COMP <GO>
YUM vs V // RETURN ON INVESTED CAPITAL (ROIC)
Yum! Brands Inc. (NYSE) VS. Visa Inc. (NYSE) • 15-METRIC TALLY: YUM 7
— V 6
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: YUM
LAST: $155.40 (+0.55%) • MKT CAP: $42.18B
roic
60.30%
LAST: $413.59 (+0.74%) • MKT CAP: $733.53B
roic
32.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (YUM VS. V)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | YUM | V | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 69.80% | 41.00% | +28.80 | YUM | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 60.30% | 32.30% | +28.00 | YUM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 16.6x | 28.9x | -12.30 | YUM | /valuation <GO> |
| Free Cash Flow Yield | 3.89% | 2.90% | +0.99 | YUM | /fcf-yield <GO> |
| Operating Margin | 31.30% | 60.00% | -28.70 | V | /operating-margins <GO> |
| Net Profit Margin | 19.00% | 50.10% | -31.10 | V | /net-margins <GO> |
| Revenue Growth (YoY) | 8.80% | 11.30% | -2.50 | V | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 0.63% | +1.24 | YUM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.55 | 9.09 | -6.54 | V | /balance-sheet <GO> |
| Piotroski F-Score Quality | 9/9 | 9/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 7.10% | 0.00 | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 66.8 | 69.4 | -2.62 | V | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.06 | +0.01 | YUM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 25.2x | 34.0x | -8.80 | YUM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $42.18B | $733.53B | -$691.36B | V | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | YUM REV | V REV | YUM GROSS % | V GROSS % | YUM FCF | V FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.21B | $40.00B | 69.8% | 44.0% | $1.64B | $21.26B |
| FY 2024 | $7.55B | $35.93B | 71.9% | 44.0% | $1.43B | $18.33B |
| FY 2023 | $7.08B | $32.65B | 44.0% | 44.0% | $1.28B | $19.29B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
YUM // BETA 1.07
V // BETA 1.06