Yum! Brands (YUM) is a restaurants company in the Consumer Discretionary sector. Listed on the NASDAQ, Yum! Brands is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $151.08.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $151.08 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 8.66% |
| Risk / Std Dev (Annualized) | 20.46% |
| Sharpe Ratio (rf=4.5%) | 0.20 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Restaurants
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 8.66% with an annualized volatility of 20.46%. The Sharpe ratio of 0.20 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 41.64B |
| Enterprise Value | 54.1B |
| Trailing P/E | 24.41 |
| Forward P/E | 20.16 |
| Price to Book | -5.71 |
| Price to Sales | 4.91 |
| EV/Revenue | 6.38 |
| EV/EBITDA | 18.07 |
| Profitability | | | Profit Margin | 20.48% | | Operating Margin | 31.08% | | ROA | 23.3% |
| Growth | | | Revenue Growth | 15.2% | | Earnings Growth | 72.2% |
| Dividend | | | Dividend Yield | 199.0% | | Payout Ratio | 46.45% | | 5Y Avg Yield | 181.0% |
| Financial Health | | | Total Revenue | 8.49B | | Total Debt | 13.14B | | Total Cash | 0.69B | | Free Cash Flow | 1.26B | | Operating Cash Flow | 2.02B |
| Price & Technical | | | 52W High | $169.39$ | | 52W Low | $137.33$ | | 50-Day Avg | $155.09$ | | 200-Day Avg | $152.87$ | | Beta | 0.57 | | Shares Outstanding | 0.28B | | Float Shares | 0.27B | | Insider Holdings | 0.16% | | Institutional Holdings | 89.68% | | Short Ratio | 3.7 | | Short % of Float | 2.98% |
| Analyst Targets | | | Target High | $200.0$ | | Target Low | $147.0$ | | Target Mean | $174.23$ | | Target Median | $176.0$ | | # of Analysts | 22 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.