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BEKE vs. YUMC
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

BEKE vs. YUMC - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in KE Holdings Inc. (BEKE) and Yum China Holdings, Inc. (YUMC). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, BEKE achieves a 4.44% return, which is significantly higher than YUMC's -10.25% return.


BEKE

1D
0.50%
1M
-14.36%
YTD
4.44%
6M
-3.64%
1Y
-12.41%
3Y*
1.40%
5Y*
-18.25%
10Y*

YUMC

1D
-1.28%
1M
-9.15%
YTD
-10.25%
6M
-6.88%
1Y
0.49%
3Y*
-9.20%
5Y*
-7.86%
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

BEKE vs. YUMC - Yearly Performance Comparison


2026 (YTD)202520242023202220212020
BEKE
KE Holdings Inc.
4.44%-12.65%16.49%17.37%-30.62%-67.31%64.37%
YUMC
Yum China Holdings, Inc.
-10.25%1.18%15.41%-21.60%10.75%-11.99%5.06%

Correlation

The correlation between BEKE and YUMC is 0.35, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.35

Correlation (3Y)
Calculated over the trailing 3-year period

0.45

Correlation (5Y)
Calculated over the trailing 5-year period

0.47

Correlation (All Time)
Calculated using the full available price history since Aug 14, 2020

0.43

The correlation between BEKE and YUMC shifts across timeframes, from 0.35 (1 year) to 0.47 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BEKE:

$18.33B

YUMC:

$14.94B

EPS

BEKE:

$2.95

YUMC:

$2.60

PE Ratio

BEKE:

5.48

YUMC:

16.25

PEG Ratio

BEKE:

0.04

YUMC:

1.08

PS Ratio

BEKE:

0.21

YUMC:

1.27

PB Ratio

BEKE:

0.29

YUMC:

2.75

Total Revenue (TTM)

BEKE:

$90.03B

YUMC:

$12.09B

Gross Profit (TTM)

BEKE:

$19.92B

YUMC:

$1.47B

EBITDA (TTM)

BEKE:

$6.67B

YUMC:

$1.71B

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Return for Risk

BEKE vs. YUMC — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

BEKE
BEKE Risk / Return Rank: 2626
Overall Rank
BEKE Sharpe Ratio Rank: 2727
Sharpe Ratio Rank
BEKE Sortino Ratio Rank: 2525
Sortino Ratio Rank
BEKE Omega Ratio Rank: 2626
Omega Ratio Rank
BEKE Calmar Ratio Rank: 2626
Calmar Ratio Rank
BEKE Martin Ratio Rank: 2525
Martin Ratio Rank

YUMC
YUMC Risk / Return Rank: 4040
Overall Rank
YUMC Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
YUMC Sortino Ratio Rank: 3636
Sortino Ratio Rank
YUMC Omega Ratio Rank: 3535
Omega Ratio Rank
YUMC Calmar Ratio Rank: 4343
Calmar Ratio Rank
YUMC Martin Ratio Rank: 4242
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

BEKE vs. YUMC - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for KE Holdings Inc. (BEKE) and Yum China Holdings, Inc. (YUMC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


BEKEYUMCDifference
Sharpe ratioReturn per unit of total volatility

-0.36

Sortino ratioReturn per unit of downside risk

-0.48

Omega ratioGain probability vs. loss probability

0.97

1.02

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.46

0.02

-0.48

Martin ratioReturn relative to average drawdown

-0.88

0.05

-0.93

BEKE vs. YUMC - Sharpe Ratio Comparison

The current BEKE Sharpe Ratio is -0.35, which is lower than the YUMC Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of BEKE and YUMC, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


BEKEYUMCDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.35

0.02

-0.36

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.25

-0.21

-0.04

Sharpe Ratio (All Time)

Calculated using the full available price history

-0.17

0.18

-0.35

Drawdowns

BEKE vs. YUMC - Drawdown Comparison

The maximum BEKE drawdown since its inception was -88.26%, which is greater than YUMC's maximum drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for BEKE and YUMC.


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Drawdown Indicators


BEKEYUMCDifference

Max Drawdown

Largest peak-to-trough decline

-88.26%

-56.49%

-31.77%

Max Drawdown (1Y)

Largest decline over 1 year

-27.26%

-26.06%

-1.20%

Max Drawdown (3Y)

Largest decline over 3 years

-41.39%

-51.42%

+10.03%

Max Drawdown (5Y)

Largest decline over 5 years

-82.70%

-56.45%

-26.25%

Current Drawdown

Current decline from peak

-77.30%

-34.37%

-42.93%

Average Drawdown

Average peak-to-trough decline

-67.93%

-19.36%

-48.57%

Ulcer Index

Depth and duration of drawdowns from previous peaks

14.10%

10.35%

+3.75%

Volatility

BEKE vs. YUMC - Volatility Comparison

KE Holdings Inc. (BEKE) has a higher volatility of 14.66% compared to Yum China Holdings, Inc. (YUMC) at 5.08%. This indicates that BEKE's price experiences larger fluctuations and is considered to be riskier than YUMC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BEKEYUMCDifference

Volatility (1M)

Calculated over the trailing 1-month period

14.66%

5.08%

+9.58%

Volatility (6M)

Calculated over the trailing 6-month period

28.33%

18.77%

+9.56%

Volatility (1Y)

Calculated over the trailing 1-year period

36.16%

25.43%

+10.73%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

73.21%

37.20%

+36.01%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

74.30%

35.39%

+38.91%

Dividends

BEKE vs. YUMC - Dividend Comparison

BEKE's dividend yield for the trailing twelve months is around 1.71%, less than YUMC's 2.50% yield.


PositionTTM202520242023202220212020201920182017
BEKE
KE Holdings Inc.
1.71%2.28%1.91%1.05%0.00%0.00%0.00%0.00%0.00%0.00%
YUMC
Yum China Holdings, Inc.
2.50%2.01%1.33%1.23%0.88%0.96%0.42%1.00%1.25%0.25%

Financials

BEKE vs. YUMC - Financials Comparison

This section allows you to compare key financial metrics between KE Holdings Inc. and Yum China Holdings, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


5.00B10.00B15.00B20.00B25.00B30.00B20222023202420252026
18.78B
3.27B
(BEKE) Total Revenue
(YUMC) Total Revenue
Values in USD except per share items

BEKE vs. YUMC - Profitability Comparison

The chart below illustrates the profitability comparison between KE Holdings Inc. and Yum China Holdings, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%5.0%10.0%15.0%20.0%25.0%30.0%35.0%20222023202420252026
24.1%
0
Portfolio components
BEKE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported a gross profit of 4.53B and revenue of 18.78B. Therefore, the gross margin over that period was 24.1%.

YUMC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Yum China Holdings, Inc. reported a gross profit of 0.00 and revenue of 3.27B. Therefore, the gross margin over that period was 0.0%.

BEKE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported an operating income of 1.27B and revenue of 18.78B, resulting in an operating margin of 6.7%.

YUMC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Yum China Holdings, Inc. reported an operating income of 447.00M and revenue of 3.27B, resulting in an operating margin of 13.7%.

BEKE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, KE Holdings Inc. reported a net income of 1.25B and revenue of 18.78B, resulting in a net margin of 6.7%.

YUMC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Yum China Holdings, Inc. reported a net income of 309.00M and revenue of 3.27B, resulting in a net margin of 9.5%.


Frequently Asked Questions


BEKE and YUMC have a correlation of 0.35, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

BEKE has higher volatility (14.66%) compared to YUMC (5.08%). In terms of maximum drawdown, BEKE dropped -88.26% vs YUMC's -56.49%.

YUMC currently has the higher Sharpe Ratio (0.02 vs -0.34), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

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