The Coca Cola Stock Analysis

KO Stock  USD 60.17  1.26  2.14%   
The Coca Cola is overvalued with Real Value of 53.91 and Target Price of 61.97. The main objective of Coca Cola stock analysis is to determine its intrinsic value, which is an estimate of what The Coca Cola is worth, separate from its market price. There are two main types of Coca Cola's stock analysis: fundamental analysis and technical analysis. Fundamental analysis focuses on the financial and economic factors that affect Coca Cola's performance, such as revenue growth, earnings, and financial stability. Technical analysis, on the other hand, focuses on the price and volume data of Coca Cola's stock to identify patterns and trends that may indicate its future price movements.
The Coca Cola stock is traded in the USA on New York Stock Exchange, with the market opening at 09:30:00 and closing at 16:00:00 every Mon,Tue,Wed,Thu,Fri except for officially observed holidays in the USA. Coca Cola is usually not traded on Thanksgiving Day, Christmas Day, New Year 's Day, Dr . Martin Luther King Jr 's Birthday, Washington 's Birthday, Good Friday, Memorial Day, Juneteenth Holiday, Independence Day, Labour Day. Coca Stock trading window is adjusted to America/New York timezone. Here, you can get updates on important government artifacts, including earning estimates, SEC corporate filings, announcements, and Coca Cola's ongoing operational relationships across important fundamental and technical indicators.
  
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in 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.

Coca Stock Analysis Notes

About 63.0% of the company shares are owned by institutional investors. The company has Price/Earnings To Growth (PEG) ratio of 2.93. Coca Cola last dividend was issued on the 14th of March 2024. The entity had 2:1 split on the 13th of August 2012. The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company was founded in 1886 and is headquartered in Atlanta, Georgia. Coca Cola operates under BeveragesNon-Alcoholic classification in the United States and is traded on New York Stock Exchange. It employs 79000 people. To find out more about The Coca Cola contact Muhtar Kent at 404 676 2121 or learn more at https://www.coca-colacompany.com.

Coca Cola Quarterly Total Revenue

10.85 Billion

Coca Cola Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Coca Cola's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding The Coca Cola or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
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 finbold.com: Warren Buffett, Michael Burry, Nancy Pelosi Which stock portfolio has the best performance

Coca Cola Upcoming and Recent Events

Earnings reports are used by Coca Cola to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Coca Cola previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
22nd of April 2024
Upcoming Quarterly Report
View
24th of July 2024
Next Financial Report
View
31st of March 2024
Next Fiscal Quarter End
View
11th of February 2025
Next Fiscal Year End
View
31st of December 2023
Last Quarter Report
View
31st of December 2023
Last Financial Announcement
View

Coca Largest EPS Surprises

Earnings surprises can significantly impact Coca Cola's stock price both in the short term and over time. Negative earnings surprises usually result in a price decline. However, it has been seen that positive earnings surprises lead to an immediate rise in a stock's price and a gradual increase over time. This is why we often hear news about some companies beating earning projections. Financial analysts spend a large amount of time predicting earnings per share (EPS) along with other important future indicators. Many analysts use forecasting models, management guidance, and additional fundamental information to derive an EPS estimate.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2005-02-16
2004-12-310.20.230.0315 
2001-10-18
2001-09-300.20.230.0315 
2008-10-15
2008-09-300.380.420.0410 
View All Earnings Estimates

Coca Cola Thematic Classifications

In addition to having Coca Cola stock in your portfolios, you can 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 favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Alcohol Idea
Alcohol
Wines, Hard liqueur and other alcoholic beverages
Soft Drinks Idea
Soft Drinks
Soft drinks beverages and refreshments
Cigarettes Idea
Cigarettes
Tobacco and tobacco products
Investor Favorites Idea
Investor Favorites
Equities most commonly found in portfolios of money managers
Dividend Beast Idea
Dividend Beast
Solid, dividend-paying stocks and ETFs
Baby Boomer Prospects Idea
Baby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Beer and Liquor Idea
Beer and Liquor
USA Equities from Beer and Liquor industry as classified by Fama & French
Warren Buffett Holdings Idea
Warren Buffett Holdings
Equities that Berkshire Hathaway invests in via either BRK-A or BRK-B common stocks
Giant Impact Idea
Giant Impact
Public companies with mega capitalization

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 originate 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 Market Capitalization

The company currently falls under 'Mega-Cap' category with a market capitalization of 259.4 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Coca Cola's market, we take the total number of its shares issued and multiply it by Coca Cola's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.

Coca Profitablity

Coca Cola's profitability indicators refer to fundamental financial ratios that showcase Coca Cola's ability to generate income relative to its revenue or operating costs. If, let's say, Coca Cola is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Coca Cola's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Coca Cola's profitability requires more research than a typical breakdown of Coca Cola's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 0.23 %, which suggests that even a small decline in it sales will erase profits and may result in a net loss, or a negative profit margin. This is way below average. Likewise, it shows Net Operating Margin (NOM) of 0.22 %, which signifies that for every $100 of sales, it has a net operating income of $0.22.
Last ReportedProjected for Next Year
Return On Tangible Assets 0.17  0.18 
Return On Capital Employed 0.15  0.14 
Return On Assets 0.11  0.14 
Return On Equity 0.41  0.37 

Management Efficiency

Coca Cola has Return on Asset (ROA) of 0.0874 % which means that for every $100 of assets, it generated a profit of $0.0874. This is way below average. Likewise, it shows a return on total equity (ROE) of 0.4016 %, which means that it produced $0.4016 on every 100 dollars invested by current stockholders. Coca Cola's management efficiency ratios could be used to measure how well Coca Cola manages its routine affairs as well as how well it operates its assets and liabilities. At this time, Coca Cola's Return On Tangible Assets are very stable compared to the past year. As of the 20th of April 2024, Return On Assets is likely to grow to 0.14, while Return On Capital Employed is likely to drop 0.14. At this time, Coca Cola's Return On Assets are very stable compared to the past year. As of the 20th of April 2024, Asset Turnover is likely to grow to 0.87, while Non Currrent Assets Other are likely to drop about 4.7 B.
Last ReportedProjected for Next Year
Book Value Per Share 6.00  6.30 
Net Current Asset Value 0.00  0.00 
Tangible Asset Value 0.00  0.00 
Tangible Book Value Per Share(1.33)(1.26)
Enterprise Value Over EBITDA 23.11  15.79 
Price Book Value Ratio 9.82  10.76 
Enterprise Value Multiple 23.11  15.79 
Price Fair Value 9.82  10.76 
Enterprise Value100.7 B105.7 B
The analysis of Coca Cola's management efficiency is an essential part of evaluating and assessing the financial and operational performance of the entity. It is also vital to analyze Coca Cola's future growth prospects and the overall market conditions to determine the value and potential of its stock. The analysis involves studying a range of financial metrics such as revenue, earnings, profit margins, cash flow, debt, market share, and external factors such as economic trends, industry outlook, competition, and government regulations. The goal of Coca Stock analysis is to determine whether it is undervalued, fairly valued, or overvalued and to make informed investment decisions.
Dividend Yield
0.0329
Forward Dividend Yield
0.0329
Forward Dividend Rate
1.94
Beta
0.586

Technical Drivers

As of the 20th of April, Coca Cola shows the Semi Deviation of 0.6752, risk adjusted performance of 0.0176, and Mean Deviation of 0.5785. 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 break down and interpolate data for nineteen technical drivers for The Coca Cola, which can be compared to its peers. 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 60.17 per share. Given that Coca Cola has jensen alpha of (0.03), we suggest you to validate The Coca Cola's prevailing market performance to make sure the company can sustain itself at a future point.

Coca Cola Price Movement Analysis

Execute Study
The output start index for this execution was thirty-five with a total number of output elements of twenty-six. The Bollinger Bands is very popular indicator that was developed by John Bollinger. It consist of three lines. Coca Cola middle band is a simple moving average of its typical price. The upper and lower bands are (N) standard deviations above and below the middle band. The bands widen and narrow when the volatility of the price is higher or lower, respectively. The upper and lower bands can also be interpreted as price targets for Coca Cola. When the price bounces off of the lower band and crosses the middle band, then the upper band becomes the price target.

Coca Cola Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Coca Cola insiders, such as employees or executives, is commonly permitted as long as it does not rely on Coca Cola's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Coca Cola insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Wollaert Guy over six months ago
Coca Cola exotic insider transaction detected

Coca Cola Outstanding Bonds

Coca Cola issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Coca Cola uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Coca bonds can be classified according to their maturity, which is the date when The Coca Cola has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Coca Cola Predictive Daily Indicators

Coca Cola intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Coca Cola stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Coca Cola Corporate Filings

11th of April 2024
Other Reports
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10th of April 2024
Other Reports
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F4
3rd of April 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
27th of March 2024
Other Reports
ViewVerify
18th of March 2024
Other Reports
ViewVerify
F4
15th of March 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
12th of March 2024
Other Reports
ViewVerify
8th of March 2024
Other Reports
ViewVerify

Coca Cola Forecast Models

Coca Cola's time-series forecasting models are one of many Coca Cola's stock analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Coca Cola's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

About Coca Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Coca Cola prices is reacting to, or reflecting on a current market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Coca shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas. a specific sector, or an individual Stock such as Coca Cola. By using and applying Coca Stock analysis, traders can create a robust methodology for identifying Coca entry and exit points for their positions.
Last ReportedProjected for Next Year
Pretax Profit Margin 0.28  0.19 
Operating Profit Margin 0.25  0.18 
Net Profit Margin 0.23  0.14 
Gross Profit Margin 0.60  0.50 

Current Coca Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Coca analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Coca analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
61.97Strong Buy25Odds
The Coca Cola current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Coca analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Coca stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Coca Cola, talking to its executives and customers, or listening to Coca conference calls.
Coca Analyst Advice Details

Coca Stock Analysis Indicators

The Coca Cola stock analysis indicators help investors evaluate how Coca Cola stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Coca Cola shares will generate the highest return on investment. By understating and applying Coca Cola stock analysis, traders can identify Coca Cola position entry and exit signals to maximize returns.
Begin Period Cash Flow9.5 B
Long Term Debt35.5 B
Common Stock Shares Outstanding4.3 B
Total Stockholder Equity25.9 B
Tax Provision2.2 B
Quarterly Earnings Growth Y O Y-0.005
Property Plant And Equipment Net9.2 B
Cash And Short Term Investments13.7 B
Cash9.4 B
Accounts Payable15.5 B
Net Debt32.7 B
50 Day M A59.9122
Total Current Liabilities23.6 B
Other Operating Expenses34.4 B
Non Current Assets Total71 B
Forward Price Earnings20.7469
Non Currrent Assets Other7.2 B
Stock Based Compensation254 M
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 Correlation Analysis to better understand how to build diversified portfolios, which includes a position in 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.
You can also try the Idea Analyzer module to analyze all characteristics, volatility and risk-adjusted return of Macroaxis ideas.

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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
(0.01)
Dividend Share
1.84
Earnings Share
2.47
Revenue Per Share
10.584
Quarterly Revenue Growth
0.072
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.