PepsiCo is a global leader in snacks and beverages, owning well-known household brands including Pepsi, Mountain Dew, Gatorade, Lay's, Cheetos, and Doritos, among others. The company dominates the global savory snacks market and also ranks as the second-largest beverage provider in the world (behind Coca-Cola) with diversified exposure to carbonated soft drinks, or CSD, as well as water, sports, and energy drink offerings. Convenience foods account for approximately 58% of its total revenue, with beverages making up the rest. Pepsi owns the bulk of its manufacturing and distribution capacity in the US, but uses bottlers overseas for beverages. International markets made up 41% of total sales and 46% of operating profits before corporate expenses in 2025.
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The chart shows the growth of an initial investment of $10,000 in PepsiCo, Inc., comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
PepsiCo, Inc. (PEP) has returned 9.63% so far this year and 11.10% over the past 12 months. Looking at the last ten years, PEP has achieved an annualized return of 4.23%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
The table below presents the monthly returns of PepsiCo, Inc. (PEP) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 7.27% | 10.18% | -8.14% | 2.25% | ||||||||
| 2025 | -1.43% | 2.48% | -0.93% | -9.90% | -2.24% | 0.87% | 4.02% | 6.86% | -10.80% | 3.75% | 1.97% | -3.43% |
| 2024 | -0.58% | -1.89% | 6.16% | 0.19% | -1.46% | -4.51% | 4.62% | 0.20% | -1.35% | -3.04% | -1.59% | -6.89% |
| 2023 | -5.30% | 1.55% | 5.79% | 4.94% | -4.25% | 1.53% | 1.71% | -5.10% | -5.20% | -3.43% | 2.82% | 0.87% |
| 2022 | 0.77% | -5.43% | 2.64% | 2.28% | -3.03% | -0.90% | 4.93% | -1.31% | -4.48% | 11.04% | 2.53% | -2.60% |
| 2021 | -7.10% | -5.69% | 8.30% | 2.10% | 2.01% | -0.41% | 5.99% | -0.39% | -4.10% | 6.77% | -0.88% | 6.92% |
| 2020 | 3.76% | -7.52% | -9.02% | 12.81% | 0.33% | 0.50% | 3.87% | 2.15% | -1.18% | -4.41% | 6.36% | 2.25% |
| 2019 | 3.22% | 2.38% | 5.77% | 4.45% | 0.12% | 2.56% | -3.17% | 6.03% | 0.55% | 0.18% | -1.25% | 0.01% |
| 2018 | 0.31% | -8.50% | -0.05% | -7.07% | -0.11% | 8.29% | 5.80% | -2.11% | -0.02% | 0.21% | 8.87% | -8.30% |
| 2017 | -1.11% | 6.53% | 2.06% | 1.19% | 3.49% | -1.12% | 0.92% | -0.82% | -3.42% | 0.29% | 6.16% | 2.94% |
| 2016 | 0.97% | -1.53% | 5.35% | 2.53% | -1.81% | 2.17% | -1.44% | -6.57% | 4.75% |
The charts below present risk-adjusted performance metrics for PepsiCo, Inc. (PEP) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of PEP compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
The current PepsiCo, Inc. volatility is 1.18%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2009 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 107.40B | 100.50B | 92.19B | 92.38B | 92.92B | 78.55B | 77.65B | 79.80B | 74.13B | 69.67B | 70.51B | 77.48B | 74.64B | 72.88B | 39.85B |
| Equity Attributable To Parent (USD) | 20.41B | 18.50B | 17.15B | 16.04B | 13.45B | 14.79B | 14.52B | 11.05B | 11.25B | 12.07B | 17.58B | 24.41B | 22.42B | 20.70B | 16.91B |
| Equity Attributable To Noncontrolling Interest (USD) | 141.00M | 134.00M | 124.00M | 108.00M | 98.00M | 82.00M | 84.00M | 92.00M | 104.00M | 107.00M | 110.00M | -110.00M | 105.00M | 311.00M | 638.00M |
| Equity (USD) | 20.55B | 18.64B | 17.27B | 16.15B | 13.55B | 14.87B | 14.60B | 10.98B | 11.20B | 12.03B | 17.55B | 24.39B | 22.40B | 20.90B | 17.44B |
| Other Non-current Liabilities (USD) | 7.74B | 8.69B | 9.38B | 10.11B | 12.27B | 11.22B | 8.66B | 10.51B | 7.34B | 7.74B | 6.95B | 8.69B | 8.71B | 10.71B | - |
| Long-term Debt (USD) | 46.35B | 41.52B | 38.75B | 39.90B | 43.73B | 32.00B | 32.25B | 37.82B | 34.45B | 32.32B | 27.92B | 26.56B | 26.45B | 23.12B | - |
| Noncurrent Liabilities (USD) | 54.09B | 50.21B | 48.13B | 50.01B | 55.99B | 43.22B | 40.91B | 48.32B | 41.80B | 40.06B | 34.87B | 35.25B | 35.15B | 33.83B | 13.65B |
| Other Current Liabilities (USD) | 21.06B | 20.01B | 16.05B | 16.39B | 14.52B | 12.45B | 14.93B | 13.78B | 14.98B | 12.03B | 12.97B | 12.97B | 12.64B | 14.07B | - |
| Accounts Payable (USD) | 11.70B | 11.64B | 10.73B | 9.83B | 8.85B | 8.01B | 7.21B | 6.73B | 6.16B | 5.55B | 5.13B | 4.87B | 4.45B | 4.08B | - |
| Current Liabilities (USD) | 32.76B | 31.65B | 26.79B | 26.22B | 23.37B | 20.46B | 22.14B | 20.50B | 21.14B | 17.58B | 18.09B | 17.84B | 17.09B | 18.15B | 8.76B |
| Liabilities (USD) | 86.85B | 81.86B | 74.91B | 76.23B | 79.37B | 63.68B | 63.05B | 68.82B | 62.93B | 57.64B | 52.96B | 53.09B | 52.24B | 51.98B | 22.41B |
| Other Non-current Assets (USD) | 49.05B | 46.51B | 46.36B | 48.19B | 48.55B | 41.60B | 38.17B | 31.54B | 30.45B | - | - | 36.70B | 36.78B | 35.74B | 14.61B |
| Intangible Assets (USD) | 500.00M | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Fixed Assets (USD) | 29.91B | 27.04B | 24.29B | 22.41B | 21.37B | 19.31B | 17.59B | 17.24B | 16.59B | - | - | 18.58B | 19.14B | 19.70B | 12.67B |
| Noncurrent Assets (USD) | 79.45B | 73.55B | 70.65B | 70.59B | 69.92B | 60.90B | 55.76B | 48.78B | 47.04B | 46.64B | 49.85B | 55.28B | 55.92B | 55.44B | 27.28B |
| Other Current Assets (USD) | 22.10B | 21.62B | 16.32B | 17.44B | 18.83B | 14.31B | 18.77B | 28.08B | 24.37B | 20.31B | 17.52B | 18.79B | 15.14B | 13.61B | 9.95B |
| Inventory (USD) | 5.85B | 5.33B | 5.22B | 4.35B | 4.17B | 3.34B | 3.13B | 2.95B | 2.72B | 2.72B | 3.14B | 3.41B | 3.58B | 3.83B | 2.62B |
| Current Assets (USD) | 27.95B | 26.95B | 21.54B | 21.78B | 23.00B | 17.65B | 21.89B | 31.03B | 27.09B | 23.03B | 20.66B | 22.20B | 18.72B | 17.44B | 12.57B |
| Assets (USD) | 107.40B | 100.50B | 92.19B | 92.38B | 92.92B | 78.55B | 77.65B | 79.80B | 74.13B | 69.67B | 70.51B | 77.48B | 74.64B | 72.88B | 39.85B |
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