Arko Corp. vs Yum China Holdings Inc — how do they compare? Arko Corp. trades at $8.07 (market cap $905.34M), while Yum China Holdings Inc trades at $43.96 (market cap $14.80B). The key difference: Yum China Holdings Inc is far larger — about 16.3× Arko Corp.'s market cap, and Yum China Holdings Inc pays the higher dividend (2.7%). Which is the better fit depends on your goals.
| ARKO | YUMC | |
|---|---|---|
Market Cap | $905.34M | $14.80B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $8.64 | $57.95 |
52-Week Low | $3.82 | $40.18 |
Enterprise Value | $3.08B | $15.69B |
Dividend Yield | 1.49% | 2.7% |
Signals from Pluang's Aura AI — not financial advice
ARKO trades at $8.07, up 1.25% today, with a bullish technical signal from moving averages. The company reported Q1 2026 earnings that beat expectations, though revenue has declined from $9.4B in 2023 to $7.6B in 2025. Valuation metrics show a high P/E of 40.35 but a low P/S of 0.12, and the firm maintains positive operating cash flow of $193M in 2025. A recent dividend of $0.03 per share was declared for May 2026.
ARKO presents a mixed outlook; low valuation multiples and defensive positioning amid inflation offer value, but declining revenue and thin net margins near 0.38% pose profitability risks. Analyst consensus is entirely Hold, reflecting caution. Key risks include competitive pressures in fuel distribution and sensitivity to economic cycles, requiring careful monitoring of cash flow sustainability for dividend coverage.
YUMC trades at $43.02, up 1.68% today, with a neutral technical signal and strong fundamentals including consistent earnings beats. Revenue grew to $11.80B in 2025, with a net margin of 7.83%. The company recently announced a $0.29 dividend and a $512M share repurchase, while acquiring full ownership of Pizza Hut in mainland China, signaling strategic expansion.
Outlook remains positive with analyst consensus at 74% buy ratings, though risks include China's competitive dining market and currency volatility. The stock's P/E of 16.48 and ROE of 16.87% support value, but investors should monitor Q2 2026 earnings due July 30, 2026, for growth sustainability.
Trailing returns across standard periods
Latest headlines on both assets
ARKO Corp operates as a holding company. The company, through its subsidiaries, owns and operates convenience stores in the United States. Some of its regional store brands include Stop, Admiral, Apple Market, BreadBox, E-Z Mart, fas mart, Li'l Cricket, and Next Door Store. Its retail store offers hot food service, beverages, cigarettes & other tobacco products, candy, salty snacks, grocery, beer, and general merchandise. ARKO operates in three segments: Retail, Wholesale, and GPM Petroleum. The company derives the majority of its revenue from retail and wholesale distribution of fuel.
Read more on ARKO →With almost 10,600 units and USD 9.5 billion in systemwide sales in 2020, Yum China is the largest restaurant chain in China. It generates revenue through its own restaurants and franchise fees. Key concepts include KFC (7,166 units) and Pizza Hut (2,355), but the company's portfolio also includes other brands such as Little Sheep, East Dawning, Taco Bell, Huang Ji Huang, COFFii & Joy, and Lavazza (collectively representing about 985 units). Yum China is a trademark licensee of Yum Brands, paying 3% of total systemwide sales to the company it separated from in October 2016.
Read more on YUMC →