Shake Shack Stock Z Score

SHAK Stock

USD 99.59 0.43 0.43%

Altman Z Score is one of the simplest fundamental models to determine how likely your company is to fail. The module uses available fundamental data of a given equity to approximate the Altman Z score. Altman Z Score is determined by evaluating five fundamental price points available from the company's current public disclosure documents. Check out Shake Shack Piotroski F Score and Shake Shack Valuation analysis.

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

At this time, Shake Shack's Change In Working Capital is quite stable compared to the past year. Invested Capital is expected to rise to 2.69 this year, although the value of Capital Lease Obligations will most likely fall to about 302.6 M. At this time, Shake Shack's EBITDA is quite stable compared to the past year. Cost Of Revenue is expected to rise to about 1 B this year, although the value of EBIT will most likely fall to about 15.4 M.

Shake Shack Company Z Score Analysis

Shake Shack's Z-Score is a simple linear, multi-factor model that measures the financial health and economic stability of a company. The score is used to predict the probability of a firm going into bankruptcy within next 24 months or two fiscal years from the day stated on the accounting statements used to calculate it. The model uses five fundamental business ratios that are weighted according to algorithm of Professor Edward Altman who developed it in the late 1960s at New York University..

Z Score

Sum Of

5 Factors

More About Z Score | All Equity Analysis

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Shake Z Score 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 Z Score. 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	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	Common Stock	Long Term Debt Total	Capital Surpluse	Net Invested Capital	Net Working Capital	Capital Stock
Total Assets		0.97	0.19	0.85	0.96	0.97	0.93	0.89	0.88	0.86	0.99	0.05	0.82	-0.4	-0.56	0.56	0.95	-0.77	0.19	0.97	0.92	0.69	0.76
Total Stockholder Equity	0.97		0.12	0.77	0.96	0.95	0.89	0.85	0.89	0.88	0.99	0.18	0.85	-0.28	-0.64	0.46	0.91	-0.86	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	0.23	0.2	0.17	-0.03	0.09	-0.13	0.09	0.27	0.2	0.0	-0.04	0.22	0.23	0.21	0.19
Net Debt	0.85	0.77	0.27		0.8	0.82	0.96	0.9	0.86	0.83	0.82	-0.03	0.64	-0.56	-0.32	0.68	0.9	-0.52	-0.02	0.86	0.93	0.66	0.87
Accounts Payable	0.96	0.96	0.32	0.8		0.93	0.88	0.83	0.93	0.89	0.98	0.09	0.75	-0.37	-0.52	0.57	0.93	-0.75	0.25	0.96	0.86	0.6	0.74
Net Receivables	0.97	0.95	0.24	0.82	0.93		0.9	0.86	0.84	0.89	0.96	0.14	0.86	-0.25	-0.55	0.59	0.94	-0.77	0.35	0.93	0.89	0.63	0.75
Total Liab	0.93	0.89	0.21	0.96	0.88	0.9		0.96	0.92	0.87	0.91	0.0	0.78	-0.48	-0.55	0.56	0.92	-0.72	0.12	0.9	0.93	0.7	0.85
Total Current Assets	0.89	0.85	0.18	0.9	0.83	0.86	0.96		0.85	0.8	0.87	-0.19	0.78	-0.45	-0.49	0.55	0.85	-0.65	0.11	0.88	0.95	0.86	0.84
Property Plant Equipment	0.88	0.89	0.23	0.86	0.93	0.84	0.92	0.85		0.9	0.92	0.09	0.7	-0.39	-0.5	0.57	0.89	-0.72	0.22	0.91	0.83	0.54	0.81
Long Term Debt	0.86	0.88	0.2	0.83	0.89	0.89	0.87	0.8	0.9		0.9	0.26	0.7	-0.28	-0.41	0.68	0.91	-0.67	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	0.92	0.9		0.14	0.82	-0.34	-0.58	0.55	0.94	-0.8	0.28	0.96	0.88	0.62	0.75
Retained Earnings	0.05	0.18	-0.03	-0.03	0.09	0.14	0.0	-0.19	0.09	0.26	0.14		0.09	0.25	-0.23	-0.1	0.07	-0.31	0.39	-0.04	-0.19	-0.52	-0.13
Short Term Investments	0.82	0.85	0.09	0.64	0.75	0.86	0.78	0.78	0.7	0.7	0.82	0.09		0.1	-0.61	0.32	0.74	-0.81	0.53	0.74	0.71	0.59	0.55
Deferred Long Term Liab	-0.4	-0.28	-0.13	-0.56	-0.37	-0.25	-0.48	-0.45	-0.39	-0.28	-0.34	0.25	0.1		0.12	-0.27	-0.4	0.09	0.69	-0.43	-0.52	-0.4	-0.49
Short Long Term Debt	-0.56	-0.64	0.09	-0.32	-0.52	-0.55	-0.55	-0.49	-0.5	-0.41	-0.58	-0.23	-0.61	0.12		0.29	-0.38	0.92	-0.28	-0.39	-0.33	-0.2	-0.31
Short Term Debt	0.56	0.46	0.27	0.68	0.57	0.59	0.56	0.55	0.57	0.68	0.55	-0.1	0.32	-0.27	0.29		0.73	0.0	0.06	0.7	0.72	0.51	0.67
Intangible Assets	0.95	0.91	0.2	0.9	0.93	0.94	0.92	0.85	0.89	0.91	0.94	0.07	0.74	-0.4	-0.38	0.73		-0.64	0.22	0.96	0.92	0.6	0.8
Common Stock	-0.77	-0.86	0.0	-0.52	-0.75	-0.77	-0.72	-0.65	-0.72	-0.67	-0.8	-0.31	-0.81	0.09	0.92	0.0	-0.64		-0.48	-0.63	-0.53	-0.32	-0.44
Long Term Debt Total	0.19	0.34	-0.04	-0.02	0.25	0.35	0.12	0.11	0.22	0.36	0.28	0.39	0.53	0.69	-0.28	0.06	0.22	-0.48		0.14	0.02	-0.08	-0.02
Capital Surpluse	0.97	0.93	0.22	0.86	0.96	0.93	0.9	0.88	0.91	0.86	0.96	-0.04	0.74	-0.43	-0.39	0.7	0.96	-0.63	0.14		0.94	0.72	0.83
Net Invested Capital	0.92	0.84	0.23	0.93	0.86	0.89	0.93	0.95	0.83	0.81	0.88	-0.19	0.71	-0.52	-0.33	0.72	0.92	-0.53	0.02	0.94		0.85	0.88
Net Working Capital	0.69	0.59	0.21	0.66	0.6	0.63	0.7	0.86	0.54	0.49	0.62	-0.52	0.59	-0.4	-0.2	0.51	0.6	-0.32	-0.08	0.72	0.85		0.68
Capital Stock	0.76	0.69	0.19	0.87	0.74	0.75	0.85	0.84	0.81	0.68	0.75	-0.13	0.55	-0.49	-0.31	0.67	0.8	-0.44	-0.02	0.83	0.88	0.68

Click cells to compare fundamentals

To calculate a Z-Score, one would need to know a company's current working capital, its total assets and liabilities, and the amount of its latest earnings as well as earnings before interest and tax. Z-Scores can be used to compare the odds of bankruptcy of companies in a similar line of business or firms operating in the same industry. Companies with Z-Scores above 3.1 are generally considered to be stable and healthy with a low probability of bankruptcy. Scores that fall between 1.8 and 3.1 lie in a so-called 'grey area,' with scores of less than 1 indicating the highest probability of distress. Z Score is a used widely measure by financial auditors, accountants, money managers, loan processors, wealth advisers, and day traders. In the last 25 years, many financial models that utilize z-scores proved it to be successful as a predictor of corporate bankruptcy.

Competition

Predict Shake Shack

Based on the company's disclosures, Shake Shack has a Z Score of 0.0. This is 100.0% lower than that of the Hotels, Restaurants & Leisure sector and 100.0% lower than that of the Consumer Discretionary industry. The z score for all United States stocks is 100.0% higher than that of the company.

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 Shack Institutional Holders

Institutional Holdings refers to the ownership stake in Shake Shack that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Shake Shack's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Shake Shack's value.

		Shares
Dimensional Fund Advisors, Inc.	2023-12-31	696.8 K
Wasatch Advisors Inc.	2023-12-31	557.7 K
Linonia Partnership Lp	2023-12-31	553.8 K
Morgan Stanley - Brokerage Accounts	2023-12-31	482.7 K
Marshall Wace Asset Management Ltd	2023-12-31	419.8 K
Man Group Plc	2023-12-31	418.4 K
Squarepoint Ops Llc	2023-12-31	405.5 K
Northern Trust Corp	2023-12-31	394.9 K
Fred Alger Management, Llc	2023-12-31	392.2 K
Blackrock Inc	2023-12-31	6.1 M
Vanguard Group Inc	2023-12-31	4.5 M

Shake Fundamentals

	Return On Equity	0.0557
	Return On Asset	0.0057
	Profit Margin	0.02 %
	Operating Margin	0 %
	Current Valuation	4.46 B
	Shares Outstanding	39.64 M
	Shares Owned By Insiders	5.02 %
	Shares Owned By Institutions	94.51 %
	Number Of Shares Shorted	3.89 M
	Price To Earning	112.61 X
	Price To Book	8.66 X
	Price To Sales	3.78 X
	Revenue	1.09 B
	Gross Profit	313.04 M
	EBITDA	188.98 M
	Net Income	19.81 M
	Cash And Equivalents	357.96 M
	Cash Per Share	9.11 X
	Total Debt	759.47 M
	Debt To Equity	1.65 %
	Current Ratio	2.89 X
	Book Value Per Share	11.26 X
	Cash Flow From Operations	190.35 M
	Short Ratio	5.67 X
	Earnings Per Share	0.57 X
	Price To Earnings To Growth	2.55 X
	Target Price	114.26
	Number Of Employees	12.2 K
	Beta	1.78
	Market Capitalization	4.21 B
	Total Asset	1.61 B
	Retained Earnings	16.41 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.

Becoming a Better Investor with Macroaxis

Macroaxis puts the power of mathematics on your side. We analyze your portfolios and positions such as Shake Shack using complex mathematical models and algorithms, but make them easy to understand. There is no real person involved in your portfolio analysis. We perform a number of calculations to compute absolute and relative portfolio volatility, correlation between your assets, value at risk, expected return as well as over 100 different fundamental and technical indicators.

Build Optimal Portfolios

Align your risk with return expectations

By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations

Fix portfolios for free

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

Details

Is Shake Stock a good investment?

Details

What is Shake Shack's Net Worth?

Details

Largest Hotels, Restaurants & Leisure Companies

View

Largest Consumer Services Companies

View

Check out Shake Shack Piotroski F Score and Shake Shack Valuation analysis.

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

Note that the Shake Shack information on this page should be used as a complementary analysis to other Shake Shack's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Crypto Correlations module to use cryptocurrency correlation module to diversify your cryptocurrency portfolio across multiple coins.

Complementary Tools for Shake Stock analysis

When running Shake Shack's price analysis, check to measure Shake Shack's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Shake Shack is operating at the current time. Most of Shake Shack's value examination focuses on studying past and present price action to predict the probability of Shake Shack's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Shake Shack's price. Additionally, you may evaluate how the addition of Shake Shack to your portfolios can decrease your overall portfolio volatility.

	Investing Opportunities Build portfolios using our predefined set of ideas and optimize them against your investing preferences
	Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors.
	Analyst Advice Analyst recommendations and target price estimates broken down by several categories
	Companies Directory Evaluate performance of over 100,000 Stocks, Funds, and ETFs against different fundamentals
	AI Portfolio Architect Use AI to generate optimal portfolios and find profitable investment opportunities
	ETF Categories List of ETF categories grouped based on various criteria, such as the investment strategy or type of investments

Is Shake Shack's industry 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

0.824

Earnings Share

0.57

Revenue Per Share

28.5

Quarterly Revenue Growth

0.147

Return On Assets

0.0057

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.

Macroaxis helps investors of all levels and skills to maximize the upside of all their holdings and minimize the risk associated with market volatility, economic swings, and company-specific events. View terms and conditions

Feedback Blog

Made with optimal in San Francisco

2024 Macroaxis LLC

Shake Shack Stock Z Score

Shake Shack Company Z Score Analysis

Z Score

Sum Of

5 Factors

First Factor

1.2 * (

Working Capital

/

Total Assets )

Second Factor

1.4 * (

Retained Earnings

/

Total Assets )

Thrid Factor

3.3 * (

EBITAD

/

Total Assets )

Fouth Factor

0.6 * (

Market Value of Equity

/

Total Liabilities )

Fifth Factor

0.99 * (

Revenue

/

Total Assets )

Shake Z Score Driver Correlations

Shake Shack ESG Sustainability

Shake Shack Institutional Holders

Shake Fundamentals

About Shake Shack Fundamental Analysis

Becoming a Better Investor with Macroaxis

Build Optimal Portfolios

Align your risk with return expectations

Complementary Tools for Shake Stock analysis

COMMON DESTINATIONS

MAIN CATEGORIES

COMPANY