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BP vs. PEP

Last updated Jun 1, 2023

Compare and contrast key facts about BP p.l.c. (BP) and PepsiCo, Inc. (PEP).

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

Key characteristics


BPPEP
YTD Return-1.48%1.62%
1Y Return8.73%11.63%
5Y Return (Ann)-0.58%15.85%
10Y Return (Ann)3.51%11.65%
Sharpe Ratio0.250.71
Daily Std Dev32.23%16.33%
Max Drawdown-69.45%-40.41%

Fundamentals


BPPEP
Market Cap$102.34B$250.20B
EPS$8.18$4.75
PE Ratio4.2838.23
PEG Ratio13.743.10
Revenue (TTM)$246.70B$88.04B
Gross Profit (TTM)$70.17B$46.05B
EBITDA (TTM)$59.24B$14.82B

Correlation

0.20
-1.001.00

The correlation between BP and PEP is 0.20, 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.

BP vs. PEP - Performance Comparison

In the year-to-date period, BP achieves a -1.48% return, which is significantly lower than PEP's 1.62% return. Over the past 10 years, BP has underperformed PEP with an annualized return of 3.51%, while PEP has yielded a comparatively higher 11.65% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.


-10.00%-5.00%0.00%5.00%10.00%15.00%2023FebruaryMarchAprilMayJune
-2.68%
-1.14%
BP
PEP

Compare stocks, funds, or ETFs


BP p.l.c.

PepsiCo, Inc.

BP vs. PEP - Dividend Comparison

BP's dividend yield for the trailing twelve months is around 6.43%, more than PEP's 3.81% yield.


TTM20222021202020192018201720162015201420132012
BP
BP p.l.c.
6.43%4.02%5.15%10.32%7.88%8.24%7.77%9.32%12.02%10.22%7.88%8.75%
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%

BP vs. PEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for BP p.l.c. (BP) 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
BP
BP p.l.c.
0.25
PEP
PepsiCo, Inc.
0.71

BP vs. PEP - Sharpe Ratio Comparison

The current BP Sharpe Ratio is 0.27, which is lower than the PEP Sharpe Ratio of 0.71. The chart below compares the 12-month rolling Sharpe Ratio of BP and PEP.


0.000.501.001.502023FebruaryMarchAprilMayJune
0.27
0.71
BP
PEP

BP vs. PEP - Drawdown Comparison

The maximum BP drawdown for the period was -16.78%, lower than the maximum PEP drawdown of -9.03%. The drawdown chart below compares losses from any high point along the way for BP and PEP


-15.00%-10.00%-5.00%0.00%2023FebruaryMarchAprilMayJune
-16.78%
-7.02%
BP
PEP

BP vs. PEP - Volatility Comparison

BP p.l.c. (BP) has a higher volatility of 6.27% compared to PepsiCo, Inc. (PEP) at 3.57%. This indicates that BP'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
6.27%
3.57%
BP
PEP