COMP <GO>
COKE vs PEP // RETURN ON INVESTED CAPITAL (ROIC)
Coca-Cola Consolidated Inc. (NASDAQ) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: COKE 8
— PEP 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: COKE
LAST: $210.30 (+0.45%) • MKT CAP: $13.94B
roic
45.10%
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
roic
17.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (COKE VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | COKE | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 39.70% | 54.10% | -14.40 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 45.10% | 17.00% | +28.10 | COKE | /roic <GO> |
| EV/EBITDA & P/E Valuation | 13.4x | 14.3x | -0.90 | COKE | /valuation <GO> |
| Free Cash Flow Yield | 4.45% | 4.31% | +0.14 | COKE | /fcf-yield <GO> |
| Operating Margin | 13.20% | 12.20% | +1.00 | COKE | /operating-margins <GO> |
| Net Profit Margin | 7.90% | 8.80% | -0.90 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | 4.80% | 2.30% | +2.50 | COKE | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.62% | 4.19% | -3.57 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.88 | 3.38 | +0.50 | COKE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 5/9 | +3.00 | COKE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.10% | 6.50% | +0.60 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 58.5 | 61.1 | -2.54 | PEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.06 | 0.89 | +0.17 | COKE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 22.7x | 20.6x | +2.10 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.94B | $182.32B | -$168.39B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | COKE REV | PEP REV | COKE GROSS % | PEP GROSS % | COKE FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $7.23B | $93.92B | 39.7% | 54.1% | $619.6M | $7.86B |
| FY 2024 | $6.90B | $91.85B | 39.9% | 54.6% | $505.3M | $8.37B |
| FY 2023 | $6.65B | $91.47B | 44.0% | 44.0% | $511.3M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
COKE // BETA 1.06
PEP // BETA 0.89