KO
Coca-Cola Company (The)
Consumer Staples · Soft Drinks & Non-alcoholic Beverages · US
$78.42
Close 2026-05-10
✗ ETHICAL FAIL

STRONG MOAT
HIGH
Data Confidence: 100%
Full financial profile available
Market Cap
$337.4B
Trailing P/E
24.70
Forward P/E
22.50
Rev Growth
+12.1%
Profit Margin
27.8%
ROE
43.4%
Analyst Target
$85.71
Recommendation
BUY
About Coca-Cola Company (The)

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.

Opportunity Summary
Trading at $78, 12% above fair value of $70. Strong competitive moat. Fails ethical screen (Debt ratio). Ranks better than 17% of screened stocks.
Ethical Screen
Business ActivityPASS
Debt Ratio (0.43%)FAIL
Cash Ratio (0.19%)PASS
Receivables Ratio (0.13%)PASS
Revenue Ratio (0.02%)PASS
OverallFAIL
Score Ethical: 10.0
Score Valuation: 50.5
Score Quality: 62.0
Score Combined: 40.6
Fair Value Est: $70.00 · Margin of Safety: -10.7% · Tier: AVOID

Full Analysis

Opportunity scores, earnings history, insider transactions, institutional holders, analyst consensus, and more.

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Opportunity Scores
Valuation87.4
Quality61.4
Cash Flow11.2
Moat100.0
Balance Sheet54.4
Debt Purity0.0
Liquid Purity41.5
Rev Purity67.2
Compliance32.0
Tier: BRONZE · Score: 48.3 · Rank: #2275
Earnings History (Last 8 Quarters)
DateEPS Est.Reported EPSSurprise %
2026-07-210.93Pending--
2026-04-280.810.86+5.9%
2026-02-100.560.58+2.7%
2025-10-210.780.82+5.3%
2025-07-220.840.87+3.9%
2025-04-290.720.73+1.9%
2025-02-110.520.55+6.4%
2024-10-230.750.77+3.2%
Quarterly Financials
PeriodRevenueNet IncomeEBITDAGross ProfitOp. IncomeEPS
2026-03-31$12.5B$3.9B$5.2B$7.9B$4.4B0.91
2025-12-31$11.8B$2.3B$3.6B$7.1B$2.9B0.53
2025-09-30$12.5B$3.7B$4.8B$7.7B$4.0B0.86
2025-06-30$12.5B$3.8B$5.5B$7.8B$4.3B0.89
2025-03-31$11.1B$3.3B$4.7B$7.0B$3.7B0.77
2024-12-31
Insider Transactions
DateNameRoleSharesValue
2026-05-15QUAN NANCY WOfficer31,625$2.6M
2026-05-15QUAN NANCY WOfficer31,625$1.4M
2026-05-11QUINCEY JAMES R.Chairman of the Board44,678--
2026-05-07QUINCEY JAMES R.Chairman of the Board200,000$15.8M
2026-03-09DOUGLAS MONICA HOWARDOfficer23,880$1.8M
2026-03-03QUINCEY JAMES R.Chief Executive Officer250,688$19.8M
2026-03-03PIETRACCI BRUNODivisional Officer28,765$2.3M
2026-03-03QUAN NANCY WOfficer23,556$1.9M
2026-03-02MURPHY JOHNPresident72,449$5.8M
2026-02-27PEREZ BEATRIZ ROfficer21,326$1.7M
Top Institutional Holders
HolderSharesValue% Held
Berkshire Hathaway, Inc400.0M$32.6B0.1%
Blackrock Inc.333.6M$27.2B0.1%
Vanguard Capital Management LLC237.5M$19.3B0.1%
State Street Corporation167.2M$13.6B0.0%
FMR, LLC107.6M$8.8B0.0%
Vanguard Portfolio Management LLC99.9M$8.1B0.0%
Geode Capital Management, LLC93.0M$7.6B0.0%
Morgan Stanley91.9M$7.5B0.0%
Charles Schwab Investment Management, Inc.76.3M$6.2B0.0%
JPMORGAN CHASE & CO70.6M$5.8B0.0%
Analyst Recommendations
3 Months Ago
7
12
5
24 analysts
2 Months Ago
7
12
5
24 analysts
Last Month
7
12
5
24 analysts
Current
7
12
4
24 analysts
Strong Buy Buy Hold Sell Strong Sell
Recent Price History
2026-05-10
$78.42
2026-05-09
$78.42
2026-05-08
$79.17
2026-05-08
$79.17
5D Range
May 8
May 8
May 9
May 10
Additional Fundamentals
Enterprise Value
$383.5B
Price/Book
10.42
Beta
0.356
Analysts
23
Total Revenue (TTM)
$49.3B
Total Debt
$44.6B
Earnings Growth
+18.2%
Dividend Yield
270.0%
Rec. Mean
1.75
Short Ratio
3.12
Short % Float
0.0%
Employees
65,900

Elite Intelligence

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Trade Consideration
The Opportunity
Score 40.6 (P45 — top 55.0% of scored tickers). Strong Moat. Ethical FAIL. 23 analysts at Buy.
Price: $78.42 | Target: $86.06 (+10%) | Fair Value: $70.00 (+-11%)
Score
41
Moat
STRONG
Conviction
Standard
Upside
+10%
The Fundamentals
Revenue Growth+12.1%
Profit Margin0.0%
ROE43.4%
Forward P/E22.5
Market Cap$337.4B
Earnings Track Record
DateEstimateReportedSurprise
2026-07-21$0.93Pending
2026-04-28$0.81$0.86+5.9%
2026-02-10$0.56$0.58+2.7%
2025-10-21$0.78$0.82+5.3%
2025-07-22$0.84$0.87+3.9%
2025-04-29$0.72$0.73+1.9%
Position Sizing Scenarios
Stop: $66.66 (-15%) | Entry: $78.42
SharesCostProfit to TargetR:R
To Consensus ($86.06, 23 analysts)
10$784.20+$76.40 (10%)0.6R
50$3,921.00+$382.00 (10%)0.6R
100$7,842.00+$764.00 (10%)0.6R
To Fair Value ($70.00)
10$784.20+$-84.20 (-11%)-0.7R
50$3,921.00+$-421.00 (-11%)-0.7R
100$7,842.00+$-842.00 (-11%)-0.7R
Risk Factors
  • Elevated short interest (3.12 days to cover)
The Verdict
Coca-Cola Company (The) holds a strong competitive moat.
Quantitative Grade

A single score combining all analytical layers below. A is strongest, D is weakest.

B
Quant Score
70.0
Risk Grade
LOW_RISK
Layers
8
Quality: HIGH_SORTINO,CONSISTENT_BEATER
Risk Profile

How much could this ticker lose on a bad day? These metrics measure worst-case scenarios from historical data.

VaR 95%
-1.6%
worst expected daily loss, 19 in 20 days
CVaR 95%
-2.0%
avg loss on the worst 5% of days
Annual Volatility
Sortino Ratio
1.67
above 1.0 is good
Max Drawdown
-15.5%
Worst Day
Forward Outlook

Based on 10,000 simulated price paths, here is the probability of where this ticker could be in 30, 60, and 90 days.

30d Prob Up
90d Prob Up
Median Return 30d
Liquidity Score
95
Liquidity Grade
HIGHLY LIQUID
Trend & Momentum

What direction is this ticker actually moving, filtered through noise? Is it speeding up or slowing down?

Kalman Trend
Trend Strength
Momentum Signal
HMM Regime
RSI Signal
Technical Signals

Classic chart signals that institutional traders monitor. Golden Cross is bullish, Death Cross is bearish.

MA Crossover
ABOVE_200
Bollinger Position
UPPER_HALF
Beta
Relative Volume
1.3x
Short Interest
Financial Health

Is this company financially sound? The Z-Score measures bankruptcy risk. The F-Score measures fundamental strength.

Altman Z-Score
below 1.81 = distress zone
Piotroski F-Score
Earnings Beat Rate
100.0%
Earnings Consistency
Correlations

These tickers tend to move together (positive) or in opposite directions (negative). Useful for portfolio diversification.

Most Correlated
TickerCorrelation
XLP0.711
CL0.629
PEP0.589
PG0.572
MDLZ0.562
Inverse Correlated
TickerCorrelation
FIGR-0.323
NTSK-0.279
CAMT-0.245
P-0.244
ANET-0.243
Seasonality

Does this ticker have consistent patterns on certain days or months? Historical tendencies, not guarantees.

Best Day
Friday
Worst Day
Monday
Best Month
Feb
Worst Month
Dec
Fri-Mon Effect
0.34110148398540463
Earnings Drift

After this company beats earnings, does the price keep going up? Drift tracks post-earnings momentum.

Avg Drift After Beat
+0.4%
Beat Drift Positive %
57.1%
Consistency
Momentum Rankings

How does this ticker's recent performance compare to the entire universe? Ranked across 1, 3, 6, and 12-month returns.

1M Return
+5.0%
3M Return
+0.4%
6M Return
+14.6%
12M Return
+16.4%
Momentum Rank
#1817
Momentum Signal
UP

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