PEPSICO INC Performance
| 713448EV6 | 78.63 4.64 6.27% |
The bond holds a Beta of 0.75, which implies possible diversification benefits within a given portfolio. As returns on the market increase, PEPSICO's returns are expected to increase less than the market. However, during the bear market, the loss of holding PEPSICO is expected to be smaller as well.
Risk-Adjusted Performance
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Very Weak
Compared to the overall equity markets, risk-adjusted returns on investments in PEPSICO INC are ranked lower than 5 (%) of all global equities and portfolios over the last 90 days. Despite somewhat weak basic indicators, PEPSICO may actually be approaching a critical reversion point that can send shares even higher in February 2025. ...more
| Yield To Maturity | 5.439 |
PEPSICO |
PEPSICO Relative Risk vs. Return Landscape
If you would invest 8,196 in PEPSICO INC on October 13, 2024 and sell it today you would earn a total of 386.00 from holding PEPSICO INC or generate 4.71% return on investment over 90 days. PEPSICO INC is generating 0.1813% of daily returns and assumes 2.4347% volatility on return distribution over the 90 days horizon. Simply put, 21% of bonds are less volatile than PEPSICO, and 97% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days. Expected Return |
| Risk |
PEPSICO Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for PEPSICO's investment risk. Standard deviation is the most common way to measure market volatility of bonds, such as PEPSICO INC, and traders can use it to determine the average amount a PEPSICO's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.0744
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Estimated Market Risk
| 2.43 actual daily | 21 79% of assets are more volatile |
Expected Return
| 0.18 actual daily | 3 97% of assets have higher returns |
Risk-Adjusted Return
| 0.07 actual daily | 5 95% of assets perform better |
Based on monthly moving average PEPSICO is performing at about 5% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of PEPSICO by adding it to a well-diversified portfolio.
About PEPSICO Performance
By analyzing PEPSICO's fundamental ratios, stakeholders can gain valuable insights into PEPSICO's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if PEPSICO has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if PEPSICO has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.