WPC vs YUMC

Comparison between W. P. Carey Inc (WPC, Company) and Yum China Holdings Inc (YUMC, Company).

WPC is from the Real Estate sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceWPC has outperformed YUMC, delivering a return of +6.8% compared to -5.3%

WPC vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WPC(COMPANY)	YUMC(COMPANY)
Market Cap	$16B	$16B
Max Drawdown	53.34%	57.87%
Sharpe Ratio	1.36	0.15
5Y Beta	0.25	0.64
Industry	Reit - Diversified	Restaurants
P/E Ratio	31.96	17.84
Forward P/E	25.00	15.95
PEG Ratio	1.52	1.97
Dividend Yield	5.02%	2.22%
5Y Dividends CAGR	2.13%	39.10%
5Y EPS CAGR	-0.84%	2.67%
Debt to Equity	104.90%	0.37%
Free Cash Flow Yield	7.85%	5.65%
P/S Ratio	9.47	1.34
P/B Ratio	1.98	3.06

Market Cap

Winner

WPC

$16B

YUMC

$16B

Max Drawdown

Winner

WPC

53.34%

YUMC

57.87%

Sharpe Ratio

Winner

WPC

1.36

YUMC

0.15

5Y Beta

Winner

WPC

0.25

YUMC

0.64

Industry

WPC

Reit - Diversified

YUMC

Restaurants

P/E Ratio

WPC

31.96

Winner

YUMC

17.84

Forward P/E

WPC

25.00

Winner

YUMC

15.95

PEG Ratio

Winner

WPC

1.52

YUMC

1.97

Dividend Yield

Winner

WPC

5.02%

YUMC

2.22%

5Y Dividends CAGR

WPC

2.13%

Winner

YUMC

39.10%

5Y EPS CAGR

WPC

-0.84%

Winner

YUMC

2.67%

Debt to Equity

WPC

104.90%

Winner

YUMC

0.37%

Free Cash Flow Yield

Winner

WPC

7.85%

YUMC

5.65%

P/S Ratio

WPC

9.47

Winner

YUMC

1.34

P/B Ratio

Winner

WPC

1.98

YUMC

3.06

WPC vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	WPC	YUMC
1 month	-0.11%	-6.32%
3 months	+4.93%	-17.60%
6 months	+13.61%	-3.30%
1 year	+26.48%	+4.05%
5 years(CAGR)	+6.82%	-5.26%
10 years(CAGR)	+8.43%	+7.28%
Max(CAGR)	+12.92%	+7.28%

Winner

WPC

-0.11%

YUMC

-6.32%

Winner

WPC

+4.93%

YUMC

-17.60%

Winner

WPC

+13.61%

YUMC

-3.30%

Winner

WPC

+26.48%

YUMC

+4.05%

5Y(CAGR)

Winner

WPC

+6.82%

YUMC

-5.26%

10Y(CAGR)

Winner

WPC

+8.43%

YUMC

+7.28%

Max(CAGR)

Winner

WPC

+12.92%

YUMC

+7.28%

WPC vs YUMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WPC	YUMC
2026	+15.50%	-5.06%
2025	+25.36%	+4.62%
2024	-12.02%	+15.40%
2023	-8.21%	-24.06%
2022	+1.52%	+11.44%
2021	+27.54%	-11.93%
2020	-4.80%	+16.74%
2019	+31.21%	+41.93%
2018	+1.77%	-16.56%
2017	+23.58%	+52.89%
2016	+6.61%	+1.83%
2015	-11.24%	N/A
2014	+21.95%	N/A
2013	+22.94%	N/A
2012	+31.67%	N/A
2011	+39.71%	N/A
2010	+21.00%	N/A
2009	+29.17%	N/A
2008	-23.23%	N/A
2007	+16.43%	N/A
2006	+24.81%	N/A
2005	-22.73%	N/A
2004	+22.91%	N/A
2003	+30.36%	N/A
2002	+15.94%	N/A
2001	+37.80%	N/A
2000	+20.79%	N/A
1999	+2.59%	N/A

WPC vs YUMC Drawdown Comparison

The maximum drawdown for WPC was -52.45%, occurring on Mar 23, 2020. Recovery took 553 trading sessions.

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

The current WPC drawdown is -1.11%. The current YUMC drawdown is -29.93%.

Rank	WPC	YUMC
#1	-52.45% Oct 18, 2019 - Dec 29, 2021	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-48.69% Dec 10, 2007 - Mar 30, 2010	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-36.81% Jul 29, 2022 - Jan 16, 2026	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-29.35% Feb 17, 2005 - Jan 11, 2007	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-24.95% Jan 26, 2015 - Jun 21, 2016	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-23.27% May 20, 2013 - Dec 22, 2014	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-21.73% Aug 1, 2016 - Jul 27, 2017	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-21.29% Jul 21, 2011 - Dec 7, 2011	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-20.87% Oct 14, 2003 - Oct 18, 2004	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-15.71% Nov 21, 2017 - Oct 25, 2018	-9.05% Feb 16, 2021 - May 19, 2021
#11	-15.05% May 9, 2007 - Oct 30, 2007	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-14.04% Oct 31, 2012 - Jan 22, 2013	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-13.39% Jun 15, 2001 - Aug 1, 2001	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-13.19% Jul 29, 2003 - Oct 7, 2003	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-12.50% Mar 23, 2012 - Sep 14, 2012	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between WPC and YUMC is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.59

-101

Dividend Comparison (1999 - 2026)

WPC vs YUMC dividend yield comparison.

Year	WPC	YUMC
2026	1.26%	0.64%
2025	5.62%	2.01%
2024	6.41%	1.33%
2023	7.93%	1.23%
2022	5.43%	0.88%
2021	5.12%	0.96%
2020	5.91%	0.42%
2019	5.17%	1.00%
2018	6.26%	1.25%
2017	7.26%	0.25%
2016	6.65%	0.00%
2015	6.49%	0.00%
2014	5.26%	0.00%
2013	5.70%	0.00%
2012	4.68%	0.00%
2011	5.34%	0.00%
2010	6.48%	0.00%
2009	8.29%	0.00%
2008	8.34%	0.00%
2007	6.47%	0.00%
2006	6.05%	0.00%
2005	7.05%	0.00%
2004	4.99%	0.00%
2003	5.68%	0.00%
2002	6.94%	0.00%
2001	7.33%	0.00%
2000	9.28%	0.00%
1999	2.49%	0.00%