Inside the research
Shake Shack Inc.
SHAK Research profile · latest available data
Price overview
$55.55
▼ -1.90 (-3.3%)
| 52w hi | $104.69 |
|---|---|
| 52w lo | $52.34 |
| Vol | 1.53M |
| As of | 25 Sep 2026 |
The Verdict
Our score -0.52
| Short | -0.39 |
|---|---|
| Medium | -0.56 |
| Long | -0.69 |
computed 2026-09-27
Key fundamentals
Shake Shack Inc.
Consumer Cyclical · Restaurants
| Market cap | $2.38B |
|---|---|
| Enterprise value | $2.92B |
| Trailing P/E | 58.47x |
| Forward P/E | 39.27x |
| EV / EBITDA | 16.92x |
| P / S (ttm) | 1.53x |
| Profit margin | 2.6% |
| Return on equity | 7.9% |
| Revenue growth | +17.2% |
| Earnings growth | -9.8% |
| Debt / equity | 166.58 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.01 | |
| Sector | -0.03 | |
| Technical | -0.19 | |
| Earnings | +0.00 | |
| Sentiment | -0.31 |
macro × 1.00 · 2026-09-27
Business overview
Shake Shack Inc. owns, operates, and licenses Shake Shack restaurants (Shacks) in the United States and internationally. It offers burger, chicken, hot dogs, crinkle cut fries, shakes, frozen custard, beer, wine, and other products. The company was founded in 2001 and is based in New York, New York.
Risk Metrics
| Beta vs SPX | 1.55 |
|---|---|
| Corr SPX | 0.47 |
| Annual vol | 52.6% |
| Annual ret | -18.4% |
| Sharpe | -0.35 |
| Max DD | -63.1% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-05 | Earnings Release, Reg FD Disclosure… | read |
| 2026-06-12 | Officer / Director Change, Exhibits | read |
| 2026-06-11 | Shareholder Vote | read |
| 2026-06-02 | Reg FD Disclosure, Exhibits | read |
| 2026-05-07 | Officer / Director Change, Reg FD Disclosure… | read |
| 2026-05-07 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-01 | Reg FD Disclosure, Exhibits | read |
| 2026-03-09 | Officer / Director Change | read |
| 2026-03-02 | Other Material Event | read |
| 2026-02-26 | Earnings Release, Reg FD Disclosure… | read |
| 2026-02-24 | Officer / Director Change | read |
| 2026-01-12 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-15 | Sentell Stephanie Ann | Chief Operations Officer | Withheld for tax | 639 | $38.34K |
| 2026-07-02 | Pendarvis Christiane | Grant | 2.48K | — | |
| 2026-06-15 | Hook Michelle Greig | Chief Financial Officer | Grant | 20.55K | — |
| 2026-06-10 | Walker Tristan | Grant | 2.57K | $140.01K | |
| 2026-06-10 | Meyer Daniel Harris | Grant | 6.33K | $345.02K | |
| 2026-06-10 | LAWRENCE JEFFREY D | Grant | 4.59K | $250.01K | |
| 2026-06-10 | GEORGE LORI A | Grant | 2.75K | $150.04K | |
| 2026-06-10 | Flug Jeffrey | Grant | 2.89K | $157.50K | |
| 2026-06-10 | Chapman Charles J III | Grant | 4.04K | $220.04K | |
| 2026-06-10 | Balbale Sumaiya | Grant | 4.50K | $245.05K |
Flow & Concentration
| Insider 180d net | $0 |
|---|---|
| Insider buys / sells | 0 / 0 |
| Insider bias | Neutral |
| 13F holders | 7 |
| Top-5 share | 100.0% |
| HHI | 3,057 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $87.99M | 1.57M |
| Citadel Advisors | $45.67M | 815.24K |
| Fidelity / FMR LLC | $28.92M | 516.20K |
| AQR Capital Management | $22.15M | 395.32K |
| Millennium Management | $6.66M | 118.86K |
| T. Rowe Price Group | $2.92K | 52.13K |
| Capital Research / Capital World | $1.39K | 1.50K |
As of 2026-06-30
SEC Filings
The Long Run
FY 2019–2025 · 7 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.45B | +56.3% | |
| Operating income | $62.51M | +97.1% | |
| Net income | $20.26M | +33.5% | |
| Cash from ops | $222.35M | +17.3% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $57.49 | $58.08 | $55.48 | $55.55 | 1.53M |
| Sep 24 | $58.50 | $59.41 | $56.35 | $57.45 | 1.63M |
| Sep 23 | $57.59 | $58.82 | $56.24 | $58.47 | 1.51M |
| Sep 22 | $57.75 | $59.64 | $57.75 | $58.09 | 1.23M |
| Sep 21 | $55.51 | $57.40 | $55.16 | $56.96 | 1.63M |
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