The Coca-Cola Company KO
Consumer Defensive · Beverages - Non-Alcoholic · United States · S&P 500
Based on the available data, The Coca-Cola Company gets an algorithmic score of 63/100. It trades at 86.84 $, with a bullish technical trend (RSI 44.5) and 18.8% annual volatility.
Updated: 2026-09-30
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Strengths
- High ROE (42.1%): generates strong profit on equity.
- High net margin (28.6%): pricing power / competitive advantage.
- Low beta (0.02): defensive profile.
Weaknesses
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Fundamentals
| P/E | 26.32 |
| Forward P/E | 24.63 |
| PEG | 4.03 |
| P/B | 10.34 |
| EV/EBITDA | 23.75 |
| P/S | 7.45 |
| ROE % | 42.05 |
| ROA % | 9.40 |
| Gross margin % | 61.89 |
| Operating margin % | 34.87 |
| Net margin % | 28.56 |
| Revenue growth % (y/y) | 6.70 |
| Earnings growth % (y/y) | 16.90 |
| Revenue CAGR % | 3.69 |
| Earnings CAGR % | 11.16 |
| Debt/Equity % | 115.52 |
| Current ratio | 1.30 |
| FCF yield % | 1.42 |
| Dividend yield % | 2.44 |
| Payout % | 62.46 |
Returns
| 1 month | -2.6 % |
| 3 months | +7.5 % |
| 6 months | +15.3 % |
| YTD | +28.1 % |
| 1 year | +35.8 % |
| 3 years | +64.4 % |
| 5 years | +86.0 % |
Risk
| 1-year volatility | 18.8 % |
| Beta | 0.02 |
| 5-year max drawdown | -17.3 % |
| Sharpe 1A | 1.51 |
Macroeconomic context
Defensive sector: stable demand in recessions. Sensitive to agricultural commodity costs and input inflation; competes with bonds for its dividend. As a US company, its valuation depends on the Fed, 10-year Treasury yields and the US earnings cycle.
How the score is calculated
The score combines profitability (ROE, ROA, net margin), growth (revenue and earnings), valuation (P/E, EV/EBITDA, free cash flow), financial strength (debt and liquidity; not applied to banks and insurers) and momentum (6 and 12-month returns and trend). It is an educational quantitative filter, not a buy or sell recommendation.