COMP <GO>
LW vs PEP // RETURN ON INVESTED CAPITAL (ROIC)
Lamb Weston Holdings Inc. Common Stock (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: LW 6
— PEP 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PEP
LAST: $54.08 (+1.48%) • MKT CAP: $7.34B
roic
14.80%
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
roic
17.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (LW VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | LW | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 20.60% | 54.10% | -33.50 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 14.80% | 17.00% | -2.20 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.4x | 14.3x | -4.90 | LW | /valuation <GO> |
| Free Cash Flow Yield | 7.36% | 4.31% | +3.05 | LW | /fcf-yield <GO> |
| Operating Margin | 8.90% | 12.20% | -3.30 | PEP | /operating-margins <GO> |
| Net Profit Margin | 4.40% | 8.80% | -4.40 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | 2.50% | 2.30% | +0.20 | LW | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 2.83% | 4.19% | -1.36 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 3.07 | 3.38 | -0.31 | PEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 5/9 | +1.00 | LW | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 6.90% | 6.50% | +0.40 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 62.2 | 61.1 | +1.07 | LW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.01 | 0.89 | +0.12 | LW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 23.5x | 20.6x | +2.90 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $7.34B | $182.32B | -$174.98B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | LW REV | PEP REV | LW GROSS % | PEP GROSS % | LW FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.61B | $93.92B | 20.6% | 54.1% | $540.2M | $7.86B |
| FY 2024 | $6.45B | $91.85B | 21.7% | 54.6% | $230.1M | $8.37B |
| FY 2023 | $6.47B | $91.47B | 44.0% | 44.0% | $507.2M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
LW // BETA 1.01
PEP // BETA 0.89