Food & Beverages Industry Report
Market Cap: $1.4T
Stocks: 63
Median P/E: 20.1x
Median ROIC: 8.3%
Data sourced from SEC EDGAR filings. Report refreshed weekly.
Part of the Consumer Defensive sector.
Performance Dashboard
| Period | Sector (MCW) | Sector (Median) |
|---|---|---|
| 1 Day | -0.4% | 0.0% |
| 1 Week | -1.4% | +0.7% |
| 1 Month | — | — |
| 3 Months | — | — |
| 6 Months | — | — |
| YTD | +0.0% | +0.1% |
| 1 Year | +10.6% | -19.9% |
| 3 Years | +4.5% | -17.6% |
| 5 Years | +25.5% | -45.2% |
Today's Breadth: 18 advancing · 20 declining · 4 flat
Valuation Summary
| Metric | Median | P25 | P75 | vs 5Y Avg |
|---|---|---|---|---|
| P/E | 20.1x | 11.3x | 27.2x | +2% |
| P/B | 1.9x | 0.9x | 3.8x | -12% |
| P/S | 1.0x | 0.4x | 2.3x | — |
| P/FCF | 14.5x | 8.7x | 23.3x | — |
| EV/EBITDA | 11.9x | 9.3x | 15.7x | — |
| EV/EBIT | 15.9x | 11.8x | 23.9x | — |
Earnings Yield
4.7%
FCF Yield
4.6%
Below Fair Value
41% of stocks
Profitability Profile
Margins
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| Gross Margin | 33.3% | 31.7% | 21.4% | 45.6% |
| Operating Margin | 5.3% | — | 1.6% | 11.5% |
| Net Margin | 4.5% | 4.2% | 0.0% | 9.1% |
| FCF Margin | 6.2% | — | 1.7% | 9.5% |
Returns on Capital
| Metric | Median | 5Y Avg | P25 | P75 |
|---|---|---|---|---|
| ROE | 9.3% | — | 2.1% | 15.3% |
| ROA | 4.3% | — | 0.9% | 7.1% |
| ROIC | 8.3% | 8.8% | 3.0% | 15.0% |
Growth Metrics
| Metric | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|
| Revenue | +3.2% | +5.2% | +6.9% |
| EPS | +14.1% | -1.2% | +4.2% |
| Free Cash Flow | -7.5% | +6.8% | +3.9% |
All values represent sector median growth rates.
Balance Sheet Health
Debt / Equity
0.4x
Net Debt / EBITDA
2.1x
Interest Coverage
2.9x
Current Ratio
1.6x
Altman Z-Score
Safe (>3): 21 (38%)
Gray (1.8–3): 16 (29%)
Distress (<1.8): 18 (33%)
Piotroski F-Score
Strong (7–9): 9 (14%)
Moderate (4–6): 40 (63%)
Weak (0–3): 14 (22%)
Top Companies
| Symbol | #▲ | Mkt Cap | P/E | EV/EBITDA | ROIC | Net Mgn | Rev Gr. | Div Yld | YTD | Qual. |
|---|---|---|---|---|---|---|---|---|---|---|
| KO | 1 | $329.4B | 23.0x | 22.5x | 18.8% | 27.3% | +1.9% | 2.9% | -0.0% | 5/9 |
| PEP | 2 | $214.1B | 24.0x | 16.3x | 14.7% | 8.8% | +2.3% | 3.9% | -1.5% | 3/9 |
| DEO | 3 | $190.3B | 92.6x | — | 7.8% | 9.1% | +0.3% | 1.0% | +0.1% | 3/9 |
| BRIM-IC | 4 | $149.0B | — | — | 7.1% | 14.7% | +10.2% | 1.9% | — | 2/9 |
| MDLZ | 5 | $74.8B | 28.6x | 17.8x | 6.2% | 6.4% | +5.8% | 3.6% | +6.6% | 2/9 |
| SALM-OL | 6 | $73.0B | 22.8x | 12.1x | 12.1% | 11.3% | -7.6% | 6.8% | — | 5/9 |
| ABEV | 7 | $49.3B | 13.2x | 20.9x | 18.0% | 18.1% | -3.8% | — | -7.8% | 5/9 |
| DGEAF | 8 | $46.9B | — | — | 19.3% | 9.1% | +0.3% | — | -0.4% | 2/9 |
| KDP | 9 | $35.4B | 18.1x | 13.1x | 6.6% | 12.5% | +8.2% | 3.3% | +3.4% | 3/9 |
| ADM | 10 | $33.8B | 25.8x | 11.2x | 5.2% | 1.3% | -6.2% | 3.5% | -1.5% | 4/9 |
| STZ | 11 | $29.8B | — | 52.8x | 1.8% | -0.8% | +2.5% | 2.4% | +2.3% | 3/9 |
| TSN | 12 | $23.0B | 40.1x | 12.0x | 2.9% | 0.9% | +2.1% | 3.7% | +1.7% | 1/9 |
| AUSS-OL | 13 | $20.8B | 6.8x | 4.0x | 9.6% | 7.8% | +3.4% | 7.1% | — | 3/9 |
| BG | 14 | $20.5B | 18.0x | 10.9x | 6.9% | 1.2% | +32.4% | 3.2% | +0.1% | 2/9 |
| JDEP-AS | 15 | $15.3B | 32.8x | 11.9x | 3.5% | 4.5% | +3.6% | 2.9% | — | 2/9 |
| BF-B | 16 | $13.8B | 18.1x | 14.7x | 14.2% | 21.9% | -4.9% | 2.7% | +0.8% | 4/9 |
| ABF-L | 17 | $13.6B | 15.2x | 10.3x | 10.7% | 5.3% | +0.0% | 4.2% | — | 2/9 |
| DAR | 18 | $9.9B | — | — | — | 1.0% | +7.4% | — | +3.6% | 1/9 |
| TAP | 19 | $8.9B | — | — | -12.8% | -16.4% | -5.0% | 4.0% | +3.6% | 1/9 |
| PPC | 20 | $8.5B | 8.8x | 4.3x | 19.7% | 5.8% | +3.5% | 5.3% | +0.9% | 5/9 |
Industry Composition
| Industry | Stocks | Market Cap | % | |
|---|---|---|---|---|
| Beverages | 21 | $922.0B | 64.9% | |
| Agricultural Farm Products | 7 | $247.5B | 17.4% | |
| Food And Kindred Products | 12 | $93.8B | 6.6% | |
| Fats & Oils | 4 | $64.4B | 4.5% | |
| Packaged Foods | 10 | $40.2B | 2.8% | |
| Poultry Slaughtering And Processing | 2 | $31.5B | 2.2% | |
| Malt Beverages | 3 | $13.9B | 1.0% | |
| Food Distribution | 4 | $6.8B | 0.5% |
Quality Distribution
0
1
2
3
4
5
6
7
8
9
Quality Score (0-9)
High Quality (7+)
0%
Median Piotroski F
5/9
Profitable Years
5 of 10
Dividends & Shareholder Returns
Paying Dividends
54%
Median Div Yield
3.4%
Median Buyback Yield
0.2%
Shareholder Yield
3.2%
Payout Ratio
64.5%
Div Growth (3Y)
7.3%
Div Growth (5Y)
5.7%
Strengths & Weaknesses
Strengths
No notable strengths identified.
Weaknesses
- −[Financial Health]32.7% of companies fall in the Altman Z-Score distress zone (<1.8), indicating elevated bankruptcy risk within the sector.
- −[Leverage]Tight interest coverage at 2.9x, leaving limited cushion for debt servicing if earnings decline.
- −[Quality]Only 0.0% of companies score 7+ on the quality checklist, reflecting structural challenges in achieving consistent returns across the sector.