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KO 
The Coca-Cola Company (KO)
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Upturn Advisory Summary
11/28/2025: KO (3-star) is a STRONG-BUY. BUY since 28 days. Simulated Profits (2.67%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Number of Analysts
26 Analysts rated it
Well-followed company, solid analyst reports, reliable data for confident investing.
1 Year Target Price $79.13
1 Year Target Price $79.13
| 14 | Strong Buy |
| 8 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 29.24% | Avg. Invested days 70 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 314.68B USD | Price to earnings Ratio 24.21 | 1Y Target Price 79.13 |
Price to earnings Ratio 24.21 | 1Y Target Price 79.13 | ||
Volume (30-day avg) 26 | Beta 0.4 | 52 Weeks Range 59.30 - 73.29 | Updated Date 11/30/2025 |
52 Weeks Range 59.30 - 73.29 | Updated Date 11/30/2025 | ||
Dividends yield (FY) 2.76% | Basic EPS (TTM) 3.02 |
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 - | When - | Estimate - | Actual - |
Profitability
Profit Margin 27.34% | Operating Margin (TTM) 32.37% |
Management Effectiveness
Return on Assets (TTM) 8.96% | Return on Equity (TTM) 42.44% |
Valuation
Trailing PE 24.21 | Forward PE 22.57 | Enterprise Value 346168638746 | Price to Sales(TTM) 6.6 |
Enterprise Value 346168638746 | Price to Sales(TTM) 6.6 | ||
Enterprise Value to Revenue 7.26 | Enterprise Value to EBITDA 18.63 | Shares Outstanding 4301608845 | Shares Floating 3868823979 |
Shares Outstanding 4301608845 | Shares Floating 3868823979 | ||
Percent Insiders 9.89 | Percent Institutions 66.03 |
Upturn AI SWOT
The Coca-Cola Company
Company Overview
History and Background
The Coca-Cola Company was founded in 1886 by John Pemberton in Atlanta, Georgia. Initially conceived as a medicinal syrup, it evolved into a globally recognized beverage brand, expanding its product portfolio and distribution network significantly over the decades.
Core Business Areas
- Beverage Concentrates and Syrups: Develops, manufactures, and sells beverage concentrates and syrups to bottling partners worldwide.
- Finished Beverages: Manufactures, sells, and distributes finished beverages, primarily in North America and some other markets.
- Bottling Investments: Owns or controls bottling operations in various countries.
Leadership and Structure
James Quincey serves as the Chairman and CEO. The company operates with a geographically structured organization, with various operating units responsible for different regions around the world.
Top Products and Market Share
Key Offerings
- Coca-Cola: The flagship product, a carbonated soft drink. Competes with Pepsi (PEP), Keurig Dr Pepper (KDP), and other cola brands. Holds a significant market share in the global cola market, though precise figures fluctuate and are subject to regional variations. Revenue for Coca-Cola Classic is estimated to be in the tens of billions annually.
- Diet Coke/Coca-Cola Light: A low-calorie version of Coca-Cola. Competes with Pepsi Max and other diet colas. Has a smaller but significant share of the diet cola market. Revenue is in the billions annually.
- Sprite: A lemon-lime flavored soft drink. Competes with 7-Up (KDP) and other lemon-lime sodas. Has a notable market share in the lemon-lime segment. Revenue is in the billions annually.
- Fanta: A fruit-flavored carbonated soft drink. Competes with Sunkist (KDP) and other fruit-flavored sodas. Has a substantial global presence, particularly in Europe and Asia. Revenue is in the billions annually.
- Dasani: Bottled water. Competes with Nestle Pure Life, Aquafina (PEP) and other bottled water brands. One of the leading brands for bottled water.
Market Dynamics
Industry Overview
The beverage industry is highly competitive and dynamic, characterized by evolving consumer preferences, health concerns, and regulatory pressures. It includes carbonated soft drinks, bottled water, juices, and other non-alcoholic beverages.
Positioning
The Coca-Cola Company is a dominant player with a strong brand portfolio and global distribution network. Its competitive advantages include brand recognition, marketing capabilities, and extensive bottling partnerships.
Total Addressable Market (TAM)
The global non-alcoholic beverage market is estimated at over $1 trillion. Coca-Cola is positioned to capture a significant portion of this market through its diverse product portfolio and global reach.
Upturn SWOT Analysis
Strengths
- Global brand recognition
- Extensive distribution network
- Strong marketing capabilities
- Diverse product portfolio
- Loyal customer base
Weaknesses
- Over-reliance on carbonated soft drinks
- Exposure to health concerns regarding sugar content
- Complex bottling network management
- Currency fluctuations
- Brand image in some markets
Opportunities
- Expansion into healthier beverage options
- Growth in emerging markets
- Innovation in packaging and product development
- Strategic acquisitions
- Leveraging digital marketing
Threats
- Changing consumer preferences
- Increased competition
- Regulatory pressures (sugar taxes, labeling requirements)
- Economic downturns
- Water scarcity
Competitors and Market Share
Key Competitors
- PEP
- KDP
Competitive Landscape
The Coca-Cola Company benefits from its brand reputation and distribution network. However, competitors like PepsiCo are increasingly focused on innovation and diversifying product offerings. Regional competition is also significant.
Major Acquisitions
Fairlife
- Year: 2020
- Acquisition Price (USD millions): 550
- Strategic Rationale: Expanded Coca-Cola's presence in the dairy and nutrition categories.
Growth Trajectory and Initiatives
Historical Growth: The Coca-Cola Company's growth has been steady, driven by global expansion, product diversification, and marketing effectiveness. However, growth in developed markets has slowed.
Future Projections: Analysts project moderate growth for The Coca-Cola Company, driven by emerging markets and expansion into new beverage categories. Focus on margin expansion and cost efficiencies.
Recent Initiatives: Recent initiatives include expanding into healthier beverage options (e.g., low-sugar drinks, juices, and water), investing in digital marketing, and streamlining its bottling operations.
Summary
The Coca-Cola Company remains a strong global brand with a dominant position in the beverage industry. Its extensive distribution network and brand recognition are significant assets. However, the company faces challenges from changing consumer preferences, health concerns, and increased competition, requiring continued innovation and adaptation.
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Sources and Disclaimers
Data Sources:
- Company Filings
- Industry Reports
- Analyst Estimates
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered financial advice. Market conditions and company performance can change rapidly. All data is estimated and/or based on publicly available information.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Coca-Cola Company
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1919-09-05 | Chairman & CEO Mr. James Robert B. Quincey | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 69700 | Website https://www.coca-colacompany.com |
Full time employees 69700 | Website https://www.coca-colacompany.com | ||
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, dogadan, Fuze Tea, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, I LOHAS, Powerade, Topo Chico, Core Power, Del Valle, fairlife, innocent, Maaza, Minute Maid, Minute Maid Pulpy, and Simply brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.
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