PortfoliosLab logo
PepsiCo, Inc. (PEP)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US7134481081

CUSIP

713448108

IPO Date

Jan 13, 1978

Highlights

Market Cap

$178.84B

EPS (TTM)

$6.79

PE Ratio

19.21

PEG Ratio

2.33

Total Revenue (TTM)

$91.52B

Gross Profit (TTM)

$50.10B

EBITDA (TTM)

$16.57B

Year Range

$130.16 - $177.51

Target Price

$151.55

Short %

1.44%

Short Ratio

2.45

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Performance

Performance Chart


Loading data...

Returns By Period

PepsiCo, Inc. (PEP) returned -13.46% year-to-date (YTD) and -25.04% over the past 12 months. Over the past 10 years, PEP returned 6.15% annually, underperforming the S&P 500 benchmark at 10.46%.


PEP

YTD

-13.46%

1M

-9.50%

6M

-19.62%

1Y

-25.04%

5Y*

2.36%

10Y*

6.15%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*Annualized

Monthly Returns

The table below presents the monthly returns of PEP, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.90%1.84%-1.44%-9.58%-3.79%-13.46%
2024-0.77%-1.14%5.85%0.51%-1.71%-3.86%4.69%0.12%-0.89%-2.33%-1.58%-6.18%-7.60%
2023-5.34%1.47%5.76%4.71%-4.47%2.28%1.21%-4.42%-4.77%-3.64%3.85%0.92%-3.29%
2022-0.11%-5.64%2.90%2.59%-2.31%0.04%4.98%-1.54%-4.59%11.22%2.16%-2.01%6.78%
2021-7.91%-5.40%10.36%1.92%2.62%0.89%5.93%-0.36%-3.16%7.44%-1.13%9.45%20.56%
20203.91%-7.03%-8.42%10.15%-0.56%1.32%4.08%1.74%-0.33%-3.83%8.21%3.55%11.67%
20191.98%3.47%5.98%4.49%-0.04%3.20%-2.53%6.98%0.96%0.05%-0.98%1.32%27.38%
20180.32%-8.79%0.21%-7.52%0.23%8.60%5.63%-2.60%0.64%0.52%8.51%-8.67%-4.81%
2017-0.81%6.36%2.04%1.27%3.88%-1.18%0.97%-0.06%-3.72%-1.08%6.44%2.92%17.82%
2016-0.62%-1.49%5.51%0.47%-1.74%5.50%2.81%-1.30%1.89%-1.44%-5.93%4.53%7.79%
2015-0.82%5.54%-2.75%-0.52%1.38%-2.49%3.22%-3.55%2.26%8.37%-1.99%0.46%8.75%
2014-3.11%-0.36%5.02%2.86%2.84%1.90%-1.39%4.98%1.37%3.31%4.09%-4.91%17.27%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of PEP is 3, meaning it’s performing worse than 97% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of PEP is 33
Overall Rank
The Sharpe Ratio Rank of PEP is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of PEP is 44
Sortino Ratio Rank
The Omega Ratio Rank of PEP is 66
Omega Ratio Rank
The Calmar Ratio Rank of PEP is 44
Calmar Ratio Rank
The Martin Ratio Rank of PEP is 11
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for PepsiCo, Inc. (PEP) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

PepsiCo, Inc. Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -1.24
  • 5-Year: 0.14
  • 10-Year: 0.32
  • All Time: 0.53

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of PepsiCo, Inc. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


Loading data...

Dividends

Dividend History

PepsiCo, Inc. provided a 4.17% dividend yield over the last twelve months, with an annual payout of $5.44 per share. The company has been increasing its dividends for 26 consecutive years, earning it the status of a dividend aristocrat.


2.40%2.60%2.80%3.00%3.20%3.40%3.60%$0.00$1.00$2.00$3.00$4.00$5.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$5.44$5.35$4.96$4.53$4.26$4.02$3.79$3.59$3.17$2.96$2.76$2.53

Dividend yield

4.17%3.52%2.92%2.51%2.45%2.71%2.77%3.25%2.64%2.83%2.76%2.68%

Monthly Dividends

The table displays the monthly dividend distributions for PepsiCo, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$1.36$0.00$0.00$1.36
2024$0.00$1.27$0.00$0.00$0.00$1.36$0.00$0.00$1.36$0.00$0.00$1.36$5.35
2023$0.00$0.00$1.15$0.00$0.00$1.27$0.00$1.27$0.00$0.00$1.27$0.00$4.96
2022$0.00$0.00$1.08$0.00$0.00$1.15$0.00$0.00$1.15$0.00$0.00$1.15$4.53
2021$0.00$0.00$1.02$0.00$0.00$1.08$0.00$0.00$1.08$0.00$0.00$1.08$4.26
2020$0.00$0.00$0.96$0.00$0.00$1.02$0.00$0.00$1.02$0.00$0.00$1.02$4.02
2019$0.00$0.93$0.00$0.00$0.00$0.96$0.00$0.00$0.96$0.00$0.00$0.96$3.79
2018$0.00$0.00$0.81$0.00$0.93$0.00$0.00$0.00$0.93$0.00$0.00$0.93$3.59
2017$0.00$0.00$0.75$0.00$0.81$0.00$0.00$0.81$0.00$0.00$0.81$0.00$3.17
2016$0.00$0.00$0.70$0.00$0.00$0.75$0.00$0.75$0.00$0.00$0.75$0.00$2.96
2015$0.00$0.00$0.66$0.00$0.00$0.70$0.00$0.00$0.70$0.00$0.00$0.70$2.76
2014$0.57$0.00$0.00$0.66$0.00$0.00$0.66$0.00$0.00$0.66$2.53

Dividend Yield & Payout


Dividend Yield

PepsiCo, Inc. has a dividend yield of 4.17%, which is quite average when compared to the overall market.

Payout Ratio

PepsiCo, Inc. has a payout ratio of 68.52%, which is quite average when compared to the overall market. This suggests that PepsiCo, Inc. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


Loading data...

Worst Drawdowns

The table below displays the maximum drawdowns of the PepsiCo, Inc.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the PepsiCo, Inc. was 40.41%, occurring on Mar 9, 2009. Recovery took 827 trading sessions.

The current PepsiCo, Inc. drawdown is 29.24%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-40.41%Jan 11, 2008291Mar 9, 2009827Jun 18, 20121118
-37.43%Apr 6, 1998103Aug 31, 1998451Jun 14, 2000554
-32.98%Apr 22, 200264Jul 22, 2002400Feb 23, 2004464
-30.61%Apr 1, 1993335Jul 28, 1994192May 2, 1995527
-29.24%May 15, 2023499May 9, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


Loading data...

Financials

Financial Performance

The chart below illustrates the trends in the financial health of PepsiCo, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.


Annual
Quarterly

0.0

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of PepsiCo, Inc., comparing actual results with analytics estimates. The company met analyst expectations for EPS in the past quarter.


1.001.201.401.601.802.002.202.4020212022202320242025
1.48
1.49
Actual
Estimate

Valuation

The Valuation section provides an overview of how PepsiCo, Inc. is priced in the market compared to other companies in the Beverages - Non-Alcoholic industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for PEP, comparing it with other companies in the Beverages - Non-Alcoholic industry. Currently, PEP has a P/E ratio of 19.2. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for PEP compared to other companies in the Beverages - Non-Alcoholic industry. PEP currently has a PEG ratio of 2.3. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for PEP relative to other companies in the Beverages - Non-Alcoholic industry. Currently, PEP has a P/S ratio of 2.0. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for PEP in comparison with other companies in the Beverages - Non-Alcoholic industry. Currently, PEP has a P/B value of 9.8. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items