COMP <GO>
SJM vs PEP // 10Y YIELD & FRED MACRO BETA
The J.M. Smucker Company (NYSE) VS. PepsiCo Inc. (NASDAQ) • 15-METRIC TALLY: SJM 2
— PEP 13
▲ 10Y YIELD & FRED MACRO BETA LEADER: SJM
LAST: $129.90 (+2.88%) • MKT CAP: $13.49B
macro-sensitivity
1.10
LAST: $137.34 (+2.65%) • MKT CAP: $182.32B
macro-sensitivity
0.89
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SJM VS. PEP)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SJM | PEP | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 54.10% | -20.60 | PEP | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 17.00% | -14.20 | PEP | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.2x | 14.3x | +14.90 | PEP | /valuation <GO> |
| Free Cash Flow Yield | 8.57% | 4.31% | +4.26 | SJM | /fcf-yield <GO> |
| Operating Margin | 4.00% | 12.20% | -8.20 | PEP | /operating-margins <GO> |
| Net Profit Margin | -1.50% | 8.80% | -10.30 | PEP | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 2.30% | -5.60 | PEP | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.45% | 4.19% | -0.74 | PEP | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.30 | 3.38 | -2.08 | PEP | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 5/9 | -1.00 | PEP | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.50% | +0.70 | PEP | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.0 | 61.1 | -1.09 | PEP | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 1.10 | 0.89 | +0.21 | SJM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 20.6x | +13.40 | PEP | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.49B | $182.32B | -$168.83B | PEP | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SJM REV | PEP REV | SJM GROSS % | PEP GROSS % | SJM FCF | PEP FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.05B | $93.92B | 33.5% | 54.1% | $1.16B | $7.86B |
| FY 2024 | $8.73B | $91.85B | 38.8% | 54.6% | $816.6M | $8.37B |
| FY 2023 | $0 | $91.47B | — | 44.0% | $1.23B | $9.33B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SJM // BETA 1.10
PEP // BETA 0.89