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Upturn AI SWOT - About
KO 
The Coca-Cola Company (KO)
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Upturn Advisory Summary
09/17/2025: KO (3-star) is currently NOT-A-BUY. Pass it for now.
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 $78.4
1 Year Target Price $78.4
| 14 | Strong Buy |
| 8 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 25.88% | Avg. Invested days 79 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 09/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 288.52B USD | Price to earnings Ratio 23.77 | 1Y Target Price 78.4 |
Price to earnings Ratio 23.77 | 1Y Target Price 78.4 | ||
Volume (30-day avg) 26 | Beta 0.43 | 52 Weeks Range 59.30 - 73.29 | Updated Date 09/17/2025 |
52 Weeks Range 59.30 - 73.29 | Updated Date 09/17/2025 | ||
Dividends yield (FY) 3.00% | Basic EPS (TTM) 2.82 |
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 25.89% | Operating Margin (TTM) 34.66% |
Management Effectiveness
Return on Assets (TTM) 8.94% | Return on Equity (TTM) 42.37% |
Valuation
Trailing PE 23.77 | Forward PE 20.49 | Enterprise Value 320223918772 | Price to Sales(TTM) 6.13 |
Enterprise Value 320223918772 | Price to Sales(TTM) 6.13 | ||
Enterprise Value to Revenue 6.8 | Enterprise Value to EBITDA 17.97 | Shares Outstanding 4303667252 | Shares Floating 3870761363 |
Shares Outstanding 4303667252 | Shares Floating 3870761363 | ||
Percent Insiders 9.88 | Percent Institutions 65.6 |
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 a medicinal syrup, it evolved into a global beverage empire, becoming a symbol of American culture and consumerism through aggressive marketing and strategic acquisitions.
Core Business Areas
- Beverages: Production, distribution, and marketing of non-alcoholic beverages, including sparkling soft drinks, hydration, sports, coffee, and tea brands.
Leadership and Structure
The Coca-Cola Company is led by CEO James Quincey. It operates with a decentralized structure, utilizing a network of bottling partners worldwide.
Top Products and Market Share
Key Offerings
- Coca-Cola: The flagship product; classic carbonated soft drink. Market share is significant within the carbonated soft drink category globally; estimated at 40-50% worldwide. Competitors include Pepsi (PEP), Keurig Dr Pepper (KDP).
- Diet Coke/Coca-Cola Zero Sugar: Lower-calorie versions of Coca-Cola. Competitors include Pepsi Max, Zevia.
- Sprite: Lemon-lime flavored soft drink. Competitors include 7-Up (KDP).
- Fanta: Range of fruit-flavored soft drinks. Competitors include Crush (KDP), Sunkist (KDP).
- Dasani: Bottled water. Competitors include Pepsi's Aquafina, Nestle's Pure Life.
Market Dynamics
Industry Overview
The beverage industry is characterized by intense competition, shifting consumer preferences toward healthier options, and increasing focus on sustainability.
Positioning
The Coca-Cola Company holds a dominant position due to its brand recognition, extensive distribution network, and marketing prowess. Its competitive advantage lies in its global reach and brand equity.
Total Addressable Market (TAM)
The global non-alcoholic beverages market is estimated at over $1 trillion. Coca-Cola holds a strong position within this TAM, focusing on capturing evolving consumer trends and emerging markets.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Extensive Distribution Network
- Strong Marketing Capabilities
- Large Portfolio of Brands
- Efficient Supply Chain
Weaknesses
- Dependence on Carbonated Soft Drinks
- Negative Health Perceptions
- High Marketing Costs
- Exposure to Currency Fluctuations
- Vulnerability to Changing Consumer Trends
Opportunities
- Expanding into Emerging Markets
- Developing Healthier Beverage Options
- Acquiring Innovative Beverage Brands
- Leveraging Digital Marketing Channels
- Focusing on Sustainability
Threats
- Intense Competition
- Changing Consumer Preferences
- Health Regulations and Taxes
- Economic Downturns
- Supply Chain Disruptions
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
Competitive Landscape
The Coca-Cola Company benefits from its brand recognition and global distribution network. However, it faces pressure from PepsiCo (PEP), Keurig Dr Pepper (KDP) and smaller, more innovative brands that cater to health-conscious consumers.
Major Acquisitions
BodyArmor
- Year: 2021
- Acquisition Price (USD millions): 5600
- Strategic Rationale: Expansion into the sports drink category to compete with Gatorade (PEP) and enhance revenue from healthy beverages.
Growth Trajectory and Initiatives
Historical Growth: The Coca-Cola Company has experienced steady growth driven by global expansion and product innovation. However, growth rates have slowed in recent years due to increased competition and changing consumer preferences.
Future Projections: Analyst estimates project moderate growth for The Coca-Cola Company, driven by emerging markets and new product categories. Growth projections depend on the ability to adapt to changing consumer tastes and preferences.
Recent Initiatives: Recent strategic initiatives include investments in healthier beverage options, expansion into new markets, and streamlining of operations. The company focuses on sustainability and digitalization.
Summary
The Coca-Cola Company is a global beverage giant, leveraging a powerful brand and extensive distribution. While facing challenges from shifting consumer preferences and health concerns, its strong financials and strategic initiatives indicate potential for sustained growth. The company must adapt to market trends for long-term success and compete against competitors such as Pepsi (PEP).
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10K, 10Q), Market Research Reports, Industry News, Analyst Estimates
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual risk tolerance and thorough research. Financial data is subject to change.
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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