PepsiCo Historical Valuation

PEP Stock  USD 163.45  0.73  0.45%   
Some fundamental drivers such as market cap or PepsiCo enterprice value can be analyzed from historical perspective to project value of the company into the future. Some investors analyze PepsiCo valuation indicators such as to time the market or to short-sell their positions based on the trend in valuation ratios. It is a perfect tool to project the direction of PepsiCo's future value.
  
Check out Your Equity Center to better understand how to build diversified portfolios, which includes a position in PepsiCo. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in income.
To learn how to invest in PepsiCo Stock, please use our How to Invest in PepsiCo guide.

About PepsiCo Valuation Data Analysis

Valuation is the financial process of determining what PepsiCo is worth. PepsiCo valuation ratios put that insight into the context of a company's share price, where they serve as useful tools for evaluating and utilizing investment potential. PepsiCo valuation ratios help investors to determine whether PepsiCo Stock is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in PepsiCo with respect to the benefits of owning PepsiCo security.

PepsiCo Valuation Data Chart

As of 12/01/2024, Market Cap is likely to grow to about 98.1 B. Also, Enterprise Value is likely to grow to about 119.5 B

Enterprise Value

Enterprise Value (or EV) is usually referred to as PepsiCo theoretical takeover price. In the event of an acquisition, an acquirer would have to take on PepsiCo debt, but would also pocket its cash. Enterprise Value is more accurate representation of PepsiCo value than its market capitalization because it takes into account all of PepsiCo existing debt. A measure of a company's total value, often used as a more comprehensive alternative to equity market capitalization that includes the market capitalization, plus total debt, minority interest and preferred shares, minus total cash and cash equivalents.

Pair Trading with PepsiCo

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if PepsiCo position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in PepsiCo will appreciate offsetting losses from the drop in the long position's value.

Moving together with PepsiCo Stock

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  0.7KOF Coca Cola FemsaPairCorr

Moving against PepsiCo Stock

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  0.79ZVIA Zevia PbcPairCorr
  0.73STKL SunOptaPairCorr
  0.69FIZZ National Beverage Corp Earnings Call This WeekPairCorr
  0.68BJ BJs Wholesale ClubPairCorr
The ability to find closely correlated positions to PepsiCo could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace PepsiCo when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back PepsiCo - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling PepsiCo to buy it.
The correlation of PepsiCo is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as PepsiCo moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if PepsiCo moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for PepsiCo can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Additional Tools for PepsiCo Stock Analysis

When running PepsiCo's price analysis, check to measure PepsiCo's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy PepsiCo is operating at the current time. Most of PepsiCo's value examination focuses on studying past and present price action to predict the probability of PepsiCo's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move PepsiCo's price. Additionally, you may evaluate how the addition of PepsiCo to your portfolios can decrease your overall portfolio volatility.