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PEP vs BLK

Comparison between PepsiCo Inc (PEP, Company) and BlackRock Finance Inc (BLK, Company).

PEP is from the Consumer Defensive sector, while BLK is from the Financial Services sector.

5-Year PerformanceBLK has outperformed PEP, delivering a return of +7.3% compared to +1.7%

PEP vs BLK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PEP
$189B
BLK
$180B
Max Drawdown
Winner
PEP
42.43%
BLK
60.75%
Sharpe Ratio
PEP
-0.03
Winner
BLK
0.23
5Y Beta
Winner
PEP
0.06
BLK
1.09
Industry
PEP
Beverages - Non-alcoholic
BLK
Asset Management
P/E Ratio
Winner
PEP
20.68
BLK
27.40
Forward P/E
Winner
PEP
16.78
BLK
20.62
PEG Ratio
Winner
PEP
1.49
BLK
20.98
Dividend Yield
Winner
PEP
4.05%
BLK
1.92%
5Y Dividends CAGR
PEP
11.60%
Winner
BLK
11.78%
5Y EPS CAGR
PEP
3.21%
BLK
N/A
Debt to Equity
Winner
PEP
7.24%
BLK
22.12%
Free Cash Flow Yield
Winner
PEP
7.10%
BLK
1.95%
P/S Ratio
Winner
PEP
1.99
BLK
6.99
P/B Ratio
PEP
8.51
Winner
BLK
3.04

PEP vs BLK - Historical Returns

Returns include dividend reinvestment.

1M
PEP
+5.88%
Winner
BLK
+11.05%
3M
PEP
-2.92%
Winner
BLK
+9.89%
6M
PEP
-13.01%
Winner
BLK
+9.72%
1Y
PEP
+1.47%
Winner
BLK
+5.32%
5Y(CAGR)
PEP
+1.68%
Winner
BLK
+7.33%
10Y(CAGR)
PEP
+6.16%
Winner
BLK
+15.06%
Max(CAGR)
PEP
+8.34%
Winner
BLK
+20.06%

PEP vs BLK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEPBLK
2026+3.69%+9.32%
2025-0.65%+7.36%
2024-9.23%+31.12%
2023-2.64%+17.31%
2022+7.22%-20.04%
2021+23.91%+31.37%
2020+12.41%+45.38%
2019+28.77%+32.98%
2018-3.31%-20.86%
2017+17.79%+36.07%
2016+9.05%+17.18%
2015+8.89%-2.11%
2014+18.46%+17.06%
2013+23.03%+52.52%
2012+6.32%+17.83%
2011+4.08%-3.41%
2010+9.84%-18.21%
2009+12.18%+70.36%
2008-25.37%-36.54%
2007+23.55%+42.09%
2006+6.63%+41.07%
2005+15.82%+45.17%
2004+14.21%+45.22%
2003+9.75%+33.04%
2002-12.96%-4.65%
2001-0.18%+4.25%
2000+36.31%+152.71%
1999+5.42%+16.54%

PEP vs BLK Drawdown Comparison

The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.

The maximum drawdown for BLK was -60.32%, occurring on Mar 3, 2009. Recovery took 297 trading sessions.

The current PEP drawdown is -17.54%. The current BLK drawdown is -0.89%.

RankPEPBLK
#1-40.41%
Jan 10, 2008 - Jun 27, 2012
-60.32%
Aug 11, 2008 - Oct 14, 2009
#2-32.98%
Apr 19, 2002 - Feb 23, 2004
-43.88%
Nov 12, 2021 - Sep 17, 2024
#3-30.32%
May 12, 2023 - May 14, 2025
-42.39%
Feb 12, 2020 - Jul 15, 2020
#4-28.81%
Feb 14, 2020 - Nov 11, 2020
-41.95%
Jan 11, 2010 - Jan 15, 2013
#5-20.44%
Jan 26, 2018 - Nov 19, 2018
-37.47%
Jan 22, 2018 - Feb 11, 2020
#6-18.60%
Jan 7, 2000 - Apr 24, 2000
-33.01%
Dec 8, 2000 - Jun 3, 2003
#7-16.81%
Dec 14, 2000 - Sep 18, 2001
-27.32%
Mar 25, 2008 - Aug 5, 2008
#8-13.74%
Oct 30, 2000 - Dec 14, 2000
-23.74%
Jan 31, 2025 - Jul 2, 2025
#9-13.46%
Jun 22, 2004 - Feb 4, 2005
-23.24%
Sep 1, 2000 - Oct 20, 2000
#10-12.92%
Dec 31, 2020 - May 20, 2021
-22.42%
Oct 15, 2025 - Aug 13, 2026
#11-12.36%
Nov 30, 2018 - Mar 22, 2019
-21.99%
Mar 20, 2015 - Aug 1, 2016
#12-11.90%
Jan 14, 2022 - Apr 20, 2022
-21.38%
Apr 19, 2006 - Jan 3, 2007
#13-11.44%
Apr 28, 2022 - Aug 1, 2022
-21.24%
Jan 3, 2008 - Mar 25, 2008
#14-11.13%
Aug 14, 2000 - Oct 2, 2000
-20.22%
Dec 3, 1999 - Feb 25, 2000
#15-10.55%
Jun 30, 2000 - Jul 28, 2000
-20.20%
Mar 17, 2000 - Apr 28, 2000

Correlation

Correlation between PEP and BLK is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

PEP vs BLK dividend yield comparison.

YearPEPBLK
20262.01%0.98%
20253.92%1.95%
20243.51%1.99%
20232.91%2.46%
20222.50%2.75%
20212.45%1.80%
20202.71%2.01%
20192.77%2.63%
20183.25%3.08%
20172.64%1.95%
20162.83%2.41%
20152.76%2.56%
20142.68%2.16%
20132.70%2.12%
20123.11%2.90%
20113.05%3.09%
20102.89%2.10%
20092.92%1.34%
20083.01%2.33%
20071.88%1.24%
20061.85%1.11%
20051.71%1.11%
20041.63%1.29%
20031.35%0.75%
20021.41%0.00%
20011.18%0.00%
20001.12%0.00%
19990.38%0.00%

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