RELX vs. PEP
RELX (RELX PLC) and PEP (PepsiCo, Inc.) are both stocks. RELX operates in Publishing (Communication Services), while PEP operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, RELX returned 8.59%/yr vs 5.72%/yr for PEP. Their 0.24 correlation means their historical movements had little consistent relationship.
Performance
RELX vs. PEP - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, RELX achieves a -10.65% return, which is significantly lower than PEP's -0.86% return. Over the past 10 years, RELX has outperformed PEP with an annualized return of 8.59%, while PEP has yielded a comparatively lower 5.72% annualized return.
RELX
- 1D
- -3.25%
- 1M
- 10.93%
- 6M
- 0.88%
- YTD
- -10.65%
- 1Y
- -29.62%
- 3Y*
- 4.16%
- 5Y*
- 5.79%
- 10Y*
- 8.59%
- ALL TIME*
- 9.12%
PEP
- 1D
- -0.46%
- 1M
- -3.23%
- 6M
- -7.38%
- YTD
- -0.86%
- 1Y
- 4.17%
- 3Y*
- -6.04%
- 5Y*
- 0.82%
- 10Y*
- 5.72%
- ALL TIME*
- 9.60%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.15B | $1.26B | $1.24B | |
RELX RELX PLC | $111.06M | $102.76M | $92.18M |
RELX vs. PEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RELX RELX PLC | -10.65% | -9.60% | 16.59% | 46.09% | -13.06% | 35.47% | 0.27% | 25.28% | -11.20% | 34.97% |
PEP PepsiCo, Inc. | -0.86% | -1.85% | -7.60% | -3.29% | 6.78% | 20.56% | 11.67% | 27.38% | -4.81% | 17.82% |
Correlation
The correlation between RELX and PEP is 0.02, meaning there was essentially no consistent relationship between their historical price movements. Each responded to its own set of market drivers.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.02 |
Correlation (3Y) Balances recent behavior with more history. | 0.16 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.27 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.31 |
Correlation (All Time) Calculated using the full available price history since Oct 7, 1994 | 0.24 |
Over the past year, the correlation between RELX and PEP has dropped to 0.02 - well below their long-term average of 0.24, suggesting their price drivers have been diverging.
Fundamentals
RELX:
$61.87B
PEP:
$190.64B
RELX:
£2.31
PEP:
$7.65
RELX:
11.40
PEP:
18.25
RELX:
1.09
PEP:
6.31
RELX:
2.48
PEP:
1.97
RELX:
38.37
PEP:
8.65
RELX:
£19.26B
PEP:
$96.90B
RELX:
£12.46B
PEP:
$52.29B
RELX:
£7.42B
PEP:
$18.40B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
RELX vs. PEP — Risk / Return Rank
RELX
PEP
RELX vs. PEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for RELX PLC (RELX) 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.
| RELX | PEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.15 | ||
| Sortino ratioReturn per unit of downside risk | -1.73 | ||
| Omega ratioGain probability vs. loss probability | 0.85 | 1.06 | -0.21 |
| Calmar ratioReturn relative to maximum drawdown | -0.65 | 0.27 | -0.92 |
| Martin ratioReturn relative to average drawdown | -1.11 | 0.60 | -1.71 |
Loading charts...
Drawdowns
RELX vs. PEP - Drawdown Comparison
The maximum RELX drawdown since its inception was -49.91%, smaller than the maximum PEP drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for RELX and PEP.
Loading charts...
Drawdown Indicators
| RELX | PEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -49.91% | -73.92% | +24.01% |
Max Drawdown (1Y)Largest decline over 1 year | -46.36% | -19.30% | -27.06% |
Max Drawdown (3Y)Largest decline over 3 years | -49.91% | -27.52% | -22.39% |
Max Drawdown (5Y)Largest decline over 5 years | -49.91% | -30.32% | -19.59% |
Max Drawdown (10Y)Largest decline over 10 years | -49.91% | -30.32% | -19.59% |
Current DrawdownCurrent decline from peak | -34.77% | -20.44% | -14.33% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -13.66% | +1.26% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 27.20% | 8.67% | +18.53% |
Volatility
RELX vs. PEP - Volatility Comparison
RELX PLC (RELX) has a higher volatility of 12.44% compared to PepsiCo, Inc. (PEP) at 7.72%. This indicates that RELX's price experiences larger fluctuations and is considered to be riskier than PEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| RELX | PEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 12.44% | 7.72% | +4.72% |
Volatility (6M)Calculated over the trailing 6-month period | 29.41% | 16.85% | +12.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 33.10% | 21.62% | +11.48% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 23.47% | 18.84% | +4.63% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 22.65% | 19.87% | +2.78% |
Dividends
RELX vs. PEP - Dividend Comparison
RELX's dividend yield for the trailing twelve months is around 2.60%, less than PEP's 4.12% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 4.12% | 3.92% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% |
RELX RELX PLC | 2.60% | 2.03% | 1.68% | 1.73% | 2.42% | 2.05% | 2.39% | 1.57% | 2.68% | 2.05% | 2.55% | 2.28% |
Financials
RELX vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between RELX PLC 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
RELX vs. PEP - Profitability Comparison
RELX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, RELX PLC reported a gross profit of 3.15B and revenue of 4.91B. Therefore, the gross margin over that period was 64.1%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 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%.
RELX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, RELX PLC reported an operating income of 1.59B and revenue of 4.91B, resulting in an operating margin of 32.3%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, PepsiCo, Inc. reported an operating income of 4.02B and revenue of 24.18B, resulting in an operating margin of 16.6%.
RELX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, RELX PLC reported a net income of 1.18B and revenue of 4.91B, resulting in a net margin of 24.1%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 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
RELX and PEP have a correlation of 0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RELX has higher volatility (12.44%) compared to PEP (7.72%). In terms of maximum drawdown, RELX dropped -49.91% vs PEP's -73.92%.
PEP currently has the higher Sharpe Ratio (0.24 vs -0.91), 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.
Find the right allocation for RELX and PEP
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer