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Yum China Holdings Inc (9987.HK)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS98850P1093
SectorConsumer Cyclical
IndustryRestaurants

Highlights

Market CapHK$104.46B
EPS (TTM)HK$2.02
PE Ratio17.25
PEG Ratio1.27
Total Revenue (TTM)HK$11.02B
Gross Profit (TTM)HK$1.82B
EBITDA (TTM)HK$383.00M
Year RangeHK$258.11 - HK$478.53
Target PriceHK$70.15

Share Price Chart


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Yum China Holdings Inc

Performance

Performance Chart

The chart shows the growth of an initial investment of HK$10,000 in Yum China Holdings Inc, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-20.00%-10.00%0.00%10.00%20.00%2024FebruaryMarchAprilMayJune
-16.95%
15.20%
9987.HK (Yum China Holdings Inc)
Benchmark (^GSPC)

S&P 500

Returns By Period

Yum China Holdings Inc had a return of -21.71% year-to-date (YTD) and -45.07% in the last 12 months.


PeriodReturnBenchmark
Year-To-Date-21.71%15.04%
1 month-14.98%3.47%
6 months-15.83%15.07%
1 year-45.07%24.43%
5 years (annualized)N/A13.22%
10 years (annualized)N/A10.85%

Monthly Returns

The table below presents the monthly returns of 9987.HK, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-19.27%27.52%-9.55%-4.48%-7.61%-21.71%
20237.97%-2.70%7.25%-3.24%-8.37%1.15%8.02%-12.16%5.69%-7.33%-19.11%0.61%-23.58%
2022-4.70%8.78%-12.15%-4.14%8.41%6.27%-4.18%6.04%-3.20%-15.55%36.32%1.76%15.88%
2021-1.12%5.38%-2.34%7.84%5.69%-1.94%-6.14%0.96%-3.84%-1.00%-14.24%-1.95%-13.71%
20202.00%5.03%6.67%0.45%14.78%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of 9987.HK is 4, indicating that it is in the bottom 4% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of 9987.HK is 44
9987.HK (Yum China Holdings Inc)
The Sharpe Ratio Rank of 9987.HK is 22Sharpe Ratio Rank
The Sortino Ratio Rank of 9987.HK is 44Sortino Ratio Rank
The Omega Ratio Rank of 9987.HK is 66Omega Ratio Rank
The Calmar Ratio Rank of 9987.HK is 44Calmar Ratio Rank
The Martin Ratio Rank of 9987.HK is 44Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Yum China Holdings Inc (9987.HK) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


9987.HK
Sharpe ratio
The chart of Sharpe ratio for 9987.HK, currently valued at -1.15, compared to the broader market-2.00-1.000.001.002.003.00-1.15
Sortino ratio
The chart of Sortino ratio for 9987.HK, currently valued at -1.78, compared to the broader market-4.00-2.000.002.004.006.00-1.78
Omega ratio
The chart of Omega ratio for 9987.HK, currently valued at 0.79, compared to the broader market0.501.001.502.000.79
Calmar ratio
The chart of Calmar ratio for 9987.HK, currently valued at -0.88, compared to the broader market0.002.004.006.00-0.88
Martin ratio
The chart of Martin ratio for 9987.HK, currently valued at -1.58, compared to the broader market0.0010.0020.00-1.58
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.17, compared to the broader market-2.00-1.000.001.002.003.002.17
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.07, compared to the broader market-4.00-2.000.002.004.006.003.07
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.38, compared to the broader market0.501.001.502.001.38
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.73, compared to the broader market0.002.004.006.001.73
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.12, compared to the broader market0.0010.0020.008.12

Sharpe Ratio

The current Yum China Holdings Inc Sharpe ratio is -1.15. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Yum China Holdings Inc with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.002024FebruaryMarchAprilMayJune
-1.15
2.16
9987.HK (Yum China Holdings Inc)
Benchmark (^GSPC)

Dividends

Dividend History

Yum China Holdings Inc granted a 1.76% dividend yield in the last twelve months. The annual payout for that period amounted to HK$4.54 per share.


PeriodTTM2023202220212020
DividendHK$4.54HK$4.07HK$3.76HK$3.73HK$0.93

Dividend yield

1.76%1.23%0.86%0.98%0.21%

Monthly Dividends

The table displays the monthly dividend distributions for Yum China Holdings Inc. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024HK$0.00HK$0.00HK$1.25HK$0.00HK$1.25HK$0.00HK$2.50
2023HK$0.00HK$0.00HK$1.02HK$0.00HK$1.02HK$0.00HK$0.00HK$1.02HK$0.00HK$0.00HK$1.01HK$0.00HK$4.07
2022HK$0.00HK$0.00HK$0.94HK$0.00HK$0.94HK$0.00HK$0.00HK$0.94HK$0.00HK$0.00HK$0.94HK$0.00HK$3.76
2021HK$0.00HK$0.00HK$0.93HK$0.00HK$0.93HK$0.00HK$0.00HK$0.93HK$0.00HK$0.00HK$0.94HK$0.00HK$3.73
2020HK$0.93HK$0.00HK$0.93

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.8%
Yum China Holdings Inc has a dividend yield of 1.76%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%2.3%
Yum China Holdings Inc has a payout ratio of 2.25%, which is below the market average. This means Yum China Holdings Inc returns a smaller proportion of its earnings to shareholders as dividends, suggesting it retains a higher portion for reinvestment, growth, or debt payment.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%2024FebruaryMarchAprilMayJune
-50.35%
0
9987.HK (Yum China Holdings Inc)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Yum China Holdings Inc. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Yum China Holdings Inc was 50.35%, occurring on Jun 18, 2024. The portfolio has not yet recovered.

The current Yum China Holdings Inc drawdown is 50.35%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-50.35%Jun 4, 2021747Jun 18, 2024
-9.6%Feb 18, 202129Mar 30, 202134May 21, 202163
-8.65%Nov 25, 202051Feb 5, 20213Feb 10, 202154
-5.14%Oct 30, 20203Nov 3, 20202Nov 5, 20205
-4.48%Sep 21, 20202Sep 22, 20207Oct 5, 20209

Volatility

Volatility Chart

The current Yum China Holdings Inc volatility is 9.11%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


5.00%10.00%15.00%20.00%2024FebruaryMarchAprilMayJune
9.11%
2.29%
9987.HK (Yum China Holdings Inc)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Yum China Holdings Inc over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items