EQNR vs. PEP
Compare and contrast key facts about Equinor ASA (EQNR) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: EQNR or PEP.
Performance
EQNR vs. PEP - Performance Comparison
Returns By Period
In the year-to-date period, EQNR achieves a -17.48% return, which is significantly lower than PEP's -4.43% return.
EQNR
-17.48%
-0.79%
-13.79%
-19.44%
11.44%
N/A
PEP
-4.43%
-9.09%
-11.58%
-2.48%
6.46%
8.03%
Fundamentals
| EQNR | PEP | |
|---|---|---|
| Market Cap | $62.38B | $225.47B |
| EPS | $3.27 | $6.79 |
| PE Ratio | 6.89 | 24.20 |
| PEG Ratio | 3.57 | 1.95 |
| Total Revenue (TTM) | $104.81B | $91.92B |
| Gross Profit (TTM) | $35.07B | $50.43B |
| EBITDA (TTM) | $41.19B | $17.69B |
Key characteristics
| EQNR | PEP | |
|---|---|---|
| Sharpe Ratio | -0.74 | -0.14 |
| Sortino Ratio | -0.90 | -0.08 |
| Omega Ratio | 0.89 | 0.99 |
| Calmar Ratio | -0.58 | -0.14 |
| Martin Ratio | -1.41 | -0.46 |
| Ulcer Index | 14.15% | 4.85% |
| Daily Std Dev | 26.81% | 16.31% |
| Max Drawdown | -66.92% | -40.41% |
| Current Drawdown | -29.87% | -15.43% |
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Correlation
The correlation between EQNR and PEP is 0.11, 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.
Risk-Adjusted Performance
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.
Dividends
EQNR vs. PEP - Dividend Comparison
EQNR's dividend yield for the trailing twelve months is around 9.60%, more than PEP's 3.32% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
EQNR Equinor ASA | 9.60% | 9.80% | 4.13% | 2.24% | 4.32% | 4.85% | 2.37% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
PEP PepsiCo, Inc. | 3.32% | 2.92% | 2.51% | 2.45% | 2.71% | 2.78% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
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.
Volatility
EQNR vs. PEP - Volatility Comparison
Equinor ASA (EQNR) has a higher volatility of 10.43% compared to PepsiCo, Inc. (PEP) at 4.86%. 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.
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.
Total Revenue: Total amount of money received from sales and other business activities