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Stock The Coca-Cola Company KO

The Coca-Cola Company — Investlytic score 2/5 on the five criteria.

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40/ 100
Score Investlytic · 5 criteria

Analysis in progress…

Investlytic score: 2/5 criteria met. Data as of 03/10/2026.

  • ✅ Price trend passed
  • ✅ Growth passed
  • ❌ Debt failed
  • ❌ P/E failed
  • ❌ Correction failed

Price trend

Overall trend (8 years): the price has been multiplied by at least 1.5.

Price change 2018 → 2019: 16.90%

Price change 2019 → 2020: -0.92%

Price change 2020 → 2021: 7.97%

Price change 2021 → 2022: 7.43%

Price change 2022 → 2023: -7.36%

Price change 2023 → 2024: 5.65%

Price change 2024 → 2025: 12.29%

Price change 2025 → 2026: 23.16%

Price change 2026 (year to date): 24.57%

Financial growth

Revenue CAGR (8 years): 4.90%

Earnings CAGR (8 years): 10.70%

Growth status: positive trend (>1%/yr) in revenue and earnings.

Debt

Debt-to-equity ratio: 1.47

Debt/equity > 0.5 (maximum threshold).

P/E (Price/Earnings)

P/E ratio: 27.36

P/E > 25.0 (maximum threshold).

Correction (6 months)

Current correction: 6.40% from the high over 6 months.

Insufficient correction (< 10.0%).

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Criteria of the Investlytic model

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Price trend

Price & trend

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⚖️ Comparison with the market

All stocks →
StockP/EDette/FPRevenue growthRating
The Coca-Cola Company28.31.47+2.1 %🔒
L'Oréal S.A.37.00.34+5.6 %–
Walmart Inc.45.70.66+3.5 %–
Unilever PLC21.81.91+0.9 %–
Heineken N.V.19.51.14+3.9 %–

Data from the Investlytic screener. The rating of the stock being viewed is reserved for members.

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Detailed analysis · Price trend

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Global model trend and annual price variations · visible with a free account.

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Revenues & profits

Revenue and net income

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Chart of revenues and net income over 8 periods · real data, no estimates.

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Financial indicators

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18 financial indicators analyzed by groups of criteria: valuation, profitability, growth, solidity, dividend, and momentum.

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Annual financial statements

Fiscal yearRevenueNet income Net marginEPSRevenue growth
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Complete annual financial statements: revenue, net income, margin, and EPS over 8 fiscal years.

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Key reported figures

Revenue, net income and net margin reported by The Coca-Cola Company over the latest fiscal years.

Revenue
47.9 bn USD
fiscal year 2025
Net income
13.1 bn USD
fiscal year 2025
Net margin
27.3 %
fiscal year 2025
Average annual growth
+7.7 %
Revenue growth over 5 years
Average annual growth
+0.8 %
Revenue growth over 10 years
Market cap
412 bn USD
Fiscal yearRevenueNet incomeNet marginRevenue growth
202033.0 bn7.7 bn23.5 %n/a
202138.7 bn9.8 bn25.3 %+17.1 %
202243.0 bn9.5 bn22.2 %+11.3 %
202345.8 bn10.7 bn23.4 %+6.4 %
202447.1 bn10.6 bn22.6 %+2.9 %
202547.9 bn13.1 bn27.3 %+1.9 %

Amounts converted to USD. Source: published annual accounts, collected on 06/11/2026.

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Accounts and financial health

Balance sheet and cash flow published by The Coca-Cola Company over the last fiscal years, strength scores and valuation by discounted cash flow (DCF).

Overview
solid accounts
according to Altman Z, Piotroski and net debt
Altman Z-score
5.89
safe zone (above 2.99)
Piotroski Score
8 / 9
7 to 9: solid accounts
DCF Value
83.09 USD
DCF close to share price · share price 96.23 USD, gap -13.7 %
Net Debt / EBITDA
1.38 x
moderate debt
Fiscal year20212022202320242025
Cash and investments12.6 bn11.6 bn13.7 bn14.6 bn13.9 bn
Total Debt44.5 bn40.6 bn43.4 bn45.7 bn47.2 bn
Net Debt34.9 bn31.1 bn34.1 bn34.9 bn36.9 bn
Equity23.0 bn24.1 bn25.9 bn24.9 bn32.2 bn
Total assets94.4 bn92.8 bn97.7 bn101 bn105 bn
Operating cash flow12.6 bn11.0 bn11.6 bn6.8 bn7.4 bn
Investments (capex)1.4 bn1.5 bn1.9 bn2.1 bn2.1 bn
Free cash-flow11.3 bn9.5 bn9.7 bn4.7 bn5.3 bn
Share buybacks111 m1.4 bn2.3 bn1.8 bn746 m
Dividends paid7.3 bn7.6 bn8.0 bn8.4 bn8.8 bn

Amounts in USD, currency of the published accounts.

Trailing 12-month ratios

Price / earnings (P/E)28.14 x
Price / book value11.02 x
Return on Equity (ROE)42.0 %
Return on Invested Capital (ROIC)14.3 %
Net margin28.6 %
Debt / equity1.11 x
Current ratio1.38 x
Interest coverage10.03 x
Free cash-flow yield3.5 %

Altman Z: default risk estimated from the balance sheet and earnings. Piotroski: 9 tests on profitability, debt and efficiency. DCF: estimated value from discounted future cash flows, a model and not a forecast. Source: annual accounts published by the company, data as of 09/11/2026.

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Valuation and competitors

The Coca-Cola Company compared with its sector on the same exchange and with its main competitors.

Company P/E
28.8
29.1 % above the sector
Sector median P/E
22.3
consumer defensive, NYSE
Sector over 10 years
24.9
10-year median, range 20.6 to 31.5

Direct competitors

CompanyMarket cap (USD)P/ENet margin
The Coca-Cola Company405 bn28.327.3 %
PepsiCo, Inc. PEP187 bn16.48.8 %
Keurig Dr Pepper Inc. KDP48.8 bn17.112.5 %
Monster Beverage Corporation MNST92.7 bn42.323.0 %
National Beverage Corp. FIZZ3.3 bn19.015.6 %
Celsius Holdings, Inc. CELH7.4 bn20.14.3 %
The Vita Coco Company, Inc. COCO3.3 bn29.411.7 %
Zevia PBC ZVIA85.8 mn/a-6.2 %
Arca Continental SAB de CV EMBVF19.6 bn18.87.8 %
Sector median (NYSE)22.3

Trailing 12-month P/E. Sector: median of companies in the same sector listed on the same exchange, collected on . Competitors: comparable companies named by the data provider.

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Analyst consensus and forecasts

What the financial analysts covering The Coca-Cola Company publish: ratings, price targets and earnings forecasts.

Majority rating
buy
48 analysts
Average price target
97.58 USD
from 86.00 USD to 106.00 USD, 34 targets over 12 months
Gap with the share price
+3.7 %
price 94.08 USD on 30/10/2026

Breakdown of ratings

strong buy 0buy 29hold 16sell 3strong sell 0

Analysts' average target 97.58 USD, DCF value 83.09 USD, share price 94.08 USD.

Average target over the last 3 months: 100.67 USD (6 targets).

Analyst forecasts

Fiscal yearRevenueNet incomeExpected EPS (range)P/E on this EPSAnalysts
202650.4 bn14.4 bn3.34 (3.29 / 3.36)28.213
202749.1 bn15.2 bn3.53 (3.49 / 3.60)26.714
202851.6 bn16.2 bn3.78 (3.45 / 3.93)24.98

Amounts in USD, the reporting currency.

Track record against expectations: reported EPS above consensus 11 times over the last 12 releases.

Rating changes (12 months)

DateFirmBeforeAfter
28/10/2026Freedom BrokerHoldHold
28/10/2026CitigroupBuyBuy
28/10/2026JP MorganOverweightOverweight
28/10/2026TD CowenBuyBuy
28/10/2026Piper SandlerOverweightOverweight

Source: ratings and forecasts published by analysts, collected on 07/11/2026. An analyst rating or target is not a guarantee.

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Dividends and earnings

The Coca-Cola Company: dividend history, last distributions, stock splits and earnings releases.

Frequency
quarterly
Last dividend
0.530 USD
ex-dividend on 01/12/2026
Last 12 months
2.10 USD
number of payments: 4
Yield
2.9 %
on the last known price
Years of increases
56
consecutive
Years of payments
56
uninterrupted

● Next ex-dividend date: 01/12/2026, 0.530 USD per share.

00.531.061.592.122007 : 0.680 USD2008 : 0.760 USD20082009 : 0.820 USD2010 : 0.880 USD20102011 : 0.940 USD2012 : 1.02 USD20122013 : 1.12 USD2014 : 1.22 USD20142015 : 1.32 USD2016 : 1.40 USD20162017 : 1.48 USD2018 : 1.56 USD20182019 : 1.60 USD2020 : 1.64 USD20202021 : 1.68 USD2022 : 1.76 USD20222023 : 1.84 USD2024 : 1.94 USD20242025 : 2.04 USD2026 : 2.12 USD2026

Annual dividend per share (USD), adjusted for splits. Light bar: current year, incomplete. Red bar: lower than the previous year.

Latest ex-dividend dates

Ex-dividendAmountPayment
01/12/20260.530 USD15/12/2026
15/09/20260.530 USD01/10/2026
15/06/20260.530 USD01/07/2026
13/03/20260.530 USD01/04/2026
01/12/20250.510 USD15/12/2025
15/09/20250.510 USD01/10/2025
13/06/20250.510 USD01/07/2025
14/03/20250.510 USD01/04/2025

Earnings releases

DatePublished EPSExpected EPSSurprise
27/10/20260.910.88+3.3 %
28/07/20260.970.93+4.1 %
28/04/20260.860.81+5.9 %
10/02/20260.580.56+2.7 %
21/10/20250.820.78+5.3 %
22/07/20250.870.83+4.3 %

Stock splits

DateOperation
13/08/2012split: 2 shares for 1
13/05/1996split: 2 shares for 1
12/05/1992split: 2 shares for 1
14/05/1990split: 2 shares for 1
01/07/1986split: 3 shares for 1
01/06/1977split: 2 shares for 1

Factual data: ex-dividend history and earnings calendar, as of 05/11/2026. A past dividend does not guarantee the next one.

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Who owns the stock

Free float, institutional investors, large funds, executives and elected officials: declared positions in The Coca-Cola Company.

Free float
90.0 %
share of freely traded shares
Institutions
77.2 %
3,735 declared holders, 2026Q2
Large funds tracked
36
hold the stock as of 2026Q2
Executives (insiders)
0 / 12
0 purchases, 12 sales in 130 days
US elected officials
18
12 purchases, 6 sales in 12 months

Indices: S&P 500 (since 04/03/1957), Dow Jones (since 12/03/1987).

Large funds tracked

FundSharesValue (USD)Weight in the fundChangeQuarter
Berkshire Hathaway400 m32.5 bn10.9 %0.0 %2026Q2
State Street335 m27.4 bn0.4 %+100.2 %2026Q2
BlackRock323 m26.2 bn0.4 %-3.3 %2026Q2
Vanguard Group375 m26.2 bn0.4 %+1.6 %2025Q4
Fidelity109 m8.9 bn0.4 %+1.5 %2026Q2
Geode Capital Management106 m8.6 bn0.5 %+14.0 %2026Q2
Morgan Stanley89.8 m7.3 bn0.4 %-2.3 %2026Q2
JPMorgan Chase55.5 m4.6 bn0.3 %-21.4 %2026Q2

Latest insider transactions

DatePersonSideAmount
02/11/2026Perez Beatriz Rsale948,414 USD
02/11/2026Perez Beatriz Rsale2.6 m USD
20/08/2026Pietracci Brunosale2.7 m USD
19/08/2026Quan Nancysale4.5 m USD
10/08/2026Ray Sanketsale861,367 USD
06/08/2026Ortega Luisasale1.7 m USD

Elected officials' disclosures

DateOfficialSideAmount
04/09/2026Ro Khannapurchase$1,001 - $15,000
31/08/2026Kevin Hernpurchase$1,001 - $15,000
03/12/2025Michael Rullipurchase$1,001 - $15,000
01/07/2026Lloyd Doggettpurchase$1,001 - $15,000
21/07/2026Shelley Moore Capitosale$1,001 - $15,000

Sources: 13F filings (quarter shown), executives' Form 4 filings and US Congress members' disclosures, collected on 08/11/2026. Detailed disclosure obligations mainly apply to companies listed in the United States.

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PEA and practical information

PEA eligibility
no
head office outside the EU and EEA
Listing exchange
NYSE
IPO: 05/09/1919
ISIN code
US1912161007
Workforce
69,700
full-time employees
Chief executive
James Robert B. Quincey

Rule applied: the French PEA accepts shares of companies headquartered in the European Union or the European Economic Area and subject to corporate income tax; ADRs and tax-exempt property companies (SIIC) are excluded. The institution holding the PEA confirms eligibility.

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Frequently asked questions about The Coca-Cola Company

What is the The Coca-Cola Company share price?

Latest recorded price: 95.67 USD on 06/11/2026, for a market cap of 412 bn USD.

What is the revenue of The Coca-Cola Company?

47.9 bn USD for fiscal year 2025, with net income of 13.1 bn USD (net margin 27.3 %).

Does The Coca-Cola Company pay a dividend?

Yes. Latest dividend: 0.530 USD per share, ex-dividend on 01/12/2026. Over 12 months: 2.10 USD. Yield on the latest known price: 2.9 %.

What do analysts say about The Coca-Cola Company?

Out of 48 analysts: 29 buy or strong buy, 16 hold, 3 sell or strong sell. Average price target: 97.58 USD, i.e. +3.7 % from the share price.

What is the P/E ratio of The Coca-Cola Company?

Trailing 12-month P/E of 28.8, against 22.3 for the sector median on the same exchange (10-year median: 24.9).

Is The Coca-Cola Company stock eligible for the French PEA?

No: the company is headquartered outside the European Union and the European Economic Area (ISIN US1912161007).

How many employees does The Coca-Cola Company have?

69,700 full-time employees according to the latest published profile.

Who runs The Coca-Cola Company?

James Robert B. Quincey is the company's chief executive.

Which large funds own The Coca-Cola Company?

As of 2026Q2, among the large funds tracked: Berkshire Hathaway, State Street, BlackRock, Vanguard Group, Fidelity.

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