YUMC

Yum China Holdings, Inc.

Consumer Cyclical · $14.2B market cap

Share price

$39.98

close of Oct 3, 2026

Fair value

$50.59

Sticker Price

Payback Price

$20.24

buy price

Undervalued

YUMC is Undervalued: at $39.98 it trades 21% below its fair value of $50.59. Its buy price (Payback Price) is $20.24, 49% below today's price. Business quality is limited: none of the 5 key numbers clears the 10% bar.

How we valued it

Free Cash Flow Growth. Free cash flow is growing faster than reported earnings, so we project free cash flow 10 years ahead instead.

Business quality

0 of 5 clear the 10% bar. What are the Big Five?

Earnings per share growth4.7% a year✗

Equity per share growth9.4% a year✗

Sales growth5.0% a year✗

Free cash flow growth9.0% a year✗

Return on invested capital9.6%✗

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Insider activity

Since Jun 17, 2026: no open-market purchases, 6 sales worth $1.8M and 67 other filings (stock awards, tax withholding and similar). Why purchases matter

Sales

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

Sold

$918K

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

Sold

$58K

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

Sold

$158K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

Sold

$206K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

Sold

$237K

Show all 6 sales

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

Sold

$253K

Other filings

Ding Adrian

Chief Financial Officer · 2026-09-17

Award

134 shares

Ding Adrian

Chief Financial Officer · 2026-09-17

Award

43 shares

Ding Adrian

Chief Financial Officer · 2026-09-17

Award

45 shares

Ding Adrian

Chief Financial Officer · 2026-09-17

Award

22 shares

LIU Pingping

Chief Legal Officer · 2026-09-17

Award

49 shares

Show all 67 other filings

LIU Pingping

Chief Legal Officer · 2026-09-17

Award

25 shares

LIU Pingping

Chief Legal Officer · 2026-09-17

Award

9 shares

LIU Pingping

Chief Legal Officer · 2026-09-17

Award

1 shares

Lu Xueling

Controller and PAO · 2026-09-17

Award

27 shares

Lu Xueling

Controller and PAO · 2026-09-17

Award

17 shares

Lu Xueling

Controller and PAO · 2026-09-17

Award

10 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-09-17

Award

76 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-09-17

Award

42 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-09-17

Award

22 shares

Zhang Leila

Chief Technology Officer · 2026-09-17

Award

49 shares

Zhang Leila

Chief Technology Officer · 2026-09-17

Award

35 shares

Zhang Leila

Chief Technology Officer · 2026-09-17

Award

22 shares

Wang Warton

General Manager, KFC · 2026-09-17

Award

147 shares

Wang Warton

General Manager, KFC · 2026-09-17

Award

88 shares

Wang Warton

General Manager, KFC · 2026-09-17

Award

44 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-09-17

Award

82 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-09-17

Award

60 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-09-17

Award

33 shares

Wat Joey

Chief Executive Officer · 2026-09-17

Award

612 shares

Wat Joey

Chief Executive Officer · 2026-09-17

Award

505 shares

Wat Joey

Chief Executive Officer · 2026-09-17

Award

316 shares

DING Jerry

Chief People Officer · 2026-09-01

Tax withholding

$27K

DING Jerry

Chief People Officer · 2026-09-01

Option exercise

1,318 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

D-Return

$437K

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

Option exercise

$203K

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

D-Return

$203K

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-08-18

Option exercise

$437K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

D-Return

$297K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

D-Return

$329K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

Option exercise

$329K

Kuai Jeff

General Manager, Pizza Hut · 2026-08-12

Option exercise

$297K

DING Jerry

Chief People Officer · 2026-06-17

Award

2 shares

DING Jerry

Chief People Officer · 2026-06-17

Award

8 shares

DING Jerry

Chief People Officer · 2026-06-17

Award

10 shares

DING Jerry

Chief People Officer · 2026-06-17

Award

23 shares

DING Jerry

Chief People Officer · 2026-06-17

Award

46 shares

Ding Adrian

Chief Financial Officer · 2026-06-17

Award

21 shares

Ding Adrian

Chief Financial Officer · 2026-06-17

Award

41 shares

Ding Adrian

Chief Financial Officer · 2026-06-17

Award

43 shares

Ding Adrian

Chief Financial Officer · 2026-06-17

Award

127 shares

LIU Pingping

Chief Legal Officer · 2026-06-17

Award

1 shares

LIU Pingping

Chief Legal Officer · 2026-06-17

Award

9 shares

LIU Pingping

Chief Legal Officer · 2026-06-17

Award

23 shares

LIU Pingping

Chief Legal Officer · 2026-06-17

Award

46 shares

Wat Joey

Chief Executive Officer · 2026-06-17

Award

299 shares

Wat Joey

Chief Executive Officer · 2026-06-17

Award

479 shares

Wat Joey

Chief Executive Officer · 2026-06-17

Award

581 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-06-17

Award

31 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-06-17

Award

57 shares

Kuai Jeff

General Manager, Pizza Hut · 2026-06-17

Award

78 shares

Wang Warton

General Manager, KFC · 2026-06-17

Award

41 shares

Wang Warton

General Manager, KFC · 2026-06-17

Award

83 shares

Wang Warton

General Manager, KFC · 2026-06-17

Award

139 shares

Zhang Leila

Chief Technology Officer · 2026-06-17

Award

21 shares

Zhang Leila

Chief Technology Officer · 2026-06-17

Award

33 shares

Zhang Leila

Chief Technology Officer · 2026-06-17

Award

46 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-06-17

Award

21 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-06-17

Award

40 shares

HUANG Duoduo (Howard)

Chief Supply Chain Officer · 2026-06-17

Award

72 shares

Lu Xueling

Controller and PAO · 2026-06-17

Award

9 shares

Lu Xueling

Controller and PAO · 2026-06-17

Award

16 shares

Lu Xueling

Controller and PAO · 2026-06-17

Award

26 shares

About Yum China Holdings, Inc.

Yum China Holdings, Inc. is a prominent player in China's restaurant sector, engaging in the ownership, operation, and franchising of various dining establishments. Its core operations are structured around two primary segments: KFC and Pizza Hut. The company manages a diverse portfolio of restaurant brands, including popular names like KFC (known for chicken), Pizza Hut (pizza), Little Sheep (hot pot), Huang Ji…

Restaurants

Fair value and Payback Price are estimates from the company's reported financials, not investment advice. Prices as of the close of Oct 3, 2026. How the Payback Price works

Verdict

How we valued it

Business quality

Insider activity

Sales

Other filings

About Yum China Holdings, Inc.