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

Correlation

The correlation between EQNR and PEP is 0.40, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


-0.50.00.51.0
Correlation: 0.4

Performance

EQNR vs. PEP - Performance Comparison

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

20.00%40.00%60.00%80.00%100.00%120.00%NovemberDecember2025FebruaryMarchApril
23.87%
68.82%
EQNR
PEP

Key characteristics

Sharpe Ratio

EQNR:

-0.28

PEP:

-0.98

Sortino Ratio

EQNR:

-0.18

PEP:

-1.31

Omega Ratio

EQNR:

0.98

PEP:

0.84

Calmar Ratio

EQNR:

-0.25

PEP:

-0.71

Martin Ratio

EQNR:

-0.75

PEP:

-1.71

Ulcer Index

EQNR:

11.48%

PEP:

11.43%

Daily Std Dev

EQNR:

31.10%

PEP:

19.52%

Max Drawdown

EQNR:

-66.92%

PEP:

-40.41%

Current Drawdown

EQNR:

-31.72%

PEP:

-27.65%

Fundamentals

Market Cap

EQNR:

$61.33B

PEP:

$182.87B

EPS

EQNR:

$3.11

PEP:

$6.81

PE Ratio

EQNR:

7.29

PEP:

19.59

PEG Ratio

EQNR:

3.57

PEP:

2.27

PS Ratio

EQNR:

0.60

PEP:

2.00

PB Ratio

EQNR:

1.45

PEP:

9.94

Total Revenue (TTM)

EQNR:

$77.41B

PEP:

$91.52B

Gross Profit (TTM)

EQNR:

$28.93B

PEP:

$50.10B

EBITDA (TTM)

EQNR:

$30.79B

PEP:

$15.72B

Returns By Period

In the year-to-date period, EQNR achieves a -2.90% return, which is significantly higher than PEP's -11.51% return.


EQNR

YTD

-2.90%

1M

-13.31%

6M

-7.48%

1Y

-10.49%

5Y*

19.31%

10Y*

N/A

PEP

YTD

-11.51%

1M

-10.88%

6M

-21.01%

1Y

-21.51%

5Y*

2.80%

10Y*

6.62%

*Annualized

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Risk-Adjusted Performance

EQNR vs. PEP — Risk-Adjusted Performance Rank

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

EQNR
The Risk-Adjusted Performance Rank of EQNR is 3535
Overall Rank
The Sharpe Ratio Rank of EQNR is 3737
Sharpe Ratio Rank
The Sortino Ratio Rank of EQNR is 3232
Sortino Ratio Rank
The Omega Ratio Rank of EQNR is 3333
Omega Ratio Rank
The Calmar Ratio Rank of EQNR is 3737
Calmar Ratio Rank
The Martin Ratio Rank of EQNR is 3636
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.

EQNR vs. PEP - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Equinor ASA (EQNR) 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 EQNR, currently valued at -0.28, compared to the broader market-2.00-1.000.001.002.003.00
EQNR: -0.28
PEP: -0.98
The chart of Sortino ratio for EQNR, currently valued at -0.18, compared to the broader market-6.00-4.00-2.000.002.004.00
EQNR: -0.18
PEP: -1.31
The chart of Omega ratio for EQNR, currently valued at 0.98, compared to the broader market0.501.001.502.00
EQNR: 0.98
PEP: 0.84
The chart of Calmar ratio for EQNR, currently valued at -0.25, compared to the broader market0.001.002.003.004.005.00
EQNR: -0.25
PEP: -0.71
The chart of Martin ratio for EQNR, currently valued at -0.75, compared to the broader market-5.000.005.0010.0015.0020.00
EQNR: -0.75
PEP: -1.71

The current EQNR Sharpe Ratio is -0.28, which is higher than the PEP Sharpe Ratio of -0.98. The chart below compares the historical Sharpe Ratios of EQNR 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-1.00-0.500.000.50NovemberDecember2025FebruaryMarchApril
-0.28
-0.98
EQNR
PEP

Dividends

EQNR vs. PEP - Dividend Comparison

EQNR's dividend yield for the trailing twelve months is around 11.85%, more than PEP's 4.08% yield.


TTM20242023202220212020201920182017201620152014
EQNR
Equinor ASA
11.85%12.18%8.85%4.13%2.24%4.32%4.85%2.37%0.00%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

EQNR vs. PEP - Drawdown Comparison

The maximum EQNR drawdown since its inception was -66.92%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for EQNR and PEP. For additional features, visit the drawdowns tool.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%NovemberDecember2025FebruaryMarchApril
-31.72%
-27.65%
EQNR
PEP

Volatility

EQNR vs. PEP - Volatility Comparison

Equinor ASA (EQNR) has a higher volatility of 13.97% compared to PepsiCo, Inc. (PEP) at 9.14%. This indicates that EQNR'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%14.00%NovemberDecember2025FebruaryMarchApril
13.97%
9.14%
EQNR
PEP

Financials

EQNR vs. PEP - Financials Comparison

This section allows you to compare key financial metrics between Equinor ASA 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