YUMC vs. AAPL
YUMC (Yum China Holdings, Inc.) and AAPL (Apple Inc) are both stocks. YUMC operates in Restaurants (Consumer Cyclical), while AAPL operates in Consumer Electronics (Technology). Over the past 5 years, YUMC returned -7.48%/yr vs 20.38%/yr for AAPL. At a 0.27 correlation, their price movements are largely independent.
Performance
YUMC vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, YUMC achieves a -8.96% return, which is significantly lower than AAPL's 14.34% return.
YUMC
- 1D
- -1.04%
- 1M
- -9.65%
- YTD
- -8.96%
- 6M
- -7.99%
- 1Y
- 1.21%
- 3Y*
- -8.17%
- 5Y*
- -7.48%
- 10Y*
- —
AAPL
- 1D
- -1.57%
- 1M
- 12.18%
- YTD
- 14.34%
- 6M
- 9.39%
- 1Y
- 53.24%
- 3Y*
- 20.25%
- 5Y*
- 20.38%
- 10Y*
- 30.12%
YUMC vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | -8.96% | 1.18% | 15.41% | -21.60% | 10.75% | -11.99% | 19.48% | 44.85% | -15.28% | 53.59% |
AAPL Apple Inc | 14.34% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between YUMC and AAPL is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.22 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 18, 2016 | 0.27 |
Fundamentals
YUMC:
$15.16B
AAPL:
$4.58T
YUMC:
$2.60
AAPL:
$8.24
YUMC:
16.49
AAPL:
37.67
YUMC:
1.10
AAPL:
4.96
YUMC:
1.29
AAPL:
10.23
YUMC:
2.79
AAPL:
43.03
YUMC:
$12.09B
AAPL:
$451.44B
YUMC:
$1.47B
AAPL:
$216.07B
YUMC:
$1.71B
AAPL:
$153.63B
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Return for Risk
YUMC vs. AAPL — Risk / Return Rank
YUMC
AAPL
YUMC vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) and Apple Inc (AAPL). 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.
| YUMC | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.35 | ||
| Sortino ratioReturn per unit of downside risk | -3.11 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.43 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | 0.05 | 3.88 | -3.83 |
| Martin ratioReturn relative to average drawdown | 0.12 | 9.76 | -9.64 |
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
| YUMC | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.05 | 2.40 | -2.35 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.20 | 0.75 | -0.95 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 1.05 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.19 | 0.44 | -0.25 |
Drawdowns
YUMC vs. AAPL - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for YUMC and AAPL.
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Drawdown Indicators
| YUMC | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -56.49% | -81.80% | +25.31% |
Max Drawdown (1Y)Largest decline over 1 year | -25.89% | -13.80% | -12.09% |
Max Drawdown (3Y)Largest decline over 3 years | -51.42% | -33.36% | -18.06% |
Max Drawdown (5Y)Largest decline over 5 years | -56.45% | -33.36% | -23.09% |
Max Drawdown (10Y)Largest decline over 10 years | — | -38.52% | — |
Current DrawdownCurrent decline from peak | -33.43% | -1.57% | -31.86% |
Average DrawdownAverage peak-to-trough decline | -19.34% | -29.61% | +10.27% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.97% | 5.47% | +4.50% |
Volatility
YUMC vs. AAPL - Volatility Comparison
Yum China Holdings, Inc. (YUMC) and Apple Inc (AAPL) have volatilities of 5.45% and 5.46%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| YUMC | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.45% | 5.46% | -0.01% |
Volatility (6M)Calculated over the trailing 6-month period | 18.91% | 15.91% | +3.00% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.41% | 22.32% | +3.09% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.20% | 27.46% | +9.74% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 35.41% | 28.89% | +6.52% |
Dividends
YUMC vs. AAPL - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 2.47%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
YUMC Yum China Holdings, Inc. | 2.47% | 2.01% | 1.33% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% |
Financials
YUMC vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Yum China Holdings, Inc. and Apple 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
YUMC vs. AAPL - Profitability Comparison
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%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
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%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
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%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
YUMC and AAPL have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AAPL has higher volatility (5.46%) compared to YUMC (5.45%). In terms of maximum drawdown, YUMC dropped -56.49% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.40 vs 0.05), 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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