PEP vs BHP
Comparison between PepsiCo Inc (PEP, Company) and BHP Group Ltd (BHP, Company).
PEP is from the Consumer Defensive sector, while BHP is from the Basic Materials sector.
5-Year PerformanceBHP has outperformed PEP, delivering a return of +13.6% compared to +4.4%
PEP vs BHP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
PEP vs BHP - Historical Returns
Returns include dividend reinvestment.
PEP vs BHP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | PEP | BHP |
|---|---|---|
| 2026 | +9.68% | +39.98% |
| 2025 | -0.65% | +27.88% |
| 2024 | -9.23% | -24.24% |
| 2023 | -2.64% | +17.86% |
| 2022 | +7.22% | +44.04% |
| 2021 | +23.91% | -2.07% |
| 2020 | +12.41% | +25.10% |
| 2019 | +28.77% | +25.60% |
| 2018 | -3.31% | +7.03% |
| 2017 | +17.79% | +29.43% |
| 2016 | +9.05% | +43.42% |
| 2015 | +8.89% | -39.14% |
| 2014 | +18.46% | -26.80% |
| 2013 | +23.03% | -11.78% |
| 2012 | +6.32% | +8.31% |
| 2011 | +4.08% | -22.20% |
| 2010 | +9.84% | +19.58% |
| 2009 | +12.18% | +74.27% |
| 2008 | -25.37% | -37.79% |
| 2007 | +23.55% | +83.39% |
| 2006 | +6.63% | +15.62% |
| 2005 | +15.82% | +44.48% |
| 2004 | +14.21% | +31.80% |
| 2003 | +9.75% | +63.77% |
| 2002 | -12.96% | +7.06% |
| 2001 | -0.18% | +5.14% |
| 2000 | +36.31% | -17.20% |
| 1999 | +5.42% | +31.73% |
PEP vs BHP Drawdown Comparison
The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.
The maximum drawdown for BHP was -76.24%, occurring on Jan 20, 2016. Recovery took 2430 trading sessions.
The current PEP drawdown is -12.77%.
| Rank | PEP | BHP |
|---|---|---|
| #1 | -40.41% Jan 10, 2008 - Jun 27, 2012 | -76.24% Apr 11, 2011 - Dec 4, 2020 |
| #2 | -32.98% Apr 19, 2002 - Feb 23, 2004 | -73.74% May 16, 2008 - Nov 4, 2010 |
| #3 | -30.32% May 12, 2023 - May 14, 2025 | -42.56% Jan 7, 2000 - Jul 25, 2003 |
| #4 | -28.81% Feb 14, 2020 - Nov 11, 2020 | -37.26% Dec 27, 2023 - Jan 5, 2026 |
| #5 | -20.44% Jan 26, 2018 - Nov 19, 2018 | -33.79% Oct 29, 2007 - May 6, 2008 |
| #6 | -18.60% Jan 7, 2000 - Apr 24, 2000 | -31.11% May 10, 2021 - Mar 3, 2022 |
| #7 | -16.81% Dec 14, 2000 - Sep 18, 2001 | -30.30% Jun 7, 2022 - Jan 6, 2023 |
| #8 | -13.74% Oct 30, 2000 - Dec 14, 2000 | -26.07% May 9, 2006 - Mar 26, 2007 |
| #9 | -13.46% Jun 22, 2004 - Feb 4, 2005 | -23.83% Jul 12, 2007 - Sep 18, 2007 |
| #10 | -12.92% Dec 31, 2020 - May 20, 2021 | -22.08% Feb 28, 2005 - Aug 3, 2005 |
| #11 | -12.36% Nov 30, 2018 - Mar 22, 2019 | -21.84% Apr 1, 2022 - Jun 2, 2022 |
| #12 | -11.90% Jan 14, 2022 - Apr 20, 2022 | -20.65% Jan 26, 2023 - Dec 21, 2023 |
| #13 | -11.44% Apr 28, 2022 - Aug 1, 2022 | -20.54% Feb 19, 2004 - Sep 21, 2004 |
| #14 | -11.13% Aug 14, 2000 - Oct 2, 2000 | -19.75% Mar 2, 2026 - May 6, 2026 |
| #15 | -10.55% Jun 30, 2000 - Jul 28, 2000 | -14.41% Mar 3, 2021 - May 7, 2021 |
Correlation
Correlation between PEP and BHP is 0.86 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
PEP vs BHP dividend yield comparison.
| Year | PEP | BHP |
|---|---|---|
| 2026 | 0.92% | 1.72% |
| 2025 | 3.92% | 3.64% |
| 2024 | 3.51% | 5.98% |
| 2023 | 2.91% | 4.98% |
| 2022 | 2.50% | 22.44% |
| 2021 | 2.45% | 9.98% |
| 2020 | 2.71% | 3.67% |
| 2019 | 2.77% | 8.59% |
| 2018 | 3.25% | 4.89% |
| 2017 | 2.64% | 3.61% |
| 2016 | 2.83% | 1.68% |
| 2015 | 2.76% | 9.38% |
| 2014 | 2.68% | 5.11% |
| 2013 | 2.70% | 3.40% |
| 2012 | 3.11% | 2.86% |
| 2011 | 3.05% | 2.86% |
| 2010 | 2.89% | 1.87% |
| 2009 | 2.92% | 2.14% |
| 2008 | 3.01% | 3.26% |
| 2007 | 1.88% | 1.34% |
| 2006 | 1.85% | 1.76% |
| 2005 | 1.71% | 1.68% |
| 2004 | 1.63% | 1.50% |
| 2003 | 1.35% | 1.70% |
| 2002 | 1.41% | 2.35% |
| 2001 | 1.18% | 2.45% |
| 2000 | 1.12% | 1.92% |
| 1999 | 0.38% | 0.56% |
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