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YUMC vs JACK
Revenue, margins, valuation, and 5-year total return — side by side.
Restaurants
YUMC vs JACK — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Restaurants | Restaurants |
| Market Cap | $16.90B | $266M |
| Revenue (TTM) | $12.09B | $1.35B |
| Net Income (TTM) | $946M | $-69M |
| Gross Margin | 17.2% | 27.6% |
| Operating Margin | 11.8% | -2.8% |
| Forward P/E | 16.6x | 4.0x |
| Total Debt | $2.35B | $3.12B |
| Cash & Equiv. | $506M | $52M |
YUMC vs JACK — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Yum China Holdings,… (YUMC) | 100 | 103.8 | +3.8% |
| Jack in the Box Inc. (JACK) | 100 | 20.7 | -79.3% |
Price return only. Dividends and distributions are not included.
Quick Verdict: YUMC vs JACK
Each card shows where this stock fits in a portfolio — not just who wins on paper.
YUMC carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 5 yrs, beta 0.63, yield 2.0%
- Rev growth 4.4%, EPS growth 6.8%, 3Y rev CAGR 7.2%
- 105.5% 10Y total return vs JACK's -59.5%
JACK is the clearest fit if your priority is value.
- Lower P/E (4.0x vs 16.6x)
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.4% revenue growth vs JACK's -6.7% | |
| Value | Lower P/E (4.0x vs 16.6x) | |
| Quality / Margins | 7.8% margin vs JACK's -5.2% | |
| Stability / Safety | Beta 0.63 vs JACK's 1.69 | |
| Dividends | 2.0% yield, 5-year raise streak, vs JACK's 6.3% | |
| Momentum (1Y) | +13.0% vs JACK's -47.8% | |
| Efficiency (ROA) | 8.7% ROA vs JACK's -2.7%, ROIC 13.6% vs -0.6% |
YUMC vs JACK — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
YUMC vs JACK — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
YUMC leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
YUMC is the larger business by revenue, generating $12.1B annually — 9.0x JACK's $1.3B. YUMC is the more profitable business, keeping 7.8% of every revenue dollar as net income compared to JACK's -5.2%. On growth, YUMC holds the edge at +9.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $12.1B | $1.3B |
| EBITDAEarnings before interest/tax | $1.9B | $16M |
| Net IncomeAfter-tax profit | $946M | -$69M |
| Free Cash FlowCash after capex | $1.1B | -$10M |
| Gross MarginGross profit ÷ Revenue | +17.2% | +27.6% |
| Operating MarginEBIT ÷ Revenue | +11.8% | -2.8% |
| Net MarginNet income ÷ Revenue | +7.8% | -5.2% |
| FCF MarginFCF ÷ Revenue | +9.0% | -0.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +9.7% | -25.5% |
| EPS Growth (YoY)Latest quarter vs prior year | +13.0% | +33.7% |
Valuation Metrics
JACK leads this category, winning 4 of 5 comparable metrics.
Valuation Metrics
On an enterprise value basis, YUMC's 9.8x EV/EBITDA is more attractive than JACK's 82.9x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $16.9B | $266M |
| Enterprise ValueMkt cap + debt − cash | $18.7B | $3.3B |
| Trailing P/EPrice ÷ TTM EPS | 19.24x | -3.29x |
| Forward P/EPrice ÷ next-FY EPS est. | 16.64x | 4.03x |
| PEG RatioP/E ÷ EPS growth rate | 3.78x | — |
| EV / EBITDAEnterprise value multiple | 9.83x | 82.92x |
| Price / SalesMarket cap ÷ Revenue | 1.43x | 0.18x |
| Price / BookPrice ÷ Book value/share | 2.83x | — |
| Price / FCFMarket cap ÷ FCF | 20.11x | 3.58x |
Profitability & Efficiency
YUMC leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
On the Piotroski fundamental quality scale (0–9), YUMC scores 7/9 vs JACK's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +15.1% | — |
| ROA (TTM)Return on assets | +8.7% | -2.7% |
| ROICReturn on invested capital | +13.6% | -0.6% |
| ROCEReturn on capital employed | +16.8% | -0.8% |
| Piotroski ScoreFundamental quality 0–9 | 7 | 4 |
| Debt / EquityFinancial leverage | 0.38x | — |
| Net DebtTotal debt minus cash | $1.8B | $3.1B |
| Cash & Equiv.Liquid assets | $506M | $52M |
| Total DebtShort + long-term debt | $2.3B | $3.1B |
| Interest CoverageEBIT ÷ Interest expense | — | -0.51x |
Total Returns (Dividends Reinvested)
YUMC leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in YUMC five years ago would be worth $8,269 today (with dividends reinvested), compared to $1,723 for JACK. Over the past 12 months, YUMC leads with a +13.0% total return vs JACK's -47.8%. The 3-year compound annual growth rate (CAGR) favors YUMC at -6.6% vs JACK's -42.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +0.5% | -25.9% |
| 1-Year ReturnPast 12 months | +13.0% | -47.8% |
| 3-Year ReturnCumulative with dividends | -18.5% | -81.2% |
| 5-Year ReturnCumulative with dividends | -17.3% | -82.8% |
| 10-Year ReturnCumulative with dividends | +105.5% | -59.5% |
| CAGR (3Y)Annualised 3-year return | -6.6% | -42.7% |
Risk & Volatility
YUMC leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
YUMC is the less volatile stock with a 0.63 beta — it tends to amplify market swings less than JACK's 1.69 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. YUMC currently trades 82.4% from its 52-week high vs JACK's 47.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.63x | 1.69x |
| 52-Week HighHighest price in past year | $58.39 | $29.40 |
| 52-Week LowLowest price in past year | $41.69 | $8.91 |
| % of 52W HighCurrent price vs 52-week peak | +82.4% | +47.2% |
| RSI (14)Momentum oscillator 0–100 | 47.4 | 58.4 |
| Avg Volume (50D)Average daily shares traded | 1.5M | 837K |
Analyst Outlook
Evenly matched — YUMC and JACK each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates YUMC as "Buy" and JACK as "Hold". Consensus price targets imply 43.6% upside for JACK (target: $20) vs 22.7% for YUMC (target: $59). For income investors, JACK offers the higher dividend yield at 6.25% vs YUMC's 2.04%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $59.05 | $19.92 |
| # AnalystsCovering analysts | 19 | 41 |
| Dividend YieldAnnual dividend ÷ price | +2.0% | +6.3% |
| Dividend StreakConsecutive years of raises | 5 | 0 |
| Dividend / ShareAnnual DPS | $0.98 | $0.87 |
| Buyback YieldShare repurchases ÷ mkt cap | +6.8% | +1.9% |
YUMC leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). JACK leads in 1 (Valuation Metrics). 1 tied.
YUMC vs JACK: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is YUMC or JACK a better buy right now?
For growth investors, Yum China Holdings, Inc.
(YUMC) is the stronger pick with 4. 4% revenue growth year-over-year, versus -6. 7% for Jack in the Box Inc. (JACK). Yum China Holdings, Inc. (YUMC) offers the better valuation at 19. 2x trailing P/E (16. 6x forward), making it the more compelling value choice. Analysts rate Yum China Holdings, Inc. (YUMC) a "Buy" — based on 19 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — YUMC or JACK?
On forward P/E, Jack in the Box Inc.
is actually cheaper at 4. 0x — notably different from the trailing picture, reflecting expected earnings growth.
03Which is the better long-term investment — YUMC or JACK?
Over the past 5 years, Yum China Holdings, Inc.
(YUMC) delivered a total return of -17. 3%, compared to -82. 8% for Jack in the Box Inc. (JACK). Over 10 years, the gap is even starker: YUMC returned +105. 5% versus JACK's -59. 5%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — YUMC or JACK?
By beta (market sensitivity over 5 years), Yum China Holdings, Inc.
(YUMC) is the lower-risk stock at 0. 63β versus Jack in the Box Inc. 's 1. 69β — meaning JACK is approximately 169% more volatile than YUMC relative to the S&P 500.
05Which is growing faster — YUMC or JACK?
By revenue growth (latest reported year), Yum China Holdings, Inc.
(YUMC) is pulling ahead at 4. 4% versus -6. 7% for Jack in the Box Inc. (JACK). On earnings-per-share growth, the picture is similar: Yum China Holdings, Inc. grew EPS 6. 8% year-over-year, compared to -127. 6% for Jack in the Box Inc.. Over a 3-year CAGR, YUMC leads at 7. 2% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — YUMC or JACK?
Yum China Holdings, Inc.
(YUMC) is the more profitable company, earning 7. 9% net margin versus -5. 5% for Jack in the Box Inc. — meaning it keeps 7. 9% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: YUMC leads at 12. 4% versus -1. 2% for JACK. At the gross margin level — before operating expenses — JACK leads at 28. 7%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is YUMC or JACK more undervalued right now?
On forward earnings alone, Jack in the Box Inc.
(JACK) trades at 4. 0x forward P/E versus 16. 6x for Yum China Holdings, Inc. — 12. 6x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for JACK: 43. 6% to $19. 92.
08Which pays a better dividend — YUMC or JACK?
All stocks in this comparison pay dividends.
Jack in the Box Inc. (JACK) offers the highest yield at 6. 3%, versus 2. 0% for Yum China Holdings, Inc. (YUMC).
09Is YUMC or JACK better for a retirement portfolio?
For long-horizon retirement investors, Yum China Holdings, Inc.
(YUMC) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 63), 2. 0% yield, +105. 5% 10Y return). Jack in the Box Inc. (JACK) carries a higher beta of 1. 69 — meaning larger drawdowns in market downturns, which matters significantly when you cannot wait years for a recovery. Both have compounded well over 10 years (YUMC: +105. 5%, JACK: -59. 5%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between YUMC and JACK?
Both stocks operate in the Consumer Cyclical sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: YUMC is a mid-cap quality compounder stock; JACK is a small-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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