PepsiCo (PEP) is a soft drinks & non-alcoholic beverages company in the Consumer Staples sector. Listed on the NASDAQ, PepsiCo is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $144.32.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $144.32 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 4.41% |
| Risk / Std Dev (Annualized) | 18.40% |
| Sharpe Ratio (rf=4.5%) | -0.00 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Soft Drinks & Non-alcoholic Beverages
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 4.41% with an annualized volatility of 18.40%. The Sharpe ratio of -0.00 (assuming 4.5% risk-free rate) indicates negative risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 197.28B |
| Enterprise Value | 239.3B |
| Trailing P/E | 22.69 |
| Forward P/E | 15.79 |
| Price to Book | 9.23 |
| Price to Sales | 2.07 |
| EV/Revenue | 2.51 |
| EV/EBITDA | 12.8 |
| Profitability | | | Profit Margin | 9.15% | | Operating Margin | 16.96% | | ROE | 43.88% | | ROA | 9.09% |
| Growth | | | Revenue Growth | 8.5% | | Earnings Growth | 27.8% |
| Dividend | | | Dividend Yield | 410.0% | | Payout Ratio | 89.32% | | 5Y Avg Yield | 303.0% |
| Financial Health | | | Total Revenue | 95.45B | | Total Debt | 52.73B | | Total Cash | 10.83B | | Free Cash Flow | 8.75B | | Operating Cash Flow | 13.1B |
| Price & Technical | | | 52W High | $171.48$ | | 52W Low | $127.6$ | | 50-Day Avg | $151.89$ | | 200-Day Avg | $150.38$ | | Beta | 0.36 | | Shares Outstanding | 1.37B | | Float Shares | 1.36B | | Insider Holdings | 0.18% | | Institutional Holdings | 80.87% | | Short Ratio | 3.7 | | Short % of Float | 2.04% |
| Analyst Targets | | | Target High | $195.0$ | | Target Low | $132.0$ | | Target Mean | $170.57$ | | Target Median | $173.0$ | | # of Analysts | 21 | | Recommendation | hold |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.