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Coca-Cola (KO) Stock Analysis

This is a peer-relative look at Coca-Cola (KO): its performance, risk, profitability, growth, financial strength, dividend, and valuation are each measured against its Food, Beverage & Tobacco peers, so every number reads in context rather than in isolation.

Company Profile

Company profile fields for Coca-Cola (KO)
Profile ItemKO
NameThe Coca-Cola Company
Country/RegionUnited States
GICS SectorConsumer Staples
GICS Industry GroupFood, Beverage & Tobacco
GICS IndustryBeverages
GICS Sub-IndustrySoft Drinks & Non-alcoholic Beverages
Market Capitalization352.67 billion USD
CurrencyUSD
ExchangeNYSE
Listing DateJanuary 2, 1962
Security TypeCommon Stock

Price Performance

Cumulative Growth

KO
GSPC
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Coca-Cola (KO) vs. S&P 500 (GSPC): Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for Coca-Cola (KO) and S&P 500 (GSPC). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for Coca-Cola (KO) and S&P 500 (GSPC). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Total Return (1Y)20.30%0.15%
Total Return (3Y, Annualized)12.77%0.36%
Total Return (5Y, Annualized)10.94%1.03%

Risk Profile

Drawdown History

KO
GSPC
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Coca-Cola (KO) vs. S&P 500 (GSPC): Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for Coca-Cola (KO) and S&P 500 (GSPC). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Volatility (1Y, Annualized)17.98%31.35%
Beta (5Y)0.340.45
Max Drawdown (5Y)-17.27%-49.32%

Risk-Adjusted Performance

Risk-Return Positioning

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Each dot is a stock plotted by 1-year volatility (risk) and 1-year return. KO is highlighted; the dashed line is the Capital Allocation Line from the risk-free rate through the industry median — dots above it are stronger on a risk-adjusted basis.

Risk-Adjusted Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Sharpe Ratio (1Y)0.90-0.15
Sortino Ratio (1Y)1.47-0.20

Profitability

ROE (TTM)

Coca-Cola (KO) posts ROE of 43.37%, above the industry benchmark range. Equity is being turned into profit at an exceptional rate, but very high ROE should still be checked against leverage, buybacks, and the size of the equity base.

KO

Food, Beverage & Tobacco industry group

43.37%

Group distribution
KO
43.37%
Max
34.02%
Q3
18.27%
Median
14.93%
Q1
3.98%
Min
-12.58%
Largest peers
PEP
51.51%
KO
43.37%
MNST
26.65%
BTI
15.82%
PM
--
BUD
--
MO
--
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Where Coca-Cola (KO) stands on ROE within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Net Margin (TTM)

Coca-Cola (KO) keeps 27.80% of revenue as net profit, putting net margin in the upper peer quartile. After operating costs, interest, and taxes, more of each sales dollar reaches shareholders than it does at most industry peers.

KO

Food, Beverage & Tobacco industry group

27.80%

Group distribution
KO
27.80%
Max
27.80%
Q3
12.49%
Median
6.11%
Q1
1.35%
Min
-14.28%
Largest peers
MO
39.52%
BTI
30.32%
KO
27.80%
PM
26.74%
MNST
23.11%
BUD
11.90%
PEP
10.79%
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Where Coca-Cola (KO) stands on net margin within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Operating Margin (TTM)

Coca-Cola (KO) turns 35.06% of revenue into operating profit, putting operating margin in the upper peer quartile. Before financing and taxes enter the picture, the day-to-day business keeps more of each sales dollar than most industry peers.

KO

Food, Beverage & Tobacco industry group

35.06%

Group distribution
Max
36.04%
KO
35.06%
Q3
17.42%
Median
10.90%
Q1
3.74%
Min
-7.33%
Largest peers
MO
62.30%
PM
36.04%
KO
35.06%
BTI
34.58%
MNST
31.02%
BUD
26.69%
PEP
16.84%
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Where Coca-Cola (KO) stands on operating margin within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Profitability Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
ROE (TTM)43.37%14.93%
ROA (TTM)9.51%5.50%
Net Margin (TTM)27.80%6.11%
Operating Margin (TTM)35.06%10.90%
Gross Margin (TTM)61.74%34.44%

Growth

Revenue Growth

Coca-Cola (KO) grew revenue 1.87%, roughly around the peer group's normal range. Top-line momentum looks broadly typical for the industry.

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Coca-Cola (KO): Revenue Growth across different time periods, set against Food, Beverage & Tobacco industry-group medians.

EPS Growth

Coca-Cola (KO) grew earnings per share 23.58%, in the upper peer quartile. Per-share profits are compounding faster than at most industry peers.

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Coca-Cola (KO): EPS Growth across different time periods, set against Food, Beverage & Tobacco industry-group medians.

Growth Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Revenue Growth (YoY)1.87%2.97%
Revenue Growth (3Y CAGR)3.69%3.03%
EPS Growth (YoY)23.58%-2.63%
EPS Growth (3Y CAGR)11.55%4.72%

Financial Strength

Current Ratio (MRQ)

Coca-Cola (KO) has current ratio of 1.36, in the healthier middle range for its industry. The short-term asset cushion looks balanced relative to peers rather than stretched thin.

KO

Food, Beverage & Tobacco industry group

1.36

Group distribution
Max
4.39
Q3
2.41
Median
1.60
KO
1.36
Q1
1.02
Min
0.54
Largest peers
MNST
3.26
KO
1.36
PM
0.98
PEP
0.93
BTI
0.87
MO
0.62
BUD
--
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Where Coca-Cola (KO) stands on current ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Debt / Equity (MRQ)

Coca-Cola (KO) has debt-to-equity ratio of 1.25, in the higher-leverage quartile for its industry. The heavier reliance on borrowing can make earnings, rates, or refinancing conditions matter more.

KO

Food, Beverage & Tobacco industry group

1.25

Group distribution
Max
2.20
KO
1.25
Q3
1.15
Median
0.67
Q1
0.34
Min
0.00
Largest peers
PEP
2.39
KO
1.25
BUD
0.75
BTI
0.73
MNST
0.01
PM
--
MO
--
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Where Coca-Cola (KO) stands on debt-to-equity ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Financial Strength Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Current Ratio (MRQ)1.361.60
Debt / Equity (MRQ)1.250.67
Net Debt / EBITDA1.842.25

Dividends

Dividend Yield (TTM)

Coca-Cola (KO) has dividend yield of 2.51%, in the industry’s normal income range. It provides a meaningful dividend without the red flag of an unusually high headline yield.

KO

Food, Beverage & Tobacco industry group

2.51%

Group distribution
Max
9.56%
Q3
4.15%
Median
2.57%
KO
2.51%
Q1
0.00%
Min
0.00%
Largest peers
MO
5.63%
PEP
4.24%
BTI
3.92%
PM
2.99%
KO
2.51%
BUD
0.00%
MNST
0.00%
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Where Coca-Cola (KO) stands on dividend yield within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Dividend Payout Ratio (TTM)

Coca-Cola (KO) has payout ratio of 64.78%, within the industry’s typical payout band. The dividend shares profits with investors while leaving earnings coverage that looks normal for the peer group.

KO

Food, Beverage & Tobacco industry group

64.78%

Group distribution
Max
159.06%
Q3
85.24%
KO
64.78%
Median
44.62%
Q1
0.00%
Min
0.00%
Largest peers
MO
87.68%
PM
81.09%
PEP
75.33%
BTI
68.73%
KO
64.78%
BUD
36.02%
MNST
0.00%
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Where Coca-Cola (KO) stands on payout ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Dividend Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
Dividend Yield (TTM)2.51%2.57%
Dividend Payout Ratio (TTM)64.78%44.62%

Valuation

P/E Ratio (TTM)

Coca-Cola (KO) trades at P/E ratio of 25.86, near the industry’s usual earnings multiple. The stock is not showing a clear peer discount or premium on trailing earnings.

KO

Food, Beverage & Tobacco industry group

25.86

Group distribution
Max
53.44
Q3
29.84
KO
25.86
Median
18.36
Q1
13.03
Min
5.50
Largest peers
MNST
45.63
PM
27.10
KO
25.86
BUD
22.34
PEP
17.76
MO
15.56
BTI
13.56
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Where Coca-Cola (KO) stands on P/E ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

P/S Ratio (TTM)

Coca-Cola (KO) trades at 7.16 on P/S ratio, above the industry benchmark range. The stock is being valued at an unusually rich price per dollar of trailing revenue.

KO

Food, Beverage & Tobacco industry group

7.16

Group distribution
KO
7.16
Max
4.15
Q3
2.38
Median
1.04
Q1
0.57
Min
0.00
Largest peers
MNST
10.51
KO
7.16
PM
7.06
MO
5.98
BTI
5.17
BUD
2.58
PEP
1.90
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Where Coca-Cola (KO) stands on P/S ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

P/B Ratio (MRQ)

Coca-Cola (KO) trades at 10.49 on P/B ratio, above the industry benchmark range. Investors are putting an unusually rich price on each dollar of book equity relative to peers.

KO

Food, Beverage & Tobacco industry group

10.49

Group distribution
KO
10.49
Max
5.75
Q3
3.46
Median
1.75
Q1
0.99
Min
0.00
Largest peers
BUD
10.91
BTI
10.78
MNST
10.58
KO
10.49
PEP
8.64
PM
-31.58
MO
-37.98
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Where Coca-Cola (KO) stands on P/B ratio within its Food, Beverage & Tobacco peer group — the box is the group’s distribution and the dots its largest members.

Valuation Metrics

Coca-Cola (KO) metric values compared with Food, Beverage & Tobacco industry-group medians
MetricCurrent stock: KOIndustry group median
P/E Ratio (TTM)25.8618.36
P/S Ratio (TTM)7.161.04
P/B Ratio (MRQ)10.491.75
Free Cash Flow Yield (TTM)0.89%4.58%