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 | 1.22% | 3.38% |
| 1Y Return | 4.66% | -5.42% |
| 3Y Return (Ann) | 1.48% | 9.85% |
| 5Y Return (Ann) | 3.35% | 9.69% |
| 10Y Return (Ann) | 13.13% | 10.50% |
| Sharpe Ratio | 0.37 | -0.30 |
| Daily Std Dev | 21.41% | 16.30% |
| Max Drawdown | -84.76% | -40.41% |
| Current Drawdown | -20.17% | -8.52% |
Fundamentals
| JKHY | PEP | |
|---|---|---|
| Market Cap | $12.01B | $241.39B |
| EPS | $5.11 | $6.64 |
| PE Ratio | 32.27 | 26.44 |
| PEG Ratio | 3.01 | 2.78 |
| Revenue (TTM) | $2.16B | $91.88B |
| Gross Profit (TTM) | $858.64M | $46.05B |
| EBITDA (TTM) | $557.19M | $16.38B |
Correlation
The correlation between JKHY and PEP is 0.18, 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 1.22% return, which is significantly lower than PEP's 3.38% return. Over the past 10 years, JKHY has outperformed PEP with an annualized return of 13.13%, while PEP has yielded a comparatively lower 10.50% 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 1.28%, less than PEP's 2.88% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JKHY Jack Henry & Associates, Inc. | 1.28% | 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. | 2.88% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 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 -84.76%, 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
The current volatility for Jack Henry & Associates, Inc. (JKHY) is 4.53%, while PepsiCo, Inc. (PEP) has a volatility of 6.09%. This indicates that JKHY experiences smaller price fluctuations and is considered to be less risky 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