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Upturn AI Summary - About
Vita Coco Company Inc(COCO)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for COCO
11/05/2026: COCO (1-star) is currently NOT-A-BUY. Pass it for now.
The Vita Coco Company Inc is a consumer-focused beverage brand that has a leading position in the coconut water category. The company is known for its strong brand identity and a vertically integrated supply chain that supports its operations. Its main growth story centers on expanding its retail footprint and diversifying into other functional beverage categories like clean energy. Primary risks involve intense competition from major beverage incumbents and susceptibility to commodity price volatility. The stock may best suit growth-oriented investors who are comfortable with the risks inherent in the consumer discretionary sector, while keeping an eye on management's ability to maintain margins.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit | The company is in an expansion phase with high potential for revenue growth in the health beverage segment. |
| Momentum investor | Mixed fit | Momentum depends on current market sentiment and positive quarterly earnings surprises. |
| Value investor | Weak fit | The stock often trades at a premium valuation typical of growth-stage consumer brands. |
| Dividend investor | Weak fit | The company does not currently pay a dividend, prioritizing capital reinvestment. |
| Low-risk investor | Weak fit | Consumer discretionary stocks of this nature can exhibit significant price volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | As a growth-oriented consumer stock, shares can experience significant price swings based on earnings reports. |
| Valuation risk | Medium | High P/E ratios often make the stock vulnerable to corrections if growth targets are missed. |
| Competition risk (beverage giants) | High | Large incumbents like PepsiCo and Coca-Cola have the power to influence shelf space and pricing. |
| Business quality | Medium / high | The company has a strong brand but relies heavily on the success of a specific product category. |
| Dividend income | Low / none | Income-focused investors will not find yield here as all cash is reinvested. |
| Execution risk | Medium | Success depends on maintaining complex global supply chains and consumer marketing efficiency. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -16.33% | Avg. Invested days 39 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 3.74B USD | Price to earnings Ratio 33.07 | 1Y Target Price 79.1 |
Price to earnings Ratio 33.07 | 1Y Target Price 79.1 | ||
Volume (30-day avg) 1.3M shares | Beta 0.75 | 52 Weeks Range 40.62 - 85.83 | Updated Date 11/05/2026 |
52 Weeks Range 40.62 - 85.83 | Updated Date 11/05/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.98 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Branded Coconut Water | Retail sales of Vita Coco labeled products globally. | The primary engine of growth and brand equity for the company. |
| Private Label | Manufacturing and supply chain services for retailer-branded beverages. | Provides stable, volume-based revenue that complements the branded business. |
| Geography: North America | Primary revenue concentration in US and Canadian markets. | This is the company's most mature and profitable market. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-22 | When Before Market | Estimate 0.51 | Actual 0.58 |
Profitability
Profit Margin 15.7% | Operating Margin (TTM) 19.94% |
Management Effectiveness
Return on Assets (TTM) 15.13% | Return on Equity (TTM) 32.02% |
Valuation
Trailing PE 33.07 | Forward PE 28.57 | Enterprise Value 3.60B | Price to Sales(TTM) 4.87 |
Enterprise Value 3.60B | Price to Sales(TTM) 4.87 | ||
Enterprise Value to Revenue 4.26 | Enterprise Value to EBITDA 21.04 | Shares Outstanding 57.06M | Shares Floating 51.39M |
Shares Outstanding 57.06M | Shares Floating 51.39M | ||
Percent Insiders 8.68 | Percent Institutions 99.21 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
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