YUMC vs. KO
Compare and contrast key facts about Yum China Holdings, Inc. (YUMC) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YUMC or KO.
Performance
YUMC vs. KO - Performance Comparison
Returns By Period
In the year-to-date period, YUMC achieves a 12.72% return, which is significantly higher than KO's 7.58% return.
YUMC
12.72%
7.13%
21.55%
4.64%
2.98%
N/A
KO
7.58%
-12.00%
-0.22%
11.60%
6.41%
6.78%
Fundamentals
| YUMC | KO | |
|---|---|---|
| Market Cap | $18.69B | $272.94B |
| EPS | $2.27 | $2.40 |
| PE Ratio | 21.69 | 26.33 |
| PEG Ratio | 1.37 | 2.67 |
| Total Revenue (TTM) | $11.20B | $46.37B |
| Gross Profit (TTM) | $3.55B | $28.02B |
| EBITDA (TTM) | $1.58B | $11.65B |
Key characteristics
| YUMC | KO | |
|---|---|---|
| Sharpe Ratio | 0.12 | 0.94 |
| Sortino Ratio | 0.50 | 1.40 |
| Omega Ratio | 1.06 | 1.17 |
| Calmar Ratio | 0.08 | 0.80 |
| Martin Ratio | 0.23 | 3.37 |
| Ulcer Index | 19.78% | 3.50% |
| Daily Std Dev | 39.44% | 12.54% |
| Max Drawdown | -56.49% | -40.60% |
| Current Drawdown | -29.41% | -14.52% |
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Correlation
The correlation between YUMC and KO is 0.15, 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.
Risk-Adjusted Performance
YUMC vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Yum China Holdings, Inc. (YUMC) and The Coca-Cola Company (KO). 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. KO - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 1.29%, less than KO's 3.09% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | 1.29% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 3.09% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
YUMC vs. KO - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, which is greater than KO's maximum drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for YUMC and KO. For additional features, visit the drawdowns tool.
Volatility
YUMC vs. KO - Volatility Comparison
Yum China Holdings, Inc. (YUMC) has a higher volatility of 10.55% compared to The Coca-Cola Company (KO) at 3.93%. This indicates that YUMC's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
YUMC vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Yum China Holdings, Inc. and The Coca-Cola Company. 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