WallStSmart

PepsiCo Inc (PEP)vsConstellation Brands Inc Class A (STZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

PepsiCo Inc generates 970% more annual revenue ($96.90B vs $9.06B). STZ leads profitability with a 20.1% profit margin vs 10.8%. PEP appears more attractively valued with a PEG of 1.46. STZ earns a higher WallStSmart Score of 72/100 (B).

PEP

Strong Buy

71

out of 100

Grade: B

Growth: 6.7Profit: 8.0Value: 6.0Quality: 4.0
Piotroski: 3/9Altman Z: 2.26

STZ

Strong Buy

72

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 5.0Quality: 5.0
Piotroski: 5/9Altman Z: 2.08
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

PEPFair Value (-1.9%)

Margin of Safety

-1.9%

Fair Value

$140.22

Current Price

$142.86

$2.64 premium

UndervaluedFair: $140.22Overvalued

Intrinsic value data unavailable for STZ.

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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
$185.30B9/10

Large-cap with strong market position

P/E RatioValuation
17.7x8/10

Attractively priced relative to earnings

Free Cash FlowQuality
$1.50B8/10

Generating 1.5B in free cash flow

STZ6 strengths · Avg: 8.7/10
Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

P/E RatioValuation
12.7x8/10

Attractively priced relative to earnings

Price/BookValuation
2.7x8/10

Reasonable price relative to book value

EPS GrowthGrowth
30.7%8/10

Earnings expanding 30.7% YoY

Areas to Watch

PEP3 concerns · Avg: 2.7/10
Price/BookValuation
9.1x4/10

Trading at 9.1x book value

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Debt/EquityHealth
2.411/10

Elevated debt levels

STZ3 concerns · Avg: 2.3/10
Debt/EquityHealth
1.283/10

Elevated debt levels

PEG RatioValuation
2.532/10

Expensive relative to growth rate

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : PEP

The strongest argument for PEP centers on Return on Equity, EPS Growth, Market Cap. PEG of 1.46 suggests the stock is reasonably priced for its growth.

Bull Case : STZ

The strongest argument for STZ centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 20.1% and operating margin at 35.9%.

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.

Bear Case : STZ

The primary concerns for STZ are Debt/Equity, PEG Ratio, Revenue Growth.

Key Dynamics to Monitor

PEP profiles as a value stock while STZ is a declining play — different risk/reward profiles.

STZ carries more volatility with a beta of 0.38 — expect wider price swings.

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

PEP generates stronger free cash flow (1.5B), providing more financial flexibility.

Bottom Line

STZ scores higher overall (72/100 vs 71/100), backed by strong 20.1% margins. Both earn "Strong Buy" and "Strong 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.

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.

Constellation Brands Inc Class A

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Constellation Brands, Inc., headquartered in Victor, New York, is an American producer and marketer of beer, wine, and spirits.

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