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AMT vs. PEP

Last updated Jun 1, 2023

Compare and contrast key facts about American Tower Corporation (AMT) and PepsiCo, Inc. (PEP).

Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMT or PEP.

Key characteristics


AMTPEP
YTD Return-12.29%1.62%
1Y Return-25.95%11.63%
5Y Return (Ann)8.18%15.85%
10Y Return (Ann)11.19%11.65%
Sharpe Ratio-0.890.71
Daily Std Dev30.67%16.33%
Max Drawdown-98.70%-40.41%

Fundamentals


AMTPEP
Market Cap$84.82B$250.20B
EPS$3.00$4.75
PE Ratio33.3338.23
PEG Ratio3.573.10
Revenue (TTM)$10.82B$88.04B
Gross Profit (TTM)$7.45B$46.05B
EBITDA (TTM)$6.62B$14.82B

Correlation

0.25
-1.001.00

The correlation between AMT and PEP is 0.25, 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.

AMT vs. PEP - Performance Comparison

In the year-to-date period, AMT achieves a -12.29% return, which is significantly lower than PEP's 1.62% return. Both investments have delivered pretty close results over the past 10 years, with AMT having a 11.19% annualized return and PEP not far ahead at 11.65%. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-15.00%-10.00%-5.00%0.00%5.00%2023FebruaryMarchAprilMayJune
-14.67%
-1.14%
AMT
PEP

Compare stocks, funds, or ETFs


American Tower Corporation

PepsiCo, Inc.

AMT vs. PEP - Dividend Comparison

AMT's dividend yield for the trailing twelve months is around 4.02%, more than PEP's 3.81% yield.


TTM20222021202020192018201720162015201420132012
AMT
American Tower Corporation
4.02%2.79%1.84%2.13%1.77%2.18%2.05%2.34%2.17%1.68%1.66%1.42%
PEP
PepsiCo, Inc.
3.81%2.52%2.53%2.89%3.04%3.66%3.08%3.39%3.41%3.40%3.52%4.17%

AMT vs. PEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for American Tower Corporation (AMT) 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.


Sharpe ratioSortino ratioOmega ratioCalmar ratioUlcer Index
AMT
American Tower Corporation
-0.89
PEP
PepsiCo, Inc.
0.71

AMT vs. PEP - Sharpe Ratio Comparison

The current AMT Sharpe Ratio is -0.85, which is lower than the PEP Sharpe Ratio of 0.71. The chart below compares the 12-month rolling Sharpe Ratio of AMT and PEP.


-1.00-0.500.000.501.002023FebruaryMarchAprilMayJune
-0.85
0.71
AMT
PEP

AMT vs. PEP - Drawdown Comparison

The maximum AMT drawdown for the period was -37.43%, lower than the maximum PEP drawdown of -9.03%. The drawdown chart below compares losses from any high point along the way for AMT and PEP


-40.00%-30.00%-20.00%-10.00%0.00%2023FebruaryMarchAprilMayJune
-36.59%
-7.02%
AMT
PEP

AMT vs. PEP - Volatility Comparison

American Tower Corporation (AMT) has a higher volatility of 7.45% compared to PepsiCo, Inc. (PEP) at 3.57%. This indicates that AMT'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.


2.00%4.00%6.00%8.00%10.00%12.00%2023FebruaryMarchAprilMayJune
7.45%
3.57%
AMT
PEP