YUMC vs ESS

Comparison between Yum China Holdings Inc (YUMC, Company) and Essex Property Trust Inc (ESS, Company).

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

5-Year PerformanceESS has outperformed YUMC, delivering a return of +1.7% compared to -4.2%

YUMC vs ESS - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	YUMC(COMPANY)	ESS(COMPANY)
Market Cap	$17B	$17B
Max Drawdown	57.87%	65.33%
Sharpe Ratio	0.37	-0.25
5Y Beta	0.64	0.61
Industry	Restaurants	Reit - Residential
P/E Ratio	19.27	28.57
Forward P/E	16.26	47.62
PEG Ratio	2.79	7.02
Dividend Yield	2.10%	3.85%
5Y Dividends CAGR	39.10%	9.11%
5Y EPS CAGR	5.63%	6.35%
Debt to Equity	0.56%	125.78%
Free Cash Flow Yield	4.87%	6.29%
P/S Ratio	1.42	9.37
P/B Ratio	3.12	3.15

Market Cap

Winner

YUMC

$17B

ESS

$17B

Max Drawdown

Winner

YUMC

57.87%

ESS

65.33%

Sharpe Ratio

Winner

YUMC

0.37

ESS

-0.25

5Y Beta

YUMC

0.64

Winner

ESS

0.61

Industry

YUMC

Restaurants

ESS

Reit - Residential

P/E Ratio

Winner

YUMC

19.27

ESS

28.57

Forward P/E

Winner

YUMC

16.26

ESS

47.62

PEG Ratio

Winner

YUMC

2.79

ESS

7.02

Dividend Yield

YUMC

2.10%

Winner

ESS

3.85%

5Y Dividends CAGR

Winner

YUMC

39.10%

ESS

9.11%

5Y EPS CAGR

YUMC

5.63%

Winner

ESS

6.35%

Debt to Equity

Winner

YUMC

0.56%

ESS

125.78%

Free Cash Flow Yield

YUMC

4.87%

Winner

ESS

6.29%

P/S Ratio

Winner

YUMC

1.42

ESS

9.37

P/B Ratio

Winner

YUMC

3.12

ESS

3.15

YUMC vs ESS - Historical Returns

Returns include dividend reinvestment.

Period	YUMC	ESS
1 month	-5.88%	+4.65%
3 months	-17.98%	+3.35%
6 months	+8.73%	+3.33%
1 year	+8.95%	-2.66%
5 years(CAGR)	-4.15%	+1.75%
10 years(CAGR)	+7.65%	+4.61%
Max(CAGR)	+7.65%	+12.37%

YUMC

-5.88%

Winner

ESS

+4.65%

YUMC

-17.98%

Winner

ESS

+3.35%

Winner

YUMC

+8.73%

ESS

+3.33%

Winner

YUMC

+8.95%

ESS

-2.66%

5Y(CAGR)

YUMC

-4.15%

Winner

ESS

+1.75%

10Y(CAGR)

Winner

YUMC

+7.65%

ESS

+4.61%

Max(CAGR)

YUMC

+7.65%

Winner

ESS

+12.37%

YUMC vs ESS - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	YUMC	ESS
2026	-2.10%	+3.71%
2025	+4.62%	-3.83%
2024	+15.40%	+17.40%
2023	-24.06%	+22.28%
2022	+11.44%	-38.03%
2021	-11.93%	+58.50%
2020	+16.74%	-17.37%
2019	+41.93%	+30.50%
2018	-16.56%	+5.33%
2017	+52.89%	+8.31%
2016	+1.83%	+0.75%
2015	N/A	+16.75%
2014	N/A	+45.18%
2013	N/A	-0.03%
2012	N/A	+7.66%
2011	N/A	+23.84%
2010	N/A	+43.89%
2009	N/A	+18.33%
2008	N/A	-16.57%
2007	N/A	-22.09%
2006	N/A	+40.90%
2005	N/A	+15.86%
2004	N/A	+36.53%
2003	N/A	+31.76%
2002	N/A	+9.40%
2001	N/A	-3.68%
2000	N/A	+72.93%
1999	N/A	+5.90%

YUMC vs ESS Drawdown Comparison

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

The maximum drawdown for ESS was -62.70%, occurring on Mar 2, 2009. Recovery took 1021 trading sessions.

The current YUMC drawdown is -27.74%. The current ESS drawdown is -14.53%.

Rank	YUMC	ESS
#1	-56.48% Jun 2, 2021 - Jul 25, 2024	-62.70% Feb 8, 2007 - Feb 28, 2011
#2	-34.75% Jan 26, 2018 - Apr 30, 2019	-44.85% Oct 21, 2019 - Jul 8, 2021
#3	-21.07% Jan 17, 2020 - Apr 29, 2020	-43.86% Apr 21, 2022 - Mar 23, 2023
#4	-18.78% Apr 30, 2019 - Sep 12, 2019	-23.28% Dec 18, 2000 - Mar 22, 2002
#5	-16.19% Jun 7, 2017 - Oct 9, 2017	-20.97% Dec 30, 2015 - Mar 23, 2017
#6	-13.74% Nov 22, 2016 - Apr 6, 2017	-19.82% Sep 8, 2011 - Oct 27, 2011
#7	-13.60% Sep 1, 2020 - Nov 11, 2020	-18.00% Sep 11, 2017 - Nov 28, 2018
#8	-13.50% Sep 12, 2019 - Dec 16, 2019	-17.84% Jun 27, 2002 - Mar 21, 2003
#9	-12.58% Apr 29, 2020 - Jun 8, 2020	-17.33% Dec 15, 2004 - Jun 10, 2005
#10	-9.05% Feb 16, 2021 - May 19, 2021	-16.57% Jul 22, 2013 - Feb 11, 2014
#11	-8.20% Jun 8, 2020 - Jul 15, 2020	-16.31% Oct 27, 2011 - Jan 26, 2012
#12	-7.78% Oct 9, 2017 - Jan 9, 2018	-15.85% Jul 22, 2011 - Aug 31, 2011
#13	-7.27% Nov 24, 2020 - Feb 9, 2021	-13.24% Jul 17, 2012 - Apr 8, 2013
#14	-6.16% Nov 4, 2016 - Nov 18, 2016	-12.93% May 21, 2013 - Jul 22, 2013
#15	-5.58% Jul 29, 2020 - Aug 6, 2020	-12.76% Mar 20, 2015 - Oct 19, 2015

Correlation

Correlation between YUMC and ESS is 0.31 which considered as a weak positive correlation - the stocks show a slight tendency to move together.

0.31

-101

Dividend Comparison (1999 - 2026)

YUMC vs ESS dividend yield comparison.

Year	YUMC	ESS
2026	0.62%	1.96%
2025	2.01%	3.88%
2024	1.33%	2.57%
2023	1.23%	3.73%
2022	0.88%	4.15%
2021	0.96%	2.37%
2020	0.42%	3.50%
2019	1.00%	2.59%
2018	1.25%	3.03%
2017	0.25%	2.90%
2016	0.00%	2.75%
2015	0.00%	2.41%
2014	0.00%	2.47%
2013	0.00%	3.37%
2012	0.00%	3.00%
2011	0.00%	2.96%
2010	0.00%	3.62%
2009	0.00%	4.93%
2008	0.00%	5.32%
2007	0.00%	3.82%
2006	0.00%	2.60%
2005	0.00%	3.51%
2004	0.00%	3.77%
2003	0.00%	4.86%
2002	0.00%	6.06%
2001	0.00%	5.67%
2000	0.00%	4.32%
1999	0.00%	1.62%