Coca Cola Story

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KO -- USA Stock  

USD 48.99  1.18  2.35%

As many rational traders are trying to avoid consumer defensive space, it makes sense to outline Coca Cola a little further and understand how it stands against National Beverage and other similar entities. We are going to inspect some of the competitive aspects of both Coca Cola and National.
Published over two weeks ago
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Will Coca Cola (NYSE:KO) institutional investors shift to National (NASDAQ:FIZZ)?
By analyzing existing basic indicators between Coca Cola and National, you can compare the effects of market volatilities on both companies' prices and check if they can diversify away market risk if combined in one of your portfolios. You can also utilize pair trading strategies for matching a long position in National with a short position in Coca Cola. Check out our pair correlation module for more information.

Let's begin by analyzing the assets. The asset utilization indicator refers to the revenue earned for every dollar of assets a company currently reports. Coca Cola has an asset utilization ratio of 37.19 percent. This suggests that the company is making $0.37 for each dollar of assets. An increasing asset utilization means that Coca Cola is more efficient with each dollar of assets it utilizes for everyday operations.
Out of tens of thousands of stocks, funds, and ETFs that trade on global exchanges each represent an individual company which you can analyze using comparative analysis. To determine which one of the two companies, such as Coca Cola or Natl Beverage is a better fit for your portfolio, analyzing a few basic fundamental indicators is a good first step.

UNDERSTANDING Coca Cola dividends

A dividend is the distribution of a portion of Coca Cola earnings, decided and managed by the company's board of directors and paid to a class of its shareholders. Note, announcements of dividend payouts are generally accompanied by a proportional increase or decrease in a company's stock price. Coca Cola dividend payments follow a chronological order of events, and the associated dates are important to determine the shareholders who qualify for receiving the dividend payment. Coca Cola one year expected dividend income is about $0.81 per share.
Dividend Yield is expected to rise to 0.0348 this year, although the value of Payment of Dividends and Other Cash Distributions will most likely fall to (6.6 B).
Last ReportedProjected for 2021
Payment of Dividends and Other Cash Distributions-6.2 B-6.6 B
Dividend Yield 0.0334  0.0348 
Dividends per Basic Common Share 1.84  1.69 
Investing in dividend-paying stocks, such as Coca-Cola is one of the few strategies that are good for long-term investment. Ex-dividend dates are significant because investors in Coca Cola must own a stock before its ex-dividend date to receive its next dividend.
This type of analysis is very useful when you want to generate a past dividend schedule and payout information for Coca Cola. Then that information in the form of graph and calendar can be used to fully explain how Du Pont dividends can provide a real clue to its valuation.

How important is Coca Cola's Liquidity

Coca Cola financial leverage refers to using borrowed capital as a funding source to finance Coca-Cola ongoing operations. It is usually used to expand the firm's asset base and generate returns on borrowed capital. Coca Cola financial leverage is typically calculated by taking the company's all interest-bearing debt and dividing it by total capital. So the higher the debt-to-capital ratio (i.e., financial leverage), the riskier the company. Please check the breakdown between Coca Cola's total debt and its cash.

What do experts say?

Stock analysis is a method for investors and traders to make buying and selling decisions. By studying and evaluating past and current data, investors and traders attempt to gain an edge in the markets by making informed decisions.
It is good to see analyst projects for Coca Cola, but it might be worth checking our own buy vs. sell analysis

Correlation Between Coca Cola and Natl Beverage Cp

In general, stock analysis is a method for investors and traders to make individual buying and selling decisions. Stock correlation analysis is also essential because it can help investors realize that they may not be as diversified as they think. Risk management strategies are usually required to make sure all portfolios are properly aligned against their risk tolerance level. You can consider holding Coca Cola together with similar or unrelated positions with a negative correlation. For example, you can also add Natl Beverage to your portfolio. If Natl Beverage is not perfectly correlated to Coca Cola it will diversify some of the market risks out of the positively correlated stocks in your portfolio. However, the disadvantage of this sort of hedging is that it can potentially affect your investment returns throughout market cycles. When Coca Cola for example, for example, performs excellent and delivers stable returns, the negatively correlated position you locked in as a hedge may drag your returns down.
Please check pair correlation details between KO and FIZZ for more information.

Coca Cola exotic insider transaction detected

Legal trades by Coca Cola insiders are very common, as founders, directors, or employees of any publicly traded firm often have stock or stock options. These trades are made public in the United States through the filing of Form 4 of the Securities and Exchange Commission. Below entry was recorded recently and is publicly available as an insider trade:
Coca Cola insider trading alert for general transaction of hypothetical shares by Henrique Braun, the corporate stakeholder, on 23rd of February 2021. This event was filed by Coca Cola Co with SEC on 2021-02-23. Statement of changes in beneficial ownership - SEC Form 4 [view details]   
Note, although insider trading is legal, in the United States, Canada, Australia, and Germany, for mandatory reporting purposes, corporate insiders are defined as a company's officers, directors, and any beneficial owners of more than 10% of a class of the company's equity securities.

Breaking down Coca Cola Indicators

Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include product or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Revenue Breakdown

Lets now check Coca Cola revenue. Based on the latest financial disclosure, Coca Cola reported 33.47 B of revenue. This is 125.31% higher than that of the Consumer Defensive sector and significantly higher than that of the Beverages?Non-Alcoholic industry. The revenue for all United States stocks is significantly lower than that of the stock. As for National Beverage we see revenue of 1.05 B, which is much higher than that of the Beverages?Non-Alcoholic

33.5 B
KO33.47 Billion96.96
FIZZ1.05 Billion3.04

Coca Cola has 92 percent chance to finish above $49 in March

The downside deviation is down to 1.45 as of today. As of the 9th of February, Coca Cola shows the risk adjusted performance of 0.0196, and Mean Deviation of 1.0. Coca Cola technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to analyze nineteen technical drivers for Coca Cola, which can be compared to its rivals. Please confirm Coca Cola variance, as well as the relationship between the value at risk and skewness to decide if Coca Cola is priced correctly, providing market reflects its regular price of 49.7 per share. Given that Coca Cola has jensen alpha of 0.0602, we suggest you to validate Coca Cola's prevailing market performance to make sure the company can sustain itself at a future point.

Our Final Take On Coca Cola

Whereas some companies in the beverages?non-alcoholic industry are either recovering or due for a correction, Coca Cola may not be as strong as the others in terms of longer-term growth potentials. The inconsistency in the assessment between current Coca Cola valuation and our trade advice on Coca Cola is due to the recent market swings and your selection of investing horizon. Please use our equity advice module to run different scenarios to ensure your current risk level and investment horizon are fully reflective of your current investing preferences in regards to Coca Cola.

About Contributor

This story should be regarded as informational only and should not be considered a solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Coca-Cola. Please refer to our Terms of Use for any information regarding our disclosure principles.

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