Bill.com Holdings Inc vs PepsiCo, Inc. — how do they compare? Bill.com Holdings Inc trades at $44.24 (market cap $4.12B), while PepsiCo, Inc. trades at $136.11 (market cap $184.87B). The key difference: PepsiCo, Inc. is far larger — about 44.9× Bill.com Holdings Inc's market cap, and PepsiCo, Inc. pays a 4.37% dividend while Bill.com Holdings Inc pays none. Which is the better fit depends on your goals.
| BILL | PEP | |
|---|---|---|
Market Cap | $4.12B | $184.87B |
Sector | Technology | Consumer Staples |
52-Week High | $56.32 | $170.44 |
52-Week Low | $31.96 | $133.81 |
Enterprise Value | $3.83B | $227.37B |
Dividend Yield | — | 4.37% |
Signals from Pluang's Aura AI — not financial advice
BILL Holdings trades at $42.86, up 3.63% today, with strong technical momentum and bullish analyst sentiment. The stock has consistently beaten earnings expectations in recent quarters, with Q1 2026 EPS of $0.68 surpassing the $0.55 estimate. Revenue growth is robust, rising from $642M in 2022 to $1.46B in 2025, though net margins remain thin at 0.01%. Recent leadership changes and a $1B buyback program signal strategic focus on growth and shareholder value.
Outlook is positive with a consensus price target of $48.00 implying 12% upside, supported by 56% analyst buy ratings. Key risks include high valuation multiples (P/E 213.91), competitive pressures in SaaS, and sensitivity to small business economic health. Cash flow trends show operational improvement, but investing outflows remain elevated.
PepsiCo (PEP) trades at $135.92, down 1.86% on the day, with a bearish technical signal but strong fundamentals. The stock has consistently beaten earnings estimates in recent quarters, with Q3 2026 results pending. Revenue grew to $93.93B in 2025, though net income margin dipped to 8.77%. Valuation ratios like a P/E of 17.75 and P/S of 1.92 appear reasonable. Recent news highlights price cuts on snacks like Doritos to address consumer pushback, while institutional investors show mixed activity.
The outlook is cautiously optimistic, supported by earnings beats and a 33% analyst buy rating, but near-term risks include competitive pressures and execution of pricing strategies. The consensus price target of $159.27 suggests upside potential, though technical weakness and margin pressures warrant monitoring. Key catalysts are Q3 2026 earnings and North American sales trends.
Trailing returns across standard periods
Latest headlines on both assets
Bill.com Holdings Inc is a provider of cloud-based software that simplifies, digitizes, and automates financial operations for SMBs. Its artificial-intelligence enabled financial software platform used mostly to build connections between customers, suppliers, and clients. The company's platform generates and process invoices, streamline approvals, send and receive payments, sync with their accounting system, and manage their cash. The firm generates revenue through subscription and transaction fees.
Read more on BILL →PepsiCo is one of the largest food and beverage companies globally. It makes, markets, and sells a slew of brands across the beverage and snack categories, including Pepsi, Mountain Dew, Gatorade, Doritos, Lays, and Ruffles. The firm uses a largely integrated go-to-market model, though it does leverage third-party bottlers, contract manufacturers, and distributors in certain markets. In addition to company-owned trademarks, Pepsi manufactures and distributes other brands through partnerships and joint ventures with companies such as Starbucks. The firm segments its operations into five primary geographies, with North America (comprising Frito-Lay North America, Quaker Foods North America, and North America beverages) constituting around 60% of consolidated revenue.
Read more on PEP →