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Side-by-side financial comparison of CHEESECAKE FACTORY INC (CAKE) and VinFast Auto Ltd. (VFS). Click either name above to swap in a different company.
CHEESECAKE FACTORY INC is the larger business by last-quarter revenue ($978.8M vs $718.6M, roughly 1.4× VinFast Auto Ltd.). CHEESECAKE FACTORY INC runs the higher net margin — 5.1% vs -2.8%, a 7.8% gap on every dollar of revenue.
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.
VinFast Auto Ltd. is a Vietnamese multinational automotive company founded by Vingroup, one of the largest private conglomerates in Vietnam that was founded by Phạm Nhật Vượng.
CAKE vs VFS — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $978.8M | $718.6M |
| Net Profit | $49.5M | $-20.0M |
| Gross Margin | — | — |
| Operating Margin | 5.6% | -96.1% |
| Net Margin | 5.1% | -2.8% |
| Revenue YoY | 5.6% | — |
| Net Profit YoY | 50.4% | — |
| EPS (diluted) | $1.02 | — |
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 | $978.8M | — | ||
| Q3 25 | $907.2M | $718.6M | ||
| Q2 25 | $927.2M | $663.0M | ||
| Q1 25 | — | $656.5M | ||
| Q4 24 | $865.5M | — | ||
| Q3 24 | $904.0M | $511.6M | ||
| Q2 24 | $891.2M | — | ||
| Q1 24 | $877.0M | $302.6M |
| Q1 26 | $49.5M | — | ||
| Q3 25 | $31.9M | $-20.0M | ||
| Q2 25 | $32.9M | $-51.8M | ||
| Q1 25 | — | $-26.1M | ||
| Q4 24 | $30.0M | — | ||
| Q3 24 | $52.4M | $-10.4M | ||
| Q2 24 | $33.2M | — | ||
| Q1 24 | $12.7M | $-618.3M |
| Q1 26 | 5.6% | — | ||
| Q3 25 | 4.1% | -96.1% | ||
| Q2 25 | 5.6% | -79.0% | ||
| Q1 25 | — | -74.0% | ||
| Q4 24 | 3.9% | — | ||
| Q3 24 | 6.5% | -65.9% | ||
| Q2 24 | 4.4% | — | ||
| Q1 24 | 0.9% | -139.4% |
| Q1 26 | 5.1% | — | ||
| Q3 25 | 3.5% | -2.8% | ||
| Q2 25 | 3.6% | -7.8% | ||
| Q1 25 | — | -4.0% | ||
| Q4 24 | 3.5% | — | ||
| Q3 24 | 5.8% | -2.0% | ||
| Q2 24 | 3.7% | — | ||
| Q1 24 | 1.4% | -204.3% |
| Q1 26 | $1.02 | — | ||
| 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 | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $235.1M | $8.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | — | — |
| Total Assets | — | $183.2M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $235.1M | — | ||
| Q3 25 | $190.0M | $8.8M | ||
| Q2 25 | $135.4M | $650.0M | ||
| Q1 25 | — | $2.4M | ||
| Q4 24 | $52.2M | — | ||
| Q3 24 | $40.7M | $1.9M | ||
| Q2 24 | $60.2M | — | ||
| Q1 24 | $56.3M | $3.0M |
| Q1 26 | — | — | ||
| Q3 25 | $425.3M | — | ||
| Q2 25 | $339.4M | $-7.2B | ||
| Q1 25 | — | — | ||
| Q4 24 | $396.4M | — | ||
| Q3 24 | $374.0M | — | ||
| Q2 24 | $332.4M | — | ||
| Q1 24 | $318.1M | — |
| Q1 26 | — | — | ||
| Q3 25 | $3.2B | $183.2M | ||
| Q2 25 | $3.1B | $7.2B | ||
| Q1 25 | — | $158.2M | ||
| Q4 24 | $2.9B | — | ||
| Q3 24 | $2.9B | $151.8M | ||
| Q2 24 | $2.8B | — | ||
| Q1 24 | $2.8B | $145.6M |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CAKE
Segment breakdown not available.
VFS
| Sales of vehicles | $662.9M | 92% |
| Sales of spare parts and components | $41.3M | 6% |
| Revenue from leasing activities | $12.3M | 2% |
| Finance income | $2.4M | 0% |
| Rendering of services | $1.2M | 0% |
