NIO vs. YUMC
NIO (NIO Inc.) and YUMC (Yum China Holdings, Inc.) are both stocks. Both are in the Consumer Cyclical sector — NIO in Auto Manufacturers, YUMC in Restaurants. Over the past 5 years, NIO returned -33.76%/yr vs -7.86%/yr for YUMC. At a 0.38 correlation, their price movements are largely independent.
Performance
NIO vs. YUMC - Performance Comparison
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Returns By Period
In the year-to-date period, NIO achieves a 6.86% return, which is significantly higher than YUMC's -10.25% return.
NIO
- 1D
- 1.68%
- 1M
- -6.84%
- YTD
- 6.86%
- 6M
- 6.86%
- 1Y
- 50.14%
- 3Y*
- -11.00%
- 5Y*
- -33.76%
- 10Y*
- —
YUMC
- 1D
- -1.28%
- 1M
- -9.15%
- YTD
- -10.25%
- 6M
- -6.88%
- 1Y
- 0.49%
- 3Y*
- -9.20%
- 5Y*
- -7.86%
- 10Y*
- —
NIO vs. YUMC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
NIO NIO Inc. | 6.86% | 16.97% | -51.93% | -6.97% | -69.22% | -35.00% | 1,112.44% | -36.89% | -3.48% |
YUMC Yum China Holdings, Inc. | -10.25% | 1.18% | 15.41% | -21.60% | 10.75% | -11.99% | 19.48% | 44.85% | 3.62% |
Correlation
The correlation between NIO and YUMC is 0.15, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.15 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.38 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.43 |
Correlation (All Time) Calculated using the full available price history since Sep 13, 2018 | 0.38 |
Over the past year, the correlation between NIO and YUMC has dropped to 0.15 - well below their long-term average of 0.38, suggesting their price drivers have been diverging.
Fundamentals
NIO:
$13.52B
YUMC:
$14.94B
NIO:
-$3.74
YUMC:
$2.60
NIO:
0.13
YUMC:
1.27
NIO:
3.12
YUMC:
2.75
NIO:
$100.51B
YUMC:
$12.09B
NIO:
$15.77B
YUMC:
$1.47B
NIO:
-$7.54B
YUMC:
$1.71B
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Return for Risk
NIO vs. YUMC — Risk / Return Rank
NIO
YUMC
NIO vs. YUMC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for NIO Inc. (NIO) 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.
| NIO | YUMC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.78 | ||
| Sortino ratioReturn per unit of downside risk | +1.33 | ||
| Omega ratioGain probability vs. loss probability | 1.17 | 1.02 | +0.15 |
| Calmar ratioReturn relative to maximum drawdown | 1.15 | 0.02 | +1.13 |
| Martin ratioReturn relative to average drawdown | 2.06 | 0.05 | +2.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| NIO | YUMC | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.80 | 0.02 | +0.78 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.47 | -0.21 | -0.26 |
Sharpe Ratio (All Time)Calculated using the full available price history | -0.03 | 0.18 | -0.21 |
Drawdowns
NIO vs. YUMC - Drawdown Comparison
The maximum NIO drawdown since its inception was -95.00%, which is greater than YUMC's maximum drawdown of -56.49%. Use the drawdown chart below to compare losses from any high point for NIO and YUMC.
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Drawdown Indicators
| NIO | YUMC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -95.00% | -56.49% | -38.51% |
Max Drawdown (1Y)Largest decline over 1 year | -43.73% | -26.06% | -17.67% |
Max Drawdown (3Y)Largest decline over 3 years | -79.69% | -51.42% | -28.27% |
Max Drawdown (5Y)Largest decline over 5 years | -94.10% | -56.45% | -37.65% |
Current DrawdownCurrent decline from peak | -91.33% | -34.37% | -56.96% |
Average DrawdownAverage peak-to-trough decline | -67.89% | -19.36% | -48.53% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 24.47% | 10.35% | +14.12% |
Volatility
NIO vs. YUMC - Volatility Comparison
NIO Inc. (NIO) has a higher volatility of 19.67% compared to Yum China Holdings, Inc. (YUMC) at 5.08%. This indicates that NIO'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
| NIO | YUMC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.67% | 5.08% | +14.59% |
Volatility (6M)Calculated over the trailing 6-month period | 40.94% | 18.77% | +22.17% |
Volatility (1Y)Calculated over the trailing 1-year period | 63.03% | 25.43% | +37.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 71.70% | 37.20% | +34.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 86.69% | 35.39% | +51.30% |
Dividends
NIO vs. YUMC - Dividend Comparison
NIO has not paid dividends to shareholders, while YUMC's dividend yield for the trailing twelve months is around 2.50%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 |
|---|---|---|---|---|---|---|---|---|---|---|
NIO NIO Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 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
NIO vs. YUMC - Financials Comparison
This section allows you to compare key financial metrics between NIO 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.
Total Revenue: Total amount of money received from sales and other business activities
NIO vs. YUMC - Profitability Comparison
NIO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a gross profit of 4.86B and revenue of 25.53B. Therefore, the gross margin over that period was 19.0%.
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%.
NIO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported an operating income of -308.81M and revenue of 25.53B, resulting in an operating margin of -1.2%.
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%.
NIO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, NIO Inc. reported a net income of -496.01M and revenue of 25.53B, resulting in a net margin of -1.9%.
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
NIO and YUMC have a correlation of 0.15, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
NIO has higher volatility (19.67%) compared to YUMC (5.08%). In terms of maximum drawdown, NIO dropped -95.00% vs YUMC's -56.49%.
NIO currently has the higher Sharpe Ratio (0.80 vs 0.02), 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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