Brinker International vs Yum! Brands

Add, change or remove companies; up to four.

KIRA’s take AI analyst

I put Brinker International and Yum! Brands side by side, using each one’s latest annual report. Here is what stands out:

Yum! Brands is the larger business, with $8.2B of revenue in fiscal 2025 against $5.8B for Brinker International.
Yum! Brands grew revenue faster (8.8%, against 7.9%).
Yum! Brands kept more of each dollar of sales as operating profit (31.3% operating margin, against 10.7%).
Yum! Brands turned more of its sales into free cash flow (20.0% FCF margin, against 9.6%).
Brinker International earned a higher return on the capital invested in it (66.0%, against 54.8%).

Who comes out ahead

Of the 9 measures where higher (or lower) is clearly better, how many each company leads.

Brinker International

EAT

5/9

5-year growthReturn on capitalPiotroski F-scoreNet debt / EBITDAShare count change

Yum! Brands

YUM

4/9

Revenue growthOperating marginNet marginFCF margin

Side by side

Best in the row

Latest fiscal year	EAT FY26	YUM FY25
Size
Market cap	$8.4B	$41.4B
Revenue	$5.8B	$8.2B
Free cash flow	$558M	$1.6B
Net income	$487M	$1.6B
Growth
Revenue growth	7.9%	8.8%
5-year growth	11.7%	7.8%
Share count change	−2.8%	−1.4%
Profitability
Gross margin	—	69.8%
Operating margin	10.7%	31.3%
Net margin	8.4%	19.0%
FCF margin	9.6%	20.0%
Return on capital	66.0%	54.8%
Return on equity	119.6%	—
Balance sheet
Net debt	$335M	$11.3B
Net debt / EBITDA	0.4x	4.1x
Dividends and buybacks	$444M	$1.3B
Valuation & quality
P/E	—	18.8x
Piotroski F-score	8	6

Ten years

Revenue

FY17

EAT $3.2B

YUM $5.9B

FY18

EAT $3.1B

YUM $5.7B

FY19

EAT $3.2B

YUM $5.6B

FY20

EAT $3.1B

YUM $5.7B

FY21

EAT $3.3B

YUM $6.6B

FY22

EAT $3.8B

YUM $6.8B

FY23

EAT $4.1B

YUM $7.1B

FY24

EAT $4.4B

YUM $7.5B

FY25

EAT $5.4B

YUM $8.2B

FY26

EAT $5.8B

YUM —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

EAT YUM

Operating margin

FY17

EAT 8.1%

YUM 47.0%

FY18

EAT 7.2%

YUM 40.4%

FY19

EAT 7.2%

YUM 34.5%

FY20

EAT 2.0%

YUM 26.6%

FY21

EAT 6.0%

YUM 32.5%

FY22

EAT 4.2%

YUM 32.0%

FY23

EAT 3.5%

YUM 32.8%

FY24

EAT 5.2%

YUM 31.8%

FY25

EAT 9.5%

YUM 31.3%

FY26

EAT 10.7%

YUM —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

EAT YUM

Free cash flow

FY17

EAT $213M

YUM $712M

FY18

EAT $183M

YUM $942M

FY19

EAT $45.1M

YUM $1.1B

FY20

EAT $141M

YUM $1.1B

FY21

EAT $276M

YUM $1.5B

FY22

EAT $102M

YUM $1.1B

FY23

EAT $71.4M

YUM $1.3B

FY24

EAT $223M

YUM $1.4B

FY25

EAT $414M

YUM $1.6B

FY26

EAT $558M

YUM —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

EAT YUM

Return on capital

FY17

EAT 23.0%

YUM 64.1%

FY18

EAT 21.3%

YUM 85.2%

FY19

EAT 34.6%

YUM 79.7%

FY20

EAT 11.2%

YUM 53.8%

FY21

EAT 27.6%

YUM 80.0%

FY22

EAT 23.8%

YUM 62.7%

FY23

EAT 19.4%

YUM 67.3%

FY24

EAT 28.1%

YUM 62.4%

FY25

EAT 54.3%

YUM 54.8%

FY26

EAT 66.0%

YUM —

FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26

EAT YUM

Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.