This summary was created by AI, based on 5 opinions in the last 12 months.
Yum China Holdings Inc (YUMC-N) is viewed positively by the experts, who highlight its strong management, best-in-class growth, and rock-solid balance sheet with no debt. The company's valuation is seen as discounted due to negative sentiment on the Chinese economy, providing a massive opportunity for growth over the next 10 years. YUMC has come out strong after being hurt by Covid and is considered a lower-risk way to play a Chinese recovery. The stock is viewed as a top pick with significant potential for growth and value appreciation.
Uncertainty with QSR is that previous changes were difficult because it's a multi-brand platform. Valuation is very reasonable. Very good growth profile and management. Balance sheet is not investment grade, and some don't care. He cares, as it's difficult to grow if you're not investment grade. Investment grade gives you much larger pool of people who can supply capital.
Likes QSR, but owns YUMC instead. YUMC wins from a valuation and growth perspective, but also has more geopolitical risk.
Wins big on valuation. Massive amount of cash on balance sheet, no debt. Trades around 14x earnings. Valuation due to negative sentiment on Chinese economy. Very robust FCF yield. Massive opportunity for growth over the next 10 years at a very discounted valuation. Yield is 1.7%.
Hurt by Covid, but has come out flying. Took advantage of low interest rates to accelerate store rollouts. A lower-risk way to play a Chinese recovery.
Valuation is in the dumps. First-class operator. Rock-solid balance sheet, no debt at all. Net cash north of $2.5B. Great management team and digital capabilities. With cash so available, increased store count during distressed times. Unique, best of breed, depressed valuation of 16x adjusted earnings.
Over 400M loyalty members on digital app, more than entire US population, which highlights just how well they can grow. Better growth outlook than almost everyone in its space. Yield is 1.6%.
Spun off by Yum! Brands, so pure-play China but with western governance. Lower-risk way to play exceptional growth in China. Pristine balance sheet with more than $3B cash. Strong management. Accelerating store buildout. Amazing digital capabilities. Amazing valuation. Yield is 1%.
(Analysts’ price target is $61.78)Can play offense aggressively. About $3B in net cash on balance sheet. Used excess capital to accelerate store buildout and growth profile. Results from this won't be seen for 5-10 years. Wonderful management and best-in-class digital capabilities. Pursued vertical integration to secure product availability. Yield is 0.90%.
(Analysts’ price target is $72.92)Exceptionally well run. Amazing digital capabilities. China is an unpenetrated market. Negatively affected by sentiment, and that's when you want to take advantage. Still holds, and would be willing to buy today.
Yum China Holdings Inc is a American stock, trading under the symbol YUMC-N on the New York Stock Exchange (YUMC). It is usually referred to as NYSE:YUMC or YUMC-N
In the last year, 2 stock analysts published opinions about YUMC-N. 2 analysts recommended to BUY the stock. 0 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for Yum China Holdings Inc.
Yum China Holdings Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for Yum China Holdings Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
2 stock analysts on Stockchase covered Yum China Holdings Inc In the last year. It is a trending stock that is worth watching.
On 2024-12-06, Yum China Holdings Inc (YUMC-N) stock closed at a price of $48.83.
Would continue to buy today. First-class operator. Best-in-class growth, lowest-in-class valuation. Sold off hard along with the rest of China. As part of a diversified portfolio, you want some EM exposure. Trades at 12x earnings, much less than NA peers.