Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

PepsiCo, Inc.

NASDAQ:PEP

Food: Specialty/Candy · benchmarked against Food: Specialty/Candy inside the XLP constituent company universe.

Active tabFinancial reports

Current readMixed

Last close135.02

1M return-5.77%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report Jul 10, 9:22 PM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest Jul 10, 9:22 PM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyPepsiCo, Inc.

Overview scoring

Fundamental overview

63/100 blended · 98/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 74/100; Cash flow 60/100; Balance sheet 57/100; Valuation 53/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 63/100; Food: Specialty/Candy 68/100; Consumer Non-Durables 61/100; XLP constituent company universe 62/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #1 of 13; Food: Specialty/Candy #1 of 5; Consumer Non-Durables #2 of 24; XLP constituent company universe #2 of 34.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 73/100; Cash flow 60/100; Balance sheet 57/100; Valuation 56/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration12/23

Revenue quarter has the largest second-order move at +58.11%. 12 metrics are accelerating favorably and 11 are decelerating.

Fundamental PM review

Growth and cash quality4/5

EPS TTM is 7.62 with +19.75% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review3 watch items

Debt / Equity is 2.41 with -2.34% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 93.9B; Revenue quarter 24.2B; Revenue next quarter 25B; Operating income TTM 15.1B.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue +1.20%; Revenue quarter +58.11%; Operating income TTM -1.54%; Operating margin -43.03%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 78/100; Cash 55/100; Quality 84/100; Balance 50/100; Valuation 86/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	93.9B	+1.69%+1.6B	+1.20%+1.1B	accelerating	4
Revenue quarterRevenue	24.2B	+24.37%+4.7B	+58.11%+14.6B	accelerating	12
Revenue next quarterRevenue	25B	+4.13%+991.8M	Need 3 reportsNeed 3 reports	improving	2
Operating income TTMEarnings	15.1B	+0.97%+145M	-1.54%-221M	decelerating	12
Operating marginProfitability	+16.04%	+0.97%+0.15 pts	-43.03%-4.70 pts	decelerating	5
EPS TTMEarnings	7.62	+19.75%+1.26	+13.68%+0.89	accelerating	10
EPS next quarterEarnings	2.31	+4.20%+0.09	Need 3 reportsNeed 3 reports	improving	2
Gross marginQuality	+53.98%	-0.45%-0.24 pts	-0.93%-0.51 pts	stable	5
Net marginQuality	+10.78%	+17.87%+1.64 pts	+13.58%+1.26 pts	accelerating	12
Gross-to-net conversionQuality	+19.98%	+18.40%+3.11 pts	+1.97%+0.72 pts	accelerating	5

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Sep 9, 2023	91.6B	23.5B	—	11.1B	+12.14%	6.00	—	+53.93%	+9.05%	+16.78%
Jan 2, 2024	—	27.9B	—	14B	—	—	—	—	+9.92%	—
Apr 1, 2024	—	18.3B	—	13.9B	—	—	—	—	+10.00%	—
Jul 1, 2024	—	22.5B	—	14.2B	—	6.89	—	—	+10.34%	—
Sep 7, 2024	91.9B	23.3B	—	12.3B	+13.40%	6.78	—	+54.68%	+10.18%	+18.62%
Jan 6, 2025	—	27.8B	—	14.2B	—	6.95	—	—	+10.43%	—
Apr 7, 2025	—	17.9B	—	14.1B	—	6.80	—	—	+10.24%	—
Jul 7, 2025	—	22.7B	—	13.9B	—	5.49	—	—	+8.23%	—
Sep 6, 2025	92.4B	23.9B	—	10.2B	+11.03%	5.26	—	+53.96%	+7.82%	+14.49%
Jan 5, 2026	—	29.3B	—	14.6B	—	6.00	—	—	+8.77%	—
Apr 17, 2026	93.9B	19.4B	24B	14.9B	+15.89%	6.37	2.21	+54.22%	+9.15%	+16.87%
Jul 10, 2026	93.9B	24.2B	25B	15.1B	+16.04%	7.62	2.31	+53.98%	+10.78%	+19.98%