WSO-B vs YUMC

Comparison between Watsco Inc - Class B (WSO-B, Company) and Yum China Holdings Inc (YUMC, Company).

WSO-B is from the Industrials sector, while YUMC is from the Consumer Cyclical sector.

5-Year PerformanceWSO-B has outperformed YUMC, delivering a return of +11.8% compared to -4.2%

WSO-B vs YUMC - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	WSO-B(COMPANY)	YUMC(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	57.77%	57.87%
Sharpe Ratio	-0.01	0.37
5Y Beta	0.05	0.64
Industry	Industrial Distribution	Restaurants
P/E Ratio	30.61	19.27
Forward P/E	34.36	16.26
PEG Ratio	0.35	2.79
Dividend Yield	2.65%	2.10%
5Y Dividends CAGR	11.07%	39.10%
5Y EPS CAGR	19.02%	5.63%
Debt to Equity	0.00%	0.56%
Free Cash Flow Yield	3.12%	4.87%
P/S Ratio	2.54	1.42
P/B Ratio	6.62	3.12

Market Cap

WSO-B

$17B

Winner

YUMC

$17B

Max Drawdown

Winner

WSO-B

57.77%

YUMC

57.87%

Sharpe Ratio

WSO-B

-0.01

Winner

YUMC

0.37

5Y Beta

Winner

WSO-B

0.05

YUMC

0.64

Industry

WSO-B

Industrial Distribution

YUMC

Restaurants

P/E Ratio

WSO-B

30.61

Winner

YUMC

19.27

Forward P/E

WSO-B

34.36

Winner

YUMC

16.26

PEG Ratio

Winner

WSO-B

0.35

YUMC

2.79

Dividend Yield

Winner

WSO-B

2.65%

YUMC

2.10%

5Y Dividends CAGR

WSO-B

11.07%

Winner

YUMC

39.10%

5Y EPS CAGR

Winner

WSO-B

19.02%

YUMC

5.63%

Debt to Equity

Winner

WSO-B

0.00%

YUMC

0.56%

Free Cash Flow Yield

WSO-B

3.12%

Winner

YUMC

4.87%

P/S Ratio

WSO-B

2.54

Winner

YUMC

1.42

P/B Ratio

WSO-B

6.62

Winner

YUMC

3.12

WSO-B vs YUMC - Historical Returns

Returns include dividend reinvestment.

Period	WSO-B	YUMC
1 month	+24.19%	-5.88%
3 months	+17.61%	-17.98%
6 months	+25.93%	+8.73%
1 year	-0.80%	+8.95%
5 years(CAGR)	+11.80%	-4.15%
10 years(CAGR)	+16.48%	+7.65%
Max(CAGR)	+18.68%	+7.65%

Winner

WSO-B

+24.19%

YUMC

-5.88%

Winner

WSO-B

+17.61%

YUMC

-17.98%

Winner

WSO-B

+25.93%

YUMC

+8.73%

WSO-B

-0.80%

Winner

YUMC

+8.95%

5Y(CAGR)

Winner

WSO-B

+11.80%

YUMC

-4.15%

10Y(CAGR)

Winner

WSO-B

+16.48%

YUMC

+7.65%

Max(CAGR)

Winner

WSO-B

+18.68%

YUMC

+7.65%

WSO-B vs YUMC - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	WSO-B	YUMC
2026	+36.07%	-2.10%
2025	-35.00%	+4.62%
2024	+29.76%	+15.40%
2023	+72.26%	-24.06%
2022	-15.13%	+11.44%
2021	+35.54%	-11.93%
2020	+33.33%	+16.74%
2019	+39.93%	+41.93%
2018	-17.47%	-16.56%
2017	+17.13%	+52.89%
2016	+28.64%	+1.83%
2015	+13.57%	N/A
2014	+15.01%	N/A
2013	+27.46%	N/A
2012	+23.08%	N/A
2011	+7.48%	N/A
2010	+33.77%	N/A
2009	+30.70%	N/A
2008	+10.80%	N/A
2007	-21.24%	N/A
2006	-24.11%	N/A
2005	+76.20%	N/A
2004	+50.20%	N/A
2003	+40.14%	N/A
2002	+18.56%	N/A
2001	+26.36%	N/A
2000	+0.88%	N/A
1999	+9.76%	N/A

WSO-B vs YUMC Drawdown Comparison

The maximum drawdown for WSO-B was -55.07%, occurring on Jan 18, 2008. Recovery took 1210 trading sessions.

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

The current WSO-B drawdown is -11.56%. The current YUMC drawdown is -27.74%.

Rank	WSO-B	YUMC
#1	-55.07% Feb 27, 2006 - Dec 15, 2010	-56.48% Jun 2, 2021 - Jul 25, 2024
#2	-43.29% May 23, 2000 - Mar 8, 2002	-34.75% Jan 26, 2018 - Apr 30, 2019
#3	-35.00% Nov 21, 2024 - Dec 31, 2025	-21.07% Jan 17, 2020 - Apr 29, 2020
#4	-32.93% May 3, 2002 - Sep 5, 2003	-18.78% Apr 30, 2019 - Sep 12, 2019
#5	-30.91% Nov 15, 1999 - Apr 24, 2000	-16.19% Jun 7, 2017 - Oct 9, 2017
#6	-30.00% Jun 12, 2018 - Jan 15, 2020	-13.74% Nov 22, 2016 - Apr 6, 2017
#7	-28.84% Apr 6, 2011 - Feb 3, 2012	-13.60% Sep 1, 2020 - Nov 11, 2020
#8	-24.48% Jan 5, 2022 - Feb 2, 2023	-13.50% Sep 12, 2019 - Dec 16, 2019
#9	-21.28% Jan 15, 2020 - Jun 3, 2020	-12.58% Apr 29, 2020 - Jun 8, 2020
#10	-16.87% Oct 26, 2015 - Mar 18, 2016	-9.05% Feb 16, 2021 - May 19, 2021
#11	-16.42% Apr 22, 2014 - Dec 12, 2014	-8.20% Jun 8, 2020 - Jul 15, 2020
#12	-16.17% Jul 18, 2012 - Sep 13, 2012	-7.78% Oct 9, 2017 - Jan 9, 2018
#13	-15.33% Apr 22, 2004 - Sep 2, 2004	-7.27% Nov 24, 2020 - Feb 9, 2021
#14	-13.74% Dec 8, 2016 - Jun 23, 2017	-6.16% Nov 4, 2016 - Nov 18, 2016
#15	-12.75% Apr 18, 2018 - Jun 12, 2018	-5.58% Jul 29, 2020 - Aug 6, 2020

Correlation

Correlation between WSO-B and YUMC is 0.34 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.34

-101

Dividend Comparison (2000 - 2026)

WSO-B vs YUMC dividend yield comparison.

Year	WSO-B	YUMC
2026	1.39%	0.62%
2025	3.45%	2.01%
2024	1.97%	1.33%
2023	2.32%	1.23%
2022	3.39%	0.88%
2021	2.49%	0.96%
2020	2.97%	0.42%
2019	3.53%	1.00%
2018	4.14%	1.25%
2017	2.73%	0.25%
2016	2.42%	0.00%
2015	2.36%	0.00%
2014	1.87%	0.00%
2013	1.19%	0.00%
2012	10.04%	0.00%
2011	3.35%	0.00%
2010	3.18%	0.00%
2009	3.80%	0.00%
2008	4.56%	0.00%
2007	3.60%	0.00%
2006	2.00%	0.00%
2005	1.03%	0.00%
2004	1.10%	0.00%
2003	0.87%	0.00%
2002	0.69%	0.00%
2001	0.74%	0.00%
2000	0.89%	0.00%