COMP <GO>
KDP vs PEP // ALTMAN Z-SCORE & DEBT/EQUITY
Keurig Dr Pepper Inc. (NASDAQ) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: KDP 7
— PEP 8
▲ ALTMAN Z-SCORE & DEBT/EQUITY LEADER: PEP
LAST: $35.84 (+1.53%) • MKT CAP: $48.04B
balance-sheet
1.55
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
balance-sheet
3.38
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KDP VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KDP | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 54.20% | 54.10% | +0.10 | KDP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 7.50% | 17.00% | -9.50 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 15.1x | 14.3x | +0.80 | PEP | /valuation <GO> |
| Free Cash Flow Yield | 3.13% | 4.31% | -1.18 | PEP | /fcf-yield <GO> |
| Operating Margin | 21.50% | 12.20% | +9.30 | KDP | /operating-margins <GO> |
| Net Profit Margin | 12.50% | 8.80% | +3.70 | KDP | /net-margins <GO> |
| Revenue Growth (YoY) | 8.20% | 2.30% | +5.90 | KDP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.60% | 4.19% | -1.59 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity ACTIVE | 1.55 | 3.38 | -1.83 | PEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | KDP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.50% | +0.90 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 71.1 | 61.1 | +10.04 | KDP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.15 | 0.89 | +0.26 | KDP | /macro-sensitivity <GO> |
| Forward P/E Multiple | 21.5x | 20.6x | +0.90 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $48.04B | $182.32B | -$134.28B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KDP REV | PEP REV | KDP GROSS % | PEP GROSS % | KDP FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $16.60B | $93.92B | 54.2% | 54.1% | $1.50B | $7.86B |
| FY 2024 | $15.35B | $91.85B | 55.6% | 54.6% | $1.66B | $8.37B |
| FY 2023 | $14.81B | $91.47B | 44.0% | 44.0% | $662.4M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KDP // BETA 1.15
PEP // BETA 0.89