PEP vs. UBER
PEP (PepsiCo, Inc.) and UBER (Uber Technologies, Inc.) are both stocks. PEP operates in Beverages - Non-Alcoholic (Consumer Defensive), while UBER operates in Software - Application (Technology). Over the past 5 years, PEP returned 2.73%/yr vs 6.60%/yr for UBER. At a 0.06 correlation, their price movements are largely independent.
Performance
PEP vs. UBER - Performance Comparison
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Returns By Period
In the year-to-date period, PEP achieves a 2.49% return, which is significantly higher than UBER's -15.74% return.
PEP
- 1D
- 0.38%
- 1M
- -1.94%
- YTD
- 2.49%
- 6M
- -2.36%
- 1Y
- 14.62%
- 3Y*
- -4.09%
- 5Y*
- 2.73%
- 10Y*
- 6.62%
UBER
- 1D
- -1.01%
- 1M
- -7.82%
- YTD
- -15.74%
- 6M
- -19.10%
- 1Y
- -17.97%
- 3Y*
- 18.47%
- 5Y*
- 6.60%
- 10Y*
- —
PEP vs. UBER - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | |
|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 2.49% | -1.85% | -7.60% | -3.29% | 6.78% | 20.56% | 11.67% | 10.74% |
UBER Uber Technologies, Inc. | -15.74% | 35.46% | -2.03% | 148.97% | -41.02% | -17.78% | 71.49% | -29.19% |
Correlation
The correlation between PEP and UBER is -0.12, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.01 |
Correlation (All Time) Calculated using the full available price history since May 10, 2019 | 0.06 |
The correlation between PEP and UBER shifts across timeframes, from -0.12 (1 year) to 0.06 (all time), reflecting how their relationship changes across market environments.
Fundamentals
PEP:
$197.79B
UBER:
$142.62B
PEP:
$6.37
UBER:
$4.05
PEP:
22.64
UBER:
16.98
PEP:
7.83
UBER:
0.11
PEP:
2.07
UBER:
2.70
PEP:
9.25
UBER:
5.76
PEP:
$95.45B
UBER:
$53.69B
PEP:
$51.60B
UBER:
$22.03B
PEP:
$15.08B
UBER:
$5.85B
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Return for Risk
PEP vs. UBER — Risk / Return Rank
PEP
UBER
PEP vs. UBER - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for PepsiCo, Inc. (PEP) and Uber Technologies, Inc. (UBER). 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.
| PEP | UBER | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.22 | ||
| Sortino ratioReturn per unit of downside risk | +1.83 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 0.92 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 0.83 | -0.62 | +1.45 |
| Martin ratioReturn relative to average drawdown | 2.11 | -1.09 | +3.20 |
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Drawdowns
PEP vs. UBER - Drawdown Comparison
The maximum PEP drawdown since its inception was -73.92%, which is greater than UBER's maximum drawdown of -68.05%. Use the drawdown chart below to compare losses from any high point for PEP and UBER.
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Drawdown Indicators
| PEP | UBER | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -73.92% | -68.05% | -5.87% |
Max Drawdown (1Y)Largest decline over 1 year | -16.25% | -31.46% | +15.21% |
Max Drawdown (3Y)Largest decline over 3 years | -29.17% | -31.46% | +2.29% |
Max Drawdown (5Y)Largest decline over 5 years | -30.32% | -60.45% | +30.13% |
Max Drawdown (10Y)Largest decline over 10 years | -30.32% | — | — |
Current DrawdownCurrent decline from peak | -17.75% | -31.22% | +13.47% |
Average DrawdownAverage peak-to-trough decline | -13.65% | -25.67% | +12.02% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.37% | 17.93% | -11.56% |
Volatility
PEP vs. UBER - Volatility Comparison
The current volatility for PepsiCo, Inc. (PEP) is 5.39%, while Uber Technologies, Inc. (UBER) has a volatility of 7.96%. This indicates that PEP experiences smaller price fluctuations and is considered to be less risky than UBER based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| PEP | UBER | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.39% | 7.96% | -2.57% |
Volatility (6M)Calculated over the trailing 6-month period | 14.62% | 23.21% | -8.59% |
Volatility (1Y)Calculated over the trailing 1-year period | 21.71% | 32.66% | -10.95% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 18.39% | 44.82% | -26.43% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 19.67% | 50.61% | -30.94% |
Dividends
PEP vs. UBER - Dividend Comparison
PEP's dividend yield for the trailing twelve months is around 3.98%, while UBER has not paid dividends to shareholders.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 3.98% | 3.92% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% |
UBER Uber Technologies, Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
PEP vs. UBER - Financials Comparison
This section allows you to compare key financial metrics between PepsiCo, Inc. and Uber Technologies, 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
PEP vs. UBER - Profitability Comparison
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported a gross profit of 10.73B and revenue of 19.44B. Therefore, the gross margin over that period was 55.2%.
UBER - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a gross profit of 5.95B and revenue of 13.20B. Therefore, the gross margin over that period was 45.0%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported an operating income of 3.21B and revenue of 19.44B, resulting in an operating margin of 16.5%.
UBER - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported an operating income of 1.92B and revenue of 13.20B, resulting in an operating margin of 14.6%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, PepsiCo, Inc. reported a net income of 2.34B and revenue of 19.44B, resulting in a net margin of 12.0%.
UBER - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Uber Technologies, Inc. reported a net income of 263.00M and revenue of 13.20B, resulting in a net margin of 2.0%.
Frequently Asked Questions
PEP and UBER have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UBER has higher volatility (7.96%) compared to PEP (5.39%). In terms of maximum drawdown, PEP dropped -73.92% vs UBER's -68.05%.
PEP currently has the higher Sharpe Ratio (0.62 vs -0.60), 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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