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PEP vs IBM

Comparison between PepsiCo Inc (PEP, Company) and International Business Machines Corp (IBM, Company).

PEP is from the Consumer Defensive sector, while IBM is from the Technology sector.

5-Year PerformanceIBM has outperformed PEP, delivering a return of +14.8% compared to +4.4%

PEP vs IBM - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
PEP
$213B
IBM
$212B
Max Drawdown
Winner
PEP
42.43%
IBM
58.79%
Sharpe Ratio
Winner
PEP
0.87
IBM
-0.17
5Y Beta
Winner
PEP
0.09
IBM
0.75
Industry
PEP
Beverages - Non-alcoholic
IBM
Information Technology Services
P/E Ratio
Winner
PEP
26.61
IBM
33.91
Forward P/E
Winner
PEP
18.15
IBM
18.28
PEG Ratio
PEP
1.66
Winner
IBM
1.27
Dividend Yield
Winner
PEP
3.64%
IBM
2.93%
5Y Dividends CAGR
Winner
PEP
11.49%
IBM
6.12%
5Y EPS CAGR
Winner
PEP
1.25%
IBM
-8.16%
Debt to Equity
Winner
PEP
7.48%
IBM
201.25%
Free Cash Flow Yield
Winner
PEP
6.15%
IBM
6.09%
P/S Ratio
Winner
PEP
2.23
IBM
3.08
P/B Ratio
PEP
9.88
Winner
IBM
6.54

PEP vs IBM - Historical Returns

Returns include dividend reinvestment.

1M
Winner
PEP
-0.12%
IBM
-5.01%
3M
Winner
PEP
-6.29%
IBM
-22.07%
6M
Winner
PEP
+10.20%
IBM
-24.21%
1Y
Winner
PEP
+22.35%
IBM
-7.38%
5Y(CAGR)
PEP
+4.39%
Winner
IBM
+14.82%
10Y(CAGR)
PEP
+7.12%
Winner
IBM
+9.43%
Max(CAGR)
Winner
PEP
+8.66%
IBM
+6.12%

PEP vs IBM - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearPEPIBM
2026+9.68%-20.77%
2025-0.65%+38.19%
2024-9.23%+41.04%
2023-2.64%+21.31%
2022+7.22%+8.77%
2021+23.91%+18.53%
2020+12.41%-2.20%
2019+28.77%+21.92%
2018-3.31%-22.96%
2017+17.79%-4.67%
2016+9.05%+26.73%
2015+8.89%-12.30%
2014+18.46%-11.43%
2013+23.03%-2.62%
2012+6.32%+4.56%
2011+4.08%+26.80%
2010+9.84%+12.95%
2009+12.18%+52.78%
2008-25.37%-18.18%
2007+23.55%+12.70%
2006+6.63%+19.97%
2005+15.82%-15.12%
2004+14.21%+8.51%
2003+9.75%+15.90%
2002-12.96%-35.76%
2001-0.18%+43.32%
2000+36.31%-26.39%
1999+5.42%+11.64%

PEP vs IBM Drawdown Comparison

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

The maximum drawdown for IBM was -58.31%, occurring on Oct 9, 2002. Recovery took 1929 trading sessions.

The current PEP drawdown is -12.77%. The current IBM drawdown is -26.68%.

RankPEPIBM
#1-40.41%
Jan 10, 2008 - Jun 27, 2012
-58.31%
Sep 1, 2000 - May 8, 2008
#2-32.98%
Apr 19, 2002 - Feb 23, 2004
-44.28%
Jul 22, 2008 - Oct 12, 2009
#3-30.32%
May 12, 2023 - May 14, 2025
-43.71%
Mar 14, 2013 - Nov 10, 2022
#4-28.81%
Feb 14, 2020 - Nov 11, 2020
-28.68%
Nov 12, 2025 - Feb 23, 2026
#5-20.44%
Jan 26, 2018 - Nov 19, 2018
-20.10%
Mar 27, 2000 - Aug 25, 2000
#6-18.60%
Jan 7, 2000 - Apr 24, 2000
-19.81%
Jun 30, 2025 - Oct 7, 2025
#7-16.81%
Dec 14, 2000 - Sep 18, 2001
-17.60%
Dec 13, 2022 - Aug 25, 2023
#8-13.74%
Oct 30, 2000 - Dec 14, 2000
-17.41%
Jan 21, 2000 - Mar 27, 2000
#9-13.46%
Jun 22, 2004 - Feb 4, 2005
-16.86%
Mar 12, 2024 - Aug 19, 2024
#10-12.92%
Dec 31, 2020 - May 20, 2021
-16.51%
Feb 20, 2025 - May 15, 2025
#11-12.36%
Nov 30, 2018 - Mar 22, 2019
-14.56%
Jul 19, 2011 - Oct 10, 2011
#12-11.90%
Jan 14, 2022 - Apr 20, 2022
-12.90%
Oct 14, 2024 - Dec 4, 2024
#13-11.44%
Apr 28, 2022 - Aug 1, 2022
-12.24%
Apr 3, 2012 - Oct 1, 2012
#14-11.13%
Aug 14, 2000 - Oct 2, 2000
-11.69%
Oct 16, 2012 - Mar 7, 2013
#15-10.55%
Jun 30, 2000 - Jul 28, 2000
-9.54%
Dec 8, 1999 - Jan 11, 2000

Correlation

Correlation between PEP and IBM is 0.76 which considered as a strong positive correlation - the stocks tend to move together.

0.76
-101

Dividend Comparison (1999 - 2026)

PEP vs IBM dividend yield comparison.

YearPEPIBM
20260.92%0.73%
20253.92%2.27%
20243.51%3.03%
20232.91%4.05%
20222.50%4.68%
20212.45%4.74%
20202.71%5.17%
20192.77%4.80%
20183.25%5.46%
20172.64%3.85%
20162.83%3.31%
20152.76%3.63%
20142.68%2.65%
20132.70%1.97%
20123.11%1.72%
20113.05%1.58%
20102.89%1.70%
20092.92%1.64%
20083.01%2.26%
20071.88%1.39%
20061.85%1.13%
20051.71%0.95%
20041.63%0.71%
20031.35%0.68%
20021.41%0.76%
20011.18%0.45%
20001.12%0.60%
19990.38%0.11%

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