Keurig Dr Pepper Inc (KDP)vs2U Inc (TWOU)
KDP
Keurig Dr Pepper Inc
$30.53
+1.56%
CONSUMER DEFENSIVE · Cap: $43.14B
TWOU
2U Inc
$1.58
0.00%
CONSUMER DEFENSIVE · Cap: $4.43M
Smart Verdict
WallStSmart Research — data-driven comparison
Keurig Dr Pepper Inc generates 1771% more annual revenue ($16.94B vs $905.83M). KDP leads profitability with a 10.8% profit margin vs -35.1%. TWOU appears more attractively valued with a PEG of 0.19. KDP earns a higher WallStSmart Score of 59/100 (C).
KDP
Buy59
out of 100
Grade: C
TWOU
Hold44
out of 100
Grade: D
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+57.1%
Fair Value
$69.64
Current Price
$30.53
$39.11 discount
Intrinsic value data unavailable for TWOU.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Growing faster than its price suggests
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
ROE of 7.3% — below average capital efficiency
Elevated debt levels
Earnings declined 47.7%
Distress zone — elevated risk
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -101.3% — below average capital efficiency
Revenue declined 16.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : KDP
The strongest argument for KDP centers on Price/Book. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : TWOU
The strongest argument for TWOU centers on PEG Ratio, Price/Book, Debt/Equity. PEG of 0.19 suggests the stock is reasonably priced for its growth.
Bear Case : KDP
The primary concerns for KDP are Return on Equity, Debt/Equity, EPS Growth.
Bear Case : TWOU
The primary concerns for TWOU are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
KDP profiles as a value stock while TWOU is a turnaround play — different risk/reward profiles.
TWOU carries more volatility with a beta of 0.80 — expect wider price swings.
KDP is growing revenue faster at 9.4% — sustainability is the question.
KDP generates stronger free cash flow (165M), providing more financial flexibility.
Bottom Line
KDP scores higher overall (59/100 vs 44/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Keurig Dr Pepper Inc
CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA
Keurig Dr Pepper Inc. is a beverage company in the United States and internationally. The company is headquartered in Burlington, Massachusetts.
2U Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
2U, Inc. is an educational technology company in the United States, Hong Kong, South Africa, and the United Kingdom. The company is headquartered in Lanham, Maryland.
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