PepsiCo, Inc. (PEP), Mondelez International Inc (MDLZ): Next Steps From a Mighty Activist Investor

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PepsiCo’s shareholders could indeed extract some value out of a transaction such as the one mentioned above. Mondelez trades at 13x 2013 EV/EBITDA and The Coca-Cola Company (NYSE:KO) and InBev trade at 14x and 13x 2013 EV/EBITDA, respectively. Meanwhile, Pepsico trades at 12x 2013 EV/EBITDA. The valuation gap plus significant potential synergies could justify a deal going forward. Just in case, keep Pepsico and Mondelez on your watch-list.

The article Next Steps From a Mighty Activist Investor originally appeared on Fool.com and is written by Federico Zaldua.

Federico is a member of The Motley Fool Blog Network — entries represent the personal opinion of the blogger and are not formally edited.

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