Is it worth investing?
$86.10 +20.31% over 12 months Last updated: iun. 10, 2026
The Coca-Cola Company (KO) is a company in the Beverages - Non-Alcoholic industry, listed on NYSE, with a market capitalisation of 370 billion USD. The stock trades at 86.10 USD, 6% below its 52-week high.
Against trailing twelve-month earnings, the price asks 26.2 times profit, versus 20.0 times for the industry median. Return on equity stands at 48.1%, against an industry median of 22.9%. Revenue has grown 7.8% a year over the past five years.
Over the past twelve months the stock returned +20.3%, against +24.8% for SPY over the same period. The analysis below covers valuation, profitability, growth, the balance sheet and price behaviour, with data updated daily.
Some values update after the trading session opens, others are recalculated after it closes.
Some values update after the trading session opens, others are recalculated after it closes.
Some values update after the trading session opens, others are recalculated after it closes.
How good the business is, how expensive the price is, and what the chart is doing for KO stock. How we calculate the three indicators
Above average
It stands best on health and risk, 90.1 out of 100; lowest, growth, at 42.7. Against its sector it stands at 70 out of 100, so the two readings confirm each other.
Expensive
The business produces 1.5 percentage points a year less than the interest on a government bond. It is at its 52-week high.
Earnings against market capitalisation: 26.9 out of 100
Earnings against enterprise value: 29.6 out of 100
Free cash flow against price: 31.9 out of 100
Price against estimated value: 19.2 out of 100
Strongly positive
Signals: 14 positive and 0 negative, with a strong trend (ADX 29). The heaviest weight comes from the “price against the moving averages” family, and no signal family points the other way.
Price against the moving averages: +1.00
MACD: +0.50
Position in the recent range: +1.00
Long-term momentum: +1.00
Volume and money flow: +1.00
Breakouts and reversals: +1.00
What supports and what weakens the investment case for KO stock
The The Coca-Cola Company score from 0 to 100, built from over 400 financial indicators. Not investment advice.
It earns 50% a year on shareholders' money. Revenue grows just 4% a year. Operating profit covers interest 12 times over.
Analysis produced automatically by einvestitii.ro, on data as of oct. 1, 2026. It is not investment advice. Who produces it, what it rests on and what conflicts of interest exist: see the full disclosure.
What it is really worth
The market price is what buyers are asking today. Here we work out what the share should cost based on the company’s own figures: using the valuation models professional investors rely on, the growth the current price assumes, and the target set by the analysts who follow the company.
What the analysts covering The Coca-Cola Company think, and where they see the price 12 months out. These are their estimates, not ours.
What the 26 analysts covering The Coca-Cola Company think
Buy
The analyst consensus is more optimistic than our score, by 32 points on the same 0 to 100 scale.
Analyst estimates, third-party source. These are not our verdict.
Where analysts see The Coca-Cola Company shares 12 months out
$86.06
The target falls outside the 52-week range for The Coca-Cola Company; the marker is capped at the end.
Analyst estimates, third-party source.
Overvalued
What The Coca-Cola Company shares should cost, according to the valuation models of the best-known investors in history.
The average of the Graham, Buffett, Lynch models, and others.
$49.05−43.0% versus price
the price is 1.76 times the estimate from 4 models
Logarithmic scale; the marks are multiples of the fair value.
These are estimates, not price targets: every model starts from assumptions about the future, and if the assumptions change, so does the number.
7 methods with a value for The Coca-Cola Company. The fair value above is the median across 4 of them, chosen by how well they fit the company. All of them are here, for reference.
These are not predictions. The model splits the possible outcomes into ranges and reports how often the price landed in each, across similar cases in the past.
The price range The Coca-Cola Company shares could fall into, from six months out to five years
6 months
The price range The Coca-Cola Company shares could fall into, from six months out to five years
The estimates are generated automatically by a proprietary probabilistic machine-learning and AI model.
This information is general in nature and is not investment advice. In line with Regulation (EU) 596/2014 on market abuse and Regulation (EU) 2024/1689 on artificial intelligence. Past performance does not guarantee future results. Full methodology
Estimated chances for the next six months
No clear tilt
12 months
The price range The Coca-Cola Company shares could fall into, from six months out to five years
The estimates are generated automatically by a proprietary probabilistic machine-learning and AI model.
This information is general in nature and is not investment advice. In line with Regulation (EU) 596/2014 on market abuse and Regulation (EU) 2024/1689 on artificial intelligence. Past performance does not guarantee future results. Full methodology
Estimated chances for the next six months
No clear tilt
3 years
The price range The Coca-Cola Company shares could fall into, from six months out to five years
Expected growth over 3 years, per year: +6.6% per year, between +5% and +8%.
The estimates are generated automatically by a proprietary probabilistic machine-learning and AI model.
This information is general in nature and is not investment advice. In line with Regulation (EU) 596/2014 on market abuse and Regulation (EU) 2024/1689 on artificial intelligence. Past performance does not guarantee future results. Full methodology
Today's price embeds a high expectation. The model assumes investors will, over time, pay less for the same profit, and that difference is subtracted from the annual growth.
5 years
The price range The Coca-Cola Company shares could fall into, from six months out to five years
Expected growth over 5 years, per year: +6.5% per year, between +5% and +8%.
The estimates are generated automatically by a proprietary probabilistic machine-learning and AI model.
This information is general in nature and is not investment advice. In line with Regulation (EU) 596/2014 on market abuse and Regulation (EU) 2024/1689 on artificial intelligence. Past performance does not guarantee future results. Full methodology
Today's price embeds a high expectation. The model assumes investors will, over time, pay less for the same profit, and that difference is subtracted from the annual growth.
The estimates are generated automatically by a proprietary probabilistic machine-learning and AI model.
This information is general in nature and is not investment advice. In line with Regulation (EU) 596/2014 on market abuse and Regulation (EU) 2024/1689 on artificial intelligence. Past performance does not guarantee future results. Full methodology
How the business is actually doing
Fundamental analysis of The Coca-Cola Company (KO) stock: profitability, growth rate and capital efficiency, measured on reported figures. The fundamental score is 40.9 out of 100, held up by quality and pulled down by value.
40.9 · weak
Solid results
Capital invested in The Coca-Cola Company produces 18.66% a year, and shareholders' equity 50.21%. Above what most companies in the sector manage.
The Coca-Cola Company revenue grew 7.75% a year over the past five years, and net profit 11.09%, a pace in the upper end of the sector.
The The Coca-Cola Company Piotroski score is 7 out of 9. The earnings quality signals are mixed.
Money put into sales comes back to The Coca-Cola Company in -85 days, faster than at most companies in the sector.
The scores are percentiles against companies in the same sector, not absolute marks. A low score means the sector is doing better, not necessarily that the figures are bad.
The income statement, balance sheet and cash flows of The Coca-Cola Company. Totals and main components are shown by default; the rest open from “all rows”.
| 2025Δ 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| $47.94 bn100%+1.9% | $47.06 bn100% | $45.75 bn100% | $43.00 bn100% | $38.66 bn100% | $33.01 bn100% | |
Everything the company collected from sales, before any expense. At The Coca-Cola Company, in 2025: $47.94 bn · Δ +1.9% (2024). | ||||||
| $18.40 bn38.4%+0.4% | $18.32 bn38.9% | $18.52 bn40.5% | $18.00 bn41.9% | $15.36 bn39.7% | $13.43 bn40.7% | |
What it cost to produce what was sold: materials, labour, the factory. At The Coca-Cola Company, in 2025: $18.40 bn · Δ +0.4% (2024). | ||||||
| $29.54 bn61.6%+2.8% | $28.74 bn61.1% | $27.23 bn59.5% | $25.00 bn58.1% | $23.30 bn60.3% | $19.58 bn59.3% | |
What is left from sales after the direct cost of the product, before admin salaries and research. At The Coca-Cola Company, in 2025: $29.54 bn · Δ +2.8% (2024). | ||||||
| gross margin | 61.6%61.6% | 61.1%61.1% | 59.5%59.5% | 58.1%58.1% | 60.3%60.3% | 59.3%59.3% |
| $9.12 bn19.0%−1.9% | $9.30 bn19.8% | $8.98 bn19.6% | $8.67 bn20.1% | $7.87 bn20.3% | $6.56 bn19.9% | |
Sales and admin salaries, marketing, rent, everything that keeps the company running. At The Coca-Cola Company, in 2025: $9.12 bn · Δ −1.9% (2024). | ||||||
| of which: selling and marketing | $5.40 bn11.3%+4.9% | $5.15 bn10.9% | $5.01 bn10.9% | $4.00 bn9.3% | $4.00 bn10.3% | $3.00 bn9.1% |
| $34.18 bn71.3%−7.8% | $37.07 bn78.8% | $34.44 bn75.3% | $32.10 bn74.6% | $28.35 bn73.3% | $24.02 bn72.7% | |
The sum of all costs: cost of product plus operating expenses. At The Coca-Cola Company, in 2025: $34.18 bn · Δ −7.8% (2024). | ||||||
| $15.78 bn32.9%−15.8% | $18.75 bn39.8% | $15.92 bn34.8% | $14.10 bn32.8% | $12.99 bn33.6% | $10.58 bn32.1% | |
The sum of expenses that do not go directly into the product. At The Coca-Cola Company, in 2025: $15.78 bn · Δ −15.8% (2024). | ||||||
| $13.76 bn28.7%+37.7% | $9.99 bn21.2% | $11.31 bn24.7% | $10.91 bn25.4% | $10.31 bn26.7% | $9.00 bn27.3% | |
Profit from the core business, before interest and tax. At The Coca-Cola Company, in 2025: $13.76 bn · Δ +37.7% (2024). | ||||||
| operating margin | 28.7%28.7% | 21.2%21.2% | 24.7%24.7% | 25.4%25.4% | 26.7%26.7% | 27.3%27.3% |
| $18.70 bn39.0%+18.2% | $15.82 bn33.6% | $15.61 bn34.1% | $13.83 bn32.2% | $15.47 bn40.0% | $12.72 bn38.5% | |
Profit before interest, tax and depreciation. Close to the cash the business produces. At The Coca-Cola Company, in 2025: $18.70 bn · Δ +18.2% (2024). | ||||||
| $17.65 bn36.8%+19.7% | $14.74 bn31.3% | $14.48 bn31.6% | $12.57 bn29.2% | $14.02 bn36.3% | $11.19 bn33.9% | |
Profit before interest and tax. At The Coca-Cola Company, in 2025: $17.65 bn · Δ +19.7% (2024). | ||||||
| Depreciation and amortisation | $1.05 bn2.2%−2.3% | $1.08 bn2.3% | $1.13 bn2.5% | $1.26 bn2.9% | $1.45 bn3.8% | $1.54 bn4.7% |
| Reconciled depreciation | $1.05 bn2.2%−2.3% | $1.08 bn2.3% | $1.16 bn2.5% | $1.26 bn2.9% | $1.45 bn3.8% | $1.54 bn4.7% |
| Interest income | $1.16 bn2.4%+17.7% | $988.0 m2.1% | $907.0 m2.0% | $1.04 bn2.4% | $276.0 m0.7% | $89.0 m0.3% |
| Interest expense | $1.65 bn3.5%−0.1% | $1.66 bn3.5% | $1.53 bn3.3% | $882.0 m2.1% | $1.60 bn4.1% | $1.44 bn4.4% |
| Net interest income | −$868.0 m-1.8%−29.9% | −$668.0 m-1.4% | −$635.0 m-1.4% | −$433.0 m-1.0% | −$1.32 bn-3.4% | −$1.07 bn-3.2% |
| —- | —- | —- | $1.66 bn3.9% | $3.71 bn9.6% | $2.19 bn6.6% | |
Gains and losses that do not come from the core business. | ||||||
| $2.24 bn4.7%−27.7% | $3.09 bn6.6% | $1.64 bn3.6% | $777.0 m1.8% | $2.12 bn5.5% | $752.0 m2.3% | |
The balance of all non-operating income and expense. At The Coca-Cola Company, in 2025: $2.24 bn · Δ −27.7% (2024). | ||||||
| $16.00 bn33.4%+22.3% | $13.09 bn27.8% | $12.95 bn28.3% | $11.69 bn27.2% | $12.43 bn32.1% | $9.75 bn29.5% | |
Profit left after interest, but before the state takes its share. At The Coca-Cola Company, in 2025: $16.00 bn · Δ +22.3% (2024). | ||||||
| $2.86 bn6.0%+17.4% | $2.44 bn5.2% | $2.25 bn4.9% | $2.12 bn4.9% | $2.62 bn6.8% | $1.98 bn6.0% | |
Income tax owed for the period. At The Coca-Cola Company, in 2025: $2.86 bn · Δ +17.4% (2024). | ||||||
| Tax provision | $2.86 bn6.0%+17.4% | $2.44 bn5.2% | $2.20 bn4.8% | $2.12 bn4.9% | $2.62 bn6.8% | $1.98 bn6.0% |
| Minority interest | −$30.0 m-0.1%−66.7% | −$18.0 m0.0% | −$1.0 m0.0% | −$29.0 m-0.1% | −$33.0 m-0.1% | $21.0 m0.1% |
| $13.14 bn27.4%+23.4% | $10.65 bn22.6% | $10.70 bn23.4% | $9.57 bn22.3% | $9.80 bn25.4% | $7.77 bn23.5% | |
Profit from the businesses the company will still have next year. At The Coca-Cola Company, in 2025: $13.14 bn · Δ +23.4% (2024). | ||||||
| $13.11 bn27.3%+23.3% | $10.63 bn22.6% | $10.71 bn23.4% | $9.54 bn22.2% | $9.77 bn25.3% | $7.75 bn23.5% | |
The profit left for shareholders after absolutely every expense. At The Coca-Cola Company, in 2025: $13.11 bn · Δ +23.3% (2024). | ||||||
| net margin | 27.3%27.3% | 22.6%22.6% | 23.4%23.4% | 22.2%22.2% | 25.3%25.3% | 23.5%23.5% |
| $13.11 bn27.3%+23.3% | $10.63 bn22.6% | $10.71 bn23.4% | $9.54 bn22.2% | $9.77 bn25.3% | $7.75 bn23.5% | |
The share of profit that belongs to ordinary shares. At The Coca-Cola Company, in 2025: $13.11 bn · Δ +23.3% (2024). | ||||||
| Q1 26Δ Q1 25 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | |
|---|---|---|---|---|---|---|
| $12.47 bn100%+12.1% | $11.82 bn100% | $12.46 bn100% | $12.54 bn100% | $11.13 bn100% | $11.54 bn100% | |
Everything the company collected from sales, before any expense. At The Coca-Cola Company, in Q1 26: $12.47 bn · Δ +12.1% (Q1 25). | ||||||
| $4.62 bn37.0%+11.0% | $4.72 bn40.0% | $4.80 bn38.5% | $4.71 bn37.6% | $4.16 bn37.4% | $4.61 bn40.0% | |
What it cost to produce what was sold: materials, labour, the factory. At The Coca-Cola Company, in Q1 26: $4.62 bn · Δ +11.0% (Q1 25). | ||||||
| $7.85 bn63.0%+12.7% | $7.10 bn60.0% | $7.66 bn61.5% | $7.82 bn62.4% | $6.97 bn62.6% | $6.93 bn60.0% | |
What is left from sales after the direct cost of the product, before admin salaries and research. At The Coca-Cola Company, in Q1 26: $7.85 bn · Δ +12.7% (Q1 25). | ||||||
| gross margin | 63.0%63.0% | 60.0%60.0% | 61.5%61.5% | 62.4%62.4% | 62.6%62.6% | 60.0%60.0% |
| $2.10 bn16.8%−2.2% | $2.74 bn23.2% | $4.28 bn34.4% | $2.14 bn17.1% | $2.14 bn19.2% | $2.76 bn23.9% | |
Sales and admin salaries, marketing, rent, everything that keeps the company running. At The Coca-Cola Company, in Q1 26: $2.10 bn · Δ −2.2% (Q1 25). | ||||||
| of which: selling and marketing | $1.38 bn11.0%+26.4% | $1.46 bn12.3% | $663.0 m5.3% | $1.33 bn10.6% | $1.09 bn9.8% | $1.21 bn10.5% |
| $8.09 bn64.9%+8.3% | $9.98 bn84.4% | $8.48 bn68.1% | $8.26 bn65.9% | $7.47 bn67.1% | $8.84 bn76.5% | |
The sum of all costs: cost of product plus operating expenses. At The Coca-Cola Company, in Q1 26: $8.09 bn · Δ +8.3% (Q1 25). | ||||||
| $3.47 bn27.8%+5.0% | $5.26 bn44.5% | $3.68 bn29.5% | $3.54 bn28.2% | $3.31 bn29.7% | $4.22 bn36.6% | |
The sum of expenses that do not go directly into the product. At The Coca-Cola Company, in Q1 26: $3.47 bn · Δ +5.0% (Q1 25). | ||||||
| $4.36 bn35.0%+19.1% | $1.84 bn15.6% | $3.98 bn32.0% | $4.28 bn34.1% | $3.66 bn32.9% | $2.71 bn23.5% | |
Profit from the core business, before interest and tax. At The Coca-Cola Company, in Q1 26: $4.36 bn · Δ +19.1% (Q1 25). | ||||||
| operating margin | 35.0%35.0% | 15.6%15.6% | 32.0%32.0% | 34.1%34.1% | 32.9%32.9% | 23.5%23.5% |
| $4.62 bn37.1%−1.9% | $3.63 bn30.7% | $4.84 bn38.9% | $5.52 bn44.0% | $4.71 bn42.3% | $3.51 bn30.4% | |
Profit before interest, tax and depreciation. Close to the cash the business produces. At The Coca-Cola Company, in Q1 26: $4.62 bn · Δ −1.9% (Q1 25). | ||||||
| $4.36 bn35.0%−1.9% | $3.39 bn28.7% | $4.57 bn36.7% | $5.24 bn41.8% | $4.44 bn39.9% | $3.24 bn28.0% | |
Profit before interest and tax. At The Coca-Cola Company, in Q1 26: $4.36 bn · Δ −1.9% (Q1 25). | ||||||
| Depreciation and amortisation | $264.0 m2.1%−1.1% | $236.0 m2.0% | $268.0 m2.2% | $279.0 m2.2% | $267.0 m2.4% | $276.0 m2.4% |
| Reconciled depreciation | $264.0 m2.1%−1.1% | $236.0 m2.0% | $268.0 m2.2% | $279.0 m2.2% | $267.0 m2.4% | $276.0 m2.4% |
| Interest income | $222.0 m1.8%+23.3% | $277.0 m2.3% | $185.0 m1.5% | $188.0 m1.5% | $180.0 m1.6% | $204.0 m1.8% |
| Interest expense | $375.0 m3.0%−3.1% | $431.0 m3.6% | $391.0 m3.1% | $445.0 m3.6% | $387.0 m3.5% | $431.0 m3.7% |
| Net interest income | −$153.0 m-1.2%+26.1% | −$198.0 m-1.7% | −$206.0 m-1.7% | −$257.0 m-2.1% | −$207.0 m-1.9% | −$227.0 m-2.0% |
| $252.0 m2.0%−36.7% | $1.12 bn9.5% | $201.0 m1.6% | $516.0 m4.1% | $398.0 m3.6% | $97.0 m0.8% | |
The balance of all non-operating income and expense. At The Coca-Cola Company, in Q1 26: $252.0 m · Δ −36.7% (Q1 25). | ||||||
| $4.61 bn37.0%+13.7% | $2.96 bn25.1% | $4.18 bn33.6% | $4.80 bn38.3% | $4.06 bn36.5% | $2.81 bn24.3% | |
Profit left after interest, but before the state takes its share. At The Coca-Cola Company, in Q1 26: $4.61 bn · Δ +13.7% (Q1 25). | ||||||
| $645.0 m5.2%−10.7% | $646.0 m5.5% | $500.0 m4.0% | $993.0 m7.9% | $722.0 m6.5% | $593.0 m5.1% | |
Income tax owed for the period. At The Coca-Cola Company, in Q1 26: $645.0 m · Δ −10.7% (Q1 25). | ||||||
| Tax provision | $645.0 m5.2%−10.7% | $646.0 m5.5% | $500.0 m4.0% | $993.0 m7.9% | $722.0 m6.5% | $593.0 m5.1% |
| Minority interest | −$42.0 m-0.3%−740% | −$45.0 m-0.4% | $13.0 m0.1% | $7.0 m0.1% | −$5.0 m0.0% | −$18.0 m-0.2% |
| $3.97 bn31.8%+18.9% | $2.32 bn19.6% | $3.68 bn29.6% | $3.80 bn30.3% | $3.34 bn30.0% | $2.21 bn19.2% | |
Profit from the businesses the company will still have next year. At The Coca-Cola Company, in Q1 26: $3.97 bn · Δ +18.9% (Q1 25). | ||||||
| $3.92 bn31.5%+17.8% | $2.27 bn19.2% | $3.70 bn29.7% | $3.81 bn30.4% | $3.33 bn29.9% | $2.20 bn19.0% | |
The profit left for shareholders after absolutely every expense. At The Coca-Cola Company, in Q1 26: $3.92 bn · Δ +17.8% (Q1 25). | ||||||
| net margin | 31.5%31.5% | 19.2%19.2% | 29.7%29.7% | 30.4%30.4% | 29.9%29.9% | 19.0%19.0% |
| —- | $2.27 bn19.2% | $3.70 bn29.7% | $3.81 bn30.4% | $3.33 bn29.9% | $2.20 bn19.0% | |
The share of profit that belongs to ordinary shares. | ||||||
| 2025Δ 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| $104.82 bn100%+4.2% | $100.55 bn100% | $97.70 bn100% | $92.76 bn100% | $94.35 bn100% | $87.30 bn100% | |
Everything the company owns: factories, inventory, cash, receivables. At The Coca-Cola Company, in 2025: $104.82 bn · Δ +4.2% (2024). | ||||||
| $31.04 bn29.6%+19.4% | $26.00 bn25.9% | $26.73 bn27.4% | $22.59 bn24.4% | $22.55 bn23.9% | $19.24 bn22.0% | |
What turns into money in less than a year. At The Coca-Cola Company, in 2025: $31.04 bn · Δ +19.4% (2024). | ||||||
| Cash | $10.27 bn9.8%−5.2% | $10.83 bn10.8% | $9.37 bn9.6% | $9.52 bn10.3% | $9.68 bn10.3% | $6.80 bn7.8% |
| Cash and equivalents | $10.27 bn9.8%−5.2% | $10.83 bn10.8% | $9.37 bn9.6% | $9.52 bn10.3% | $9.68 bn10.3% | $6.80 bn7.8% |
| Short-term investments | $3.60 bn3.4%−3.8% | $3.74 bn3.7% | $4.30 bn4.4% | $2.11 bn2.3% | $2.94 bn3.1% | $4.12 bn4.7% |
| Cash and short-term investments | $13.87 bn13.2%−4.8% | $14.57 bn14.5% | $13.66 bn14.0% | $11.63 bn12.5% | $12.63 bn13.4% | $10.91 bn12.5% |
| Net receivables | $3.04 bn2.9%−14.9% | $3.57 bn3.5% | $3.41 bn3.5% | $3.49 bn3.8% | $3.51 bn3.7% | $3.14 bn3.6% |
| Inventory | $4.43 bn4.2%−6.4% | $4.73 bn4.7% | $4.42 bn4.5% | $4.23 bn4.6% | $3.41 bn3.6% | $3.27 bn3.7% |
| Other current assets | $9.71 bn9.3%+210% | $3.13 bn3.1% | $5.24 bn5.4% | $3.24 bn3.5% | $2.99 bn3.2% | $1.92 bn2.2% |
| $73.77 bn70.4%−1.0% | $74.55 bn74.1% | $70.97 bn72.6% | $70.17 bn75.6% | $71.81 bn76.1% | $68.06 bn78.0% | |
What stays in the company for years: buildings, machinery, licences. At The Coca-Cola Company, in 2025: $73.77 bn · Δ −1.0% (2024). | ||||||
| Property, plant and equipment | $9.61 bn9.2%−16.3% | $11.49 bn11.4% | $10.56 bn10.8% | $9.84 bn10.6% | $9.92 bn10.5% | $10.78 bn12.3% |
| PP&E, net | $9.61 bn9.2%−16.3% | $11.49 bn11.4% | $9.24 bn9.5% | $9.84 bn10.6% | $9.92 bn10.5% | $10.78 bn12.3% |
| $18.73 bn17.9%−5.7% | $19.87 bn19.8% | $18.47 bn18.9% | $19.08 bn20.6% | $18.86 bn20.0% | $10.78 bn12.3% | |
The purchase value of buildings and machinery, before accumulated depreciation. That is why it exceeds the net value. At The Coca-Cola Company, in 2025: $18.73 bn · Δ −5.7% (2024). | ||||||
| Goodwill | $15.49 bn14.8%−14.6% | $18.14 bn18.0% | $18.36 bn18.8% | $18.78 bn20.2% | $19.36 bn20.5% | $17.51 bn20.1% |
| Intangible assets | $12.53 bn12.0%−5.8% | $13.30 bn13.2% | $14.87 bn15.2% | $14.85 bn16.0% | $15.25 bn16.2% | $11.04 bn12.7% |
| Long-term investments | $20.24 bn19.3%+11.9% | $18.09 bn18.0% | $19.79 bn20.3% | $18.77 bn20.2% | $18.42 bn19.5% | $19.27 bn22.1% |
| Other non-current assets | $14.70 bn14.0%+33.2% | $11.03 bn11.0% | $7.16 bn7.3% | $6.19 bn6.7% | $6.73 bn7.1% | $6.18 bn7.1% |
| Other assets | $15.90 bn15.2%+17.4% | $13.54 bn13.5% | $7.40 bn7.6% | $7.94 bn8.6% | $8.86 bn9.4% | $36.78 bn42.1% |
| $70.54 bn67.3%−4.9% | $74.18 bn73.8% | $70.22 bn71.9% | $66.94 bn72.2% | $69.49 bn73.7% | $66.01 bn75.6% | |
Everything the company owes, to banks and suppliers alike. At The Coca-Cola Company, in 2025: $70.54 bn · Δ −4.9% (2024). | ||||||
| $21.28 bn20.3%−15.7% | $25.25 bn25.1% | $23.57 bn24.1% | $19.72 bn21.3% | $19.95 bn21.1% | $14.60 bn16.7% | |
Debts due in less than a year. At The Coca-Cola Company, in 2025: $21.28 bn · Δ −15.7% (2024). | ||||||
| Accounts payable | $14.81 bn14.1%+171% | $5.47 bn5.4% | $5.59 bn5.7% | $5.31 bn5.7% | $4.60 bn4.9% | $3.52 bn4.0% |
| Short-term debt | $3.37 bn3.2%+38.4% | $2.44 bn2.4% | $6.88 bn7.0% | $3.11 bn3.4% | $4.96 bn5.3% | $2.99 bn3.4% |
| Current portion of long-term debt | $3.37 bn3.2%+57.1% | $2.15 bn2.1% | $6.52 bn6.7% | $2.77 bn3.0% | $4.65 bn4.9% | $2.67 bn3.1% |
| Deferred revenue | —- | —- | −$13.92 bn-14.2% | —- | —- | —- |
| Other current liabilities | $2.57 bn2.5%−83.9% | $15.96 bn15.9% | $9.53 bn9.8% | $10.10 bn10.9% | $9.71 bn10.3% | $7.31 bn8.4% |
| $49.26 bn47.0%+0.7% | $48.93 bn48.7% | $46.65 bn47.7% | $47.21 bn50.9% | $49.54 bn52.5% | $51.41 bn58.9% | |
Debts due beyond one year. At The Coca-Cola Company, in 2025: $49.26 bn · Δ +0.7% (2024). | ||||||
| Long-term debt | $42.12 bn40.2%−0.6% | $42.38 bn42.1% | $35.55 bn36.4% | $36.38 bn39.2% | $38.12 bn40.4% | $40.13 bn46.0% |
| Total long-term debt | $42.12 bn40.2%−0.6% | $42.38 bn42.1% | $35.55 bn36.4% | $36.38 bn39.2% | $38.12 bn40.4% | $40.13 bn46.0% |
| Other non-current liabilities | $4.74 bn4.5%+15.9% | $4.08 bn4.1% | $8.47 bn8.7% | $7.92 bn8.5% | $8.61 bn9.1% | $9.45 bn10.8% |
| of which: deferred liabilities | —- | —- | —- | $2.91 bn3.1% | $2.82 bn3.0% | $1.83 bn2.1% |
| Other liabilities | —- | —- | —- | $8.05 bn8.7% | $11.43 bn12.1% | $11.29 bn12.9% |
| $32.17 bn30.7%+29.4% | $24.86 bn24.7% | $25.94 bn26.6% | $24.11 bn26.0% | $23.00 bn24.4% | $19.30 bn22.1% | |
What would be left for shareholders if everything were sold and every debt paid. At The Coca-Cola Company, in 2025: $32.17 bn · Δ +29.4% (2024). | ||||||
| $1.76 bn1.7% | $1.76 bn1.8% | $1.76 bn1.8% | $1.76 bn1.9% | $1.76 bn1.9% | $1.76 bn2.0% | |
Money put in by shareholders at founding and at capital raises. At The Coca-Cola Company, in 2025: $1.76 bn. | ||||||
| $1.76 bn1.7% | $1.76 bn1.8% | $1.76 bn1.8% | $1.76 bn1.9% | $1.76 bn1.9% | $1.76 bn2.0% | |
Capital subscribed by shareholders. At The Coca-Cola Company, in 2025: $1.76 bn. | ||||||
| $20.58 bn19.6%+3.9% | $19.80 bn19.7% | $19.21 bn19.7% | $18.82 bn20.3% | $18.12 bn19.2% | $17.60 bn20.2% | |
What was paid above the nominal value of the shares. At The Coca-Cola Company, in 2025: $20.58 bn · Δ +3.9% (2024). | ||||||
| $80.38 bn76.7%+5.7% | $76.05 bn75.6% | $73.78 bn75.5% | $71.02 bn76.6% | $69.09 bn73.2% | $66.56 bn76.2% | |
Past years’ profits the company kept instead of distributing. At The Coca-Cola Company, in 2025: $80.38 bn · Δ +5.7% (2024). | ||||||
| Retained earnings, total | —- | —- | —- | $71.02 bn76.6% | $69.09 bn73.2% | $66.56 bn76.2% |
| Accumulated other comprehensive income | −$14.13 bn-13.5%+16.1% | −$16.84 bn-16.8% | −$14.28 bn-14.6% | −$14.90 bn-16.1% | −$14.33 bn-15.2% | −$14.60 bn-16.7% |
| Other equity items | −$35.84 bn-34.2%+0.8% | −$36.12 bn-35.9% | −$35.33 bn-36.2% | −$33.78 bn-36.4% | −$33.53 bn-35.5% | −$34.42 bn-39.4% |
| —- | —- | —- | −$52.60 bn-56.7% | −$51.64 bn-54.7% | −$52.02 bn-59.6% | |
Own shares bought back by the company and taken out of circulation. | ||||||
| Common stock, total | —- | —- | —- | $1.76 bn1.9% | $1.76 bn1.9% | $1.76 bn2.0% |
| Non-controlling interests | —- | —- | —- | $1.72 bn1.9% | $1.86 bn2.0% | $1.99 bn2.3% |
| $104.82 bn100%+4.2% | $100.55 bn100% | $97.70 bn100% | $92.76 bn100% | $94.35 bn100% | $87.30 bn100% | |
Liabilities plus equity. Must equal total assets. At The Coca-Cola Company, in 2025: $104.82 bn · Δ +4.2% (2024). | ||||||
| $35.22 bn33.6%+0.9% | $34.91 bn34.7% | $34.06 bn34.9% | $31.08 bn33.5% | $34.55 bn36.6% | $37.62 bn43.1% | |
Debt left after subtracting cash in the bank. Negative means more money than debt. At The Coca-Cola Company, in 2025: $35.22 bn · Δ +0.9% (2024). | ||||||
| $45.49 bn43.4%−0.5% | $45.74 bn45.5% | $43.43 bn44.4% | $40.60 bn43.8% | $44.23 bn46.9% | $44.42 bn50.9% | |
All borrowings, short and long term. At The Coca-Cola Company, in 2025: $45.49 bn · Δ −0.5% (2024). | ||||||
| $9.76 bn9.3%+1,205% | $748.0 m0.7% | $3.16 bn3.2% | $2.87 bn3.1% | $2.60 bn2.8% | $4.64 bn5.3% | |
The difference between what it collects and what it pays in the short term. At The Coca-Cola Company, in 2025: $9.76 bn · Δ +1,205% (2024). | ||||||
| —- | —- | —- | −$9.53 bn-10.3% | −$11.61 bn-12.3% | −$8.60 bn-9.9% | |
Assets without goodwill and licences, that is only what can be touched. | ||||||
| $77.66 bn74.1%+11.9% | $69.38 bn69.0% | $68.01 bn69.6% | $63.25 bn68.2% | $65.76 bn69.7% | $62.09 bn71.1% | |
The capital the business actually has at work. At The Coca-Cola Company, in 2025: $77.66 bn · Δ +11.9% (2024). | ||||||
| 4.31 bn-−0.2% | 4.32 bn- | 4.34 bn- | 4.35 bn- | 4.34 bn- | 4.32 bn- | |
How many shares exist. If the number rises, each shareholder’s slice shrinks. At The Coca-Cola Company, in 2025: $4.31 bn · Δ −0.2% (2024). | ||||||
| Q1 26Δ Q1 25 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | |
|---|---|---|---|---|---|---|
| $104.22 bn100%+2.5% | $104.82 bn100% | $106.05 bn100% | $104.33 bn100% | $101.72 bn100% | $100.55 bn100% | |
Everything the company owns: factories, inventory, cash, receivables. At The Coca-Cola Company, in Q1 26: $104.22 bn · Δ +2.5% (Q1 25). | ||||||
| $30.39 bn29.2%+16.1% | $31.04 bn29.6% | $27.25 bn25.7% | $26.61 bn25.5% | $26.18 bn25.7% | $26.00 bn25.9% | |
What turns into money in less than a year. At The Coca-Cola Company, in Q1 26: $30.39 bn · Δ +16.1% (Q1 25). | ||||||
| Cash | $10.57 bn10.1%+25.6% | $10.27 bn9.8% | $12.73 bn12.0% | $9.59 bn9.2% | $8.42 bn8.3% | $10.83 bn10.8% |
| Cash and equivalents | —- | $10.27 bn9.8% | $12.73 bn12.0% | $9.59 bn9.2% | $8.42 bn8.3% | $10.83 bn10.8% |
| Short-term investments | $509.0 m0.5%−90.5% | $3.60 bn3.4% | $3.05 bn2.9% | $4.71 bn4.5% | $5.37 bn5.3% | $3.74 bn3.7% |
| Cash and short-term investments | $11.08 bn10.6%−19.6% | $13.87 bn13.2% | $15.78 bn14.9% | $14.30 bn13.7% | $13.79 bn13.6% | $14.57 bn14.5% |
| Net receivables | $3.68 bn3.5%−10.2% | $3.04 bn2.9% | $3.95 bn3.7% | $4.17 bn4.0% | $4.09 bn4.0% | $3.57 bn3.5% |
| Inventory | $4.73 bn4.5%−7.3% | $4.43 bn4.2% | $4.80 bn4.5% | $5.08 bn4.9% | $5.10 bn5.0% | $4.73 bn4.7% |
| Other current assets | $10.90 bn10.5%+241% | $9.71 bn9.3% | $2.72 bn2.6% | $3.06 bn2.9% | $3.20 bn3.1% | $3.13 bn3.1% |
| $73.83 bn70.8%−2.3% | $73.77 bn70.4% | $78.80 bn74.3% | $77.72 bn74.5% | $75.54 bn74.3% | $74.55 bn74.1% | |
What stays in the company for years: buildings, machinery, licences. At The Coca-Cola Company, in Q1 26: $73.83 bn · Δ −2.3% (Q1 25). | ||||||
| Property, plant and equipment | —- | $9.61 bn9.2% | $10.90 bn10.3% | $10.78 bn10.3% | $10.43 bn10.3% | $10.30 bn10.2% |
| PP&E, net | $9.52 bn9.1%−8.7% | $9.61 bn9.2% | $10.90 bn10.3% | $10.78 bn10.3% | $10.43 bn10.3% | $11.49 bn11.4% |
| $18.72 bn18.0%−7.5% | $18.73 bn17.9% | $20.78 bn19.6% | $20.87 bn20.0% | $20.24 bn19.9% | $19.87 bn19.8% | |
The purchase value of buildings and machinery, before accumulated depreciation. That is why it exceeds the net value. At The Coca-Cola Company, in Q1 26: $18.72 bn · Δ −7.5% (Q1 25). | ||||||
| Goodwill | $15.41 bn14.8%−15.9% | $15.49 bn14.8% | $18.66 bn17.6% | $18.66 bn17.9% | $18.33 bn18.0% | $18.14 bn18.0% |
| Intangible assets | $12.46 bn12.0%−7.2% | $12.53 bn12.0% | $13.52 bn12.7% | $13.62 bn13.0% | $13.43 bn13.2% | $13.30 bn13.2% |
| Long-term investments | $20.40 bn19.6%+11.1% | $20.24 bn19.3% | $20.32 bn19.2% | $19.38 bn18.6% | $18.37 bn18.1% | $18.09 bn18.0% |
| Other non-current assets | $14.89 bn14.3%+16.6% | $14.70 bn14.0% | $14.13 bn13.3% | $13.96 bn13.4% | $12.76 bn12.5% | $11.03 bn11.0% |
| Other assets | —- | $15.90 bn15.2% | $15.40 bn14.5% | $15.28 bn14.6% | $14.98 bn14.7% | $14.72 bn14.6% |
| $68.48 bn65.7%−7.4% | $70.54 bn67.3% | $72.78 bn68.6% | $74.15 bn71.1% | $73.96 bn72.7% | $74.18 bn73.8% | |
Everything the company owes, to banks and suppliers alike. At The Coca-Cola Company, in Q1 26: $68.48 bn · Δ −7.4% (Q1 25). | ||||||
| $22.38 bn21.5%−6.0% | $21.28 bn20.3% | $22.50 bn21.2% | $21.94 bn21.0% | $23.81 bn23.4% | $25.25 bn25.1% | |
Debts due in less than a year. At The Coca-Cola Company, in Q1 26: $22.38 bn · Δ −6.0% (Q1 25). | ||||||
| Accounts payable | $14.41 bn13.8%−11.8% | $14.81 bn14.1% | $17.69 bn16.7% | $17.03 bn16.3% | $16.33 bn16.1% | $21.72 bn21.6% |
| Short-term debt | $4.83 bn4.6%−13.5% | $3.37 bn3.2% | $4.24 bn4.0% | $4.47 bn4.3% | $5.58 bn5.5% | $2.15 bn2.1% |
| Current portion of long-term debt | $4.83 bn4.6%−13.5% | $3.37 bn3.2% | $4.24 bn4.0% | $4.47 bn4.3% | $5.58 bn5.5% | $2.15 bn2.1% |
| Other current liabilities | $16.84 bn16.2%+10,042% | $2.57 bn2.5% | $708.0 m0.7% | —- | $166.0 m0.2% | $16.25 bn16.2% |
| $46.11 bn44.2%−8.1% | $49.26 bn47.0% | $50.28 bn47.4% | $52.21 bn50.0% | $50.15 bn49.3% | $48.93 bn48.7% | |
Debts due beyond one year. At The Coca-Cola Company, in Q1 26: $46.11 bn · Δ −8.1% (Q1 25). | ||||||
| Long-term debt | $39.07 bn37.5%−10.3% | $42.12 bn40.2% | $43.18 bn40.7% | $44.98 bn43.1% | $43.53 bn42.8% | $42.38 bn42.1% |
| Total long-term debt | —- | $42.12 bn40.2% | $43.18 bn40.7% | $44.98 bn43.1% | $43.53 bn42.8% | $42.38 bn42.1% |
| Other non-current liabilities | $4.43 bn4.2%+2.6% | $4.74 bn4.5% | $4.67 bn4.4% | $4.86 bn4.7% | $4.31 bn4.2% | $4.08 bn4.1% |
| $33.63 bn32.3%+28.4% | $32.17 bn30.7% | $31.25 bn29.5% | $28.59 bn27.4% | $26.20 bn25.8% | $24.86 bn24.7% | |
What would be left for shareholders if everything were sold and every debt paid. At The Coca-Cola Company, in Q1 26: $33.63 bn · Δ +28.4% (Q1 25). | ||||||
| $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.8% | |
Money put in by shareholders at founding and at capital raises. At The Coca-Cola Company, in Q1 26: $1.76 bn. | ||||||
| $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.7% | $1.76 bn1.8% | |
Capital subscribed by shareholders. At The Coca-Cola Company, in Q1 26: $1.76 bn. | ||||||
| —- | $20.58 bn19.6% | $20.49 bn19.3% | $19.97 bn19.1% | $19.87 bn19.5% | $19.80 bn19.7% | |
What was paid above the nominal value of the shares. | ||||||
| $82.03 bn78.7%+6.3% | $80.38 bn76.7% | $80.31 bn75.7% | $78.80 bn75.5% | $77.19 bn75.9% | $76.05 bn75.6% | |
Past years’ profits the company kept instead of distributing. At The Coca-Cola Company, in Q1 26: $82.03 bn · Δ +6.3% (Q1 25). | ||||||
| Accumulated other comprehensive income | −$14.04 bn-13.5%+14.8% | −$14.13 bn-13.5% | −$14.95 bn-14.1% | −$15.76 bn-15.1% | −$16.48 bn-16.2% | −$16.84 bn-16.8% |
| Other equity items | −$36.11 bn-34.7%+0.4% | −$35.84 bn-34.2% | −$35.87 bn-33.8% | −$36.22 bn-34.7% | −$36.27 bn-35.7% | −$36.12 bn-35.9% |
| $104.22 bn100%+2.5% | $104.82 bn100% | $106.05 bn100% | $104.33 bn100% | $101.72 bn100% | $100.55 bn100% | |
Liabilities plus equity. Must equal total assets. At The Coca-Cola Company, in Q1 26: $104.22 bn · Δ +2.5% (Q1 25). | ||||||
| $33.32 bn32.0%−18.1% | $35.22 bn33.6% | $34.68 bn32.7% | $39.86 bn38.2% | $40.69 bn40.0% | $34.62 bn34.4% | |
Debt left after subtracting cash in the bank. Negative means more money than debt. At The Coca-Cola Company, in Q1 26: $33.32 bn · Δ −18.1% (Q1 25). | ||||||
| $43.89 bn42.1%−10.6% | $45.49 bn43.4% | $47.42 bn44.7% | $49.45 bn47.4% | $49.11 bn48.3% | $45.45 bn45.2% | |
All borrowings, short and long term. At The Coca-Cola Company, in Q1 26: $43.89 bn · Δ −10.6% (Q1 25). | ||||||
| $8.01 bn7.7%+238% | $9.76 bn9.3% | $4.75 bn4.5% | $4.67 bn4.5% | $2.37 bn2.3% | $748.0 m0.7% | |
The difference between what it collects and what it pays in the short term. At The Coca-Cola Company, in Q1 26: $8.01 bn · Δ +238% (Q1 25). | ||||||
| $77.52 bn74.4%+2.9% | $77.66 bn74.1% | $78.66 bn74.2% | $78.03 bn74.8% | $75.31 bn74.0% | $69.38 bn69.0% | |
The capital the business actually has at work. At The Coca-Cola Company, in Q1 26: $77.52 bn · Δ +2.9% (Q1 25). | ||||||
| 4.31 bn- | 4.31 bn- | 4.31 bn- | 4.31 bn- | 4.31 bn- | 4.32 bn- | |
How many shares exist. If the number rises, each shareholder’s slice shrinks. At The Coca-Cola Company, in Q1 26: $4.31 bn. | ||||||
| 2025Δ 2024 | 2024 | 2023 | 2022 | 2021 | 2020 | |
|---|---|---|---|---|---|---|
| $13.11 bn-+23.3% | $10.63 bn- | $10.71 bn- | $9.57 bn- | $9.80 bn- | $7.77 bn- | |
The profit left for shareholders after absolutely every expense. At The Coca-Cola Company, in 2025: $13.11 bn · Δ +23.3% (2024). | ||||||
| $1.05 bn-−2.3% | $1.08 bn- | $1.13 bn- | $1.26 bn- | $1.45 bn- | $1.54 bn- | |
The accounting wear on buildings and machinery. It lowers profit but takes no cash out. At The Coca-Cola Company, in 2025: $1.05 bn · Δ −2.3% (2024). | ||||||
| $279.0 m-−2.4% | $286.0 m- | $254.0 m- | $356.0 m- | $337.0 m- | $126.0 m- | |
Shares given to employees instead of money. No cash cost, but it dilutes shareholders. At The Coca-Cola Company, in 2025: $279.0 m · Δ −2.4% (2024). | ||||||
| —- | —- | —- | $792.0 m- | $77.0 m- | −$150.0 m- | |
Adjustments that bring accounting profit closer to money collected. | ||||||
| −$7.21 bn-−15.6% | −$6.23 bn- | −$846.0 m- | −$605.0 m- | $1.33 bn- | $690.0 m- | |
Money tied up in or released from inventory, receivables and payables. At The Coca-Cola Company, in 2025: −$7.21 bn · Δ −15.6% (2024). | ||||||
| of which: receivables | $334.0 m-+213% | −$295.0 m- | −$2.0 m- | −$69.0 m- | −$225.0 m- | $882.0 m- |
| of which: inventory | −$154.0 m-+70.4% | −$520.0 m- | −$597.0 m- | −$960.0 m- | −$135.0 m- | $99.0 m- |
| of which: liabilities | —- | —- | —- | $759.0 m- | $2.84 bn- | −$860.0 m- |
| of which: other changes | —- | —- | —- | $25.0 m- | $1.33 bn- | $690.0 m- |
| Other operating flows | —- | —- | —- | −$605.0 m- | $1.33 bn- | $690.0 m- |
| Other non-cash items | −$367.0 m-−135% | $1.06 bn- | $351.0 m- | $558.0 m- | −$1.19 bn- | −$258.0 m- |
| $7.41 bn-+8.9% | $6.81 bn- | $11.60 bn- | $11.02 bn- | $12.63 bn- | $9.84 bn- | |
The money the business actually produced, before investment. At The Coca-Cola Company, in 2025: $7.41 bn · Δ +8.9% (2024). | ||||||
| $2.11 bn-+2.3% | $2.06 bn- | $1.85 bn- | $1.48 bn- | $1.37 bn- | $1.18 bn- | |
Money put into factories, machinery and equipment. At The Coca-Cola Company, in 2025: $2.11 bn · Δ +2.3% (2024). | ||||||
| −$1.50 bn-−159% | $2.52 bn- | −$997.0 m- | −$763.0 m- | $1.03 bn- | $252.0 m- | |
Purchases and sales of financial holdings. At The Coca-Cola Company, in 2025: −$1.50 bn · Δ −159% (2024). | ||||||
| Other investing flows | $434.0 m-−7.5% | $469.0 m- | $405.0 m- | $721.0 m- | $51.0 m- | −$552.0 m- |
| −$67.0 m-−103% | $2.52 bn- | −$3.35 bn- | −$763.0 m- | −$2.77 bn- | −$1.48 bn- | |
The balance of investing cash. Negative means the company is building. At The Coca-Cola Company, in 2025: −$67.0 m · Δ −103% (2024). | ||||||
| −$746.0 m-+58.4% | −$1.80 bn- | −$2.29 bn- | −$1.42 bn- | −$111.0 m- | −$118.0 m- | |
Shares bought back from the market or issued. At The Coca-Cola Company, in 2025: −$746.0 m · Δ +58.4% (2024). | ||||||
| $313.0 m-−58.1% | $747.0 m- | $554.0 m- | $837.0 m- | $702.0 m- | $647.0 m- | |
Money raised by issuing new shares. At The Coca-Cola Company, in 2025: $313.0 m · Δ −58.1% (2024). | ||||||
| $8.78 bn-+5.0% | $8.36 bn- | $7.95 bn- | $7.62 bn- | $7.25 bn- | $7.05 bn- | |
Money given to shareholders as dividends. At The Coca-Cola Company, in 2025: $8.78 bn · Δ +5.0% (2024). | ||||||
| $13.0 m-−99.5% | $2.53 bn- | $1.86 bn- | −$958.0 m- | $228.0 m- | −$1.86 bn- | |
Loans taken minus loans repaid. At The Coca-Cola Company, in 2025: $13.0 m · Δ −99.5% (2024). | ||||||
| Other financing flows | $1.06 bn-+3,516% | −$31.0 m- | −$465.0 m- | $2.88 bn- | $12.74 bn- | $27.24 bn- |
| −$8.14 bn-−17.8% | −$6.91 bn- | −$8.31 bn- | −$10.25 bn- | −$6.79 bn- | −$8.07 bn- | |
The balance of financing cash: loans, dividends, buybacks. At The Coca-Cola Company, in 2025: −$8.14 bn · Δ −17.8% (2024). | ||||||
| −$478.0 m-−127% | $1.80 bn- | −$133.0 m- | −$200.0 m- | $2.92 bn- | $373.0 m- | |
How much the cash in the bank rose or fell. At The Coca-Cola Company, in 2025: −$478.0 m · Δ −127% (2024). | ||||||
| —- | —- | —- | —- | −$159.0 m- | $76.0 m- | |
How much of the cash change comes only from currency movements, not from operations. | ||||||
| Change in cash and equivalents | —- | —- | —- | $5.0 m- | $2.92 bn- | $373.0 m- |
| $11.49 bn-+18.5% | $9.69 bn- | $9.83 bn- | $10.03 bn- | $7.11 bn- | $6.74 bn- | |
Cash in the bank at the start of the period. At The Coca-Cola Company, in 2025: $11.49 bn · Δ +18.5% (2024). | ||||||
| $11.01 bn-−4.2% | $11.49 bn- | $9.69 bn- | $9.83 bn- | $10.03 bn- | $7.11 bn- | |
Cash in the bank at the end of the period. At The Coca-Cola Company, in 2025: $11.01 bn · Δ −4.2% (2024). | ||||||
| $5.30 bn-+11.7% | $4.74 bn- | $9.75 bn- | $9.53 bn- | $11.26 bn- | $8.67 bn- | |
The money left after the business paid for its investments. Dividends and debt repayment come from here. At The Coca-Cola Company, in 2025: $5.30 bn · Δ +11.7% (2024). | ||||||
| Q1 26Δ Q1 25 | Q4 25 | Q3 25 | Q2 25 | Q1 25 | Q4 24 | |
|---|---|---|---|---|---|---|
| $3.92 bn-+17.8% | $2.27 bn- | $3.68 bn- | $3.81 bn- | $3.33 bn- | $2.20 bn- | |
The profit left for shareholders after absolutely every expense. At The Coca-Cola Company, in Q1 26: $3.92 bn · Δ +17.8% (Q1 25). | ||||||
| $264.0 m-−1.1% | $236.0 m- | $268.0 m- | $279.0 m- | $267.0 m- | $276.0 m- | |
The accounting wear on buildings and machinery. It lowers profit but takes no cash out. At The Coca-Cola Company, in Q1 26: $264.0 m · Δ −1.1% (Q1 25). | ||||||
| $56.0 m-−11.1% | $75.0 m- | $74.0 m- | $67.0 m- | $63.0 m- | $79.0 m- | |
Shares given to employees instead of money. No cash cost, but it dilutes shareholders. At The Coca-Cola Company, in Q1 26: $56.0 m · Δ −11.1% (Q1 25). | ||||||
| −$2.26 bn-+73.4% | $832.0 m- | $1.19 bn- | −$710.0 m- | −$8.52 bn- | $1.61 bn- | |
Money tied up in or released from inventory, receivables and payables. At The Coca-Cola Company, in Q1 26: −$2.26 bn · Δ +73.4% (Q1 25). | ||||||
| Other non-cash items | −$165.0 m-+62.2% | $321.0 m- | −$208.0 m- | $1.0 m- | −$436.0 m- | −$197.0 m- |
| $2.02 bn-+139% | $3.76 bn- | $5.04 bn- | $3.81 bn- | −$5.20 bn- | $3.95 bn- | |
The money the business actually produced, before investment. At The Coca-Cola Company, in Q1 26: $2.02 bn · Δ +139% (Q1 25). | ||||||
| $266.0 m-−13.9% | $882.0 m- | $479.0 m- | $442.0 m- | $309.0 m- | $803.0 m- | |
Money put into factories, machinery and equipment. At The Coca-Cola Company, in Q1 26: $266.0 m · Δ −13.9% (Q1 25). | ||||||
| $2.04 bn-+292% | −$2.50 bn- | $1.26 bn- | $789.0 m- | −$1.07 bn- | −$783.0 m- | |
Purchases and sales of financial holdings. At The Coca-Cola Company, in Q1 26: $2.04 bn · Δ +292% (Q1 25). | ||||||
| Other investing flows | $5.0 m-−86.8% | −$93.0 m- | $192.0 m- | $305.0 m- | $38.0 m- | −$57.0 m- |
| $1.75 bn-+264% | $294.0 m- | $1.26 bn- | $789.0 m- | −$1.07 bn- | −$783.0 m- | |
The balance of investing cash. Negative means the company is building. At The Coca-Cola Company, in Q1 26: $1.75 bn · Δ +264% (Q1 25). | ||||||
| −$477.0 m-−28.9% | −$102.0 m- | −$172.0 m- | −$102.0 m- | −$370.0 m- | −$567.0 m- | |
Shares bought back from the market or issued. At The Coca-Cola Company, in Q1 26: −$477.0 m · Δ −28.9% (Q1 25). | ||||||
| $155.0 m-−2.5% | $70.0 m- | $20.0 m- | $64.0 m- | $159.0 m- | $30.0 m- | |
Money raised by issuing new shares. At The Coca-Cola Company, in Q1 26: $155.0 m · Δ −2.5% (Q1 25). | ||||||
| $2.28 bn-+2,463% | $4.39 bn- | $2.11 bn- | $2.19 bn- | $89.0 m- | $4.09 bn- | |
Money given to shareholders as dividends. At The Coca-Cola Company, in Q1 26: $2.28 bn · Δ +2,463% (Q1 25). | ||||||
| −$1.26 bn-−133% | −$675.0 m- | −$2.00 bn- | −$1.15 bn- | $3.84 bn- | −$845.0 m- | |
Loans taken minus loans repaid. At The Coca-Cola Company, in Q1 26: −$1.26 bn · Δ −133% (Q1 25). | ||||||
| Other financing flows | −$1.27 bn-−1,105% | −$1.30 bn- | −$1.57 bn- | −$1.0 m- | −$105.0 m- | −$17.0 m- |
| −$3.87 bn-−213% | −$6.39 bn- | −$3.14 bn- | −$3.38 bn- | $3.43 bn- | −$5.48 bn- | |
The balance of financing cash: loans, dividends, buybacks. At The Coca-Cola Company, in Q1 26: −$3.87 bn · Δ −213% (Q1 25). | ||||||
| −$15.0 m-+99.4% | −$2.46 bn- | $3.16 bn- | $1.39 bn- | −$2.67 bn- | −$2.67 bn- | |
How much the cash in the bank rose or fell. At The Coca-Cola Company, in Q1 26: −$15.0 m · Δ +99.4% (Q1 25). | ||||||
| $11.01 bn-−4.2% | $12.73 bn- | $10.20 bn- | $8.81 bn- | $11.49 bn- | $14.16 bn- | |
Cash in the bank at the start of the period. At The Coca-Cola Company, in Q1 26: $11.01 bn · Δ −4.2% (Q1 25). | ||||||
| $11.00 bn-+24.7% | $10.27 bn- | $13.36 bn- | $10.20 bn- | $8.81 bn- | $11.49 bn- | |
Cash in the bank at the end of the period. At The Coca-Cola Company, in Q1 26: $11.00 bn · Δ +24.7% (Q1 25). | ||||||
| $1.76 bn-+132% | $2.87 bn- | $4.56 bn- | $3.37 bn- | −$5.51 bn- | $3.15 bn- | |
The money left after the business paid for its investments. Dividends and debt repayment come from here. At The Coca-Cola Company, in Q1 26: $1.76 bn · Δ +132% (Q1 25). | ||||||
100%Beat rate
Beats consistently
for Q2 26
Not yet announcedThe announced date, 21 July 2026, has passed. The company has not yet given the next one.
last 8 quarters
Of the last 8 quarterly reports from The Coca-Cola Company, 8 came in above analyst estimates and 0 below. The average surprise is +4.00%, and the latest was +6.17%, with earnings per share of 0.86 against 0.81 expected.
The move in The Coca-Cola Company shares on the day after each report. The middle line is zero.
The pattern shows: of those 8 beats, the price rose 5 times. The market does not react to the result, but to the difference from what was already in the price.
The move is already in the price Of everything that moves the price around the report, 62% happens before the announcement. By the time the news is public, it is already in the quote.
The pattern repeats in 62% of cases, on a sample of 8 quarters. It remains a small sample.
Everything is measured against the price on the report day, marked by the vertical line. Each half is the average of the trajectories from the quarters with enough price history, which is why the samples can differ.
What can go wrong
Risks in The Coca-Cola Company (KO) stock: balance sheet strength, distance from financial distress, and behaviour in past crises. The low-risk score is 90.1 out of 100, in the upper end of the market.
90.1 · strongLow risk
92.5credit health
Nothing to fault
A balance sheet is judged on two things: whether the company can pay its debts out of what it produces, and how far it is from not being able to pay them at all. For The Coca-Cola Company, both answers are below.
The Coca-Cola Company: Yes, with room to spare. Operating profit covers interest 12 times over, and the debt clears in 2.44 years of operating profit.
The Coca-Cola Company: Very far. The composite score is 8.1 out of 100, on a scale where lower is better, and no model signals strain. Altman places it in the safe zone.
0Clean
Statistical models that look for patterns associated with aggressive reporting. The Coca-Cola Company: no signal raised.
The models raised no signal for this company.
These are statistical screening models, not accusations. A signal means “worth a closer look”, not “this is fraud”. The Beneish, Montier, Sloan and Piotroski models are published in the academic literature; the thresholds used are those from the original papers.
A statistical screening signal, not an accusation of fraud.
Held up better than its sectortwo crises measured
How The Coca-Cola Company shares behaved when the market fell. Not a forecast, but what happened in the crises the company has already been through.
how much of the market's fall reaches the stock
absorbs part of it17%Takes on only 17% of the market's falls
how well it held up through the measured crises
85Held up very well
The Coca-Cola Company: It held up better than the sector average in the measured crises, with a defensive profile.
Maximum drawdown is measured from peak to trough, on the actual price of that period. The scenarios are estimates, computed from historical sensitivity to the market.
The falls the price has been through, from a peak to the lowest point, and how long it took to recover.
From a peak to the lowest point after it, how long the fall lasted and how long the recovery took.
Measured on each day’s closing price, adjusted for splits, since 2010-01-04. Elsewhere on this page, drops are measured with dividends reinvested, which is why they can come out slightly smaller there.
What you get while you wait
How much The Coca-Cola Company pays in dividends, how secure it is, and what happens to the share count.
2.42%Trailing yield
The Coca-Cola Company pays quarterly and has distributed $2.08 per share over the past twelve months, or 2.42% of today's price. Of its profit, 77.24% goes out as dividend.
| ex-date | amount | vs previous |
|---|---|---|
| June 15, 2026 | $0.53 | +0.0% |
| March 13, 2026 | $0.53 | +3.9% |
| December 1, 2025 | $0.51 | +0.0% |
| September 15, 2025 | $0.51 | +0.0% |
| June 13, 2025 | $0.51 | +0.0% |
| March 14, 2025 | $0.51 | +5.2% |
| November 29, 2024 | $0.49 | +0.0% |
| September 13, 2024 | $0.49 | — |
Past returns do not necessarily repeat.
4.56%total return
Across dividends, buybacks and debt, The Coca-Cola Company returned 4.56% of its market value over the past twelve months.
A negative total return means the company raised capital during the period, through borrowing or new shares, not that it took money from shareholders.
What has already happened, taken out of percentages and put into money.
$1,000 put in The Coca-Cola Company stock 10 years ago, with dividends reinvested, would have grown to $2,561, a return of 9.86% a year. On the share price alone, without dividends, it would have been $1,818. Type your own amount and everything recalculates.
These figures have already happened and are not an estimate for what comes next. Dividends are reinvested in the same stock, and the amounts are in the currency the stock trades in, before tax and fees.
5 events
The Coca-Cola Company has had 5 share events over the period covered by the data.
| date | ratio | type |
|---|---|---|
| August 13, 2012 | 2:1 | split |
| May 13, 1996 | 2:1 | split |
| May 12, 1992 | 2:1 | split |
| May 14, 1990 | 2:1 | split |
| July 1, 1986 | 3:1 | split |
Amounts in the dividend history are adjusted for these events so they can be compared with each other. The sum actually received on the day was different.
Who owns it and what they do with it
Who stands behind The Coca-Cola Company shares, what they buy and sell, and who bets against them.
The Coca-Cola Company has 68.08% of its shares held by institutional investors. Of the 40 reported holders, 26 increased their position and 11 cut it.
| holder | stake | change | As of |
|---|---|---|---|
| Berkshire Hathaway Incactive | 9.30% | +0.00% | 03/31/2026 |
| Vanguard Group Incpassive | 8.71% | +1.60% | 12/31/2025 |
| BlackRock Incpassive | 7.41% | +0.68% | 12/31/2025 |
| State Street Corppassive | 3.89% | −0.37% | 03/31/2026 |
| Vanguard Total Stock Mkt Idx Invpassive | 2.55% | +0.32% | 04/30/2026 |
| FMR Inc | 2.50% | −2.18% | 03/31/2026 |
| Vanguard 500 Index Investor | 2.33% | +1.83% | 04/30/2026 |
| Geode Capital Management, LLC | 2.16% | +3.30% | 03/31/2026 |
| Morgan Stanley - Brokerage Accounts | 2.14% | −1.40% | 03/31/2026 |
| Charles Schwab Investment Management Inc | 1.77% | +6.76% | 03/31/2026 |
| JPMorgan Chase & Co | 1.64% | +0.78% | 03/31/2026 |
| NORGES BANK | 1.29% | +1.72% | 12/31/2025 |
| iShares Core S&P 500 ETF | 1.16% | +0.29% | 04/30/2026 |
| Fidelity 500 Index | 1.15% | +0.35% | 03/31/2026 |
| State Street® SPDR® S&P 500® ETF | 1.07% | +0.33% | 04/30/2026 |
| Schwab US Dividend Equity ETF™ | 1.07% | +0.09% | 04/30/2026 |
| Franklin Resources Inc | 0.95% | +1.54% | 03/31/2026 |
| Northern Trust Corp | 0.94% | −0.59% | 03/31/2026 |
| Bank of America Corp | 0.93% | +28.84% | 12/31/2025 |
| UBS Asset Mgmt Americas Inc | 0.84% | +14.00% | 03/31/2026 |
| Vanguard Value Index Inv | 0.74% | +0.29% | 04/30/2026 |
| The Goldman Sachs Group Inc | 0.74% | +11.65% | 03/31/2026 |
| Amvescap Plc. | 0.72% | +8.09% | 03/31/2026 |
| Capital Research Global Investors | 0.69% | +84.76% | 03/31/2026 |
| UBS Group AG | 0.67% | +18.61% | 03/31/2026 |
| Bank of New York Mellon Corp | 0.66% | −1.30% | 03/31/2026 |
| T. Rowe Price Associates, Inc. | 0.65% | −0.92% | 03/31/2026 |
| Vanguard Dividend Appreciation ETF | 0.51% | +0.28% | 04/30/2026 |
| Vanguard Institutional Index I | 0.50% | −1.74% | 04/30/2026 |
| State St S&P 500® Idx SL Cl I | 0.49% | +0.99% | 04/30/2026 |
| Capital Group American Mutual Comp | 0.45% | +91.95% | 03/31/2026 |
| American Funds American Mutual A | 0.45% | +91.95% | 03/31/2026 |
| JPMorgan Large Cap Growth I | 0.45% | +0.00% | 03/31/2026 |
| Vanguard Institutional 500 Index Trust | 0.41% | −0.08% | 04/30/2026 |
| Equity Index Non-Lendable Fund B | 0.36% | +0.00% | 12/31/2025 |
| Equity Index Fund E | 0.36% | −1.30% | 12/31/2025 |
| Equity Index Fund A | 0.36% | −1.30% | 12/31/2025 |
| Vanguard High Dividend Yield ETF | 0.36% | +0.65% | 04/30/2026 |
| Putnam Large Cap Value A | 0.35% | +0.00% | 04/30/2026 |
| Blackrock Eq Idx Fund CF | 0.33% | −0.28% | 03/31/2026 |
The list covers only the largest reported holders, not the whole shareholder base. Stakes do not add up to 100%.
The holder type is noted only where the source states it.
| date | name | side | value |
|---|---|---|---|
| 02/03/2026 | James Quincey | sell | $26.05M |
| 03/03/2026 | James Quincey | sell | $19.84M |
| 02/25/2026 | John Murphy | sell | $8M |
| 03/02/2026 | John Murphy | sell | $5.83M |
| 03/03/2026 | Bruno Pietracci | sell | $2.28M |
| 11/17/2025 | Nancy Quan | sell | $2.25M |
| 03/03/2026 | Nancy Quan | sell | $1.87M |
| 03/09/2026 | Monica Howard Douglas | sell | $1.85M |
| 02/26/2026 | Beatriz R Perez | sell | $1.72M |
| 02/25/2026 | Monica Howard Douglas | sell | $1.6M |
| 02/25/2026 | Beatriz R Perez | sell | $1.21M |
The source does not state each person's role, so a chief executive and a board member appear the same.
Informational data on reported transactions; not a recommendation.
Over the past twelve months, members of the US Congress reported 6 purchases and 3 sales of The Coca-Cola Company shares.
| date | name | side |
|---|---|---|
| 03/30/2026 | Ro Khanna | buy |
| 03/23/2026 | Ro Khanna | buy |
| 03/10/2026 | Ro Khanna | buy |
| 02/24/2026 | Ro Khanna | sell |
| 02/17/2026 | Ro Khanna | sell |
| 01/13/2026 | Ro Khanna | sell |
| 12/29/2025 | Markwayne Mullin | buy |
| 12/15/2025 | Lloyd Doggett | buy |
| 11/21/2025 | Sheldon Whitehouse | buy |
The law requires reporting a value range, not the exact sum. That is why transactions are counted here rather than added up.
Transactions reported under the STOCK Act; informational.
Of The Coca-Cola Company freely tradable shares, 0.01% are sold short.
Short positions are reported twice a month, so the figure is older than the price on this page.
The Coca-Cola Company shares are held by 14 exchange-traded funds and belong to 2 indices.
| fund | symbol | weight | assets |
|---|---|---|---|
| Consumer Staples Select Sector SPDR | XLP.US | 6.65% | $14.67B |
| Schwab US Dividend Equity ETF | SCHD.US | 4.13% | $95.17B |
| Vanguard High Dividend Yield ETF | VYM.US | 1.28% | $78.33B |
| Vanguard Value ETF | VTV.US | 1.06% | $179.59B |
| SPDR Dow Jones Industrial Average ETF | DIA.US | 99.71% | $44.9B |
| Vanguard FTSE All-World High Div Yield UCITS | VHYL.LSE | 74.51% | $5.61B |
| SPDR S&P 500 ETF Trust | SPY.US | 50.34% | $769.06B |
| iShares Core S&P 500 UCITS | CSPX.LSE | 50.30% | $146.69B |
| Vanguard S&P 500 UCITS | VUSA.LSE | 49.49% | $42.99B |
| Vanguard S&P 500 ETF | VOO.US | 49.00% | $1.03T |
| Vanguard Total Stock Market Index Fund ETF Shares | VTI.US | 39.00% | $653.54B |
| iShares Core MSCI World UCITS | IWDA.LSE | 36.39% | $101.7B |
| Vanguard FTSE Developed World UCITS | VEVE.LSE | 34.08% | $3.44B |
| Vanguard Total World Stock ETF | VT.US | 27.00% | $74.09B |
The weight is how much the share counts inside that fund, not how much of the company the fund owns.
Where it stands against the rest
A number on its own says nothing. Here The Coca-Cola Company is placed next to its sector, its industry and the market, so every figure gets a position.
Consumer Defensivesector
The Coca-Cola Company belongs to the Consumer Defensive sector, in the Beverages - Non-Alcoholic industry. Below, each indicator sits next to the sector and industry median.
| indicator | company | sector median | industry median | position |
|---|---|---|---|---|
| 48.05% | 13.15% | 22.86% | 96 | |
| Return on equityHow much net profit the company generates from shareholders' money. Above ~15% is very good; consistency matters as much as the level. | ||||
| 13.34% | 5.48% | 7.83% | 92 | |
| Return on assetsHow much profit the company draws from the assets it owns. Above ~5% is solid, though it varies widely by industry. | ||||
| 18.66% | 10.33% | 12.16% | 85 | |
| Return on invested capitalProfit generated from all capital employed — equity and debt alike. Above the cost of capital (WACC) means value is created. Above 15% is very good. | ||||
| 27.80% | 6.06% | 10.03% | 95 | |
| Net margin (DuPont breakdown)The margin component of the DuPont breakdown of returns. Higher means the firm keeps more of every unit sold. | ||||
| 26.25x | 17.21x | 20.04x | 22 | |
| Price / earnings (trailing 12 months)How many years of current profit you pay for one share. Judged against sector and growth rate, never in isolation. | ||||
| 7.30x | 0.74x | 1.03x | - | |
| Price / sales (trailing 12 months)How many times annual sales you pay for a share. Useful for companies without profit; judged against the sector, not in absolute terms. | ||||
| 2.49% | 3.43% | 2.16% | 32 | |
| Dividend yield (trailing 12 months)Dividends paid over the past year against the current price. Judged together with sustainability, not on level alone. | ||||
| 80.07% | 47.82% | 58.12% | - | |
| Payout ratioHow much of the profit is paid out as dividend. Below 60% leaves room to grow; above 100% means the dividend exceeds the profit. | ||||
| 7.75% | 5.62% | 9.69% | 61 | |
| Revenue growth (5-year annual)Average yearly revenue growth over the past five years. Above ~10% is solid growth for a mature company. | ||||
| 11.14% | 8.08% | 17.61% | 64 | |
| Earnings per share growth (5-year annual)Average yearly growth in earnings per share. Faster than revenue means expanding margins or buybacks. | ||||
| 2.44x | 2.35x | 1.47x | 51 | |
| Debt / EBITDAHow many years of operating profit it would take to cover total debt. Below 3 is comfortable; above 4 becomes a burden. | ||||
| 3.49% | 8.83% | 7.88% | 32 | |
| Free cash flow yieldHow much free cash the company produces relative to its market value. Above ~5% is attractive; below 2% is expensive. | ||||
Position is the percentile within the sector: 100 is the best value among the companies compared, 0 the weakest. The direction is already inverted where lower is better, as with debt or price/earnings.
| period | KO | SPY | difference |
|---|---|---|---|
| 1M | 6.13% | -0.08% | +6.21% |
| 3M | 4.92% | 12.30% | −7.38% |
| 6M | 16.30% | 8.49% | +7.81% |
| 1Y | 20.31% | 24.76% | −4.45% |
| 3Y | 50.15% | 80.71% | −30.56% |
| 5Y | 77.04% | 88.11% | −11.07% |
Returns are cumulative over the period shown, not annualised. The difference is how much the company returned above or below the benchmark.
6comparable
Companies with a profile close to The Coca-Cola Company, chosen by how they move and what kind of stock they are - not by what they make.
| symbol | company | similarity | score |
|---|---|---|---|
| PG.US | Procter & Gamble CompanyConsumer Defensive | 91.0% | 36.1 |
| TJX.US | The TJX Companies IncConsumer Cyclical | 89.2% | 57.6 |
| AZN.LSE | AstraZeneca PLCHealthcare | 87.8% | 66.0 |
| MCD.US | McDonald’s CorporationConsumer Cyclical | 87.5% | 46.9 |
| UNP.US | Union Pacific CorporationIndustrials | 87.3% | 69.3 |
| AZN.US | AstraZeneca PLCHealthcare | 87.0% | 58.5 |
Similarity is computed from exposure to the same style factors, not from the line of business. That is why companies from other sectors can appear in the list. It is not a recommendation and not a list of alternatives.
| symbol | company | country | score |
|---|---|---|---|
| PEP.US | PepsiCo Inc | US | 46.4 |
| MNST.US | Monster Beverage Corp | US | 78.9 |
| 605499.SHG | Eastroc Beverage Group Co Ltd | CN | 50.2 |
| CCEP.US | Coca-Cola European Partners PLC | US | 46.3 |
| KDP.US | Keurig Dr Pepper Inc | US | 56.4 |
| CCEP.LSE | Coca-Cola Europacific Partners PLC | GB | 50.6 |
Competitors from the same industry, Beverages - Non-Alcoholic. The list is ordered by company size, but the figure is not shown: it comes in each market’s own currency, so the values are not comparable.
How the price moves
So far this has been about the company. From here on it is about the share: how much it swings, how deep it fell, and whether the move was worth the risk.
18.77%one-year volatility
How choppy The Coca-Cola Company has been, and how deep its falls have gone.
Volatility and beta are computed from daily prices over the last year and the last three. They measure the past; they are not forecasts.
The words next to the figures are states with established names, not recommendations: “oversold” does not mean “worth buying”. Verdicts appear only on the risk ratios, where there is a clear direction of better.
0.89one-year Sharpe
The same gain earned with wide or narrow swings is not worth the same. The figures below divide the return by the risk it was earned with.
All of them measure gain against some form of risk: Sharpe against total swing, Sortino against downward swing only, Calmar against the deepest fall, Treynor against market risk. Above 1 is generally good, but these compare between companies, not in absolute terms.
The words next to the figures are states with established names, not recommendations: “oversold” does not mean “worth buying”. Verdicts appear only on the risk ratios, where there is a clear direction of better.
65.9414-day RSI
Where the The Coca-Cola Company share price sits against its moving averages, and how stretched the recent move is.
The thresholds marked on the scales are the usual ones in technical analysis: 30 and 70 for RSI, ±100 for CCI, 0 and 1 for the Bollinger band, 20 and 25 for trend strength. They are widely used conventions, not rules.
The words next to the figures are states with established names, not recommendations: “oversold” does not mean “worth buying”. Verdicts appear only on the risk ratios, where there is a clear direction of better.
17/30checks passed
Each row below is a way of investing. The more checks The Coca-Cola Company passes on one, the better it suits that way - there is no “correct” row.
A failed check is not a flaw in itself: a growth company fails almost everything to do with value, and that is normal. What matters is the pattern, where it passes and where it fails, not the count on its own.
Broker european cu 0% comision la acțiuni și ETF-uri
75% din conturile retail pierd bani când tranzacționează CFD-uri cu XTB.
Broker social reglementat pentru acțiuni, ETF-uri și crypto
BONUS LA INSCRIERE
50% din conturile retail pierd bani când tranzacționează CFD-uri cu eToro.
Investiții fără comision, cu Pies și acțiuni fracționate
75% din conturile retail pierd bani când tranzacționează CFD-uri cu Trading212.
Some of the links above are affiliate links. If you open an account through them, we may earn a commission, at no extra cost to you.
Investing in financial instruments involves risk. You can lose the money you invest. Past performance is not a reliable indicator of future results.