PEP vs. KO
Compare and contrast key facts about PepsiCo, Inc. (PEP) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PEP or KO.
Key characteristics
| PEP | KO | |
|---|---|---|
| YTD Return | 4.51% | 6.34% |
| 1Y Return | -6.21% | 0.68% |
| 3Y Return (Ann) | 9.98% | 7.95% |
| 5Y Return (Ann) | 9.71% | 8.32% |
| 10Y Return (Ann) | 10.67% | 7.76% |
| Sharpe Ratio | -0.35 | 0.06 |
| Daily Std Dev | 16.23% | 13.16% |
| Max Drawdown | -40.41% | -68.23% |
| Current Drawdown | -7.52% | -0.24% |
Fundamentals
| PEP | KO | |
|---|---|---|
| Market Cap | $241.39B | $266.17B |
| EPS | $6.64 | $2.47 |
| PE Ratio | 26.44 | 25.00 |
| PEG Ratio | 2.78 | 2.93 |
| Revenue (TTM) | $91.88B | $45.75B |
| Gross Profit (TTM) | $46.05B | $25.00B |
| EBITDA (TTM) | $16.38B | $14.44B |
Correlation
The correlation between PEP and KO is 0.54, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
PEP vs. KO - Performance Comparison
In the year-to-date period, PEP achieves a 4.51% return, which is significantly lower than KO's 6.34% return. Over the past 10 years, PEP has outperformed KO with an annualized return of 10.67%, while KO has yielded a comparatively lower 7.76% 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
PEP vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for PepsiCo, Inc. (PEP) and The Coca-Cola Company (KO). 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. KO - Dividend Comparison
PEP's dividend yield for the trailing twelve months is around 2.87%, less than KO's 3.00% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 2.87% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% | 2.70% |
KO The Coca-Cola Company | 3.00% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
PEP vs. KO - Drawdown Comparison
The maximum PEP drawdown since its inception was -40.41%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for PEP and KO. For additional features, visit the drawdowns tool.
Volatility
PEP vs. KO - Volatility Comparison
PepsiCo, Inc. (PEP) has a higher volatility of 5.73% compared to The Coca-Cola Company (KO) at 3.60%. This indicates that PEP's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Financials
PEP vs. KO - Financials Comparison
This section allows you to compare key financial metrics between PepsiCo, Inc. and The Coca-Cola Company. 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