COMPARE · Reviewed August 7, 2026
QSR vs YUMC
Verdict: Side-by-side breakdown using the Bull Rankings model. QSR scored 67.4, YUMC scored 73.1 — YUMC leads.
Compare another set
Different reporting periods. QSR's fundamentals are as of June 2026, but YUMC's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
QSR
Restaurant Brands International
67.4
$73.89 · $33.8B
fundamentals as of
Score gap
5.7
YUMC leads
YUMC
Yum China Holdings, Inc.
73.1
$47.72 · $16.3B
fundamentals as of
The model, pillar by pillar (0–100 each)
QSR
stronger →← stronger
YUMC
77
Qualityreturns · margins · balance sheet
84
71
Growthrevenue & earnings expansion
72
56
Valuevaluation vs sector peers
65
YUMC is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
QSR
YUMC
$1.6bC+
FCF
$931mC+
+6.5%C+
Rev
+6.7%C+
2.86C
D/E
0.31A-
18.6xB
P/E
17.5xB+
1.24B
PEG
1.21B
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
QSR
YUMC
24% above
Price vs fair valuelower is cheaper
7% below
~11%/yr
Growth the price implies10-yr FCF · lower = less priced in
~7%/yr
-25%
1-yr DCF upside
-7%
-19%
5-yr DCF upside
+7%
-10%
10-yr DCF upside
+31%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
QSR
Why this score
- Raising its dividend
YUMC
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
QSRRestaurant Brands International
Why now
Restaurants · market cap $33.8b. 10% off the 52-week high of $81.96. 24 sell-side analysts rate this a Buy with a mean 1-yr target of $85.04 (implying +15% upside).
Moat
Net margin 18% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 44% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 96% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.86 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
YUMCYum China Holdings, Inc.
Why now
Restaurants · market cap $16.3b. 18% off the 52-week high of $58.39. 21 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $62.05 (implying +30% 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.