RMR vs. PEP
RMR (The RMR Group Inc.) and PEP (PepsiCo, Inc.) are both stocks. RMR operates in Real Estate - Services (Real Estate), while PEP operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, RMR returned 3.24%/yr vs 6.60%/yr for PEP. At a 0.22 correlation, their price movements are largely independent.
Performance
RMR vs. PEP - Performance Comparison
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Returns By Period
In the year-to-date period, RMR achieves a 47.09% return, which is significantly higher than PEP's 1.07% return. Over the past 10 years, RMR has underperformed PEP with an annualized return of 3.24%, while PEP has yielded a comparatively higher 6.60% annualized return.
RMR
- 1D
- 1.67%
- 1M
- 2.62%
- YTD
- 47.09%
- 6M
- 45.91%
- 1Y
- 40.45%
- 3Y*
- 5.11%
- 5Y*
- -2.01%
- 10Y*
- 3.24%
PEP
- 1D
- 0.95%
- 1M
- -4.52%
- YTD
- 1.07%
- 6M
- 0.96%
- 1Y
- 14.57%
- 3Y*
- -5.31%
- 5Y*
- 2.73%
- 10Y*
- 6.60%
RMR vs. PEP - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
RMR The RMR Group Inc. | 47.09% | -19.39% | -21.50% | 6.48% | -13.93% | 10.33% | -11.24% | -11.65% | -9.17% | 53.27% |
PEP PepsiCo, Inc. | 1.07% | -1.85% | -7.60% | -3.29% | 6.78% | 20.56% | 11.67% | 27.38% | -4.81% | 17.82% |
Correlation
The correlation between RMR and PEP is 0.14, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Dec 15, 2015 | 0.22 |
The correlation between RMR and PEP shifts across timeframes, from 0.14 (1 year) to 0.25 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
RMR:
$347.40M
PEP:
$194.75B
RMR:
$1.38
PEP:
$6.38
RMR:
15.05
PEP:
22.28
RMR:
0.54
PEP:
2.04
RMR:
1.53
PEP:
9.11
RMR:
$640.19M
PEP:
$95.45B
RMR:
$596.04M
PEP:
$51.60B
RMR:
$72.59M
PEP:
$15.08B
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Return for Risk
RMR vs. PEP — Risk / Return Rank
RMR
PEP
RMR vs. PEP - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The RMR Group Inc. (RMR) 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.
| RMR | PEP | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.80 | ||
| Sortino ratioReturn per unit of downside risk | +1.06 | ||
| Omega ratioGain probability vs. loss probability | 1.26 | 1.13 | +0.13 |
| Calmar ratioReturn relative to maximum drawdown | 2.55 | 0.90 | +1.65 |
| Martin ratioReturn relative to average drawdown | 5.71 | 2.17 | +3.53 |
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Drawdowns
RMR vs. PEP - Drawdown Comparison
The maximum RMR drawdown since its inception was -75.78%, roughly equal to the maximum PEP drawdown of -73.92%. Use the drawdown chart below to compare losses from any high point for RMR and PEP.
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Drawdown Indicators
| RMR | PEP | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -75.78% | -73.92% | -1.86% |
Max Drawdown (1Y)Largest decline over 1 year | -15.91% | -16.25% | +0.34% |
Max Drawdown (3Y)Largest decline over 3 years | -45.01% | -29.17% | -15.84% |
Max Drawdown (5Y)Largest decline over 5 years | -54.38% | -30.32% | -24.06% |
Max Drawdown (10Y)Largest decline over 10 years | -75.78% | -30.32% | -45.46% |
Current DrawdownCurrent decline from peak | -59.56% | -18.89% | -40.67% |
Average DrawdownAverage peak-to-trough decline | -44.56% | -13.65% | -30.91% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.11% | 6.72% | +0.39% |
Volatility
RMR vs. PEP - Volatility Comparison
The RMR Group Inc. (RMR) has a higher volatility of 7.04% compared to PepsiCo, Inc. (PEP) at 6.45%. This indicates that RMR'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.
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Volatility by Period
| RMR | PEP | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.04% | 6.45% | +0.59% |
Volatility (6M)Calculated over the trailing 6-month period | 19.91% | 15.02% | +4.89% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.68% | 21.86% | +5.82% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.09% | 18.43% | +8.66% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 33.30% | 19.69% | +13.61% |
Dividends
RMR vs. PEP - Dividend Comparison
RMR's dividend yield for the trailing twelve months is around 8.68%, more than PEP's 4.20% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PEP PepsiCo, Inc. | 4.20% | 3.92% | 3.51% | 2.91% | 2.50% | 2.45% | 2.71% | 2.77% | 3.25% | 2.64% | 2.83% | 2.76% |
RMR The RMR Group Inc. | 8.68% | 12.08% | 8.48% | 5.67% | 5.59% | 24.57% | 3.94% | 3.13% | 2.07% | 1.69% | 2.02% | 0.00% |
Financials
RMR vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between The RMR Group Inc. 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
RMR vs. PEP - Profitability Comparison
RMR - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported a gross profit of 107.94M and revenue of 145.63M. Therefore, the gross margin over that period was 74.1%.
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%.
RMR - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported an operating income of 7.04M and revenue of 145.63M, resulting in an operating margin of 4.8%.
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%.
RMR - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The RMR Group Inc. reported a net income of 3.24M and revenue of 145.63M, resulting in a net margin of 2.2%.
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%.
Frequently Asked Questions
RMR and PEP have a correlation of 0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
RMR has higher volatility (7.04%) compared to PEP (6.45%). In terms of maximum drawdown, RMR dropped -75.78% vs PEP's -73.92%.
RMR currently has the higher Sharpe Ratio (1.47 vs 0.67), 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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