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

NYSE:SHAK • US8190471016

92.13 USD
+2.74 (+3.07%)
At close: Feb 25, 2026
93 USD
+0.87 (+0.94%)
Pre-Market: 2/26/2026, 7:02:21 AM
Overview Stock Chart Technical Analysis Fundamental Analysis Analyst Ratings Earnings Estimates Financials Ownership News
Fundamental Rating

4

SHAK gets a fundamental rating of 4 out of 10. The analysis compared the fundamentals against 126 industry peers in the Hotels, Restaurants & Leisure industry. While SHAK seems to be doing ok healthwise, there are quite some concerns on its profitability. SHAK is valued quite expensive, but it does show an excellent growth.


Dividend Valuation Growth Profitability Health

3

1. Profitability

1.1 Basic Checks

  • In the past year SHAK was profitable.
  • In the past year SHAK had a positive cash flow from operations.
  • In multiple years SHAK reported negative net income over the last 5 years.
  • In the past 5 years SHAK always reported a positive cash flow from operatings.
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 has a Return On Assets of 2.33%. This is comparable to the rest of the industry: SHAK outperforms 50.00% of its industry peers.
  • Looking at the Return On Equity, with a value of 8.37%, SHAK is in the better half of the industry, outperforming 63.49% of the companies in the same industry.
  • With a Return On Invested Capital value of 2.80%, SHAK is not doing good in the industry: 66.67% of the companies in the same industry are doing better.
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

  • The Profit Margin of SHAK (3.10%) is comparable to the rest of the industry.
  • SHAK's Profit Margin has declined in the last couple of years.
  • SHAK's Operating Margin of 4.31% is on the low side compared to the rest of the industry. SHAK is outperformed by 66.67% of its industry peers.
  • In the last couple of years the Operating Margin of SHAK has declined.
  • SHAK has a Gross Margin (47.53%) which is comparable to the rest of the industry.
  • 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

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ROAROEROICOperating and Profit MarginShow most profitable peers

5

2. Health

2.1 Basic Checks

  • The Return on Invested Capital (ROIC) is below the Cost of Capital (WACC), so SHAK is destroying value.
  • The number of shares outstanding for SHAK has been increased compared to 1 year ago.
  • SHAK has more shares outstanding than it did 5 years ago.
  • 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 2.82 indicates that SHAK is not a great score, but indicates only limited risk for bankruptcy at the moment.
  • The Altman-Z score of SHAK (2.82) is better than 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.
  • With a decent Debt to FCF ratio value of 4.18, SHAK is doing good in the industry, outperforming 76.98% of the companies in the same industry.
  • SHAK has a Debt/Equity ratio of 0.51. This is a neutral value indicating 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 2.82
ROIC/WACC0.34
WACC8.16%
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

  • A Current Ratio of 1.84 indicates that SHAK should not have too much problems paying its short term obligations.
  • SHAK has a better Current ratio (1.84) than 80.16% of its industry peers.
  • SHAK has a Quick Ratio of 1.81. This is a normal value and indicates that SHAK is financially healthy and should not expect problems in meeting its short term obligations.
  • With an excellent Quick ratio value of 1.81, SHAK belongs to the best of the industry, outperforming 81.75% 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

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

7

3. Growth

3.1 Past

  • SHAK shows a strong growth in Earnings Per Share. In the last year, the EPS has been growing by 79.10%, which is quite impressive.
  • The Earnings Per Share has been growing slightly by 4.80% on average over the past years.
  • 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

  • Based on estimates for the next years, SHAK will show a very strong growth in Earnings Per Share. The EPS will grow by 22.49% on average per year.
  • The Revenue is expected to grow by 14.47% on average over the next years. This is quite good.
EPS Next Y44.52%
EPS Next 2Y24.58%
EPS Next 3Y25.29%
EPS Next 5Y22.49%
Revenue Next Year15.49%
Revenue Next 2Y14.55%
Revenue Next 3Y14.67%
Revenue Next 5Y14.47%

3.3 Evolution

  • The EPS growth rate is accelerating: in the next years the growth will be better than in the last years.
  • 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

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Find the best growth stocksShow best growing peers

1

4. Valuation

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 76.78, the valuation of SHAK can be described as expensive.
  • SHAK's Price/Earnings ratio is a bit more expensive when compared to the industry. SHAK is more expensive than 62.70% of the companies in the same industry.
  • Compared to an average S&P500 Price/Earnings ratio of 27.05, SHAK is valued quite expensively.
  • The Price/Forward Earnings ratio is 65.23, which means the current valuation is very expensive for SHAK.
  • 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.
  • SHAK's Price/Forward Earnings ratio indicates a rather expensive valuation when compared to the S&P500 average which is at 28.03.
Industry RankSector Rank
PE 76.78
Fwd PE 65.23
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

  • Based on the Enterprise Value to EBITDA ratio, SHAK is valued a bit more expensive than the industry average as 74.60% of the companies are valued more cheaply.
  • SHAK's Price/Free Cash Flow ratio is in line with the industry average.
Industry RankSector Rank
P/FCF 62.52
EV/EBITDA 23.25
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.
  • A more expensive valuation may be justified as SHAK's earnings are expected to grow with 25.29% in the coming years.
PEG (NY)1.72
PEG (5Y)16.01
EPS Next 2Y24.58%
EPS Next 3Y25.29%

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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 (2/25/2026, 8:04:00 PM)

Premarket: 93 +0.87 (+0.94%)

92.13

+2.74 (+3.07%)

Chartmill FA Rating
GICS IndustryGroupConsumer Services
GICS IndustryHotels, Restaurants & Leisure
Earnings (Last)10-30
Earnings (Next)02-26
Inst Owners105.85%
Inst Owner Change4.2%
Ins Owners4.36%
Ins Owner Change0.02%
Market Cap3.93B
Revenue(TTM)1.37B
Net Income(TTM)42.60M
Analysts75.15
Price Target113.87 (23.6%)
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)1.25%
PT rev (3m)-2.38%
EPS NQ rev (1m)-2.68%
EPS NQ rev (3m)-10.27%
EPS NY rev (1m)-1.13%
EPS NY rev (3m)-3.1%
Revenue NQ rev (1m)-0.38%
Revenue NQ rev (3m)-2.1%
Revenue NY rev (1m)-0.07%
Revenue NY rev (3m)-0.54%
Valuation
Industry RankSector Rank
PE 76.78
Fwd PE 65.23
P/S 2.86
P/FCF 62.52
P/OCF 19.25
P/B 7.73
P/tB 7.73
EV/EBITDA 23.25
EPS(TTM)1.2
EY1.3%
EPS(NY)1.41
Fwd EY1.53%
FCF(TTM)1.47
FCFY1.6%
OCF(TTM)4.79
OCFY5.19%
SpS32.17
BVpS11.92
TBVpS11.92
PEG (NY)1.72
PEG (5Y)16.01
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 2.82
F-Score7
WACC8.16%
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 2Y14.55%
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.