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Yum! Brands YUM

equity

Price History

$4.36$58.96$113.56$168.16
1997-09 · DCA start$5.82

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-65.5%-43.7%-21.8%0.0%
1997-092026-08 · -10.6%

Worst drawdown: −65%, peaking Mar 1999 and bottoming Jul 2000 — 59 months below the prior high before recovering.

DCA Backtest

Invested
$34,800
Value today
$252,602
Return
+625.9%
Months invested
348

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $52,314 today, so the real (inflation-adjusted) return is +382.9%.

Lump sum instead — $34,800 all at once in Sep 1997: $899,148 (+2483.8%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Feb 2026): $674.01 on $700 invested (-3.7%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
1997
1998
1999
2000
2001
2002
2003
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2006
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1997-09: +625.9%

About Yum! Brands

Yum! Brands, Inc. is an American multinational fast food corporation. Based in Louisville, Kentucky, the company operates KFC, Pizza Hut, Taco Bell, Habit Burger & Grill, and several technology companies. Yum! is one of the world's largest fast food restaurant companies in terms of system units. In 2016, Yum! had 43,617 restaurants, including 2,859 that were company-owned and 40,758 that were franchised, in 135 nations and territories worldwide. (Wikipedia)

It's a listed company categorised under consumer discretionary and restaurants, with a market cap of about $41.0B.

It rates Medium-Low Risk at 1.8/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (3.0/5).

Scoring well: sector / regulatory at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-Low Risk(1.8/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/519.4
  • Max drawdown from ATH3/565.5
  • Beta vs S&P 5002/50.69
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5364.8m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equitynot yet researched
  • Interest coverage (EBIT / interest)3/54.7
Earnings Quality1.0/5 · weight 15%
  • 3yr EPS volatility1/59.2
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory1.0/5 · weight 10%
  • Sector regulatory exposure1/5low

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.