WallStSmart

Diageo PLC ADR (DEO)vsPepsiCo Inc (PEP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PepsiCo Inc generates 393% more annual revenue ($96.90B vs $19.64B). PEP leads profitability with a 10.8% profit margin vs 8.8%. DEO appears more attractively valued with a PEG of 0.56. PEP earns a higher WallStSmart Score of 71/100 (B).

DEO

Buy

52

out of 100

Grade: C-

Growth: 4.0Profit: 8.0Value: 8.0Quality: 4.5
Piotroski: 3/9Altman Z: 1.52

PEP

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 6.7Quality: 4.0
Piotroski: 3/9Altman Z: 2.26
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DEOUndervalued (+52.9%)

Margin of Safety

+52.9%

Fair Value

$213.96

Current Price

$86.63

$127.33 discount

UndervaluedFair: $213.96Overvalued
PEPUndervalued (+2.6%)

Margin of Safety

+2.6%

Fair Value

$139.91

Current Price

$136.32

$3.59 discount

UndervaluedFair: $139.91Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DEO4 strengths · Avg: 8.5/10
Return on EquityProfitability
37.6%10/10

Every $100 of equity generates 38 in profit

PEG RatioValuation
0.568/10

Growing faster than its price suggests

Operating MarginProfitability
27.0%8/10

Strong operational efficiency at 27.0%

Free Cash FlowQuality
$1.68B8/10

Generating 1.7B in free cash flow

PEP5 strengths · Avg: 9.0/10
Return on EquityProfitability
47.5%10/10

Every $100 of equity generates 47 in profit

EPS GrowthGrowth
137.0%10/10

Earnings expanding 137.0% YoY

Market CapQuality
$186.21B9/10

Large-cap with strong market position

P/E RatioValuation
17.9x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

Areas to Watch

DEO4 concerns · Avg: 3.8/10
P/E RatioValuation
29.1x4/10

Moderate valuation

EPS GrowthGrowth
2.9%4/10

2.9% earnings growth

Altman Z-ScoreHealth
1.524/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEP3 concerns · Avg: 2.7/10
Price/BookValuation
8.4x4/10

Trading at 8.4x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.411/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : DEO

The strongest argument for DEO centers on Return on Equity, PEG Ratio, Operating Margin. PEG of 0.56 suggests the stock is reasonably priced for its growth.

Bull Case : PEP

The strongest argument for PEP centers on Return on Equity, EPS Growth, Market Cap. PEG of 1.40 suggests the stock is reasonably priced for its growth.

Bear Case : DEO

The primary concerns for DEO are P/E Ratio, EPS Growth, Altman Z-Score. Debt-to-equity of 2.04 is elevated, increasing financial risk.

Bear Case : PEP

The primary concerns for PEP are Price/Book, Piotroski F-Score, Debt/Equity. Debt-to-equity of 2.41 is elevated, increasing financial risk.

Key Dynamics to Monitor

PEP carries more volatility with a beta of 0.36 — expect wider price swings.

PEP is growing revenue faster at 6.4% — sustainability is the question.

DEO generates stronger free cash flow (1.7B), providing more financial flexibility.

Monitor BEVERAGES - WINERIES & DISTILLERIES industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PEP scores higher overall (71/100 vs 52/100). DEO offers better value entry with a 52.9% margin of safety. Both earn "Strong 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.

Diageo PLC ADR

CONSUMER DEFENSIVE · BEVERAGES - WINERIES & DISTILLERIES · USA

Diageo plc produces, markets and sells alcoholic beverages. The company is headquartered in London, the United Kingdom.

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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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