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Side-by-side financial comparison of CHEESECAKE FACTORY INC (CAKE) and JOYY Inc. (JOYY). Click either name above to swap in a different company.

JOYY Inc. is the larger business by last-quarter revenue ($1.5B vs $961.6M, roughly 1.6× CHEESECAKE FACTORY INC). JOYY Inc. runs the higher net margin — 10.4% vs 3.0%, a 7.4% gap on every dollar of revenue. Over the past eight quarters, JOYY Inc.'s revenue compounded faster (16.8% CAGR vs 7.6%).

The Cheesecake Factory Incorporated is an American restaurant company and distributor of cheesecakes based in the United States. It operates 370 full-service restaurants: 218 under the Cheesecake Factory brand, 47 under the North Italia brand, and 105 under other brands. The Cheesecake Factory also operates two bakery production facilities—in Calabasas, California, and Rocky Mount, North Carolina.

JOYY Inc. is a global social media technology firm operating digital entertainment platforms including live streaming, short video and social services like Bigo Live and Likee. It serves users across Southeast Asia, Middle East, Latin America and other emerging markets, delivering interactive immersive digital content experiences for user groups.

CAKE vs JOYY — Head-to-Head

Bigger by revenue
JOYY
JOYY
1.6× larger
JOYY
$1.5B
$961.6M
CAKE
Higher net margin
JOYY
JOYY
7.4% more per $
JOYY
10.4%
3.0%
CAKE
Faster 2-yr revenue CAGR
JOYY
JOYY
Annualised
JOYY
16.8%
7.6%
CAKE

Income Statement — Q1 FY2026 vs Q3 FY2025

Metric
CAKE
CAKE
JOYY
JOYY
Revenue
$961.6M
$1.5B
Net Profit
$28.8M
$160.1M
Gross Margin
36.1%
Operating Margin
3.5%
2.4%
Net Margin
3.0%
10.4%
Revenue YoY
-73.2%
Net Profit YoY
-30.1%
EPS (diluted)
$0.60

Green = leading value per metric. Periods may differ when fiscal calendars don't align.

8-Quarter Revenue & Profit Trend

Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.

Revenue
CAKE
CAKE
JOYY
JOYY
Q1 26
$961.6M
Q3 25
$907.2M
$1.5B
Q2 25
$927.2M
$1.0B
Q1 25
$494.4M
Q4 24
$865.5M
Q3 24
$904.0M
$1.7B
Q2 24
$891.2M
$1.1B
Q1 24
$877.0M
$564.6M
Net Profit
CAKE
CAKE
JOYY
JOYY
Q1 26
$28.8M
Q3 25
$31.9M
$160.1M
Q2 25
$32.9M
$100.9M
Q1 25
$42.9M
Q4 24
$30.0M
Q3 24
$52.4M
$143.9M
Q2 24
$33.2M
$87.9M
Q1 24
$12.7M
$40.2M
Gross Margin
CAKE
CAKE
JOYY
JOYY
Q1 26
Q3 25
36.1%
Q2 25
36.3%
Q1 25
36.1%
Q4 24
Q3 24
35.7%
Q2 24
34.9%
Q1 24
34.6%
Operating Margin
CAKE
CAKE
JOYY
JOYY
Q1 26
3.5%
Q3 25
4.1%
2.4%
Q2 25
5.6%
1.8%
Q1 25
2.5%
Q4 24
3.9%
Q3 24
6.5%
1.3%
Q2 24
4.4%
0.5%
Q1 24
0.9%
0.6%
Net Margin
CAKE
CAKE
JOYY
JOYY
Q1 26
3.0%
Q3 25
3.5%
10.4%
Q2 25
3.6%
10.1%
Q1 25
8.7%
Q4 24
3.5%
Q3 24
5.8%
8.5%
Q2 24
3.7%
7.8%
Q1 24
1.4%
7.1%
EPS (diluted)
CAKE
CAKE
JOYY
JOYY
Q1 26
$0.60
Q3 25
$0.66
Q2 25
$0.67
Q1 25
Q4 24
$0.61
Q3 24
$1.08
Q2 24
$0.68
Q1 24
$0.27

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
CAKE
CAKE
JOYY
JOYY
Cash + ST InvestmentsLiquidity on hand
$215.7M
$383.8M
Total DebtLower is stronger
Stockholders' EquityBook value
$6.6B
Total Assets
$7.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CAKE
CAKE
JOYY
JOYY
Q1 26
$215.7M
Q3 25
$190.0M
$383.8M
Q2 25
$135.4M
$401.0M
Q1 25
$801.5M
Q4 24
$52.2M
Q3 24
$40.7M
$481.8M
Q2 24
$60.2M
$607.1M
Q1 24
$56.3M
$728.2M
Stockholders' Equity
CAKE
CAKE
JOYY
JOYY
Q1 26
Q3 25
$425.3M
$6.6B
Q2 25
$339.4M
$6.6B
Q1 25
$6.6B
Q4 24
$396.4M
Q3 24
$374.0M
$5.3B
Q2 24
$332.4M
$5.3B
Q1 24
$318.1M
$5.3B
Total Assets
CAKE
CAKE
JOYY
JOYY
Q1 26
Q3 25
$3.2B
$7.5B
Q2 25
$3.1B
$7.5B
Q1 25
$7.6B
Q4 24
$2.9B
Q3 24
$2.9B
$8.1B
Q2 24
$2.8B
$8.1B
Q1 24
$2.8B
$8.6B

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

CAKE
CAKE

Segment breakdown not available.

JOYY
JOYY

Live streaming$1.1B74%
Advertising$297.3M19%
Others$109.8M7%

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