JKHY vs. PEP
Compare and contrast key facts about Jack Henry & Associates, Inc. (JKHY) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: JKHY or PEP.
Key characteristics
| JKHY | PEP | |
|---|---|---|
| YTD Return | 9.44% | -0.98% |
| 1Y Return | 19.37% | 1.00% |
| 3Y Return (Ann) | 5.24% | 3.22% |
| 5Y Return (Ann) | 4.88% | 7.30% |
| 10Y Return (Ann) | 12.78% | 8.45% |
| Sharpe Ratio | 1.19 | 0.10 |
| Sortino Ratio | 1.76 | 0.26 |
| Omega Ratio | 1.21 | 1.03 |
| Calmar Ratio | 0.77 | 0.10 |
| Martin Ratio | 5.79 | 0.32 |
| Ulcer Index | 3.67% | 4.73% |
| Daily Std Dev | 17.86% | 15.83% |
| Max Drawdown | -84.74% | -40.41% |
| Current Drawdown | -13.68% | -12.38% |
Fundamentals
| JKHY | PEP | |
|---|---|---|
| Market Cap | $12.92B | $225.47B |
| EPS | $5.47 | $6.79 |
| PE Ratio | 32.38 | 24.20 |
| PEG Ratio | 3.21 | 1.95 |
| Total Revenue (TTM) | $2.25B | $91.92B |
| Gross Profit (TTM) | $925.25M | $50.43B |
| EBITDA (TTM) | $666.57M | $17.69B |
Correlation
The correlation between JKHY and PEP is 0.19, 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.
Performance
JKHY vs. PEP - Performance Comparison
In the year-to-date period, JKHY achieves a 9.44% return, which is significantly higher than PEP's -0.98% return. Over the past 10 years, JKHY has outperformed PEP with an annualized return of 12.78%, while PEP has yielded a comparatively lower 8.45% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
JKHY vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Jack Henry & Associates, Inc. (JKHY) 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
JKHY vs. PEP - Dividend Comparison
JKHY's dividend yield for the trailing twelve months is around 1.23%, less than PEP's 3.20% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKHY Jack Henry & Associates, Inc. | 1.23% | 1.27% | 1.12% | 1.10% | 1.06% | 1.10% | 1.17% | 1.06% | 1.26% | 1.28% | 1.42% | 1.23% |
PEP PepsiCo, Inc. | 3.20% | 2.92% | 2.51% | 2.45% | 2.71% | 2.78% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
Drawdowns
JKHY vs. PEP - Drawdown Comparison
The maximum JKHY drawdown since its inception was -84.74%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for JKHY and PEP. For additional features, visit the drawdowns tool.
Volatility
JKHY vs. PEP - Volatility Comparison
Jack Henry & Associates, Inc. (JKHY) has a higher volatility of 3.96% compared to PepsiCo, Inc. (PEP) at 3.06%. This indicates that JKHY'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
JKHY vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Jack Henry & Associates, Inc. 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