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MSCI vs YUM

Comparison between MSCI Inc (MSCI, Company) and Yum Brands Inc (YUM, Company).

MSCI is from the Financial Services sector, while YUM is from the Consumer Cyclical sector.

5-Year PerformanceYUM has outperformed MSCI, delivering a return of +7.3% compared to +6.4%

MSCI vs YUM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
MSCI
$42B
YUM
$42B
Max Drawdown
MSCI
69.06%
Winner
YUM
52.59%
Sharpe Ratio
MSCI
0.24
Winner
YUM
0.30
5Y Beta
MSCI
0.72
Winner
YUM
0.33
Industry
MSCI
Financial Data & Stock Exchanges
YUM
Restaurants
P/E Ratio
MSCI
32.90
Winner
YUM
29.19
Forward P/E
MSCI
29.59
Winner
YUM
23.58
PEG Ratio
Winner
MSCI
1.57
YUM
1.89
Dividend Yield
MSCI
1.28%
Winner
YUM
1.42%
5Y Dividends CAGR
Winner
MSCI
24.94%
YUM
13.45%
5Y EPS CAGR
Winner
MSCI
17.64%
YUM
4.44%
Debt to Equity
Winner
MSCI
-230.84%
YUM
-24.04%
Free Cash Flow Yield
MSCI
3.68%
Winner
YUM
3.89%
P/S Ratio
MSCI
13.07
Winner
YUM
4.96
P/B Ratio
Winner
MSCI
37.57
YUM
212.08

MSCI vs YUM - Historical Returns

Returns include dividend reinvestment.

1M
MSCI
-2.85%
Winner
YUM
-2.46%
3M
Winner
MSCI
+9.72%
YUM
-6.79%
6M
Winner
MSCI
+5.52%
YUM
+2.37%
1Y
MSCI
+5.84%
Winner
YUM
+8.70%
5Y(CAGR)
MSCI
+6.37%
Winner
YUM
+7.30%
10Y(CAGR)
Winner
MSCI
+24.03%
YUM
+12.50%
Max(CAGR)
Winner
MSCI
+19.18%
YUM
+14.19%

MSCI vs YUM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearMSCIYUM
2026+4.91%+3.57%
2025-2.69%+15.48%
2024+9.21%+6.04%
2023+23.97%+4.85%
2022-21.13%-4.39%
2021+40.95%+33.42%
2020+69.23%+8.28%
2019+77.76%+12.00%
2018+16.88%+14.62%
2017+62.75%+31.34%
2016+12.99%+25.64%
2015+53.19%+3.23%
2014+10.40%-0.99%
2013+36.07%+14.89%
2012-5.55%+15.43%
2011-16.53%+22.65%
2010+21.83%+42.77%
2009+70.51%+12.02%
2008-47.53%-15.12%
2007+47.13%+32.14%
2006N/A+27.11%
2005N/A+1.00%
2004N/A+41.41%
2003N/A+36.94%
2002N/A+7.15%
2001N/A+54.04%
2000N/A-11.55%
1999N/A-4.76%

MSCI vs YUM Drawdown Comparison

The maximum drawdown for MSCI was -69.06%, occurring on Nov 20, 2008. Recovery took 750 trading sessions.

The maximum drawdown for YUM was -52.17%, occurring on Mar 23, 2020. Recovery took 401 trading sessions.

The current MSCI drawdown is -8.15%. The current YUM drawdown is -7.74%.

RankMSCIYUM
#1-69.06%
Dec 31, 2007 - Dec 21, 2010
-52.17%
Sep 6, 2019 - Apr 12, 2021
#2-43.74%
Nov 16, 2021 - May 9, 2022
-47.37%
Nov 15, 1999 - May 29, 2001
#3-36.06%
Dec 27, 2010 - Sep 16, 2013
-45.50%
May 15, 2008 - Apr 5, 2010
#4-32.21%
Feb 19, 2020 - Apr 27, 2020
-35.21%
Jun 20, 2002 - Oct 16, 2003
#5-25.58%
Sep 4, 2018 - Feb 28, 2019
-30.00%
May 20, 2015 - Jan 24, 2017
#6-14.93%
Jul 31, 2015 - Nov 2, 2015
-23.10%
Dec 31, 2021 - Apr 17, 2023
#7-14.85%
Jul 18, 2019 - Nov 1, 2019
-20.23%
Jun 13, 2001 - Oct 18, 2001
#8-14.11%
Aug 31, 2016 - Feb 3, 2017
-18.81%
Jul 14, 2014 - Apr 22, 2015
#9-13.71%
Jul 27, 2020 - Nov 4, 2020
-17.89%
May 2, 2023 - Mar 7, 2024
#10-13.50%
May 18, 2020 - Jul 6, 2020
-17.43%
Oct 30, 2007 - Apr 23, 2008
#11-13.49%
Sep 18, 2014 - Nov 24, 2014
-16.21%
Nov 29, 2012 - Jul 26, 2013
#12-13.30%
Dec 29, 2015 - Feb 22, 2016
-16.03%
May 15, 2006 - Oct 4, 2006
#13-13.21%
Jan 12, 2021 - Apr 12, 2021
-15.82%
Apr 20, 2012 - Nov 19, 2012
#14-12.38%
Mar 12, 2014 - Jul 1, 2014
-15.36%
Jul 1, 2011 - Dec 1, 2011
#15-11.20%
Sep 24, 2021 - Oct 29, 2021
-15.08%
Nov 22, 2013 - Apr 25, 2014

Correlation

Correlation between MSCI and YUM is 0.95 which considered as a very strong positive correlation - the stocks move almost identically together.

0.95
-101

Dividend Comparison (2002 - 2026)

MSCI vs YUM dividend yield comparison.

YearMSCIYUM
20260.70%0.48%
20251.25%1.88%
20241.07%2.00%
20230.98%1.85%
20220.98%1.78%
20210.59%1.44%
20200.65%1.73%
20190.98%1.67%
20181.30%1.57%
20171.04%1.47%
20161.27%41.26%
20151.11%2.31%
20140.38%2.09%
20130.00%1.82%
20120.00%1.79%
20110.00%1.75%
20100.00%1.79%
20090.00%2.23%
20080.00%2.16%
20070.00%1.37%
20060.00%0.90%
20050.00%0.92%
20040.00%0.42%
20020.00%8.26%

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