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Pepsico Inc. (PEP) Stock Fundamental Analysis & AI Rating 2026

PEP Nasdaq Beverages NC CIK: 0000077476
Updated This Month • Analysis: Mar 19, 2026 • SEC Data: 2025-12-27
📅 Next earnings: Apr 16, 2026 (today) • Pre-market ET • EPS est. $1.55 (vs $1.48 prior year) • All earnings →
Combined AI Rating
BUY
77% Confidence
AGREEMENT
BUY
78% Conf
HOLD
76% Conf

📊 PEP Key Takeaways

Revenue: $93.9B
Net Margin: 8.8%
Free Cash Flow: $7.7B
Current Ratio: 0.85x
Debt/Equity: 2.27x
EPS: $6.00
AI Rating: BUY with 78% confidence
Pepsico Inc. (PEP) receives a BUY rating with 77% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $93.9B, net profit margin of 8.8%, and return on equity (ROE) of 40.4%, Pepsico Inc. demonstrates strong fundamentals in the Consumer sector. Below is our complete PEP stock analysis for 2026.

Is Pepsico Inc. (PEP) a Good Investment?

Claude

PepsiCo demonstrates solid fundamental strength with robust profitability metrics (54.1% gross margin, 12.2% operating margin) and strong cash generation ($7.7B free cash flow). However, the company faces headwinds from flat net income growth despite revenue gains and elevated leverage (2.27x debt/equity), which constrains financial flexibility despite adequate interest coverage.

ChatGPT

PepsiCo shows resilient fundamentals with strong gross profitability, solid free cash flow generation, and earnings that remain substantial despite a slower growth phase. However, revenue growth is modest, net income is flat, diluted EPS declined sharply year over year, and leverage is elevated enough to temper an otherwise durable operating profile.

Why Buy Pepsico Inc. Stock? PEP Key Strengths

Claude
  • + Exceptional gross margins of 54.1% indicating strong pricing power and cost management in beverages sector
  • + Consistent free cash flow generation of $7.7B providing substantial capital for dividends and debt service
  • + High return on equity of 40.4% demonstrating efficient capital deployment
  • + Solid operating margin of 12.2% with strong interest coverage of 10.3x indicating manageable debt burden
  • + Modest revenue growth of 2.3% YoY provides stable cash flow foundation
ChatGPT
  • + High gross margin of 54.1% supports strong underlying pricing power and brand strength
  • + Free cash flow of $7.67B and operating cash flow of $12.09B provide meaningful internal funding capacity
  • + Operating profitability remains solid with a 12.2% operating margin and interest coverage of 10.3x

PEP Stock Risks: Pepsico Inc. Investment Risks

Claude
  • ! Flat net income growth (0.0% YoY) with declining diluted EPS (-13.7% YoY) suggests margin compression or share dilution concerns
  • ! Elevated debt-to-equity ratio of 2.27x with $46.4B long-term debt limits financial flexibility and increases refinancing risk
  • ! Weak liquidity position with current ratio of 0.85x and quick ratio of 0.67x below healthy thresholds
  • ! Slow revenue growth of 2.3% in competitive beverage market indicates limited organic expansion
  • ! High leverage relative to equity base ($20.4B) creates vulnerability to economic downturns or interest rate increases
ChatGPT
  • ! Growth quality is moderate, with revenue up only 2.3% and net income essentially flat year over year
  • ! Balance sheet leverage is elevated, with debt/equity at 2.27x and long-term debt of $46.35B
  • ! Liquidity is somewhat tight, with a 0.85x current ratio and 0.67x quick ratio

Key Metrics to Watch

Claude
  • * Net income growth trajectory and EPS recovery in coming quarters
  • * Debt-to-equity ratio and debt reduction progress to improve financial flexibility
  • * Free cash flow sustainability and capital allocation decisions between dividends and deleveraging
  • * Revenue growth acceleration and gross margin stability in competitive environment
  • * Current ratio improvement and working capital management
ChatGPT
  • * Organic revenue growth and operating margin trend
  • * Free cash flow generation relative to debt reduction and interest coverage

Pepsico Inc. (PEP) Financial Metrics & Key Ratios

Revenue
$93.9B
Net Income
$8.2B
EPS (Diluted)
$6.00
Free Cash Flow
$7.7B
Total Assets
$107.4B
Cash Position
$9.2B

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

PEP Profit Margin, ROE & Profitability Analysis

Gross Margin 54.1%
Operating Margin 12.2%
Net Margin 8.8%
ROE 40.4%
ROA 7.7%
FCF Margin 8.2%

PEP vs Consumer Sector: How Pepsico Inc. Compares

How Pepsico Inc. compares to Consumer sector averages

Net Margin
PEP 8.8%
vs
Sector Avg 8.0%
PEP Sector
ROE
PEP 40.4%
vs
Sector Avg 18.0%
PEP Sector
Current Ratio
PEP 0.9x
vs
Sector Avg 1.5x
PEP Sector
Debt/Equity
PEP 2.3x
vs
Sector Avg 0.8x
PEP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Pepsico Inc. Stock Overvalued? PEP Valuation Analysis 2026

Based on fundamental analysis, Pepsico Inc. has mixed fundamental signals relative to the Consumer sector in 2026.

Return on Equity
40.4%
Sector avg: 18%
Net Profit Margin
8.8%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
2.27x
Sector avg: 0.8x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Pepsico Inc. Balance Sheet: PEP Debt, Cash & Liquidity

Current Ratio
0.85x
Quick Ratio
0.67x
Debt/Equity
2.27x
Debt/Assets
80.9%
Interest Coverage
10.26x
Long-term Debt
$46.4B

PEP Revenue & Earnings Growth: 5-Year Financial Trend

PEP 5-year financial data: Year 2021: Revenue $79.5B, Net Income $7.3B, EPS $5.20. Year 2022: Revenue $86.4B, Net Income $7.1B, EPS $5.12. Year 2023: Revenue $91.5B, Net Income $7.6B, EPS $5.49. Year 2024: Revenue $91.9B, Net Income $8.9B, EPS $6.42. Year 2025: Revenue $93.9B, Net Income $9.1B, EPS $6.56.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Pepsico Inc.'s revenue has grown significantly by 18% over the 5-year period, indicating strong business expansion. The most recent EPS of $6.56 reflects profitable operations.

PEP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
8.2%
Free cash flow / Revenue

PEP Quarterly Earnings & Performance

Quarterly financial performance data for Pepsico Inc. including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q1 2026 $17.9B $1.8B $1.33
Q3 2025 $23.3B $2.6B $1.90
Q2 2025 $22.5B $1.3B $0.92
Q1 2025 $17.9B $1.8B $1.33
Q3 2024 $23.3B $2.9B $2.13
Q2 2024 $22.3B $2.7B $1.99
Q1 2024 $17.8B $1.9B $1.40
Q3 2023 $22.0B $2.7B $1.95

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

Pepsico Inc. Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$12.1B
Cash generated from operations
Stock Buybacks
$1.0B
Shares repurchased (TTM)
Capital Expenditures
$4.4B
Investment in assets
Dividends Paid
$7.6B
Returned to shareholders

PEP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Pepsico Inc. (CIK: 0000077476)

📋 Recent SEC Filings

Date Form Document Action
Apr 16, 2026 8-K pep-20260416.htm View →
Apr 16, 2026 10-Q pep-20260321.htm View →
Mar 27, 2026 DEF 14A pep015012_def14a.htm View →
Mar 6, 2026 4 xslF345X05/wk-form4_1772831304.xml View →
Mar 4, 2026 4 xslF345X05/wk-form4_1772658073.xml View →

Frequently Asked Questions about PEP

What is the AI rating for PEP?

Pepsico Inc. (PEP) has a Combined AI Rating of BUY from Claude (BUY) and ChatGPT (HOLD) with 77% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PEP's key strengths?

Claude: Exceptional gross margins of 54.1% indicating strong pricing power and cost management in beverages sector. Consistent free cash flow generation of $7.7B providing substantial capital for dividends and debt service. ChatGPT: High gross margin of 54.1% supports strong underlying pricing power and brand strength. Free cash flow of $7.67B and operating cash flow of $12.09B provide meaningful internal funding capacity.

What are the risks of investing in PEP?

Claude: Flat net income growth (0.0% YoY) with declining diluted EPS (-13.7% YoY) suggests margin compression or share dilution concerns. Elevated debt-to-equity ratio of 2.27x with $46.4B long-term debt limits financial flexibility and increases refinancing risk. ChatGPT: Growth quality is moderate, with revenue up only 2.3% and net income essentially flat year over year. Balance sheet leverage is elevated, with debt/equity at 2.27x and long-term debt of $46.35B.

What is PEP's revenue and growth?

Pepsico Inc. reported revenue of $93.9B.

Does PEP pay dividends?

Pepsico Inc. pays dividends, with $7,638.0M distributed to shareholders in the trailing twelve months.

Where can I find PEP SEC filings?

Official SEC filings for Pepsico Inc. (CIK: 0000077476) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is PEP's EPS?

Pepsico Inc. has a diluted EPS of $6.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is PEP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Pepsico Inc. has a BUY rating with 77% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is PEP stock overvalued or undervalued?

Valuation metrics for PEP: ROE of 40.4% (sector avg: 18%), net margin of 8.8% (sector avg: 8%). Higher ROE suggests strong returns relative to peers.

Should I buy PEP stock in 2026?

Our dual AI analysis gives Pepsico Inc. a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is PEP's free cash flow?

Pepsico Inc.'s operating cash flow is $12.1B, with capital expenditures of $4.4B. FCF margin is 8.2%.

How does PEP compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 8.8% (avg: 8%), ROE 40.4% (avg: 18%), current ratio 0.85 (avg: 1.5).

Is Pepsico Inc. carrying too much debt?

PEP has a debt-to-equity ratio of 2.27x, which is above the Consumer sector average of 0.8x. Combined with a current ratio below 1, this warrants careful monitoring of the balance sheet.

Why is PEP's return on equity (ROE) so high?

Pepsico Inc. has a return on equity of 40.4%, significantly above the Consumer sector average of 18%. A high ROE indicates the company is efficient at generating profits from shareholder equity. This is supported by a 8.8% net margin.

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Mar 19, 2026 | Data as of: 2025-12-27 | Powered by Claude AI