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PepsiCo Inc

🇺🇸 PEP · NYSE/NASDAQ · US7134481081

Consumer

Database · updates weekly

USD 139.51 price at analysis

Updated: 2026-08-15
Next update: 2026-08-22
Updates weekly
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Scores

Quality 80/100
Recommended max: 7% of portfolio
Opportunity 60/100

Key Metrics

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P/E (TTM)

18.4

P/E (Price-to-Earnings)
Shows how much investors pay for each $1 of profit. We display the TTM P/E (Trailing Twelve Months) which uses actual earnings from the last 4 quarters. This is more reliable than Forward P/E which uses analyst estimates.
Calculation: 139.51 ÷ 7.65 = 18.4
TTM period through: 2026-06-30

Forward P/E (estimated): 16.1
Based on analyst estimates

Reference: Provider P/E (Trailing): 18.2

Net Debt/EBITDA (TTM)

2.3x

Latest quarter: 8.2x

Net Debt / EBITDA
A leverage ratio showing how many years of EBITDA (earnings before interest, taxes, depreciation, and amortization) it would take to repay net debt. EBITDA approximates operating cash generation. Lower ratios (e.g., <3x) are generally safer; higher (e.g., >5x) may indicate more financial risk.
TTM through: 2026-06-30
Latest quarter (2026-06-30): 8.2x
The quarterly value can spike when quarterly EBITDA is very low (e.g., one-time charges).
Quick guide: <2x manageable, >4x can be risky (sector-dependent).

ROE

51.5%

ROE (Return on Equity)
A profitability measure: how much profit is generated from shareholders’ equity. Higher isn’t always better if it comes from high debt.

EV/EBITDA

12.4x

EV/EBITDA
A valuation ratio that compares total business value (including debt) to EBITDA. Lower can mean cheaper, but context matters.

Dividend Summary

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Dividend Yield (Fwd)

4.05%

TTM: 4.14%

Dividend Yield
The Forward yield (Fwd) shows the next announced annual dividend / current price — what you'd earn going forward. The Trailing yield (TTM) in the tooltip shows dividends actually paid in the last 12 months. Forward is shown as primary because it reflects the company's current commitment to shareholders.
Forward Yield (estimated): 4.05%
Trailing Yield (TTM, last 12 months): 4.14%

Payout Ratio (Fwd)

77.4%

TTM: 74.5%

Payout Ratio
Dividends as a percentage of earnings. The Forward payout (Fwd) uses the announced dividend divided by actual past earnings (TTM) — it tells you if the company can afford what it promised. Very high payouts can be risky, especially if profits fall.
Announced dividend / actual earnings (TTM)
Payout (Fwd): 77.4%
Payout (TTM): 74.5%
Cash Flow Payout (TTM): 58.0%
FCF Coverage (TTM): 1.19x

Growth Streak

8 yrs

Consec. increases

Div. Growth (5Y)

6.9%

Dividend History

EODHD Dividends API
Status Type Decl. Date Ex-Div Date Pay Date Currency Amount
Forecast* Quarterly 05 Jun 2027 USD 1.48
Forecast* Quarterly 06 Mar 2027 USD 1.423
Forecast* Quarterly 05 Dec 2026 USD 1.423
Declared Quarterly 17 Jul 2026 04 Sep 2026 30 Sep 2026 USD 1.48
Paid Quarterly 06 May 2026 05 Jun 2026 30 Jun 2026 USD 1.48
Paid Quarterly 04 Feb 2026 06 Mar 2026 31 Mar 2026 USD 1.423
Paid Quarterly 19 Nov 2025 05 Dec 2025 06 Jan 2026 USD 1.423
Paid Quarterly 24 Jul 2025 05 Sep 2025 30 Sep 2025 USD 1.423

* Extrapolated from past dividend history. Not an official announcement — treat as an estimate, not a confirmed date or amount.

Summary

PepsiCo is an elite defensive staple currently trading at a historical discount due to transient consumer volume pressures and inflation fatigue. The 4.14% dividend yield is exceptionally attractive and well-covered by free cash flow. Worth considering for new positions as a core, long-term DGI holding.

Sector Context

PepsiCo is a global consumer staples giant operating a dominant duopoly in the non-alcoholic beverages and snacks markets. For DGI investors, the sector offers highly resilient, recession-resistant cash flows, though regulatory scrutiny on packaging waste and ingredients requires ongoing adaptation and capital expenditure.

Temporary Opportunity Identified

Short-term volume softness in core North American divisions driven by inflation fatigue and consumer pushback against prolonged price hikes, leading to recent valuation compression.

📊 Strategy Analysis

⚠ What to Watch

📊 Historical Trends (10 Years)

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These charts show how key metrics have evolved over the past decade, helping you identify if the company is improving or deteriorating.

Debt Evolution (Net Debt / EBITDA)

Lower values are better. A declining trend indicates the company is reducing its debt (deleveraging).

Revenue & Earnings Growth

Consistent growth in revenueRevenue
The money a company brings in from selling its products or services. It’s the top line before costs.
(blue) and earningsEarnings (Profit)
What’s left after expenses. Positive earnings mean the business made a profit; negative means a loss.
(green) indicates a healthy business. Look for upward trends and recoveries after temporary dips.

Dividend Sustainability (FCF vs Dividends Paid)

Free cash flowFree Cash Flow
Cash left after the company pays for running the business and maintaining it. Often used to fund dividends, pay debt, or buy back shares.
(FCFFCF (Free Cash Flow)
Short for Free Cash Flow: cash left after operating needs and maintenance spending.
, blue) should cover dividends paidDividends Paid
Cash the company paid out to shareholders. It’s not guaranteed and can change over time.
(green). If dividends consistently exceed FCFFCF (Free Cash Flow)
Short for Free Cash Flow: cash left after operating needs and maintenance spending.
, the dividend may be at risk.

Analysis date: 2026-08-15

Disclaimer: This information is for educational purposes only. Not financial advice.

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