AIEQ0.050%
as of Sep 4
PEP
DefensivePEPSICO INC
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.
Close · 3M
-9.58%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals5
Win rate20% (1/5)
Avg buy return-2.12%
PQUS · Exit · 1d
weight 0.040% → 0 (exited)·stock down 1.1% in the 30 days before
Jul 31·entry $139.56·now $140.02
+0.33%
since Jul 31
PQUS · Weight decrease · 2d
weight 0.140% → 0.070% (-0.070 pp)·stock down 3.8% in the 30 days before
Jul 11·entry $138.49·now $140.02
+1.10%
since Jul 11
PQUS · New entry · 1d
weight 0 → 0.140% (new)·stock down 3.3% in the 30 days before
Jun 12·entry $144.27·now $140.02Fresh
-2.95%
since Jun 12
LQAI · Exit · 1d
weight 0.390% → 0 (exited)·stock up 2.0% in the 30 days before
Jul 7·entry $144.98·now $140.02
-3.42%
since Jul 7
LQAI · Weight increase · 2d
weight 0.360% → 0.400% (+0.040 pp)·stock up 1.6% in the 30 days before
Jul 2·entry $144.22·now $140.02Fresh
-2.91%
since Jul 2
LQAI · Weight decrease · 2d
weight 0.390% → 0.360% (-0.030 pp)·stock down 6.1% in the 30 days before
Jun 30·entry $135.40·now $140.02
+3.41%
since Jun 30
LQAI · Weight decrease · 3d
weight 0.400% → 0.370% (-0.030 pp)·stock down 5.7% in the 30 days before
Jun 22·entry $140.71·now $140.02
-0.49%
since Jun 22
LQAI · Weight decrease · 2d
weight 0.400% → 0.380% (-0.020 pp)·stock down 5.6% in the 30 days before
Jun 18·entry $142.02·now $140.02
-1.41%
since Jun 18
LQAI · Weight decrease · 2d
weight 0.410% → 0.390% (-0.020 pp)·stock down 3.3% in the 30 days before
Jun 12·entry $144.27·now $140.02
-2.95%
since Jun 12
LQAI · Weight increase · 2d
weight 0 → 0.410% (new)·stock down 3.4% in the 30 days before
Jun 10·entry $144.32·now $140.02Fresh
-2.98%
since Jun 10
LQAI · New entry · 1d
weight 0 → 0.400% (new)·stock down 7.7% in the 30 days before
Jun 9·entry $142.78·now $140.02Fresh
-1.93%
since Jun 9
LQAI · Exit · 1d
weight 0.100% → 0 (exited)·stock down 2.6% in the 30 days before
May 12·entry $151.85·now $140.02
-7.79%
since May 12
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of May 31
AIEQ recently exited PepsiCo, aligning with this framework's 'Fail' verdict primarily due to the lack of a margin of safety. The AI's decision to liquidate its position suggests it perceives the stock as currently overvalued or believes better investment opportunities are available.
- Circle of CompetencePepsiCo's well-established consumer brands and stable demand in the consumer staples sector allow for reasonable projection of ten-year cash flows.
- Economic MoatPepsiCo benefits from immense brand power and a vast global distribution network, which together form a durable economic moat.
- ManagementThe provided data does not offer sufficient information to thoroughly assess management's candor, capital allocation discipline, or skin in the game.
- Financial HealthPepsiCo exhibits strong financial performance with a very high current ROE of 43.89%, suggesting robust profitability and likely consistent owner earnings, though specific 10-year averages and debt details are not provided.
- Margin of SafetyThe company's valuation metrics, including a PER of 22.57 and EV/EBITDA of 27.07, suggest it is currently priced at a premium, leaving little to no margin of safety.
PepsiCo operates within a predictable circle of competence, boasts strong brand-driven economic moats, and demonstrates robust financial health. However, despite being a wonderful company, its current valuation metrics indicate a premium price, leaving no discernible margin of safety under this investment framework.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.