YUMC Yum China Holdings, Inc. Common Stock
XNYS 46.70 DelayedStock quote, options chain, IV rank, technicals, AI analysis, and institutional ownership. Iron condor setups Expected move IV rank history Fibonacci levels Insider trading
Market data may be delayed, incomplete, or inaccurate. Not a recommendation to buy, sell, or hold any security. Verify quotes with your broker before trading. See Terms §17.
YUMC
$46.70
—
Key stats
$46.70
- 52-Week Range
- $39.72 – $58.39
- YTD
- -3.05%
- IV Rank (30D)
- 82.46
- Straddle Price
- $4.17
- P/C Vol Ratio
- 0.21
- Market Cap
- $15.4B
- Open
- $46.49
- Day Range
- $46.32 – $46.97
- Volume
- 49,273
- Prev Close
- $45.78
Fair Value
MODEL: NEUTRAL
A blended fair-value estimate combining up to six valuation methods. Each method is weighted by how well it fits the company — DCF down-weights for unprofitable names; DDM only fires for steady dividend payers; comparables down-weight when peer multiples disagree.
- DCF (quality-aware) — projects free cash flow with a horizon that scales to business quality. True compounders (quality 6/6) get 10 years explicit + 10 years fade before terminal; cyclical/struggling names (quality 0-1) get a 5-year terminal cliff. Quality is scored from ROE, gross margin, growth, FCF margin, debt load, and FCF consistency — the same factors that drive market premium for compounders.
- Market-Implied Growth (in Model Inputs) — reverse-DCF that answers "what growth rate is the market pricing in?". Lets you sanity-check the deviation: if implied growth is plausible for the business, the model's bearish flag may be wrong; if implausible, the market may be over-extrapolating.
- DDM (Gordon Growth Dividend Model) — values the stream of future dividends. Only used when trailing yield ≥ 2% and dividend payments are stable — below that the dividend is a token payout and Gordon (which values only the dividend stream) systematically underprices growth names, so those route to DCF + comparables + market anchor instead.
- P/E, EV/EBITDA, P/B, P/S — applies the peer-group median multiple to this company's per-share metric. Peers come from the same set as the "Related symbols" card. Earnings/sales metrics are forward-tilted by the company's recent revenue growth (capped at 25%) so they're comparable to peers' growth-embedded multiples — mimics how analysts use NTM rather than TTM. Per-multiple weights are biased by company quality (e.g. P/B down-weighted for asset-light tech).
- Market Anchor (SMA50) — the 50-day moving average, weighted by recent trading-range stability (tighter Bollinger bands → higher weight). Captures information fundamentals miss (forward consensus, sentiment, supply/demand) — but only when recent trading is steady enough that the market has converged on a view. During wild breakouts or breakdowns the anchor's weight collapses.
- Options Expected (B-L 30d) — the risk-neutral expected stock price at 30-day options expiration, derived from the full implied-volatility surface via Breeden-Litzenberger (second derivative of call price wrt strike → implied PDF, then E[S_T]). Forward-looking, captures all options-implied information (smile, skew, term structure) in one number. Weighted by chain liquidity. SP500-only at present (pre-computed daily). Backtest evidence: adds modest alpha across most bucket × holding combos.
- Blended value — weighted average. Confidence reflects how many methods fired and how tight peer dispersion is.
- Deviation pill — green when blended FV ≥ 10% above current price (undervalued); red when ≥ 10% below; grey otherwise.
| 10-yr Treasury (rf) | 5.05% |
| Beta vs SPY | 0.64 |
| Cost of Equity (CAPM) | 8.23% (VRP-adj) |
| WACC | 8.23% |
| Volatility Risk Premium | +46.7pp (IV − HV30) |
| Effective Tax Rate | 27.0% |
| Rev. Growth (YoY, DCF input) | +17.4% |
| DCF Horizon | 12 years explicit + fade |
| Forward Tilt (NTM/TTM) | ×1.10 (applied to P/E, EV/EBITDA, P/S) |
| Free Cash Flow (TTM) | $0.9B |
| Return on Equity (TTM) | 18.2% |
| Book / Price | 36.3% — banking bias active (P/B is primary) |
| Gross Margin (TTM) | 26.2% |
| FCF Margin (TTM) | 7.8% |
| Debt / Equity | 0.01 |
| Quality Score | 4/6 — high quality (12y DCF) |
| Market-Implied Growth | +2.1% (reverse-DCF on current price) |
| SMA 50 | $43.39 (Market Anchor value) |
| SMA 20 / Bollinger Mid | $43.77 |
| Bollinger Width / SMA20 | 35.8% (drives anchor stability) |
| Net Debt | $-0.4B |
| Market Cap | $17B |
Peers used for multiples: ARMK, CAKE, CAVA, CMG, DRI, EAT, MCD, QSR, TXRH, YUM
(SIC-code peers; ETF co-membership was sector-incoherent)
60-Day Conviction
13%
20-Day Fair Value
≈ by Dec 1, 2026
$46.14
α +0.8%
rank 94%
conviction
55%
40-Day Fair Value
≈ by Dec 30, 2026
$46.15
α +0.8%
rank 94%
conviction
24%
60-Day Fair Value
≈ by Jan 28, 2027
$45.63
α -0.3%
rank 94%
conviction
13%
| Method | Implied Price | Weight | Detail |
|---|---|---|---|
| DCF | $122.83 | 27% | |
| DDM (Gordon) | $36.06 | 22% | |
| Peer P/E | $71.53 | 12% | median 24.9× · 10 peers |
| Peer EV/EBITDA | $88.14 | 12% | median 15.8× · 10 peers |
| Peer P/B | $158.67 | 2% | median 9.5× · 8 peers |
| Peer P/S | $82.42 | 8% | median 2.3× · 10 peers |
| Market Anchor (SMA50) | $43.39 | 0% | stability 0% (BB-width) |
| Options Expected (B-L 30d) | $45.42 | 15% | 11 strikes · skew -1.21 |
As of 2026-11-02 · updated
Related
About
- Industry (SIC)
- RETAIL-EATING PLACES (5812) · industry map
- Exchange
- XNYS
- Market Cap
- $15.4B
- Employees
- 290,000
- List Date
- 2016-10-17
- CIK
- 0001673358
- Next Earnings
- 2026-11-03 (Pre-Market)
- EPS Forecast
- $0.89
- Headquarters
- Plano, TX
- Homepage
- https://www.yumchina.com
Yum China is the largest restaurant operator in China, with over 18,000 locations and USD 12 billion in systemwide sales as of 2025. It generates revenue primarily from its own restaurants and franchise fees. While KFC and Pizza Hut are its flagship brands, Yum China's portfolio also includes Little Sheep, Taco Bell, Huang Ji Huang, and Lavazza.As a trademark licensee of Yum Brands, Yum China pays 3% of KFC and Pizza Hut's systemwide sales to its former parent, from which it spun off in 2016. However, even before the separation, Yum China was granted substantial autonomy, giving its Chinese le…
Summary
—
composite
—
No summary data available for this symbol yet.
Each spoke is this symbol's rank within its sector (0–100; the dotted ring marks the sector median at 50). Higher is more constructive for a long. One spoke — News sentiment — is an absolute reading, not a sector rank. Grayed spokes have no data. A fuller shape is a summary, not a recommendation.
Chart
Seasonality
| Month | '21 | '22 | '23 | '24 | '25 | '26 | Avg |
|---|---|---|---|---|---|---|---|
| Jan | -0.60% | -2.77% | 9.20% | -18.50% | -0.73% | 2.59% | -1.80% |
| Feb | 3.57% | 7.28% | -5.62% | 20.92% | 9.82% | 8.56% | 7.42% |
| Mar | -1.05% | -20.19% | 4.71% | -7.36% | 6.20% | -8.82% | -4.42% |
| Apr | 6.41% | -5.19% | -4.44% | -9.16% | -18.21% | -1.30% | -5.32% |
| May | 8.92% | 8.73% | -9.04% | -0.45% | 0.74% | -13.05% | -0.69% |
| Jun | -3.57% | 8.26% | -1.10% | -13.44% | 1.66% | -4.75% | -2.16% |
| Jul | -5.79% | -3.77% | 6.18% | -0.98% | 2.19% | 17.74% | 2.59% |
| Aug | -0.52% | 6.01% | -6.41% | 12.51% | -4.22% | -7.74% | -0.06% |
| Sep | -6.39% | -2.69% | 2.20% | 33.00% | -1.67% | -8.42% | 2.67% |
| Oct | -2.31% | -12.75% | -5.02% | -6.84% | 0.32% | 11.77% | -2.47% |
| Nov | -13.98% | 28.01% | -3.10% | 3.28% | 9.46% | 0.00%* | 3.95% |
| Dec | 0.26% | -0.24% | -2.97% | 3.35% | -1.16% | -- | -0.15% |
| Total | -15.85% | 2.76% | -15.86% | 5.30% | 1.30% | -7.70% | -5.01% |
Technical Indicators
Quick-reference for reading the values below. Indicators combine to confirm a view — no single one is a trade signal on its own.
Trend Indicators
- SMA 20 / 50 / 200 — price above = uptrend, below = downtrend. SMA 50 crossing SMA 200 is the golden/death cross.
- EMA 12 / 26 — faster-reacting averages; 12 above 26 is short-term bullish.
- MACD — bullish when MACD > signal (green badge), bearish when below. Divergence from price often precedes reversals.
- ADX (14) — trend strength regardless of direction. <20 range, 20–25 weak trend, 25–50 trend, >50 strong trend.
- +DI / −DI — +DI > −DI favors bulls; the reverse favors bears. Read alongside ADX.
Momentum Oscillators
- RSI (14) — <30 oversold, >70 overbought. 40–60 is neutral; trending names can stay extreme.
- Stochastic %K / %D — <20 oversold, >80 overbought. %K crossing %D is an early momentum signal.
- Williams %R — inverted scale: <−80 oversold, >−20 overbought.
Oscillators work best in range-bound markets; in strong trends they give premature reversal signals.
Volume & Volatility
- Bollinger Bands — price at upper band = overbought, lower = oversold. Narrow bands (squeeze) often precede expansion.
- OBV — cumulative volume; rising OBV confirms uptrend, falling OBV confirms downtrend. Divergence from price is a warning.
- Vol SMA 20 / Vol ROC — today's volume vs. 20-day average. Positive ROC with price move = conviction.
- ATR / True Range — average daily $ move; sizing and stop-loss reference.
- HV 20 / 30 / 60 — realized (historical) volatility. Compare to IV on the options cards: IV > HV = rich premium.
Confluence matters: trend + momentum + volume agreeing carries far more weight than any single indicator. For how these feed the spread scanner score, see the algorithm docs →
Trend Indicators
SMA 20: $43.77
SMA 50: $43.39
SMA 200: $46.83
Current: $45.78
EMA 12: $44.70
EMA 26: $43.93
MACD: 0.7723 | Signal: 0.1916
BULLISH
ADX (14): 24.15
WEAK TREND
+DI: 38.29
−DI: 21.20
Momentum Oscillators
RSI (14): 64.23
NEUTRAL
Stoch %K: 78.25
Stoch %D: 82.99
Williams %R: -20.41
Volume & Volatility
BB Upper: $47.20
BB Lower: $40.34
NEUTRAL
OBV: -33,410,193
Vol SMA 20: 1,699,468
Vol ROC: -11.00%
ATR: $0.91
True Range: $1.38
HV 20: 21.8%
HV 30: 22.1%
HV 60: 23.9%
Data Summary
Data Points: 500
Last Updated:
Date Range: 2024-11-01T00:00:00 – 2026-10-30T00:00:00
AI Analysis
LLM Stock Analysis Report
Executive Summary Overall Assessment: BEARISH (Confidence Level: 6/10)
Key Drivers:
- Overbought RSI reading (>70) indicating potential sell signal
- Weak trend indicators (SMA 20, SMA 50 below current price)
- Negative news sentiment from recent headlines
Primary Risks:
- Earnings miss or guidance disappoints, leading to sell-off
- Competition intensifies in the QSR industry, impacting Yum! Brands' performance
Investment Thesis: Yum China's recent acquisitions and share repurchase agreements have boosted investor confidence. However, the stock is overbought, and technical indicators suggest a potential correction is due.
Recent News Sentiment Impact: The positive news headlines from Yum China's acquisitions and share repurchases have contributed to the stock's recent gains. However, the negative sentiment from the Jardine Restaurant Group bid has tempered enthusiasm.
Technical Analysis
- Trend Direction: Short-term: NEUTRAL (RSI overbought), Medium-term: BEARISH (SMA 20 below current price), Long-term: NEUTRAL
- Support/Resistance Levels: Upper Bollinger Band ($46.94) and recent highs ($48.18)
- Momentum Signals:
- RSI interpretation: Overbought (>70), potential sell signal
- MACD signal: Bullish, but momentum is weakening
- Bollinger Bands position: Overbought (price touching upper band)
- Volume Analysis: Volume has been increasing in recent sessions, indicating institutional interest
News & Sentiment Analysis
- Recent Headlines Summary: Positive news from acquisitions and share repurchases, tempered by negative sentiment from the Jardine Restaurant Group bid
- Sentiment Assessment: NEUTRAL (Positive and negative headlines balance out)
- Catalyst Identification: Upcoming earnings release and potential acquisition opportunities
Risk & Volatility Assessment
- Beta Interpretation: Low risk relative to market (beta <1.2)
- Volatility Regime: Current volatility is within historical norms
- Options Market Signals: IV rank indicates medium volatility, put/call ratios suggest bullishly biased options market
Market Context & Positioning
- Sector Performance: QSR sector has been outperforming the broader market
- Institutional Activity: Volume patterns indicate institutional interest in recent sessions
- Correlation Analysis: Stock moves relatively independently of the market (R-squared interpretation)
- Relative Valuation: Stock is trading within a neutral range
Key Levels & Action Items
- Critical Price Levels: Upper Bollinger Band ($46.94) and recent highs ($48.18)
- Breakout/Breakdown Levels: Resistance at $50.00, support at $45.00
- Time-Sensitive Catalysts: Upcoming earnings release and potential acquisition opportunities
- Risk Management: Stop-loss levels: below $44.00 (5% drawdown), position sizing considerations: 2-3%
Note: The analysis is based on the provided data, and my interpretation of the technical indicators and news sentiment. However, please keep in mind that this report is for illustration purposes only, and it is not a buy/sell recommendation or investment advice.
Generated
News
All YUMC news →
Earnings History
22 of 23 under expected move
Avg Expected Move
8.27%
Avg Actual Move
2.92%
| Earnings Date | Timing | Expected Move | Actual Move | Ratio | Outcome |
|---|---|---|---|---|---|
| 2021-02-03 | Pre-Market | 7.83% | 2.09% | 0.27x | Within |
| 2021-04-27 | Pre-Market | 6.11% | 0.03% | 0.00x | Within |
| 2021-07-28 | Pre-Market | 9.06% | 1.83% | 0.20x | Within |
| 2021-10-27 | Pre-Market | 5.73% | 1.18% | 0.21x | Within |
| 2022-02-08 | Pre-Market | 7.38% | 1.19% | 0.16x | Within |
| 2022-05-03 | Pre-Market | 10.72% | 1.89% | 0.18x | Within |
| 2022-07-28 | Pre-Market | 10.00% | 1.29% | 0.13x | Within |
| 2022-11-01 | Pre-Market | 9.07% | 4.14% | 0.46x | Within |
| 2023-02-07 | Pre-Market | 7.51% | 3.30% | 0.44x | Within |
| 2023-05-02 | Pre-Market | 6.65% | 0.52% | 0.08x | Within |
| 2023-07-31 | Pre-Market | 6.63% | 2.11% | 0.32x | Within |
| 2023-10-31 | Pre-Market | 6.42% | 1.05% | 0.16x | Within |
| 2024-02-06 | Pre-Market | 8.49% | 4.20% | 0.49x | Within |
| 2024-04-29 | Pre-Market | 8.78% | 0.98% | 0.11x | Within |
| 2024-08-05 | Pre-Market | 8.72% | 0.91% | 0.10x | Within |
| 2024-11-04 | Pre-Market | 9.54% | 7.17% | 0.75x | Within |
| 2025-02-06 | Pre-Market | 6.65% | 9.07% | 1.36x | Exceeded |
| 2025-04-30 | Pre-Market | 8.57% | 7.22% | 0.84x | Within |
| 2025-08-05 | Pre-Market | 7.80% | 6.11% | 0.78x | Within |
| 2025-11-04 | Pre-Market | 9.78% | 1.91% | 0.20x | Within |
| 2026-02-04 | Pre-Market | 9.51% | 4.73% | 0.50x | Within |
| 2026-04-29 | Pre-Market | 9.08% | 2.85% | 0.31x | Within |
| 2026-07-30 | Pre-Market | 10.20% | 1.35% | 0.13x | Within |
Earnings calendar: this week’s reports with expected vs actual moves →
YUMC Options Activity & IV Rank
YUMC IV rank history, 52-week IV rank and IV percentile →
Volatility Metrics
Current IV: 38.0%
7-DTE IV: 45.2%
Expected Move: $4.17
7-DTE Move: $4.17
Days to Exp: 18 (2026-11-20)
Options Flow
Call Volume: 90
Put Volume: 19
P/C Volume: 0.211
BULLISH
Call OI: 1,941
Put OI: 1,275
P/C OI: 0.657
Total OI: 3,216
ATM Options Pricing
ATM Call: $1.70
ATM Put: $2.48
Call %: 3.6%
Put %: 5.3%
Chain Summary
Chain Volume: 1,290
Chain OI: 20,052
Last Updated: 11/2/2026
Spread Scanner GPU
Each spread is ranked by a composite score built in three stages. Full documentation →
Stage 1 — Base Score (GPU scanner)
score = P(profit) × (credit / spread_width)
P(profit) from short leg delta (1 − |delta|), penalised above 85%. Credit uses mid-price to handle illiquid chains fairly.
Stage 2 — Skew Adjustment (±25% cap)
RR and BF (30-delta) from the persisted per-symbol skew snapshot — wing strikes picked by real greeks.delta, not a moneyness proxy. Put skew boosts bull puts, penalises bear calls. High butterfly boosts iron condors. Calendars are skew-neutral.
Stage 3 — Technical Overlay (±50% cap, 5 groups)
Group 1 · Directional Bias (±0.25)
- RSI <40 bullish / >60 bearish
- MACD crossover + histogram trend
- Price vs SMA 50 & SMA 200
Group 2 · Momentum (±0.10)
- Stochastic %K <20 / >80
- Williams %R <−80 / >−20
Group 3 · Volatility (up to −0.25 / +0.15)
- Blended ATR + straddle expected-move penalty
- Bollinger Band signal (+ counter-trend penalty)
- BB width — vol contraction boost for ICs
Group 4 · IV Regime (±0.15)
- IV rank ≥ 75 → strong boost for credit spreads
- IV rank < 25 → penalty (selling cheap vol)
Group 5 · Liquidity (penalty up to −0.10)
- Min open interest across all legs
- OI < 100 → −0.10 · OI < 500 → −0.05
score = base_score × skew_multiplier × tech_multiplier
Both multipliers are shown per spread. Beta is informational only — ATR already captures realized vol. Full algorithm documentation →
Enter a ticker to scan for optimal spread opportunities.
Evaluates all bull put, bear call, iron condor, and calendar spread combinations using GPU-accelerated analysis.
Dealer Positioning
TYPICAL γ
Estimated net dealer gamma is at the 72nd percentile of this name's own daily history, within its typical range. This describes current positioning; it is not a forecast or a trading signal.
Gamma percentile
72%
vs own history
GEX tilt
+0.51
OI-weighted, today
Vanna tilt
+0.79
δ-sensitivity to IV
Charm tilt
-0.81
δ-decay vs time
Vanna tilt +0.79: the estimated dealer exposure leans positive, so the modeled hedge would shift noticeably if implied volatility changed.
Charm tilt -0.81: the estimated dealer exposure leans negative, so the modeled hedge would shift noticeably as time passes and options approach expiry.
? What is this?
· 23 ATM contracts, 13k total OI
Net dealer gamma is an estimate of the aggregate gamma held by options market makers across this name's option chain, weighted by open interest. Dealer positions aren't public, so it uses a standard simplifying assumption: dealers are treated as long the calls and short the puts that are open. Actual dealer books can differ.
Gamma percentile ranks today's estimate against this name's own daily history, from 0% (the lowest reading on record) to 100% (the highest). Raw gamma scales with how much open interest a chain carries, so it isn't comparable across names; the percentile is. The badge marks the bottom 20% as low and the top 20% as high.
Tilts run from −1 to +1 and show how lopsided the estimated dealer exposure is. GEX tilt compares call gamma with put gamma. Vanna tilt describes how the hedge would shift if implied volatility changed, and charm tilt how it would shift with the passage of time.
This card describes estimated positioning and where it sits historically. It is not a forecast of price direction or volatility and not a trading signal. Market-wide view: Dealer positioning screener.
Skew (Wing IV − ATM IV)
DTE:
Wing Δ:
Wing vs ATM
IV(put wing) − IV(ATM), in vol pointsHow much the OTM put trades above (or below) the at-the-money strike. Measures the height of the put-side tail relative to ATM — i.e. how expensive crash insurance is on this name.
- Positive (typical) — wing IV > ATM IV. Standard equity put skew: portfolios bid up crash protection, so OTM puts trade richer than ATM.
- Near zero or negative (unusual) — wing IV ≤ ATM IV. Flat or inverted put side. Common when there's no fear demand, in tightly mean-reverting names, or right after an earnings catalyst clears.
- Percentile vs own 3-yr history: high = wings rich (good time to sell wing premium); low = wings cheap (good time to buy protection).
- Not directional — high or low wings don't predict up or down moves. It's a price tag on tail insurance, not a forecast.
Risk Reversal
IV(call wing) − IV(put wing), equal delta on each sideWhich side of the smile is the market paying up for? Measures the tilt of the surface — call skew vs put skew at matched deltas.
- Negative (typical) — puts richer than calls. Standard equity behavior: hedging demand makes puts carry a premium. Most large-caps sit in the −1 to −5 vol-point range.
- Strongly negative (< −5 pts) — heavy downside hedging, elevated fear, or an upcoming catalyst (earnings, FDA, macro event). Worth flagging.
- Positive — calls richer than puts. Unusual for equities; signals bullish momentum, short-squeeze positioning, or takeover/M&A speculation.
- Near zero — symmetric surface. Market sees roughly equal up/down risk. Rare for large-caps; more common in commodities and FX.
Reading them together
Wing-vs-ATM tells you how expensive the tails are. Risk Reversal tells you which side is favored. Combined:
- High wing percentile + deeply negative RR → strong put bid; stress or major event priced in. Owning protection costs a premium; selling put premium is dangerous.
- Low wing percentile + near-zero RR → complacency; insurance cheap and balanced. Good environment to add cheap downside hedges.
- Positive RR + elevated wings → call-side fear-of-missing-out; common in squeeze setups. Upside calls expensive, downside puts not bid.
14 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
30 DTE / 10d
—
—
pts
EXTREME
as of Oct 30 · No data
Extreme reading.
Historically these have been contrarian — on the small set of observed earnings-day cases, large negative wing-vs-ATM gaps (calls pricing much richer than puts at the same delta) preceded sharp drops in the underlying within 1-12 days. Not financial advice and the dataset is small.
Percentile is the rank of today's reading within ~3 years of this symbol's own history. High percentile = wings are rich relative to history; not a directional signal. Skew is read off the chain in real time, not from CBOE SKEW.
Volatility Surface
Enter a ticker to render the implied volatility surface.
Volatility Smile
Enter a ticker to render the implied volatility smile.
IV Rank (7 DTE)40.4MediumNov 2
IV Rank (30 DTE)82.5HighNov 2
Straddle Price (30 DTE)$4.17Nov 2
Beta Analysis
Risk Metrics
Beta: 0.2660
Alpha: 8.41%
Correlation: 0.1332
R-Squared: 1.8%
Stock Volatility: 25.6%
Market Volatility: 12.8%
Analysis Details
Benchmark: SPY
Data Points: 251
Period: 252 trading days
Data Points: 251
Period: 252 trading days
Interpretation:
Low volatility - stock moves less than market
Low volatility - stock moves less than market
Beta & Alpha Over Time
Notable investors who own YUMC
5 of 37 tracked investors
| Investor | Value | Share of their portfolio | Rank | Q/Q shares | Source |
|---|---|---|---|---|---|
| Millennium Management Hedge fund Izzy Englander | $100.2M | #336 of 3716 | +76.8% | 13F | |
| Point72 Hedge fund Steve Cohen | $29.5M | #472 of 1945 | +358.5% | 13F | |
| Renaissance Technologies Hedge fund Jim Simons | $28.4M | #555 of 3138 | +29.2% | 13F | |
| Citadel Hedge fund Ken Griffin | $9.7M | #1615 of 6285 | -84.2% | 13F | |
| Rockefeller Capital Management Family office Rockefeller family | $4.5M | #1016 of 4729 | -2.7% | 13F |
Hedge funds, activists, holding companies and family offices we track, from their latest 13F (quarter-end value) and Form 4 filings in the last 3 years. Family offices · all institutions
YUMC Institutional Ownership (13F)
Latest filings — 2026-09-30
? 13F Guide
Diluted shares outstanding: 367,000,000 (as of 2026-03-31)
Institutional managers with $100M+ AUM file Form 13F-HR quarterly, due 45 days after quarter end. Holdings are reported gross at quarter-end market value — they are a snapshot, not a real-time position.
- Shares — long equity positions in this name, aggregated across share classes.
- Calls / Puts — notional value of long call / put exposure where this ticker is the underlying.
- % of Float — holder's reported shares divided by the latest diluted shares outstanding. Sums above 100% indicate large custodian / prime broker positions where the same shares are reported by multiple filers.
- Custodian badge — filers with more than 5,000 holdings are typically broker-dealers / custodians reporting customer-held shares, not active managers.
Each filer is counted once at its latest 13F-HR filing. New filings are ingested on a weekly cadence.
8 filers$36.18M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Susquehanna International Group, LLP Custodian | $23.66M | 65.38% | 2026-06-30 |
| 2 | Wolverine Trading, LLC Custodian | $3.42M | 9.45% | 2025-09-30 |
| 3 | Citadel Advisors LLC Custodian | $3.08M | 8.52% | 2026-06-30 |
| 4 | Millennium Management LLC Custodian | $3.07M | 8.47% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $1.90M | 5.24% | 2026-06-30 |
| 6 | UBS Group AG Custodian | $820.67K | 2.27% | 2026-06-30 |
| 7 | Walleye Capital LLC | $208.44K | 0.58% | 2026-06-30 |
| 8 | Walleye Trading LLC | $32.70K | 0.09% | 2026-06-30 |
11 filers$35.51M notional
| # | Filer | Notional Value | % of Total | Period |
|---|---|---|---|---|
| 1 | Barclays PLC Custodian | $13.49M | 37.98% | 2026-06-30 |
| 2 | Susquehanna International Group, LLP Custodian | $12.05M | 33.94% | 2026-06-30 |
| 3 | Millennium Management LLC Custodian | $3.07M | 8.63% | 2026-06-30 |
| 4 | Citadel Advisors LLC Custodian | $2.98M | 8.39% | 2026-06-30 |
| 5 | Jane Street Group, LLC Custodian | $1.53M | 4.30% | 2026-06-30 |
| 6 | Walleye Trading LLC | $776.53K | 2.19% | 2026-06-30 |
| 7 | Wolverine Trading, LLC Custodian | $693.40K | 1.95% | 2025-09-30 |
| 8 | Capula Management Ltd | $686.62K | 1.93% | 2026-06-30 |
| 9 | Wells Fargo & Company Custodian | $143.04K | 0.40% | 2026-06-30 |
| 10 | Walleye Capital LLC | $73.57K | 0.21% | 2026-06-30 |
| 11 | Qube Research & Technologies Ltd | $28.61K | 0.08% | 2026-06-30 |
YUMC Insider Trading (Form 4)
Latest: 2026-09-21Form 4 filings — insider beneficial-ownership changes by officers, directors, and 10%+ holders. Filed within 2 business days of transaction.
| Filed | Reporter | Role | Action | Shares | Avg Price | Net $ | Link |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | Leila Zhang | Chief Technology Officer | Grant (A) | +106 RSU | — | EDGAR | |
| 2026-09-21 | Jeff Kuai | General Manager, Pizza Hut | Grant (A) | +175 RSU | — | EDGAR | |
| 2026-09-21 | Duoduo (Howard) HUANG | Chief Supply Chain Officer | Grant (A) | +140 RSU | — | EDGAR | |
| 2026-09-21 | Warton Wang | General Manager, KFC | Grant (A) | +279 RSU | — | EDGAR | |
| 2026-09-21 | Pingping LIU | Chief Legal Officer | Grant (A) | +84 RSU | — | EDGAR | |
| 2026-09-21 | Xueling Lu | Controller and PAO | Grant (A) | +54 RSU | — | EDGAR | |
| 2026-09-21 | Joey Wat | Chief Executive Officer | Grant (A) | +1,433 RSU | — | EDGAR | |
| 2026-09-21 | Jerry DING | Chief People Officer | Mixed | +4 | $41.35 | -$207 | EDGAR |
| 2026-09-21 | Adrian Ding | Chief Financial Officer | Grant (A) | +244 RSU | — | EDGAR | |
| 2026-09-03 | Jerry DING | Chief People Officer | Mixed | +724 | $44.88 | -$26.7K | EDGAR |
| 2026-08-19 | Duoduo (Howard) HUANG | Chief Supply Chain Officer | Mixed | −19,513 | $43.29 | -$1.13M | EDGAR |
| 2026-08-13 | Jeff Kuai | General Manager, Pizza Hut | Mixed | −4,312 | $38.14 | -$696.1K | EDGAR |
| 2026-06-22 | Duoduo (Howard) HUANG | Chief Supply Chain Officer | Grant (A) | +133 RSU | — | EDGAR | |
| 2026-06-22 | Warton Wang | General Manager, KFC | Grant (A) | +263 RSU | — | EDGAR | |
| 2026-06-22 | Joey Wat | Chief Executive Officer | Grant (A) | +1,359 RSU | — | EDGAR |
Codes: P = open-market purchase · S = open-market sale · A = grant/award · M = option exercise · F = tax withholding at vest · G = bona-fide gift · D = disposition to issuer · J = other (described in filing footnote — typically 401(k), trust, inheritance) · W = will/inheritance. Only P / S codes carry directional signal.
YUMC Insider Holdings
21 insiders · @ $45.78
Officers, directors, and 10%+ owners who have filed a Form 4 in the past two years, ranked by current disclosed exposure (shares × today's price). Shares are direct + indirect (via trusts / LLCs / spouse). Excludes unvested RSU and option grants — those aren't beneficially owned until vest.
| # | Insider | Role | Shares | Disclosed Exposure | Lifetime OM Net | Filings | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Fred Hu | Director | 12,131,090 | $555.36M | -$356.45M | 22 | 2026-06-03 |
| 2 | William Wang Yang | Director | 12,100,487 | $553.96M | -$285.66M | 20 | 2026-06-03 |
| 3 | Joey Wat | Chief Executive Officer | 706,250 | $32.33M | -$12.89M | 72 | 2026-09-21 |
| 4 | Jeff Kuai | General Manager, Pizza Hut | 80,065 | $3.67M | -$1.03M | 69 | 2026-09-21 |
| 5 | Ruby Rong Lu | Director | 73,935 | $3.38M | $0 | 11 | 2026-06-03 |
| 6 | Edouard Ettedgui | Director | 67,324 | $3.08M | $0 | 11 | 2026-06-03 |
| 7 | Leila Zhang | Chief Technology Officer | 60,438 | $2.77M | -$862.4K | 50 | 2026-09-21 |
| 8 | Zili Shao | Director | 56,551 | $2.59M | $0 | 12 | 2026-06-03 |
| 9 | Adrian Ding | Chief Financial Officer | 55,461 | $2.54M | $0 | 17 | 2026-09-21 |
| 10 | Warton Wang | General Manager, KFC | 51,366 | $2.35M | -$684.7K | 39 | 2026-09-21 |
Lifetime OM Net = signed sum of open-market buys (P) and sells (S) over their career; excludes grants, tax withholdings, and dispositions to issuer. A large negative number is normal for long-tenured executives — they've sold compensation grants over many years.
YUMC Board & Officers
As of SEC filings through Sep 21, 2026Directors 13
- Zili Shao · since Oct 12, 2016
- Edouard Ettedgui · since Nov 1, 2016
- Fred Hu · since Nov 1, 2016
- Ruby Rong Lu · since Nov 1, 2016
- William Wang Yang · since Jul 18, 2017
- Joey Wat · listed since Dec 2017
- Min (Jenny) Zhang · since May 28, 2021
- Christina (Xiaojing) Zhu · since May 25, 2023
- David L Hoffmann · since Jul 14, 2023
- Robert Blaine Aiken Jr · since May 23, 2024
- Mikel A. Durham · since Aug 12, 2024
- Grace Xin Ge · since May 23, 2025
- Zhe David Wei · since Aug 6, 2025
Officers 9
- Joey Wat · Chief Executive Officer · listed since Mar 2018
- Adrian Ding · Chief Financial Officer · listed since Mar 2025
- Leila Zhang · Chief Technology Officer · since Feb 27, 2020
- Duoduo (Howard) HUANG · Chief Supply Chain Officer · since Feb 24, 2023
- Jerry DING · Chief People Officer · since Feb 29, 2024
- Pingping LIU · Chief Legal Officer · since Feb 29, 2024
- Jeff Kuai · General Manager, Pizza Hut · listed since Dec 2017
- Xueling Lu · Controller and PAO · since Jan 1, 2018
- Warton Wang · General Manager, KFC · since May 1, 2022
Changes in the last 10 years (40)
| Aug 6, 2025 | Zhe David Wei became a director |
| May 23, 2025 | Grace Xin Ge became a director |
| Mar 31, 2025 | Adrian Ding listed as Chief Financial Officer (previously Acting Chief Financial Officer) in SEC filings |
| Oct 1, 2024 | Adrian Ding became Acting Chief Financial Officer |
| Aug 12, 2024 | Mikel A. Durham became a director |
| Aug 2, 2024 | The company announced the departure of Andy Yeung as Chief Financial Officer in an SEC filing |
| May 23, 2024 | Robert Blaine Aiken Jr became a director |
| Feb 29, 2024 | Pingping LIU became Chief Legal Officer |
| Feb 29, 2024 | Jerry DING became Chief People Officer |
| Dec 12, 2023 | The company announced the departure of Joseph Chan as Chief Legal Officer in an SEC filing |
| Dec 12, 2023 | The company announced the departure of Johnson Huang as Chief Customer Officer in an SEC filing |
| Jul 14, 2023 | David L Hoffmann became a director |
| Jul 13, 2023 | The company announced the departure of Aiken Yuen as Chief People Officer in an SEC filing |
| May 25, 2023 | Christina (Xiaojing) Zhu became a director |
| Feb 24, 2023 | Duoduo (Howard) HUANG became Chief Supply Chain Officer |
| Jun 23, 2022 | Johnson Huang listed as Chief Customer Officer (previously General Manager, KFC) in SEC filings |
| May 1, 2022 | Warton Wang became General Manager, KFC |
| Nov 3, 2021 | The company announced the departure of Danny Tan as Chief Supply Chain Officer in an SEC filing |
| May 28, 2021 | Min (Jenny) Zhang became a director |
| Feb 27, 2020 | Leila Zhang became Chief Technology Officer |
| Oct 16, 2019 | Andy Yeung became Chief Financial Officer |
| Jun 3, 2019 | Joseph Chan became Chief Legal Officer |
| May 9, 2019 | Cyril Han became a director |
| Oct 12, 2018 | Muktesh Pant no longer listed as Vice Chairman, Sr. Advisor in SEC filings |
| Mar 23, 2018 | Muktesh Pant listed as Vice Chairman, Sr. Advisor (previously Chief Executive Officer) in SEC filings |
| Mar 23, 2018 | Joey Wat listed as Chief Executive Officer (previously Chief Operating Officer) in SEC filings |
| Mar 23, 2018 | Alice H Wang listed as Chief Public Affairs Officer (previously Senior Vice President, PA) in SEC filings |
| Mar 1, 2018 | Aiken Yuen became Chief People Officer |
| Feb 13, 2018 | Ted Lee listed as GM Little Sheep & East Dawning (previously VP & Brand GM Little Sheep) in SEC filings |
| Feb 13, 2018 | Jacky Wei-Jye Lo listed as CFO, Treasurer (previously CFO, Treasurer, Controller) in SEC filings |
| Feb 13, 2018 | Danny Tan listed as Chief Supply Chain Officer (previously Chief Support Officer) in SEC filings |
| Jan 1, 2018 | Xueling Lu became Controller and PAO |
| Dec 26, 2017 | Joey Wat listed as Chief Operating Officer (previously Chief Executive Officer, KFC) in SEC filings |
| Dec 26, 2017 | Joey Wat first listed as a director in an SEC filing |
| Dec 26, 2017 | Jeff Kuai listed as General Manager, Pizza Hut (previously Brand GM, Pizza Hut Home Svs) in SEC filings |
| Dec 26, 2017 | Alice H Wang listed as Senior Vice President, PA (previously Vice President, Public Affairs) in SEC filings |
| Nov 2, 2017 | Johnson Huang listed as General Manager, KFC (previously Chief Info & Marketing Officer) in SEC filings |
| Oct 20, 2017 | Jacky Wei-Jye Lo listed as CFO, Treasurer, Controller (previously Vice President, Controller) in SEC filings |
| Jul 18, 2017 | William Wang Yang became a director |
| Mar 9, 2017 | Jacky Wei-Jye Lo became Vice President, Controller |
Not reported recently (18)
- Peter A Bassi · Last reported as a director in an SEC filing dated Jun 4, 2024
- Alice H Wang · Last reported as Chief Public Affairs Officer in an SEC filing dated Feb 14, 2023
- Louis Hsieh · Last reported as a director in an SEC filing dated Jun 3, 2022
- Cyril Han · Last reported as a director in an SEC filing dated Jun 3, 2022
- Ed Yiu-Cheong Chan · Last reported as a director in an SEC filing dated Jun 3, 2020
- Christain Campbell · Last reported as a director in an SEC filing dated Jun 3, 2020
- Ted Lee · Last reported as GM Little Sheep & East Dawning in an SEC filing dated Feb 10, 2020
- Angela Ai · Last reported as Chief Development Officer in an SEC filing dated Feb 10, 2020
- Muktesh Pant · Last reported as a director in an SEC filing dated Nov 12, 2019
- Jacky Wei-Jye Lo · Last reported as CFO, Treasurer in an SEC filing dated Sep 24, 2019
- Shella Ng · Last reported as Chief Legal Officer, Corp. Sec in an SEC filing dated Mar 28, 2019
- Riu Sun · Last reported as Chief Growth Officer in an SEC filing dated Jan 8, 2019
- Jonathan S Linen · Last reported as a director in an SEC filing dated Nov 2, 2018
- Christabel Lo · Last reported as Chief People Officer in an SEC filing dated Jan 8, 2018
- Mark Chu · Last reported as Senior Advisor to CEO in an SEC filing dated Dec 26, 2017
- Ted Stedem · Last reported as Chief Financial Officer in an SEC filing dated Feb 13, 2017
- Paul A. Hill · Last reported as Vice President, Controller in an SEC filing dated Feb 13, 2017
- Peter Kao · Last reported as CEO, Pizza Hut in an SEC filing dated Feb 13, 2017
Compiled from SEC filings by the company and its directors and officers. Dates are as stated in those filings. Where no filing says when someone left, we show the last filing that listed them.
YUMC Proposed Insider Sales (Form 144)
Latest: 2026-08-18
? Form 144 Guide
Last 30d:
0 filings
· Last 90d:
2 filings
· $1.8M notice value
· 2 unique filers
What is Form 144? A notice of intent to sell restricted or control stock under Rule 144. Affiliates (officers, directors, 10%+ owners) and holders of restricted shares must file Form 144 when planning to sell more than 5,000 shares or $50,000 in any 3-month rolling window.
How it relates to Form 4: Form 144 is filed before the trade (up to 90 days in advance); Form 4 is filed within 2 business days after the trade executes. Not every Form 144 results in a sale — the filer may cancel or delay. Look for the corresponding Form 4 on the Insider Activity card to confirm a sale actually happened.
10b5-1 plans: Trades made under a pre-scheduled Rule 10b5-1 plan are not discretionary — they execute automatically on dates set months earlier, regardless of news. High 10b5-1 percentages mean less per-filing signal value, though cumulative selling volume still matters.
"Notice value": Aggregate market value the filer wrote into the Form 144 — i.e. the size of the planned sale, not necessarily the executed dollars. An amended notice (Form 144/A) replaces the original it amends, and cancelled notices are dropped, so neither is double-counted above. A filed value that is clearly inconsistent with the share count at the stock's price (a filer typo) shows as a dash and is left out of the totals.
Source & freshness: Sourced from public Form 144 filings. Refreshed daily; new filings typically appear here the morning after they are filed.
Top 90-day filers:
Duoduo Huang (1, $1.1M) · Jun Kuai (1, $696K)
| Filed | Filer | Role | Shares | Notice Value | Planned Sale | Broker | Plan | Link |
|---|---|---|---|---|---|---|---|---|
| 2026-08-18 | Duoduo Huang | Officer | 24,096 | $1.13M | 2026-08-18 | Merrill | — | EDGAR |
| 2026-08-12 | Jun Kuai | Officer | 14,586 | $696.0K | 2026-08-12 | Merrill | — | EDGAR |
| 2026-02-24 | Xueling Lu | officer | 23,504 | $1.31M | 2025-02-24 | Merrill | — | EDGAR |
| 2026-02-13 | Joey Wat | Officer | 104,000 | $5.74M | 2026-02-13 | Merrill | — | EDGAR |
| 2026-02-11 | Joey Wat | Officer | 4,613 | $263.0K | 2026-02-11 | Merrill | — | EDGAR |
| 2026-02-05 | Leila Zhang | Officer | 5,193 | $286.9K | 2026-02-05 | Merrill | — | EDGAR |
| 2026-02-05 | Jerry Ding | officer | 3,000 | $165.4K | 2026-02-05 | Merrill | — | EDGAR |
| 2025-12-11 | Leila Zhang | Officer | 7,689 | $363.1K | 2025-12-11 | Merrill | — | EDGAR |
| 2025-11-24 | DuoduoHuang | Officer | 4,888 | $235.1K | 2025-11-24 | Merrill Lynch | — | EDGAR |
| 2025-11-24 | Warton Wang | Officer | 8,187 | $395.3K | 2025-11-24 | Merrill Lynch | — | EDGAR |
Notice value is the aggregate market value the filer states they intend to sell — not a confirmed transaction. Compare to Insider Activity (Form 4) to see which planned sales actually executed. Market-wide feed: Planned sales (Form 144).
ETF Holders
57 ETFs hold YUMC
25 shown · $236.38M total exposure · 0.14% AUM-weighted avg weight
| # | ETF | Provider | Weight | $ Exposure | ETF AUM | As Of |
|---|---|---|---|---|---|---|
| 1 | AVEM Avantis Emerging Markets Equity ETF | Avantis | 0.13% | $35.4M | $26.7B | 2026-10-29 |
| 2 | PIEQ Principal International Equity ETF | Nport | 2.14% | $28.5M | — | 2026-06-30 |
| 3 | SPEM State Street® SPDR® Portfolio Emerging Markets ETF | SPDR (State Street) | 0.17% | $28.0M | $16.4B | 2026-10-29 |
| 4 | FNDE Schwab Fundamental Emerging Markets Equity ETF | Nport | 0.25% | $25.4M | — | 2026-08-31 |
| 5 | JGLO JPMorgan Global Select Equity ETF | JPMorgan | 0.38% | $23.7M | $6.2B | 2026-10-30 |
| 6 | SCHE Schwab Emerging Markets Equity ETF | Nport | 0.14% | $18.3M | — | 2026-05-31 |
| 7 | PKW Invesco BuyBack Achievers ETF | Invesco | 0.53% | $9.4M | — | 2026-10-29 |
| 8 | TMFG Motley Fool Global Opportunities ETF | Nport | 2.29% | $8.1M | — | 2026-08-31 |
| 9 | DFEM Dimensional Emerging Markets Core Equity 2 ETF | Dimensional | 0.09% | $7.7M | $8.9B | 2026-10-29 |
| 10 | PGJ Invesco Golden Dragon China ETF | Invesco | 9.08% | $7.0M | — | 2026-10-29 |
| 11 | MFSI MFS Active International ETF | Nport | 0.43% | $5.2M | — | 2026-08-31 |
| 12 | PXH Invesco RAFI Emerging Markets ETF | Invesco | 0.24% | $4.6M | — | 2026-10-29 |
| 13 | DFAE Dimensional Emerging Core Equity Market ETF | Dimensional | 0.05% | $4.3M | $9.3B | 2026-10-29 |
| 14 | JEMA JPMorgan ActiveBuilders Emerging Markets Equity ETF | JPMorgan | 0.26% | $4.1M | $1.6B | 2026-10-30 |
| 15 | DFAX Dimensional World ex US Core Equity 2 ETF | Dimensional | 0.03% | $3.4M | $12.1B | 2026-10-29 |
| 16 | GEME Pacific NoS Global EM Equity Active ETF | Nport | 0.87% | $3.2M | — | 2026-06-30 |
| 17 | TMVE Thrivent Mid Cap Value ETF | Nport | 1.04% | $3.1M | — | 2026-06-30 |
| 18 | BKMC BNY Mellon US Mid Cap Core Equity ETF | Nport | 0.42% | $2.7M | — | 2026-07-31 |
| 19 | CXSE WisdomTree China ex-State-Owned Enterprises Fund | Nport | 0.52% | $2.6M | — | 2026-06-30 |
| 20 | XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund | Nport | 0.11% | $2.5M | — | 2026-06-30 |
| 21 | GXC State Street® SPDR® S&P® China ETF | SPDR (State Street) | 0.52% | $2.2M | $420.9M | 2026-10-29 |
| 22 | IQSM NYLIM Candriam U.S. Mid Cap Equity ETF | Nport | 0.66% | $2.2M | — | 2026-07-31 |
| 23 | MOTI VanEck Morningstar International Moat ETF | VanEck | 2.52% | $1.8M | $73.2M | 2026-10-29 |
| 24 | CZA Invesco Zacks Mid-Cap ETF | Nport | 0.89% | $1.7M | — | 2026-07-31 |
| 25 | DEHP Dimensional Emerging Markets High Profitability ETF | Dimensional | 0.30% | $1.3M | $413.2M | 2026-10-29 |
Fundamentals
Quarterly filings sourced from SEC 10-Q / 10-K reports. TTM tiles aggregate the most recent four quarters; bars show the last ~12 quarters oldest → newest.
Metrics
- Revenue — top-line sales. Look for consistent YoY growth; seasonal businesses need same-quarter comparisons (Q4 '24 vs Q4 '23).
- Net Income — bottom-line profit after all expenses. Can be volatile from one-time items; red bars = net loss.
- Diluted EPS — net income per share assuming options/converts are exercised. Direct input to the P/E ratio.
- Operating Cash Flow — cash generated from core operations, before capex and financing. Harder to manipulate than net income; growing OCF is a quality signal.
How to read the bars
- Sequential growth — quarter-over-quarter trend. Accelerating bars are a momentum signal.
- YoY growth — compare to the same quarter a year earlier to remove seasonality.
- Quality — OCF should roughly track Net Income over time. Large divergence (net income ≫ OCF) flags accruals risk.
- Margins — scan the bar ratios: Net Income / Revenue tells you margin trend without needing a separate chart.
TTM (trailing-twelve-month) smooths seasonality and is used for the P/E calculation. Filings appear 30–90 days after the period closes.
Trailing P/E
18.00
TTM Diluted EPS
$2.61
TTM Revenue
$12.09B
TTM Net Income
$946.00M
TTM Op. Cash Flow
$1.56B
Quarterly figures (12 quarters)
| Quarter | Period End | Revenue | Net Income | Diluted EPS | Op. Cash Flow |
|---|---|---|---|---|---|
| Q1 '26 | 2026-03-31 | $3.27B | $309.00M | $0.87 | $550.00M |
| Q4 '25 | 2025-12-31 | $2.82B | $140.00M | $0.40 | $125.00M |
| Q3 '25 | 2025-09-30 | $3.21B | $282.00M | $0.76 | $477.00M |
| Q2 '25 | 2025-06-30 | $2.79B | $215.00M | $0.58 | $412.00M |
| Q1 '25 | 2025-03-31 | $2.98B | $292.00M | $0.77 | $452.00M |
| Q4 '24 | 2024-12-31 | $2.60B | $115.00M | $0.30 | $167.00M |
| Q3 '24 | 2024-09-30 | $3.07B | $297.00M | $0.77 | $409.00M |
| Q2 '24 | 2024-06-30 | $2.68B | $212.00M | $0.55 | $401.00M |
| Q1 '24 | 2024-03-31 | $2.96B | $287.00M | $0.71 | $442.00M |
| Q4 '23 | 2023-12-31 | $2.49B | $97.00M | $0.24 | $139.00M |
| Q3 '23 | 2023-09-30 | $2.91B | $244.00M | $0.58 | $410.00M |
| Q2 '23 | 2023-06-30 | $2.65B | $197.00M | $0.47 | $417.00M |
Q1 2026 • period ending 2026-03-31 • filed 2026-05-08
Valuation
Ratios derived from TTM financials and the current market price, sampled daily. History chart shows how expensive the stock is today relative to its own recent past.
Price Multiples
- P/E — price / TTM earnings. Rough market rule: 10–15 value, 15–25 market, >30 growth/premium. Negative when earnings are negative.
- P/B — price / book value. Useful for financials and asset-heavy names; meaningless for asset-light software.
- P/S — price / TTM revenue. Useful when earnings are negative or noisy (early-stage growth).
- EV/EBITDA — capital-structure-neutral. <10 cheap, 10–15 reasonable, >20 rich. Good for comparing across leverage profiles.
- EV/Sales — like P/S but accounts for debt + cash. Compare within sector.
Profitability & Yields
- ROE — return on equity. >15% strong, >25% exceptional. Caution: high leverage inflates ROE.
- ROA — return on assets. Leverage-neutral; >5% solid, >10% exceptional.
- Div Yield — annual dividend / price. Compare to 10Y Treasury; sustained yield >6% often signals distress.
- FCF Yield — free cash flow / market cap. >5% is attractive; negative means burning cash.
Balance Sheet
- Debt/Equity — leverage. <1 conservative, >2 aggressive. Sector-dependent (utilities naturally high, tech low).
- Current Ratio — short-term liquidity. >1.5 comfortable, <1 raises short-term solvency flags.
Reading the history chart
- Compare current level to the 3-year band: near the high end = relatively expensive; near the low = relatively cheap.
- Multiples expanding while earnings are flat = sentiment-driven rally.
- Multiples compressing while earnings grow = value coming from fundamentals.
P/E
18.00
P/B
2.82
P/S
1.43
EV/EBITDA
9.13
EV/Sales
1.39
ROE
15.5%
ROA
8.7%
Div Yield
2.47%
FCF Yield
9.07%
Debt/Equity
0.01
Current Ratio
—
Market Cap
$17.24B
as of 2026-11-02
Short Interest & Float
Regulatory short-interest reports publish on a bi-weekly settlement cadence; short-volume is reported daily by the trade-reporting facilities. Float is derived from insider-ownership filings.
Metric definitions
- Short Interest — total shares currently sold short as of the settlement date. Lags real time by ~8 business days.
- SI % of Float — short interest / free float. The key crowding metric.
- Days to Cover — short interest / avg daily volume. How many full trading days it would take shorts to buy back. High DTC + catalyst = squeeze fuel.
- Short Vol Ratio — today's short-sale volume / total volume. Intraday selling pressure proxy (not the same as short interest).
- Free Float — shares available for public trading (total shares minus insider / restricted).
- Float % — free float / shares outstanding. <50% = tightly held, more prone to squeezes.
How to read the signals
- SI % of Float < 5% — typical, no particular signal.
- 5–15% — elevated; watch for catalysts (earnings, guidance, macro).
- 15–30% — heavily shorted; tight-float names in this range have produced notable squeezes historically.
- >30% — extreme; borrow is likely expensive and squeeze risk is material.
- Days to Cover > 5 combined with high SI% amplifies squeeze potential.
History chart
- Trend matters more than level. Rapidly rising short interest often precedes negative catalysts or heavy hedging.
- A sudden drop in SI after a rally may indicate a squeeze in progress.
Short interest is reported mid-month and end-of-month; short volume is daily.
Short Interest
5.93M
SI % of Float
1.80%
Days to Cover
3.27
Short Vol Ratio
75.8%
Free Float
329.68M
Float %
96.3%
Short interest 2026-10-15 • Short volume 2026-10-30 • Float 2026-08-14