Realty Income Corp vs Yum China Holdings Inc — how do they compare? Realty Income Corp trades at $65.09 (market cap $60.60B), while Yum China Holdings Inc trades at $43.29 (market cap $14.69B). The key difference: Realty Income Corp is far larger — about 4.1× Yum China Holdings Inc's market cap, and Realty Income Corp pays the higher dividend (5%). Which is the better fit depends on your goals.
| O | YUMC | |
|---|---|---|
Market Cap | $60.60B | $14.69B |
Sector | Real Estate | Consumer Cyclical |
52-Week High | $67.56 | $57.95 |
52-Week Low | $55.93 | $40.18 |
Enterprise Value | $90.40B | $15.57B |
Dividend Yield | 5% | 2.71% |
Signals from Pluang's Aura AI — not financial advice
Realty Income (O) trades at $64.99, down 1.1% on the day, with a bullish technical signal from moving averages and a neutral RSI. The company reported revenue of $5.75B in 2025 with a net income margin of 19.05%, though recent quarterly EPS results have missed expectations. Analyst consensus is a Hold with a $67.43 price target, and the stock offers a consistent dividend, recently paying $0.27 per share.
Outlook remains mixed; growth via partnerships and a high 5.14% yield are positives, but elevated P/E of 53.43 and consecutive EPS misses pose risks. Investors should weigh the reliable income stream against valuation concerns and interest rate sensitivity.
YUMC trades at $42.77, down 2.51% today, with a bullish technical outlook supported by moving averages despite overbought RSI readings. The company shows consistent revenue growth, reaching $11.80B in 2025, and has beaten earnings estimates in three consecutive quarters. Recent strategic moves include the acquisition of Pizza Hut China, enhancing local control and cost synergies. Analyst sentiment remains strongly positive with 14 buy ratings and no sell recommendations.
The outlook for YUMC is favorable due to solid fundamentals and strategic initiatives, though risks include macroeconomic headwinds in China and competitive pressures. Valuation metrics like a P/E of 16.83 and EV/EBITDA of 8.76 suggest reasonable pricing relative to earnings, supporting potential upside if execution continues to exceed expectations.
Trailing returns across standard periods
Latest headlines on both assets
Realty Income owns roughly 11,400 properties, most of which are freestanding, single-tenant, triple-net-leased retail properties. Its properties are located in 49 states and Puerto Rico and are leased to 250 tenants from 47 industries. Recent acquisitions have added industrial, office, manufacturing, and distribution properties, which make up roughly 17% of revenue.
Read more on O →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 →