Coca Cola European Partners Stock Beta
| CCEP Stock | USD 97.27 0.35 0.36% |
Coca Cola's fundamental analysis aims to assess its intrinsic value by examining key economic and financial indicators - such as cash flow records, changes in balance sheet accounts, income statement trends, financial ratios, and relevant microeconomic factors affecting Coca Stock price.
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Coca Cola European Partners Company Beta Analysis
Coca Cola's Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Current Coca Cola Beta | 0.64 |
Most of Coca Cola's fundamental indicators, such as Beta, are part of a valuation analysis module that helps investors searching for stocks that are currently trading at higher or lower prices than their real value. If the real value is higher than the market price, Coca Cola European Partners is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.
Coca Beta Driver Correlations
Understanding the fundamental principles of building solid financial models for Coca Cola is extremely important. It helps to project a fair market value of Coca Stock properly, considering its historical fundamentals such as Beta. Since Coca Cola's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Coca Cola's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Coca Cola's interrelated accounts and indicators.
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In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
| Competition |
In accordance with the recently published financial statements, Coca Cola European Partners has a Beta of 0.638. This is 48.13% lower than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The beta for all United States stocks is notably lower than that of the firm.
Coca Beta Peer Comparison
Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Coca Cola's direct or indirect competition against its Beta to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Coca Cola could also be used in its relative valuation, which is a method of valuing Coca Cola by comparing valuation metrics of similar companies.Coca Cola is currently under evaluation in beta category among its peers.
Coca Cola ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Coca Cola's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Coca Cola's managers, analysts, and investors.Environmental | Governance | Social |
Coca Cola Institutional Holders
Institutional Holdings refers to the ownership stake in Coca Cola that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Coca Cola's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Coca Cola's value.| Shares | Massachusetts Financial Services Company | 2025-03-31 | 2.7 M | Norges Bank | 2024-12-31 | 2.5 M | Morgan Stanley - Brokerage Accounts | 2025-03-31 | 2.4 M | Ubs Asset Mgmt Americas Inc | 2025-03-31 | 2.4 M | Ubs Group Ag | 2025-03-31 | 2.2 M | Bank Of America Corp | 2025-03-31 | 2.2 M | Geode Capital Management, Llc | 2025-03-31 | 2.1 M | Nuveen Asset Management, Llc | 2024-12-31 | 2.1 M | Fiduciary Management, Inc. Of Milwaukee | 2025-03-31 | 2 M | Blackrock Inc | 2025-03-31 | 14.7 M | Amvescap Plc. | 2025-03-31 | 10.3 M |
As returns on the market increase, Coca Cola's returns are expected to increase less than the market. However, during the bear market, the loss of holding Coca Cola is expected to be smaller as well.
Coca Fundamentals
| Return On Equity | 0.17 | ||||
| Return On Asset | 0.0534 | ||||
| Profit Margin | 0.07 % | ||||
| Operating Margin | 0.13 % | ||||
| Current Valuation | 56.03 B | ||||
| Shares Outstanding | 456.06 M | ||||
| Shares Owned By Insiders | 53.88 % | ||||
| Shares Owned By Institutions | 37.90 % | ||||
| Number Of Shares Shorted | 4.21 M | ||||
| Price To Earning | 40.20 X | ||||
| Price To Book | 4.51 X | ||||
| Price To Sales | 2.24 X | ||||
| Revenue | 20.44 B | ||||
| Gross Profit | 7.28 B | ||||
| EBITDA | 3.27 B | ||||
| Net Income | 1.42 B | ||||
| Cash And Equivalents | 2.06 B | ||||
| Cash Per Share | 4.51 X | ||||
| Total Debt | 11.33 B | ||||
| Debt To Equity | 1.62 % | ||||
| Current Ratio | 0.94 X | ||||
| Book Value Per Share | 18.42 X | ||||
| Cash Flow From Operations | 3.06 B | ||||
| Short Ratio | 2.29 X | ||||
| Earnings Per Share | 3.52 X | ||||
| Price To Earnings To Growth | 1.72 X | ||||
| Target Price | 96.99 | ||||
| Number Of Employees | 41 K | ||||
| Beta | 0.64 | ||||
| Market Capitalization | 45.85 B | ||||
| Total Asset | 31.1 B | ||||
| Retained Earnings | 8.8 B | ||||
| Working Capital | (1.51 B) | ||||
| Current Asset | 2.79 B | ||||
| Current Liabilities | 3.04 B | ||||
| Annual Yield | 0.02 % | ||||
| Five Year Return | 2.70 % | ||||
| Net Asset | 31.1 B | ||||
| Last Dividend Paid | 1.97 |
About Coca Cola Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Coca Cola European Partners's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Coca Cola using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Coca Cola European Partners based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Coca Cola
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Coca Cola position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Coca Cola will appreciate offsetting losses from the drop in the long position's value.Moving together with Coca Stock
Moving against Coca Stock
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| 0.62 | K | Kellanova Earnings Call This Week | PairCorr |
The ability to find closely correlated positions to Coca Cola could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Coca Cola when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Coca Cola - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Coca Cola European Partners to buy it.
The correlation of Coca Cola is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Coca Cola moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Coca Cola European moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Coca Cola can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional 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.