Coca Cola Five Year Return

KO
 Stock
  

USD 63.44  0.03  0.0473%   

Coca-Cola Co fundamentals help investors to digest information that contributes to Coca Cola's financial success or failures. It also enables traders to predict the movement of Coca Cola Stock. The fundamental analysis module provides a way to measure Coca Cola's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Coca Cola stock.
This module does not cover all equities due to inconsistencies in global equity categorizations. Continue to Equity Screeners to view more equity screening tools.
  

Coca Cola Five Year Return Analysis

Coca Cola's Five Year Return is considered one of the best measures to evaluate fund performance, especially from the mid and long term perspective. It shows the total annualized return generated from holding equity for the last five years and represents capital appreciation of the investment, including all dividends, losses, and capital gains distributions.
 2019 2020 2021 2022 (projected)
Revenue Per Employee432.32 K410.01 K489.3 K425.64 K
Net Income Per Employee103.48 K96.21 K123.68 K133.45 K
Five Year Return 
 = 
(Mean of Monthly Returns - 1) 
X  
100% 
More About Five Year Return | All Equity Analysis

Current Coca Cola Five Year Return

    
  3.13 %  
Most of Coca Cola's fundamental indicators, such as Five Year Return, 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 Co is considered to be undervalued, and we provide a buy recommendation. Otherwise, we render a sell signal.

Coca Cola Five Year Return 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 Ford stock properly, considering its historical fundamentals such as Five Year Return. 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.
Although Five Year Returns can give a sense of overall investment potential, it is recommended to compare equity performance with similar assets for the same five year time interval. Similarly, comparing overall investment performance over the last five years with the appropriate market index is a great way to determine how this equity instrument will perform during unforeseen market fluctuations.
Compare to competition

Coca Cola Return on Investment

Return on Investment

17.13

Coca Cola Return on Investment is quite stable at the moment as compared to the past year. The company's current value of Return on Investment is estimated at 17.13
According to the company disclosure, Coca-Cola Co has a Five Year Return of 3.13%. This is much higher than that of the Beverages sector and significantly higher than that of the Consumer Staples industry. The five year return for all United States stocks is notably lower than that of the firm.

Coca Cola Five Year Return 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 Five Year Return 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 five year return category among related companies.

Coca Cola Current Valuation Drivers

We derive many important indicators used in calculating different scores of Coca Cola from analyzing Coca Cola's financial statements. These drivers represent accounts that assess Coca Cola's ability to generate profits relative to its revenue, operating costs, and shareholders' equity. Below are some of Coca Cola's important valuation drivers and their relationship over time.
201720182019202020212022 (projected)
Net Income Per Employee20.19 K102.78 K103.48 K96.21 K123.68 K133.45 K
Revenue Per Employee572.98 K508.88 K432.32 K410.01 K489.3 K425.64 K
Average Assets90.19 B88.24 B88.04 B93.3 B91.29 B99.76 B
Earnings Before Interest Taxes and Depreciation Amortization EBITDA7.02 B8.6 B11.35 B11.16 B13.59 B13.63 B
Earnings Before Interest Taxes and Depreciation Amortization USD8.97 B10.22 B13.03 B12.7 B15.44 B13.37 B
Earnings before Tax6.86 B8.18 B10.72 B9.73 B12.39 B10.71 B
Average Equity21.02 B18.29 B18.4 B18.39 B21.95 B22.32 B
Enterprise Value222.36 B232.59 B270.09 B269.81 B284.32 B278.94 B
Free Cash Flow5.4 B6.33 B9.39 B8.86 B11.37 B10.58 B
Invested Capital76.39 B65.96 B67.46 B78.37 B71.63 B74.48 B
Invested Capital Average72.73 B71.96 B70.16 B74.73 B75.62 B76.43 B
Market Capitalization195.48 B201.55 B237.15 B235.67 B255.75 B249.35 B
Tangible Asset Value71.26 B61.63 B59.62 B58.75 B59.74 B67.35 B
Working Capital9.35 B(3.85 B)(6.56 B)4.64 B2.6 B2.44 B

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.
Environment Score
Governance Score
Social Score

Coca Cola Fundamentals

About Coca Cola Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Coca-Cola Co'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 Co 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.
The Coca-Cola Company, a beverage company, manufactures, markets, and sells various nonalcoholic beverages worldwide. The company was founded in 1886 and is headquartered in Atlanta, Georgia. Coca Cola operates under BeveragesNon-Alcoholic classification in the United States and is traded on New York Stock Exchange. It employs 79000 people.

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Our tools can tell you how much better you can do entering a position in Coca Cola without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Please see Coca Cola Piotroski F Score and Coca Cola Altman Z Score analysis. You can also try Fund Screener module to find actively-traded funds from around the world traded on over 30 global exchanges.

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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.