Company context

PepsiCo, Inc.

NASDAQ:PEP

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

Active tabPeers

Current readMixed

Last close135.02

1M return-5.77%

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

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NASDAQ:PEP 1W -3.16%, 1M -5.77%, 3M -9.42%, 6M -18.13%, 1Y -9.17%, 3Y -24.75%; NASDAQ:MDLZ 1W -2.52%, 1M +1.18%, 3M -2.87%, 6M +1.87%, 1Y -2.56%, 3Y -16.27%; NYSE:HSY 1W -2.46%, 1M -3.99%, 3M -11.11%, 6M -27.22%, 1Y -7.25%, 3Y -21.58%; NYSE:MKC 1W -0.59%, 1M +12.65%, 3M +9.69%, 6M -22.54%, 1Y -25.28%, 3Y -39.84%; NYSE:SJM 1W +6.19%, 1M +4.22%, 3M +16.19%, 6M +7.52%, 1Y +4.35%, 3Y -22.53%; NYSE:PG 1W -2.52%, 1M -1.09%, 3M +3.72%, 6M -7.54%, 1Y -5.96%, 3Y -3.82%; NYSE:CLX 1W +1.08%, 1M -0.03%, 3M +3.97%, 6M -19.92%, 1Y -23.30%, 3Y -41.61%; NYSE:KO 1W -3.33%, 1M -1.04%, 3M +1.10%, 6M +3.47%, 1Y +19.00%, 3Y +35.94%; NYSE:PM 1W -0.06%, 1M +2.69%, 3M -0.92%, 6M +6.63%, 1Y +13.52%, 3Y +99.57%; NYSE:KVUE 1W -0.47%, 1M -3.22%, 3M +10.19%, 6M +4.30%, 1Y -8.59%, 3Y -17.59%; NYSE:STZ 1W -3.60%, 1M +0.11%, 3M -10.68%, 6M -16.15%, 1Y -19.21%, 3Y -49.58%

Company1W1M3M6M

1Y

3Y

NASDAQ:PEP-3.16%-5.77%-9.42%-18.13%-9.17%-24.75%

NASDAQ:MDLZ-2.52%+1.18%-2.87%+1.87%-2.56%-16.27%

NYSE:HSY-2.46%-3.99%-11.11%-27.22%-7.25%-21.58%

NYSE:MKC-0.59%+12.65%+9.69%-22.54%-25.28%-39.84%

NYSE:SJM+6.19%+4.22%+16.19%+7.52%+4.35%-22.53%

NYSE:PG-2.52%-1.09%+3.72%-7.54%-5.96%-3.82%

NYSE:CLX+1.08%-0.03%+3.97%-19.92%-23.30%-41.61%

NYSE:KO-3.33%-1.04%+1.10%+3.47%+19.00%+35.94%

NYSE:PM-0.06%+2.69%-0.92%+6.63%+13.52%+99.57%

NYSE:KVUE-0.47%-3.22%+10.19%+4.30%-8.59%-17.59%

NYSE:STZ-3.60%+0.11%-10.68%-16.15%-19.21%-49.58%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NYSE:KO+19.00% 1Y · +35.94% 3Y

NYSE:PM+13.52% 1Y · +99.57% 3Y

NYSE:SJM+4.35% 1Y · -22.53% 3Y

NASDAQ:MDLZ-2.56% 1Y · -16.27% 3Y

Risk and quality spread

NYSE:PMGM +65.28% · ROE n/a

NYSE:KOGM +61.82% · ROE +45.80%

NASDAQ:PEPGM +53.98% · ROE +51.59%

NYSE:CLXGM +43.70% · ROE n/a

Valuation screen

NYSE:MKCP/E 8.69 · FCF yield +7.26%

NYSE:STZP/E 12.82 · FCF yield +7.99%

NYSE:CLXP/E 15.64 · FCF yield +3.26%

NASDAQ:PEPP/E 17.77 · FCF yield +5.02%

Valuation versus growth

P/E against 1Y return

NASDAQ:PEP P/E 17.77 1Y -9.17%, NASDAQ:MDLZ P/E 29.88 1Y -2.56%, NYSE:HSY P/E 31.94 1Y -7.25%, NYSE:MKC P/E 8.69 1Y -25.28%, NYSE:SJM P/E n/a 1Y +4.35%, NYSE:PG P/E 21.81 1Y -5.96%, NYSE:CLX P/E 15.64 1Y -23.30%, NYSE:KO P/E 25.86 1Y +19.00%, NYSE:PM P/E 27.14 1Y +13.52%, NYSE:KVUE P/E 22.55 1Y -8.59%, NYSE:STZ P/E 12.82 1Y -19.21%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NASDAQ:PEPPepsiCo, Inc.

17.7775th pctile1.9460th pctile+5.02%40th pctile+53.98%100th pctile+51.59%100th pctile2.4120th pctile

NASDAQ:MDLZMondelez International, Inc.

29.8817th pctile2.0043rd pctile+3.33%14th pctile+31.19%0th pctile+10.13%17th pctile0.8467th pctile

NYSE:HSYThe Hershey Company

31.940th pctile2.9229th pctile+5.32%71st pctile+35.56%29th pctile+23.23%33rd pctile1.2050th pctile

NYSE:MKCMcCormick & Company, Incorporated

8.69100th pctile1.8871st pctile+7.26%86th pctile+38.92%43rd pctile+25.70%50th pctile0.7183rd pctile

NYSE:SJMThe J.M. Smucker Company

n/an/a1.32100th pctile+9.62%100th pctile+33.19%14th pctile-2.39%0th pctile1.2933rd pctile

NYSE:PGProcter & Gamble Company (The)

21.8150th pctile4.1814th pctile+4.33%43rd pctile+50.88%71st pctile+31.12%67th pctile0.68100th pctile

NYSE:CLXClorox Company (The)

15.6483rd pctile1.7486th pctile+3.26%0th pctile+43.70%57th pctilen/an/an/an/a

NYSE:KOCoca-Cola Company (The)

25.8633rd pctile7.060th pctile+3.56%29th pctile+61.82%100th pctile+45.80%83rd pctile1.3017th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.