YUMC vs. ETN
Compare and contrast key facts about Yum China Holdings, Inc. (YUMC) and Eaton Corporation plc (ETN).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YUMC or ETN.
Key characteristics
| YUMC | ETN | |
|---|---|---|
| YTD Return | -16.67% | 30.68% |
| 1Y Return | -38.01% | 44.17% |
| 3Y Return (Ann) | -13.03% | 27.94% |
| 5Y Return (Ann) | -4.36% | 32.82% |
| Sharpe Ratio | -1.08 | 1.60 |
| Daily Std Dev | 35.96% | 28.18% |
| Max Drawdown | -56.49% | -68.95% |
| Current Drawdown | -47.82% | -8.25% |
Fundamentals
| YUMC | ETN | |
|---|---|---|
| Market Cap | $13.19B | $124.10B |
| EPS | $2.08 | $9.10 |
| PE Ratio | 16.60 | 34.26 |
| PEG Ratio | 0.98 | 2.38 |
| Total Revenue (TTM) | $11.04B | $24.14B |
| Gross Profit (TTM) | $1.81B | $9.17B |
| EBITDA (TTM) | $1.77B | $4.90B |
Correlation
The correlation between YUMC and ETN is 0.28, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
YUMC vs. ETN - Performance Comparison
In the year-to-date period, YUMC achieves a -16.67% return, which is significantly lower than ETN's 30.68% return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
YUMC vs. ETN - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) and Eaton Corporation plc (ETN). 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.
Dividends
YUMC vs. ETN - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 1.75%, more than ETN's 1.18% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | 1.75% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% |
ETN Eaton Corporation plc | 1.18% | 1.43% | 2.06% | 1.76% | 2.43% | 3.00% | 3.85% | 3.04% | 3.40% | 4.23% | 2.88% | 2.21% |
Drawdowns
YUMC vs. ETN - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, smaller than the maximum ETN drawdown of -68.95%. Use the drawdown chart below to compare losses from any high point for YUMC and ETN. For additional features, visit the drawdowns tool.
Volatility
YUMC vs. ETN - Volatility Comparison
The current volatility for Yum China Holdings, Inc. (YUMC) is 5.06%, while Eaton Corporation plc (ETN) has a volatility of 8.40%. This indicates that YUMC experiences smaller price fluctuations and is considered to be less risky than ETN based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
YUMC vs. ETN - Financials Comparison
This section allows you to compare key financial metrics between Yum China Holdings, Inc. and Eaton Corporation plc. 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