Yum China Holdings Stock Alpha and Beta Analysis
| YUMC Stock | USD 38.41 1.05 2.81% |
This module allows you to check different measures of market premium (i.e., alpha and beta) for all equities such as Yum China Holdings. It also helps investors analyze the systematic and unsystematic risks associated with investing in Yum China over a specified time horizon. Remember, high Yum China's alpha is almost always a sign of good performance; however, a high beta will depend on investors' risk tolerance level and may signal increased volatility and potential future overvaluation. Key technical indicators related to Yum China's market risk premium analysis include:
Beta 1.73 | Alpha 0.0651 | Risk 2.5 | Sharpe Ratio 0.0564 | Expected Return 0.14 |
Enterprise Value |
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Alpha is a measure of relative performance on a risk-adjusted basis, while beta measures volatility against the benchmark. The goal is to know if an investor is being compensated for the volatility risk taken. The return on investment might be better than its reference but still not compensate for the assumption of the risk.
Yum |
Yum China Market Premiums
Investors always prefer to have the highest possible return on investment, coupled with the lowest possible volatility. Yum China market risk premium is the additional return an investor will receive from holding Yum China long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Yum China. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Alpha and beta are two of the key measurements used to evaluate Yum China's performance over market.| α | 0.07 | β | 1.73 |
Yum China expected buy-and-hold returns
Although buy-and-hold investment strategy may not appeal to all investors, it may be used as a good measure of Yum China's Buy-and-hold return. Our buy-and-hold chart shows how Yum China performed over your current time horizon against a typical interest-earning bank account and a selected benchmark.Yum China Market Price Analysis
Market price analysis indicators help investors to evaluate how Yum China stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing, and determine when trading Yum China shares will generate the highest return on investment. By understating and applying Yum China stock market price indicators, traders can identify Yum China position entry and exit signals to maximize returns.
Yum China Return and Market Media
The median price of Yum China for the period between Mon, Feb 5, 2024 and Sun, May 5, 2024 is 39.56 with a coefficient of variation of 5.41. The daily time series for the period is distributed with a sample standard deviation of 2.14, arithmetic mean of 39.51, and mean deviation of 1.75. The Stock received substential amount of media coverage during this period. Price Growth (%) |
| Timeline |
1 | Acquisition by Leila Zhang of 8828 shares of Yum China subject to Rule 16b-3 | 02/12/2024 |
2 | YUMC or CMG Which Is the Better Value Stock Right Now | 03/06/2024 |
3 | Darden Gears Up for Q3 Earnings Whats in Store | 03/18/2024 |
| Yum China dividend paid on 26th of March 2024 | 03/26/2024 |
4 | Yum China CEO Joey Wat Releases Annual Letter to Stockholders | 04/11/2024 |
5 | Chipotle Q1 Earnings Revenues Beat Estimates, Rise YY | 04/25/2024 |
6 | Yum China Holdings earnings beat by 0.06, revenue fell short of estimates | 04/29/2024 |
7 | Q1 2024 Yum China Holdings Inc Earnings Call Transcript | 04/30/2024 |
8 | Starbucks Down on Q2 Earnings Miss, 24 View Revised | 05/01/2024 |
9 | Yum China Holdings, Inc. Beat Analyst Estimates See What The Consensus Is Forecasting For This Year | 05/03/2024 |
About Yum China Beta and Alpha
For many years both, Alpha and Beta indicators are used by professional money managers as critical performance measurement tools across virtually all financial instruments including Yum or other stocks. Alpha measures the amount that position in Yum China Holdings has returned in comparison to a selected market index or another relevant benchmark. In other words, Alpha is the excess return on an investment relative to the performance of your selected benchmark. Beta, on the other hand, measures the relative risk of your investment.
| 2021 | 2022 | 2023 | 2024 (projected) | Dividend Yield | 0.009652 | 0.00878 | 0.0122 | 0.006318 | Price To Sales Ratio | 2.13 | 2.4 | 1.61 | 1.46 |
Yum China Upcoming Company Events
As portrayed in its financial statements, the presentation of Yum China's financial position is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Yum China's leadership is honest, while the outside auditors are strict and uncompromising. Whatever the case, investors should always follow all of Yum China's public filing events to personally review all filings and be reasonable and skeptical to interpret all of the financial statements of Yum China. Please utilize our Beneish M Score to check the likelihood of Yum China's management manipulating its earnings.
| 6th of February 2024 Upcoming Quarterly Report | View | |
| 7th of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 6th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Build Portfolio with Yum China
Your optimized portfolios are the building block of your wealth. We provide an intuitive interface to determine which securities in a portfolio should be removed or rebalanced to achieve better diversification, find the right mix of securities that minimizes portfolio risk for a given return, or maximize portfolio expected return for a given risk level.Build Diversified Portfolios
Align your risk with return expectations
Check out Yum China Backtesting, Yum China Valuation, Yum China Correlation, Yum China Hype Analysis, Yum China Volatility, Yum China History and analyze Yum China Performance. You can also try the Earnings Calls module to check upcoming earnings announcements updated hourly across public exchanges.
Complementary Tools for Yum Stock analysis
When running Yum China's price analysis, check to measure Yum China's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Yum China is operating at the current time. Most of Yum China's value examination focuses on studying past and present price action to predict the probability of Yum China's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Yum China's price. Additionally, you may evaluate how the addition of Yum China to your portfolios can decrease your overall portfolio volatility.
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Yum China technical stock analysis exercises models and trading practices based on price and volume transformations, such as the moving averages, relative strength index, regressions, price and return correlations, business cycles, stock market cycles, or different charting patterns.