YUM! BRANDS, INC.

YUM · Consumer Discretionary · $41.3B mkt cap · FY2025 filings · Narrow moat

On the watchlist

Narrow moat

The four filters

Pricing power90

Median gross margin 73.4% over 9y, stable.

Returns on capital100

Median ROIC 69.5%, above the 9% hurdle in 100% of years.

Balance-sheet safety7

Net debt/EBITDA 4.0x, interest coverage 5x.

Capital discipline56

Owner earnings -0.6%/yr, share count shrinking (buybacks).

Margin of safety

Above valueOn sale

139% above value

Owner earnings (normalized): $1.6B
Est. intrinsic value / share: $62.66
Recent price: $149.47
Discount to value: 139% above value

Conservative model: 9% discount rate, 0% assumed growth (capped at 4%), maintenance capex ≈ min(capex, D&A).

Moat Score history

Score history begins 2026-07-17. Check back as the record builds.

Scores are logged append-only and never overwritten — this record can't be backfilled, which is exactly why it's worth keeping.

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Scored from primary SEC filings via the public methodology. Educational only — not a recommendation to buy or sell YUM. See the disclaimer.