Coca Cola Stock Analysis

KO
 Stock
  

USD 63.28  1.10  1.71%   

The latest indifference towards the small price fluctuations of Coca-Cola may raise some interest from institutional investors. The stock closed today at a share price of 63.28 on 15,345,464 in trading volume. The company directors and management did not add any value to Coca Cola investors in June. However, most investors can still diversify their portfolios with Coca-Cola to hedge their inherited risk against high-volatility market scenarios. The stock standard deviation of daily returns for 90 days investing horizon is currently 1.56. The below-average Stock volatility is a good sign for longer-term investment options and for buy-and-hold investors.
Please see Stocks Correlation.
  
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The Coca Cola stock analysis report makes it easy to digest most publicly released information about Coca Cola and get updates on important government artifacts, including earning estimates, SEC corporate filings, and announcements. Coca Cola Stock analysis module also helps to analyze the Coca Cola price relationship with some important fundamental indicators such as market cap and management efficiency.

Coca Cola Stock Analysis Notes

About 71.0% of the company shares are owned by institutional investors. The company next dividend is scheduled to be issued on the 14th of June 2022. Coca-Cola had 2:1 split on the 13th of August 2012. 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. To find out more about Coca-Cola contact Muhtar Kent at 404 676-6792 or learn more at www.coca-colacompany.com.

Coca Cola Quarterly Cost of Revenue

4.09 Billion

Share

Coca-Cola Investment Alerts

Many investors view ongoing market volatility as an opportunity to purchase more stocks at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. Coca Cola's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding Coca-Cola or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
About 71.0% of the company shares are owned by institutional investors
Latest headline from seekingalpha.com: Coca-Cola Stock Is Overpriced Due Mostly To A Berkshire Premium - Seeking Alpha

Coca-Cola Upcoming and Recent Events

Earnings reports are used by Coca Cola to provide an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Every quarterly earnings report provides investors with three things: an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Coca Cola 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.
Upcoming Quarterly Report10th of February 2022
Next Financial Report18th of April 2022
Next Fiscal Quarter End31st of December 2021
Next Fiscal Year End10th of February 2022
Last Quarter Report30th of September 2021
Last Financial Announcement31st of December 2020

Coca Cola Largest EPS Surprises

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.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
2005-02-16
2004-12-310.20.230.0315 
2001-10-18
2001-09-300.20.230.0315 
2008-10-15
2008-09-300.380.420.0410 
View All Earnings Estimates

Coca Cola SEC Filings

SEC filings are important regulatory documents required of all public companies to provide to potential investors. Coca Cola prospectus issued under the guidelines of SEC is a legal declaration of facts and statements to ensure that Coca Cola investors are not misled. SEC filings are required by law to meet strict transparency standards and other important legal constraints. Although many companies may choose careful wording to disguise some material information, SEC filings make crucial Coca-Cola specific information freely available to individual and institutional investors to make a timely investment decision.
27th of April 2022
Financial Statements and Exhibits. Submission of Matters to a Vote of Security Holders. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
25th of April 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
8th of March 2022
Financial Statements and Exhibits. Regulation FD Disclosure
View
4th of March 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
16th of February 2022
Financial Statements and Exhibits. Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers
View
10th of February 2022
Financial Statements and Exhibits. Results of Operations and Financial Condition
View
9th of February 2022
Unclassified Corporate Event
View
31st of January 2022
Unclassified Corporate Event
View

Coca Cola Thematic Classifications

In addition to having Coca Cola stock in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
Beer and Liquor IdeaBeer and Liquor
USA Equities from Beer and Liquor industry as classified by Fama & French
Dividend Beast IdeaDividend Beast
Solid, dividend-paying stocks and ETFs
Giant Impact IdeaGiant Impact
Public companies with mega capitalization
Baby Boomer Prospects IdeaBaby Boomer Prospects
Mega stocks, funds and ETFs that tend to appeal to people considering retirement from the work force
Investor Favorites IdeaInvestor Favorites
Equities most commonly found in portfolios of money managers

Coca Cola Stock 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 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.
Security TypeSharesValue
Park National CorpCommon Shares341.7 K21.5 M
Chemung Canal Trust CoCommon Shares134.3 K8.4 M
Stonebridge Capital Management IncCommon Shares132.6 K8.3 M
Cacti Asset Management LlcCommon Shares36.6 K2.3 M
Insight Wealth Strategies LlcCommon Shares30.1 K1.9 M
First Financial BanCommon Shares14 K879 K
Berkshire Hathaway IncCommon Shares400 M24.8 B
Note, although Coca Cola's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Coca Cola Market Capitalization

The company currently falls under 'Mega-Cap' category with market capitalization of 271.73 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Coca Cola's market, we take the total number of its shares issued and multiply it by Coca Cola's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities.

Coca Cola Profitablity

Coca Cola's profitability indicators refer to fundamental financial ratios that showcase Coca Cola's ability to generate income relative to its revenue or operating costs. If, let's say, Coca Cola is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Coca Cola's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Coca Cola's profitability requires more research than a typical breakdown of Coca Cola's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin (PM) of 25.69 %, which may suggest that it has sound control over its expenditures, executes well on its competitive polices, or have a solid pricing strategies. This is very large. Likewise, it shows Net Operating Margin (NOM) of 33.2 %, which signifies that for every $100 of sales, it has a net operating income of 0.33.
Last ReportedProjected for 2022
Return on Investment 16.12  17.13 
Return on Average Assets 0.11  0.09 
Return on Average Equity 0.45  0.41 
Return on Invested Capital 0.18  0.17 
Return on Sales 0.36  0.34 

Management Efficiency

The entity has Return on Asset (ROA) of 8.09 % which means that for every $100 of asset, it generated profit of $8.09. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 42.06 %, which means that it produced $42.06 on every 100 dollars invested by current stockholders. Coca Cola 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. Return on Investment is expected to rise to 17.13 this year, although the value of Return on Average Assets will most likely fall to 0.09. Coca Cola Net Current Assets as percentage of Total Assets are quite stable at the moment as compared to the past year. The company's current value of Net Current Assets as percentage of Total Assets is estimated at 3.46. Tangible Assets Book Value per Share is expected to rise to 15.53 this year, although the value of Goodwill and Intangible Assets will most likely fall to about 33.1 B.
Last ReportedProjected for 2022
Book Value per Share 5.33  5.18 
Enterprise Value over EBIT 20.00  22.74 
Enterprise Value over EBITDA 18.41  20.30 
Price to Book Value 11.12  10.89 
Tangible Assets Book Value per Share 13.85  15.53 
Enterprise Value284.3 B278.9 B
Tangible Asset Value59.7 B67.3 B

Technical Drivers

As of the 5th of July, Coca Cola shows the risk adjusted performance of 0.0719, and Mean Deviation of 1.05. Coca-Cola 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. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Coca-Cola, which can be compared to its rivals. Please confirm Coca-Cola variance, as well as the relationship between the value at risk and skewness to decide if Coca-Cola is priced correctly, providing market reflects its regular price of 63.28 per share. Given that Coca Cola has jensen alpha of 0.2076, we suggest you to validate Coca-Cola's prevailing market performance to make sure the company can sustain itself at a future point.

Coca-Cola Price Movement Analysis

The output start index for this execution was eighteen with a total number of output elements of fourty-three. The Weighted Moving Average calculates a weight for each value in Coca Cola price series with the more recent values given greater weights.
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Coca-Cola 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.

Coca Cola Outstanding 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 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 Cola bonds can be classified according to their maturity, which is the date when Coca-Cola 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.

Coca Cola Predictive Daily 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.

Coca Cola Forecast Models

Coca Cola time-series forecasting models is one of many Coca Cola's stock analysis techniquest aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Coca Cola's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the stock market movement and maximize returns from investment trading.

About Coca Cola Stock Analysis

Stock analysis is the technique used by a trader or investor to examine and evaluate how Coca Cola stock is reacting to, or reflecting on a current stock market direction and economic conditions. It can be used to make informed decisions about market timing, and when buying or selling Coca Cola shares will generate the highest return on investment. We also built our stock analysis module to help investors to gain an insight into the world economy as a whole, the stock market, thematic ideas, a specific sector, or an individual stock such as Coca Cola. By using and applying Coca Cola Stock analysis, traders can create a robust methodology for identifying Coca Cola entry and exit points for their positions.
Last ReportedProjected for 2022
Operating Margin 26.67  23.90 
EBITDA Margin 0.40  0.39 
Gross Margin 0.60  0.58 
Profit Margin 0.25  0.24 
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.

Current Coca Cola Analysis - Recommendations

We track the performance of the top 100 financial experts across various large and mid-size financial boutiques. Coca Cola analyst recommendations are determined by taking all analyst recommendations and averaging them as Strong Buy, Buy, Hold, Strong Sell or Sell. There is no one specific way to measure analysis performance other than comparing it to the past results via a very sophisticated attribution analysis. Coca Cola analyst consensus and target price projections should be used in combination with other traditional techniques such as stock price forecasting, technical analysis, earnings estimate, and various momentum models.
Target PriceAdvice# of Analysts
62.64Buy11Odds
Coca-Cola current and past analyst recommendations published by a number of research institutions as well as average analyst consensus.
Most Coca Cola analysts issue ratings four times a year, at intervals of three months. Ratings are usually accompanied by a target price to helps potential investors understand Coca Cola stock's fair price compared to its market value. Analysts arrive at stock ratings after researching public financial statements of Coca-Cola, talking to its executives and customers, or listening to Coca Cola conference calls.
Coca Cola Analyst Advice Details

Coca Cola Stock Analysis Indicators

Coca-Cola stock analysis indicators help investors evaluate how Coca Cola stock reacts to ongoing and evolving market conditions. The investors can use it to make informed decisions about market timing and determine when trading Coca Cola shares will generate the highest return on investment. By understating and applying Coca Cola stock analysis, traders can identify Coca Cola position entry and exit signals to maximize returns.
Quick Ratio0.80
Trailing Annual Dividend Rate1.67
Fifty Two Week Low52.28
Revenue Growth16.30%
Payout Ratio71.73%
Average Daily Volume Last 10 Day17.48M
Shares Short Prior Month23.88M
Average Daily Volume In Three Month18.29M
Earnings Growth23.10%
Shares Percent Shares Out0.75%
Earnings Quarterly Growth23.90%
Gross Margins60.27%
Forward Price Earnings23.83
Short Percent Of Float0.75%
Float Shares3.9B
Fifty Two Week High67.20
Fifty Day Average63.33
Enterprise Value To Ebitda23.51
Two Hundred Day Average59.52
Enterprise Value To Revenue7.80
Trailing Annual Dividend Yield2.66%
Please see Stocks Correlation. Note that the Coca-Cola information on this page should be used as a complementary analysis to other Coca Cola's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try Shere Portfolio module to track or share privately all of your investments from the convenience of any device.

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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
0.23
Market Capitalization
279.1 B
Quarterly Revenue Growth YOY
0.16
Return On Assets
0.0798
Return On Equity
0.42
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.