Wayfair Inc vs Yum! Brands, Inc. — how do they compare? Wayfair Inc trades at $84.81 (market cap $11.58B), while Yum! Brands, Inc. trades at $146.38 (market cap $40.62B). The key difference: Yum! Brands, Inc. is far larger — about 3.5× Wayfair Inc's market cap, and Yum! Brands, Inc. pays a 2.04% dividend while Wayfair Inc pays none. Which is the better fit depends on your goals.
| W | YUM | |
|---|---|---|
Market Cap | $11.58B | $40.62B |
Sector | Consumer Cyclical | Consumer Cyclical |
52-Week High | $119.05 | $168.16 |
52-Week Low | $56.42 | $138.21 |
Enterprise Value | $14.16B | $51.88B |
Dividend Yield | — | 2.04% |
Signals from Pluang's Aura AI — not financial advice
Wayfair (W) trades at $87.76, down 1.74% today, showing mixed technical signals with a neutral overall rating. The company continues to face profitability challenges with negative net income margins (-2.41%) despite strong revenue growth to $12.46 billion in 2025. Recent earnings performance has been inconsistent, with a Q2 2026 miss after previous beats. Analyst sentiment remains positive with 52% buy ratings and a $93.58 consensus target, while the company expands into physical retail and leverages AI capabilities.
The stock presents a growth story with improving operational cash flow and market share gains in e-commerce, but faces significant execution risks from high debt levels (95% debt-to-asset ratio) and persistent unprofitability. Current valuation at 0.89 P/S appears reasonable for the sector, though the elevated EV/EBITDA of 110.6 signals premium pricing expectations. Near-term catalysts include the July Black Friday sale and brick-and-mortar expansion, but macroeconomic pressures on housing remain a headwind.
YUM trades at $147.10, down 0.55% amid a cyclosporiasis outbreak linked to Taco Bell lettuce. Technicals are bearish with key support at $145, while fundamentals show steady revenue growth to $8.21B in 2025 and a net margin of 20.48%. The company maintains strong cash flow from operations of $2.01B but carries high long-term debt of $11.25B.
Despite near-term headwinds from food safety concerns, YUM's diversified brand portfolio and consistent profitability support a positive long-term outlook. Analyst consensus price target of $177 suggests 20% upside, but investors should monitor outbreak resolution and Q2 2026 earnings due soon.
Trailing returns across standard periods
Latest headlines on both assets
Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →Yum Brands is a U.S.-based restaurant operator featuring a portfolio of four brands: KFC (26,930 global units), Pizza Hut (18,380 units), Taco Bell (7,790 units), and The Habit Burger (310 units) at year-end 2021. With $58 billion in 2021 systemwide sales, the firm is the second-largest restaurant company in the world, behind McDonald's ($112.5 billion) but ahead of Restaurant Brands International ($36 billion) and Starbucks ($25 billion). Yum is 98% franchised, with the largest franchisee, Yum China, created via a 2016 spinoff transaction (after which Yum China agreed to pay 3% royalties to Yum Brands in perpetuity). Yum is the newest evolution of Tricon Brands, formerly a division of PepsiCo, and generates the bulk of its revenue from franchise royalties and marketing contributions.
Read more on YUM →