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Restaurant Brands International vs Yum China Holdings (QSR vs YUMC)

Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.

Yum China Holdings is the larger company by revenue ($11.8B vs $9.4B). Restaurant Brands International carries the larger market value ($34.5B vs $14.9B). Restaurant Brands International has grown revenue faster over the last 4 fiscal years (+64.4% cumulative vs +19.7%). Restaurant Brands International runs the higher operating margin (23.3% vs 10.9%). Yum China Holdings trades at the lower trailing P/E (16.8x vs 24.3x).

About Restaurant Brands International

Restaurant Brands International Inc. operates one of the largest quick service restaurant companies globally, with over 33,000 restaurants in more than 120 countries. The company owns and franchises four main brands: Tim Hortons, Burger King, Popeyes, and Firehouse Subs, offering a range of food and beverage products including coffee, hamburgers, chicken, and sandwiches. Most of its restaurants are franchised, serving customers worldwide through a network of franchisees and company-operated locations.

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 (QSR FY2025 vs YUMC FY2025)

MetricQSRFY2025YUMCFY2025
Revenue$9.43B$11.80B
Revenue growth (YoY)12.2%4.4%
Gross margin
Operating margin23.3%10.9%
Net margin11.4%7.9%
Net income$1.07B$929.0M
Diluted EPS$2.35$2.51
FCF margin15.4%7.1%
ROE20.8%15.2%
Debt / equity2.6×
Market cap$34.49B$14.89B
P/E (TTM)24.3×16.8×

Fundamentals are from each company’s SEC filings (QSR FY2025, YUMC FY2025). P/E and market cap are derived from recent market prices and update daily.

Five-year trend (as reported)

RevenueFY2021FY2022FY2023FY2024FY2025
QSR$5.74B$6.50B$7.02B$8.41B$9.43B
YUMC$9.85B$9.57B$10.98B$11.30B$11.80B
Net incomeFY2021FY2022FY2023FY2024FY2025
QSR$1.25B$1.48B$1.72B$1.45B$1.07B
YUMC$990.0M$442.0M$827.0M$911.0M$929.0M
Operating marginFY2021FY2022FY2023FY2024FY2025
QSR32.7%29.2%29.2%28.8%23.3%
YUMC14.1%6.6%10.1%10.3%10.9%

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.

MetricQSRYUMC
Operating margin
23.3%90th percentile of 40
10.9%77th percentile of 40
Net margin
11.4%85th percentile of 42
7.9%80th percentile of 42
FCF margin
15.4%90th percentile of 42
7.1%73rd percentile of 42
Revenue growth (YoY)
+12.2%78th percentile of 42
+4.4%44th percentile of 42
ROE
20.8%71st percentile of 29
15.2%68th percentile of 29
P/E (TTM)
24.3×54th percentile of 27
16.8×15th percentile of 27
Short interest (days to cover)
5.19d78th percentile of 41
2.54d30th percentile of 41

Short interest

FINRA settlement dataQSRYUMC
Shares sold short17.5M4.6M
Change vs prior settlement-3.4%+5.3%
Days to cover5.192.54
As of settlement2026-06-302026-06-30

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

5 tracked 13F managers hold both Restaurant Brands International and Yum China Holdings as of their latest quarterly filings: AQR Capital Management, Citadel Advisors, D. E. Shaw, Millennium Management, Point72 Asset Management. 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.