Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial - Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
KO 
The Coca-Cola Company (KO)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- 1Y
- 1M
- 1W
Upturn Advisory Summary
11/14/2025: KO (3-star) is a STRONG-BUY. BUY since 19 days. Simulated Profits (-0.08%). 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 25.77% | Avg. Invested days 69 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  4.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 11/14/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 306.10B USD | Price to earnings Ratio 23.56 | 1Y Target Price 79.13 |
Price to earnings Ratio 23.56 | 1Y Target Price 79.13 | ||
Volume (30-day avg) 26 | Beta 0.4 | 52 Weeks Range 59.30 - 73.29 | Updated Date 11/16/2025 |
52 Weeks Range 59.30 - 73.29 | Updated Date 11/16/2025 | ||
Dividends yield (FY) 2.84% | 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 2025-10-21 | When Before Market | Estimate 0.78 | Actual 0.82 |
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 23.56 | Forward PE 21.98 | Enterprise Value 337737485410 | Price to Sales(TTM) 6.42 |
Enterprise Value 337737485410 | Price to Sales(TTM) 6.42 | ||
Enterprise Value to Revenue 7.09 | Enterprise Value to EBITDA 18.17 | Shares Outstanding 4301608845 | Shares Floating 3868651915 |
Shares Outstanding 4301608845 | Shares Floating 3868651915 | ||
Percent Insiders 9.89 | Percent Institutions 65.96 |
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 beverage, it evolved into the world's leading soft drink company through strategic marketing, global expansion, and product diversification.
Core Business Areas
- Beverages: The core business involves producing, distributing, and marketing non-alcoholic beverages, including sparkling soft drinks, water, enhanced water, sports drinks, juice, dairy, plant-based beverages, tea and coffee.
- Bottling Investments: Strategic investments in bottling partners to ensure efficient distribution and bottling operations globally. The company doesn't bottle the product, but makes the syrup.
Leadership and Structure
The company operates under a chairman and CEO structure with a board of directors overseeing strategic direction. The operational structure includes various business units focused on specific geographic regions and product categories.
Top Products and Market Share
Key Offerings
- Coca-Cola: Flagship product and the world's most recognizable brand. Competitors include PepsiCo (Pepsi), Keurig Dr Pepper (Dr. Pepper). Coca-Cola Classic holds approximately 42.8% of the carbonated soft drink market share in the US. It is estimated this generated 20 Billion USD in revenue.
- Diet Coke/Coca-Cola Zero Sugar: Low-calorie and zero-sugar alternatives to Coca-Cola Classic. Competitors include Pepsi Zero Sugar, Zevia. The product line generates and estimated 10 Billion USD in revenue.
- Sprite: Lemon-lime flavored soft drink. Competitors include 7-Up (Keurig Dr Pepper), Sierra Mist (PepsiCo). This product is estimated to hold 8.6% of the carbonated soft drink market in the US.
- Minute Maid: Juice and juice drinks. Competitors include Tropicana (PepsiCo), Simply Orange (Coca-Cola - before it was sold). This product holds 25% of the US juice market.
- Dasani: Bottled water. Competitors include Aquafina (PepsiCo), Poland Spring (Nestle). This product generates around 1 Billion USD in revenue.
Market Dynamics
Industry Overview
The non-alcoholic beverage industry is highly competitive, with increasing consumer demand for healthier options and sustainable practices. Trends include sugar reduction, functional beverages, and e-commerce growth.
Positioning
The Coca-Cola Company holds a leading position due to its brand recognition, extensive distribution network, and portfolio diversification. Competitive advantages include brand equity, global presence, and marketing expertise.
Total Addressable Market (TAM)
The global non-alcoholic beverage market is projected to reach approximately $1.2 trillion by 2030. Coca-Cola, with its vast portfolio and global presence, is well-positioned to capture a significant portion of this TAM.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive global distribution network
- Diverse product portfolio
- Effective marketing and advertising
- High brand loyalty
Weaknesses
- High dependence on sugary drinks
- Negative health perception
- Vulnerability to changing consumer preferences
- Bottling costs in some regions
- Supply Chain complexities
Opportunities
- Expansion into healthier beverage categories
- Growth in emerging markets
- Innovation in packaging and product formulations
- Strategic acquisitions and partnerships
- Increased focus on sustainability
Threats
- Increasing competition from local and global players
- Rising health concerns about sugary drinks
- Stringent regulations on sugar and advertising
- Fluctuations in raw material costs
- Economic downturns impacting consumer spending
Competitors and Market Share
Key Competitors
- PEP
- KDP
Competitive Landscape
Coca-Cola maintains a strong position due to brand strength but faces increasing competition from PepsiCo and Keurig Dr Pepper, particularly in healthier beverage categories. Local brands in emerging markets also present a competitive challenge.
Major Acquisitions
Fairlife
- Year: 2020
- Acquisition Price (USD millions): 550
- Strategic Rationale: Expanded Coca-Cola's presence in the value-added dairy category and aligns with its strategy to offer a broader portfolio of beverages.
Growth Trajectory and Initiatives
Historical Growth: Coca-Cola's historical growth has been driven by geographic expansion, product innovation, and strategic acquisitions. Growth rates have varied depending on economic conditions and consumer trends.
Future Projections: Analysts' projections for Coca-Cola's future growth depend on factors such as emerging market expansion, product innovation, and cost-cutting initiatives.
Recent Initiatives: Recent strategic initiatives include investing in healthier beverage options, expanding its presence in emerging markets, and implementing digital marketing strategies.
Summary
Coca-Cola is a financially strong company with solid cash flow and a leading brand. The company faces increasing competition and evolving consumer preferences towards healthier options, necessitating ongoing innovation and strategic investments. Its dividend history and global presence contribute to its stability, however it must continue evolving its beverage offerings to stay relevant.
Similar Stocks
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Market Research Reports (e.g., IBISWorld, Statista)
- Financial News Outlets (e.g., Wall Street Journal, Bloomberg)
- Coca-Cola Investor Relations Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on thorough research and consultation with a qualified financial advisor. Market data and financial information are subject to change and may not be completely accurate.
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.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.