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PepsiCo PEP

equity

Price History

$2.4$65.23$128.06$190.89
1985-01 · DCA start$2.4

Time underwater

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

-37.6%-25.1%-12.5%0.0%
1985-012026-08 · -27.3%

Worst drawdown: −38%, peaking Nov 2007 and bottoming Feb 2009 — 64 months below the prior high before recovering.

DCA Backtest

Invested
$50,000
Value today
$299,454
Return
+498.9%
Months invested
500

Scenarios

Inflation — the same contributions merely keeping pace with CPI would be $90,910 today, so the real (inflation-adjusted) return is +229.4%.

Lump sum instead — $50,000 all at once in Jan 1985: $2,886,243 (+5672.5%) — lump sum came out ahead.

Worst timing — same monthly amount started at the all-time high (Apr 2023): $3,609 on $4,100 invested (-12.0%).

⚠ 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
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Legend:−50%−20%0%+50%+200%+1000%worst timing (ATH)Selected 1985-01: +498.9%

About PepsiCo

PepsiCo, Inc. is an American multinational food and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's business encompasses all aspects of the food and beverage market. It oversees the manufacturing, distribution, and marketing of its products. PepsiCo was formed in 1965 with the merger of the Pepsi-Cola Company and Frito-Lay, Inc., PepsiCo has since expanded from its namesake product Pepsi to a diversified range of food and beverage brands. (Wikipedia)

It's a listed company categorised under consumer staples and soft drinks & non-alcoholic beverages, with a market cap of about $189.3B.

It rates Medium-Low Risk at 1.9/5, meaning the rated factors are mostly sound, with one or two areas worth watching.

What pushes the score up: leverage / financial (2.5/5).

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-Low Risk(1.9/5)80% rated

How these ratings work

Market / Volatility2.0/5 · weight 20%
  • Annualised volatility (3yr)2/516.6
  • Max drawdown from ATH2/537.6
  • Beta vs S&P 5002/50.60
Liquidity1.0/5 · weight 15%
  • Avg daily $ volume1/51.2bn
  • Float % of shares outstandingnot yet researched
Leverage / Financial2.5/5 · weight 20%
  • Debt / equity4/52.0
  • Interest coverage (EBIT / interest)1/510.3
Earnings Quality2.0/5 · weight 15%
  • 3yr EPS volatility2/513.9
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.