COMPARE · Reviewed July 11, 2026
KTB vs YUMC
Verdict: Side-by-side breakdown using the Bull Rankings model. KTB scored 75.6, YUMC scored 76.2 — YUMC leads.
Compare another set
KTB
Kontoor Brands, Inc.
75.6
$85.66 · $4.7B
Score gap
0.6
YUMC leads
YUMC
Yum China Holdings, Inc.
76.2
$43.02 · $14.8B
The model, pillar by pillar (0–100 each)
KTB
stronger →← stronger
YUMC
78
Qualityreturns · margins · balance sheet
83
91
Growthrevenue & earnings expansion
73
61
Valuevaluation vs sector peers
73
YUMC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
KTB
YUMC
$400mC
FCF
$931mC+
+31.0%A
Rev
+6.7%C+
2.06C
D/E
0.38A-
17.3xB+
P/E
16.5xB+
0.83B+
PEG
1.07B+
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
KTB
YUMC
51% below
Price vs fair valuelower is cheaper
12% below
~-4%/yr
Growth the price implies10-yr FCF · lower = less priced in
~5%/yr
+61%
1-yr DCF upside
+1%
+106%
5-yr DCF upside
+14%
+196%
10-yr DCF upside
+35%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
KTB
Why this score
- Durable high returns
YUMC
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
KTBKontoor Brands, Inc.
Why now
Apparel Manufacturing · market cap $4.7b. 4% off the 52-week high of $88.85. Revenue growing +31% — in hypergrowth territory. PEG 0.83 — paying under fair value for the growth rate. 10 sell-side analysts rate this a Buy with a mean 1-yr target of $92.40 (implying +8% upside).
Moat
ROE 45% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 144% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.06 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
YUMCYum China Holdings, Inc.
Why now
Restaurants · market cap $14.8b. Down 26% from 52-week high of $58.39 — deep drawdown territory. 21 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $61.34 (implying +43% upside).
Moat
ROE 17% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 98% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Mature compounder — the risk is paying up for quality at a moment when growth is decelerating. Watch for sequential revenue + margin trends; the inflection from "compounder" to "ex-compounder" is hard to spot until the multiple already started compressing.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.