EG vs YUMC

Comparison between Everest Group Ltd (EG, Company) and Yum China Holdings Inc (YUMC, Company).

EG is from the Financial Services sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceEG has outperformed YUMC, delivering a return of +11.5% compared to -6.3%

EG vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	EG(COMPANY)	YUMC(COMPANY)
Market Cap	$15B	$15B
Max Drawdown	48.55%	57.87%
Sharpe Ratio	0.50	-0.28
5Y Beta	0.45	0.60
Industry	Insurance - Reinsurance	Restaurants
P/E Ratio	7.55	16.24
Forward P/E	5.48	14.64
PEG Ratio	0.05	1.79
Dividend Yield	2.16%	2.39%
5Y Dividends CAGR	5.23%	29.28%
5Y EPS CAGR	18.30%	2.67%
Debt to Equity	23.47%	0.37%
Free Cash Flow Yield	-0.97%	6.21%
P/S Ratio	0.85	1.22
P/B Ratio	0.96	2.72

Market Cap

$15B

Winner

YUMC

$15B

Max Drawdown

Winner

48.55%

YUMC

57.87%

Sharpe Ratio

Winner

0.50

YUMC

-0.28

5Y Beta

Winner

0.45

YUMC

0.60

Industry

Insurance - Reinsurance

YUMC

Restaurants

P/E Ratio

Winner

7.55

YUMC

16.24

Forward P/E

Winner

5.48

YUMC

14.64

PEG Ratio

Winner

0.05

YUMC

1.79

Dividend Yield

2.16%

Winner

YUMC

2.39%

5Y Dividends CAGR

5.23%

Winner

YUMC

29.28%

5Y EPS CAGR

Winner

18.30%

YUMC

2.67%

Debt to Equity

23.47%

Winner

YUMC

0.37%

Free Cash Flow Yield

-0.97%

Winner

YUMC

6.21%

P/S Ratio

Winner

0.85

YUMC

1.22

P/B Ratio

Winner

0.96

YUMC

2.72

EG vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	EG	YUMC
1 month	+11.34%	-1.64%
3 months	+14.00%	-10.62%
6 months	+19.56%	-7.76%
1 year	+13.52%	-5.39%
5 years(CAGR)	+11.47%	-6.28%
10 years(CAGR)	+10.11%	+6.84%
Max(CAGR)	+12.62%	+6.84%

Winner

+11.34%

YUMC

-1.64%

Winner

+14.00%

YUMC

-10.62%

Winner

+19.56%

YUMC

-7.76%

Winner

+13.52%

YUMC

-5.39%

5Y(CAGR)

Winner

+11.47%

YUMC

-6.28%

10Y(CAGR)

Winner

+10.11%

YUMC

+6.84%

Max(CAGR)

Winner

+12.62%

YUMC

+6.84%

EG vs YUMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	EG	YUMC
2026	+14.35%	-7.76%
2025	-4.38%	+4.62%
2024	+2.24%	+15.40%
2023	+8.03%	-24.06%
2022	+24.22%	+11.44%
2021	+22.98%	-11.93%
2020	-13.47%	+16.74%
2019	+32.66%	+41.93%
2018	+2.96%	-16.56%
2017	+4.61%	+52.89%
2016	+22.44%	+1.83%
2015	+10.90%	N/A
2014	+14.98%	N/A
2013	+42.41%	N/A
2012	+31.62%	N/A
2011	+0.94%	N/A
2010	+1.68%	N/A
2009	+14.90%	N/A
2008	-20.93%	N/A
2007	+3.07%	N/A
2006	-2.07%	N/A
2005	+13.89%	N/A
2004	+7.40%	N/A
2003	+51.87%	N/A
2002	-21.31%	N/A
2001	+3.07%	N/A
2000	+228.18%	N/A
1999	-11.63%	N/A

EG vs YUMC Drawdown Comparison

The maximum drawdown for EG was -46.66%, occurring on Mar 5, 2009. Recovery took 1156 trading sessions.

The maximum drawdown for YUMC was -56.48%, occurring on Jul 25, 2024. This drawdown has not yet recovered.

The current EG drawdown is -3.30%. The current YUMC drawdown is -31.91%.

Rank	EG	YUMC
#1	-46.66% Oct 10, 2007 - May 11, 2012	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-44.72% Oct 16, 2001 - Jun 17, 2003	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-44.22% Feb 13, 2020 - Oct 20, 2021	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-34.76% Jun 29, 2001 - Oct 15, 2001	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-25.10% Dec 27, 2000 - Jun 29, 2001	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-23.41% Oct 4, 2024 - Oct 28, 2025	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-22.27% Jul 24, 2017 - Jul 26, 2019	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-21.90% Apr 6, 2004 - Dec 22, 2004	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-19.72% Nov 14, 2005 - May 18, 2007	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-19.20% Nov 5, 1999 - Feb 17, 2000	-9.05% Feb 16, 2021 - May 19, 2021
#11	-18.99% Apr 1, 2022 - Oct 28, 2022	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-17.22% Jul 16, 2007 - Oct 9, 2007	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-15.05% Nov 27, 2023 - Oct 4, 2024	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-14.96% Mar 31, 2000 - May 15, 2000	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-14.54% Apr 1, 2016 - Oct 25, 2016	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between EG and YUMC is 0.29 which considered as a very weak or no correlation - the stocks move independently of each other.

0.29

-101

Dividend Comparison (1999 - 2026)

EG vs YUMC dividend yield comparison.

Year	EG	YUMC
2026	1.06%	1.32%
2025	2.36%	2.01%
2024	2.14%	1.33%
2023	1.92%	1.23%
2022	1.96%	0.88%
2021	2.26%	0.96%
2020	2.65%	0.42%
2019	2.08%	1.00%
2018	2.43%	1.25%
2017	2.28%	0.25%
2016	2.17%	0.00%
2015	2.18%	0.00%
2014	1.88%	0.00%
2013	1.41%	0.00%
2012	1.75%	0.00%
2011	2.28%	0.00%
2010	2.26%	0.00%
2009	2.24%	0.00%
2008	2.52%	0.00%
2007	1.91%	0.00%
2006	0.61%	0.00%
2005	0.44%	0.00%
2004	0.45%	0.00%
2003	0.43%	0.00%
2002	0.58%	0.00%
2001	0.40%	0.00%
2000	0.17%	0.00%
1999	0.27%	0.00%