Is Coca Cola Stock a Good Investment?
Coca Cola Investment Advice | COKE |
- Examine Coca Cola's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Coca Cola's leadership team and their track record. Good management can help Coca Cola navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Soft Drinks & Non-alcoholic Beverages space and any emerging trends that could impact Coca Cola's business and its evolving consumer preferences.
- Compare Coca Cola's performance and market position to its competitors. Analyze how Coca Cola is positioned in terms of product offerings, innovation, and market share.
- Check if Coca Cola pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Coca Cola's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Coca Cola Consolidated stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Coca Cola Consolidated is a good investment.
Sell | Buy |
Strong Buy
Market Performance | Very Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Under hyped | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Small | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Sell | Details | |
Financial Strenth (F Score) | Healthy | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Possible Manipulator | Details |
Examine Coca Cola Stock
Researching Coca Cola's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 33.0% of the company shares are held by company insiders. The company recorded earning per share (EPS) of 57.63. Coca Cola Consolidated last dividend was issued on the 25th of October 2024. The entity had 2:1 split on the 21st of March 1984.
To determine if Coca Cola is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Coca Cola's research are outlined below:
| Coca Cola generated a negative expected return over the last 90 days | |
| Coca Cola is unlikely to experience financial distress in the next 2 years | |
| About 33.0% of the company shares are held by company insiders | |
| On 8th of November 2024 Coca Cola paid $ 2.5 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: Coca-Cola Consolidated, Inc. Sees Significant Decline in Short Interest |
Coca Cola Quarterly Accounts Payable |
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Coca Cola uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Coca Cola Consolidated. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Coca Cola's 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.
| 28th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
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. Below are the table of largest EPS Surprises Coca Cola's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2010-03-09 | 2009-12-31 | 0.13 | 0.1 | -0.03 | 23 | ||
1996-04-24 | 1996-03-31 | 0.13 | 0.1 | -0.03 | 23 | ||
2005-02-23 | 2004-12-31 | 0.3 | 0.26 | -0.04 | 13 | ||
2003-04-23 | 2003-03-31 | 0.2 | 0.16 | -0.04 | 20 | ||
1994-03-18 | 1993-12-31 | 0.22 | 0.18 | -0.04 | 18 | ||
2004-04-21 | 2004-03-31 | 0.23 | 0.18 | -0.05 | 21 | ||
1996-02-26 | 1995-12-31 | 0.14 | 0.09 | -0.05 | 35 | ||
1995-04-26 | 1995-03-31 | 0.16 | 0.21 | 0.05 | 31 |
Know Coca Cola's Top 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 Coca Cola Consolidated 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 | Aqr Capital Management Llc | 2024-09-30 | 84.5 K | Goldman Sachs Group Inc | 2024-09-30 | 71.3 K | T. Rowe Price Associates, Inc. | 2024-09-30 | 71 K | Charles Schwab Investment Management Inc | 2024-09-30 | 51.4 K | Bank Of New York Mellon Corp | 2024-09-30 | 50.3 K | Hennessy Advisors, Inc. | 2024-09-30 | 50.3 K | Vaughan Nelson Scarbrgh & Mccullough Lp | 2024-09-30 | 45.4 K | Renaissance Technologies Corp | 2024-09-30 | 42.4 K | Ameriprise Financial Inc | 2024-09-30 | 42 K | Vanguard Group Inc | 2024-09-30 | 571.8 K | Blackrock Inc | 2024-06-30 | 434.4 K |
Coca Cola's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 10.85 B.Market Cap |
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Coca Cola's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.12 | 0.13 | |
| Return On Capital Employed | 0.26 | 0.27 | |
| Return On Assets | 0.10 | 0.10 | |
| Return On Equity | 0.28 | 0.30 |
Determining Coca Cola's profitability involves analyzing its financial statements and using various financial metrics to determine if Coca Cola is a good buy. For example, gross profit margin measures Coca Cola's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Coca Cola's profitability and make more informed investment decisions.
Please note, the presentation of Coca Cola's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Coca Cola's management is honest, while the outside auditors are strict and uncompromising. Please utilize our Beneish M Score to check the likelihood of Coca Cola's management manipulating its earnings.
Evaluate Coca Cola's management efficiency
Coca Cola Consolidated has return on total asset (ROA) of 0.1162 % which means that it generated a profit of $0.1162 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.3773 %, meaning that it created $0.3773 on every $100 dollars invested by 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. The current year's Return On Tangible Assets is expected to grow to 0.13. The current year's Return On Capital Employed is expected to grow to 0.27. At present, Coca Cola's Non Current Assets Total are projected to increase significantly based on the last few years of reporting. The current year's Non Currrent Assets Other is expected to grow to about 152.5 M, whereas Other Assets are forecasted to decline to about 58 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 153.15 | 160.80 | |
| Tangible Book Value Per Share | 47.48 | 49.85 | |
| Enterprise Value Over EBITDA | 9.80 | 10.82 | |
| Price Book Value Ratio | 6.06 | 9.13 | |
| Enterprise Value Multiple | 9.80 | 10.82 | |
| Price Fair Value | 6.06 | 9.13 | |
| Enterprise Value | 5.9 B | 6.2 B |
Understanding the management dynamics of Coca Cola Consolidated allows us to gauge its ability to sustain growth and profitability. This comprehensive analysis aids in determining the stock's value.
Dividend Yield 0.0082 | Forward Dividend Yield 0.0082 | Forward Dividend Rate 10 | Beta 0.842 |
Basic technical analysis of Coca Stock
As of the 24th of December, Coca Cola shows the mean deviation of 1.25, and Risk Adjusted Performance of (0.03). Coca Cola Consolidated 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. Please confirm Coca Cola Consolidated standard deviation, as well as the relationship between the treynor ratio and potential upside to decide if Coca Cola Consolidated is priced correctly, providing market reflects its regular price of 1188.07 per share. Given that Coca Cola has information ratio of (0.07), we suggest you to validate Coca Cola Consolidated's prevailing market performance to make sure the company can sustain itself at a future point.Coca Cola's 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.
Christine Motherwell over three months ago Insider Trading | ||
Murrey John W Iii over three months ago Disposition of 500 shares by Murrey John W Iii of Coca Cola at 378.45 subject to Rule 16b-3 | ||
Coca Cola Co over three months ago Disposition of 598619 shares by Coca Cola Co of Coca Cola at 925.0 subject to Rule 16b-3 | ||
Coca Cola Enterprises Inc over six months ago Disposition of tradable shares by Coca Cola Enterprises Inc of Coca Cola at 56.67 subject to Rule 16b-3 | ||
John Murrey over six months ago Disposition of 500 shares by John Murrey of Coca Cola at 380.7586 subject to Rule 16b-3 | ||
Harrison J Frank Iii over six months ago Coca Cola exotic insider transaction detected | ||
Harrison J Frank Iii over six months ago Acquisition or disposition of Coca Cola securities by Harrison J Frank Iii | ||
Harrison J Frank Iii over six months ago Coca Cola exotic insider transaction detected | ||
Harrison J Frank Iii over a year ago Acquisition or disposition of Coca-Cola Bottling securities by Harrison J Frank Iii |
Coca Cola's Outstanding Corporate 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 Consolidated 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 Coca Cola Consolidated 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| Coca Cola Consolidated Corp BondUS191098AK89 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View | |
| US19106CAA45 Corp BondUS19106CAA45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View |
Understand Coca Cola's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Coca Cola's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.1) | |||
| Mean Deviation | 1.25 | |||
| Coefficient Of Variation | (2,177) | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.82 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | (0.11) | |||
| Maximum Drawdown | 10.22 | |||
| Value At Risk | (2.42) | |||
| Potential Upside | 3.15 | |||
| Skewness | (0.27) | |||
| Kurtosis | 2.25 |
| Risk Adjusted Performance | (0.03) | |||
| Market Risk Adjusted Performance | (0.1) | |||
| Mean Deviation | 1.25 | |||
| Coefficient Of Variation | (2,177) | |||
| Standard Deviation | 1.68 | |||
| Variance | 2.82 | |||
| Information Ratio | (0.07) | |||
| Jensen Alpha | (0.11) | |||
| Total Risk Alpha | (0.14) | |||
| Treynor Ratio | (0.11) | |||
| Maximum Drawdown | 10.22 | |||
| Value At Risk | (2.42) | |||
| Potential Upside | 3.15 | |||
| Skewness | (0.27) | |||
| Kurtosis | 2.25 |
Consider Coca Cola's intraday 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.
| Accumulation Distribution | 345.44 | |||
| Daily Balance Of Power | (0.88) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 1191.09 | |||
| Day Typical Price | 1190.08 | |||
| Market Facilitation Index | 7.0E-4 | |||
| Price Action Indicator | (10.28) | |||
| Period Momentum Indicator | (14.53) |
Coca Cola Corporate Filings
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
| 26th of August 2024 Other Reports | ViewVerify | |
| 21st of June 2024 Other Reports | ViewVerify | |
| 23rd of May 2024 Prospectus used primarily for registering securities for public sale. | ViewVerify |
Coca Stock media impact
Far too much social signal, news, headlines, and media speculation about Coca Cola that are available to investors today. That information is available publicly through Coca media outlets and privately through word of mouth or via Coca internal channels. However, regardless of the origin, that massive amount of Coca data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Coca Cola news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Coca Cola relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Coca Cola's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Coca Cola alpha.
Coca Cola Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Coca Cola can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Coca Cola Corporate Management
| Beauregarde III | General VP | Profile | |
| Nathaniel Tollison | Communications, Affairs | Profile | |
| Christine Motherwell | Senior Resources | Profile | |
| Frank III | Chairman CEO | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Coca Cola Consolidated. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in industry. You can also try the Fundamental Analysis module to view fundamental data based on most recent published financial statements.
Is Soft Drinks & Non-alcoholic Beverages space 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 0.345 | Dividend Share 2 | Earnings Share 57.63 | Revenue Per Share 737.17 | Quarterly Revenue Growth 0.031 |
The market value of Coca Cola Consolidated 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.
In summary, please note that there is a difference between Coca Cola's value and its price, as these two are different measures arrived at by various 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.