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CCL vs. YUMC: Carnival vs. Yum China Stock Comparison

How do Carnival (CCL) and Yum China (YUMC) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.

Company Profile

Carnival (CCL) and Yum China (YUMC) both belong to the Hotels, Restaurants & Leisure industry, though CCL is classified under Hotels, Resorts & Cruise Lines while YUMC falls under Restaurants.

Company profile comparison for Carnival (CCL) and Yum China (YUMC)
Profile ItemCCLYUMC
NameCarnival Corporation Ltd.Yum China Holdings, Inc.
Country/RegionUnited StatesChina
GICS SectorConsumer DiscretionaryConsumer Discretionary
GICS Industry GroupConsumer ServicesConsumer Services
GICS IndustryHotels, Restaurants & LeisureHotels, Restaurants & Leisure
GICS Sub-IndustryHotels, Resorts & Cruise LinesRestaurants
Market Capitalization39.77 billion USD16.79 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateJuly 24, 1987October 17, 2016
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

CCL
YUMC
GSPC
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Carnival (CCL) vs. Yum China (YUMC), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Carnival (CCL) and Yum China (YUMC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Carnival (CCL) and Yum China (YUMC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Total Return (1Y)17.32%17.02%
Total Return (3Y, Annualized)36.57%6.80%
Total Return (5Y, Annualized)5.35%-0.60%

Risk Profile

Drawdown History

CCL
YUMC
GSPC
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Carnival (CCL) vs. Yum China (YUMC), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Carnival (CCL) and Yum China (YUMC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Carnival (CCL) has a highly aggressive beta of 2.42, indicating much higher sensitivity to broad-market moves, while Yum China (YUMC) is defensive at 0.01 and tends to be less market-sensitive — a wide gap in beta profiles.

Risk profile metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Volatility (1Y, Annualized)49.89%25.40%
Beta (5Y)2.420.01
Max Drawdown (5Y)-73.60%-53.84%
Avg. Volume (3M)21.48M1.59M

Risk-Adjusted Performance

Risk-Return Positioning

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CCL and YUMC are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Sharpe Ratio (1Y)0.260.50
Sortino Ratio (1Y)0.430.77

Profitability

ROE (TTM)

Both Carnival (CCL) at 24.00% and Yum China (YUMC) at 17.35% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

CCL

Consumer Services industry group

24.00%

Max
76.75%
Q3
34.07%
CCL
24.00%
Median
15.90%
Q1
3.23%
Min
-40.61%

YUMC

Consumer Services industry group

17.35%

Max
76.75%
Q3
34.07%
YUMC
17.35%
Median
15.90%
Q1
3.23%
Min
-40.61%
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their ROE against the Consumer Services industry group benchmark.

Net Margin (TTM)

Both Carnival (CCL) at 11.37% and Yum China (YUMC) at 7.90% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.

CCL

Consumer Services industry group

11.37%

Max
25.52%
Q3
12.95%
CCL
11.37%
Median
6.63%
Q1
1.46%
Min
-14.36%

YUMC

Consumer Services industry group

7.90%

Max
25.52%
Q3
12.95%
YUMC
7.90%
Median
6.63%
Q1
1.46%
Min
-14.36%
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their net margin against the Consumer Services industry group benchmark.

Operating Margin (TTM)

Carnival (CCL) at 26.43% operates in the top operating margin quartile, ahead of Yum China (YUMC) at 13.09%, which runs around its industry’s norm.

CCL

Consumer Services industry group

26.43%

Max
49.05%
CCL
26.43%
Q3
24.35%
Median
14.23%
Q1
5.67%
Min
-16.47%

YUMC

Consumer Services industry group

13.09%

Max
49.05%
Q3
24.35%
Median
14.23%
YUMC
13.09%
Q1
5.67%
Min
-16.47%
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their operating margin against the Consumer Services industry group benchmark.

Profitability Metrics

Profitability metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
ROE (TTM)24.00%17.35%
ROA (TTM)5.40%7.81%
Net Margin (TTM)11.37%7.90%
Operating Margin (TTM)26.43%13.09%
Gross Margin (TTM)55.38%20.45%

Growth

Revenue Growth

Both Carnival (CCL) at 6.39% and Yum China (YUMC) at 4.37% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.

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Carnival (CCL) vs. Yum China (YUMC): A comparison of their Revenue Growth across different time periods.

EPS Growth

Both Carnival (CCL) at 40.28% and Yum China (YUMC) at 7.73% land near their industries' usual EPS growth ranges, so bottom-line momentum looks broadly in line with peers on both sides.

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Carnival (CCL) vs. Yum China (YUMC): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Revenue Growth (YoY)6.39%4.37%
Revenue Growth (3Y CAGR)29.81%7.23%
EPS Growth (YoY)40.28%7.73%
EPS Growth (3Y CAGR)--34.14%

Financial Strength

Current Ratio (MRQ)

Both Carnival (CCL) at 0.27 and Yum China (YUMC) at 0.67 run current ratio in the tighter-liquidity quartile of industry peers, leaving thinner cushions against current liabilities than typical competitors.

CCL

Consumer Services industry group

0.27

Max
3.41
Q3
1.85
Median
1.06
Q1
0.72
CCL
0.27
Min
0.22

YUMC

Consumer Services industry group

0.67

Max
3.41
Q3
1.85
Median
1.06
Q1
0.72
YUMC
0.67
Min
0.22
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their current ratio against the Consumer Services industry group benchmark.

Debt / Equity (MRQ)

Both Carnival (CCL) at 1.77 and Yum China (YUMC) at 0.54 fund their balance sheets with roughly industry-typical debt-to-equity mixes.

CCL

Consumer Services industry group

1.77

Max
6.12
Q3
2.93
CCL
1.77
Median
1.29
Q1
0.37
Min
0.01

YUMC

Consumer Services industry group

0.54

Max
6.12
Q3
2.93
Median
1.29
YUMC
0.54
Q1
0.37
Min
0.01
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their debt-to-equity ratio against the Consumer Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Current Ratio (MRQ)0.270.67
Debt / Equity (MRQ)1.770.54
Net Debt / EBITDA3.280.85

Dividends

Dividend Yield (TTM)

Yum China (YUMC) at 2.23% delivers top-quartile income for its industry, while Carnival (CCL) at 1.53% pays a more typical yield — both are credible income propositions, YUMC the richer one.

CCL

Consumer Services industry group

1.53%

Max
4.10%
Q3
1.82%
CCL
1.53%
Median
0.00%
Q1
0.00%
Min
0.00%

YUMC

Consumer Services industry group

2.23%

Max
4.10%
YUMC
2.23%
Q3
1.82%
Median
0.00%
Q1
0.00%
Min
0.00%
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their dividend yield against the Consumer Services industry group benchmark.

Dividend Payout Ratio (TTM)

Carnival (CCL) at 19.82% pays out a band-typical share of earnings, while Yum China (YUMC) at 38.54% distributes more than its industry norm — less retained, thinner cover.

CCL

Consumer Services industry group

19.82%

Max
89.80%
Q3
36.83%
CCL
19.82%
Median
0.00%
Q1
0.00%
Min
0.00%

YUMC

Consumer Services industry group

38.54%

Max
89.80%
YUMC
38.54%
Q3
36.83%
Median
0.00%
Q1
0.00%
Min
0.00%
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their payout ratio against the Consumer Services industry group benchmark.

Dividend Metrics

Dividend metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
Dividend Yield (TTM)1.53%2.23%
Dividend Payout Ratio (TTM)19.82%38.54%

Valuation

P/E Ratio (TTM)

Both Carnival (CCL) at 13.03 and Yum China (YUMC) at 17.34 land around their industries’ usual P/E ratio levels — neither is getting a clear earnings-multiple discount or premium versus peers.

CCL

Consumer Services industry group

13.03

Max
71.70
Q3
37.12
Median
21.88
CCL
13.03
Q1
13.00
Min
5.72

YUMC

Consumer Services industry group

17.34

Max
71.70
Q3
37.12
Median
21.88
YUMC
17.34
Q1
13.00
Min
5.72
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their P/E ratio against the Consumer Services industry group benchmark.

P/S Ratio (TTM)

On P/S ratio, both Carnival (CCL) at 1.44 and Yum China (YUMC) at 1.32 are priced roughly in line with their industries — neither looks cheap nor rich on a sales basis.

CCL

Consumer Services industry group

1.44

Max
6.40
Q3
3.01
Median
1.54
CCL
1.44
Q1
0.74
Min
0.08

YUMC

Consumer Services industry group

1.32

Max
6.40
Q3
3.01
Median
1.54
YUMC
1.32
Q1
0.74
Min
0.08
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their P/S ratio against the Consumer Services industry group benchmark.

P/B Ratio (MRQ)

On P/B ratio, both Carnival (CCL) at 2.82 and Yum China (YUMC) at 3.19 are valued close to their industries’ norm against book — neither stands out from peers.

CCL

Consumer Services industry group

2.82

Max
12.02
Q3
5.58
CCL
2.82
Median
2.37
Q1
1.09
Min
-4.51

YUMC

Consumer Services industry group

3.19

Max
12.02
Q3
5.58
YUMC
3.19
Median
2.37
Q1
1.09
Min
-4.51
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Carnival (CCL) vs. Yum China (YUMC): A comparison of their P/B ratio against the Consumer Services industry group benchmark.

Valuation Metrics

Valuation metrics for Carnival (CCL) and Yum China (YUMC)
MetricCCLYUMC
P/E Ratio (TTM)13.0317.34
P/S Ratio (TTM)1.441.32
P/B Ratio (MRQ)2.823.19
Free Cash Flow Yield (TTM)4.54%-2.30%