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Keurig Dr Pepper KDP

equity

Price History

$14.05$50.03$86.02$122
2008-05 · DCA start$25.18

Time underwater

How far below its previous all-time high the price sat, each month. 0% means a new high.

-81.3%-54.2%-27.1%0.0%
2008-052026-08 · -75.8%

Worst drawdown: −81%, peaking Jun 2018 and bottoming Aug 2018 — still unrecovered after 98 months.

DCA Backtest

Invested
$22,000
Value today
$17,608
Return
-20.0%
Months invested
220

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $28,983 today, so the real (inflation-adjusted) return is -39.2%.

Lump sum instead — $22,000 all at once in May 2008: $25,827 (+17.4%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Jun 2018): $9,350 on $9,900 invested (-5.6%).

⚠ Price returns only — dividends are not included. This understates the true return of dividend-paying shares, and any comparison against crypto (which pays no dividends) is biased against equities by roughly the dividend yield, compounded.

If this saved you a spreadsheet — buy me a coffee.

Every start month at once

Each cell is the return-to-date of £/$/€100-a-month DCA started that month. Click a cell to load it in the backtest above. The ringed cell is the all-time-high start — the worst timing scenario.

JFMAMJJASOND
2008
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2026
Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 2008-05: -20.0%

About Keurig Dr Pepper

Keurig Dr Pepper, Inc. is a publicly traded American beverage company headquartered in Burlington, Massachusetts, and Frisco, Texas. It was formed on July 9, 2018, through the merger of Keurig Green Mountain and Dr Pepper Snapple Group. The company produces and distributes a range of hot and cold beverages, including brands such as Keurig, Dr Pepper, Snapple, Canada Dry, and others. (Wikipedia)

It's a listed company categorised under consumer staples and soft drinks & non-alcoholic beverages, with a market cap of about $40.2B.

It rates Medium-High Risk at 2.7/5, meaning real but ordinary risk — the kind most mainstream assets carry, with some factors scoring poorly.

What pushes the score up: earnings quality (5.0/5) and leverage / financial (3.0/5).

Scoring well: liquidity at 1.0/5.

Not yet researched: concentration, governance. These are excluded from the score rather than guessed, so the real risk may be higher than what’s shown.

Ratings summarise sourced facts against fixed rules — not investment advice, and no substitute for your own diligence.

Risk Profile

Medium-High Risk(2.7/5)80% rated

How these ratings work

Market / Volatility2.3/5 · weight 20%
  • Annualised volatility (3yr)2/522.1
  • Max drawdown from ATH4/581.3
  • Beta vs S&P 5001/50.50
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/5420.0m
  • Float % of shares outstandingnot yet researched
Leverage / Financial3.0/5 · weight 20%
  • Debt / equity3/50.99
  • Interest coverage (EBIT / interest)not yet researched
Earnings Quality5.0/5 · weight 15%
  • 3yr EPS volatility5/555.1
Concentrationunrated · weight 10%
  • Largest customer, % of revenuenot yet researched
  • Geographic revenue concentrationnot yet researched
Governanceunrated · weight 10%
  • Board independence %not yet researched
  • Share structurenot yet researched
  • Litigation / audit historynot yet researched
Sector / Regulatory2.0/5 · weight 10%
  • Sector regulatory exposure2/5moderate

Linked Assets

Same sector, or return-correlated — worth knowing what else might move if this one does.