Pepsico Stock Performance
| PEP Stock | USD 172.27 2.79 1.65% |
PepsiCo has a performance score of 5 on a scale of 0 to 100. The company holds a Beta of 0.44, which implies possible diversification benefits within a given portfolio. As returns on the market increase, PepsiCo's returns are expected to increase less than the market. However, during the bear market, the loss of holding PepsiCo is expected to be smaller as well. PepsiCo right now holds a risk of 1.05%. Please check PepsiCo value at risk, as well as the relationship between the skewness and day median price , to decide if PepsiCo will be following its historical price patterns.
Risk-Adjusted Performance
5 of 100
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Modest
Compared to the overall equity markets, risk-adjusted returns on investments in PepsiCo are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Even with relatively invariable technical and fundamental indicators, PepsiCo is not utilizing all of its potentials. The latest stock price agitation, may contribute to short-term losses for the retail investors. ...more
Actual Historical Performance (%)
One Day Return 1.65 | Five Day Return 2.73 | Year To Date Return (0.37) | Ten Year Return 100.52 | All Time Return 22.9 K |
Forward Dividend Yield 0.0302 | Payout Ratio 0.664 | Last Split Factor 2:1 | Forward Dividend Rate 5.06 | Dividend Date 2024-04-01 |
1 | STARRY Teams Up with Rapper Lil Durk to Give HBCU Students a Shot at More Than 333,000 in Scholarships and Prizes | 03/28/2024 |
| PepsiCo dividend paid on 1st of April 2024 | 04/01/2024 |
2 | New York UNCF 80th Anniversary A Mind Is Gala Raises Nearly 950,000 for HBCUs and Students | 04/02/2024 |
3 | A Former Apple CEOs Onetime Northern California Estate Hits the Market for 23 Million | 04/08/2024 |
4 | Restaurants Canada Reserves Table for Six | 04/11/2024 |
5 | In 5 Years, These 5 Stocks Could Explode Like Nvidia Did | 04/12/2024 |
6 | Hispanic C-Suite Corporate Council to Host NFL Draft Hispanic Celebration | 04/15/2024 |
7 | Why PepsiCo Outpaced the Stock Market Today | 04/16/2024 |
8 | Pepsi recalls zero sugar Schweppes ginger ale because it contained sugar | 04/17/2024 |
| Begin Period Cash Flow | 5.1 B |
PepsiCo |
PepsiCo Relative Risk vs. Return Landscape
If you would invest 16,511 in PepsiCo on January 20, 2024 and sell it today you would earn a total of 716.00 from holding PepsiCo or generate 4.34% return on investment over 90 days. PepsiCo is generating 0.0728% of daily returns assuming volatility of 1.0503% on return distribution over 90 days investment horizon. In other words, 9% of stocks are less volatile than PepsiCo, and above 99% of all equities are expected to generate higher returns over the next 90 days. Expected Return |
| Risk |
PepsiCo Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PepsiCo's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as PepsiCo, and traders can use it to determine the average amount a PepsiCo's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0693
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Estimated Market Risk
| 1.05 actual daily | 9 91% of assets are more volatile |
Expected Return
| 0.07 actual daily | 1 99% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average PepsiCo is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PepsiCo by adding it to a well-diversified portfolio.
PepsiCo Fundamentals Growth
PepsiCo Stock prices reflect investors' perceptions of the future prospects and financial health of PepsiCo, and PepsiCo fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on PepsiCo Stock performance.
| Return On Equity | 0.51 | ||||
| Return On Asset | 0.0878 | ||||
| Profit Margin | 0.1 % | ||||
| Operating Margin | 0.1 % | ||||
| Current Valuation | 267.41 B | ||||
| Shares Outstanding | 1.37 B | ||||
| Price To Earning | 26.34 X | ||||
| Price To Book | 12.49 X | ||||
| Price To Sales | 2.53 X | ||||
| Revenue | 91.47 B | ||||
| Gross Profit | 46.05 B | ||||
| EBITDA | 17.04 B | ||||
| Net Income | 9.07 B | ||||
| Cash And Equivalents | 6.74 B | ||||
| Cash Per Share | 4.89 X | ||||
| Total Debt | 44.66 B | ||||
| Debt To Equity | 2.05 % | ||||
| Current Ratio | 0.92 X | ||||
| Book Value Per Share | 13.47 X | ||||
| Cash Flow From Operations | 13.44 B | ||||
| Earnings Per Share | 6.57 X | ||||
| Market Capitalization | 230.23 B | ||||
| Total Asset | 100.5 B | ||||
| Retained Earnings | 70.03 B | ||||
| Working Capital | (4.7 B) | ||||
| Current Asset | 23.03 B | ||||
| Current Liabilities | 17.58 B | ||||
About PepsiCo Performance
To evaluate PepsiCo Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when PepsiCo generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare PepsiCo Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand PepsiCo market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents PepsiCo's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 42.59 | 31.74 | |
| Return On Tangible Assets | 0.14 | 0.11 | |
| Return On Capital Employed | 0.16 | 0.15 | |
| Return On Assets | 0.09 | 0.08 | |
| Return On Equity | 0.47 | 0.27 |
Things to note about PepsiCo performance evaluation
Checking the ongoing alerts about PepsiCo for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for PepsiCo help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| The company has 44.66 B in debt with debt to equity (D/E) ratio of 2.05, meaning that the company heavily relies on borrowing funds for operations. PepsiCo has a current ratio of 0.9, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Debt can assist PepsiCo until it has trouble settling it off, either with new capital or with free cash flow. So, PepsiCo's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like PepsiCo sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for PepsiCo to invest in growth at high rates of return. When we think about PepsiCo's use of debt, we should always consider it together with cash and equity. | |
| Over 77.0% of PepsiCo shares are owned by institutional investors | |
| On 1st of April 2024 PepsiCo paid $ 1.265 per share dividend to its current shareholders | |
| Latest headline from nypost.com: Pepsi recalls zero sugar Schweppes ginger ale because it contained sugar |
- Analyzing PepsiCo's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether PepsiCo's stock is overvalued or undervalued compared to its peers.
- Examining PepsiCo's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating PepsiCo's management team can have a significant impact on its success or failure. Reviewing the track record and experience of PepsiCo's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of PepsiCo's stock. These opinions can provide insight into PepsiCo's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in PepsiCo. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in income. To learn how to invest in PepsiCo Stock, please use our How to Invest in PepsiCo guide.Note that the PepsiCo information on this page should be used as a complementary analysis to other PepsiCo's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the My Watchlist Analysis module to analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like.
Complementary Tools for PepsiCo Stock analysis
When running PepsiCo's price analysis, check to measure PepsiCo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PepsiCo is operating at the current time. Most of PepsiCo's value examination focuses on studying past and present price action to predict the probability of PepsiCo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PepsiCo's price. Additionally, you may evaluate how the addition of PepsiCo to your portfolios can decrease your overall portfolio volatility.
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Is PepsiCo's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of PepsiCo. If investors know PepsiCo will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about PepsiCo listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 1.521 | Dividend Share 4.945 | Earnings Share 6.57 | Revenue Per Share 66.476 | Quarterly Revenue Growth (0.01) |
The market value of PepsiCo is measured differently than its book value, which is the value of PepsiCo that is recorded on the company's balance sheet. Investors also form their own opinion of PepsiCo's value that differs from its market value or its book value, called intrinsic value, which is PepsiCo's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because PepsiCo's market value can be influenced by many factors that don't directly affect PepsiCo's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between PepsiCo's value and its price as these two are different measures arrived at by different means. Investors typically determine if PepsiCo is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, PepsiCo's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.