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KO vs PEP Stock | Which One to Buy? 

Nanalyze
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KO vs PEP - which stock is the better buy? Both companies are dividend champions of about the same size. Pepsi drives a majority of their revenues from the sale of food snack products, while Coke has two-thirds of revenues coming from across the globe (compared to 40% for Pepsi). Coke stock shows better gross margins, and consequently, operating margins, while Pepsi has shows a stronger track record of dividend growth. Like choosing between the two drinks, it comes down to personal preference.
RESEARCH PIECES USED IN THIS VIDEO:
1. 7 Ways Coca-Cola Uses AI and Big Data
www.nanalyze.com/2018/01/coca...
CHAPTERS:
Intro
KO vs PEP - Two dividend champions
Coke's global appeal
Pepsi's pervasive snacks
Gross and operating margins
Dividend growth - PEP vs KO
Conclusion
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Read all the Nanalyze Premium articles you'd like for free! Sign up for a 30-day trial of our monthly subscription with no strings attached: www.nanalyze.com/subscription...
DISCLAIMER: Our content is intended to be used and must be used for informational purposes only. It is very important to do your own analysis before making any investment based on your own personal circumstances. You should take independent financial advice from a professional in connection with, along with independently researching and verifying, any information contained within our RU-vid videos or on our website, whether for the purpose of making an investment or otherwise.
$KO
$PEP
#dividendstocks
#dividendgrowth
#dividends

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18 сен 2023

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Комментарии : 38   
@Nanalyze
@Nanalyze 10 месяцев назад
We don't run ads so we need your help. Please subscribe and support this channel. 🙏 ru-vid.com
@supersonicej
@supersonicej 9 месяцев назад
Great video, thanks!
@Nanalyze
@Nanalyze 9 месяцев назад
Thank you for the kind words!
@shoelessjoe428
@shoelessjoe428 10 месяцев назад
So basically whenever any kind of competitive threat comes along, they buy it! That's a solid business model, with no ceiling.
@Nanalyze
@Nanalyze 10 месяцев назад
A portfolio of brands
@martinmorris6271
@martinmorris6271 10 месяцев назад
I think that even though we compare them as similar they are very different. Coke dominates the beverage Pepsi dominates the snacks. I think owning both is not a competition as a Super Bowl party will have coke and Doritos. Most people that go to a Sub sandwich shop will have a PepsiCo chip with a coke.
@Nanalyze
@Nanalyze 10 месяцев назад
Good point. Owning both could be argued as a good idea. To do that, you'd have to look at stock price correlation over a long period of time to truly see if they offer similar performance profiles.
@DingoAteMeBaby
@DingoAteMeBaby 10 месяцев назад
Pure play!
@Nanalyze
@Nanalyze 10 месяцев назад
...on sugary waters and high calorie snacks
@daniuskac1527
@daniuskac1527 10 месяцев назад
Definitely, Joe! KO looks more attractive.
@Nanalyze
@Nanalyze 10 месяцев назад
Let's hope that payout ratio goes low enough so larger raises are in order
@paulpoco22
@paulpoco22 7 месяцев назад
7:25 in Canada it is for chips: Old Dutch 40% & Lays/Doritos 40% & 10% store brand.
@Nanalyze
@Nanalyze 7 месяцев назад
Thank you for that info! Very useful, eh. ;)
@Jamielein
@Jamielein 10 месяцев назад
Next to KO vs TKO ;)
@Nanalyze
@Nanalyze 10 месяцев назад
Noted in the queue ;)
@Brock871
@Brock871 9 месяцев назад
I like PEP more, also work for the company. But this is the first time i feel a bit good about KO. Did not know they had so many strong brands.
@Nanalyze
@Nanalyze 9 месяцев назад
Both of these firms do a lot more than people think. If you work for PEP, then maybe you get some equity exposure from that. They're both solid companies.
@asphaltandtacos
@asphaltandtacos 10 месяцев назад
I am going to stick with Pepsi going forward. They have a great dividend history coupled with better capital appreciation. I believe the political stance associated Coca Cola has taken has its toll on the company resulting in a flat stock price. The only concern with Pepsi is the payout ratio which should be lower.
@Nanalyze
@Nanalyze 10 месяцев назад
Makes sense. Companies that get into politics do their shareholders a great disservice. Hopefully now that the ESG extortionists are being exposed for what they are, companies will feel less compelled to pretend like they care about divisive issues.
@Sicksociety334
@Sicksociety334 10 месяцев назад
I’m not sure why it took your video to make me finally add KO to my portfolio….
@Nanalyze
@Nanalyze 10 месяцев назад
It's a timeless classic :)
@Uwill49
@Uwill49 6 месяцев назад
Why not both ?
@Nanalyze
@Nanalyze 6 месяцев назад
You sure could! We just have limited slots (30) in our DGI portfolio and wanted to choose one since both have similar risk profiles.
@justinjohnson8398
@justinjohnson8398 10 месяцев назад
its a blonde or brunette situation
@Nanalyze
@Nanalyze 10 месяцев назад
Good analogy
@paulpoco22
@paulpoco22 7 месяцев назад
KO should buy "Old Dutch Foods" in Canada to have chips like PEP.
@Nanalyze
@Nanalyze 7 месяцев назад
Would be interesting to see the margins on snacks vs drinks.
@MrMentalpuppy
@MrMentalpuppy 10 месяцев назад
ARM video soon 😮
@Nanalyze
@Nanalyze 10 месяцев назад
We wrote about them a month ago so probably three months at least before we revisit: www.nanalyze.com/2023/08/arm-ipo-under-the-hood/
@ramcd2005
@ramcd2005 10 месяцев назад
Did i see starbucks logo in your Pepsi brands slide?
@Nanalyze
@Nanalyze 10 месяцев назад
Good eye my good man. We did a double take too. Yep, the two partnered. From the horse's mouth: "More than 20 years ago, Starbucks and PepsiCo started the Ready-to-Drink (RTD) coffee category with the launch of the iconic Frappuccino® coffee drink. What started as a nascent category has grown to be a more than $2 billion retail business and Starbucks is the leader in RTD coffee with 97 percent share."
@ramcd2005
@ramcd2005 10 месяцев назад
@@Nanalyze very interesting! Great video as always, Joe.
@garybalatennis
@garybalatennis 7 месяцев назад
Coke or Pepsi? That is the question. To be or not to be? North or South? Godzilla v. King Kong? Alien v. Predator? Yin or Yang? Cigarette or Cigar? Beer or Wine? Vanilla or Chocolate? Coffee or Tea? Ginger or Mary Ann?
@Nanalyze
@Nanalyze 7 месяцев назад
Indica or sativa?
@MrBeatzFactory
@MrBeatzFactory 10 месяцев назад
I don't think that Pepsi will be able to sustain that kind of dividend growth with lower margins than Coke.
@Nanalyze
@Nanalyze 10 месяцев назад
Doesn't seem like it
@boratsmagadijev940
@boratsmagadijev940 10 месяцев назад
Why you have to choose between, both look amazing and better then average companies to own...but hey what do I know
@Nanalyze
@Nanalyze 10 месяцев назад
Certainly an option to hold both. For our portfolio, we wanted to spread the net as wide as possible for varied exposures.
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