UBS vs PEP
Comparison between UBS Group AG (UBS, Company) and PepsiCo Inc (PEP, Company).
UBS is from the Financial Services sector, while PEP is from the Consumer Defensive sector.
5-Year PerformanceUBS has outperformed PEP, delivering a return of +29.3% compared to +2.2%
UBS vs PEP - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
UBS vs PEP - Historical Returns
Returns include dividend reinvestment.
UBS vs PEP - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | UBS | PEP |
|---|---|---|
| 2026 | +7.41% | +0.00% |
| 2025 | +60.28% | -0.65% |
| 2024 | +3.70% | -9.23% |
| 2023 | +65.08% | -2.64% |
| 2022 | +4.48% | +7.22% |
| 2021 | +26.53% | +23.91% |
| 2020 | +14.90% | +12.41% |
| 2019 | +5.74% | +28.77% |
| 2018 | -33.08% | -3.31% |
| 2017 | +16.55% | +17.79% |
| 2016 | -13.45% | +9.05% |
| 2015 | +17.52% | +8.89% |
| 2014 | -1.96% | +18.46% |
| 2013 | N/A | +23.03% |
| 2012 | N/A | +6.32% |
| 2011 | N/A | +4.08% |
| 2010 | N/A | +9.84% |
| 2009 | N/A | +12.18% |
| 2008 | N/A | -25.37% |
| 2007 | N/A | +23.55% |
| 2006 | N/A | +6.63% |
| 2005 | N/A | +15.82% |
| 2004 | N/A | +14.21% |
| 2003 | N/A | +9.75% |
| 2002 | N/A | -12.96% |
| 2001 | N/A | -0.18% |
| 2000 | N/A | +36.31% |
| 1999 | N/A | +5.42% |
UBS vs PEP Drawdown Comparison
The maximum drawdown for UBS was -61.37%, occurring on Mar 16, 2020. Recovery took 994 trading sessions.
The maximum drawdown for PEP was -40.41%, occurring on Mar 9, 2009. Recovery took 1125 trading sessions.
The current UBS drawdown is -2.35%. The current PEP drawdown is -20.47%.
| Rank | UBS | PEP |
|---|---|---|
| #1 | -61.37% Jan 26, 2018 - Jan 6, 2022 | -40.41% Jan 10, 2008 - Jun 27, 2012 |
| #2 | -43.38% Aug 3, 2015 - Jan 26, 2018 | -32.98% Apr 19, 2002 - Feb 23, 2004 |
| #3 | -33.40% Feb 9, 2022 - Jan 17, 2023 | -30.32% May 12, 2023 - May 14, 2025 |
| #4 | -30.04% Nov 26, 2014 - Jul 29, 2015 | -28.81% Feb 14, 2020 - Nov 11, 2020 |
| #5 | -27.00% Jan 27, 2025 - Jul 2, 2025 | -20.44% Jan 26, 2018 - Nov 19, 2018 |
| #6 | -26.07% Jan 27, 2026 - Jun 12, 2026 | -18.60% Jan 7, 2000 - Apr 24, 2000 |
| #7 | -17.87% Mar 6, 2023 - Apr 14, 2023 | -16.81% Dec 14, 2000 - Sep 18, 2001 |
| #8 | -14.71% Mar 15, 2024 - May 24, 2024 | -13.74% Oct 30, 2000 - Dec 14, 2000 |
| #9 | -13.69% Apr 14, 2023 - Jul 28, 2023 | -13.46% Jun 22, 2004 - Feb 4, 2005 |
| #10 | -13.27% Dec 27, 2023 - Mar 12, 2024 | -12.92% Dec 31, 2020 - May 20, 2021 |
| #11 | -13.19% Sep 22, 2025 - Dec 11, 2025 | -12.36% Nov 30, 2018 - Mar 22, 2019 |
| #12 | -12.54% Aug 31, 2023 - Nov 29, 2023 | -11.90% Jan 14, 2022 - Apr 20, 2022 |
| #13 | -12.26% May 31, 2024 - Oct 11, 2024 | -11.44% Apr 28, 2022 - Aug 1, 2022 |
| #14 | -9.98% Nov 7, 2024 - Jan 16, 2025 | -11.13% Aug 14, 2000 - Oct 2, 2000 |
| #15 | -6.55% Oct 18, 2024 - Nov 6, 2024 | -10.55% Jun 30, 2000 - Jul 28, 2000 |
Correlation
Correlation between UBS and PEP is 0.59 which considered as a moderate positive correlation - the stocks show some tendency to move together.
Dividend Comparison (1999 - 2026)
UBS vs PEP dividend yield comparison.
| Year | UBS | PEP |
|---|---|---|
| 2026 | 1.10% | 2.08% |
| 2025 | 2.92% | 3.92% |
| 2024 | 3.46% | 3.51% |
| 2023 | 0.89% | 2.91% |
| 2022 | 1.34% | 2.50% |
| 2021 | 1.04% | 2.45% |
| 2020 | 3.87% | 2.71% |
| 2019 | 5.48% | 2.77% |
| 2018 | 0.00% | 3.25% |
| 2017 | 3.30% | 2.64% |
| 2016 | 5.42% | 2.83% |
| 2015 | 3.87% | 2.76% |
| 2014 | 0.00% | 2.68% |
| 2013 | 0.00% | 2.70% |
| 2012 | 0.00% | 3.11% |
| 2011 | 0.00% | 3.05% |
| 2010 | 0.00% | 2.89% |
| 2009 | 0.00% | 2.92% |
| 2008 | 0.00% | 3.01% |
| 2007 | 0.00% | 1.88% |
| 2006 | 0.00% | 1.85% |
| 2005 | 0.00% | 1.71% |
| 2004 | 0.00% | 1.63% |
| 2003 | 0.00% | 1.35% |
| 2002 | 0.00% | 1.41% |
| 2001 | 0.00% | 1.18% |
| 2000 | 0.00% | 1.12% |
| 1999 | 0.00% | 0.38% |
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