COMPARE · Data as of August 21, 2026
CMG vs YUMC
Verdict: Side-by-side breakdown using the Bull Rankings model. CMG scored 65.9, YUMC scored 74.5 — YUMC leads.
Compare another set
CMG
Chipotle Mexican Grill, Inc.
65.9
$36.90 · $46.7B
fundamentals as of
Score gap
8.6
YUMC leads
YUMC
Yum China Holdings, Inc.
74.5
$49.52 · $16.9B
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
- CheapestYUMC18.1x
- Fastest growthYUMC+8.8%
- Strongest balance sheetYUMC0.38
- Highest qualityYUMC84 / 100
- Largest discount to fair valueYUMC-4%
Side by side · every name on one set of axes
Growth against the P/E multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
CMG
stronger →← stronger
YUMC
83
Qualityreturns · margins · balance sheet
84
75
Growthrevenue & earnings expansion
75
46
Valuevaluation vs sector peers
65
YUMC is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
CMG
YUMC
$1.6bC+
FCF
$940mC+
+7.3%B
Rev
+8.8%B
2.46C
D/E
0.38A-
34.2xC
P/E
18.1xB
1.87C+
PEG
1.19B+
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
CMG
YUMC
35% above
Price vs fair valuelower is cheaper
4% below
~19%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
-40%
1-yr DCF upside
-9%
-26%
5-yr DCF upside
+4%
0%
10-yr DCF upside
+28%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
CMG
Why this score
- Buying back stock
- Durable high returns
YUMC
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
CMGChipotle Mexican Grill, Inc.
Why now
Restaurants · market cap $46.7b. 15% off the 52-week high of $43.59. 32 sell-side analysts rate this a Buy with a mean 1-yr target of $43.80 (implying +19% upside).
Moat
ROE 65% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. FCF converts 111% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
D/E 2.46 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer. Trailing P/E 34x sits well above the S&P median (~20x) — multiple compression is a real risk if revenue growth decelerates.
YUMCYum China Holdings, Inc.
Why now
Restaurants · market cap $16.9b. 15% 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 +25% upside).
Moat
ROE 18% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 96% 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
YUMC leads CMG by 6.8 points (75.4 to 68.6), its sharpest advantage coming in D/E (grade A-).
Our AI analyst is busy right now, so this verdict is drawn directly from the pillars, grades and DCF above.
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.
Where CMG and YUMC diverge
On the headline score the gap is 8.6 points in favor of YUMC. The widest single difference is Value, where YUMC leads by 19.3 points.
- ValueCMG 46.0 · YUMC 65.3YUMC +19.3
- QualityCMG 82.8 · YUMC 84.0level
- GrowthCMG 75.1 · YUMC 75.4level
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.