PEPSI VS COCA-COLA
For me, these two stocks are on a high so far. However, when the time comes I would like to buy a few shares of either $KO-0.8% or $PEP-0.4%.
I've been looking at their financial statements and they look very similar and nice to me. I have to say that I like $PEP-0.4% better on some items and with the rise in share price, $PEP-0.4% is also doing better.
PepsiCo
PEP
Coca-Cola
KOMarket Cap
308B
P/E
29.01
Div. Yield
2.74%
EV
342B
P/S
6.55
Payout
78.63%
If I had to decide for myself, I would probably choose Pepsi. However, I haven't heard of anyone having Pepsi in their portfolio instead of $KO-0.8%.
I don't know if it's the name and reputation of Coca Cola, or if I've missed something fundamental.
I'd appreciate your opinion and your perspective on these two companies.
I would go for $PEP-0.4% they have a more diversified portfolio, there was a summary somewhere here on Bulios so be sure to check it out.
I guess$KO-0.8% really only has an advantage in name.
What is the one word the whole world knows? Yes, Coca-cola, Moat is clearly on the side of $KO-0.8% but personally I have to say that I also like $PEP-0.4% better in both stock and taste... :D
On Bulios dividends we recently addressed this. With Pepsi, I like its diversification and products, but CocaCola has a strong edge in pricing power. Not an easy choice.
I guess it depends if you prefer drinks or food? PEP has 60% of its revenue outside of beverages.
Both are good defensive options for the long term. I would have a hard time deciding which one to choose for my portfolio though.
I'll probably take the ETF, it would seem a bit safer https://www.justetf.com/en/etf-profile.html?isin=IE00BWBXM385#overview
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$KO-0.8% for me 24/7 👍
I have both :D I'm happy with both :)