COMPARE · Data as of August 21, 2026
EXPE vs YUMC
Verdict: Side-by-side breakdown using the Bull Rankings model. EXPE scored 69.0, YUMC scored 74.5 — YUMC leads.
Compare another set
EXPE
Expedia Group, Inc.
69
$321.63 · $38.6B
fundamentals as of
Score gap
5.5
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 growthEXPE+12.0%
- Strongest balance sheetYUMC0.38
- Highest qualityEXPE85 / 100
- Largest discount to fair valueEXPE-47%
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)
EXPE
stronger →← stronger
YUMC
85
Qualityreturns · margins · balance sheet
84
50
Growthrevenue & earnings expansion
75
78
Valuevaluation vs sector peers
65
EXPE is stronger on 2 of 3 pillars.
Fundamentals, head-to-head
EXPE
YUMC
$4.5bB
FCF
$940mC+
+12.0%B
Rev
+8.8%B
2.30C
D/E
0.38A-
20.2xB
P/E
18.1xB
1.01B+
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
EXPE
YUMC
47% below
Price vs fair valuelower is cheaper
4% below
~-6%/yr
Growth the price implies10-yr FCF · lower = less priced in
~8%/yr
+60%
1-yr DCF upside
-9%
+88%
5-yr DCF upside
+4%
+136%
10-yr DCF upside
+28%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
EXPE
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
- Cyclical growth
YUMC
Why this score
- Buying back stock
- Raising its dividend
- Durable high returns
The companies
EXPEExpedia Group, Inc.
Why now
Travel Services · market cap $38.6b. 4% off the 52-week high of $335.00. Revenue growing +12%, comfortably above the S&P median. 35 sell-side analysts rate this a Buy with a mean 1-yr target of $336.23 (implying +5% upside).
Moat
Net margin 13% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. Free cash flow runs well ahead of reported net income — non-cash charges (depreciation, intangible amortization) are holding down GAAP earnings while cash generation stays strong.
Risk
D/E 2.30 is elevated — limits strategic flexibility and raises refinancing exposure if rates stay higher for longer.
YUMCYum China Holdings, Inc.
Why now
Restaurants · market cap $16.9b. 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 EXPE by 5.4 points (74.5 to 69.1), its sharpest advantage coming in D/E (grade A-). A contrarian could still prefer EXPE, which trades about 47% below our DCF fair value — a margin of safety the score doesn't reward. All screen as growth-type names but sit in different sectors (Travel Services versus Restaurants), so their grades are relative to different peer sets.
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 EXPE and YUMC diverge
On the headline score the gap is 5.5 points in favor of YUMC. They get there differently, though — each leads on a different pillar, so the better pick depends on which you weight.
- GrowthEXPE 50.0 · YUMC 75.4YUMC +25.4
- ValueEXPE 77.6 · YUMC 65.3EXPE +12.3
- QualityEXPE 84.7 · YUMC 84.0level
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.