BDL vs CAKE vs MUSA Stock Comparison

Flanigans Enterprises, Cheesecake Factory and Murphy USA Prices as of Oct 27, 2026 Peers: Industry group
BDL Flanigans Enterprises Inc
$50.85 +13.3% 1M +59.7% 1Y
Market cap
$94.51M
P/E
14.2x
Revenue (TTM)
$215.29M
Div. yield
1.18%
Full-Service Restaurants Consumer Discretionary
4 wins
CAKE Cheesecake Factory Inc
$108.47 +3.8% 1M +94.0% 1Y
Market cap
$5.40B
P/E
28.3x
Revenue (TTM)
$3.88B
Div. yield
1.08%
Full-Service Restaurants Consumer Discretionary
2 wins
MUSA Murphy USA Inc.
$531.00 +3.8% 1M +34.8% 1Y
Market cap
$9.76B
P/E
15.9x
Revenue (TTM)
$21.48B
Div. yield
0.48%
Convenience Stores Consumer Staples
6 wins

Head to Head

12 decided of 12

Murphy USA leads on 6 of the 12 questions below (Murphy USA 6, Flanigans Enterprises 4, Cheesecake Factory 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionBDLCAKEMUSALeader
Larger companyMarket capitalisation $94.51M $5.40B $9.76B MUSA
Cheaper on earningsLower P/E, profitable companies only 14.2x 28.3x 15.9x BDL
Cheaper on forward earningsLower price / next fiscal year consensus EPS — 24.7x 14.9x MUSA
Faster revenue growthRevenue growth, trailing twelve months +7.1% +5.7% +10.3% MUSA
More profitableNet margin, trailing twelve months 3.1% 4.6% 2.9% CAKE
Better return on capitalReturn on invested capital 9.6% 17.1% 24.3% MUSA
Less leveragedLower net debt / EBITDA 0.2x 1.2x 1.7x BDL
Higher dividend yieldTrailing dividend yield 1.18% 1.08% 0.48% BDL
Better 1-year returnPrice return, last 12 months +59.7% +94.0% +34.8% CAKE
Better 5-year returnAnnualised price return, 5 years +11.7%/yr +21.4%/yr +26.7%/yr MUSA
Less volatileAnnualised volatility, 1 year 58.5% 39.7% 39.5% MUSA
Higher overall scoreMean of the five percentile scores vs peers 68/100 50/100 54/100 BDL

Percentile Scorecard

BDLCAKEMUSA

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisBDLCAKEMUSA
Valuation 98 #2 of 50 27 #37 of 50 54 #19 of 40
Growth 89 #6 of 47 70 #15 of 47 65 #14 of 38
Profitability 49 #24 of 46 60 #19 of 46 77 #9 of 36
Financial Health 80 #11 of 51 46 #28 of 51 21 #32 of 40
Shareholder Returns 22 #26 of 33 50 #17 of 33 56 #13 of 28
Overall 68 50 54
  • BDL ranked among 53 companies in Restaurants
  • CAKE ranked among 53 companies in Restaurants
  • MUSA ranked among 41 companies in Staples Retail

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodBDLCAKEMUSASPY
1 month +13.3%+3.8%+3.8% -0.2%
3 months +29.3%+21.9%-11.7% +3.9%
6 months +62.3%+73.1%+2.1% +8.2%
Year to date +71.8%+114.9%+31.6% +12.9%
1 year +59.7%+94.0%+34.8% +12.3%
3 years +80.2%+262.4%+45.9% +87.4%
3 years, per year +21.7%+53.6%+13.4% +23.3%
5 years +73.8%+163.4%+225.8% +67.9%
5 years, per year +11.7%+21.4%+26.7% +10.9%
10 years +120.6%+108.6%+672.5% +261.1%
10 years, per year +8.2%+7.6%+22.7% +13.7%

Risk

MeasureBDLCAKEMUSASPY
Volatility, 1Y 58.5%39.7%39.5% 12.7%
Downside volatility, 1Y 63.2%39.6%40.3% 12.7%
Beta vs S&P 500, 1Y 0.590.49-0.67 1.00
Return / volatility, 1Y 1.022.370.88 0.97
Max drawdown, 5Y -41.2%-43.3%-35.8% -25.4%
From 52-week high 0.0%-7.5%-14.8% -1.2%
52-week high $50.85$117.29$623.43 $779.14
52-week low $27.55$43.14$356.57 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleBDLCAKEMUSA
P/E now vs peer median 14.2xmedian 20.6x 28.3xmedian 20.6x 15.9xmedian 22.1x
P/S now vs peer median 0.4xmedian 1.2x 1.4xmedian 1.2x 0.5xmedian 0.5x
EV/EBITDA now vs peer median 6.0xmedian 13.3x 18.2xmedian 13.3x 9.7xmedian 9.7x
P/FCF now vs peer median 20.4xmedian 17.3x 26.2xmedian 17.3x 18.0xmedian 17.5x
P/B now vs peer median 1.1xmedian 3.1x 10.4xmedian 3.1x 12.5xmedian 2.9x
PEG now vs peer median 0.27median 1.07 0.70median 1.07 1.89median 1.19

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsBDLCAKEMUSA
Revenue $215.29M $3.88B $21.48B
Gross profit $124.08M – $2.62B
Operating income $11.46M $204.16M $921.40M
Net income $10.35M $178.62M $617.20M
Free cash flow $4.62M $206.30M $541.50M
EPS (diluted) $3.57 $3.68 $33.27
Cash & equivalents $28.84M $195.17M $175.40M
Total debt $92.23M $562.90M $2.19B
Shares (diluted) 1.86M 48.49M 18.55M
Enterprise value $14.25M $4.56B $9.39B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricBDLCAKEMUSA
P/E 14.2x 28.3x 15.9x
P/FCF 20.4x 26.2x 18.0x
P/Operating cash flow 5.8x 15.2x 9.9x
P/S 0.4x 1.4x 0.5x
P/B 1.1x 10.4x 12.5x
P/Tangible book 1.1x 20.2x 15.2x
EV/EBITDA 6.0x 18.2x 9.7x
EV/EBIT 8.5x 28.2x 12.8x
EV/Revenue 0.5x 1.5x 0.5x
EV/FCF 21.0x 28.0x 21.7x
EV/Operating cash flow 6.0x 16.3x 11.9x
PEG (3Y EPS CAGR) 0.27 0.70 1.89

Growth

14 metrics
MetricBDLCAKEMUSA
Revenue growth (1Y) 7.1% 5.7% 10.3%
Revenue CAGR (3Y) 8.0% 5.0% -1.1%
Gross profit growth (1Y) 8.3% – 13.3%
Gross profit CAGR (3Y) – – 4.1%
Operating income growth (1Y) 50.1% 3.6% 26.6%
Operating income CAGR (3Y) 9.1% 24.0% 2.9%
Net income growth (1Y) 51.1% 12.4% 25.8%
Net income CAGR (3Y) 12.5% 23.9% 2.3%
EPS growth (1Y) 53.6% 11.5% 34.1%
EPS CAGR (3Y) 52.3% 40.6% 8.4%
Operating cash flow growth (1Y) 89.1% 14.5% 18.1%
Operating cash flow CAGR (3Y) 17.8% – 7.2%
Free cash flow growth (1Y) 75.9% 57.2% 48.5%
Free cash flow CAGR (3Y) 45.7% – 3.1%

Profitability

14 metrics
MetricBDLCAKEMUSA
Gross margin 57.6% – 12.2%
EBITDA margin 7.6% 8.2% 5.6%
Operating margin 5.3% 5.3% 4.3%
Pretax margin 5.2% 5.1% 3.8%
Net margin 3.1% 4.6% 2.9%
FCF margin 2.1% 5.3% 2.5%
Operating cash flow margin 7.5% 9.1% 4.6%
Return on equity 12.4% 36.5% 85.6%
Return on assets 6.8% 5.4% 12.4%
Return on invested capital 9.6% 17.1% 24.3%
Return on capital employed 8.7% 7.9% 23.7%
Asset turnover 1.4x 1.2x 4.3x
Cash conversion (OCF / net income) 1.6x 2.0x 1.6x
Stock comp / revenue – 0.7% –

Financial Health

11 metrics
MetricBDLCAKEMUSA
Debt / assets 20.0% 17.1% 43.0%
Debt / equity 0.4x 1.1x 2.8x
Net debt / EBITDA 0.2x 1.2x 1.7x
Debt / FCF 6.8x 2.7x 4.0x
Liabilities / assets 46.5% 84.2% 84.6%
Equity / assets 53.5% 15.8% 15.4%
Interest coverage 10.3x – 7.9x
Current ratio 2.0x 0.6x 0.9x
Quick ratio 1.5x 0.4x 0.5x
Cash ratio 1.5x 0.3x 0.2x
Altman Z-score 3.15 3.08 7.40

Shareholder Returns

7 metrics
MetricBDLCAKEMUSA
Dividend yield 1.2% 1.1% 0.5%
Net buyback yield – 0.6% 4.5%
Shareholder yield 1.2% 1.7% 5.0%
Payout ratio (earnings) – 31.0% –
Payout ratio (FCF) – 26.8% –
Dividend growth (1Y) – 4.0% –
Dividend CAGR (3Y) – – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusBDLCAKEMUSA
Forward P/E – 24.7xFY2026 14.9xFY2026
EPS, next fiscal year – $4.40FY2026 $35.60FY2026
EPS growth, next FY – +16.7%FY2026 +43.0%FY2026
EPS growth, the year after – +11.6% -7.9%
Revenue, next fiscal year – $3.82BFY2026 $22.85BFY2026
Revenue growth, next FY – +1.9%FY2026 +17.9%FY2026
Revenue growth, the year after – +7.9% -5.8%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersBDLCAKEMUSA
Held by institutions 10.4% 100.0% 83.0%
Institutions holding 12 345 606
Change in shares held, QoQ +0.8% -0.2% -2.2%
Institutions buying 4 161 310
Institutions selling 3 118 190
Buyers to sellers 1.33 1.36 1.63

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

BDLCAKEMUSA
BDL 1.00 -0.09 -0.03
CAKE -0.09 1.00 -0.02
MUSA -0.03 -0.02 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, BDL, CAKE and MUSA?

Murphy USA (MUSA) is the largest by market capitalisation: Flanigans Enterprises (BDL) $94.51M, Cheesecake Factory (CAKE) $5.40B, Murphy USA (MUSA) $9.76B.

Which stock is cheaper, BDL, CAKE and MUSA?

Flanigans Enterprises (BDL) trades on the lowest price-to-earnings ratio (Flanigans Enterprises (BDL) 14.2x, Cheesecake Factory (CAKE) 28.3x, Murphy USA (MUSA) 15.9x). On next year's consensus earnings, Murphy USA (MUSA) is cheapest (Cheesecake Factory (CAKE) 24.7x, Murphy USA (MUSA) 14.9x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Murphy USA (MUSA) grew revenue fastest over the trailing twelve months: Flanigans Enterprises (BDL) +7.1%, Cheesecake Factory (CAKE) +5.7%, Murphy USA (MUSA) +10.3%.

Which company is more profitable?

Cheesecake Factory (CAKE) has the highest net margin (Flanigans Enterprises (BDL) 3.1%, Cheesecake Factory (CAKE) 4.6%, Murphy USA (MUSA) 2.9%). On return on invested capital, Murphy USA (MUSA) leads (Flanigans Enterprises (BDL) 9.6%, Cheesecake Factory (CAKE) 17.1%, Murphy USA (MUSA) 24.3%).

Which stock has performed better?

Over the past year Cheesecake Factory (CAKE) returned the most: Flanigans Enterprises (BDL) +59.7%, Cheesecake Factory (CAKE) +94.0%, Murphy USA (MUSA) +34.8%. Over five years, Murphy USA (MUSA) compounded fastest (Flanigans Enterprises (BDL) +11.7%/yr, Cheesecake Factory (CAKE) +21.4%/yr, Murphy USA (MUSA) +26.7%/yr). Returns are price only, before dividends.

Which pays a higher dividend?

Flanigans Enterprises (BDL) has the highest dividend yield: Flanigans Enterprises (BDL) 1.18%, Cheesecake Factory (CAKE) 1.08%, Murphy USA (MUSA) 0.48%.

Which stock is riskier?

By one-year price volatility, Murphy USA (MUSA) has been the steadiest (Flanigans Enterprises (BDL) 58.5%, Cheesecake Factory (CAKE) 39.7%, Murphy USA (MUSA) 39.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, BDL, CAKE and MUSA?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Murphy USA (MUSA) leads on 6. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.