PepsiCo (Germany) Performance

PEP Stock  EUR 161.66  4.34  2.61%   
PepsiCo has a performance score of 7 on a scale of 0 to 100. The company holds a Beta of 0.0345, which implies not very significant fluctuations relative to the market. 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 1.04%. Please check PepsiCo sortino ratio, potential upside, skewness, as well as the relationship between the maximum drawdown and semi variance , to decide if PepsiCo will be following its historical price patterns.

Risk-Adjusted Performance

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Compared to the overall equity markets, risk-adjusted returns on investments in PepsiCo are ranked lower than 7 (%) of all global equities and portfolios over the last 90 days. Despite nearly fragile basic indicators, PepsiCo may actually be approaching a critical reversion point that can send shares even higher in May 2024. ...more
Begin Period Cash Flow5.7 B
  

PepsiCo Relative Risk vs. Return Landscape

If you would invest  15,190  in PepsiCo on January 24, 2024 and sell it today you would earn a total of  976.00  from holding PepsiCo or generate 6.43% return on investment over 90 days. PepsiCo is currently producing 0.1042% returns and takes up 1.0392% volatility of returns over 90 trading days. Put another way, 9% of traded stocks are less volatile than PepsiCo, and 98% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
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Assuming the 90 days horizon PepsiCo is expected to generate 1.63 times more return on investment than the market. However, the company is 1.63 times more volatile than its market benchmark. It trades about 0.1 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.15 per unit of 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 = 0.1003

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Estimated Market Risk

 1.04
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91% of assets are more volatile

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99% of assets have higher returns

Risk-Adjusted Return

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93% of assets perform better
Based on monthly moving average PepsiCo is performing at about 7% 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.

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.
PepsiCo, Inc. operates as a food and beverage company worldwide. The company was founded in 1898 and is headquartered in Purchase, New York. PEPSICO INC operates under Beverages - Soft Drinks classification in Germany and is traded on Frankfurt Stock Exchange. It employs 267000 people.

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.
PepsiCo has high financial leverage indicating that it may have difficulties to generate enough cash to satisfy its financial obligations
The company has accumulated 35.66 B in total debt with debt to equity ratio (D/E) of 232.6, indicating the company may have difficulties to generate enough cash to satisfy its financial obligations. PepsiCo has a current ratio of 0.84, indicating that it has a negative working capital and may not be able to pay financial obligations in time and when they become 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 76.0% of PepsiCo shares are owned by institutional investors
Evaluating PepsiCo's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate PepsiCo's stock performance include:
  • 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.
It's essential to remember that evaluating PepsiCo's stock performance is not an exact science, and many factors can impact PepsiCo's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
When determining whether PepsiCo is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if PepsiCo Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Pepsico Stock. Highlighted below are key reports to facilitate an investment decision about Pepsico Stock:
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 board of governors.
For more detail on how to invest in PepsiCo Stock please use our How to Invest in PepsiCo guide.
You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.

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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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.