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.
Correlation
The correlation between YUMC and KO is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
YUMC vs. KO - Performance Comparison
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Key characteristics
YUMC:
0.37
KO:
1.06
YUMC:
0.87
KO:
1.49
YUMC:
1.10
KO:
1.18
YUMC:
0.25
KO:
1.07
YUMC:
1.14
KO:
2.35
YUMC:
12.64%
KO:
7.06%
YUMC:
42.02%
KO:
17.06%
YUMC:
-56.49%
KO:
-68.22%
YUMC:
-33.67%
KO:
-2.99%
Fundamentals
YUMC:
$16.64B
KO:
$309.61B
YUMC:
$2.39
KO:
$2.49
YUMC:
18.69
KO:
28.89
YUMC:
1.29
KO:
2.73
YUMC:
1.47
KO:
6.60
YUMC:
2.88
KO:
11.83
YUMC:
$11.33B
KO:
$46.89B
YUMC:
$1.92B
KO:
$28.64B
YUMC:
$1.72B
KO:
$16.01B
Returns By Period
In the year-to-date period, YUMC achieves a -8.22% return, which is significantly lower than KO's 16.00% return.
YUMC
-8.22%
6.36%
-6.45%
15.33%
2.72%
-0.52%
N/A
KO
16.00%
-1.79%
16.26%
18.00%
8.76%
13.10%
9.10%
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Risk-Adjusted Performance
YUMC vs. KO — Risk-Adjusted Performance Rank
YUMC
KO
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.
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Dividends
YUMC vs. KO - Dividend Comparison
YUMC's dividend yield for the trailing twelve months is around 1.64%, less than KO's 2.74% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YUMC Yum China Holdings, Inc. | 1.64% | 1.33% | 1.23% | 0.88% | 0.96% | 0.42% | 1.00% | 1.25% | 0.25% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 2.74% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
YUMC vs. KO - Drawdown Comparison
The maximum YUMC drawdown since its inception was -56.49%, smaller than the maximum KO drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for YUMC and KO. For additional features, visit the drawdowns tool.
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Volatility
YUMC vs. KO - Volatility Comparison
Yum China Holdings, Inc. (YUMC) has a higher volatility of 14.29% compared to The Coca-Cola Company (KO) at 5.50%. 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.
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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
YUMC vs. KO - Profitability Comparison
YUMC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Yum China Holdings, Inc. reported a gross profit of 572.00M and revenue of 2.98B. Therefore, the gross margin over that period was 19.2%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
YUMC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Yum China Holdings, Inc. reported an operating income of 399.00M and revenue of 2.98B, resulting in an operating margin of 13.4%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
YUMC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Yum China Holdings, Inc. reported a net income of 292.00M and revenue of 2.98B, resulting in a net margin of 9.8%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.