KDP vs PEP
Keurig Dr Pepper and PepsiCo, both Consumer Defensive
PepsiCo is the larger company at $194B against $42B. On trailing earnings PEP is the cheaper of the two at a P/E of 21.2 against 32.5, a gap that is only a bargain if the two are growing at similar rates. Over the past year PEP returned +5.0% against -1.1% for KDP. Ryufin's sector-relative Smart Score puts PEP ahead, 9/10 against 7/10.
| Figure | KDP | PEP |
|---|---|---|
| Last close | $32.21 | $142 |
| Market cap | $42B | $194B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 32.5 | 21.2 |
| Dividend yield | 2.9% | 4.0% |
| 1-year return | -1.1% | +5.0% |
| 5-year return | +3.5% | +6.1% |
| Ryufin Smart Scoresector-relative, 1–10 | 7/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Keurig Dr Pepper
Revenue of $7.3B in Q2 2026, net income $142M. Its largest reported line is US Refreshment Beverages, 40% of the disclosed total.
PepsiCo
Revenue of $24B in Q2 2026, net income $3.0B. Its largest reported line is Pepsi Co Beverages North America, 30% of the disclosed total.
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