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AM vs. PEP
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between AM and PEP is 0.40, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.


-0.50.00.51.0
Correlation: 0.4

Performance

AM vs. PEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Antero Midstream Corporation (AM) and PepsiCo, Inc. (PEP). The values are adjusted to include any dividend payments, if applicable.

30.00%40.00%50.00%60.00%70.00%80.00%90.00%NovemberDecember2025FebruaryMarchApril
59.52%
49.43%
AM
PEP

Key characteristics

Sharpe Ratio

AM:

1.12

PEP:

-0.98

Sortino Ratio

AM:

1.56

PEP:

-1.30

Omega Ratio

AM:

1.21

PEP:

0.84

Calmar Ratio

AM:

2.03

PEP:

-0.71

Martin Ratio

AM:

6.87

PEP:

-1.71

Ulcer Index

AM:

4.12%

PEP:

11.43%

Daily Std Dev

AM:

25.25%

PEP:

19.52%

Max Drawdown

AM:

-89.37%

PEP:

-40.41%

Current Drawdown

AM:

-7.31%

PEP:

-27.63%

Fundamentals

Market Cap

AM:

$8.13B

PEP:

$185.55B

EPS

AM:

$0.85

PEP:

$6.96

PE Ratio

AM:

19.98

PEP:

19.44

PEG Ratio

AM:

1.17

PEP:

2.42

PS Ratio

AM:

6.91

PEP:

2.02

PB Ratio

AM:

3.84

PEP:

10.81

Total Revenue (TTM)

AM:

$880.15M

PEP:

$91.52B

Gross Profit (TTM)

AM:

$560.13M

PEP:

$50.10B

EBITDA (TTM)

AM:

$717.93M

PEP:

$15.72B

Returns By Period

In the year-to-date period, AM achieves a 15.02% return, which is significantly higher than PEP's -11.51% return.


AM

YTD

15.02%

1M

-4.94%

6M

15.64%

1Y

25.69%

5Y*

43.69%

10Y*

N/A

PEP

YTD

-11.51%

1M

-10.27%

6M

-21.00%

1Y

-21.99%

5Y*

2.82%

10Y*

6.61%

*Annualized

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Risk-Adjusted Performance

AM vs. PEP — Risk-Adjusted Performance Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AM
The Risk-Adjusted Performance Rank of AM is 8686
Overall Rank
The Sharpe Ratio Rank of AM is 8787
Sharpe Ratio Rank
The Sortino Ratio Rank of AM is 7979
Sortino Ratio Rank
The Omega Ratio Rank of AM is 7979
Omega Ratio Rank
The Calmar Ratio Rank of AM is 9494
Calmar Ratio Rank
The Martin Ratio Rank of AM is 9191
Martin Ratio Rank

PEP
The Risk-Adjusted Performance Rank of PEP is 77
Overall Rank
The Sharpe Ratio Rank of PEP is 55
Sharpe Ratio Rank
The Sortino Ratio Rank of PEP is 88
Sortino Ratio Rank
The Omega Ratio Rank of PEP is 1010
Omega Ratio Rank
The Calmar Ratio Rank of PEP is 99
Calmar Ratio Rank
The Martin Ratio Rank of PEP is 44
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.

AM vs. PEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Antero Midstream Corporation (AM) and PepsiCo, Inc. (PEP). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.


The chart of Sharpe ratio for AM, currently valued at 1.12, compared to the broader market-2.00-1.000.001.002.003.00
AM: 1.12
PEP: -0.98
The chart of Sortino ratio for AM, currently valued at 1.56, compared to the broader market-6.00-4.00-2.000.002.004.00
AM: 1.56
PEP: -1.30
The chart of Omega ratio for AM, currently valued at 1.21, compared to the broader market0.501.001.502.00
AM: 1.21
PEP: 0.84
The chart of Calmar ratio for AM, currently valued at 2.03, compared to the broader market0.001.002.003.004.005.00
AM: 2.03
PEP: -0.71
The chart of Martin ratio for AM, currently valued at 6.87, compared to the broader market-5.000.005.0010.0015.0020.00
AM: 6.87
PEP: -1.71

The current AM Sharpe Ratio is 1.12, which is higher than the PEP Sharpe Ratio of -0.98. The chart below compares the historical Sharpe Ratios of AM and PEP, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-1.000.001.002.00NovemberDecember2025FebruaryMarchApril
1.12
-0.98
AM
PEP

Dividends

AM vs. PEP - Dividend Comparison

AM's dividend yield for the trailing twelve months is around 5.33%, more than PEP's 4.08% yield.


TTM20242023202220212020201920182017201620152014
AM
Antero Midstream Corporation
5.33%5.96%7.18%8.34%10.15%15.95%14.25%4.04%0.44%0.00%0.00%0.00%
PEP
PepsiCo, Inc.
4.08%3.52%2.92%2.51%2.45%2.71%2.77%3.25%2.64%2.83%2.76%2.68%

Drawdowns

AM vs. PEP - Drawdown Comparison

The maximum AM drawdown since its inception was -89.37%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for AM and PEP. For additional features, visit the drawdowns tool.


-25.00%-20.00%-15.00%-10.00%-5.00%0.00%NovemberDecember2025FebruaryMarchApril
-7.31%
-27.63%
AM
PEP

Volatility

AM vs. PEP - Volatility Comparison

Antero Midstream Corporation (AM) has a higher volatility of 12.71% compared to PepsiCo, Inc. (PEP) at 9.14%. This indicates that AM's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


4.00%6.00%8.00%10.00%12.00%NovemberDecember2025FebruaryMarchApril
12.71%
9.14%
AM
PEP

Financials

AM vs. PEP - Financials Comparison

This section allows you to compare key financial metrics between Antero Midstream Corporation and PepsiCo, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items