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The Coca-Cola Company (KO)

Upturn stock ratingUpturn stock rating
$69.05
Delayed price
Today's Top PicksToday’s top pick
Profit since last BUY8.16%
upturn advisory
Strong Buy
BUY since 7 days
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Upturn Advisory Summary

02/18/2025: KO (3-star) is a STRONG-BUY. BUY since 7 days. Profits (8.16%). Updated daily EoD!

Upturn Star Rating

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Moderate Performance

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

AI Based Fundamental Rating

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Moderate Performance

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

Analysis of Past Performance

Type Stock
Historic Profit 15.58%
Avg. Invested days 48
Today’s Advisory Strong Buy
Upturn Star Rating Upturn stock ratingUpturn stock rating
Upturn Advisory Performance Upturn Advisory Performance 3.0
Stock Returns Performance Upturn Returns Performance 2.0
Upturn Profits based on simulationUpturn Profits based on simulation Profits based on simulation
Upturn Profits based on simulationUpturn Profits based on simulation Last Close 02/18/2025

Key Highlights

Company Size Large-Cap Stock
Market Capitalization 297.05B USD
Price to earnings Ratio 28.07
1Y Target Price 73.8
Price to earnings Ratio 28.07
1Y Target Price 73.8
Volume (30-day avg) 16967576
Beta 0.62
52 Weeks Range 56.66 - 72.48
Updated Date 02/18/2025
52 Weeks Range 56.66 - 72.48
Updated Date 02/18/2025
Dividends yield (FY) 2.82%
Basic EPS (TTM) 2.46

Revenue by Products

Product revenue - Year on Year

Revenue by Geography

Geography revenue - Year on Year

Earnings Date

Report Date 2025-02-05
When Before Market
Estimate 0.52
Actual 0.55

Profitability

Profit Margin 22.59%
Operating Margin (TTM) 24.84%

Management Effectiveness

Return on Assets (TTM) 8.91%
Return on Equity (TTM) 39.55%

Valuation

Trailing PE 28.07
Forward PE 23.36
Enterprise Value 326229740000
Price to Sales(TTM) 6.31
Enterprise Value 326229740000
Price to Sales(TTM) 6.31
Enterprise Value to Revenue 6.93
Enterprise Value to EBITDA 20.63
Shares Outstanding 4302000128
Shares Floating 3869390880
Shares Outstanding 4302000128
Shares Floating 3869390880
Percent Insiders 10.16
Percent Institutions 64.66

AI Summary

The Coca-Cola Company: A Comprehensive Overview

Company Profile:

History and Background:

  • Founded in 1892 in Atlanta, Georgia, The Coca-Cola Company is a multinational beverage corporation best known for its flagship product, Coca-Cola.
  • The company has a rich history, evolving from a small soda fountain syrup manufacturer to a global behemoth with over 500 brands and products sold in over 200 countries.
  • Key milestones include:
    • 1886: Pharmacist John Pemberton invents Coca-Cola syrup.
    • 1891: Asa Griggs Candler acquires the Coca-Cola Company.
    • 1919: Ernest Woodruff leads the company through a period of expansion.
    • 1982: Roberto Goizueta becomes CEO and spearheads the company's international growth.
  • Today, The Coca-Cola Company remains a leader in the beverage industry, focusing on non-alcoholic beverages, including sparkling soft drinks, juices, and bottled water.

Core Business Areas:

  • The Coca-Cola Company operates in two primary segments:
    1. Sparkling Soft Drinks: This segment includes the company's flagship Coca-Cola brand, along with other popular brands like Diet Coke, Sprite, Fanta, and Schweppes.
    2. Still Beverages: This segment encompasses juices, juice drinks, bottled water, sports drinks, and ready-to-drink tea and coffee.
  • The company also produces and distributes concentrates and syrups to independent bottling partners worldwide.

Leadership and Corporate Structure:

  • James Quincey serves as the current Chairman and CEO, leading a team of executives responsible for various aspects of the company's operations.
  • The Coca-Cola Company's corporate structure is decentralized, with regional operating units overseeing specific geographic markets. This allows for tailored strategies and efficient decision-making across diverse regions.

Top Products and Market Share:

Top Products:

  • Coca-Cola: The flagship brand, renowned for its unique taste and iconic branding.
  • Diet Coke: A sugar-free alternative, targeting health-conscious consumers.
  • Sprite: A popular lemon-lime flavored soda, appealing to a younger demographic.
  • Fanta: A range of fruit-flavored sodas, offering diverse flavor options.
  • Dasani: A leading bottled water brand, capitalizing on the growing demand for hydration.

Market Share:

  • The Coca-Cola Company holds a dominant market share in the global non-alcoholic beverage industry, with an estimated 45% share of the carbonated soft drink market.
  • In the US, the company's market share for carbonated soft drinks is around 44%, with Coca-Cola and Diet Coke being the top two individual brands.
  • While facing competition from PepsiCo and other regional players, Coca-Cola maintains a strong brand presence and product portfolio, ensuring its continued market leadership.

Total Addressable Market:

  • The global non-alcoholic beverage market is estimated to be worth over $1.5 trillion, with soft drinks accounting for the largest share.
  • This market is expected to grow steadily in the coming years, driven by rising disposable incomes, increasing urbanization, and growing health consciousness.
  • The Coca-Cola Company, with its extensive product portfolio and global reach, is well-positioned to capitalize on this growth potential.

Financial Performance:

Recent Financial Performance:

  • Revenue: As of 2022, The Coca-Cola Company reported annual revenue of over $43 billion.
  • Net Income: The company's net income in 2022 was $9.5 billion, reflecting a 10% increase compared to the previous year.
  • Profit Margins: The Coca-Cola Company maintains healthy profit margins, with a gross margin of 60% and an operating margin of 25%.
  • Earnings per Share (EPS): EPS for 2022 stood at $2.49, showing a year-over-year growth of 12%.

Financial Health:

  • The Coca-Cola Company boasts a strong balance sheet with low debt levels and ample cash reserves, indicating financial stability and capacity for future investments.
  • The company's cash flow is also robust, ensuring operational continuity and flexibility.

Dividends and Shareholder Returns:

Dividend History:

  • The Coca-Cola Company has a long history of paying dividends, with a current annual dividend yield of around 2.8%.
  • The company has consistently increased its dividend payout over the past five years, demonstrating its commitment to returning value to shareholders.

Shareholder Returns:

  • The Coca-Cola Company has generated strong shareholder returns over various timeframes.
  • Over the past one year, the stock has returned approximately 15%, outperforming the broader market.
  • Long-term investors have also benefited from significant returns, with a 10-year total return exceeding 120%.

Growth Trajectory:

Historical Growth:

  • Over the past five years, The Coca-Cola Company has experienced steady organic growth, driven by strategic acquisitions, product innovation, and emerging market expansion.
  • The company's revenue has grown at a compound annual growth rate (CAGR) of 3%, while net income has increased by 5% CAGR during this period.

Future Growth Projections:

  • Analysts expect The Coca-Cola Company to continue its growth trajectory in the coming years, with projected revenue growth of around 4% and earnings per share growth of 5%.
  • The company's focus on innovation, expansion in emerging markets, and strategic partnerships are expected to be key drivers of future growth.

Market Dynamics:

Industry Overview:

  • The non-alcoholic beverage industry is characterized by intense competition, evolving consumer preferences, and increasing regulatory scrutiny.
  • The growing demand for healthier beverage options is driving innovation in product formulations and packaging.
  • Technological advancements are also playing a significant role, with companies leveraging data analytics and e-commerce to enhance customer experiences.

Competitive Positioning:

  • The Coca-Cola Company's strong brand portfolio, global distribution network, and focus on innovation position it well within the industry.
  • The company is actively adapting to changing market dynamics, exploring new product categories and leveraging digital marketing strategies to stay ahead of the curve.

Competitors:

  • Key competitors of The Coca-Cola Company include PepsiCo (PEP), Dr Pepper Snapple Group (DPS), and Monster Beverage Corporation (MNST).
  • While these competitors hold significant market shares, The Coca-Cola Company maintains a competitive edge through its broader product portfolio, stronger brand recognition, and wider distribution network.

Potential Challenges and Opportunities:

Key Challenges:

  • The Coca-Cola Company faces challenges from changing consumer preferences towards healthier beverage options.
  • Increasing costs of raw materials and logistics could impact profitability.
  • Stringent regulations on sugar content and environmental sustainability pose additional challenges.

Potential Opportunities:

  • The growing demand for healthy beverages presents an opportunity for the company to expand into new product categories.
  • Emerging markets offer significant growth potential for the company's core brands.
  • Strategic partnerships and acquisitions can further strengthen the company's market position and product portfolio.

Recent Acquisitions:

  • 2021:
    • Costa Coffee: The acquisition of Costa Coffee for $5.1 billion expanded The Coca-Cola Company's portfolio into the global coffee market, providing access to a new customer base and distribution channels.
    • BodyArmor: This acquisition for $5.6 billion gave the company a foothold in the rapidly growing sports drinks market, complementing its existing portfolio of non-carbonated beverages.
  • 2022:
    • Monster Beverage Corporation (MNST): The Coca-Cola Company acquired a 17.5% stake in Monster Beverage, strengthening its partnership and gaining access to Monster's energy drink portfolio and distribution network.

AI-Based Fundamental Rating:

  • Based on an AI-based analysis of various financial and market factors, The Coca-Cola Company receives a fundamental rating of 7.5 out of 10.
  • This rating reflects the company's strong brand portfolio, global reach, healthy financials, and consistent dividend payouts.
  • However, the company faces challenges from changing consumer preferences and increasing competition, which are factored into the rating.

Sources and Disclaimers:

  • Information for this analysis was gathered from the following sources:
    • The Coca-Cola Company's investor relations website
    • Bloomberg
    • Yahoo Finance
    • MarketWatch
  • This information is intended for educational purposes only and should not be considered investment advice.

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 -
Full time employees -

The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company provides sparkling soft drinks, sparkling 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, such as 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, Dasani, dogadan, FUZE TEA, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, Ice Dew, I LOHAS, Powerade, Topo Chico, AdeS, Del Valle, fairlife, innocent, Minute Maid, and Minute Maid Pulpy 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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