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

PEP Nasdaq Beverages NC CIK: 0000077476
Recently Updated • Analysis: Apr 29, 2026 • SEC Data: 2026-03-21
Combined AI Rating
HOLD
68% Confidence
STRONG AGREEMENT
HOLD
60% Conf
HOLD
76% Conf

📊 PEP Key Takeaways

Revenue: $19.4B
Net Margin: 12.0%
Free Cash Flow: $-406.0M
Current Ratio: 0.90x
Debt/Equity: 1.99x
EPS: $1.70
AI Rating: HOLD with 60% confidence
Pepsico Inc. (PEP) receives a HOLD rating with 68% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $19.4B, net profit margin of 12.0%, and return on equity (ROE) of 10.9%, Pepsico Inc. demonstrates mixed fundamentals in the Consumer sector. Below is our complete PEP stock analysis for 2026.

Is Pepsico Inc. (PEP) a Good Investment?

Claude

PepsiCo maintains strong profitability margins (55% gross, 16.5% operating) but faces material headwinds with negative free cash flow of -406M, flat net income growth, and declining EPS of -13.7% year-over-year. High leverage (1.99x debt/equity) combined with weak liquidity (0.90x current ratio) and modest 2.3% revenue growth raise sustainability concerns.

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
  • + Strong gross margin of 55.2% demonstrates pricing power and brand value
  • + Solid operating margin of 16.5% reflects operational efficiency in mature business
  • + Robust cash reserves of $10.5B provide liquidity buffer for near-term obligations
  • + Interest coverage of 10.7x indicates adequate debt servicing capacity
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
  • ! Negative free cash flow of -406M despite positive operating cash flow signals capital intensity stress
  • ! EPS declined 13.7% year-over-year while net income flat, indicating per-share value deterioration
  • ! High leverage with debt/equity ratio of 1.99x and $42.6B long-term debt limits financial flexibility
  • ! Weak liquidity position with current ratio of 0.90x indicates potential working capital strain
  • ! Anemic revenue growth of 2.3% suggests limited organic growth momentum in core business
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
  • * Free cash flow trend and ability to turn negative FCF positive without asset sales
  • * Debt/equity ratio trajectory and management's deleveraging commitments
  • * Operating cash flow stability amid revenue growth deceleration
  • * Capital expenditure reduction or return on capital improvement
  • * EPS and earnings per dollar of revenue trends
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
$19.4B
Net Income
$2.3B
EPS (Diluted)
$1.70
Free Cash Flow
$-406.0M
Total Assets
$110.6B
Cash Position
$10.5B

💡 AI Analyst Insight

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

PEP Profit Margin, ROE & Profitability Analysis

Gross Margin 55.2%
Operating Margin 16.5%
Net Margin 12.0%
ROE 10.9%
ROA 2.1%
FCF Margin -2.1%

PEP vs Consumer Sector: How Pepsico Inc. Compares

How Pepsico Inc. compares to Consumer sector averages

Net Margin
PEP 12.0%
vs
Sector Avg 8.0%
PEP Sector
ROE
PEP 10.9%
vs
Sector Avg 18.0%
PEP Sector
Current Ratio
PEP 0.9x
vs
Sector Avg 1.5x
PEP Sector
Debt/Equity
PEP 2.0x
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. shows some fundamental concerns relative to the Consumer sector in 2026.

Return on Equity
10.9%
Sector avg: 18%
Net Profit Margin
12.0%
Sector avg: 8%
Revenue Growth
N/A
Year-over-year
Debt/Equity
1.99x
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
0.90x
Quick Ratio
0.72x
Debt/Equity
1.99x
Debt/Assets
80.5%
Interest Coverage
10.67x
Long-term Debt
$42.6B

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
-2.1%
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
$41.0M
Cash generated from operations
Stock Buybacks
$182.0M
Shares repurchased (TTM)
Capital Expenditures
$447.0M
Investment in assets
Dividends Paid
$2.0B
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 HOLD from Claude (HOLD) and ChatGPT (HOLD) with 68% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are PEP's key strengths?

Claude: Strong gross margin of 55.2% demonstrates pricing power and brand value. Solid operating margin of 16.5% reflects operational efficiency in mature business. 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: Negative free cash flow of -406M despite positive operating cash flow signals capital intensity stress. EPS declined 13.7% year-over-year while net income flat, indicating per-share value deterioration. 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 $19.4B.

Does PEP pay dividends?

Pepsico Inc. pays dividends, with $1,966.0M 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 $1.70.

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 May 2026, Pepsico Inc. has a HOLD rating with 68% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is PEP stock overvalued or undervalued?

Valuation metrics for PEP: ROE of 10.9% (sector avg: 18%), net margin of 12.0% (sector avg: 8%). Compare these metrics with sector averages to assess valuation.

Should I buy PEP stock in 2026?

Our dual AI analysis gives Pepsico Inc. a combined HOLD 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 $41.0M, with capital expenditures of $447.0M. FCF margin is -2.1%.

How does PEP compare to other Consumer stocks?

Vs Consumer sector averages: Net margin 12.0% (avg: 8%), ROE 10.9% (avg: 18%), current ratio 0.90 (avg: 1.5).

Is Pepsico Inc. carrying too much debt?

PEP has a debt-to-equity ratio of 1.99x, 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.

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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: Apr 29, 2026 | Data as of: 2026-03-21 | Powered by Claude AI