WallStSmart

Keurig Dr Pepper Inc (KDP)vsUBS Group AG (UBS)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

UBS Group AG generates 203% more annual revenue ($51.31B vs $16.94B). UBS leads profitability with a 17.8% profit margin vs 10.8%. UBS appears more attractively valued with a PEG of 0.53. UBS earns a higher WallStSmart Score of 79/100 (B+).

KDP

Buy

61

out of 100

Grade: C+

Growth: 4.7Profit: 6.0Value: 8.0Quality: 4.3
Piotroski: 5/9Altman Z: 1.06

UBS

Strong Buy

79

out of 100

Grade: B+

Growth: 8.0Profit: 7.0Value: 7.0Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KDPUndervalued (+59.0%)

Margin of Safety

+59.0%

Fair Value

$72.90

Current Price

$28.83

$44.07 discount

UndervaluedFair: $72.90Overvalued

Intrinsic value data unavailable for UBS.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KDP2 strengths · Avg: 8.0/10
PEG RatioValuation
0.978/10

Growing faster than its price suggests

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

UBS6 strengths · Avg: 8.8/10
Operating MarginProfitability
31.5%10/10

Strong operational efficiency at 31.5%

EPS GrowthGrowth
84.4%10/10

Earnings expanding 84.4% YoY

Market CapQuality
$148.26B9/10

Large-cap with strong market position

PEG RatioValuation
0.538/10

Growing faster than its price suggests

P/E RatioValuation
16.2x8/10

Attractively priced relative to earnings

Price/BookValuation
1.6x8/10

Reasonable price relative to book value

Areas to Watch

KDP3 concerns · Avg: 2.3/10
Return on EquityProfitability
6.3%3/10

ROE of 6.3% — below average capital efficiency

EPS GrowthGrowth
-47.7%2/10

Earnings declined 47.7%

Altman Z-ScoreHealth
1.062/10

Distress zone — elevated risk

UBS0 concerns · Avg: 0/10

No major concerns identified

Comparative Analysis Report

WallStSmart Research

Bull Case : KDP

The strongest argument for KDP centers on PEG Ratio, Price/Book. PEG of 0.97 suggests the stock is reasonably priced for its growth.

Bull Case : UBS

The strongest argument for UBS centers on Operating Margin, EPS Growth, Market Cap. Profitability is solid with margins at 17.8% and operating margin at 31.5%. Revenue growth of 13.8% demonstrates continued momentum.

Bear Case : KDP

The primary concerns for KDP are Return on Equity, EPS Growth, Altman Z-Score.

Bear Case : UBS

No major red flags identified for UBS, but monitor valuation.

Key Dynamics to Monitor

KDP profiles as a value stock while UBS is a mature play — different risk/reward profiles.

UBS carries more volatility with a beta of 0.83 — expect wider price swings.

UBS is growing revenue faster at 13.8% — sustainability is the question.

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

Bottom Line

UBS scores higher overall (79/100 vs 61/100), backed by strong 17.8% margins and 13.8% revenue growth. KDP offers better value entry with a 59.0% 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.

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.

UBS Group AG

FINANCIAL SERVICES · BANKS - DIVERSIFIED · USA

UBS Group AG, provides advice and financial solutions to private, institutional and corporate clients worldwide. The company is headquartered in Zurich, Switzerland.

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