
SHOO
8.1%
Profit Margin
CAKE
3.96%
SHOO
1.76%
ROE
CAKE
33.74%
SHOO
5.51%
ROA
CAKE
4.46%
SHOO
6.61%

Growth

Revenue Growth
CAKE
4.4%
SHOO
29.4%
Earnings Growth
CAKE
-27.9%
SHOO
-31.7%

Financial Health

Debt/Equity
CAKE
4.88
SHOO
0.54
Current Ratio
CAKE
0.58
SHOO
1.9
Quick Ratio
CAKE
0.45
SHOO
1.02

Dividends

Dividend Yield
CAKE
2.1%
SHOO
2.11%
Payout Ratio
CAKE
35.29%
SHOO
133.33%

AI Verdict

CAKE BEARISH

CAKE shows bearish fundamentals based on deterministic rules. Financial strength is stable (F-Score 5/9). Concerns include weak profitability or high valuation.

Strengths
Strong ROE of 33.7%
Risks
Premium vs Graham Number ($24.6)
Low profit margin of 4.0%
High debt burden with D/E of 4.88
SHOO BEARISH

SHOO exhibits a concerning divergence between aggressive revenue growth and collapsing profitability, evidenced by a Piotroski F-Score of 4/9 (Stable/Weak) and a massive valuation gap. The stock is trading at $39.80, significantly exceeding both its Graham Number ($13.0) and Intrinsic Value ($4.41). While top-line growth is strong at 29.4%, the YoY earnings decline of 31.7% and an unsustainable dividend payout ratio of 133.33% signal fundamental instability. Combined with bearish insider sentiment and a high trailing P/E of 63.17, the current price appears speculative and unsupported by deterministic health metrics.

Strengths
Strong YoY revenue growth of 29.40%
Healthy gross margins at 42.63%
Solid liquidity with a current ratio of 1.90
Risks
Severe earnings contraction (-31.7% YoY)
Unsustainable dividend payout ratio (133.33%)
Extreme overvaluation relative to Graham and Intrinsic values

Compare Another Pair

CAKE vs SHOO: Head-to-Head Comparison

This page compares The Cheesecake Factory Incorporated (CAKE) and Steven Madden, Ltd. (SHOO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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