PEP vs PM
PepsiCo and Philip Morris International, both Consumer Defensive
Philip Morris International is the larger company at $315B against $173B. On trailing earnings PEP is the cheaper of the two at a P/E of 15.8 against 29.0, a gap that is only a bargain if the two are growing at similar rates. Over the past year PM returned +27% against -8.0% for PEP. The RyuScore puts PEP ahead, 71 against 62 out of 100.
| Figure | PEP | PM |
|---|---|---|
| Last close | $127 | $202 |
| Market cap | $173B | $315B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 15.8 | 29.0 |
| Dividend yield | 4.4% | 2.8% |
| 1-year return | -8.0% | +27% |
| 5-year return | -5.0% | +148% |
| RyuScoresector-relative, 1–10 | 71/100 | 62/100 |
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.
PepsiCo
Revenue of $25B in Q3 2026, net income $3.0B. Its largest reported line is Pepsi Co Beverages North America, 30% of the disclosed total.
Philip Morris International
Revenue of $11B in Q2 2026, net income $2.8B. Its largest reported line is International Combustibles, 58% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.