Risk Intelligence
Core Model
C
60 / 100
Fundamentally Qualified
How strong and defensively sound is the company?
Around the middle of the covered universe.
Suggestions
PEP · Nasdaq
PEPSICO INC
Private betaConsumer Staples · Beverages
$136.32
-0.24%
Close on Sep 11, 2026
Defensively Qualified
Updated 6/30/2026
Long-term research evidence only. No price targets, no trading signals, no recommendations.
Investment Report Card
PEPSICO INC
Consumer Staples · Beverages · Data confidence partial
40 / 100
Rank #480 of 1,152 qualified companies
Top 70% · Not Currently Suggested
Long-Term Potential
Research Model
D+
51 / 100
Weak Compounder
Does the business have the characteristics needed to create value over many years?
Weaker than most covered companies on this measure.
Fundamental Momentum
Research Model
C+
68 / 100
Middle
Is the underlying business getting stronger or weaker?
Around the middle of the covered universe.
Ownership Intelligence
Supplemental Intelligence
D
47 / 100
Positive disclosed activity
What are important owners actually doing?
Weaker than most covered companies on this measure.
Valuation Intelligence
Research Model
B
79 / 100
Very Attractive
Is today's price reasonable?
Above average on this measure — and valuation is researched separately from the Suggested Investment Score.
Capital Returns Intelligence
Research Model
C−
56 / 100
Moderate Capital Returns
How effectively does the company reward shareholders?
Around the middle of the covered universe — and capital returns are researched separately from the Suggested Investment Score.
Why it stands out
- Business Quality meets the frozen IA Defensive qualification.
- More disclosed holders are new or increasing than reducing or exiting.
- Attractive valuation: the stock reads 79 out of 100 on Valuation Intelligence (Very Attractive) relative to its own history and comparable companies.
What holds it back
No weakening evidence is recorded in today's readings.
Long-term view
PEPSICO INC scores 51 on Long-Term Potential (D+), described by the research model as weak compounder. This describes business characteristics only — it is not a forecast of future returns.
Ownership view
Disclosed ownership evidence reads 47 (D): Positive disclosed activity. 17 tracked managers disclosed a position in the latest reporting period. Ownership filings are historical disclosures, not signals.
Valuation view
PEPSICO INC reads 79 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
Capital returns view
PEPSICO INC reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 7.4% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What changed
No meaningful recorded changes in the stored history.
Risk Intelligence is a core model, Long-Term Potential, Fundamental Momentum, Valuation Intelligence and Capital Returns Intelligence are research models, and Ownership Intelligence is supplemental descriptive evidence. Valuation Intelligence and Capital Returns Intelligence each contribute 0% to the Suggested Investment Score. Nothing here is a recommendation.
Compare PEP with other companiesAppears in
Rule-based membership
Membership means the company satisfied a published rule on the latest research build. It is not a recommendation.
About a minute to read
The 60-Second Investment Brief
Written from stored research readings only. No hype. No trading signals. Just better evidence.
Why it's interesting
PEPSICO INC (PEP) scores 40 out of 100 and ranks #480 of 1,152 qualified companies today. That places it in the top 70% of ranked companies. The stored tier for that score is not currently suggested.
Business strength
Risk Intelligence reads 60 out of 100 (C), recorded as fundamentally qualified. Around the middle of the covered universe.
Long-term opportunity
Long-Term Potential reads 51 out of 100 (D+), recorded as weak compounder. Weaker than most covered companies on this measure.
What's improving or weakening
Fundamental Momentum reads 68 out of 100 (C+), recorded as middle. Around the middle of the covered universe.
What important owners are doing
Ownership Intelligence reads 47 out of 100 (D), recorded as positive disclosed activity. Weaker than most covered companies on this measure.
What kind of price you'd be paying
Valuation currently appears favourable: Valuation Intelligence reads 79 out of 100 (B), recorded as Very Attractive. PEPSICO INC reads 79 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value. Valuation Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
How the company rewards shareholders
Capital Returns Intelligence reads 56 out of 100 (C−), recorded as Moderate Capital Returns. PEPSICO INC reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 7.4% a year. Capital Returns Intelligence is a research model and contributes nothing to the Suggested Investment Score or the daily ranking.
What could go wrong
No weakening factors are recorded in today's stored readings, and data confidence is partial. Absence of a recorded weakness is not evidence of safety.
Bottom line
No individual layer reaches the strongest band today. Long-Term Potential and Ownership Intelligence remain the main area to watch. Separately from the score, valuation reads very attractive at today's price.
Composite discovery model
Pro Investor Score
Pro Investor Score™
40 / 100
Not Currently Suggested
A 0–100 composite discovery score combining Risk Intelligence, Long-Term Potential, Fundamental Momentum, and Ownership Intelligence. It helps rank qualified companies for further research and does not predict future returns.
- Rank
- #480 of 694
- Percentile
- Top 70%
- Ranking updated
- September 12, 2026
264Rank weakened by 264 positions. Rank weakened by 264 positions.
- Risk Intelligence
- 60
- Long-Term Potential
- 51
- Fundamental Momentum
- 68
- Ownership Intelligence
- 47
30% contribution
30% contribution
20% contribution
20% contribution
Ownership Intelligence
47 / 100 · Mixed · 20% of the Pro Investor Score
SUPPLEMENTAL / DESCRIPTIVE INTELLIGENCE
Coverage: Good
- Elite Investor Activity
- 32 · Weak
- Institutional Activity
- 84 · Strong
- Insider Activity
- Insufficient Data
- Strategic Ownership
- Insufficient Data
50% of Ownership Intelligence · 10% of the total score
Tracked professional-manager activity is weak.
20% of Ownership Intelligence · 4% of the total score
Broad institutional evidence from resolved filings is strong.
15% of Ownership Intelligence · 3% of the total score
No discretionary insider transactions are stored for this company, so this evidence is unavailable rather than neutral.
15% of Ownership Intelligence · 3% of the total score
No qualifying major-holder filings are stored, so this evidence is unavailable rather than neutral.
Ownership Intelligence summarizes publicly disclosed activity among professional investment managers, broader institutions, company insiders, and significant strategic owners. It adds context to investment research but is not a validated predictor of future performance. Ownership information is publicly reported with a delay; the latest applicable reporting period is 2026-06-30, publicly disclosed 9/11/2026. Congressional activity is unavailable pending legal review and contributes nothing to this reading.
Why it ranks here
Improving fundamentals
Recent reported business trends rank among the strongest in the qualified universe.
What holds it back
Risk Intelligence is less favourable
Defensive characteristics rank below the middle of the qualified universe.
Long-term potential is mid-pack
Long-Term Potential ranks below the qualified median. This remains a research model.
Ownership evidence is not uniformly supportive
Disclosed elite investor activity evidence is weak or neutral. Ownership evidence is supplemental and never automatically positive.
Ownership evidence disagrees
Different owner groups point in different directions, so the combined reading is best read as mixed rather than uniformly favourable.
COMPOSITE DISCOVERY MODEL — RESEARCH STAGE · Data coverage Excellent. Rankings are recalculated daily using the latest available information. Individual components may update at different frequencies based on when new financial and ownership data becomes available.
Researched separately
Valuation Intelligence 79 · Very Attractive
RESEARCH MODEL
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
Researched separately
Capital Returns Intelligence 56 · Moderate Capital Returns
RESEARCH MODEL
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
Score explanation
Why this company scores the way it does
Four research areas carry fixed weights. Each area is compared against every other eligible company, then weighted. The four contributions below add to 40.4 of the stored score (40.4).
Risk Intelligence
30% of the score · contributes 9.9 points
How strong and defensively sound is the company?
Stands at the 33 percentile of eligible companies · stored reading 60 · 24% of this company’s total score
How financially sturdy the company has been when conditions turned against it.
How this area is measured
Risk Intelligence reads stored balance-sheet strength, historical downside behaviour and the company's price-risk grouping. A stronger reading describes past resilience; it does not protect against future losses.
Full methodologyLong-Term Potential
30% of the score · contributes 12.5 points
Does the business have the characteristics needed to create value over many years?
Stands at the 42 percentile of eligible companies · stored reading 51 · 31% of this company’s total score
Whether the business has the durable characteristics long-term owners look for.
How this area is measured
Long-Term Potential reads durability characteristics such as profitability consistency, cash generation and reinvestment capability over multiple reported periods.
Full methodologyFundamental Momentum
20% of the score · contributes 16.4 points
Is the underlying business getting stronger or weaker?
Stands at the 82 percentile of eligible companies · stored reading 68 · 41% of this company’s total score
Whether the reported business results have been getting stronger or weaker.
How this area is measured
Fundamental Momentum compares recent reported fundamentals with the company's own earlier periods, so improvement or deterioration is measured against its history rather than against a forecast.
Full methodologyOwnership Intelligence
20% of the score · contributes 1.6 points
What are important owners actually doing?
Stands at the 8 percentile of eligible companies · stored reading 47 · 4% of this company’s total score
What large reporting owners have actually been doing with their positions.
How this area is measured
Ownership Intelligence reads public ownership filings: how many tracked reporting owners hold the company, and whether they were adding, holding, reducing or exiting in the latest disclosed period.
Full methodology
What is helping the score
- Fundamental Momentum — 82 percentile, adding 16.4 points.
What deserves attention
- Ownership Intelligence — 8 percentile, adding only 1.6 of a possible 20 points.
- Risk Intelligence — 33 percentile, adding only 9.9 of a possible 30 points.
- Long-Term Potential — 42 percentile, adding only 12.5 of a possible 30 points.
Outside the score
Additional research — not currently included in the primary Suggested Investment Score.
- Valuation Intelligence — PEPSICO INC reads 79 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
- Capital Returns Intelligence — PEPSICO INC reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 7.4% a year.
Pro Investor Intelligence™
Reported by insiders, large shareholders and professional funds. Shown beside our research, never blended into it.
Loading professional-investor activity…
Stored snapshots only
What changed
Research-score history available since September 2026.
Stored research history does not yet cover a full 30 days comparison for this company.
A change is reported as meaningful at 8 score points, 5 rank places, or any change of research classification. Nothing here is a recommendation to buy or sell.
Learn the metrics on this page
Plain-English definitions, with the formula and the limitations of each measure.
Fifth research lens · outside the score
Valuation Intelligence
Valuation Intelligence
Is today's price reasonable?
Valuation Intelligence is currently researched separately and does not affect the Suggested Investment Score or daily ranking.
79/ 100
Very Attractive
RESEARCH MODEL
Good coverage
Compared with its history
95
Very Attractive
Is this company expensive or inexpensive compared with its own history?
Compared with peers
60
Reasonable
How expensive is this stock compared with similar companies?
Earnings & cash flow
63
Attractive
How much financial output does an investor receive relative to the price paid?
Growth-adjusted
99
Very Attractive
Does the company's growth help justify the valuation investors are paying?
PEPSICO INC reads 79 out of 100 on Valuation Intelligence, recorded as Very Attractive. The stock currently trades below most of its own recent valuation history and below comparable companies. This describes the price being paid relative to the company's financials — it is not a forecast and not a fair value.
Price data through September 11, 2026 · Financial data through the quarter ended June 13, 2026
Valuation history
Stored readings only. The dashed line is this company's own median for the selected measure.
Only one stored valuation reading exists so far, so there is nothing to chart yet. Valuation history builds forward from activation rather than being reconstructed.
Current P/E 17.8x · own median 25.7x · peer median 23.0x
Valuation is inherently uncertain. A stock that appears inexpensive can continue falling, and a stock that appears expensive can continue rising. Valuation Intelligence provides context about the price investors are paying — it does not predict short-term market movements, and it never produces a fair value, a price target or a buy or sell range. Model VALUATION_INTELLIGENCE_V1.
Sixth research lens · outside the score
Capital Returns Intelligence
Capital Returns Intelligence
How effectively does the company reward shareholders?
Capital Returns Intelligence is researched separately and contributes 0% to the Suggested Investment Score, the daily rank or any ranking event.
56/ 100
Moderate Capital Returns
RESEARCH MODEL
Excellent coverage
Dividend Quality
77
Strong Capital Returns
Dividend reliability
Buyback Effectiveness
42
Moderate Capital Returns
Do buybacks actually reduce shares?
The company spends on share repurchases, but much of that activity offsets share issuance rather than materially reducing the share count.
Dilution Control
46
Moderate Capital Returns
Is your ownership share protected?
Capital Return Sustainability
48
Moderate Capital Returns
Can the cash flow support it?
Shareholder Yield
74
Strong Capital Returns
Cash returned versus company value
PEPSICO INC reads 56 out of 100 on Capital Returns Intelligence (Moderate Capital Returns), reflecting a dividend that has grown about 7.4% a year.
This company spent cash repurchasing stock, but the share count did not fall meaningfully because it also issued shares. Repurchase spending alone did not increase existing shareholders' ownership.
How returned cash was used
Dividends $7.81B · net repurchases $847.00M · total returned $8.66B · 89% of free cash flow
Price data through September 11, 2026 · Financial data through the quarter ended June 13, 2026
Capital returns history
Stored readings only. History builds forward from activation rather than being reconstructed.
Only one stored reading exists for this measure so far, so there is nothing to chart yet.
Why higher yield isn't always better
A very high dividend yield may reflect a falling share price or an unsustainable payout. Capital Returns Intelligence emphasizes consistency and sustainability rather than simply rewarding the highest yield.
Why buybacks can be misleading
Announced or gross buyback spending does not always mean shareholders are gaining ownership. Companies can simultaneously issue shares through employee compensation or acquisitions. Suggested Investments therefore considers actual share-count changes alongside repurchase spending.
What these terms mean
- Dividend Yield
- The annual dividend relative to the current share price.
- Payout Ratio
- The share of company earnings used to pay dividends.
- Free Cash Flow Payout
- How much of the company's available cash is being used for dividends.
- Share Repurchases
- When a company buys back its own stock.
- Dilution
- When the number of shares increases, reducing each existing share's percentage ownership of the company.
- Shareholder Yield
- A combined view of dividends and net share repurchases relative to the company's market value.
Capital Returns Intelligence describes how a company returns capital to shareholders. It is not a measure of stock-price performance, it does not predict future returns, and a strong reading is never a recommendation to buy. Dividends and repurchases can be reduced or stopped at any time. Model CAPITAL_RETURNS_INTELLIGENCE_V1, contributing 0% to the Pro Investor Score.
Stored daily snapshots only
Ranking history
| Today | #480 | Score 40 |
|---|---|---|
| 30 days ago | Not ranked | No stored score |
| 90 days ago | Not ranked | No stored score |
| First suggested | Not yet suggested | |
| Highest rank | #480 | |
In the company’s own words
What this company does
When used in this report, the terms "we," "us," "our," "PepsiCo" and the "Company" mean PepsiCo, Inc. and its consolidated subsidiaries, collectively. Certain terms used in this Annual Report on Form 10-K are defined in the Glossary included in Item 7. of this report.
We were incorporated in Delaware in 1919 and reincorporated in North Carolina in 1986. We are a leading global beverage and convenient food company with a complementary portfolio of brands, including Lay’s, Doritos, Cheetos, Gatorade, Pepsi-Cola, Mountain Dew, Quaker and SodaStream. Through our operations, authorized bottlers, contract manufacturers and other third parties, we make, market, distribute and sell a wide variety of beverages and convenient foods, serving customers and consumers in more than 200 countries and territories.
1) PepsiCo Foods North America (PFNA), which includes all of our convenient food businesses in the United States and Canada;
2) PepsiCo Beverages North America (PBNA), which includes all of our beverage businesses in the United States and Canada;
Quoted from the business section of this company’s 10-K filed February 3, 2026. Read the filing
Four distinct intelligence areas
The IA view
Risk Intelligence
Production core
60
Fundamentally Qualified
+8.1 vs Jun 30, 2026
Business Quality qualification score from the locked IA Defensive Research Core. Price Risk stays a separate category and is never blended in.
As of Sep 11, 2026
Long-Term Potential
Research model
51
Ordinary Compounder
+14.1 vs Jun 30, 2026
Durable business economics and reinvestment characteristics. Independent external validation is pending.
As of Sep 11, 2026
Fundamental Momentum
Research model
68
Accelerating
+23.9 vs Jun 30, 2026
Direction and breadth of change in underlying business fundamentals. Not a price-momentum signal.
As of Sep 11, 2026
Elite Investor Activity
Supplemental
32
Bottom range
0 vs Jun 30, 2026
17 tracked managers disclosed a position for this period.
As of Sep 11, 2026
Company intelligence
PEP score history
Each area is measured and reported separately. No combined score exists.
PEP intelligence history from 2023-09-30 to 2026-09-11. Risk Intelligence 60.3 on 2026-09-11, up 8.1 from 52.2 on 2026-06-30. Long-Term Potential 51.2 on 2026-09-11, up 14.1 from 37.1 on 2026-06-30. Fundamental Momentum 68.3 on 2026-09-11, up 23.9 from 44.4 on 2026-06-30. Elite Investor Activity 32.4 on 2026-09-11, unchanged 0 from 32.4 on 2026-06-30. Each area is reported separately and is never combined into a single score.
Risk Intelligence 60.3 as of Sep 11, 2026 (+8.1 vs prior period) · Production core
Long-Term Potential 51.2 as of Sep 11, 2026 (+14.1 vs prior period) · Research model
Fundamental Momentum 68.3 as of Sep 11, 2026 (+23.9 vs prior period) · Research model
Elite Investor Activity 32.4 as of Sep 11, 2026 (0 vs prior period) · Supplemental
Share price
PEP price history
Closing prices adjusted for splits and dividends. Past prices do not indicate future results.
- 6M change
- -12.4%
- 1Y change
- -1.7%
- 3Y change
- -15.5%
- 5Y change
- +3.0%
- Max change
- +24.2%
Last stored close $136.32 · -1.7% over the selected range · 52 sessions shown
Balanced evidence
Why IA likes it
- Business Quality meets the frozen IA Defensive qualification.
- More disclosed holders are new or increasing than reducing or exiting.
Risk and uncertainty
What IA doesn’t like
- No specific negative evidence is available. This is not evidence of low risk.
What would change our view
- Business Quality falling below the frozen qualification threshold.
- Price Risk moving to a less favorable category.
- A sustained reversal in the Fundamental Momentum research evidence.
- New material public ownership disclosures.
Public filings · descriptive only
Elite Investor Activity
Reporting holders
72
New holders
49
Increasing
10
Reducing
10
Exiting
0
Coverage
Excellent
Positive disclosed activity · Report period 2023-09-30 · Public 12/27/2023
| Manager | Change | Portfolio weight | Rank | Disclosed |
|---|
Insufficient high-confidence manager coverage.
Objective stored changes
What changed
- Risk Intelligence
Price Risk category changed
Price Risk moved from Not Available to Lower risk.
- Fundamental Momentum
Fundamental Momentum improved
Fundamental Momentum research score moved from 44.4 to 72.3.
- Risk Intelligence
IA Defensive weakened
Business Quality qualification score moved from 58.1 to 52.2.
- Fundamental Momentum
Fundamental Momentum improved
Fundamental Momentum research score moved from 40.0 to 44.4.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 41 to 32 for the reporting period ending 2026-06-30.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 56 to 44 for the reporting period ending 2025-09-30.
- Elite Investor Activity
Elite Investor Consensus weakened
Disclosed agreement among tracked managers moved from 94 to 53 for the reporting period ending 2024-12-31.
- Elite Investor Activity
Tracked managers initiated positions
2 tracked managers first disclosed a position for the reporting period ending 2024-12-31.
- Elite Investor Activity
Tracked managers initiated positions
16 tracked managers first disclosed a position for the reporting period ending 2024-09-30.
Ownership timeline
No high-confidence public ownership events are available.
General research only. Not personalized advice. Public filings may be delayed, amended, incomplete, or reflect positions that have changed since the reporting date.