COMP <GO>
KO vs PEP // 10Y YIELD & FRED MACRO BETA
Coca-Cola Company (The) (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: KO 9
— PEP 6
▲ 10Y YIELD & FRED MACRO BETA LEADER: KO
LAST: $94.08 (+1.36%) • MKT CAP: $399.30B
macro-sensitivity
0.92
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
macro-sensitivity
0.89
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (KO VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | KO | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 61.60% | 54.10% | +7.50 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 25.30% | 17.00% | +8.30 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 26.4x | 14.3x | +12.10 | PEP | /valuation <GO> |
| Free Cash Flow Yield | 1.33% | 4.31% | -2.98 | PEP | /fcf-yield <GO> |
| Operating Margin | 28.70% | 12.20% | +16.50 | KO | /operating-margins <GO> |
| Net Profit Margin | 27.30% | 8.80% | +18.50 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 1.90% | 2.30% | -0.40 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.20% | 4.19% | -1.99 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 6.84 | 3.38 | +3.46 | KO | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | KO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.60% | 6.50% | +0.10 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.5 | 61.1 | +1.39 | KO | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.92 | 0.89 | +0.03 | KO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 28.4x | 20.6x | +7.80 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $399.30B | $182.32B | $216.98B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | KO REV | PEP REV | KO GROSS % | PEP GROSS % | KO FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $47.94B | $93.92B | 61.6% | 54.1% | $5.30B | $7.86B |
| FY 2024 | $47.06B | $91.85B | 61.1% | 54.6% | $4.74B | $8.37B |
| FY 2023 | $45.75B | $91.47B | 44.0% | 44.0% | $9.54B | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
KO // BETA 0.92
PEP // BETA 0.89