PEP vs. COKE
Compare and contrast key facts about PepsiCo, Inc. (PEP) and Coca-Cola Consolidated, Inc. (COKE).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEP or COKE.
Performance
PEP vs. COKE - Performance Comparison
Returns By Period
In the year-to-date period, PEP achieves a -4.60% return, which is significantly lower than COKE's 33.16% return. Over the past 10 years, PEP has underperformed COKE with an annualized return of 7.92%, while COKE has yielded a comparatively higher 30.29% annualized return.
PEP
-4.60%
-9.56%
-10.82%
-2.10%
6.44%
7.92%
COKE
33.16%
-5.89%
28.23%
74.12%
36.10%
30.29%
Fundamentals
| PEP | COKE | |
|---|---|---|
| Market Cap | $225.47B | $10.59B |
| EPS | $6.79 | $57.75 |
| PE Ratio | 24.20 | 20.94 |
| PEG Ratio | 1.95 | 0.00 |
| Total Revenue (TTM) | $91.92B | $6.78B |
| Gross Profit (TTM) | $50.43B | $2.70B |
| EBITDA (TTM) | $17.69B | $1.16B |
Key characteristics
| PEP | COKE | |
|---|---|---|
| Sharpe Ratio | -0.16 | 2.38 |
| Sortino Ratio | -0.12 | 3.51 |
| Omega Ratio | 0.99 | 1.45 |
| Calmar Ratio | -0.17 | 4.58 |
| Martin Ratio | -0.54 | 11.44 |
| Ulcer Index | 4.91% | 6.78% |
| Daily Std Dev | 16.33% | 32.52% |
| Max Drawdown | -40.41% | -54.34% |
| Current Drawdown | -15.59% | -10.64% |
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Correlation
The correlation between PEP and COKE is 0.21, 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
PEP vs. COKE - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PepsiCo, Inc. (PEP) and Coca-Cola Consolidated, Inc. (COKE). 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
PEP vs. COKE - Dividend Comparison
PEP's dividend yield for the trailing twelve months is around 3.32%, more than COKE's 1.65% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
COKE Coca-Cola Consolidated, Inc. | 1.65% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% | 1.14% | 1.37% |
Drawdowns
PEP vs. COKE - Drawdown Comparison
The maximum PEP drawdown since its inception was -40.41%, smaller than the maximum COKE drawdown of -54.34%. Use the drawdown chart below to compare losses from any high point for PEP and COKE. For additional features, visit the drawdowns tool.
Volatility
PEP vs. COKE - Volatility Comparison
The current volatility for PepsiCo, Inc. (PEP) is 4.82%, while Coca-Cola Consolidated, Inc. (COKE) has a volatility of 8.85%. This indicates that PEP experiences smaller price fluctuations and is considered to be less risky than COKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PEP vs. COKE - Financials Comparison
This section allows you to compare key financial metrics between PepsiCo, Inc. and Coca-Cola Consolidated, 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