The Coca Cola Stock Buy Hold or Sell Recommendation

KO Stock  USD 63.03  0.29  0.46%   
Allowing for the 90-day total investment horizon and your typical level of risk aversion, our recommendation regarding The Coca Cola is 'Hold'. Macroaxis provides Coca Cola buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding KO positions. The advice algorithm takes into account all of Coca Cola's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Coca Cola's buy or sell advice are summarized below:
Real Value
68.49
Target Price
61.97
Hype Value
63.06
Market Value
63.03
Naive Value
61.62
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell The Coca Cola given historical horizon and risk tolerance towards Coca Cola. When Macroaxis issues a 'buy' or 'sell' recommendation for The Coca Cola, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Coca Cola Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual companies such as Coca and provide practical buy, sell, or hold advice based on investors' investing horizon and their risk tolerance towards The Coca Cola. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons.

Execute Coca Cola Buy or Sell Advice

The Coca recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Coca Cola. Macroaxis does not own or have any residual interests in The Coca Cola or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Coca Cola's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Coca ColaBuy Coca Cola
Hold

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Investor Sentiment

AlarmedDetails

Analyst Consensus

Strong BuyDetails

Financial Strenth (F Score)

HealthyDetails

Financial Leverage

Not RatedDetails

Reporting Quality (M-Score)

Unlikely ManipulatorDetails
For the selected time horizon The Coca Cola has a Risk Adjusted Performance of 0.0922, Jensen Alpha of 0.0638, Total Risk Alpha of (0.01), Sortino Ratio of 0.0112 and Treynor Ratio of 0.2608
Macroaxis provides unbiased investment recommendation on Coca Cola that should be used to complement current analysts and expert consensus on The Coca Cola. Our trade advice engine determines the company's potential to grow exclusively from the perspective of an investors' current risk tolerance and investing horizon. To make sure Coca Cola is not overpriced, please confirm all Coca Cola fundamentals, including its shares owned by institutions, cash per share, number of employees, as well as the relationship between the revenue and cash flow from operations . Given that Coca Cola has a price to earning of 27.50 X, we suggest you to validate The Coca Cola market performance and probability of bankruptcy to ensure the company can sustain itself in the current economic cycle given your prevailing risk tolerance and investing horizon.

Coca Cola Trading Alerts and Improvement Suggestions

About 63.0% of the company shares are owned by institutional investors
On 1st of April 2024 Coca Cola paid $ 0.485 per share dividend to its current shareholders
Latest headline from coindesk.com: The Voice Makes Its Way to the Metaverse

Coca Cola Returns Distribution Density

The distribution of Coca Cola's historical returns is an attempt to chart the uncertainty of Coca Cola's future price movements. The chart of the probability distribution of Coca Cola daily returns describes the distribution of returns around its average expected value. We use The Coca Cola price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Coca Cola returns is essential to provide solid investment advice for Coca Cola.
Mean Return
0.11
Value At Risk
-0.89
Potential Upside
1.20
Standard Deviation
0.69
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Coca Cola historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Coca Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Coca Cola is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Coca Cola backward and forwards among themselves. Coca Cola's institutional investor refers to the entity that pools money to purchase Coca Cola's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
T. Rowe Price Associates, Inc.2023-12-31
40.6 M
Legal & General Group Plc2023-12-31
37.5 M
Goldman Sachs Group Inc2023-12-31
36.8 M
Bank Of New York Mellon Corp2023-12-31
35.9 M
Royal Bank Of Canada2023-12-31
27.8 M
Bank Of America Corp2023-12-31
27.7 M
Wellington Management Company Llp2023-12-31
25.7 M
Ubs Asset Mgmt Americas Inc2023-12-31
24.3 M
Ameriprise Financial Inc2023-12-31
22.5 M
Berkshire Hathaway Inc2023-12-31
400 M
Vanguard Group Inc2023-12-31
370.7 M
Note, although Coca Cola's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Coca Cola Cash Flow Accounts

201920202021202220232024 (projected)
Change To Inventory(183M)99M(135M)(960M)(597M)(567.2M)
Change In Cash(2.6B)373M2.9B(200M)(153M)(145.4M)
Free Cash Flow8.4B8.7B11.3B9.5B9.7B5.6B
Depreciation1.1B1.4B1.5B1.5B1.1B1.1B
Other Non Cash Items(166M)(258M)(1.2B)558M351M238.9M
Dividends Paid6.8B7.0B7.3B7.6B(8.0B)(7.6B)
Capital Expenditures2.1B1.2B1.4B1.5B1.9B1.6B
Net Income9.0B7.8B9.8B9.6B10.7B5.9B
End Period Cash Flow6.7B7.1B10.0B9.8B9.4B5.6B
Change To Netincome(245M)(150M)77M792M910.8M566.2M
Investments2.3B252M1.0B(763M)(997M)(1.0B)
Net Borrowings(1.8B)(1.9B)228M(958M)(862.2M)(819.1M)

Coca Cola Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Coca Cola or Beverages sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Coca Cola's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Coca stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.06
β
Beta against NYSE Composite0.37
σ
Overall volatility
0.65
Ir
Information ratio 0.01

Coca Cola Volatility Alert

The Coca Cola exhibits relatively low volatility with skewness of 0.52 and kurtosis of 1.25. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Coca Cola's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Coca Cola's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Coca Cola Implied Volatility

Coca Cola's implied volatility exposes the market's sentiment of The Coca Cola stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Coca Cola's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Coca Cola stock will not fluctuate a lot when Coca Cola's options are near their expiration.

Coca Cola Fundamentals Vs Peers

Comparing Coca Cola's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Coca Cola's direct or indirect competition across all of the common fundamentals between Coca Cola and the related equities. This way, we can detect undervalued stocks with similar characteristics as Coca Cola or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Coca Cola's fundamental indicators could also be used in its relative valuation, which is a method of valuing Coca Cola by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Coca Cola to competition
FundamentalsCoca ColaPeer Average
Return On Equity0.39-0.31
Return On Asset0.0861-0.14
Profit Margin0.23 %(1.27) %
Operating Margin0.33 %(5.51) %
Current Valuation299.9 B16.62 B
Shares Outstanding4.31 B571.82 M
Shares Owned By Insiders9.95 %10.09 %
Shares Owned By Institutions63.22 %39.21 %
Number Of Shares Shorted29.36 M4.71 M
Price To Earning27.50 X28.72 X
Price To Book9.69 X9.51 X
Price To Sales5.49 X11.42 X
Revenue45.75 B9.43 B
Gross Profit25 B27.38 B
EBITDA12.44 B3.9 B
Net Income10.71 B570.98 M
Cash And Equivalents9.52 B2.7 B
Cash Per Share3.06 X5.01 X
Total Debt42.06 B5.32 B
Debt To Equity1.69 %48.70 %
Current Ratio1.13 X2.16 X
Book Value Per Share6.13 X1.93 K
Cash Flow From Operations11.6 B971.22 M
Short Ratio2.15 X4.00 X
Earnings Per Share2.49 X3.12 X
Price To Earnings To Growth2.93 X4.89 X
Target Price67.43
Number Of Employees79.1 K18.84 K
Beta0.57-0.15
Market Capitalization272.78 B19.03 B
Total Asset97.7 B29.47 B
Retained Earnings73.78 B9.33 B
Working Capital3.16 B1.48 B
Note: Coca Cola exotic insider transaction detected [view details]

Coca Cola Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Coca . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Coca Cola Buy or Sell Advice

When is the right time to buy or sell The Coca Cola? Buying financial instruments such as Coca Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
 2021 2022 2023 2024 (projected)
Short and Long Term Debt Total42.8B39.1B42.1B44.2B
Total Assets94.4B92.8B97.7B102.6B

Use Investing Ideas to Build Portfolios

In addition to having Coca Cola in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Precious Metals Funds
Precious Metals Funds Theme
Funds or Etfs that invest in entities that are involved in mining, processing or dealing of precious metals. The Precious Metals Funds theme has 31 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Precious Metals Funds Theme or any other thematic opportunities.
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When determining whether Coca Cola offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Coca Cola's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of The Coca Cola Stock. Outlined below are crucial reports that will aid in making a well-informed decision on The Coca Cola Stock:
Check out Coca Cola Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.

Complementary Tools for Coca Stock analysis

When running Coca Cola's price analysis, check to measure Coca Cola's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coca Cola is operating at the current time. Most of Coca Cola's value examination focuses on studying past and present price action to predict the probability of Coca Cola's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coca Cola's price. Additionally, you may evaluate how the addition of Coca Cola to your portfolios can decrease your overall portfolio volatility.
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Is Coca Cola's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coca Cola. If investors know Coca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coca Cola listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.026
Dividend Share
1.865
Earnings Share
2.49
Revenue Per Share
10.668
Quarterly Revenue Growth
0.029
The market value of Coca Cola is measured differently than its book value, which is the value of Coca that is recorded on the company's balance sheet. Investors also form their own opinion of Coca Cola's value that differs from its market value or its book value, called intrinsic value, which is Coca Cola's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coca Cola's market value can be influenced by many factors that don't directly affect Coca Cola's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Coca Cola's value and its price as these two are different measures arrived at by different means. Investors typically determine if Coca Cola is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coca Cola's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.