Coca-Cola Company logo

Coca-Cola Company (KO)

Common Stock · Currency in USD · XNYS

Founded in 1886, Atlanta-headquartered Coca-Cola is the world's largest nonalcoholic beverage company, with a strong portfolio of 200 brands covering key categories including carbonated soft drinks, water, sports, energy, juice, and coffee. Together with bottlers and distribution partners, the company sells finished beverage products bearing Coca-Cola and licensed brands through retailers and food-service locations in more than 200 countries and regions globally. Coca-Cola generates around 60% of its total revenue overseas, with sizable contributions from emerging economies in Latin America and Asia-Pacific.

Company Info

SIC2080
Composite FIGIBBG000BMX289
CIK0000021344
IPOSep 26, 1924
Sectorbeverages

Highlights

Market Cap$330.21B
EPS$3.56
P/E Ratio21.71
Revenue$47.33B
Gross Profit$31.28B
Net Income$15.21B
Employees65,900
WSO4,304,152,877
Phone404-676-2121

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Analysis

Share Price Chart

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Coca-Cola Company, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.

Returns By Period

Coca-Cola Company (KO) has returned 9.84% so far this year and 15.84% over the past 12 months. Looking at the last ten years, KO has achieved an annualized return of 5.06%, underperforming the Benchmark (SPY), which averaged 12.23% per year.

KO

1M-1.23%
6M15.39%
YTD9.84%
1Y15.84%
5Y7.54%
10Y5.06%

Benchmark (SPY)

1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%

Monthly Returns

The table below presents the monthly returns of Coca-Cola Company (KO) with color gradation from worst to best to easily spot seasonal factors.

JanFebMarAprMayJunJulAugSepOctNovDec
20267.10%8.73%-6.40%0.75%
20251.81%12.71%1.96%1.21%0.14%-1.77%-4.37%0.58%-3.83%3.60%6.28%-3.71%
20241.17%0.76%2.14%0.96%1.83%1.50%4.23%8.16%-0.80%-9.42%-2.12%-2.79%
2023-3.52%-2.67%4.90%2.97%-7.00%0.47%2.87%-3.64%-6.70%1.04%2.89%1.13%
20223.72%2.18%-0.23%3.66%-2.91%-0.80%1.66%-3.71%-9.03%6.19%5.96%
2021-11.28%1.49%6.61%1.93%1.88%-2.22%4.95%-1.56%-6.94%6.80%-6.99%11.76%
20205.57%-8.95%-17.95%8.03%2.32%-4.24%5.14%5.07%0.12%-2.79%5.85%5.18%
20192.54%-6.48%3.06%4.41%0.37%3.58%3.05%4.28%-0.98%-0.18%-2.25%3.81%
20183.66%-8.84%0.77%-0.53%0.09%1.76%6.51%-4.05%3.57%3.70%5.42%-5.05%
20170.17%1.06%1.02%1.34%5.38%-1.32%1.62%-0.91%-1.38%2.06%0.04%0.17%
2016-2.90%0.07%1.64%-3.73%-0.60%-2.06%0.21%-4.83%2.85%

Performance Indicators

The charts below present risk-adjusted performance metrics for Coca-Cola Company (KO) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.

Sharpe ratio

-2.00-1.000.001.002.003.00KO: 0.47SPY: 0.92

Sortino ratio

-6.00-4.00-2.000.002.004.00KO: 0.71SPY: 1.40

Omega ratio

0.501.001.502.00KO: 1.08SPY: 1.22

Calmar ratio

0.002.004.006.00KO: 0.55SPY: 1.20

Martin ratio

0.001.003.00KO: 0.09SPY: 0.42

The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.

The chart below shows the rolling Sharpe ratio of KO compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.

Volatility Chart

The current Coca-Cola Company volatility is 0.82%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.

Income Statement

The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.

202520242023202220212020201920182017201620152014201320122011
Liabilities And Equity (USD)104.82B100.55B97.70B92.76B94.35B87.30B86.38B83.22B87.90B87.27B90.09B92.02B90.06B86.17B79.97B
Equity Attributable To Parent (USD)32.17B24.86B25.94B24.11B23.00B19.30B18.98B16.98B17.07B23.06B25.55B30.32B33.17B32.79B31.64B
Equity Attributable To Noncontrolling Interest (USD)2.11B1.52B1.54B1.72B1.86B1.99B2.12B2.08B1.91B158.00M210.00M241.00M267.00M378.00M286.00M
Equity (USD)34.28B26.37B27.48B25.83B24.86B21.28B21.10B19.06B18.98B23.22B25.76B30.56B33.44B33.17B31.92B
Other Non-current Liabilities (USD)--9.15B10.44B10.09B10.80B6.54B4.57B7.25B4.31B6.32B6.47B8.63B8.87B8.07B
Long-term Debt (USD)--37.51B36.78B39.45B40.61B31.77B30.36B34.48B33.21B31.08B22.62B20.18B16.31B15.70B
Noncurrent Liabilities (USD)49.26B48.93B46.65B47.21B49.54B51.41B38.31B34.94B41.73B37.52B37.40B29.09B28.80B25.19B23.77B
Current Liabilities (USD)21.28B25.25B23.57B19.72B19.95B14.60B26.97B29.22B27.19B26.53B26.93B32.37B27.81B27.82B24.28B
Liabilities (USD)70.54B74.18B70.22B66.94B69.49B66.01B65.28B64.16B68.92B64.05B64.33B61.46B56.62B53.01B48.05B
Other Non-current Assets (USD)64.16B64.25B61.74B60.33B61.89B57.28B55.13B44.35B43.15B42.63B44.13B44.40B43.78B41.37B39.54B
Fixed Assets (USD)9.61B10.30B9.24B9.84B9.92B10.78B10.84B8.23B8.20B10.64B12.57B14.63B14.97B14.48B14.94B
Noncurrent Assets (USD)73.77B74.55B70.97B70.17B71.81B68.06B65.97B52.58B51.35B53.26B56.70B59.04B58.75B55.85B54.48B
Other Current Assets (USD)12.75B8.42B9.95B7.80B8.21B7.41B9.09B16.92B18.53B13.19B14.86B11.88B10.91B13.61B8.51B
Inventory (USD)4.43B4.73B4.42B4.23B3.41B3.27B3.38B2.77B2.66B2.68B2.90B3.10B3.28B3.26B3.09B
Cash (USD)13.87B12.85B12.36B10.56B10.93B8.57B7.95B10.95B15.36B18.15B15.63B18.01B17.12B13.46B13.89B
Current Assets (USD)31.04B26.00B26.73B22.59B22.55B19.24B20.41B30.63B36.55B34.01B33.40B32.99B31.30B30.33B25.50B
Assets (USD)104.82B100.55B97.70B92.76B94.35B87.30B86.38B83.22B87.90B87.27B90.09B92.02B90.06B86.17B79.97B

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