Computed head-to-head · 6 dimensions
PEP vs PM
PepsiCo, Inc. versus Philip Morris International Inc. — yield, safety, growth trend, cost, scale, and tax treatment.
PM wins 3–1 on our six-dimension comparison, but PEP can still be the better fit depending on your priorities — see each dimension below.
Scorecard at a glance
| Dimension | PEP | PM | Winner |
|---|---|---|---|
| Yield | 4.39% | 3.24% | PEP wins |
| Dividend safety | 5.6/10 | 8.0/10 | PM wins |
| Growth trend | +1.36% vs 5y | -1.38% vs 5y | PM wins |
| Volatility (beta) | 0.37 | 0.39 | Tie |
| Scale | $185.3B | $282.9B | PM wins |
| Tax efficiency | Qualified-eligible | Qualified-eligible | Tie |
| Overall | 1 wins | 3 wins | PM wins |
Dimension by dimension
PEP wins on yield (4.39% vs 3.24%)
On a $10,000 investment that's about $115 more in annual dividend income before taxes — though higher yield often comes with higher risk.
PM wins on safety (8.0/10 vs 5.6/10)
Our score combines yield zone, payout ratio, trend vs 5-year average, instrument type, and size. PM scores better on the weighted average of those factors.
PM shows healthier dividend-vs-price trend
PM's yield is 1.38% below its 5y average, versus 1.36% for PEP. Lower (or below-average) yield trend often means price appreciation outpaced distributions — a healthier signal.
Volatility (beta) is similar
Both tickers move with comparable sensitivity to the broader market.
PM is 1.5× larger by market cap
Larger companies tend to have tighter spreads, deeper liquidity, and lower closure risk.
Both pay qualified-dividend-eligible distributions
Neither is structurally flagged for ordinary-income tax treatment. Most distributions should qualify for the lower long-term capital gains rate if holding-period requirements are met.
How we compare these
Every comparison on this page is computed from current public data, not written by hand. Yield comes from the most recent dividend distribution annualized over current price. Safety scores combine yield zone, payout ratio, trend vs 5-year average, instrument type, and size — see our methodology for the exact formula. Tax-efficiency flags identify covered-call ETFs, REITs, and mREITs which distribute primarily as ordinary income.
This is educational, not investment advice.Scores reflect a snapshot of public data on the "as of" dates shown on each ticker's safety page. Verify on the issuer's investor relations page or your brokerage before making decisions.
Frequently asked
Which is better for income, PEP or PM?
PM wins 3–1 on our six-dimension comparison, but PEP can still be the better fit depending on your priorities — see each dimension below.
PEP vs PM: which has a higher dividend yield?
PEP yields 4.39% and PM yields 3.24%. On a $10,000 investment that's about $115 more in annual dividend income before taxes — though higher yield often comes with higher risk.
Is PEP or PM a safer dividend in 2026?
PEP scores 5.6/10 (Mixed) on the Infnits dividend safety scale. PM scores 8.0/10 (Strong). PM is the safer pick on our scoring model.
Which has better dividend growth, PEP or PM?
PM's yield is 1.38% below its 5y average, versus 1.36% for PEP. Lower (or below-average) yield trend often means price appreciation outpaced distributions — a healthier signal.
PEP vs PM: which is more tax-efficient?
Neither is structurally flagged for ordinary-income tax treatment. Most distributions should qualify for the lower long-term capital gains rate if holding-period requirements are met.
Already own PEP or PM? See if the other adds anything.
Connect your brokerage and Infnits checks whether adding PM to your existing portfolio actually diversifies — or just duplicates exposure (ETF look-through included).
Check overlap with my portfolio →