WallStSmart

Coca-Cola Consolidated Inc. (COKE)vsPepsiCo Inc (PEP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PepsiCo Inc generates 1174% more annual revenue ($95.45B vs $7.49B). PEP leads profitability with a 9.2% profit margin vs 7.7%. PEP appears more attractively valued with a PEG of 1.58. PEP earns a higher WallStSmart Score of 62/100 (C+).

COKE

Buy

57

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 6.0Quality: 7.0
Piotroski: 4/9Altman Z: 2.07

PEP

Buy

62

out of 100

Grade: C+

Growth: 6.0Profit: 8.0Value: 4.7Quality: 4.0
Piotroski: 3/9Altman Z: 2.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COKEUndervalued (+54.8%)

Margin of Safety

+54.8%

Fair Value

$352.14

Current Price

$179.91

$172.23 discount

UndervaluedFair: $352.14Overvalued
PEPOvervalued (-5.6%)

Margin of Safety

-5.6%

Fair Value

$138.40

Current Price

$141.92

$3.52 premium

UndervaluedFair: $138.40Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COKE3 strengths · Avg: 10.0/10
Return on EquityProfitability
135.2%10/10

Every $100 of equity generates 135 in profit

EPS GrowthGrowth
265.8%10/10

Earnings expanding 265.8% YoY

Debt/EquityHealth
-4.2810/10

Conservative balance sheet, low leverage

PEP3 strengths · Avg: 9.0/10
Return on EquityProfitability
40.9%10/10

Every $100 of equity generates 41 in profit

Market CapQuality
$199.92B9/10

Large-cap with strong market position

EPS GrowthGrowth
27.8%8/10

Earnings expanding 27.8% YoY

Areas to Watch

COKE3 concerns · Avg: 3.0/10
P/E RatioValuation
25.8x4/10

Moderate valuation

Profit MarginProfitability
7.7%3/10

7.7% margin — thin

PEG RatioValuation
3.042/10

Expensive relative to growth rate

PEP4 concerns · Avg: 3.3/10
PEG RatioValuation
1.584/10

Expensive relative to growth rate

Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Free Cash FlowQuality
$-406.00M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : COKE

The strongest argument for COKE centers on Return on Equity, EPS Growth, Debt/Equity.

Bull Case : PEP

The strongest argument for PEP centers on Return on Equity, Market Cap, EPS Growth.

Bear Case : COKE

The primary concerns for COKE are P/E Ratio, Profit Margin, PEG Ratio.

Bear Case : PEP

The primary concerns for PEP are PEG Ratio, Price/Book, Piotroski F-Score. Debt-to-equity of 2.47 is elevated, increasing financial risk.

Key Dynamics to Monitor

COKE carries more volatility with a beta of 0.55 — expect wider price swings.

PEP is growing revenue faster at 8.5% — sustainability is the question.

COKE generates stronger free cash flow (142M), providing more financial flexibility.

Monitor BEVERAGES - NON-ALCOHOLIC industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PEP scores higher overall (62/100 vs 57/100). COKE offers better value entry with a 54.8% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coca-Cola Consolidated Inc.

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Consolidated, Inc. produces, markets and distributes non-alcoholic beverages primarily products of The Coca-Cola Company in the United States. The company is headquartered in Charlotte, North Carolina.

PepsiCo Inc

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

PepsiCo, Inc. is an American based multinational food, snack, and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's business encompasses all aspects of the food and beverage market. It oversees the manufacturing, distribution, and marketing of its products.

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