COMP <GO>
MKC vs PEP // RETURN ON INVESTED CAPITAL (ROIC)
McCormick & Company Incorporated (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: MKC 7
— PEP 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: PEP
LAST: $47.29 (+1.05%) • MKT CAP: $12.59B
roic
9.70%
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
roic
17.00%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MKC VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MKC | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 37.90% | 54.10% | -16.20 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 9.70% | 17.00% | -7.30 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 11.7x | 14.3x | -2.60 | MKC | /valuation <GO> |
| Free Cash Flow Yield | 5.20% | 4.31% | +0.89 | MKC | /fcf-yield <GO> |
| Operating Margin | 15.70% | 12.20% | +3.50 | MKC | /operating-margins <GO> |
| Net Profit Margin | 11.50% | 8.80% | +2.70 | MKC | /net-margins <GO> |
| Revenue Growth (YoY) | 1.70% | 2.30% | -0.60 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.84% | 4.19% | -0.35 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 2.12 | 3.38 | -1.26 | PEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 5/9 | +2.00 | MKC | /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 | 50.0 | 61.1 | -11.06 | PEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.05 | 0.89 | +0.16 | MKC | /macro-sensitivity <GO> |
| Forward P/E Multiple | 14.9x | 20.6x | -5.70 | MKC | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $12.59B | $182.32B | -$169.73B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MKC REV | PEP REV | MKC GROSS % | PEP GROSS % | MKC FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $6.84B | $93.92B | 37.9% | 54.1% | $654.4M | $7.86B |
| FY 2024 | $6.72B | $91.85B | 38.5% | 54.6% | $619.3M | $8.37B |
| FY 2023 | $6.66B | $91.47B | 44.0% | 44.0% | $937.5M | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MKC // BETA 1.05
PEP // BETA 0.89