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The Coca-Cola Company (KO)

Upturn stock ratingUpturn stock rating
$70.33
Last Close (24-hour delay)
Profit since last BUY11.78%
upturn advisory
WEAK BUY
BUY since 97 days
  • BUY Advisory
  • SELL Advisory (Profit)​
  • SELL Advisory (Loss)​
  • Profit
  • Loss
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Upturn Stock infoUpturn Stock info Stock price based on last close
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Upturn Advisory Summary

06/27/2025: KO (3-star) is a WEAK-BUY. BUY since 97 days. Profits (11.78%). Updated daily EoD!

Upturn Star Rating

ratingratingratingratingrating

Moderate Performance

These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.

Number of Analysts

rating

26 Analysts rated it

These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.

Year Target Price $77.67

Year Target Price $77.67

Analyst’s Price TargetsFor last 52 week
$77.67Target price
Low$59.75
Current$70.33
high$73.85

Analysis of Past Performance

Type Stock
Historic Profit 30.08%
Avg. Invested days 75
Today’s Advisory WEAK BUY
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 5.0
Stock Returns Performance Upturn Returns Performance 3.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 06/27/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 302.72B USD
Price to earnings Ratio 28.25
1Y Target Price 77.83
Price to earnings Ratio 28.25
1Y Target Price 77.83
Volume (30-day avg) -
Beta 0.46
52 Weeks Range 59.75 - 73.85
Updated Date 06/29/2025
52 Weeks Range 59.75 - 73.85
Updated Date 06/29/2025
Dividends yield (FY) 2.90%
Basic EPS (TTM) 2.49

Earnings Date

Report Date -
When -
Estimate -
Actual -

Profitability

Profit Margin 23%
Operating Margin (TTM) 33.53%

Management Effectiveness

Return on Assets (TTM) 8.89%
Return on Equity (TTM) 38.78%

Valuation

Trailing PE 28.25
Forward PE 23.75
Enterprise Value 338043079683
Price to Sales(TTM) 6.46
Enterprise Value 338043079683
Price to Sales(TTM) 6.46
Enterprise Value to Revenue 7.21
Enterprise Value to EBITDA 21.11
Shares Outstanding 4304269824
Shares Floating 3871343589
Shares Outstanding 4304269824
Shares Floating 3871343589
Percent Insiders 9.87
Percent Institutions 65.32

Analyst Ratings

Rating 4.35
Target Price 77.67
Buy 8
Strong Buy 14
Buy 8
Strong Buy 14
Hold 3
Sell 1
Strong Sell -
Strong Sell -

ai summary icon Upturn AI SWOT

The Coca-Cola Company

stock logo

Company Overview

overview logo History and Background

The Coca-Cola Company was founded in 1886 by John Pemberton in Atlanta, Georgia. Initially marketed as a medicinal beverage, it quickly gained popularity as a refreshing drink. Key milestones include the introduction of the iconic contour bottle in 1915, expansion into international markets in the early 20th century, and diversification into various beverage categories.

business area logo Core Business Areas

  • Beverages: Manufactures, markets, and sells non-alcoholic beverages, including sparkling soft drinks, water, sports drinks, juice, dairy, plant-based beverages, tea, and coffee.
  • Bottling Investments: Manages bottling operations through partnerships with independent bottlers worldwide, supporting distribution and market execution.

leadership logo Leadership and Structure

James Quincey is the Chairman and CEO. The company operates with a geographical and functional structure, dividing global operations into operating units and central functional teams like marketing, finance, and supply chain.

Top Products and Market Share

overview logo Key Offerings

  • Coca-Cola: The flagship product, a carbonated soft drink with a significant global market share. Competitors include Pepsi (PEP), Keurig Dr Pepper (KDP), and various private-label colas. Market share varies by region, but globally Coca-Cola holds a dominant position in the cola category.
  • Diet Coke/Coca-Cola Zero Sugar: A low-calorie alternative to Coca-Cola. Competitors are similar to Coca-Cola. It holds a significant share within the diet cola segment.
  • Sprite: A lemon-lime flavored soft drink. Competitors include 7-Up (KDP) and Sierra Mist. Ranks second among all soft drinks offered by The Coca-Cola Company.
  • Dasani: A purified bottled water brand. Competitors include Nestle's Pure Life (NESN) and Pepsi's Aquafina (PEP).
  • Minute Maid: A line of fruit juices and drinks. Competitors include Tropicana (PEP) and Simply Orange (KO).

Market Dynamics

industry overview logo Industry Overview

The beverage industry is highly competitive and dynamic, with trends shifting towards healthier options, functional beverages, and sustainability. The industry is characterized by large multinational corporations and numerous smaller players, including both established brands and innovative startups.

Positioning

The Coca-Cola Company holds a leading position in the beverage industry due to its brand recognition, extensive distribution network, and marketing capabilities. Its competitive advantages include a strong global presence and a diversified portfolio of beverage products.

Total Addressable Market (TAM)

The global beverage market is estimated to be worth hundreds of billions of dollars. Coca-Cola is well positioned to take advantage of future growth and holds a significant portion of the TAM. The global soft drinks market is expected to reach $825 billion by 2030. Coca-Cola (KO) is positioned well but faces increasing competition from smaller, healthier brands.

Upturn SWOT Analysis

Strengths

  • Global Brand Recognition
  • Extensive Distribution Network
  • Strong Marketing Capabilities
  • Diversified Product Portfolio
  • Financial Resources

Weaknesses

  • Dependence on Soft Drinks
  • Negative Health Perception
  • Exposure to Currency Fluctuations
  • High Marketing Costs

Opportunities

  • Expanding into Healthier Beverages
  • Growth in Emerging Markets
  • Innovation in Packaging and Products
  • Strategic Acquisitions
  • Leveraging Digital Marketing

Threats

  • Changing Consumer Preferences
  • Increasing Health Regulations
  • Intense Competition
  • Economic Downturns
  • Water Scarcity and Environmental Concerns

Competitors and Market Share

competitor logo Key Competitors

  • PepsiCo (PEP)
  • Keurig Dr Pepper (KDP)
  • Monster Beverage (MNST)

Competitive Landscape

The Coca-Cola Company benefits from its strong brand and global distribution network. However, competitors like PepsiCo have diversified portfolios and are making gains in the healthier beverage segments. Monster Beverage dominates the energy drink category.

Major Acquisitions

Costa Coffee

  • Year: 2018
  • Acquisition Price (USD millions): 4900
  • Strategic Rationale: Expanded Coca-Cola's presence in the global coffee market.

BodyArmor

  • Year: 2021
  • Acquisition Price (USD millions): 5600
  • Strategic Rationale: Strengthened Coca-Cola's presence in the sports drink category, competing with Gatorade (PepsiCo).

Growth Trajectory and Initiatives

Historical Growth: Historically, The Coca-Cola Company has grown through organic expansion, acquisitions, and strategic partnerships. Growth rates have varied based on market conditions and product innovation.

Future Projections: Analyst estimates suggest continued growth in revenue and earnings, driven by expansion in emerging markets, innovation in product offerings, and cost-cutting initiatives.

Recent Initiatives: Recent initiatives include investments in healthier beverage options, expansion into new categories like coffee, and sustainability initiatives focused on reducing water usage and packaging waste.

Summary

Coca-Cola is a strong company with a dominant brand and global reach. Its extensive distribution network and marketing expertise are key advantages. However, it faces challenges related to changing consumer preferences for healthier options and increasing regulatory scrutiny. Strategic acquisitions and innovation are crucial for sustained growth.

Peer Comparison

Sources and Disclaimers

Data Sources:

  • Company Filings (10-K, 10-Q)
  • Market Research Reports
  • Analyst Estimates
  • Company Website
  • Yahoo Finance
  • Seeking Alpha

Disclaimers:

The information provided is for informational purposes only and should not be considered as financial advice. Investment decisions should be based on individual research and consultation with a financial advisor. Market data and analyst estimates are subject to change.

Upturn AI SummarizationUpturn AI Summarization AI Summarization is directionally correct and might not be accurate.

Upturn AI SummarizationUpturn AI Summarization Summarized information shown could be a few years old and not current.

Upturn AI SummarizationUpturn AI Summarization Fundamental Rating based on AI could be based on old data.

Upturn AI SummarizationUpturn AI Summarization 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
Full time employees 69700

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.