SHAK:NYE-Shake Shack Inc. Class A (USD)

EQUITY | Restaurants | New York Stock Exchange

Last Closing

USD 104.28

Change

+1.90 (+1.86)%

Market Cap

USD 1.35B

Volume

0.91M

Analyst Target

USD 56.08
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Shake Shack Inc is a roadside burger stand. The Company along with its subsidiaries operates and licenses restaurants in the food service industry, serving hamburgers, hot dogs, crinkle-cut fries, shakes, frozen custard, beer and wine.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Restaurants

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QSR Restaurant Brands Internationa..

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DRI Darden Restaurants Inc

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DPZ Domino’s Pizza Inc

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YUMC Yum China Holdings Inc

+0.61 (+1.56%)

USD 14.50B
CAVA CAVA Group Inc.

+6.57 (+10.50%)

USD 7.37B
BROS Dutch Bros Inc

-0.30 (-1.04%)

USD 5.09B
SG Sweetgreen Inc

+1.76 (+7.73%)

USD 2.33B

ETFs Containing SHAK

RJMG First Trust Exchange-Trad.. 3.78 % 0.00 %

+0.28 (+1.33%)

USD 5.40M
FRTY Alger Mid Cap 40 ETF 3.49 % 0.00 %

+0.25 (+1.33%)

USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Restaurants) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 40.69% 89% A- 98% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 40.69% 89% A- 98% N/A
Trailing 12 Months  
Capital Gain 93.83% 94% A 97% N/A
Dividend Return N/A N/A N/A N/A N/A
Total Return 93.83% 94% A 97% N/A
Trailing 5 Years  
Capital Gain 76.30% 80% B- 80% B-
Dividend Return N/A N/A N/A N/A N/A
Total Return 76.30% 80% B- 77% C+
Average Annual (5 Year Horizon)  
Capital Gain 12.41% 59% D- 78% C+
Dividend Return 12.41% 53% F 74% C
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 57.15% 29% F 16% F
Risk Adjusted Return 21.71% 41% F 47% F
Market Capitalization 1.35B 53% F 75% C

Key Financial Ratios

  Ratio vs. Industry/Classification (Restaurants) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 73.10 17% 3%
Price/Book Ratio 9.23 21% 8%
Price / Cash Flow Ratio 23.05 42% 14%
Price/Free Cash Flow Ratio 40.92 11% 4%
Management Effectiveness  
Return on Equity 4.63% 36% 38%
Return on Invested Capital 4.77% 20% 43%
Return on Assets 0.49% 16% 26%
Debt to Equity Ratio 55.44% 21% 58%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Revenue Growth

This stock has shown top quartile revenue growth in the previous 5 years compared to its sector.

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor return on assets

The company management has delivered below median return on assets in the most recent 4 quarters compared to its peers.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Poor return on equity

The company management has delivered below median return on equity in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

High volatility

The total returns for this company are volatile and above median for its sector over the past 5 years. Make sure you have the risk tolerance for investing in such stock.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.