PEP - Risk

Elevated Business & Solvency Risk

Caution: In addition to price volatility, there are balance sheet risks due to higher debt or weaker liquidity (Health Score: 50/100).

Transparent evaluation of price volatility (SRI), Beta, and historical drawdowns.

Volatility Risk Score

5/7 Elevated

5 / 7 SRI Price Fluctuation & Beta

Above-average volatility. Suitable for experienced investors with high risk tolerance (5+ years horizon).

Beta (Market Relation)

Defensive

Volatility (5Y p.a.)

19.0% p.a.

5-Year Horizon

Max Drawdown (5Y)

-36.9%

5-Year Horizon

Sharpe Ratio

-0.33

Return / Risk

Elevated Risk / Growth: Score Basis:

Historical volatility, drawdowns, and risk-adjusted return across 1, 3, 5, and 10 years.

Timeframe	Volatility (p.a.)	Max Drawdown	Sharpe Ratio	Return (p.a.)
1 Year	—	—	—	-7.6%
3 Years	20.1%	-32.4%	-0.49	-7.3%
5 Years	19.0%	-36.9%	-0.33	-3.8%
10 Years	20.0%	-36.9%	-0.03	+1.9%

Single Stock Risk: Investing in an individual stock carries full company and insolvency risk (no fund diversification).

Critical leverage: Debt-to-Equity is at 231%.

Shareholder rights, board structure and audit safety (Scale 1 = Low Risk, 10 = High Risk)

Overall Governance Risk

3 ISS Score: 3 / 10

Audit Risk

8 ISS Score: 8 / 10

Board Risk

4 ISS Score: 4 / 10

Short Ratio

3.46