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PepsiCo, Inc (PEPB34) Fair Value & Analysis

Consumer Defensive · BR · Market cap R$1.0T

PI PepsiCo, Inc PEPB34 · SA
PriceR$48.96
Fair ValueR$6.96
Upside-85.8%
Quality59/100
Evidence: High Range R$3.99 – R$9.66

Fair value as of: Jun 24, 2026

From 25 valuation models · updated 7 days ago

Fair value updated Jun 24, 2026 — revised from R$6.28 to R$6.96 (+10.8%) since Jun 23, 2026. Share price +5.3% over the past month.

Price vs Fair Value (12 months)

R$58.58 R$46.37 Fair Value R$6.96 Jun 2025 Jul 2026

12‑month range R$46.37 – R$58.58 · fair‑value band R$3.99 – R$9.66 · the R$48.96 price screens above the R$6.96 fair value. As of Jun 24, 2026.

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Analysis

PepsiCo, Inc (PEPB34) currently trades at R$48.96, while our model-based Fair Value estimate is R$6.96 — implying the stock looks roughly 85.8% overvalued today. We read business quality at 59/100 (solid quality), in the Consumer Defensive sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, PepsiCo, Inc generated revenue of R$95.4B at a net margin of 9.2%. Revenue grew 8.5% year over year. It earns a return on equity of 43.9%. Net debt stands at R$40.0B. Fundamentals as of Jun 24, 2026

Key figures & financial health

Revenue (TTM) R$95.4B
Revenue growth (YoY) +8.5%
Net margin 9.2%
Return on equity 43.9%
Free cash flow R$7.7B FY2025
P/E ratio 22.7
More key figures
Operating margin 17.0%
EPS (TTM) R$2.15
Dividend yield 12.0%
EPS growth (YoY) +27.8%
Net debt R$40.0B FY2025

Figures from reported company fundamentals (EODHD) · as of Jun 24, 2026. TTM = trailing twelve months.

About the company

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of various beverages and convenient foods worldwide. The company operates through six segments: PepsiCo Foods North America; PepsiCo Beverages North America; International Beverages Franchise; Europe, Middle East and Africa; Latin America Foods; and Asia Pacific Foods. It offers cereals, chips, dips, granola bars, oatmeal, pasta, rice, and syrups and mixes; refrigerated dips and spreads; beverage concentrates, fountain syrups, and finished goods; and ready-to-drink tea and coffee products. The company also provides SodaStream sparkling water makers and related products, as well as various dairy products under the Agusha, Chudo, and Domik v Derevne brands. It serves wholesale and other distributors, foodservice customers, grocery stores, drug stores, convenience stores, discount/dollar stores, mass merchandisers, membership stores, hard discounters, e-commerce retailers and authorized independent bottlers, …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

PepsiCo, Inc reported revenue of R$93.9B in FY2025 versus R$79.5B in FY2021, a compound +4.3%/yr. Reported net income was R$8.2B in FY2025, compounding +2.0%/yr from FY2021.

Revenue +4.3%/yr
FY21 R$79.5B
FY22 R$86.4B
FY23 R$91.5B
FY24 R$91.9B
FY25 R$93.9B
Net income +2.0%/yr
FY21 R$7.6B
FY22 R$8.9B
FY23 R$9.1B
FY24 R$9.6B
FY25 R$8.2B

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Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

6 more Beverages - Non-Alcoholic stocks, each showing price versus our Fair Value estimate (as of Jun 24, 2026).

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The Coca-Cola Company CCC3 €67.86 €16.47 -76%
PEP PEP 2,483 MXN 1,272 MXN -49%
Monster Beverage Corporation MNST $89.55 $40.91 -54%
Nongfu Spring Co 9633 HK$41.72 HK$74.64 +79%
Coca-Cola FEMSA, S.A. C2CA34 R$108.87 R$183.92 +69%
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Frequently asked questions

Is PepsiCo, Inc (PEPB34) undervalued?
As of Jun 24, 2026, our model estimates a fair value of R$6.96 versus a price of R$48.96 — about −86% (overvalued). Model-based estimate, not financial advice.
What is the fair value of PEPB34?
Our model-based fair value for PepsiCo, Inc is R$6.96 (as of Jun 24, 2026), built from audited fundamentals. The current price is R$48.96.
What is the quality score of PEPB34?
PepsiCo, Inc has a Quality Score of 59/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of PepsiCo, Inc (PEPB34)?
PepsiCo, Inc reported trailing-twelve-month revenue of about R$95.4B (latest available figure, as of Jun 24, 2026).
What is the net profit margin of PEPB34?
The net profit margin of PepsiCo, Inc is about 9.2%, meaning it keeps roughly 9.2% of revenue as net income. Based on the latest reported figures.
Does PepsiCo, Inc pay a dividend?
PepsiCo, Inc currently shows a dividend yield of about 11.98% relative to its recent price (as of Jun 24, 2026).

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

Educational research only · not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.