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DOV vs. PEP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

DOV vs. PEP - Performance Comparison

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

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Returns By Period

In the year-to-date period, DOV achieves a 10.81% return, which is significantly higher than PEP's -2.41% return. Over the past 10 years, DOV has outperformed PEP with an annualized return of 15.85%, while PEP has yielded a comparatively lower 5.54% annualized return.


DOV

1D
1.78%
1M
-1.46%
6M
7.16%
YTD
10.81%
1Y
15.16%
3Y*
14.24%
5Y*
8.34%
10Y*
15.85%

PEP

1D
-0.35%
1M
-4.42%
6M
0.11%
YTD
-2.41%
1Y
5.59%
3Y*
-6.06%
5Y*
1.49%
10Y*
5.54%
*Multi-year figures are annualized to reflect compound growth (CAGR)

DOV vs. PEP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
DOV
Dover Corporation
10.81%5.24%23.35%15.22%-24.34%45.73%11.53%65.80%-11.11%37.68%
PEP
PepsiCo, Inc.
-2.41%-1.85%-7.60%-3.29%6.78%20.56%11.67%27.38%-4.81%17.82%

Correlation

The correlation between DOV and PEP is 0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.06

Correlation (3Y)
Calculated over the trailing 3-year period

0.14

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.26

Correlation (All Time)
Calculated using the full available price history since Jul 1, 1985

0.25

The correlation between DOV and PEP shifts across timeframes, from 0.06 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

DOV:

$29.00B

PEP:

$187.77B

EPS

DOV:

$8.02

PEP:

$7.65

PE Ratio

DOV:

26.84

PEP:

17.96

PEG Ratio

DOV:

1.11

PEP:

6.21

PS Ratio

DOV:

3.57

PEP:

1.94

PB Ratio

DOV:

3.91

PEP:

8.51

Total Revenue (TTM)

DOV:

$8.28B

PEP:

$96.90B

Gross Profit (TTM)

DOV:

$3.27B

PEP:

$52.29B

EBITDA (TTM)

DOV:

$1.78B

PEP:

$18.40B

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Return for Risk

DOV vs. PEP — Risk / Return Rank

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

DOV
DOV Risk / Return Rank: 6363
Overall Rank
DOV Sharpe Ratio Rank: 6565
Sharpe Ratio Rank
DOV Sortino Ratio Rank: 6161
Sortino Ratio Rank
DOV Omega Ratio Rank: 5757
Omega Ratio Rank
DOV Calmar Ratio Rank: 6565
Calmar Ratio Rank
DOV Martin Ratio Rank: 6565
Martin Ratio Rank

PEP
PEP Risk / Return Rank: 5050
Overall Rank
PEP Sharpe Ratio Rank: 5454
Sharpe Ratio Rank
PEP Sortino Ratio Rank: 4747
Sortino Ratio Rank
PEP Omega Ratio Rank: 4545
Omega Ratio Rank
PEP Calmar Ratio Rank: 5252
Calmar Ratio Rank
PEP Martin Ratio Rank: 5353
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

DOV vs. PEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Dover Corporation (DOV) 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


DOVPEPDifference
Sharpe ratioReturn per unit of total volatility

+0.35

Sortino ratioReturn per unit of downside risk

+0.54

Omega ratioGain probability vs. loss probability

1.12

1.06

+0.06

Calmar ratioReturn relative to maximum drawdown

0.93

0.26

+0.67

Martin ratioReturn relative to average drawdown

2.07

0.66

+1.42

DOV vs. PEP - Sharpe Ratio Comparison

The current DOV Sharpe Ratio is 0.57, which is higher than the PEP Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of DOV and PEP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

DOV vs. PEP - Drawdown Comparison

The maximum DOV drawdown since its inception was -58.22%, smaller than the maximum PEP drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for DOV and PEP.


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Drawdown Indicators


DOVPEPDifference

Max Drawdown

Largest peak-to-trough decline

-58.22%

-73.92%

+15.70%

Max Drawdown (1Y)

Largest decline over 1 year

-15.34%

-19.03%

+3.69%

Max Drawdown (3Y)

Largest decline over 3 years

-26.59%

-29.17%

+2.58%

Max Drawdown (5Y)

Largest decline over 5 years

-35.56%

-30.32%

-5.24%

Max Drawdown (10Y)

Largest decline over 10 years

-45.24%

-30.32%

-14.92%

Current Drawdown

Current decline from peak

-7.27%

-21.68%

+14.41%

Average Drawdown

Average peak-to-trough decline

-13.13%

-13.65%

+0.52%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.87%

7.57%

-0.70%

Volatility

DOV vs. PEP - Volatility Comparison

Dover Corporation (DOV) and PepsiCo, Inc. (PEP) have volatilities of 8.29% and 8.41%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


DOVPEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.29%

8.41%

-0.12%

Volatility (6M)

Calculated over the trailing 6-month period

18.70%

16.30%

+2.40%

Volatility (1Y)

Calculated over the trailing 1-year period

24.96%

22.58%

+2.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.96%

18.70%

+6.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

26.67%

19.79%

+6.88%

Dividends

DOV vs. PEP - Dividend Comparison

DOV's dividend yield for the trailing twelve months is around 0.97%, less than PEP's 4.18% yield.


PositionTTM20252024202320222021202020192018201720162015
DOV
Dover Corporation
0.97%1.06%1.09%1.32%1.48%1.10%1.56%1.68%2.55%1.80%2.30%2.67%
PEP
PepsiCo, Inc.
4.18%3.92%3.51%2.91%2.50%2.45%2.71%2.77%3.25%2.64%2.83%2.76%

Financials

DOV vs. PEP - Financials Comparison

This section allows you to compare key financial metrics between Dover 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


0.005.00B10.00B15.00B20.00B25.00B30.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
2.05B
24.18B
(DOV) Total Revenue
(PEP) Total Revenue
Values in USD except per share items

DOV vs. PEP - Profitability Comparison

The chart below illustrates the profitability comparison between Dover Corporation and PepsiCo, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

35.0%40.0%45.0%50.0%55.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
38.9%
54.2%
Portfolio components
DOV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Dover Corporation reported a gross profit of 798.14M and revenue of 2.05B. Therefore, the gross margin over that period was 38.9%.

PEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, PepsiCo, Inc. reported a gross profit of 13.11B and revenue of 24.18B. Therefore, the gross margin over that period was 54.2%.

DOV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Dover Corporation reported an operating income of 305.91M and revenue of 2.05B, resulting in an operating margin of 14.9%.

PEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, PepsiCo, Inc. reported an operating income of 4.02B and revenue of 24.18B, resulting in an operating margin of 16.6%.

DOV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Dover Corporation reported a net income of 238.43M and revenue of 2.05B, resulting in a net margin of 11.6%.

PEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, PepsiCo, Inc. reported a net income of 3.00B and revenue of 24.18B, resulting in a net margin of 12.4%.


Frequently Asked Questions


DOV and PEP have a correlation of 0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

PEP has higher volatility (8.41%) compared to DOV (8.29%). In terms of maximum drawdown, DOV dropped -58.22% vs PEP's -73.92%.

DOV currently has the higher Sharpe Ratio (0.57 vs 0.22), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for DOV and PEP

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

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