PepsiCo, Inc. vs Zoetis Inc — how do they compare? PepsiCo, Inc. trades at $137.4 (market cap $188.97B), while Zoetis Inc trades at $73.65 (market cap $30.40B). The key difference: PepsiCo, Inc. is far larger — about 6.2× Zoetis Inc's market cap, and PepsiCo, Inc. pays the higher dividend (4.28%). Which is the better fit depends on your goals.
| PEP | ZTS | |
|---|---|---|
Market Cap | $188.97B | $30.40B |
Sector | Consumer Staples | Health |
52-Week High | $170.44 | $150.61 |
52-Week Low | $134.95 | $71.91 |
Enterprise Value | $231.47B | $37.96B |
Dividend Yield | 4.28% | 2.88% |
Signals from Pluang's Aura AI — not financial advice
PepsiCo (PEP) trades at $138.45, up 0.6% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company maintains strong profitability with a 10.78% net margin and 51.59% ROE, though recent earnings beat expectations. Revenue grew to $93.93B in 2025, with a forward consensus price target of $158.79. Recent news highlights price cuts on snacks to address consumer pushback and a sponsorship withdrawal from a music festival.
The outlook is mixed: strong fundamentals and analyst buy ratings support upside, but technical bearishness and pricing strategy risks weigh. Investment appeal hinges on execution of North American turnaround and margin expansion. Key risks include competitive pressures and volatile cash flows. The stock offers a dividend yield near 4%, appealing for income-focused investors amid steady growth prospects.
Zoetis (ZTS) trades at $73.60, down 2.92% amid bearish technical signals and mixed earnings. The stock faces pressure from weakening U.S. companion animal sales and competitive headwinds, though profitability remains strong with 71.67% gross margins and 27.69% net income margin. Recent Q2 2026 earnings beat estimates but revenue missed, prompting a guidance cut. Analyst consensus is divided with 45% Buy ratings and a $93.40 price target, suggesting 27% upside from current levels.
The outlook balances valuation appeal (P/E of 12) against near-term operational challenges. Investment opportunity lies in market dominance and robust cash flow generation, while risks include sustained pet health demand softness and competitive pricing pressure. The stock trades near support at $73, with institutional sentiment mixed amid recent portfolio adjustments.
Trailing returns across standard periods
Latest headlines on both assets
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 →Zoetis sells anti-infectives, vaccines, parasiticides, diagnostics, and other health products for animals. The firm earns slightly less than half of total revenue from production animals (cattle, pigs, poultry, and so on), and more than half from companion animal (dogs, horses, cats) products make up the other half. Its U.S. business is heavily skewed toward companion animals, while its international business is slightly skewed toward production animals. The firm has the largest market share in the industry and was previously Pfizer's animal health unit.
Read more on ZTS →