ScoreWhy is PepsiCo, Inc. ?
1
High Management Efficiency with a high ROCE of 22.79%
2
Poor long term growth as Operating profit has grown by an annual rate 5.89% of over the last 5 years
3
Flat results in Jun 25
- EPS(Q) Lowest at USD 0.92
4
With ROCE of 24.23%, it has a fair valuation with a 4.82 Enterprise value to Capital Employed
- The stock is trading at a discount compared to its peers' average historical valuations
- Over the past year, while the stock has generated a return of -10.39%, its profits have fallen by -1.2%
5
High Institutional Holdings at 78.08%
- These investors have better capability and resources to analyse fundamentals of companies than most retail investors.
6
Consistent Underperformance against the benchmark over the last 3 years
- Along with generating -10.39% returns in the last 1 year, the stock has also underperformed S&P 500 in each of the last 3 annual periods
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to PepsiCo, Inc. should be less than 10%
- Overall Portfolio exposure to Beverages should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Beverages)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is PepsiCo, Inc. for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
PepsiCo, Inc.
-9.15%
-0.53
22.63%
S&P 500
13.22%
0.61
20.17%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
6.28%
EBIT Growth (5y)
5.89%
EBIT to Interest (avg)
12.00
Debt to EBITDA (avg)
2.37
Net Debt to Equity (avg)
2.36
Sales to Capital Employed (avg)
1.43
Tax Ratio
19.28%
Dividend Payout Ratio
76.68%
Pledged Shares
0
Institutional Holding
78.08%
ROCE (avg)
22.79%
ROE (avg)
56.15%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
23
Industry P/E
Price to Book Value
13.12
EV to EBIT
19.89
EV to EBITDA
15.61
EV to Capital Employed
4.82
EV to Sales
3.07
PEG Ratio
NA
Dividend Yield
195.25%
ROCE (Latest)
24.23%
ROE (Latest)
57.25%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bearish
Mildly Bullish
RSI
No Signal
No Signal
Bollinger Bands
Sideways
Mildly Bearish
Moving Averages
Bullish (Daily)
KST
Mildly Bearish
Bearish
Dow Theory
Mildly Bullish
No Trend
OBV
Mildly Bullish
Mildly Bearish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend1What is working for the Company
RAW MATERIAL COST(Y)
Fallen by 1.82% (YoY
-1What is not working for the Company
EPS(Q)
Lowest at USD 0.92
Here's what is working for PepsiCo, Inc.
Raw Material Cost
Fallen by 1.82% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
Here's what is not working for PepsiCo, Inc.
EPS
Lowest at USD 0.92
in the last five periodsMOJO Watch
Declining profitability; company has created lower earnings for shareholders
EPS (USD)
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