Chipotle Mexican Grill vs Yum China Holdings (CMG vs YUMC)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Chipotle Mexican Grill has grown revenue faster over the last 4 fiscal years (+58.0% cumulative vs +19.7%). Chipotle Mexican Grill runs the higher operating margin (16.2% vs 10.9%). Yum China Holdings trades at the lower trailing P/E (16.8x vs 32.3x).
About Chipotle Mexican Grill
Chipotle Mexican Grill Inc operates a chain of restaurants offering a menu that includes burritos, burrito bowls, quesadillas, tacos, and salads. The company owns and operates thousands of restaurants primarily in the United States, with additional locations internationally, serving customers who seek responsibly sourced, high-quality food without artificial additives. Chipotle emphasizes food safety, sustainability, and digital innovation to enhance the customer experience and supports employee growth and inclusivity within its workforce.
About Yum China Holdings
Yum China Holdings, Inc. operates the largest restaurant network in China, with over 18,000 restaurants as of 2025. The company manages well-known brands including KFC, Pizza Hut, Lavazza, Huang Ji Huang, Little Sheep, and Taco Bell, offering a variety of quick-service and casual dining options. Yum China serves customers across more than 2,500 cities in China through company-owned and franchised restaurants.
Head to head (CMG FY2025 vs YUMC FY2025)
| Metric | CMGFY2025 | YUMCFY2025 |
|---|---|---|
| Revenue | $11.93B | $11.80B |
| Revenue growth (YoY) | 5.4% | 4.4% |
| Gross margin | — | — |
| Operating margin | 16.2% | 10.9% |
| Net margin | 12.9% | 7.9% |
| Net income | $1.54B | $929.0M |
| Diluted EPS | $1.14 | $2.51 |
| FCF margin | 12.1% | 7.1% |
| ROE | 54.3% | 15.2% |
| Debt / equity | 0.0× | — |
| Market cap | $45.22B | $14.89B |
| P/E (TTM) | 32.3× | 16.8× |
Fundamentals are from each company’s SEC filings (CMG FY2025, YUMC FY2025). P/E and market cap are derived from recent market prices and update daily.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| CMG | $7.55B | $8.63B | $9.87B | $11.31B | $11.93B |
| YUMC | $9.85B | $9.57B | $10.98B | $11.30B | $11.80B |
Peer standing
Where each company ranks among the 42 restaurant companies, on the same scale. Each figure is ranked only against peers that report it. Percentiles describe position in the distribution, not a rating.
| Metric | CMG | YUMC |
|---|---|---|
| Operating margin | 16.2%85th percentile of 40 | 10.9%77th percentile of 40 |
| Net margin | 12.9%93rd percentile of 42 | 7.9%80th percentile of 42 |
| FCF margin | 12.1%83rd percentile of 42 | 7.1%73rd percentile of 42 |
| Revenue growth (YoY) | +5.4%51st percentile of 42 | +4.4%44th percentile of 42 |
| ROE | 54.3%96th percentile of 29 | 15.2%68th percentile of 29 |
| P/E (TTM) | 32.3×73rd percentile of 27 | 16.8×15th percentile of 27 |
| Short interest (days to cover) | 2.29d28th percentile of 41 | 2.54d30th percentile of 41 |
Short interest
| FINRA settlement data | CMG | YUMC |
|---|---|---|
| Shares sold short | 51.9M | 4.6M |
| Change vs prior settlement | +3.8% | +5.3% |
| Days to cover | 2.29 | 2.54 |
| As of settlement | 2026-06-30 | 2026-06-30 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Held by the same investors
6 tracked 13F managers hold both Chipotle Mexican Grill and Yum China Holdings as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Millennium Management, Renaissance Technologies, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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Data sourced from SEC EDGAR (public domain). Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.