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Side-by-side financial comparison of CHEESECAKE FACTORY INC (CAKE) and Masco (MAS). Click either name above to swap in a different company.
Masco is the larger business by last-quarter revenue ($1.9B vs $961.6M, roughly 2.0× CHEESECAKE FACTORY INC). Masco runs the higher net margin — 11.9% vs 3.0%, a 8.9% gap on every dollar of revenue. On growth, Masco posted the faster year-over-year revenue change (6.5% vs -73.2%). Over the past eight quarters, CHEESECAKE FACTORY INC's revenue compounded faster (7.6% CAGR vs -4.2%).
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.
Masco Corporation is an American manufacturer of products for the home improvement and new home construction markets. Comprising more than 20 companies, the Masco conglomerate operates nearly 60 manufacturing facilities in the United States and over 20 in other parts of the world. Since 1969 it trades on the NYSE. Under the leadership of Richard Manoogian, the company grew exponentially and subsequently joined the Fortune 500 list of largest U.S. corporations.
CAKE vs MAS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $961.6M | $1.9B |
| Net Profit | $28.8M | $228.0M |
| Gross Margin | — | 35.8% |
| Operating Margin | 3.5% | 16.5% |
| Net Margin | 3.0% | 11.9% |
| Revenue YoY | -73.2% | 6.5% |
| Net Profit YoY | -30.1% | 14.5% |
| 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.
| Q1 26 | $961.6M | $1.9B | ||
| Q4 25 | — | $1.8B | ||
| Q3 25 | $907.2M | $1.9B | ||
| Q2 25 | $927.2M | $2.1B | ||
| Q1 25 | — | $1.8B | ||
| Q4 24 | $865.5M | $1.8B | ||
| Q3 24 | $904.0M | $2.0B | ||
| Q2 24 | $891.2M | $2.1B |
| Q1 26 | $28.8M | $228.0M | ||
| Q4 25 | — | $165.0M | ||
| Q3 25 | $31.9M | $189.0M | ||
| Q2 25 | $32.9M | $270.0M | ||
| Q1 25 | — | $186.0M | ||
| Q4 24 | $30.0M | $182.0M | ||
| Q3 24 | $52.4M | $167.0M | ||
| Q2 24 | $33.2M | $258.0M |
| Q1 26 | — | 35.8% | ||
| Q4 25 | — | 33.9% | ||
| Q3 25 | — | 34.2% | ||
| Q2 25 | — | 37.6% | ||
| Q1 25 | — | 35.8% | ||
| Q4 24 | — | 34.8% | ||
| Q3 24 | — | 36.6% | ||
| Q2 24 | — | 37.5% |
| Q1 26 | 3.5% | 16.5% | ||
| Q4 25 | — | 13.8% | ||
| Q3 25 | 4.1% | 15.8% | ||
| Q2 25 | 5.6% | 20.1% | ||
| Q1 25 | — | 15.9% | ||
| Q4 24 | 3.9% | 15.9% | ||
| Q3 24 | 6.5% | 18.0% | ||
| Q2 24 | 4.4% | 19.0% |
| Q1 26 | 3.0% | 11.9% | ||
| Q4 25 | — | 9.2% | ||
| Q3 25 | 3.5% | 9.9% | ||
| Q2 25 | 3.6% | 13.2% | ||
| Q1 25 | — | 10.3% | ||
| Q4 24 | 3.5% | 10.0% | ||
| Q3 24 | 5.8% | 8.4% | ||
| Q2 24 | 3.7% | 12.3% |
| Q1 26 | $0.60 | — | ||
| Q4 25 | — | $0.81 | ||
| Q3 25 | $0.66 | $0.90 | ||
| Q2 25 | $0.67 | $1.28 | ||
| Q1 25 | — | $0.87 | ||
| Q4 24 | $0.61 | $0.85 | ||
| Q3 24 | $1.08 | $0.77 | ||
| Q2 24 | $0.68 | $1.17 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $215.7M | — |
| Total DebtLower is stronger | — | $2.9B |
| Stockholders' EquityBook value | — | $27.0M |
| Total Assets | — | $5.2B |
| Debt / EquityLower = less leverage | — | 109.07× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $215.7M | — | ||
| Q4 25 | — | $647.0M | ||
| Q3 25 | $190.0M | $559.0M | ||
| Q2 25 | $135.4M | $390.0M | ||
| Q1 25 | — | $377.0M | ||
| Q4 24 | $52.2M | $634.0M | ||
| Q3 24 | $40.7M | $646.0M | ||
| Q2 24 | $60.2M | $398.0M |
| Q1 26 | — | $2.9B | ||
| Q4 25 | — | $2.9B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $2.9B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $27.0M | ||
| Q4 25 | — | $-185.0M | ||
| Q3 25 | $425.3M | $-78.0M | ||
| Q2 25 | $339.4M | $-84.0M | ||
| Q1 25 | — | $-254.0M | ||
| Q4 24 | $396.4M | $-279.0M | ||
| Q3 24 | $374.0M | $-88.0M | ||
| Q2 24 | $332.4M | $-26.0M |
| Q1 26 | — | $5.2B | ||
| Q4 25 | — | $5.2B | ||
| Q3 25 | $3.2B | $5.3B | ||
| Q2 25 | $3.1B | $5.3B | ||
| Q1 25 | — | $5.1B | ||
| Q4 24 | $2.9B | $5.0B | ||
| Q3 24 | $2.9B | $5.3B | ||
| Q2 24 | $2.8B | $5.4B |
| Q1 26 | — | 109.07× | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
