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

CHEESECAKE FACTORY INC is the larger business by last-quarter revenue ($961.6M vs $853.2M, roughly 1.1× UNIVERSAL CORP). UNIVERSAL CORP runs the higher net margin — 3.9% vs 3.0%, a 0.9% gap on every dollar of revenue. On growth, UNIVERSAL CORP posted the faster year-over-year revenue change (-8.1% vs -73.2%). Over the past eight quarters, CHEESECAKE FACTORY INC's revenue compounded faster (7.6% CAGR vs 6.2%).

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.

Universal Technical Institute, Inc. (UTI) is a private for-profit system of technical colleges in the United States. It was established in 1965 by Robert Sweet.

CAKE vs UVV — Head-to-Head

Bigger by revenue
CAKE
CAKE
1.1× larger
CAKE
$961.6M
$853.2M
UVV
Growing faster (revenue YoY)
UVV
UVV
+65.1% gap
UVV
-8.1%
-73.2%
CAKE
Higher net margin
UVV
UVV
0.9% more per $
UVV
3.9%
3.0%
CAKE
Faster 2-yr revenue CAGR
CAKE
CAKE
Annualised
CAKE
7.6%
6.2%
UVV

Income Statement — Q1 FY2026 vs Q3 FY2026

Metric
CAKE
CAKE
UVV
UVV
Revenue
$961.6M
$853.2M
Net Profit
$28.8M
$33.2M
Gross Margin
17.8%
Operating Margin
3.5%
9.6%
Net Margin
3.0%
3.9%
Revenue YoY
-73.2%
-8.1%
Net Profit YoY
-30.1%
-44.2%
EPS (diluted)
$0.60
$1.32

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
UVV
UVV
Q1 26
$961.6M
Q4 25
$853.2M
Q3 25
$907.2M
$749.4M
Q2 25
$927.2M
$592.6M
Q1 25
$690.2M
Q4 24
$865.5M
$928.0M
Q3 24
$904.0M
$708.4M
Q2 24
$891.2M
$596.4M
Net Profit
CAKE
CAKE
UVV
UVV
Q1 26
$28.8M
Q4 25
$33.2M
Q3 25
$31.9M
$34.2M
Q2 25
$32.9M
$8.5M
Q1 25
$9.3M
Q4 24
$30.0M
$59.6M
Q3 24
$52.4M
$25.9M
Q2 24
$33.2M
$130.0K
Gross Margin
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
17.8%
Q3 25
18.0%
Q2 25
19.1%
Q1 25
15.1%
Q4 24
19.9%
Q3 24
19.9%
Q2 24
16.0%
Operating Margin
CAKE
CAKE
UVV
UVV
Q1 26
3.5%
Q4 25
9.6%
Q3 25
4.1%
9.0%
Q2 25
5.6%
5.7%
Q1 25
6.2%
Q4 24
3.9%
11.2%
Q3 24
6.5%
9.7%
Q2 24
4.4%
2.9%
Net Margin
CAKE
CAKE
UVV
UVV
Q1 26
3.0%
Q4 25
3.9%
Q3 25
3.5%
4.6%
Q2 25
3.6%
1.4%
Q1 25
1.4%
Q4 24
3.5%
6.4%
Q3 24
5.8%
3.7%
Q2 24
3.7%
0.0%
EPS (diluted)
CAKE
CAKE
UVV
UVV
Q1 26
$0.60
Q4 25
$1.32
Q3 25
$0.66
$1.36
Q2 25
$0.67
$0.34
Q1 25
$0.37
Q4 24
$0.61
$2.37
Q3 24
$1.08
$1.03
Q2 24
$0.68
$0.01

Balance Sheet & Financial Strength

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

Metric
CAKE
CAKE
UVV
UVV
Cash + ST InvestmentsLiquidity on hand
$215.7M
$85.2M
Total DebtLower is stronger
Stockholders' EquityBook value
$1.5B
Total Assets
$3.0B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
CAKE
CAKE
UVV
UVV
Q1 26
$215.7M
Q4 25
$85.2M
Q3 25
$190.0M
$88.7M
Q2 25
$135.4M
$178.4M
Q1 25
$260.1M
Q4 24
$52.2M
$215.1M
Q3 24
$40.7M
$80.1M
Q2 24
$60.2M
$101.7M
Stockholders' Equity
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
$1.5B
Q3 25
$425.3M
$1.5B
Q2 25
$339.4M
$1.5B
Q1 25
$1.5B
Q4 24
$396.4M
$1.5B
Q3 24
$374.0M
$1.4B
Q2 24
$332.4M
$1.4B
Total Assets
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
$3.0B
Q3 25
$3.2B
$3.1B
Q2 25
$3.1B
$3.2B
Q1 25
$3.0B
Q4 24
$2.9B
$3.0B
Q3 24
$2.9B
$3.0B
Q2 24
$2.8B
$3.0B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
CAKE
CAKE
UVV
UVV
Operating Cash FlowLast quarter
$114.3M
Free Cash FlowOCF − Capex
$95.1M
FCF MarginFCF / Revenue
11.1%
Capex IntensityCapex / Revenue
2.3%
Cash ConversionOCF / Net Profit
3.44×
TTM Free Cash FlowTrailing 4 quarters
$52.7M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
$114.3M
Q3 25
$147.5M
$32.7M
Q2 25
$78.9M
$-205.1M
Q1 25
$158.7M
Q4 24
$79.9M
$215.6M
Q3 24
$27.7M
$15.0M
Q2 24
$66.7M
$-62.4M
Free Cash Flow
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
$95.1M
Q3 25
$69.2M
$23.7M
Q2 25
$36.1M
$-217.2M
Q1 25
$151.0M
Q4 24
$25.7M
$199.6M
Q3 24
$-1.5M
$-1.0M
Q2 24
$29.6M
$-85.2M
FCF Margin
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
11.1%
Q3 25
7.6%
3.2%
Q2 25
3.9%
-36.6%
Q1 25
21.9%
Q4 24
3.0%
21.5%
Q3 24
-0.2%
-0.1%
Q2 24
3.3%
-14.3%
Capex Intensity
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
2.3%
Q3 25
8.6%
1.2%
Q2 25
4.6%
2.0%
Q1 25
1.1%
Q4 24
6.3%
1.7%
Q3 24
3.2%
2.3%
Q2 24
4.2%
3.8%
Cash Conversion
CAKE
CAKE
UVV
UVV
Q1 26
Q4 25
3.44×
Q3 25
4.62×
0.96×
Q2 25
2.40×
-24.14×
Q1 25
17.00×
Q4 24
2.66×
3.62×
Q3 24
0.53×
0.58×
Q2 24
2.01×
-480.34×

Financial Flow Comparison

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

Revenue Breakdown by Segment

CAKE
CAKE

Segment breakdown not available.

UVV
UVV

Tobacco Operations$779.9M91%
Service Other$36.7M4%
Other$17.8M2%

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