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Upturn AI SWOT - About
KO 
The Coca-Cola Company (KO)
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Upturn Advisory Summary
06/30/2025: KO (3-star) is a REGULAR-BUY. BUY since 98 days. Profits (12.44%). 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 $77.83
1 Year Target Price $77.83
| 14 | Strong Buy |
| 8 | Buy |
| 3 | Hold |
| 1 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 30.86% | Avg. Invested days 75 | Today’s Advisory WEAK BUY |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  3.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 308.49B USD | Price to earnings Ratio 28.78 | 1Y Target Price 77.83 |
Price to earnings Ratio 28.78 | 1Y Target Price 77.83 | ||
Volume (30-day avg) 26 | Beta 0.46 | 52 Weeks Range 59.75 - 73.85 | Updated Date 07/1/2025 |
52 Weeks Range 59.75 - 73.85 | Updated Date 07/1/2025 | ||
Dividends yield (FY) 2.88% | Basic EPS (TTM) 2.49 |
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 23% | Operating Margin (TTM) 33.53% |
Management Effectiveness
Return on Assets (TTM) 8.89% | Return on Equity (TTM) 38.78% |
Valuation
Trailing PE 28.78 | Forward PE 23.92 | Enterprise Value 339850871713 | Price to Sales(TTM) 6.58 |
Enterprise Value 339850871713 | Price to Sales(TTM) 6.58 | ||
Enterprise Value to Revenue 7.25 | Enterprise Value to EBITDA 21.22 | Shares Outstanding 4304269824 | Shares Floating 3871343589 |
Shares Outstanding 4304269824 | Shares Floating 3871343589 | ||
Percent Insiders 9.87 | Percent Institutions 65.28 |
Analyst Ratings
Rating 4 | Target Price 77.83 | Buy 8 | Strong Buy 14 |
Buy 8 | Strong Buy 14 | ||
Hold 3 | Sell 1 | Strong Sell - | |
Strong Sell - |
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 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.
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 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
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
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
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.
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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