COMP <GO>
COST vs PEP // FORWARD P/E MULTIPLE
Costco Wholesale Corporation (NASDAQ) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: COST 6
— PEP 8
▲ FORWARD P/E MULTIPLE LEADER: PEP
LAST: $996.08 (+1.36%) • MKT CAP: $441.39B
forward-pe
39.7x
LAST: $133.79 (+0.88%) • MKT CAP: $182.32B
forward-pe
20.6x
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (COST VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | COST | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.82% | 54.10% | -41.28 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 42.43% | 17.00% | +25.43 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.4x | 14.3x | +17.06 | PEP | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | 4.31% | -2.22 | PEP | /fcf-yield <GO> |
| Operating Margin | 3.85% | 12.20% | -8.35 | PEP | /operating-margins <GO> |
| Net Profit Margin | 3.04% | 8.80% | -5.76 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | 10.14% | 2.30% | +7.84 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.58% | 4.19% | -3.61 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.38 | 3.38 | +6.00 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | COST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.46% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.7 | 52.4 | +5.30 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 0.73 | 0.89 | -0.16 | PEP | /macro-sensitivity <GO> |
| Forward P/E Multiple ACTIVE | 39.7x | 20.6x | +19.12 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $441.39B | $182.32B | $259.07B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | COST REV | PEP REV | COST GROSS % | PEP GROSS % | COST FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2026 | $303.15B | — | 12.8% | — | $9.38B | — |
| FY 2025 | $275.24B | $93.92B | 12.8% | 54.1% | $7.84B | $7.86B |
| FY 2024 | $254.45B | $91.85B | 12.6% | 54.6% | $6.63B | $8.37B |
| FY 2023 | $242.29B | $91.47B | 12.3% | — | $6.75B | $9.33B |
| FY 2022 | $226.95B | — | 12.2% | — | $3.50B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
COST // BETA 0.73
PEP // BETA 0.89