Aramark vs Yum China Holdings, Inc., two Restaurants stocks. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where ARMK and YUMC diverge most: on implied growth (priced in), ARMK reads +19.4% and YUMC reads -3.5%; on fcf yield, ARMK reads -5.2% and YUMC reads 5.5%. The rest of the comparable metrics sit closer together. On valuation, today's ARMK price has a different growth bar priced in than YUMC (+19.4% implied for ARMK vs -3.5% for YUMC); the higher figure is the steeper assumption to clear, not a better or worse stock. What ARMK's price implies is a bet that sits within the historical range (whole-company basis). What YUMC's price implies is a bet that sits within the historical range (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | ARMK | YUMC |
|---|---|---|
| Price | $56.96 | $48.20 |
| Market cap | $15.2B | $17.1B |
| Sector | Restaurants | Restaurants |
| Stage | Mature | Mature |
| Implied growth (priced in) | +19.4% | -3.5% |
| P/E | 42.5 | 18.5 |
| P/B | 4.63 | 2.79 |
| P/S | 0.78 | 1.41 |
| EV/EBITDA | 18.9 | 9.3 |
| Revenue growth | +10.2% | +6.7% |
| Operating margin | 4.5% | 13.7% |
| Net margin | 1.8% | 7.8% |
| Return on equity | 10.9% | 15.5% |
| Return on assets | 2.6% | 8.7% |
| Return on invested capital | 6.7% | 15.9% |
| FCF yield | -5.2% | 5.5% |
| Dividend yield | 0.7% | 2.0% |
| Debt / equity | 1.85 | 0.00 |
| Current ratio | 1.21 | 1.01 |
| Altman Z (solvency) | 7.57 | 3.65 |
| Piotroski F (quality) | 7 / 9 | 8 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.