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

Performance

MSA vs. PEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in MSA Safety Incorporated (MSA) 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, MSA achieves a 7.15% return, which is significantly higher than PEP's -2.41% return. Over the past 10 years, MSA has outperformed PEP with an annualized return of 13.42%, while PEP has yielded a comparatively lower 5.54% annualized return.


MSA

1D
1.64%
1M
6.97%
6M
-1.38%
YTD
7.15%
1Y
-0.04%
3Y*
1.51%
5Y*
1.92%
10Y*
13.42%

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)

MSA vs. PEP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
MSA
MSA Safety Incorporated
7.15%-2.14%-0.71%18.52%-3.15%2.14%19.79%36.10%23.61%13.97%
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 MSA and PEP is 0.09, 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

0.09

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

0.18

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

0.25

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

0.24

Correlation (All Time)
Calculated using the full available price history since Mar 26, 1990

0.18

The correlation between MSA and PEP shifts across timeframes, from 0.09 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

MSA:

$6.59B

PEP:

$187.77B

EPS

MSA:

$11.09

PEP:

$7.65

PE Ratio

MSA:

15.38

PEP:

17.96

PEG Ratio

MSA:

0.06

PEP:

6.21

PS Ratio

MSA:

2.33

PEP:

1.94

Total Revenue (TTM)

MSA:

$1.92B

PEP:

$96.90B

Gross Profit (TTM)

MSA:

$897.30M

PEP:

$52.29B

EBITDA (TTM)

MSA:

$465.55M

PEP:

$18.40B

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Return for Risk

MSA vs. PEP — Risk / Return Rank

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

MSA
MSA Risk / Return Rank: 4040
Overall Rank
MSA Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
MSA Sortino Ratio Rank: 3737
Sortino Ratio Rank
MSA Omega Ratio Rank: 3636
Omega Ratio Rank
MSA Calmar Ratio Rank: 4343
Calmar Ratio Rank
MSA Martin Ratio Rank: 4343
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.

MSA vs. PEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for MSA Safety Incorporated (MSA) 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.


MSAPEPDifference
Sharpe ratioReturn per unit of total volatility

-0.27

Sortino ratioReturn per unit of downside risk

-0.42

Omega ratioGain probability vs. loss probability

1.01

1.06

-0.05

Calmar ratioReturn relative to maximum drawdown

-0.06

0.26

-0.32

Martin ratioReturn relative to average drawdown

-0.12

0.66

-0.77

MSA vs. PEP - Sharpe Ratio Comparison

The current MSA Sharpe Ratio is -0.05, which is lower than the PEP Sharpe Ratio of 0.22. The chart below compares the historical Sharpe Ratios of MSA 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

MSA vs. PEP - Drawdown Comparison

The maximum MSA drawdown since its inception was -70.32%, roughly equal to the maximum PEP drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for MSA and PEP.


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Drawdown Indicators


MSAPEPDifference

Max Drawdown

Largest peak-to-trough decline

-70.32%

-73.92%

+3.60%

Max Drawdown (1Y)

Largest decline over 1 year

-22.60%

-19.03%

-3.57%

Max Drawdown (3Y)

Largest decline over 3 years

-34.28%

-29.17%

-5.11%

Max Drawdown (5Y)

Largest decline over 5 years

-34.28%

-30.32%

-3.96%

Max Drawdown (10Y)

Largest decline over 10 years

-38.39%

-30.32%

-8.07%

Current Drawdown

Current decline from peak

-15.51%

-21.68%

+6.17%

Average Drawdown

Average peak-to-trough decline

-17.44%

-13.65%

-3.79%

Ulcer Index

Depth and duration of drawdowns from previous peaks

11.13%

7.57%

+3.56%

Volatility

MSA vs. PEP - Volatility Comparison

The current volatility for MSA Safety Incorporated (MSA) is 7.00%, while PepsiCo, Inc. (PEP) has a volatility of 8.41%. This indicates that MSA 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.


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Volatility by Period


MSAPEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

7.00%

8.41%

-1.41%

Volatility (6M)

Calculated over the trailing 6-month period

17.89%

16.30%

+1.59%

Volatility (1Y)

Calculated over the trailing 1-year period

24.25%

22.58%

+1.67%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.79%

18.70%

+6.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.65%

19.79%

+8.86%

Dividends

MSA vs. PEP - Dividend Comparison

MSA's dividend yield for the trailing twelve months is around 1.25%, less than PEP's 4.18% yield.


PositionTTM20252024202320222021202020192018201720162015
MSA
MSA Safety Incorporated
1.25%1.31%1.21%1.11%1.26%1.16%1.14%1.30%1.58%1.78%1.89%2.92%
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

MSA vs. PEP - Financials Comparison

This section allows you to compare key financial metrics between MSA Safety Incorporated 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
463.63M
24.18B
(MSA) Total Revenue
(PEP) Total Revenue
Values in USD except per share items

MSA vs. PEP - Profitability Comparison

The chart below illustrates the profitability comparison between MSA Safety Incorporated 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

44.0%46.0%48.0%50.0%52.0%54.0%56.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
47.4%
54.2%
Portfolio components
MSA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, MSA Safety Incorporated reported a gross profit of 219.58M and revenue of 463.63M. Therefore, the gross margin over that period was 47.4%.

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%.

MSA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, MSA Safety Incorporated reported an operating income of 93.01M and revenue of 463.63M, resulting in an operating margin of 20.1%.

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%.

MSA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, MSA Safety Incorporated reported a net income of 71.27M and revenue of 463.63M, resulting in a net margin of 15.4%.

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


MSA and PEP have a correlation of 0.09, 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 MSA (7.00%). In terms of maximum drawdown, MSA dropped -70.32% vs PEP's -73.92%.

PEP currently has the higher Sharpe Ratio (0.22 vs -0.05), 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.

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