(YUMC) Yum China Holdings - Ratings and Ratios
Fast Food, Pizza, Chicken, Coffee, Mobile Commerce
YUMC EPS (Earnings per Share)
YUMC Revenue
Description: YUMC Yum China Holdings
Yum China Holdings, Inc. is a prominent restaurant operator in China, managing a diverse portfolio of brands including KFC, Pizza Hut, and others. With a strong presence in the Chinese market, the company has expanded its services to include online food delivery and e-commerce through its V-Gold Mall platform.
From a performance perspective, Yum China has demonstrated steady growth, driven by the increasing demand for Western-style fast food in China. Key Performance Indicators (KPIs) such as same-store sales growth, system-wide sales, and restaurant count are crucial in evaluating the companys progress. Notably, Yum Chinas ability to adapt to changing consumer preferences, such as the shift towards online ordering and delivery, has been a significant factor in its success.
In terms of brand diversification, Yum Chinas portfolio is a key strength. KFC remains the dominant brand, while Pizza Hut has also shown significant growth. The companys other brands, such as Taco Bell and Lavazza, contribute to its diversification efforts. To gauge the effectiveness of this diversification, metrics such as brand-wise sales contribution and customer retention rates are essential.
To further assess Yum Chinas financial health, metrics like revenue growth rate, operating margin, and return on equity (RoE) are vital. With a RoE of 15.70%, the company demonstrates a reasonable return on shareholder equity. Additionally, the companys market capitalization of $17.59 billion USD indicates a significant market presence.
From a valuation perspective, Yum Chinas price-to-earnings (P/E) ratio of 19.86 suggests a moderate valuation relative to its earnings. The forward P/E ratio of 18.87 indicates a slight decrease in valuation expectations, potentially reflecting market anticipation of future earnings growth. These metrics, combined with the companys growth prospects and competitive positioning, are essential in determining the attractiveness of YUMC as an investment opportunity.
YUMC Stock Overview
| Market Cap in USD | 16,422m |
| Sub-Industry | Restaurants |
| IPO / Inception | 2016-10-17 |
YUMC Stock Ratings
| Growth Rating | -11.9% |
| Fundamental | 73.3% |
| Dividend Rating | 66.6% |
| Total Return vs S&P 500 | 15.8% |
| Analyst Rating | 4.61 of 5 |
YUMC Dividends
| Dividend Yield 12m | 2.30% |
| Yield on Cost 5y | 1.98% |
| Annual Growth 5y | 21.67% |
| Payout Consistency | 93.9% |
| Payout Ratio | 36.4% |
YUMC Growth Ratios
| Growth Correlation 3m | 63.1% |
| Growth Correlation 12m | 21.7% |
| Growth Correlation 5y | -51% |
| CAGR 5y | -3.16% |
| CAGR/Max DD 5y | -0.06 |
| Sharpe Ratio 12m | 0.10 |
| Alpha | 21.18 |
| Beta | 0.559 |
| Volatility | 37.61% |
| Current Volume | 2158.9k |
| Average Volume 20d | 1818.2k |
| Stop Loss | 43.4 (-3%) |
| Signal | 0.73 |
Piotroski VR‑10 (Strict, 0-10) 7.0
| Net Income (919.0m TTM) > 0 and > 6% of Revenue (6% = 686.0m TTM) |
| FCFTA 0.08 (>2.0%) and ΔFCFTA 1.87pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 7.30% (prev 5.46%; Δ 1.84pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.13 (>3.0%) and CFO 1.44b > Net Income 919.0m (YES >=105%, WARN >=100%) |
| Net Debt (1.22b) to EBITDA (1.72b) ratio: 0.71 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.39 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (373.0m) change vs 12m ago -4.60% (target <= -2.0% for YES) |
| Gross Margin 17.09% (prev 16.43%; Δ 0.66pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 101.4% (prev 95.47%; Δ 5.94pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| error: Interest Coverage Ratio cannot be calculated (needs EBITDA TTM and Interest Expense TTM) |
Altman Z'' 2.31
| (A) 0.08 = (Total Current Assets 2.99b - Total Current Liabilities 2.16b) / Total Assets 10.98b |
| (B) 0.19 = Retained Earnings (Balance) 2.11b / Total Assets 10.98b |
| (C) 0.11 = EBIT TTM 1.26b / Avg Total Assets 11.28b |
| (D) 0.41 = Book Value of Equity 1.85b / Total Liabilities 4.51b |
| Total Rating: 2.31 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 73.28
| 1. Piotroski 7.0pt = 2.0 |
| 2. FCF Yield 4.45% = 2.23 |
| 3. FCF Margin 7.31% = 1.83 |
| 4. Debt/Equity 0.78 = 2.21 |
| 5. Debt/Ebitda 2.62 = -1.17 |
| 6. ROIC - WACC 8.91% = 11.14 |
| 7. RoE 15.77% = 1.31 |
| 8. Rev. Trend 41.38% = 2.07 |
| 9. Rev. CAGR 1.25% = 0.16 |
| 10. EPS Trend 36.09% = 0.90 |
| 11. EPS CAGR 6.08% = 0.61 |
What is the price of YUMC shares?
Over the past week, the price has changed by +0.79%, over one month by -5.91%, over three months by +0.76% and over the past year by +34.79%.
Is Yum China Holdings a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of YUMC is around 42.15 USD . This means that YUMC is currently overvalued and has a potential downside of -5.81%.
Is YUMC a buy, sell or hold?
- Strong Buy: 15
- Buy: 7
- Hold: 1
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the YUMC price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 58.8 | 31.4% |
| Analysts Target Price | 58.1 | 29.9% |
| ValueRay Target Price | 46.1 | 3.1% |
Last update: 2025-08-10 02:06
YUMC Fundamental Data Overview
CCE Cash And Equivalents = 2.15b USD (Cash And Short Term Investments, last quarter)
P/E Trailing = 18.4132
P/E Forward = 17.7305
P/S = 1.4363
P/B = 2.8368
P/EG = 1.2909
Beta = 0.261
Revenue TTM = 11.43b USD
EBIT TTM = 1.26b USD
EBITDA TTM = 1.72b USD
Long Term Debt = 2.36b USD (from nonCurrentLiabilitiesTotal, last quarter)
Short Term Debt = 2.16b USD (from totalCurrentLiabilities, last quarter)
Debt = 4.51b USD (Calculated: Short Term 2.16b + Long Term 2.36b)
Net Debt = 1.22b USD (from netDebt column, last quarter)
Enterprise Value = 18.78b USD (16.42b + Debt 4.51b - CCE 2.15b)
Interest Coverage Ratio = unknown (Ebit TTM 1.26b / Interest Expense TTM 0.0)
FCF Yield = 4.45% (FCF TTM 835.8m / Enterprise Value 18.78b)
FCF Margin = 7.31% (FCF TTM 835.8m / Revenue TTM 11.43b)
Net Margin = 8.04% (Net Income TTM 919.0m / Revenue TTM 11.43b)
Gross Margin = 17.09% ((Revenue TTM 11.43b - Cost of Revenue TTM 9.48b) / Revenue TTM)
Tobins Q-Ratio = 10.16 (Enterprise Value 18.78b / Book Value Of Equity 1.85b)
Interest Expense / Debt = 0.58% (Interest Expense 26.0m / Debt 4.51b)
Taxrate = 26.75% (from yearly Income Tax Expense: 356.0m / 1.33b)
NOPAT = 925.2m (EBIT 1.26b * (1 - 26.75%))
Current Ratio = 1.39 (Total Current Assets 2.99b / Total Current Liabilities 2.16b)
Debt / Equity = 0.78 (Debt 4.51b / last Quarter total Stockholder Equity 5.79b)
Debt / EBITDA = 2.62 (Net Debt 1.22b / EBITDA 1.72b)
Debt / FCF = 5.40 (Debt 4.51b / FCF TTM 835.8m)
Total Stockholder Equity = 5.83b (last 4 quarters mean)
RoA = 8.37% (Net Income 919.0m, Total Assets 10.98b )
RoE = 15.77% (Net Income TTM 919.0m / Total Stockholder Equity 5.83b)
RoCE = 15.43% (Ebit 1.26b / (Equity 5.83b + L.T.Debt 2.36b))
RoIC = 15.34% (NOPAT 925.2m / Invested Capital 6.03b)
WACC = 6.42% (E(16.42b)/V(20.94b) * Re(8.07%)) + (D(4.51b)/V(20.94b) * Rd(0.58%) * (1-Tc(0.27)))
Shares Correlation 5-Years: -40.0 | Cagr: -0.60%
Discount Rate = 8.07% (= CAPM, Blume Beta Adj.)
[DCF Debug] Terminal Value 79.46% ; FCFE base≈767.0m ; Y1≈838.0m ; Y5≈1.06b
Fair Price DCF = 49.95 (DCF Value 18.41b / Shares Outstanding 368.5m; 5y FCF grow 10.55% → 3.0% )
Revenue Correlation: 41.38 | Revenue CAGR: 1.25%
Revenue Growth Correlation: -52.99%
EPS Correlation: 36.09 | EPS CAGR: 6.08%
EPS Growth Correlation: -42.73%
Additional Sources for YUMC Stock
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