CHEESECAKE FACTORY INC CAKE S

August 15, 2016 - 9:26am EST by

member

						2016	2017
Price:		51.11		EPS		2.75	2.97
Shares Out. (in M):		48		P/E		18.6	17.2
Market Cap (in $M):		2,458		P/FCF		21	20
Net Debt (in $M):		-80		EBIT		184	0
TEV (in $M):		2,379		TEV/EBIT		13	0
Borrow Cost:		General Collateral

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6	member 5/05/17 12:31PM Q1 2017 Update
ROCK cut its 2017 adjusted EPS guidance from $1.75-1.85 to $1.57-1.70/share. ROCK's Q2 2017 adjusted EPS guidance is for $0.37-0.42 came in far below Q2 consensus of $0.52. Q1 Renewables adjusted operating margins of 8.5%... login to read the rest 1 view available tags
5	member 2/17/17 11:32AM Q4 2016 Update
ROCK just printed a weak Q4 with another low-quality earnings beat by driven by $0.54/share in “non-recurring” adjustments ($0.62/share of add-backs in total for 2016). With a disappointing Q1 and FY 2017 outlook, management is... login to read the rest 1 view available tags
4	member 11/05/16 2:08PM Re: Re: Re: multiple / valuation 3
I hear ya. My view is the following: purchasing a business with peak margins that is fundmentally declining at 15x isn't cheap. view available tags
2	member 11/03/16 5:46PM Re: multiple / valuation 1
Siren81--thanks for the question. I think a lot of investors are mislead by LTM FCF multiple. Anyone can pull ROCK up on a screen, take a look at its headline multiple and deem it cheap. This... login to read the rest view available tags

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