Coca Cola Stock Performance

KO
 Stock
  

USD 63.54  0.10  0.16%   

Coca Cola has a performance score of 3 on a scale of 0 to 100. The firm shows a Beta (market volatility) of 0.6531, which signifies possible diversification benefits within a given portfolio. Let's try to break down what Coca Cola's beta means in this case. As returns on the market increase, Coca Cola returns are expected to increase less than the market. However, during the bear market, the loss on holding Coca Cola will be expected to be smaller as well. Although it is important to respect Coca-Cola historical returns, it is better to be realistic regarding the information on the equity's current trending patterns. The philosophy in foreseeing future performance of any stock is to evaluate the business as a whole together with its past performance, including all available fundamental and technical indicators. By analyzing Coca-Cola technical indicators, you can presently evaluate if the expected return of 0.0656% will be sustainable into the future. Coca-Cola right now shows a risk of 1.27%. Please confirm Coca-Cola value at risk, and the relationship between the jensen alpha and skewness to decide if Coca-Cola will be following its price patterns.
  
Coca Cola Performance
3 of 100
Compared to the overall equity markets, risk-adjusted returns on investments in Coca-Cola Co are ranked lower than 3 (%) of all global equities and portfolios over the last 90 days. Despite quite persistent basic indicators, Coca Cola is not utilizing all of its potentials. The recent stock price mess, may contribute to short-term losses for the institutional investors. ...more

Structure and Payout Changes

Forward Dividend Yield
0.0274
Payout Ratio
0.7097
Last Split Factor
2:1
Forward Dividend Rate
1.76
Dividend Date
2022-12-15
Ex Dividend Date
2022-11-30

Coca Cola Price Channel

Begin Period Cash Flow7110000000.00
Total Cashflows From Investing Activities-2765000000.00

Coca Cola Relative Risk vs. Return Landscape

If you would invest  6,124  in Coca-Cola Co on September 8, 2022 and sell it today you would earn a total of  230.00  from holding Coca-Cola Co or generate 3.76% return on investment over 90 days. Coca-Cola Co is generating 0.0656% of daily returns and assumes 1.2705% volatility on return distribution over the 90 days horizon. Put differently, 11% of stocks are less risky than Coca Cola on the basis of their historical return distribution, and some 99% of all equities are expected to be superior in generating returns on investments over the next 90 days.
  Daily Expected Return (%)  
       Risk (%)  
Allowing for the 90-day total investment horizon Coca Cola is expected to generate 0.84 times more return on investment than the market. However, the company is 1.19 times less risky than the market. It trades about 0.05 of its potential returns per unit of risk. The NYSE Composite is currently generating roughly 0.03 per unit of risk.

Coca Cola Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Coca Cola's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Coca-Cola Co, and traders can use it to determine the average amount a Coca Cola's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = 0.0516

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Estimated Market Risk
 1.27
  actual daily
 
 11 %
of total potential
 
1111
Expected Return
 0.07
  actual daily
 
 1 %
of total potential
 
11
Risk-Adjusted Return
 0.05
  actual daily
 
 3 %
of total potential
 
33
Based on monthly moving average Coca Cola is performing at about 3% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Coca Cola by adding it to a well-diversified portfolio.

About Coca Cola Performance

To evaluate Coca-Cola Stock as a possible investment, you need to clearly understand its upside potential, downside risk, and overall future performance outlook. You may be satisfied when Coca Cola generates a 15% return over the last few months, but what if the market is generating 25% over the same period? In this case, it makes sense to compare Coca Cola Stock's performance with different market indexes, such as the Dow or NASDAQ Composite. These indexes can act as benchmarks that will help you to understand Coca-Cola market performance in a much more refined way. The Macroaxis performance score is an integer between 0 and 100 that represents Coca Cola's market performance from a risk-adjusted return perspective. Generally speaking, the higher the score, the better is overall performance as compared to other investors. The score is normalized against the average investing universe (the best we can interpret from the data available). Within this methodology, scores of individual equity instruments will always be inferior to the scores of portfolios of equities as portfolios typically diversify a lot of unsystematic risks away. The formula to derive the Macroaxis score bases on multiple unequally-weighted factors. For more information, refer to our portfolio performance evaluation section.
Please also refer to our technical analysis and fundamental analysis pages.
Last ReportedProjected for 2022
Effect of Exchange Rate Changes on Cash-159 M-171.6 M
Return on Investment 16.12  17.13 
Return on Average Assets 10.76  11.15 
Return on Average Equity 46.20  37.63 
Return on Invested Capital 0.18  0.17 
Return on Sales 0.36  0.34 

Things to note about Coca-Cola

Checking the ongoing alerts about Coca Cola for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Coca-Cola help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.

Coca Cola Alerts

Equity Alerts and Improvement Suggestions

About 71.0% of the company shares are owned by institutional investors
Latest headline from news.google.com: Coca-Cola Stock This Passive-Income Giant Still Has Fizz - Nasdaq
Please see Correlation Analysis. You can also try Aroon Oscillator module to analyze current equity momentum using Aroon Oscillator and other momentum ratios.

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When running Coca-Cola 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 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 Cola 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 YOY
0.14
Market Capitalization
274.3 B
Quarterly Revenue Growth YOY
0.102
Return On Assets
0.0836
Return On Equity
0.4103
The market value of Coca-Cola is measured differently than its book value, which is the value of Coca Cola 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 Coca Cola value 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.