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

COMMON STOCK | Beverages—Non-Alcoholic | NYE

Last Closing Price

USD 44.88

Change

0.00 (0.00)%

Market Cap

USD 191.77B

Volume

0.02B

Average Target Price

USD 57.20 (+27.45%)
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: 2020-07-03 )

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

N/A

USD73.94B 145.69 3.23
KDP Keurig Dr Pepper Inc

N/A

USD39.96B 31.64 17.75
CCEP Coca-Cola European Partners pl..

N/A

USD17.87B 15.13 10.92
AKO-B Embotelladora Andina S.A

N/A

USD2.43B 11.78 0.01
PRMW Primo Water Corporation

N/A

USD2.28B 446.00 13.66
AKO-A Embotelladora Andina S.A

N/A

USD1.94B 9.73 0.01

ETFs Containing KO

Symbol Name Weight Mer Price(Change) Market Cap
XUCS:LSE Xtrackers MSCI USA Consum.. 12.09 % 0.12 %

-0.25 (-0.77%)

USD0.04B
IUCS:LSE iShares S&P 500 Consumer .. 11.58 % 0.15 %

-0.05 (-0.80%)

USD0.08B
XUCS:XETRA Xtrackers MSCI USA Consum.. 10.34 % 0.12 %

-0.21 (-0.73%)

USD0.15B
XSCS:LSE Xtrackers MSCI USA Consum.. 10.34 % 0.12 %

-19.50 (-0.75%)

USD0.15B
XLP Consumer Staples Select S.. 10.08 % 0.13 %

N/A

USD14.22B
FSTA Fidelity MSCI Consumer St.. 9.95 % 0.08 %

N/A

USD0.64B
ICSU:LSE iShares S&P 500 Consumer .. 9.94 % 0.15 %

-3.15 (-0.68%)

USD0.08B
2B7D:XETRA iShares S&P 500 Consumer .. 9.94 % 0.15 %

-0.04 (-0.79%)

USD0.08B
ZPDS:F SPDR S&P U.S. Consumer St.. 9.93 % 0.15 %

-0.10 (-0.41%)

USD0.26B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 9.93 % 0.15 %

-0.19 (-0.75%)

USD0.26B
SXLP:LSE SPDR S&P U.S. Consumer St.. 9.93 % 0.15 %

-0.22 (-0.79%)

USD0.26B
VDC Vanguard Consumer Staples.. 9.62 % 0.10 %

N/A

USD5.99B
IYK iShares U.S. Consumer Goo.. 7.80 % 0.42 %

N/A

USD0.49B
LMWE:XETRA Lyxor FTSE Epra/Nareit Gl.. 6.89 % 0.45 %

-0.31 (-0.80%)

N/A
MWO:PA Lyxor FTSE Epra/Nareit Gl.. 6.89 % 0.45 %

-0.36 (-0.93%)

N/A
LMWE:F Lyxor FTSE Epra/Nareit Gl.. 6.89 % 0.45 %

-0.50 (-1.29%)

N/A
STPL:CA BMO Global Consumer Stapl.. 5.61 % 0.35 %

N/A

USD0.03B
XDWS:LSE Xtrackers MSCI World Cons.. 5.53 % 0.30 %

-0.33 (-0.90%)

USD0.37B
XDWS:XETRA Xtrackers MSCI World Cons.. 5.53 % 0.30 %

-0.29 (-0.88%)

USD0.37B
XDWS:F Xtrackers MSCI World Cons.. 5.53 % 0.30 %

-0.08 (-0.23%)

USD0.37B
WCOS:LSE SPDR MSCI World Consumer .. 5.41 % 0.30 %

-0.38 (-1.05%)

USD0.11B
JHMS John Hancock Multifactor .. 5.09 % 0.40 %

N/A

USD0.02B
PBJ Invesco Dynamic Food & Be.. 4.96 % 0.63 %

N/A

USD0.07B
XMDU:F Xtrackers Morningstar US .. 4.57 % 0.35 %

N/A

USD5.00M
KXI iShares Global Consumer S.. 4.24 % 0.46 %

N/A

USD0.66B
HDV iShares Core High Dividen.. 4.06 % 0.08 %

N/A

USD5.90B
QDVB:XETRA iShares Edge MSCI USA Qua.. 3.98 % 0.20 %

-0.04 (-0.61%)

USD0.89B
IUQF:LSE iShares Edge MSCI USA Qua.. 3.98 % 0.20 %

-3.00 (-0.49%)

USD0.89B
QDVB:F iShares Edge MSCI USA Qua.. 3.98 % 0.20 %

-0.03 (-0.44%)

USD0.89B
IUQD:LSE iShares Edge MSCI USA Qua.. 3.98 % 0.20 %

-6.50 (-0.56%)

USD0.89B
SCHD Schwab U.S. Dividend Equi.. 3.86 % 0.06 %

N/A

USD11.56B
SIZE iShares Edge MSCI USA Siz.. 3.85 % 0.15 %

N/A

USD0.58B
XMDU:XETRA Xtrackers (IE) Public Lim.. 3.75 % 0.35 %

N/A

USD5.13M
XHD:CA iShares U.S. High Dividen.. 3.50 % 0.30 %

-0.28 (-1.10%)

USD0.17B
XHU:CA iShares U.S. High Dividen.. 3.46 % 0.30 %

-0.21 (-0.91%)

USD0.14B
QDIV:LSE iShares MSCI USA Quality .. 3.19 % 0.35 %

-0.32 (-0.95%)

USD0.33B
DHSA:LSE WisdomTree US Equity Inco.. 3.11 % 0.29 %

-0.07 (-0.40%)

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

-0.06 (-0.34%)

N/A
USMC Principal U.S. Mega-Cap M.. 3.08 % 0.12 %

N/A

USD1.49B
WTEU:F WisdomTree US Equity Inco.. 3.00 % 0.29 %

-0.06 (-0.39%)

N/A
WTD9:F WisdomTree US Equity Inco.. 3.00 % 0.29 %

-0.06 (-0.36%)

N/A
WTDY:F WisdomTree US Equity Inco.. 3.00 % 0.35 %

-0.04 (-0.30%)

N/A
WTDY:XETRA WisdomTree US Equity Inco.. 3.00 % 0.35 %

-0.07 (-0.45%)

N/A
WTD9:XETRA WisdomTree US Equity Inco.. 3.00 % 0.29 %

-0.07 (-0.47%)

N/A
DHSP:LSE WisdomTree US Equity Inco.. 3.00 % 0.29 %

N/A

N/A
DHS:LSE WisdomTree US Equity Inco.. 3.00 % 0.29 %

-4.65 (-0.35%)

N/A
DHSG:LSE WisdomTree US Equity Inco.. 3.00 % 0.35 %

N/A

N/A
WTEU:XETRA WisdomTree US Equity Inco.. 3.00 % 0.29 %

-0.06 (-0.39%)

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

N/A

USD4.31M
ZILS:LSE BMO MSCI USA Income Leade.. 2.78 % 0.35 %

N/A

USD0.03B
ZISG:LSE BMO MSCI USA Income Leade.. 2.62 % 0.40 %

N/A

USD2.19M
WQDV:LSE iShares MSCI World Qualit.. 2.59 % 0.38 %

-0.04 (-0.87%)

USD0.10B
HID-B:CA WisdomTree U.S. High Divi.. 2.58 % 0.40 %

N/A

N/A
HEA-U:CA Horizons Enhanced Income .. 2.39 % 0.83 %

N/A

N/A
XDWY:XETRA Xtrackers MSCI World High.. 2.31 % 0.29 %

-0.12 (-0.79%)

USD0.03B
XDWY:LSE Xtrackers MSCI World High.. 2.31 % 0.29 %

-0.14 (-0.78%)

USD0.03B
WQDS:LSE iShares MSCI World Qualit.. 2.30 % 0.38 %

-3.25 (-0.82%)

USD0.12B
XDG:CA iShares Core MSCI Global .. 2.29 % 0.20 %

+0.01 (+0.05%)

USD0.11B
XDGH:CA iShares Core MSCI Global .. 2.29 % 0.20 %

N/A

USD0.06B
OSX2:XETRA Ossiam Lux - Ossiam US Mi.. 2.26 % 0.65 %

-1.25 (-0.61%)

N/A
MVUS:PA Ossiam US Minimum Varianc.. 2.26 % 0.00 %

-1.47 (-0.64%)

N/A
JKD iShares Morningstar Large.. 2.09 % 0.20 %

N/A

USD0.75B
UESG:LSE Lyxor MSCI USA ESG Leader.. 1.73 % 0.00 %

-0.11 (-0.46%)

USD0.05B
MFUS PIMCO RAFI Dynamic Multi-.. 1.57 % 0.29 %

N/A

USD0.03B
UEFZ:F UBS ETF - SBI Foreign AAA.. 1.52 % 0.20 %

-0.03 (-0.21%)

USD0.17B
UEFZ:XETRA UBS ETF - SBI Foreign AAA.. 1.50 % 0.20 %

-0.04 (-0.33%)

USD0.17B
QUS SPDR MSCI USA StrategicFa.. 1.42 % 0.15 %

N/A

USD0.85B
CATH Global X S&P 500 Catholic.. 1.40 % 0.29 %

N/A

USD0.33B
WESG:LSE Lyxor MSCI World ESG Tren.. 1.13 % 0.00 %

-0.13 (-0.57%)

USD0.04B
XRLV Invesco S&P 500 ex-Rate S.. 1.12 % 0.25 %

N/A

USD0.07B
MVOL:LSE iShares Edge MSCI World M.. 1.03 % 0.30 %

-0.43 (-0.87%)

N/A
DFU:CA Desjardins USA Multifacto.. 0.89 % 0.50 %

N/A

USD0.02B
ULOV:LSE UBS (Irl) ETF plc - Facto.. 0.79 % 0.35 %

N/A

N/A
JGRE:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

N/A

USD0.04B
IIGD Invesco Investment Grade .. 0.00 % 0.13 %

N/A

USD0.08B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

N/A

USD0.68B
LDRI Invesco LadderRite 0-5 Ye.. 0.00 % 0.22 %

N/A

USD0.01B
BND Vanguard Total Bond Marke.. 0.00 % 0.04 %

N/A

USD269.05B
JREG:LSE JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

-0.18 (-0.67%)

USD0.04B
QDVW:XETRA iShares II Public Limited.. 0.00 % 0.00 %

-0.03 (-0.66%)

N/A
JREG:XETRA JPMorgan ETFs (Ireland) I.. 0.00 % 0.25 %

-0.17 (-0.70%)

USD0.04B
VGWD:XETRA Vanguard FTSE All-World H.. 0.00 % 0.00 %

-0.22 (-0.51%)

N/A

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 -18.92% 43% F 38% F
Dividend Return 1.48% 67% D+ 63% D
Total Return -17.43% 43% F 38% F
Trailing 12 Months  
Capital Gain -13.86% 71% C- 43% F
Dividend Return 3.11% 86% B 65% D
Total Return -10.75% 71% C- 44% F
Trailing 5 Years  
Capital Gain 13.65% 80% B- 69% D+
Dividend Return 19.04% 100% A+ 67% D+
Total Return 32.69% 80% B- 70% C-
Average Annual (5 Year Horizon)  
Capital Gain 5.30% 71% C- 65% D
Dividend Return 3.39% 100% A+ 67% D+
Total Return 8.68% 86% B 67% D+
Risk Return Profile  
Volatility (Standard Deviation) 8.66% 86% B 85% B
Risk Adjusted Return 100.20% 100% A+ 93% A
Market Capitalization 191.77B 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 19.72 57% F 36% F
Price/Book Ratio 10.82 29% F 7% F
Price / Cash Flow Ratio 18.31 14% F 16% F
EV/EBITDA 16.46 29% F 27% F
Management Effectiveness  
Return on Equity 50.85% 100% A+ 97% A+
Return on Invested Capital 14.28% 100% A+ 84% B
Return on Assets 7.31% 100% A+ 89% B+
Debt to Equity Ratio 144.97% 14% F 22% F
Technical Ratios  
Short Ratio 1.39 71% C- 58% F
Short Percent 0.62% 100% A+ 89% B+
Beta 0.55 43% F 79% C+
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 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

Low Revenue Growth

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