PEP:NYE-Pepsico Inc.

EQUITY | Beverages - Non-Alcoholic | New York Stock Exchange

Last Closing Price

USD 117.14

Change

+0.17 (+0.15)%

Market Cap

USD 165.35B

Volume

3.61M

Average Target Price

USD 118.85 (1.46%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

About

PepsiCo Inc is a food, snack and beverage company. The Company manufactures, markets, distributes and sells convenient and enjoyable beverages, foods and snacks, serving customers and consumers in more than 200 countries and territories.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2018-11-13 )

Largest Industry Peers for Beverages - Non-Alcoholic

Symbol Name Price(Change) Market Cap
MNST Monster Beverage Corporation

+1.03 (+1.88%)

USD 30.84B
FIZZ National Beverage Corp.

-10.82 (-10.67%)

USD 4.23B
COKE Coca-Cola Bottling Co. Consoli..

+0.21 (+0.11%)

USD 1.78B
PRMW Primo Water Corporation

-0.15 (-1.03%)

USD 0.56B
CELH Celsius Holdings Inc.

-0.08 (-1.97%)

USD 0.20B
NBEV New Age Beverages Corporation

-0.18 (-5.23%)

USD 0.19B
LTEA Long Island Iced Tea Corp.

N/A

USD 0.06B
FTFT Future FinTech Group Inc.

+0.06 (+4.48%)

USD 0.04B
SPU SkyPeople Fruit Juice Inc.

N/A

USD 0.01B
LBIX Leading Brands

N/A

USD 3.22M

ETFs Containing PEP

XLP SPDR Select Sector Fund -.. 9.44 % 0.14 %

-0.13 (-0.23%)

USD 9.71B
FSTA Fidelity MSCI COnsumer St.. 8.66 % 0.08 %

-0.19 (-0.56%)

USD 0.42B
VDC Vanguard Consumer Staples 8.44 % 0.00 %

-0.67 (-0.46%)

USD 4.40B
IYK iShares U.S. Consumer Goo.. 7.65 % 0.43 %

-0.03 (-0.03%)

USD 0.50B
UGE ProShares Ultra Consumer .. 6.20 % 0.95 %

-0.31 (-0.73%)

USD 7.34M
JHMS John Hancock Multifactor .. 5.85 % 0.50 %

-0.14 (-0.51%)

USD 0.02B
STPL:CA BMO Global Consumer Stapl.. 5.29 % 0.41 %

-0.10 (-0.50%)

CAD 0.02B
PBJ Invesco Dynamic Food & Be.. 5.21 % 0.63 %

-0.37 (-1.10%)

USD 0.07B
HBF:CA Harvest Brand Leaders Plu.. 5.14 % 1.38 %

N/A

CAD 0.11B
MIVG:CA Mackenzie Ivy Global Equi.. 4.78 % 0.96 %

N/A

CAD 5.34M
KXI iShares Global Consumer S.. 4.72 % 0.47 %

-0.08 (-0.16%)

USD 0.62B
SCHD Schwab US Dividend Equity 4.71 % 0.00 %

-0.04 (-0.08%)

USD 8.05B
FTXG First Trust Nasdaq Food &.. 4.38 % 0.60 %

+0.09 (+0.46%)

USD 1.00M
SHE SPDR Series Trust SSGA Ge.. 3.97 % 0.20 %

-0.03 (-0.04%)

USD 0.36B
XHD:CA iShares U.S. High Dividen.. 3.85 % 0.33 %

-0.13 (-0.45%)

CAD 0.20B
XHU:CA iShares U.S. High Dividen.. 3.85 % 0.32 %

-0.14 (-0.57%)

CAD 0.03B
VIG Vanguard Div Appreciation 3.26 % 0.08 %

-0.06 (-0.06%)

USD 30.07B
VSMV VictoryShares US Multi-Fa.. 3.08 % 0.35 %

-0.16 (-0.56%)

N/A
VSDA VictoryShares Dividend Ac.. 2.94 % 0.35 %

-0.06 (-0.20%)

N/A
MOAT VanEck Vectors Morningsta.. 2.63 % 0.48 %

+0.08 (+0.18%)

USD 1.65B
DGR.B:CA WisdomTree U.S. Quality D.. 2.43 % 0.40 %

-0.26 (-0.98%)

CAD 0.07B
DGR:CA WisdomTree U.S. Quality D.. 2.43 % 0.42 %

N/A

CAD 0.02B
DQD:CA WisdomTree U.S. Quality D.. 2.42 % 0.48 %

N/A

CAD 0.03B
DGRW WisdomTree U.S. Dividend .. 2.42 % 0.28 %

-0.10 (-0.24%)

USD 2.39B
HAU:CA Horizons Active US Divide.. 2.32 % 0.80 %

-0.24 (-1.94%)

CAD 6.39M
PFM Invesco Dividend Achiever.. 2.13 % 0.55 %

-0.04 (-0.15%)

USD 0.29B
QYLD Recon Capital NASDAQ-100 .. 2.07 % 0.60 %

-0.05 (-0.21%)

USD 0.40B
QQQ PowerShares QQQ Trust Ser.. 1.98 % 0.20 %

+0.14 (+0.08%)

USD 65.11B
USMV iShares Edge MSCI Min Vol.. 1.36 % 0.15 %

N/A

USD 13.46B
QUS SPDR MSCI USA StrategicFa.. 1.35 % 0.15 %

-0.02 (-0.02%)

USD 0.11B
XRLV Invesco S&P 500 ex-Rate S.. 1.22 % 0.25 %

-0.16 (-0.46%)

USD 0.14B
FLQG Franklin LibertyQ Global .. 1.17 % 0.35 %

+0.06 (+0.22%)

USD 0.02B
LGLV SPDR SSGA US Large Cap Lo.. 1.16 % 0.12 %

-0.12 (-0.13%)

USD 0.13B
RWU.B:CA First Asset MSCI USA Low .. 1.14 % 0.68 %

-0.04 (-0.21%)

CAD 0.02B
RWU:CA First Asset MSCI USA Low .. 1.14 % 0.68 %

-0.09 (-0.57%)

CAD 0.01B
RWU.D:CA First Asset MSCI USA Low .. 1.07 % 1.49 %

N/A

CAD 0.69M
USWD WisdomTree Weak Dollar U... 0.96 % 0.33 %

N/A

USD 1.40M
RWW.B:CA First Asset MSCI World Lo.. 0.81 % 0.65 %

N/A

CAD 0.67B
RWW:CA First Asset MSCI World Lo.. 0.81 % 0.66 %

+0.05 (+0.18%)

CAD 0.06B
SIZE iShares Edge MSCI USA Siz.. 0.52 % 0.15 %

+0.20 (+0.24%)

USD 0.21B

Market Performance

  Market Performance vs.
Industry/Classification (Beverages - Non-Alcoholic)
Market Performance vs. Exchange (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -2.32% 75% C 56% F
Dividend Return 2.22% 100% A+ 65% D
Total Return -0.10% 75% C 57% F
Trailing 12 Months  
Capital Gain 2.72% 75% C 61% D-
Dividend Return 3.04% 100% A+ 72% C-
Total Return 5.76% 75% C 64% D
Trailing 5 Years  
Capital Gain 36.29% 17% F 58% F
Dividend Return 17.04% 100% A+ 73% C
Total Return 53.33% 17% F 61% D-
Average Annual (5 Year Horizon)  
Capital Gain 6.64% 25% F 50% F
Dividend Return 9.61% 25% F 53% F
Total Return 2.97% 100% A+ 71% C-
Risk Return Profile  
Volatility (Standard Deviation) 7.68% 100% A+ 91% A-
Risk Adjusted Return 125.16% 100% A+ 93% A
Market Capitalization 146.69B 100% A+ 100% A+

Key Financial Ratios

  Ratio vs. Industry/Classification
(Beverages - Non-Alcoholic)
Ratio vs. Market
(New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 33.56 38% F 13% F
Price/Book Ratio 16.38 13% F 5% F
Price / Cash Flow Ratio 4.84 50% F 20% F
Price/Free Cash Flow Ratio 29.81 63% D 16% F
Management Effectiveness  
Return on Equity 46.96% 88% B+ 94% A
Return on Invested Capital 24.78% 75% C 89% B+
Return on Assets 6.31% 75% C 81% B-
Debt to Equity Ratio 376.00% 17% F 5% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

What to not like:
Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector

PEP:NYE-Pepsico Inc.

EQUITY | Beverages - Non-Alcoholic | New York Stock Exchange

Last Closing Price

USD 117.14

Change

+0.17 (+0.15)%

Market Cap

USD 165.35B

Volume

3.61M

Average Target Price

USD 118.85 (1.46%)
Average Analyst Rating

Verdict

STA Verdict

Verdict

Values as of: 2018-11-13