PFGC vs. PEP
PFGC (Performance Food Group Company) and PEP (PepsiCo, Inc.) are both stocks. Both are in the Consumer Defensive sector — PFGC in Food Distribution, PEP in Beverages - Non-Alcoholic. Over the past 10 years, PFGC returned 15.43%/yr vs 5.54%/yr for PEP. At a 0.25 correlation, their price movements are largely independent.
Performance
PFGC vs. PEP - Performance Comparison
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Returns By Period
In the year-to-date period, PFGC achieves a 26.01% return, which is significantly higher than PEP's -1.62% return. Over the past 10 years, PFGC has outperformed PEP with an annualized return of 15.43%, while PEP has yielded a comparatively lower 5.54% annualized return.
PFGC
- 1D
- -0.04%
- 1M
- 8.88%
- 6M
- 23.14%
- YTD
- 26.01%
- 1Y
- 19.51%
- 3Y*
- 23.52%
- 5Y*
- 18.92%
- 10Y*
- 15.43%
PEP
- 1D
- 0.81%
- 1M
- -4.01%
- 6M
- -0.12%
- YTD
- -1.62%
- 1Y
- 6.44%
- 3Y*
- -6.51%
- 5Y*
- 0.98%
- 10Y*
- 5.54%
PFGC vs. PEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
PFGC Performance Food Group Company | 26.01% | 6.35% | 22.27% | 18.43% | 27.24% | -3.61% | -7.52% | 59.53% | -2.51% | 37.92% |
PEP PepsiCo, Inc. | -1.62% | -1.85% | -7.60% | -3.29% | 6.78% | 20.56% | 11.67% | 27.38% | -4.81% | 17.82% |
Correlation
The correlation between PFGC and PEP is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.24 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Oct 1, 2015 | 0.25 |
Fundamentals
PFGC:
$17.80B
PEP:
$189.18B
PFGC:
$2.09
PEP:
$7.65
PFGC:
54.10
PEP:
18.11
PFGC:
0.58
PEP:
6.26
PFGC:
0.27
PEP:
1.96
PFGC:
3.76
PEP:
8.58
PFGC:
$66.75B
PEP:
$96.90B
PFGC:
$7.92B
PEP:
$52.29B
PFGC:
$1.04B
PEP:
$18.40B
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Return for Risk
PFGC vs. PEP — Risk / Return Rank
PFGC
PEP
PFGC vs. PEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Performance Food Group Company (PFGC) 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.
| PFGC | PEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.40 | ||
| Sortino ratioReturn per unit of downside risk | +0.60 | ||
| Omega ratioGain probability vs. loss probability | 1.14 | 1.07 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 0.77 | 0.34 | +0.43 |
| Martin ratioReturn relative to average drawdown | 1.59 | 0.84 | +0.75 |
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Drawdowns
PFGC vs. PEP - Drawdown Comparison
The maximum PFGC drawdown since its inception was -78.85%, which is greater than PEP's maximum drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for PFGC and PEP.
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Drawdown Indicators
| PFGC | PEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -78.85% | -73.92% | -4.93% |
Max Drawdown (1Y)Largest decline over 1 year | -25.47% | -19.03% | -6.44% |
Max Drawdown (3Y)Largest decline over 3 years | -25.47% | -29.17% | +3.70% |
Max Drawdown (5Y)Largest decline over 5 years | -32.34% | -30.32% | -2.02% |
Max Drawdown (10Y)Largest decline over 10 years | -78.85% | -30.32% | -48.53% |
Current DrawdownCurrent decline from peak | -1.90% | -21.05% | +19.15% |
Average DrawdownAverage peak-to-trough decline | -11.35% | -13.66% | +2.31% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.27% | 7.65% | +4.62% |
Volatility
PFGC vs. PEP - Volatility Comparison
The current volatility for Performance Food Group Company (PFGC) is 6.77%, while PepsiCo, Inc. (PEP) has a volatility of 8.37%. This indicates that PFGC 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
| PFGC | PEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.77% | 8.37% | -1.60% |
Volatility (6M)Calculated over the trailing 6-month period | 23.56% | 16.23% | +7.33% |
Volatility (1Y)Calculated over the trailing 1-year period | 28.53% | 22.60% | +5.93% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.18% | 18.68% | +13.50% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 46.04% | 19.80% | +26.24% |
Dividends
PFGC vs. PEP - Dividend Comparison
PFGC has not paid dividends to shareholders, while PEP's dividend yield for the trailing twelve months is around 4.15%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 4.15% | 3.92% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% |
PFGC Performance Food Group Company | 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
PFGC vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between Performance Food Group Company 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
PFGC vs. PEP - Profitability Comparison
PFGC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jul 2026, Performance Food Group Company reported a gross profit of 1.94B and revenue of 16.29B. Therefore, the gross margin over that period was 11.9%.
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%.
PFGC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jul 2026, Performance Food Group Company reported an operating income of 148.90M and revenue of 16.29B, resulting in an operating margin of 0.9%.
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%.
PFGC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jul 2026, Performance Food Group Company reported a net income of 41.70M and revenue of 16.29B, resulting in a net margin of 0.3%.
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
PFGC and PEP have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
PEP has higher volatility (8.37%) compared to PFGC (6.77%). In terms of maximum drawdown, PFGC dropped -78.85% vs PEP's -73.92%.
PFGC currently has the higher Sharpe Ratio (0.69 vs 0.29), 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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