Yum! Brands, Inc.YUM
NYSE•Consumer Cyclical•Restaurants
Yum! Brands, Inc., together with its subsidiaries, develops, operates, and franchises traditional and non-traditional quick service restaurants in the United States, China, and internationally. The company operates in four segments: KFC Division, Taco Bell Division, Pizza Hut Division, and Habit Burger & Grill Division. It also operates restaurants under the KFC, Pizza Hut, Taco Bell, and Habit Burger & Grill brands, which specialize in chicken, Mexican-style food and pizza categories, made-to-order chargrilled burgers, sandwiches, and other products. The company was formerly known as TRICON Global Restaurants, Inc. and changed its name to Yum! Brands, Inc. in May 2002. Yum! Brands, Inc. was incorporated in 1997 and is headquartered in Louisville, Kentucky.
Yum! Brands, Inc. (YUM) reported trailing twelve months revenue of $8.49B as of March 2026, a 9.7% increase year-over-year. Quarterly revenue reached $2.06B, reflecting continued top-line momentum.
Yum! Brands, Inc. generated $1.74B in TTM net income, with quarterly EBITDA of $704.00M. The operating margin expanded from 30.7% to 31.3%, suggesting improving cost efficiency and pricing discipline.
The spread between operating margin (31.3%) and net margin (21.0%) indicates moderate non-operating costs. Net margin has improved from 14.2% a year ago, signaling stronger bottom-line efficiency.
YUM trades at a P/E of 24.6x (in line with broad market averages) and a P/S of 5.0x.
The company generated $341.00M in free cash flow over the trailing twelve months, a 2.4% increase year-over-year, indicating cash generation ability. The balance sheet shows $8.21B in total assets with $10.21B in long-term debt against $-7.28B in stockholders equity. Data based on the most recent quarterly reports.
Competitive analysis based on 21 quarters of fundamental data
Operating margins are stable at ~31.7%, suggesting durable pricing power and cost discipline.
Limited ROE data for a reliable assessment.
Free cash flow is consistently positive and growing — a hallmark of a capital-light business that can self-fund growth.
TTM revenue has grown consistently (7 of 7 quarters up), with ~19.4% growth over the period. Strong demand durability.
Data-driven red flags and warnings across 21 quarters
Margins are stable or improving at ~31.6% — no sign of cost or pricing stress.
FCF covers net income by 1.0x on average — earnings are well-supported by cash generation.
Limited debt-to-equity data available.
Revenue is stable or growing over recent quarters — demand appears durable.
Free cash flow is consistently positive — the business self-funds without external capital reliance.
Share count is stable — no significant dilution or buyback activity.
Quarterly standardized metrics.
Stock price and market valuation
Revenue and earnings growth across quarters
Assets, cash, debt, and leverage
Price multiples and return ratios
Operating efficiency and return metrics
Free cash flow, earnings quality, and capital allocation