YUM:NYE-Yum! Brands Inc. (USD)

EQUITY | Restaurants | New York Stock Exchange

Last Closing

USD 137.32

Change

+2.52 (+1.87)%

Market Cap

USD 23.02B

Volume

1.63M

Analyst Target

USD 100.10
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Yum Brands Inc through the three concepts of KFC, Pizza Hut and Taco Bell, develops, operates, franchises and licenses a system of restaurants which prepare, package and sell a menu of competitively priced food items.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-03-27 )

Largest Industry Peers for Restaurants

Symbol Name Price(Change) Market Cap
MCD McDonald’s Corporation

-2.51 (-0.91%)

USD 192.56B
CMG Chipotle Mexican Grill Inc

+75.00 (+2.41%)

USD 79.67B
QSR Restaurant Brands Internationa..

+0.75 (+1.03%)

USD 31.87B
DRI Darden Restaurants Inc

-0.44 (-0.28%)

USD 18.66B
DPZ Domino’s Pizza Inc

+4.30 (+0.87%)

USD 16.49B
YUMC Yum China Holdings Inc

+0.61 (+1.56%)

USD 14.50B
CAVA CAVA Group Inc.

+6.57 (+10.50%)

USD 7.37B
BROS Dutch Bros Inc

-0.30 (-1.04%)

USD 5.09B
SHAK Shake Shack Inc

+3.50 (+3.45%)

USD 3.99B
SG Sweetgreen Inc

+1.76 (+7.73%)

USD 2.33B

ETFs Containing YUM

EATZ AdvisorShares Restaurant .. 4.67 % 0.00 %

+0.32 (+0.00%)

USD 2.86M
MGE:AU 4.02 % 0.00 %

N/A

N/A
ALTL Pacer Lunt Large Cap Alte.. 1.20 % 0.00 %

-0.20 (0.00%)

USD 0.26B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.18 % 0.00 %

N/A

N/A
FVD First Trust Value Line® .. 0.61 % 0.70 %

-0.13 (0.00%)

USD 9.57B
FHD:CA First Trust NASDAQ Cybers.. 0.00 % 0.78 %

N/A

CAD 0.03B
MENU 0.00 % 0.65 %

N/A

N/A
PHB Invesco Fundamental High .. 0.00 % 0.50 %

+0.07 (+0.00%)

USD 0.68B
DVOL First Trust Dorsey Wright.. 0.00 % 0.60 %

-0.04 (0.00%)

USD 0.05B
SPLV Invesco S&P 500® Low Vol.. 0.00 % 0.25 %

-0.41 (0.00%)

USD 6.87B
XRLV Invesco S&P 500® ex-Rate.. 0.00 % 0.25 %

-0.29 (0.00%)

USD 0.04B
LOWV:LSE SPDR® S&P 500 Low Volati.. 0.00 % 0.00 %

-0.06 (0.00%)

USD 0.14B

Market Performance

  Market Performance vs. Industry/Classification (Restaurants) Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.10% 47% F 59% D-
Dividend Return 0.51% 44% F 31% F
Total Return 5.61% 47% F 57% F
Trailing 12 Months  
Capital Gain 6.94% 33% F 47% F
Dividend Return 1.94% 40% F 28% F
Total Return 8.87% 33% F 41% F
Trailing 5 Years  
Capital Gain 37.58% 60% D- 65% D
Dividend Return 10.53% 67% D+ 40% F
Total Return 48.11% 53% F 64% D
Average Annual (5 Year Horizon)  
Capital Gain 7.22% 41% F 66% D+
Dividend Return 9.10% 41% F 64% D
Total Return 1.88% 70% C- 45% F
Risk Return Profile  
Volatility (Standard Deviation) 19.83% 88% B+ 57% F
Risk Adjusted Return 45.86% 82% B 73% C
Market Capitalization 23.02B 89% A- 94% A

Key Financial Ratios

  Ratio vs. Industry/Classification (Restaurants) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 11.30 39% 31%
Price/Book Ratio N/A N/A N/A
Price / Cash Flow Ratio 24.12 37% 13%
Price/Free Cash Flow Ratio 20.20 32% 14%
Management Effectiveness  
Return on Equity N/A N/A N/A
Return on Invested Capital 66.50% 95% 98%
Return on Assets 24.73% 95% 99%
Debt to Equity Ratio -141.26% 79% 96%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

High Gross Profit to Asset Ratio

This stock is in the top quartile compared to its peers on Gross Profit to Asset Ratio. This is a popular measure among value investors for showing superior returns in the long run.

What to not like:
Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector