Arcos Dorados Holdings vs Cheesecake Factory
Arcos Dorados Holdings is the larger business, with $4.68bn of revenue in fiscal 2025 against $3.75bn for Cheesecake Factory (1.2 times as much). Cheesecake Factory grew faster (4.7% against 4.7%). Arcos Dorados Holdings kept more of each dollar of sales as profit: a net margin of 4.5% against 4.0%. Cheesecake Factory carries less debt relative to equity (144.4% against 149.1%).
| Latest fiscal year | Arcos Dorados HoldingsARCO, 2025 | Cheesecake FactoryCAKE, 2025 |
|---|---|---|
| Revenue | $4.68bn | $3.75bn |
| Revenue growth | 4.7% | 4.7% |
| Net income | $212m | $148m |
| Operating margin | 7.8% | 5.0% |
| Net margin | 4.5% | 4.0% |
| Return on equity | 33.2% | 33.7% |
| Free cash flow | $15.0m | $155m |
| Cash | $373m | $216m |
| Total debt | $1.15bn | $630m |
| Debt to equity | 149.1% | 144.4% |
| Dividend per share | — | $1.08 |
| Dividend yield | 3.5% | 1.0% |
| Share buybacks | — | $154m |
| Employees | — | — |
| Market value | $1.42bn | $5.44bn |
| Price vs our value range | — | Above our value range |
| Moat score | — | 51 (Moderate) |
| Insider trades, 12 months | 0 buys, 4 sales | 0 buys, 22 sales |