KO:NYE-The Coca-Cola Company (USD)

COMMON STOCK | Beverages—Non-Alcoholic | NYE

Last Closing Price

USD 45.00

Change

+2.19 (+5.12)%

Market Cap

USD 193.20B

Volume

0.02B

Average Target Price

USD 58.82 (+30.71%)
Average Analyst Rating

Verdict

Fundamental Analysis

Verdict

About

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks; water, enhanced water, and sports drinks; juice, dairy, and plant–based beverages; tea and coffee; and energy drinks. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers, such as restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, Fanta, Fresca, Schweppes, Sprite, Thums Up, Aquarius, Ciel, Dasani, glacéau smartwater, glacéau vitaminwater, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, Minute Maid Pulpy, Simply, ZICO, Ayataka, Costa, dogadan, FUZE TEA, Georgia, Gold Peak, HONEST TEA, and Kochakaden brands. It operates through a network of company-owned or controlled bottling and distribution operators, as well as through independent bottling partners, distributors, wholesalers, and retailers. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Technical Indicators

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2020-03-30 )

Largest Industry Peers for Beverages—Non-Alcoholic

Symbol Name Price(Change) Market Cap Price / Earning Ratio EV/EBITDA
KOF Coca-Cola FEMSA, S.A.B. de C.V

+0.64 (+1.65%)

USD74.76B 10.37 N/A
KDP Keurig Dr Pepper Inc

+0.40 (+1.64%)

USD34.30B 27.70 14.63
CCEP Coca-Cola European Partners pl..

+3.24 (+9.65%)

USD16.12B 18.10 N/A
COT Primo Water Corporation

+0.25 (+2.86%)

USD1.97B 731.00 8.29
AKO-B Embotelladora Andina S.A

+0.30 (+2.50%)

USD1.89B 12.58 N/A
AKO-A Embotelladora Andina S.A

+0.61 (+5.93%)

USD1.62B 10.79 N/A
REED Reed's, Inc

-0.01 (-2.08%)

USD0.02B N/A -2.20

ETFs Containing KO

Symbol Name Weight Mer Price(Change) Market Cap
XUCS:LSE Xtrackers MSCI USA Consum.. 12.02 % 0.12 %

N/A

USD0.04B
XSCS:LSE Xtrackers MSCI USA Consum.. 12.02 % 0.12 %

+67.25 (+2.78%)

USD0.04B
XUCS:XETRA Xtrackers MSCI USA Consum.. 12.02 % 0.12 %

+0.74 (+2.73%)

USD0.04B
ZPDS:F SPDR S&P U.S. Consumer St.. 11.65 % 0.15 %

+0.76 (+3.40%)

USD0.17B
SXLP:LSE SPDR S&P U.S. Consumer St.. 11.65 % 0.15 %

+0.69 (+2.78%)

USD0.17B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 11.65 % 0.15 %

+0.62 (+2.75%)

USD0.17B
XLP Consumer Staples Select S.. 11.64 % 0.13 %

+2.09 (+3.91%)

USD13.10B
2B7D:XETRA iShares S&P 500 Consumer .. 11.60 % 0.15 %

+0.13 (+2.66%)

USD0.05B
IUCS:LSE iShares S&P 500 Consu.. 11.60 % 0.15 %

+0.14 (+2.69%)

USD0.08B
ICSU:LSE iShares S&P 500 Consumer .. 11.60 % 0.15 %

+11.55 (+2.75%)

USD0.08B
FSTA Fidelity MSCI Consumer St.. 11.34 % 0.08 %

+1.24 (+3.92%)

USD0.57B
VDC Vanguard Consumer Staples.. 10.96 % 0.10 %

+5.12 (+3.79%)

USD5.68B
IYK iShares U.S. Consumer Goo.. 9.54 % 0.42 %

+3.20 (+2.99%)

USD0.49B
UGE ProShares Ultra Consumer .. 8.63 % 0.95 %

+2.24 (+6.98%)

USD6.80M
NEED Direxion Daily Cnsmr Stap.. 7.14 % 0.98 %

+1.89 (+10.58%)

USD5.24M
STPL:CA BMO Global Consumer Stapl.. 6.57 % 0.35 %

+0.38 (+2.03%)

USD0.03B
XDWS:XETRA Xtrackers MSCI World Cons.. 6.45 % 0.30 %

+0.66 (+2.23%)

USD0.23B
XDWS:LSE Xtrackers MSCI World Cons.. 6.45 % 0.30 %

+0.75 (+2.30%)

USD0.23B
XDWS:F Xtrackers MSCI World Cons.. 6.45 % 0.30 %

+1.13 (+3.88%)

USD0.23B
WCOS:LSE SPDR MSCI World Consumer .. 6.39 % 0.30 %

+0.80 (+2.49%)

USD0.04B
JHMS John Hancock Multifactor .. 5.97 % 0.40 %

+0.81 (+3.22%)

USD0.03B
PBJ Invesco Dynamic Food & Be.. 5.57 % 0.63 %

+1.00 (+3.67%)

USD0.06B
KXI iShares Global Consumer S.. 5.52 % 0.46 %

+1.53 (+3.25%)

USD0.70B
SCHD Schwab U.S. Dividend Equi.. 4.94 % 0.06 %

+1.33 (+2.99%)

USD10.70B
HDV iShares Core High Dividen.. 4.75 % 0.08 %

+2.61 (+3.72%)

USD6.67B
XMDU:F Xtrackers Morningstar US .. 4.57 % 0.35 %

N/A

USD5.00M
XHU:CA iShares U.S. High Dividen.. 4.54 % 0.33 %

+0.88 (+4.34%)

USD0.12B
XHD:CA iShares U.S. High Dividen.. 4.54 % 0.33 %

+0.40 (+1.79%)

USD0.18B
5HEE:XETRA Ossiam ESG Low Carbon Shi.. 3.78 % 0.00 %

+1.48 (+2.54%)

N/A
5HEE:F Ossiam ESG Low Carbon Shi.. 3.78 % 0.00 %

+1.00 (+1.73%)

N/A
XMDU:XETRA Xtrackers (IE) Public Lim.. 3.75 % 0.35 %

N/A

USD5.13M
EDOW First Trust Dow 30 Equal .. 3.72 % 0.50 %

+0.69 (+3.49%)

USD0.01B
RHS Invesco S&P 500 Equal Wei.. 3.21 % 0.40 %

+3.83 (+3.15%)

USD0.45B
HDIQ:LSE iShares MSCI USA Quality .. 3.14 % 0.35 %

+63.00 (+2.67%)

USD0.33B
XDU:CA iShares Core MSCI US Qual.. 3.14 % 0.14 %

+0.86 (+4.41%)

USD0.07B
QDVD:XETRA iShares MSCI USA Quality .. 3.14 % 0.35 %

+0.69 (+2.60%)

USD0.33B
QDIV:LSE iShares MSCI USA Quality .. 3.14 % 0.35 %

+0.78 (+2.67%)

USD0.33B
QDVD:F iShares MSCI USA Quality .. 3.14 % 0.35 %

+0.63 (+2.39%)

USD0.33B
XDUH:CA iShares Core MSCI US Qual.. 3.13 % 0.14 %

+0.58 (+3.22%)

USD0.02B
DHS:LSE WisdomTree US Equity Inco.. 3.11 % 0.29 %

+32.05 (+2.64%)

N/A
DHSA:LSE WisdomTree US Equity Inco.. 3.11 % 0.29 %

N/A

N/A
DHSD:LSE WisdomTree US Equity Inco.. 3.11 % 0.29 %

+0.17 (+1.13%)

N/A
DHSP:LSE WisdomTree US Equity Inco.. 3.11 % 0.29 %

N/A

N/A
DHSG:LSE WisdomTree US Equity Inco.. 3.11 % 0.35 %

N/A

N/A
DHS WisdomTree U.S. High Divi.. 3.11 % 0.38 %

+1.52 (+2.72%)

USD0.84B
WTEU:XETRA WisdomTree US Equity Inco.. 3.09 % 0.29 %

+0.34 (+2.46%)

N/A
WTDY:XETRA WisdomTree US Equity Inco.. 3.09 % 0.35 %

+0.16 (+1.20%)

N/A
WTD9:XETRA WisdomTree US Equity Inco.. 3.09 % 0.29 %

+0.25 (+1.76%)

N/A
WTDY:F WisdomTree US Equity Inco.. 3.09 % 0.35 %

-0.06 (-0.44%)

N/A
WTEU:F WisdomTree US Equity Inco.. 3.09 % 0.29 %

+0.20 (+1.44%)

N/A
WTD9:F WisdomTree US Equity Inco.. 3.09 % 0.29 %

+0.07 (+0.52%)

N/A
XDND:F Xtrackers MSCI North Amer.. 3.04 % 0.39 %

+0.16 (+0.56%)

USD0.05B
XDND:XETRA Xtrackers MSCI North Amer.. 3.04 % 0.39 %

+0.76 (+2.71%)

USD0.05B
XDND:LSE Xtrackers MSCI North Amer.. 3.04 % 0.39 %

N/A

USD0.05B
USMC Principal U.S. Mega-Cap M.. 3.02 % 0.12 %

+0.85 (+3.34%)

USD1.42B
HID-B:CA WisdomTree U.S. High Divi.. 2.96 % 0.40 %

N/A

N/A
HID:CA WisdomTree U.S. High Divi.. 2.96 % 0.40 %

N/A

USD4.31M
JKD iShares Morningstar Large.. 2.93 % 0.20 %

+4.12 (+2.85%)

USD0.79B
ZISG:LSE BMO MSCI USA Income Leade.. 2.79 % 0.40 %

N/A

USD2.19M
ZILS:LSE BMO MSCI USA Income Leade.. 2.78 % 0.35 %

N/A

USD0.03B
PFM Invesco Dividend Achiever.. 2.74 % 0.54 %

+0.87 (+3.59%)

USD0.29B
SHE SPDR SSGA Gender Diversit.. 2.69 % 0.20 %

+1.57 (+2.67%)

USD0.13B
RWDC Direxion MSCI Defensives .. 2.65 % 0.46 %

+1.85 (+4.31%)

USD9.59M
XDWY:LSE Xtrackers MSCI World High.. 2.56 % 0.29 %

+0.45 (+2.87%)

USD0.03B
XDG:CA iShares Core MSCI Global .. 2.56 % 0.20 %

+0.83 (+4.65%)

USD0.11B
XDGH:CA iShares Core MSCI Global .. 2.56 % 0.20 %

+0.21 (+1.19%)

USD0.04B
XDWY:XETRA Xtrackers MSCI World High.. 2.56 % 0.29 %

+0.29 (+2.02%)

USD0.03B
WQDS:LSE iShares MSCI World Qualit.. 2.55 % 0.38 %

+10.30 (+2.92%)

USD0.10B
WQDV:LSE iShares MSCI World Qualit.. 2.55 % 0.38 %

+0.13 (+2.93%)

USD0.10B
HEA-U:CA Horizons Enhanced Income .. 2.39 % 0.83 %

+0.46 (+5.01%)

N/A
FCQH:CA Fidelity U.S. High Qualit.. 2.28 % 0.43 %

+0.66 (+2.58%)

USD5.73M
UXM:CA CI First Asset Morningsta.. 2.14 % 0.68 %

-0.04 (-0.36%)

USD0.04B
FCUQ:CA Fidelity U.S. High Qualit.. 2.14 % 0.00 %

+1.25 (+4.60%)

USD0.07B
UXM-B:CA CI First Asset Morningsta.. 2.14 % 0.67 %

-0.35 (-2.53%)

N/A
VYM Vanguard High Dividend Yi.. 2.13 % 0.06 %

+2.37 (+3.40%)

USD35.14B
FTCS First Trust Capital Stren.. 2.12 % 0.60 %

+1.40 (+2.85%)

USD3.30B
DGRO iShares Core Dividend Gro.. 2.01 % 0.08 %

+1.04 (+3.23%)

USD9.73B
UEFZ:F UBS ETF - SBI Foreign AAA.. 1.85 % 0.20 %

-0.06 (-0.46%)

USD0.19B
UEFZ:XETRA UBS ETF - SBI Foreign AAA.. 1.85 % 0.20 %

-0.04 (-0.34%)

USD0.19B
UESG:LSE Lyxor MSCI USA ESG Leader.. 1.75 % 0.00 %

N/A

USD0.05B
LESU:XETRA Lyxor MSCI USA ESG Leader.. 1.75 % 0.00 %

+0.28 (+1.59%)

USD0.05B
LESU:F Lyxor MSCI USA ESG Leader.. 1.75 % 0.00 %

+0.36 (+2.06%)

USD0.05B
DEW WisdomTree Global High Di.. 1.74 % 0.58 %

+0.84 (+2.50%)

USD0.08B
SUSL iShares ESG MSCI USA Lead.. 1.74 % 0.10 %

+1.64 (+3.70%)

USD1.79B
DSI iShares MSCI KLD 400 Soci.. 1.68 % 0.25 %

+3.56 (+3.72%)

USD1.77B
IOO iShares Global 100 ETF 1.67 % 0.40 %

+1.65 (+3.79%)

USD2.01B
SCHV Schwab U.S. Large-Cap Val.. 1.64 % 0.04 %

+1.21 (+2.76%)

USD6.34B
CATH Global X S&P 500 Catholic.. 1.63 % 0.29 %

+0.94 (+3.01%)

USD0.29B
XMVU:LSE Xtrackers MSCI USA Minimu.. 1.59 % 0.20 %

N/A

USD4.54M
XMS:CA iShares Edge MSCI Min Vol.. 1.59 % 0.33 %

+0.25 (+1.04%)

USD0.06B
XMU:CA iShares Edge MSCI Min Vol.. 1.58 % 0.33 %

N/A

USD0.44B
WESG:LSE Lyxor MSCI World ESG Tren.. 1.13 % 0.00 %

N/A

USD0.04B
LESW:XETRA Lyxor MSCI World ESG Tren.. 1.10 % 0.00 %

+0.27 (+1.62%)

USD0.04B
LESW:F Lyxor MSCI World ESG Tren.. 1.10 % 0.00 %

+0.25 (+1.47%)

USD0.04B
FLUS:CA Franklin LibertyQT U.S. E.. 1.08 % 0.28 %

+0.71 (+3.18%)

USD0.22B
FLXU:XETRA Franklin LibertyQ U.S. Eq.. 1.08 % 0.25 %

+0.59 (+2.35%)

USD0.05B
FLXU:F Franklin LibertyQ U.S. Eq.. 1.08 % 0.25 %

+0.94 (+3.87%)

USD0.05B
VHYD:LSE Vanguard FTSE All-World H.. 1.05 % 0.29 %

+0.77 (+1.84%)

USD1.04B
DFU:CA Desjardins USA Multifacto.. 1.02 % 0.58 %

+2.96 (+15.94%)

USD0.03B
ULOV:LSE UBS (Irl) ETF plc - Facto.. 0.79 % 0.35 %

N/A

N/A
IIGD Invesco Investment Grade .. 0.00 % 0.13 %

+0.11 (+0.42%)

USD0.07B
JGRE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

N/A

USD0.04B
JREG:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

N/A

USD0.04B
EVGBC Eaton Vance Global Income.. 0.00 % 0.85 %

+0.09 (+1.13%)

USD6.07M
QDVW:XETRA iShares II Public Limited.. 0.00 % 0.00 %

+0.07 (+1.78%)

N/A
LDRI Invesco LadderRite 0-5 Ye.. 0.00 % 0.22 %

N/A

USD0.01B
PRP:CA Purpose Conservative Inco.. 0.00 % 0.71 %

N/A

USD6.80M
VGWD:XETRA Vanguard FTSE All-World H.. 0.00 % 0.00 %

+0.60 (+1.58%)

N/A
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

+0.09 (+0.10%)

USD269.03B
JREG:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

+0.38 (+1.87%)

USD0.04B

Market Performance

  Market Performance vs.
Industry/Classification (Beverages—Non-Alcoholic)
Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain -18.70% 88% B+ 63% D
Dividend Return 0.74% 100% A+ 43% F
Total Return -17.96% 88% B+ 64% D
Trailing 12 Months  
Capital Gain -3.97% 100% A+ 76% C
Dividend Return 3.44% 100% A+ 70% C-
Total Return -0.53% 100% A+ 79% C+
Trailing 5 Years  
Capital Gain 10.97% 100% A+ 78% C+
Dividend Return 18.35% 100% A+ 67% D+
Total Return 29.32% 100% A+ 80% B-
Average Annual (5 Year Horizon)  
Capital Gain 6.36% 71% C- 65% D
Dividend Return 3.38% 100% A+ 67% D+
Total Return 9.74% 86% B 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.21% 86% B 85% B
Risk Adjusted Return 118.54% 100% A+ 93% A
Market Capitalization 193.20B 100% A+ 99% A+
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Key Financial Ratios

  Ratio vs. Industry/Classification
(Beverages—Non-Alcoholic)
Ratio vs. Market
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 21.74 43% F 26% F
Price/Book Ratio 10.15 25% F 5% F
Price / Cash Flow Ratio 18.45 25% F 13% F
EV/EBITDA 18.25 25% F 14% F
Management Effectiveness  
Return on Equity 44.75% 100% A+ 96% A
Return on Invested Capital 17.98% 100% A+ 90% A-
Return on Assets 7.83% 100% A+ 89% B+
Debt to Equity Ratio 145.08% 25% F 23% F
Technical Ratios  
Short Ratio 1.72 75% C 52% F
Short Percent 0.81% 100% A+ 89% B+
Beta 0.43 75% C 80% B-
Letter Grade Percentage Letter Grade Percentage Letter Grade Percentage
A+ 97%-100% A 93%-96% A- 90%-92%
B+ 97%-89% B 83%-86% B- 80%-82%
C+ 77%-79% C 73%-76% C- 70%-72%
D+ 67%-69% D 63%-66% D- 60%-62%
F 0%-59%

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

Fundamental Analysis Breakdown

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

Superior total returns

The stock has outperformed its sector peers on average annual total returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile.

High dividend returns

The stock has outperformed its sector peers on average annual dividend returns basis in the past 5 years (for a hold period of at least 12 months) and is in the top quartile. This can be a good buy, especially if it is outperforming on total return basis , for investors seeking high income yields.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters then its peers, placing it in the top quartile.

Superior capital utilization

The company management has delivered better return on invested capital in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Higly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Earnings Growth

This stock has shown below median earnings growth in the previous 5 years compared to its sector