Coca-Cola Europacific Partners Plc vs PepsiCo Inc

Coca-Cola Europacific Partners Plc (CCEP) is slightly undervalued and PepsiCo Inc (PEP) is slightly overvalued.

Against our estimates of intrinsic value, CCEP trades at the wider discount: a margin of safety of +11%, against -13% for PEP.

Values as of the 22 Sept 2026 close.

Coca-Cola Europacific Partners Plc (CCEP)

Discounting its cash flows at 7.5% (average of 3 methods) values the shares at $114.97; the price of $102.31 is 11% below that value, and 82% of that value comes from beyond year five.

Leak Score 81/100 on 3 of 12 signals

PepsiCo Inc (PEP)

Discounting its cash flows at 7.2% (average of 3 methods) values the shares at $115.59; the price of $131.19 is 13% above that value, and 82% of that value comes from beyond year five.

Leak Score 68/100 on 10 of 12 signals

MetricCCEPPEP
VerdictSlightly undervaluedSlightly overvalued
Price$102.31$131.19
Intrinsic value$114.97$115.59
Margin of safety+11%-13%
Leak Score81/100 (3/12)68/100 (10/12)
Market cap$45.3B$179.1B
Revenue growth, 5 years14.3%5.9%
Operating margin13.5%15.6%
Net margin9.3%10.8%
Return on equity24.6%51.6%
Debt to equity1.472.41
P/E19.8x17.2x
Forward P/E18.2x14.6x
P/B4.8x8.1x
Dividend yield2.5%4.5%

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