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v0.1
PEP$142.04-1.74%
Fair $142.04+0.0%

PEP

PepsiCo, Inc.

Consumer Defensive / Beverages - Non-AlcoholicNasdaqGS

$142.04

-2.51 (-1.74%)

Fairly Valued+0.0%Fair Value $142.04Fund rank 31/100 · Data gapFallback financials|
SA 27/D
F-Score: 4/9
High Debt

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $7.7B · quality 58.3/100

Data gap 31/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 84/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

27/100

D

Piotroski

4/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 1unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.45, above the 2.0 threshold
Thesis & Journal · PEPLocal privado en este navegador · PepsiCo, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$194.2B

P/E

22.2x

↑

EV/EBITDA

15.1x

↑

ROE

40.4%

↑

Gross Margin

54.1%

↑

Debt/Equity

2.45

↑
52-Week Range$142
$128$171

TradingView lightweight chart

PEP price, volumen y niveles de valoración

Último $141.68Periodo +284.2%
Fair value: $142.04

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+4.9%

FCF CAGR

—

FCF margin

8.2%

FCF / Net income

0.93x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $93.92B · net income $8.24B · FCF $7.67B

2007-FY → 2025-FY

Gross margin

54.1%— pts

Operating margin

14.4%-3.8% pts

Net margin

8.8%-5.6% pts

FCF margin

8.2%— pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$93.92B$93.92B$91.85B$91.47B$86.39B$79.47B$70.37B$67.16B$64.66B$63.52B$62.80B$63.06B$66.68B$66.42B$65.49B$66.50B$57.84B$43.23B$43.25B$39.47B
Net Income$8.24B$8.24B$9.58B$9.07B$8.91B$7.62B$7.12B$7.31B$12.52B$4.86B$6.33B$5.45B$6.51B$6.74B$6.18B$6.44B$6.32B$5.95B$5.14B$5.66B
EBITDA$15.54B$15.54B$16.68B$15.75B$14.92B$13.87B$12.63B$12.72B$12.51B$12.64B$12.17B$10.77B$12.21B$12.37B$11.80B$12.37B$10.66B$9.68B$8.50B$8.61B
EPS6.006.006.956.566.425.495.125.208.783.384.363.674.274.323.924.033.913.773.213.41
Gross Margin54.1%54.1%54.6%54.2%53.0%53.3%54.8%55.1%54.6%54.7%55.1%54.4%53.2%53.0%52.2%—————
Operating Margin14.4%14.4%14.1%14.1%13.1%14.0%14.3%15.3%15.6%16.2%15.6%13.2%14.4%14.6%13.9%14.5%14.4%18.6%16.1%18.2%
Net Margin8.8%8.8%10.4%9.9%10.3%9.6%10.1%10.9%19.4%7.6%10.1%8.6%9.8%10.1%9.4%9.7%10.9%13.8%11.9%14.3%
Balance Sheet
Debt/Equity2.452.452.492.412.312.253.001.971.953.062.672.421.361.001.050.990.940.440.64—
Current Ratio0.900.90——————————————————
Cash Flow
Free Cash Flow$7.67B$7.67B$7.19B$7.92B$5.60B———————————————
Returns
ROE40.4%40.4%53.1%49.0%52.0%47.5%52.9%49.5%86.2%44.0%56.3%45.2%37.1%27.6%27.6%31.1%29.7%35.2%42.1%—
Valuation
P/E22.2422.2421.5325.7528.21———————————————
EV/EBITDA15.1415.1414.5517.0519.15———————————————
P/B9.539.5311.4312.6314.65———————————————
Growth & Yield
Revenue Growth2.3%2.3%0.4%5.9%—12.9%4.8%3.9%1.8%1.2%-0.4%-5.4%0.4%1.4%-1.5%15.0%33.8%-0.0%9.6%—
EPS Growth-13.7%-13.7%5.9%2.2%—7.2%-1.5%-40.8%159.8%-22.5%18.8%-14.1%-1.2%10.2%-2.7%3.1%3.7%17.4%-5.9%—
Dividend Yield4.1%4.1%——————————————————

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

28.1%

muy exigente

EPS terminal req.

$12.60

Spread vs growth

-41.7%

5Y implied EPS CAGR

20.5%

exigente

EPS terminal req.

$15.25

Spread vs growth

-34.2%

10Y implied EPS CAGR

15.1%

exigente

EPS terminal req.

$24.56

Spread vs growth

-28.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +11.9%

Total return

+11.9%

Start / end P/E

18.9x → 23.6x

EPS bridge

6.95 → 6.00

Residual

-3.4%

EPS growth-13.7%
Multiple rerating+24.8%
Dividend+4.1%
Residual / FX / buybacks / cross-term-3.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.