VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

McDonald's Corporation vs Yum China Holdings, Inc.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

McDonald's Corporation

MCD · New York Stock Exchange

Market cap (USD)$221.3B
SectorConsumer
CountryUS
Data as of2025-12-30
Moat score
80/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into McDonald's Corporation's moat claims, evidence, and risks.

View MCD analysis

Yum China Holdings, Inc.

YUMC · New York Stock Exchange

Market cap (USD)
SectorConsumer
CountryUS
Data as of2025-12-28
Moat score
75/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Yum China Holdings, Inc.'s moat claims, evidence, and risks.

View YUMC analysis

Comparison highlights

  • Moat score gap: McDonald's Corporation leads (80 / 100 vs 75 / 100 for Yum China Holdings, Inc.).
  • Segment focus: McDonald's Corporation has 3 segments (48.7% in International Operated Markets); Yum China Holdings, Inc. has 3 segments (75.3% in KFC).
  • Primary market structure: Competitive vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: McDonald's Corporation has 5 moat types across 2 domains; Yum China Holdings, Inc. has 7 across 3.

Primary market context

McDonald's Corporation

International Operated Markets

Market

Quick-service restaurants and informal eating out (IEO)

Geography

International operated markets (e.g., Australia, Canada, France, Germany, Italy, Poland, Spain, U.K.)

Customer

Consumers (end customers) and franchisees (B2B system partners)

Role

Franchisor / restaurant operator

Revenue share

48.7%

Yum China Holdings, Inc.

KFC

Market

Quick-service restaurants (QSR), chicken-focused, in China

Geography

China

Customer

Consumers (end-users) via dine-in, takeaway and delivery

Role

Brand owner/operator (company-owned + franchised restaurants)

Revenue share

75.3%

Side-by-side metrics

McDonald's Corporation
Yum China Holdings, Inc.
Ticker / Exchange
MCD - New York Stock Exchange
YUMC - New York Stock Exchange
Market cap (USD)
$221.3B
n/a
Sector
Consumer
Consumer
HQ country
US
US
Primary segment
International Operated Markets
KFC
Market structure
Competitive
Oligopoly
Market share
n/a
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
80 / 100
75 / 100
Moat domains
Demand, Supply
Legal, Demand, Supply
Last update
2025-12-30
2025-12-28

Moat coverage

Shared moat types

Brand TrustPhysical Network DensityOperational Excellence

McDonald's Corporation strengths

Distribution ControlLong Term Contracts

Yum China Holdings, Inc. strengths

Contractual ExclusivitySupply Chain ControlHabit DefaultScope Economies

Segment mix

McDonald's Corporation segments

Full profile >

U.S.

Competitive

41%

International Operated Markets

Competitive

48.7%

International Developmental Licensed Markets & Corporate

Competitive

10.3%

Yum China Holdings, Inc. segments

Full profile >

KFC

Oligopoly

75.3%

Pizza Hut

Competitive

20%

All Other Segments (Emerging brands, delivery & e-commerce)

Competitive

1.6%

Want the full wide moat stocks list?

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.