UPS vs. PEP
Compare and contrast key facts about United Parcel Service, Inc. (UPS) and PepsiCo, Inc. (PEP).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UPS or PEP.
Correlation
The correlation between UPS and PEP is 0.44, 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
UPS vs. PEP - Performance Comparison
Key characteristics
UPS:
-1.00
PEP:
-1.13
UPS:
-1.23
PEP:
-1.52
UPS:
0.81
PEP:
0.82
UPS:
-0.57
PEP:
-0.78
UPS:
-1.91
PEP:
-1.84
UPS:
16.31%
PEP:
12.04%
UPS:
31.33%
PEP:
19.67%
UPS:
-54.77%
PEP:
-40.41%
UPS:
-52.98%
PEP:
-28.39%
Fundamentals
UPS:
$81.70B
PEP:
$183.38B
UPS:
$6.85
PEP:
$6.79
UPS:
14.07
PEP:
19.70
UPS:
1.41
PEP:
2.36
UPS:
0.90
PEP:
2.00
UPS:
5.22
PEP:
9.97
UPS:
$90.86B
PEP:
$91.52B
UPS:
$17.38B
PEP:
$50.10B
UPS:
$11.95B
PEP:
$15.72B
Returns By Period
In the year-to-date period, UPS achieves a -23.13% return, which is significantly lower than PEP's -12.43% return. Over the past 10 years, UPS has underperformed PEP with an annualized return of 2.91%, while PEP has yielded a comparatively higher 6.27% annualized return.
UPS
-23.13%
-2.20%
-26.23%
-31.38%
4.20%
2.91%
PEP
-12.43%
-9.97%
-19.26%
-22.57%
3.17%
6.27%
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Risk-Adjusted Performance
UPS vs. PEP — Risk-Adjusted Performance Rank
UPS
PEP
UPS vs. PEP - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for United Parcel Service, Inc. (UPS) 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.
Dividends
UPS vs. PEP - Dividend Comparison
UPS's dividend yield for the trailing twelve months is around 6.83%, more than PEP's 4.12% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UPS United Parcel Service, Inc. | 6.83% | 5.17% | 4.12% | 3.50% | 1.90% | 2.40% | 3.28% | 3.73% | 2.79% | 2.72% | 3.03% | 2.41% |
PEP PepsiCo, Inc. | 4.12% | 3.52% | 2.92% | 2.51% | 2.45% | 2.71% | 2.79% | 3.25% | 2.64% | 2.83% | 2.76% | 2.68% |
Drawdowns
UPS vs. PEP - Drawdown Comparison
The maximum UPS drawdown since its inception was -54.77%, which is greater than PEP's maximum drawdown of -40.41%. Use the drawdown chart below to compare losses from any high point for UPS and PEP. For additional features, visit the drawdowns tool.
Volatility
UPS vs. PEP - Volatility Comparison
United Parcel Service, Inc. (UPS) has a higher volatility of 11.77% compared to PepsiCo, Inc. (PEP) at 9.06%. This indicates that UPS'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.
Financials
UPS vs. PEP - Financials Comparison
This section allows you to compare key financial metrics between United Parcel Service, 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
UPS vs. PEP - Profitability Comparison
UPS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, United Parcel Service, Inc. reported a gross profit of 4.63B and revenue of 21.55B. Therefore, the gross margin over that period was 21.5%.
PEP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a gross profit of 9.99B and revenue of 17.92B. Therefore, the gross margin over that period was 55.8%.
UPS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, United Parcel Service, Inc. reported an operating income of 1.67B and revenue of 21.55B, resulting in an operating margin of 7.7%.
PEP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported an operating income of 2.58B and revenue of 17.92B, resulting in an operating margin of 14.4%.
UPS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, United Parcel Service, Inc. reported a net income of 1.19B and revenue of 21.55B, resulting in a net margin of 5.5%.
PEP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, PepsiCo, Inc. reported a net income of 1.83B and revenue of 17.92B, resulting in a net margin of 10.2%.