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Upturn AI Summary - About
PepsiCo Inc(PEP)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for PEP
09/25/2026: PEP (1-star) is currently NOT-A-BUY. Pass it for now.
PepsiCo is a global consumer staple company known for its diversified portfolio of iconic food and beverage brands, including Lay's and Gatorade. Its primary strength lies in its massive distribution network and integrated business model, which allows it to maintain a leading market position. The main investment story centers on its ability to drive growth through brand premiumization and expansion in emerging markets. However, investors should be aware of risks such as rising commodity costs, potential regulatory pressure on sugar-heavy products, and intense competition. PepsiCo is well-suited for income-focused and defensive-minded investors seeking long-term stability rather than high-growth volatility.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers steady but moderate growth rather than the high-paced expansion typically sought by growth investors. |
| Momentum investor | Weak fit | PepsiCo is generally a stable, low-beta stock that rarely exhibits the rapid price momentum required for this strategy. |
| Value investor | Mixed fit | While it is a stable business, it often trades at a premium valuation due to its quality and dividend status. |
| Dividend investor | Strong fit | With over 50 years of consecutive dividend increases, it is a hallmark choice for long-term income-focused investors. |
| Low-risk investor | Strong fit | The company's defensive business model and consistent performance make it suitable for risk-averse portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less volatile than the broader market due to its defensive consumer staple nature. |
| Valuation risk | Medium | As a popular defensive stock, it can occasionally trade at valuations that limit short-term upside potential. |
| Competition risk (Beverages and Snacks) | Medium / high | Constant pressure from KO and local snack competitors requires sustained high marketing spend. |
| Business quality | Strong | PepsiCo possesses high brand equity and a dominant, defensible market position in its core segments. |
| Dividend income | Strong | The company's long track record of dividend growth provides a reliable income stream. |
| Execution risk | Low | PepsiCo has a long-standing, proven management team with a strong history of operational discipline. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Smooth
The stock has moved along a generally orderly path with only modest fluctuations.
Analysis of Past Performance
Type Stock | Historic Profit -24.21% | Avg. Invested days 34 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 09/25/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 175.05B USD | Price to earnings Ratio 17.06 | 1Y Target Price 153.86 |
Price to earnings Ratio 17.06 | 1Y Target Price 153.86 | ||
Volume (30-day avg) 8.2M shares | Beta 0.36 | 52 Weeks Range 126.90 - 166.41 | Updated Date 09/25/2026 |
52 Weeks Range 126.90 - 166.41 | Updated Date 09/25/2026 | ||
Dividends yield (FY) 4.42% | Basic EPS (TTM) 7.51 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Snacks (Frito-Lay) | Potato chips, corn chips, and other savory snacks sold globally. | This is the company's high-margin engine that provides consistent demand. |
| Beverages | Carbonated drinks, sports drinks, and bottled water products. | Highly visible brands that benefit from extensive retail distribution. |
| Geography | North American markets and various international emerging markets. | North America provides the bulk of profits, while international segments offer long-term growth potential. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 17.06 | Forward PE 14.86 | Enterprise Value 225.86B | Price to Sales(TTM) 1.81 |
Enterprise Value 225.86B | Price to Sales(TTM) 1.81 | ||
Enterprise Value to Revenue 2.33 | Enterprise Value to EBITDA 12.12 | Shares Outstanding 1.37B | Shares Floating 1.36B |
Shares Outstanding 1.37B | Shares Floating 1.36B | ||
Percent Insiders 0.18 | Percent Institutions 81.52 |
Upturn AI Summary
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About PepsiCo Inc
Exchange NASDAQ | Headquarters Purchase, NY, United States | ||
IPO Launch date 1978-01-13 | Chairman & CEO Mr. Ramon Luis Laguarta | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 306000 | Website https://www.pepsico.com |
Full time employees 306000 | Website https://www.pepsico.com | ||
PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through six segments: PepsiCo Foods North America; PepsiCo Beverages North America; International Beverages Franchise; Europe, Middle East and Africa; Latin America Foods; and Asia Pacific Foods. It offers cereals, chips, dips, granola bars, oatmeal, pasta, rice, and syrups and mixes; refrigerated dips and spreads; beverage concentrates, fountain syrups, and finished goods; and ready-to-drink tea and coffee products. The company also provides SodaStream sparkling water makers and related products, as well as various dairy products under the Agusha, Chudo, and Domik v Derevne brands. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, and others through a network of direct-store-delivery, customer warehouse, and distributor networks, as well as directly to consumers through e-commerce platforms and retailers. PepsiCo, Inc. was founded in 1898 and is based in Purchase, New York.
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