SHAKE SHACK INC - CLASS A (SHAK) Stock Fundamental Analysis

NYSE:SHAK • US8190471016

93.18 USD
-1 (-1.06%)
At close: Feb 19, 2026
93.4 USD
+0.22 (+0.24%)
After Hours: 2/19/2026, 6:40:00 PM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

Taking everything into account, SHAK scores 4 out of 10 in our fundamental rating. SHAK was compared to 126 industry peers in the Hotels, Restaurants & Leisure industry. The financial health of SHAK is average, but there are quite some concerns on its profitability. SHAK shows excellent growth, but is valued quite expensive already.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • SHAK had positive earnings in the past year.
  • SHAK had a positive operating cash flow in the past year.
  • In multiple years SHAK reported negative net income over the last 5 years.
  • Each year in the past 5 years SHAK had a positive operating cash flow.
SHAK Yearly Net Income VS EBIT VS OCF VS FCFSHAK Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 50M -50M 100M 150M

1.2 Ratios

  • SHAK's Return On Assets of 2.33% is in line compared to the rest of the industry. SHAK outperforms 50.00% of its industry peers.
  • SHAK has a better Return On Equity (8.37%) than 65.08% of its industry peers.
  • SHAK has a worse Return On Invested Capital (2.80%) than 67.46% of its industry peers.
Industry RankSector Rank
ROA 2.33%
ROE 8.37%
ROIC 2.8%
ROA(3y)0.08%
ROA(5y)-0.81%
ROE(3y)0.21%
ROE(5y)-2.37%
ROIC(3y)N/A
ROIC(5y)N/A
SHAK Yearly ROA, ROE, ROICSHAK Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 5 -5 -10

1.3 Margins

  • Looking at the Profit Margin, with a value of 3.10%, SHAK is in line with its industry, outperforming 50.79% of the companies in the same industry.
  • SHAK's Profit Margin has declined in the last couple of years.
  • SHAK has a Operating Margin of 4.31%. This is in the lower half of the industry: SHAK underperforms 65.87% of its industry peers.
  • In the last couple of years the Operating Margin of SHAK has declined.
  • SHAK's Gross Margin of 47.53% is in line compared to the rest of the industry. SHAK outperforms 51.59% of its industry peers.
  • SHAK's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 4.31%
PM (TTM) 3.1%
GM 47.53%
OM growth 3YN/A
OM growth 5Y-7.31%
PM growth 3YN/A
PM growth 5Y-24.54%
GM growth 3Y3.42%
GM growth 5Y0.55%
SHAK Yearly Profit, Operating, Gross MarginsSHAK Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 10 20 30 40

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • SHAK has a Return on Invested Capital (ROIC), which is below the Cost of Capital (WACC), which means it is destroying value.
  • SHAK has more shares outstanding than it did 1 year ago.
  • Compared to 5 years ago, SHAK has more shares outstanding
  • The debt/assets ratio for SHAK has been reduced compared to a year ago.
SHAK Yearly Shares OutstandingSHAK Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 10M 20M 30M 40M
SHAK Yearly Total Debt VS Total AssetsSHAK Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 500M 1B 1.5B

2.2 Solvency

  • An Altman-Z score of 2.86 indicates that SHAK is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • SHAK's Altman-Z score of 2.86 is fine compared to the rest of the industry. SHAK outperforms 73.02% of its industry peers.
  • SHAK has a debt to FCF ratio of 4.18. This is a neutral value as SHAK would need 4.18 years to pay back of all of its debts.
  • SHAK's Debt to FCF ratio of 4.18 is fine compared to the rest of the industry. SHAK outperforms 76.98% of its industry peers.
  • A Debt/Equity ratio of 0.51 indicates that SHAK is somewhat dependend on debt financing.
  • The Debt to Equity ratio of SHAK (0.51) is better than 63.49% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.51
Debt/FCF 4.18
Altman-Z 2.86
ROIC/WACC0.34
WACC8.21%
SHAK Yearly LT Debt VS Equity VS FCFSHAK Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 0 100M 200M 300M 400M

2.3 Liquidity

  • SHAK has a Current Ratio of 1.84. This is a normal value and indicates that SHAK is financially healthy and should not expect problems in meeting its short term obligations.
  • With a decent Current ratio value of 1.84, SHAK is doing good in the industry, outperforming 79.37% of the companies in the same industry.
  • A Quick Ratio of 1.81 indicates that SHAK should not have too much problems paying its short term obligations.
  • With an excellent Quick ratio value of 1.81, SHAK belongs to the best of the industry, outperforming 80.95% of the companies in the same industry.
Industry RankSector Rank
Current Ratio 1.84
Quick Ratio 1.81
SHAK Yearly Current Assets VS Current LiabilitesSHAK Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 100M 200M 300M 400M

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

7

3. Growth

3.1 Past

  • The Earnings Per Share has grown by an impressive 79.10% over the past year.
  • SHAK shows a small growth in Earnings Per Share. Measured over the last years, the EPS has been growing by 4.80% yearly.
  • Looking at the last year, SHAK shows a quite strong growth in Revenue. The Revenue has grown by 13.49% in the last year.
  • The Revenue has been growing by 16.07% on average over the past years. This is quite good.
EPS 1Y (TTM)79.1%
EPS 3YN/A
EPS 5Y4.8%
EPS Q2Q%44%
Revenue 1Y (TTM)13.49%
Revenue growth 3Y19.18%
Revenue growth 5Y16.07%
Sales Q2Q%15.93%

3.2 Future

  • The Earnings Per Share is expected to grow by 22.49% on average over the next years. This is a very strong growth
  • Based on estimates for the next years, SHAK will show a quite strong growth in Revenue. The Revenue will grow by 14.47% on average per year.
EPS Next Y44.52%
EPS Next 2Y24.58%
EPS Next 3Y25.29%
EPS Next 5Y22.49%
Revenue Next Year15.49%
Revenue Next 2Y14.59%
Revenue Next 3Y14.67%
Revenue Next 5Y14.47%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is accelerating.
  • The Revenue growth rate is stable: in the next years the growth will be about the same than in the last years.
SHAK Yearly Revenue VS EstimatesSHAK Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 2031 2032 1B 2B 3B
SHAK Yearly EPS VS EstimatesSHAK Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2029 2030 0 1 2 3

More info and screens

Find the best growth stocksShow best growing peers

1

4. Valuation

4.1 Price/Earnings Ratio

  • The Price/Earnings ratio is 77.65, which means the current valuation is very expensive for SHAK.
  • Compared to the rest of the industry, the Price/Earnings ratio of SHAK indicates a slightly more expensive valuation: SHAK is more expensive than 61.90% of the companies listed in the same industry.
  • When comparing the Price/Earnings ratio of SHAK to the average of the S&P500 Index (27.09), we can say SHAK is valued expensively.
  • With a Price/Forward Earnings ratio of 65.98, SHAK can be considered very expensive at the moment.
  • SHAK's Price/Forward Earnings ratio is a bit more expensive when compared to the industry. SHAK is more expensive than 65.87% of the companies in the same industry.
  • The average S&P500 Price/Forward Earnings ratio is at 27.98. SHAK is valued rather expensively when compared to this.
Industry RankSector Rank
PE 77.65
Fwd PE 65.98
SHAK Price Earnings VS Forward Price EarningsSHAK Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 20 40 60

4.2 Price Multiples

  • 76.98% of the companies in the same industry are cheaper than SHAK, based on the Enterprise Value to EBITDA ratio.
  • The rest of the industry has a similar Price/Free Cash Flow ratio as SHAK.
Industry RankSector Rank
P/FCF 63.23
EV/EBITDA 23.78
SHAK Per share dataSHAK EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 10 20 30

4.3 Compensation for Growth

  • The PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a correct valuation of the company.
  • SHAK's earnings are expected to grow with 25.29% in the coming years. This may justify a more expensive valuation.
PEG (NY)1.74
PEG (5Y)16.19
EPS Next 2Y24.58%
EPS Next 3Y25.29%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

0

5. Dividend

5.1 Amount

  • SHAK does not give a dividend.
Industry RankSector Rank
Dividend Yield 0%

More info and screens

Find the best dividend stocksShow peers with best dividend

SHAKE SHACK INC - CLASS A

NYSE:SHAK (2/19/2026, 6:40:00 PM)

After market: 93.4 +0.22 (+0.24%)

93.18

-1 (-1.06%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryHotels, Restaurants & Leisure
Earnings (Last)10-30
Earnings (Next)02-26
Inst Owners105.85%
Inst Owner Change2.19%
Ins Owners4.36%
Ins Owner Change0.02%
Market Cap3.98B
Revenue(TTM)1.37B
Net Income(TTM)42.60M
Analysts75.15
Price Target113.87 (22.2%)
Short Float %13.74%
Short Ratio3.2
Dividend
Industry RankSector Rank
Dividend Yield 0%
Yearly DividendN/A
Dividend Growth(5Y)N/A
DPN/A
Div Incr Years0
Div Non Decr Years0
Ex-DateN/A
Surprises & Revisions
EPS beat(2)2
Avg EPS beat(2)14.62%
Min EPS beat(2)14.07%
Max EPS beat(2)15.17%
EPS beat(4)3
Avg EPS beat(4)4.09%
Min EPS beat(4)-16.46%
Max EPS beat(4)15.17%
EPS beat(8)6
Avg EPS beat(8)32.54%
EPS beat(12)10
Avg EPS beat(12)44.89%
EPS beat(16)14
Avg EPS beat(16)43.63%
Revenue beat(2)0
Avg Revenue beat(2)-1.21%
Min Revenue beat(2)-1.31%
Max Revenue beat(2)-1.1%
Revenue beat(4)0
Avg Revenue beat(4)-2.1%
Min Revenue beat(4)-4.11%
Max Revenue beat(4)-1.1%
Revenue beat(8)1
Avg Revenue beat(8)-1.65%
Revenue beat(12)2
Avg Revenue beat(12)-1.55%
Revenue beat(16)2
Avg Revenue beat(16)-1.69%
PT rev (1m)-1.47%
PT rev (3m)-7.63%
EPS NQ rev (1m)-6.51%
EPS NQ rev (3m)-10.16%
EPS NY rev (1m)-2.64%
EPS NY rev (3m)-3.1%
Revenue NQ rev (1m)-1.48%
Revenue NQ rev (3m)-2.1%
Revenue NY rev (1m)-0.34%
Revenue NY rev (3m)-0.54%
Valuation
Industry RankSector Rank
PE 77.65
Fwd PE 65.98
P/S 2.9
P/FCF 63.23
P/OCF 19.47
P/B 7.81
P/tB 7.81
EV/EBITDA 23.78
EPS(TTM)1.2
EY1.29%
EPS(NY)1.41
Fwd EY1.52%
FCF(TTM)1.47
FCFY1.58%
OCF(TTM)4.79
OCFY5.14%
SpS32.17
BVpS11.92
TBVpS11.92
PEG (NY)1.74
PEG (5Y)16.19
Graham Number17.94
Profitability
Industry RankSector Rank
ROA 2.33%
ROE 8.37%
ROCE 3.69%
ROIC 2.8%
ROICexc 3.61%
ROICexgc 3.61%
OM 4.31%
PM (TTM) 3.1%
GM 47.53%
FCFM 4.58%
ROA(3y)0.08%
ROA(5y)-0.81%
ROE(3y)0.21%
ROE(5y)-2.37%
ROIC(3y)N/A
ROIC(5y)N/A
ROICexc(3y)N/A
ROICexc(5y)N/A
ROICexgc(3y)N/A
ROICexgc(5y)N/A
ROCE(3y)N/A
ROCE(5y)N/A
ROICexgc growth 3YN/A
ROICexgc growth 5Y-0.73%
ROICexc growth 3YN/A
ROICexc growth 5Y-0.73%
OM growth 3YN/A
OM growth 5Y-7.31%
PM growth 3YN/A
PM growth 5Y-24.54%
GM growth 3Y3.42%
GM growth 5Y0.55%
F-Score7
Asset Turnover0.75
Health
Industry RankSector Rank
Debt/Equity 0.51
Debt/FCF 4.18
Debt/EBITDA 1.56
Cap/Depr 133.42%
Cap/Sales 10.29%
Interest Coverage 75.14
Cash Conversion 123.74%
Profit Quality 147.66%
Current Ratio 1.84
Quick Ratio 1.81
Altman-Z 2.86
F-Score7
WACC8.21%
ROIC/WACC0.34
Cap/Depr(3y)162.75%
Cap/Depr(5y)160.36%
Cap/Sales(3y)13.36%
Cap/Sales(5y)13.4%
Profit Quality(3y)N/A
Profit Quality(5y)N/A
High Growth Momentum
Growth
EPS 1Y (TTM)79.1%
EPS 3YN/A
EPS 5Y4.8%
EPS Q2Q%44%
EPS Next Y44.52%
EPS Next 2Y24.58%
EPS Next 3Y25.29%
EPS Next 5Y22.49%
Revenue 1Y (TTM)13.49%
Revenue growth 3Y19.18%
Revenue growth 5Y16.07%
Sales Q2Q%15.93%
Revenue Next Year15.49%
Revenue Next 2Y14.59%
Revenue Next 3Y14.67%
Revenue Next 5Y14.47%
EBIT growth 1Y156%
EBIT growth 3YN/A
EBIT growth 5Y7.58%
EBIT Next Year601.27%
EBIT Next 3Y112.26%
EBIT Next 5Y65.29%
FCF growth 1Y231.63%
FCF growth 3YN/A
FCF growth 5YN/A
OCF growth 1Y80.8%
OCF growth 3Y43.11%
OCF growth 5Y13.75%

SHAKE SHACK INC - CLASS A / SHAK FAQ

What is the ChartMill fundamental rating of SHAKE SHACK INC - CLASS A (SHAK) stock?

ChartMill assigns a fundamental rating of 4 / 10 to SHAK.


What is the valuation status of SHAKE SHACK INC - CLASS A (SHAK) stock?

ChartMill assigns a valuation rating of 1 / 10 to SHAKE SHACK INC - CLASS A (SHAK). This can be considered as Overvalued.


What is the profitability of SHAK stock?

SHAKE SHACK INC - CLASS A (SHAK) has a profitability rating of 3 / 10.


Can you provide the financial health for SHAK stock?

The financial health rating of SHAKE SHACK INC - CLASS A (SHAK) is 5 / 10.


What is the expected EPS growth for SHAKE SHACK INC - CLASS A (SHAK) stock?

The Earnings per Share (EPS) of SHAKE SHACK INC - CLASS A (SHAK) is expected to grow by 44.52% in the next year.