Shake Shack Stock Five Year Return

SHAK Stock

USD 132.35 0.26 0.20%

Shake Shack fundamentals help investors to digest information that contributes to Shake Shack's financial success or failures. It also enables traders to predict the movement of Shake Stock. The fundamental analysis module provides a way to measure Shake Shack's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Shake Shack stock.

Other Current Liab Total Assets

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Shake Shack Company Five Year Return Analysis

Shake Shack's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

More About Five Year Return | All Equity Analysis

Shake Five Year Return Driver Correlations

Understanding the fundamental principles of building solid financial models for Shake Shack is extremely important. It helps to project a fair market value of Shake Stock properly, considering its historical fundamentals such as Five Year Return. Since Shake Shack's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Shake Shack's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Shake Shack's interrelated accounts and indicators.

	Total Assets	Total Stockholder Equity	Current Deferred Revenue	Net Debt	Accounts Payable	Net Receivables	Total Liab	Total Current Assets	Common Stock	Property Plant Equipment	Long Term Debt	Net Tangible Assets	Retained Earnings	Short Term Investments	Deferred Long Term Liab	Short Long Term Debt	Short Term Debt	Intangible Assets	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.19	0.84	0.96	0.96	0.93	0.89	-0.72	0.88	0.86	0.99	0.05	0.82	-0.4	-0.56	0.59	0.95	0.19	0.97	0.92	0.69	0.76
Total Stockholder Equity	0.97		0.12	0.76	0.96	0.95	0.89	0.85	-0.8	0.89	0.88	0.99	0.18	0.85	-0.28	-0.64	0.48	0.91	0.34	0.93	0.84	0.59	0.69
Current Deferred Revenue	0.19	0.12		0.27	0.32	0.24	0.21	0.18	-0.31	0.23	0.2	0.17	-0.02	0.09	-0.13	0.09	0.26	0.2	-0.04	0.22	0.23	0.21	0.19
Net Debt	0.84	0.76	0.27		0.79	0.8	0.96	0.9	-0.5	0.86	0.83	0.82	-0.02	0.64	-0.56	-0.32	0.71	0.9	-0.02	0.86	0.92	0.66	0.88
Accounts Payable	0.96	0.96	0.32	0.79		0.93	0.88	0.83	-0.75	0.93	0.89	0.98	0.09	0.75	-0.37	-0.52	0.59	0.93	0.25	0.96	0.86	0.6	0.74
Net Receivables	0.96	0.95	0.24	0.8	0.93		0.89	0.85	-0.76	0.84	0.88	0.96	0.2	0.85	-0.24	-0.56	0.61	0.93	0.36	0.92	0.87	0.62	0.75
Total Liab	0.93	0.89	0.21	0.96	0.88	0.89		0.96	-0.69	0.92	0.87	0.91	0.01	0.78	-0.48	-0.55	0.59	0.92	0.12	0.9	0.93	0.7	0.85
Total Current Assets	0.89	0.85	0.18	0.9	0.83	0.85	0.96		-0.61	0.85	0.8	0.87	-0.19	0.78	-0.45	-0.49	0.58	0.85	0.11	0.88	0.95	0.86	0.84
Common Stock	-0.72	-0.8	-0.31	-0.5	-0.75	-0.76	-0.69	-0.61		-0.69	-0.63	-0.76	-0.29	-0.76	0.09	0.86	-0.03	-0.61	-0.45	-0.59	-0.5	-0.3	-0.42
Property Plant Equipment	0.88	0.89	0.23	0.86	0.93	0.84	0.92	0.85	-0.69		0.9	0.92	0.09	0.7	-0.39	-0.5	0.59	0.89	0.22	0.91	0.83	0.54	0.81
Long Term Debt	0.86	0.88	0.2	0.83	0.89	0.88	0.87	0.8	-0.63	0.9		0.9	0.26	0.7	-0.28	-0.41	0.68	0.91	0.36	0.86	0.81	0.49	0.68
Net Tangible Assets	0.99	0.99	0.17	0.82	0.98	0.96	0.91	0.87	-0.76	0.92	0.9		0.14	0.82	-0.34	-0.58	0.57	0.94	0.28	0.96	0.88	0.62	0.75
Retained Earnings	0.05	0.18	-0.02	-0.02	0.09	0.2	0.01	-0.19	-0.29	0.09	0.26	0.14		0.1	0.25	-0.23	-0.12	0.08	0.39	-0.03	-0.19	-0.52	-0.13
Short Term Investments	0.82	0.85	0.09	0.64	0.75	0.85	0.78	0.78	-0.76	0.7	0.7	0.82	0.1		0.1	-0.61	0.35	0.74	0.53	0.74	0.71	0.59	0.55
Deferred Long Term Liab	-0.4	-0.28	-0.13	-0.56	-0.37	-0.24	-0.48	-0.45	0.09	-0.39	-0.28	-0.34	0.25	0.1		0.12	-0.29	-0.4	0.69	-0.43	-0.52	-0.4	-0.49
Short Long Term Debt	-0.56	-0.64	0.09	-0.32	-0.52	-0.56	-0.55	-0.49	0.86	-0.5	-0.41	-0.58	-0.23	-0.61	0.12		0.25	-0.38	-0.28	-0.39	-0.33	-0.2	-0.31
Short Term Debt	0.59	0.48	0.26	0.71	0.59	0.61	0.59	0.58	-0.03	0.59	0.68	0.57	-0.12	0.35	-0.29	0.25		0.75	0.05	0.72	0.75	0.53	0.71
Intangible Assets	0.95	0.91	0.2	0.9	0.93	0.93	0.92	0.85	-0.61	0.89	0.91	0.94	0.08	0.74	-0.4	-0.38	0.75		0.22	0.96	0.92	0.6	0.8
Long Term Debt Total	0.19	0.34	-0.04	-0.02	0.25	0.36	0.12	0.11	-0.45	0.22	0.36	0.28	0.39	0.53	0.69	-0.28	0.05	0.22		0.14	0.02	-0.08	-0.02
Capital Surpluse	0.97	0.93	0.22	0.86	0.96	0.92	0.9	0.88	-0.59	0.91	0.86	0.96	-0.03	0.74	-0.43	-0.39	0.72	0.96	0.14		0.94	0.72	0.83
Net Invested Capital	0.92	0.84	0.23	0.92	0.86	0.87	0.93	0.95	-0.5	0.83	0.81	0.88	-0.19	0.71	-0.52	-0.33	0.75	0.92	0.02	0.94		0.85	0.88
Net Working Capital	0.69	0.59	0.21	0.66	0.6	0.62	0.7	0.86	-0.3	0.54	0.49	0.62	-0.52	0.59	-0.4	-0.2	0.53	0.6	-0.08	0.72	0.85		0.68
Capital Stock	0.76	0.69	0.19	0.88	0.74	0.75	0.85	0.84	-0.42	0.81	0.68	0.75	-0.13	0.55	-0.49	-0.31	0.71	0.8	-0.02	0.83	0.88	0.68

Click cells to compare fundamentals

Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.

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Shake Return On Tangible Assets

Return On Tangible Assets

0.0189

At this time, Shake Shack's Return On Tangible Assets are quite stable compared to the past year.

According to the company disclosure, Shake Shack has a Five Year Return of 0.0%. This indicator is about the same for the Hotels, Restaurants & Leisure average (which is currently at 0.0) sector and about the same as Consumer Discretionary (which currently averages 0.0) industry. This indicator is about the same for all United States stocks average (which is currently at 0.0).

Shake Five Year Return Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Shake Shack's direct or indirect competition against its Five Year Return to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Shake Shack could also be used in its relative valuation, which is a method of valuing Shake Shack by comparing valuation metrics of similar companies.

Shake Shack is currently under evaluation in five year return category among its peers.

Shake Shack ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Shake Shack's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Shake Shack's managers, analysts, and investors.

Environmental

Governance

Social

Shake Fundamentals

	Return On Equity	0.019
	Return On Asset	0.0102
	Profit Margin	0.01 %
	Operating Margin	0.04 %
	Current Valuation	5.79 B
	Shares Outstanding	40.03 M
	Shares Owned By Insiders	5.07 %
	Shares Owned By Institutions	99.20 %
	Number Of Shares Shorted	3.84 M
	Price To Earning	112.61 X
	Price To Book	11.62 X
	Price To Sales	4.65 X
	Revenue	1.09 B
	Gross Profit	313.04 M
	EBITDA	111.74 M
	Net Income	20.99 M
	Cash And Equivalents	357.96 M
	Cash Per Share	9.11 X
	Total Debt	771.33 M
	Debt To Equity	1.65 %
	Current Ratio	2.89 X
	Book Value Per Share	11.39 X
	Cash Flow From Operations	132.14 M
	Short Ratio	3.59 X
	Earnings Per Share	0.20 X
	Price To Earnings To Growth	2.55 X
	Target Price	131.14
	Number Of Employees	12.2 K
	Beta	1.82
	Market Capitalization	5.62 B
	Total Asset	1.61 B
	Retained Earnings	16.78 M
	Working Capital	170.37 M
	Current Asset	78.93 M
	Current Liabilities	24 M
	Net Asset	1.61 B

About Shake Shack Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Shake Shack's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Shake Shack using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Shake Shack based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.

Please read more on our fundamental analysis page.

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When determining whether Shake Shack is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Shake Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Shake Shack Stock. Highlighted below are key reports to facilitate an investment decision about Shake Shack Stock:

How To Invest In Shake

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Is Shake Stock a good investment?

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What is Shake Shack's Net Worth?

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Largest Hotels, Restaurants & Leisure Companies

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Largest Consumer Services Companies

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Check out Shake Shack Piotroski F Score and Shake Shack Altman Z Score analysis.

For more information on how to buy Shake Stock please use our How to buy in Shake Stock guide.

You can also try the Portfolio Rebalancing module to analyze risk-adjusted returns against different time horizons to find asset-allocation targets.

Is Hotels, Restaurants & Leisure space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Shake Shack. If investors know Shake will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Shake Shack listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.

Quarterly Earnings Growth

0.397

Earnings Share

0.2

Revenue Per Share

30.494

Quarterly Revenue Growth

0.147

Return On Assets

0.0102

The market value of Shake Shack is measured differently than its book value, which is the value of Shake that is recorded on the company's balance sheet. Investors also form their own opinion of Shake Shack's value that differs from its market value or its book value, called intrinsic value, which is Shake Shack's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Shake Shack's market value can be influenced by many factors that don't directly affect Shake Shack's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.

Please note, there is a significant difference between Shake Shack's value and its price as these two are different measures arrived at by different means. Investors typically determine if Shake Shack is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Shake Shack's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

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Shake Shack Stock Five Year Return

Shake Shack Company Five Year Return Analysis

Five Year Return

(Mean of Monthly Returns - 1)

X

100%

Shake Five Year Return Driver Correlations

Shake Return On Tangible Assets

Return On Tangible Assets

0.0189

Shake Five Year Return Peer Comparison

Shake Shack ESG Sustainability

Shake Fundamentals

About Shake Shack Fundamental Analysis

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

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