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Upturn AI Summary - About
The Coca-Cola Company(KO)
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 KO
11/04/2026: KO (5-star) is a STRONG-BUY. BUY for 128 days. Simulated Profits (23.60%). Updated daily EoD!
The Coca-Cola Company is a leading global beverage firm, recognized for its iconic branding and extensive distribution network. Its primary business strength lies in its capital-light concentrate model, which has historically generated strong margins. The company’s core growth opportunity involves diversifying into healthy, functional, and hot beverages to capture changing consumer tastes. However, it faces risks from regulatory scrutiny over sugar content, competition from agile new entrants, and the potential for cost pressures. The stock is a strong fit for income-focused and defensive-minded investors, though developments in portfolio health and emerging market volume growth should remain key areas for long-term monitoring.
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 | Mixed fit | The company offers consistent rather than rapid exponential growth, better suited for core portfolios. |
| Momentum investor | Mixed fit | Momentum appeal is generally lower for stable consumer staples compared to high-growth tech stocks. |
| Value investor | Mixed fit | The stock often trades at a premium valuation due to its quality and defensive nature. |
| Dividend investor | Strong fit | The company's long history of consecutive dividend increases makes it a staple for income-focused portfolios. |
| Low-risk investor | Strong fit | Low beta and steady cash flows provide a defensive profile attractive to risk-averse investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock is generally less sensitive to broad market swings than high-growth alternatives. |
| Valuation risk | Medium | As a popular defensive stock, it can occasionally trade at valuations that limit short-term upside. |
| Competition risk (Beverage/Lifestyle) | Medium / high | Changing consumer tastes and agility of smaller brands pose a constant competitive threat. |
| Business quality | Strong | The brand strength and global franchise model offer a durable competitive advantage. |
| Dividend income | Strong | A long history of payments provides high reliability for income-dependent investors. |
| Execution risk | Low | The company has an established and battle-tested management team with global scale. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
Very Smooth
The stock has followed a highly orderly price path with minimal short-term disruption.
Analysis of Past Performance
Type Stock | Historic Profit 64.75% | Avg. Invested days 90 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/04/2026 |
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 Large-Cap Stock | Market Capitalization 412.12B USD | Price to earnings Ratio 28.26 | 1Y Target Price 97.75 |
Price to earnings Ratio 28.26 | 1Y Target Price 97.75 | ||
Volume (30-day avg) 16.9M shares | Beta 0.27 | 52 Weeks Range 65.99 - 96.56 | Updated Date 11/04/2026 |
52 Weeks Range 65.99 - 96.56 | Updated Date 11/04/2026 | ||
Dividends yield (FY) 2.22% | Basic EPS (TTM) 3.39 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Concentrate Operations | Selling syrup and concentrate to independent bottlers, a high-margin activity. | This is the 'brains' of the business, generating high profits with low capital investment. |
| Finished Product Operations | Bottling and selling ready-to-drink beverages directly in certain markets. | This provides greater control over distribution and customer interaction in key regions. |
| Geography (Global) | North America, Latin America, EMEA, and Asia-Pacific markets. | Diversification across markets helps buffer regional economic downturns. |
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 2026-10-27 | When Before Market | Estimate 0.87 | Actual 0.91 |
Profitability
Profit Margin 28.65% | Operating Margin (TTM) 33.36% |
Management Effectiveness
Return on Assets (TTM) 9.59% | Return on Equity (TTM) 40.59% |
Valuation
Trailing PE 28.26 | Forward PE 27.17 | Enterprise Value 432.84B | Price to Sales(TTM) 8.07 |
Enterprise Value 432.84B | Price to Sales(TTM) 8.07 | ||
Enterprise Value to Revenue 8.48 | Enterprise Value to EBITDA 21.19 | Shares Outstanding 4.30B | Shares Floating 3.87B |
Shares Outstanding 4.30B | Shares Floating 3.87B | ||
Percent Insiders 9.9 | Percent Institutions 68.11 |
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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