Yum China Holdings, Inc. (YUMC)

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Yum China Holdings, Inc. (YUMC) is down 10.3% since the beginning of the year. At $42 per share, YUMC is trading 27.5% below its 52-week high of $58. Investors who bought $1,000 worth of YUMC shares 5 years ago would now be looking at an investment worth $664.

Yum China Holdings, Inc. (YUMC) has returned -10.25% so far this year and 0.49% over the past 12 months.

Based on dividend-adjusted daily data since Oct 17, 2016, YUMC's average daily return is +0.05%, while the average monthly return is +0.94%. At this rate, an investment would double in approximately 6.2 years.

Historically, 50% of months were positive and 50% were negative. The best month was Nov 2022 with a return of +33.6%, while the worst month was Mar 2022 at -20.0%. The longest winning streak lasted 5 consecutive months, and the longest losing streak was 8 months.

On a daily basis, YUMC closed higher 50% of trading days. The best single day was Sep 26, 2024 with a return of +14.9%, while the worst single day was Mar 11, 2022 at -15.5%.

Yum China Holdings, Inc. has an annualized alpha of 2.49%, beta of 0.69, and R2 of 0.13 versus S&P 500 Index. Calculated based on daily prices since October 18, 2016.

• This stock participated in 71.65% of S&P 500 Index downside but only 53.31% of its upside - more exposed to losses than it benefited from rallies.
• Beta of 0.69 may look defensive, but with R2 of 0.13 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
• R2 of 0.13 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

YUMC ranks 40 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.

The table below present risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) and compare them to S&P 500 Index.

Yum China Holdings, Inc. provided a 2.50% dividend yield over the last twelve months, with an annual payout of $1.06 per share. The company has been increasing its dividends for 5 consecutive years.

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.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

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 56.49%, occurring on Jul 25, 2024. The portfolio has not yet recovered.

The current Yum China Holdings, Inc. drawdown is 34.37%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Yum China Holdings, Inc. is priced in the market compared to other companies in the Restaurants industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.