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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
10/08/2026: KO (5-star) is a WEAK-BUY. BUY for 109 days. Simulated Profits (13.24%). Updated daily EoD!
The Coca-Cola Company is a globally recognized beverage leader known for its resilient, cash-generative business model and extensive distribution network. Its primary strength lies in immense brand equity and a dominant market position, providing a stable foundation for long-term investors. The company's growth story centers on shifting toward a 'total beverage' strategy, expanding into high-growth areas like coffee and functional drinks. Risks include heightened regulatory scrutiny on sugary products, intense competition from agile niche brands, and potential currency headwinds. The stock is particularly well-suited for dividend and conservative value investors looking for a reliable, income-producing core holding while monitoring long-term health-related consumer trends.
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 steady, reliable growth rather than the high-growth trajectory typical of growth-focused portfolios. |
| Momentum investor | Mixed fit | Momentum investors may find the stock's steady, low-beta nature less attractive compared to high-volatility, breakout assets. |
| Value investor | Strong fit | The company's stable earnings and predictable cash flows often appeal to value-oriented investors seeking long-term quality. |
| Dividend investor | Strong fit | The company's long history of consecutive dividend increases makes it a cornerstone holding for income-focused portfolios. |
| Low-risk investor | Strong fit | The stock's low beta and defensive nature provide stability and risk mitigation for conservative investors. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Low | The stock historically exhibits lower price swings than the broader market. |
| Valuation risk | Medium | The company's premium valuation can limit upside potential if growth expectations are not met. |
| Competition risk (beverage innovation) | Medium | Agile competitors in niche categories can erode market share from legacy brands. |
| Business quality | Strong | The company possesses a powerful, durable global brand and distribution franchise. |
| Dividend income | Strong | The long-standing dividend track record provides significant reliability for income seekers. |
| Execution risk | Medium | Maintaining operational excellence across a complex global bottling network is critical to margin stability. |
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 50.94% | Avg. Invested days 87 | Today’s Advisory WEAK BUY |
Upturn Advisory Rating  | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/08/2026 |
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 377.63B USD | Price to earnings Ratio 26.36 | 1Y Target Price 94.43 |
Price to earnings Ratio 26.36 | 1Y Target Price 94.43 | ||
Volume (30-day avg) 15.9M shares | Beta 0.32 | 52 Weeks Range 64.29 - 91.94 | Updated Date 10/08/2026 |
52 Weeks Range 64.29 - 91.94 | Updated Date 10/08/2026 | ||
Dividends yield (FY) 2.42% | Basic EPS (TTM) 3.33 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Concentrates and Syrups | Selling beverage bases to bottling partners. | This is a high-margin, capital-light business segment. |
| Finished Products | Direct production and sale of bottled/canned beverages. | This segment drives volume but is more capital-intensive. |
| Global Geography | Revenue distribution across North America, EMEA, Latin America, and APAC. | Global diversification helps offset 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
Valuation
Trailing PE 26.36 | Forward PE 25.32 | Enterprise Value 406.18B | Price to Sales(TTM) 7.53 |
Enterprise Value 406.18B | Price to Sales(TTM) 7.53 | ||
Enterprise Value to Revenue 8.1 | Enterprise Value to EBITDA 20.48 | Shares Outstanding 4.30B | Shares Floating 3.87B |
Shares Outstanding 4.30B | Shares Floating 3.87B | ||
Percent Insiders 9.89 | Percent Institutions 68.17 |
Upturn AI Summary
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.
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.
News (Last Updated: 10/08/2026)
About The Coca-Cola Company
Exchange NYSE | Headquarters Atlanta, GA, United States | ||
IPO Launch date 1919-09-05 | CEO & Director Mr. Henrique Braun | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 65900 | Website https://www.coca-colacompany.com |
Full time employees 65900 | 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 Trademark Coca-Cola, sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and emerging 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, Sprite, Simply, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, 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, Santa Clara, and dogadan brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The Coca-Cola Company was founded in 1886 and is headquartered in Atlanta, Georgia.
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