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Yum! Brands (YUM) Stock Analysis

Consumer Cyclical Updated August 23, 2026
$152.97
52W $137.33 – $170.14
64/100
$42.17B
19.1
0.55
AI Committee Verdict
Buy
64/100
Conviction: Contested · 50% agreement · 4 analysts
+0.2%
-0.2%
0.64:1
Contested
Buy rating, but near-term risk/reward is unfavorable
The long-term recommendation is based on the composite investment score. The near-term risk/reward is based on nearby support and resistance levels. These can differ when a strong company trades close to resistance with support further below.

Is YUM Bullish or Bearish?

Bullish. Innellis AI committee rates Yum! Brands Inc. (YUM) Buy with a composite score of 64/100 , based on 4 analysts with 50% agreement. Last updated August 23, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +11.02 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -8.98 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.

Bull & Bear Case

Bull Case
  • Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
  • MACD histogram positive -- bullish momentum — Technical
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • Trend and market structure agree -- coherent bearish picture — Technical
  • Daily trend (downtrend) conflicts with the weekly trend (uptrend) -- fighting the larger trend — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 23, 2026
Overall Committee Score
64/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 10%
of 178 Consumer Cyclical peers
Growth Analyst bullish
85 / 100 · Low confidence
Strong, accelerating growth with consistent execution
+ Quarter-over-quarter growth rate is ACCELERATING, not just positive
Technical Analyst neutral
46 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Macro Analyst bullish
65 / 100 · Low confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
News Analyst neutral
60 / 100 · Low confidence
News flow is mixed or quiet -- no strong signal either way right now
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 3069.37)
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Investment Thesis Evolution

Committee score strengthened from 54.9 to 64.0.

Analyst-level changes:
  • Growth Analyst: score 78->85 (+7).
  • Risk Analyst abstained (was bearish at 30).
  • Value Analyst abstained (was neutral at 50).

Comparing 2026-08-22 to 2026-08-23 (1 day apart).

Technical Analysis

RSI (14)
61.5
Neutral
MACD Histogram
0.501
Bullish Momentum
Trend Direction
Downtrend
Weekly: Uptrend
Market Structure
Lh Ll
Support
$152.58
Resistance
$153.21
Bollinger %B
0.74
Inside Bands
Price vs Moving Averages
EMA 9
$149.30 Above
EMA 21
$149.89 Above
EMA 50
$151.78 Above
EMA 200
$152.90 Above

Fundamental Analysis

Valuation
95
Growth
68
Profitability
66
Financial Health
50
Cash Flow
70
Valuation
P/E Ratio 19.1×
P/B Ratio -5.96×
PEG Ratio 0.34
Dividend Yield 1.91%
52W High $170.14
52W Low $137.33
Quality & Growth
ROE -2128.3%
ROA 1901.9%
Gross Margin 4580.4%
Operating Margin 3099.1%
Revenue Growth YoY
Debt / Equity -1.73
AI Fundamental Assessment
P/E ratio of 19.1 (inexpensive relative to a 15-40x range); Price-to-book of -6.0x; PEG ratio of 0.3 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -21.3%; Return on assets of 19.0%; Net margin of 25.4%; Gross margin of 45.8%; Current ratio of 0.59 (tight short-term liquidity); Debt-to-equity of -1.73; Free cash flow per share is positive (6.06); Most recent quarter beat estimates by 1.5%; 2 consecutive earnings beats; EPS growth accelerating (-13.3% -> +8.0% QoQ); Average YoY EPS growth of 12.5%; Analyst estimates falling over recent quarters
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