The Coca Cola Stock Buy Hold or Sell Recommendation
| KO Stock | USD 60.17 1.26 2.14% |
Allowing for the 90-day total investment horizon and complete risk avoidance on your part, our recommendation regarding The Coca Cola is 'Cautious Hold'. Macroaxis provides Coca Cola buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding KO positions. The advice algorithm takes into account all of Coca Cola's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Coca Cola's buy or sell advice are summarized below:
Real Value 60.62 | Target Price 61.97 | Hype Value 58.91 | Market Value 60.17 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell The Coca Cola given historical horizon and risk tolerance towards Coca Cola. When Macroaxis issues a 'buy' or 'sell' recommendation for The Coca Cola, the advice is generated through an automated system that utilizes algorithms and statistical models.
Coca |
Execute Coca Cola Buy or Sell Advice
The Coca recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on The Coca Cola. Macroaxis does not own or have any residual interests in The Coca Cola or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Coca Cola's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Cautious Hold
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Coca Cola Trading Alerts and Improvement Suggestions
| Coca Cola generated a negative expected return over the last 90 days | |
| 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 zacks.com: Coca-Cola Ascends While Market Falls Some Facts to Note |
Coca Cola Returns Distribution Density
The distribution of Coca Cola's historical returns is an attempt to chart the uncertainty of Coca Cola's future price movements. The chart of the probability distribution of Coca Cola daily returns describes the distribution of returns around its average expected value. We use The Coca Cola price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Coca Cola returns is essential to provide solid investment advice for Coca Cola.
| Mean Return | -0.01 | Value At Risk | -1.02 | Potential Upside | 1.03 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Coca Cola historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Coca Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Coca Cola is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading The Coca Cola backward and forwards among themselves. Coca Cola's institutional investor refers to the entity that pools money to purchase Coca Cola's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | T. Rowe Price Associates, Inc. | 2023-12-31 | 40.6 M | Legal & General Group Plc | 2023-12-31 | 37.5 M | Goldman Sachs Group Inc | 2023-12-31 | 36.8 M | Bank Of New York Mellon Corp | 2023-12-31 | 35.9 M | Royal Bank Of Canada | 2023-12-31 | 27.8 M | Bank Of America Corp | 2023-12-31 | 27.7 M | Wellington Management Company Llp | 2023-12-31 | 25.7 M | Ubs Asset Mgmt Americas Inc | 2023-12-31 | 24.3 M | Ameriprise Financial Inc | 2023-12-31 | 22.5 M | Berkshire Hathaway Inc | 2023-12-31 | 400 M | Vanguard Group Inc | 2023-12-31 | 370.7 M |
Coca Cola Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change To Inventory | (183M) | 99M | (135M) | (960M) | (597M) | (567.2M) | |
| Change In Cash | (2.6B) | 373M | 2.9B | (200M) | (153M) | (145.4M) | |
| Free Cash Flow | 8.4B | 8.7B | 11.3B | 9.5B | 9.7B | 5.6B | |
| Depreciation | 1.1B | 1.4B | 1.5B | 1.5B | 1.1B | 1.1B | |
| Other Non Cash Items | (166M) | (258M) | (1.2B) | 558M | 351M | 238.9M | |
| Dividends Paid | 6.8B | 7.0B | 7.3B | 7.6B | (8.0B) | (7.6B) | |
| Capital Expenditures | 2.1B | 1.2B | 1.4B | 1.5B | 1.9B | 1.6B | |
| Net Income | 9.0B | 7.8B | 9.8B | 9.6B | 10.7B | 5.9B | |
| End Period Cash Flow | 6.7B | 7.1B | 10.0B | 9.8B | 9.4B | 5.6B | |
| Change To Netincome | (245M) | (150M) | 77M | 792M | 910.8M | 566.2M | |
| Investments | 2.3B | 252M | 1.0B | (763M) | (997M) | (1.0B) | |
| Net Borrowings | (1.8B) | (1.9B) | 228M | (958M) | (862.2M) | (819.1M) |
Coca Cola Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Coca Cola or Beverages sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Coca Cola's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Coca stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.05 | |
β | Beta against NYSE Composite | 0.52 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | -0.11 |
Coca Cola Volatility Alert
The Coca Cola exhibits very low volatility with skewness of 0.78 and kurtosis of 2.03. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Coca Cola's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Coca Cola's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Coca Cola Implied Volatility
Coca Cola's implied volatility exposes the market's sentiment of The Coca Cola stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Coca Cola's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Coca Cola stock will not fluctuate a lot when Coca Cola's options are near their expiration.
Coca Cola Fundamentals Vs Peers
Comparing Coca Cola's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Coca Cola's direct or indirect competition across all of the common fundamentals between Coca Cola and the related equities. This way, we can detect undervalued stocks with similar characteristics as Coca Cola or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Coca Cola's fundamental indicators could also be used in its relative valuation, which is a method of valuing Coca Cola by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Coca Cola to competition |
| Fundamentals | Coca Cola | Peer Average |
| Return On Equity | 0.4 | -0.31 |
| Return On Asset | 0.0874 | -0.14 |
| Profit Margin | 0.23 % | (1.27) % |
| Operating Margin | 0.22 % | (5.51) % |
| Current Valuation | 286.47 B | 16.62 B |
| Shares Outstanding | 4.31 B | 571.82 M |
| Shares Owned By Insiders | 9.95 % | 10.09 % |
| Shares Owned By Institutions | 62.93 % | 39.21 % |
| Number Of Shares Shorted | 26.68 M | 4.71 M |
| Price To Earning | 27.50 X | 28.72 X |
| Price To Book | 9.69 X | 9.51 X |
| Price To Sales | 5.49 X | 11.42 X |
| Revenue | 45.75 B | 9.43 B |
| Gross Profit | 25 B | 27.38 B |
| EBITDA | 12.44 B | 3.9 B |
| Net Income | 10.71 B | 570.98 M |
| Cash And Equivalents | 9.52 B | 2.7 B |
| Cash Per Share | 3.06 X | 5.01 X |
| Total Debt | 42.06 B | 5.32 B |
| Debt To Equity | 1.69 % | 48.70 % |
| Current Ratio | 1.13 X | 2.16 X |
| Book Value Per Share | 6.02 X | 1.93 K |
| Cash Flow From Operations | 11.6 B | 971.22 M |
| Short Ratio | 1.87 X | 4.00 X |
| Earnings Per Share | 2.47 X | 3.12 X |
| Price To Earnings To Growth | 2.93 X | 4.89 X |
| Target Price | 62.71 | |
| Number Of Employees | 79.1 K | 18.84 K |
| Beta | 0.59 | -0.15 |
| Market Capitalization | 253.97 B | 19.03 B |
| Total Asset | 97.7 B | 29.47 B |
| Retained Earnings | 73.78 B | 9.33 B |
| Working Capital | 3.16 B | 1.48 B |
Note: Coca Cola exotic insider transaction detected [view details]
Coca Cola Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Coca . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 477811.0 | |||
| Daily Balance Of Power | 0.9265 | |||
| Rate Of Daily Change | 1.02 | |||
| Day Median Price | 59.68 | |||
| Day Typical Price | 59.84 | |||
| Price Action Indicator | 1.12 | |||
| Period Momentum Indicator | 1.26 |
About Coca Cola Buy or Sell Advice
When is the right time to buy or sell The Coca Cola? Buying financial instruments such as Coca Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 42.8B | 39.1B | 42.1B | 44.2B | Total Assets | 94.4B | 92.8B | 97.7B | 102.6B |
Use Investing Ideas to Build Portfolios
In addition to having Coca Cola in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Financials ETFs Thematic Idea Now
Financials ETFs
ETF themes focus on helping investors to gain exposure to a broad range of assets, diversify, and lower overall costs. The Financials ETFs theme has 47 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Financials ETFs Theme or any other thematic opportunities.
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Check out Coca Cola Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Bonds Directory module to find actively traded corporate debentures issued by US companies.
Complementary Tools for Coca Stock analysis
When running Coca Cola's price analysis, check to measure Coca Cola's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coca Cola is operating at the current time. Most of Coca Cola's value examination focuses on studying past and present price action to predict the probability of Coca Cola's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coca Cola's price. Additionally, you may evaluate how the addition of Coca Cola to your portfolios can decrease your overall portfolio volatility.
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Is Coca Cola's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coca Cola. If investors know Coca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coca Cola listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.01) | 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.