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.
Key characteristics
YUMC | KO | |
---|---|---|
YTD Return | -16.67% | 24.62% |
1Y Return | -38.01% | 26.97% |
3Y Return (Ann) | -13.03% | 13.08% |
5Y Return (Ann) | -4.36% | 9.01% |
Sharpe Ratio | -1.08 | 2.06 |
Daily Std Dev | 35.96% | 13.46% |
Max Drawdown | -56.49% | -68.22% |
Current Drawdown | -47.82% | -0.98% |
Fundamentals
YUMC | KO | |
---|---|---|
Market Cap | $13.19B | $309.45B |
EPS | $2.08 | $2.46 |
PE Ratio | 16.60 | 29.19 |
PEG Ratio | 0.98 | 2.96 |
Total Revenue (TTM) | $11.04B | $46.47B |
Gross Profit (TTM) | $1.81B | $28.13B |
EBITDA (TTM) | $1.77B | $11.77B |
Correlation
The correlation between YUMC and KO is 0.16, 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. KO - Performance Comparison
In the year-to-date period, YUMC achieves a -16.67% return, which is significantly lower than KO's 24.62% 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. 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 1.75%, less than KO's 2.67% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
The Coca-Cola Company | 2.67% | 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%, 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.
Volatility
YUMC vs. KO - Volatility Comparison
Yum China Holdings, Inc. (YUMC) has a higher volatility of 5.06% compared to The Coca-Cola Company (KO) at 3.57%. 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