Coca Competitors
| COKE Stock | USD 157.74 2.26 1.45% |
Coca Cola vs Boston Beer Correlation
Very good diversification
The correlation between Coca Cola Consolidated and SAM is -0.39 (i.e., Very good diversification) for selected investment horizon. Overlapping area represents the amount of risk that can be diversified away by holding Coca Cola Consolidated and SAM in the same portfolio, assuming nothing else is changed.
Moving against Coca Stock
| 0.43 | GE | GE Aerospace | PairCorr |
| 0.42 | DIS | Walt Disney | PairCorr |
| 0.33 | CVX | Chevron Corp | PairCorr |
| 0.32 | BA | Boeing | PairCorr |
Coca Cola Competition Correlation Matrix
Typically, diversification allows investors to combine positions across different asset classes to reduce overall portfolio risk. Correlation between Coca Cola and its competitors represents the degree of relationship between the price movements of corresponding stocks. A correlation of about +1.0 implies that the price of Coca and its corresponding peer move in tandem. A correlation of -1.0 means that prices move in opposite directions. A correlation of close to zero suggests that the price movements of assets are uncorrelated; in other words, the historical price movement of Coca Cola Consolidated does not affect the price movement of the other competitor.
High positive correlations
| High negative correlations
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Risk-Adjusted Indicators
There is a big difference between Coca Stock performing well and Coca Cola Company doing well as a business compared to the competition. There are so many exceptions to the norm that investors cannot definitively determine what's good or bad unless they analyze Coca Cola's multiple risk-adjusted performance indicators across the competitive landscape. These indicators are quantitative in nature and help investors forecast volatility and risk-adjusted expected returns across various positions.| Mean Deviation | Jensen Alpha | Sortino Ratio | Treynor Ratio | Semi Deviation | Expected Shortfall | Potential Upside | Value @Risk | Maximum Drawdown | ||
|---|---|---|---|---|---|---|---|---|---|---|
| CHA | 2.49 | (0.42) | 0.00 | 1.18 | 0.00 | 5.85 | 15.71 | |||
| LRN | 1.60 | 0.30 | 0.12 | 0.91 | 1.99 | 2.99 | 15.16 | |||
| CCU | 1.40 | 0.15 | 0.05 | 0.81 | 1.79 | 2.61 | 7.09 | |||
| IPAR | 1.23 | 0.19 | 0.06 | 1.15 | 1.78 | 2.62 | 8.82 | |||
| COCO | 1.74 | 0.49 | 0.20 | 2.71 | 1.67 | 4.54 | 11.79 | |||
| ATGE | 1.58 | 0.09 | 0.03 | 0.22 | 2.24 | 3.21 | 12.74 | |||
| RLX | 1.41 | 0.08 | (0.03) | (0.05) | 1.51 | 3.15 | 13.76 | |||
| SAM | 1.52 | 0.17 | 0.08 | 0.32 | 1.70 | 3.36 | 7.94 |
Cross Equities Net Income Analysis
Compare Coca Cola Consolidated and related stocks such as Chagee Holdings, Stride Inc, and Compania Cervecerias Net Income Over Time
Select Fundamental| 2010 | 2011 | 2012 | 2013 | 2014 | 2015 | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CHA | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | (90.7 M) | 800.9 M | 2.5 B | 2.9 B | 3 B |
| LRN | (7.4 M) | 17.5 M | 28.1 M | 19.6 M | 11 M | 9 M | 451 K | 27.6 M | 37.2 M | 24.5 M | 71.5 M | 107.1 M | 126.9 M | 204.2 M | 287.9 M | 331.1 M | 347.7 M |
| CCU | 40.3 B | 122.8 B | 114.4 B | 123 B | 106.2 B | 120.8 B | 118.5 B | 129.6 B | 306.9 B | 130.1 B | 96.2 B | 199.2 B | 118.2 B | 105.7 B | 160.9 B | 185.1 B | 111 B |
| IPAR | 500 K | 32.3 M | 131.1 M | 39.2 M | 29.4 M | 30.4 M | 33.3 M | 41.6 M | 53.8 M | 60.2 M | 38.2 M | 87.4 M | 120.9 M | 152.7 M | 164.4 M | 189 M | 198.5 M |
| COCO | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 9.4 M | 32.7 M | 19 M | 7.8 M | 46.6 M | 56 M | 64.3 M | 67.6 M |
| ATGE | (21.4 M) | 141.6 M | 106.8 M | 134 M | 139.9 M | (3.2 M) | 122.3 M | 33.8 M | 128.8 M | (85.3 M) | 70 M | 311 M | 93.4 M | 136.8 M | 237.1 M | 272.6 M | 286.3 M |
| RLX | (287 K) | (287 K) | (287 K) | (287 K) | (287 K) | (287 K) | (287 K) | (287 K) | (287 K) | 47.7 M | (128.1 M) | 2 B | 1.4 B | 534.3 M | 551.8 M | 634.6 M | 702.7 M |
| SAM | 12.6 M | 66.1 M | 59.5 M | 70.4 M | 90.7 M | 98.4 M | 87.3 M | 99 M | 92.7 M | 110 M | 192 M | 14.6 M | 67.3 M | 76.2 M | 59.7 M | 68.6 M | 52.4 M |
Coca Cola Consolidated and related stocks such as Chagee Holdings, Stride Inc, and Compania Cervecerias Net Income description
Net income is one of the most important fundamental items in finance. It plays a large role in Coca Cola Consolidated financial statement analysis. It represents the amount of money remaining after all of Coca Cola Consolidated operating expenses, interest, taxes and preferred stock dividends have been deducted from a company total revenue.Coca Cola Competitive Analysis
The better you understand Coca Cola competitors, the better chance you have of utilizing it as a position in your portfolios. From an individual investor's perspective, Coca Cola's competitive analysis can cover a whole range of metrics. Some of these will be more critical depending on who you are as an investor and how you react to market volatility. However, if you are locking your investment sandscape to a long-term horizon, comparing the fundamental indicator across Coca Cola's competition over several years is one of the best ways to analyze its investment potential.| Better Than Average | Worse Than Peers | View Performance Chart |
Coca Cola Competition Performance Charts
Five steps to successful analysis of Coca Cola Competition
Coca Cola's competitive analysis is the process of researching and evaluating its competitive landscape. It provides an understanding of the strengths, weaknesses, opportunities, and threats (SWOT) faced by Coca Cola Consolidated in relation to its competition. Coca Cola's competition analysis typically involves several steps, including:- Identifying the key players in the market: This involves identifying the major competitors of Coca Cola in the market, both direct and indirect, as well as new entrants and disruptive technologies.
- Assessing the strengths and weaknesses of each competitor: This involves evaluating each competitor's strengths and weaknesses in areas such as product offerings, market share, brand recognition, financial performance, and distribution channels.
- Understanding the competitive environment: This involves evaluating the regulatory environment, economic conditions, and other factors that may impact Coca Cola's competitive landscape.
- Identifying opportunities and threats: This involves using the information gathered during the analysis to identify opportunities and threats to Coca Cola Consolidated, and developing a strategy to address them.
- Evaluating the competitive landscape: This involves understanding the competitive dynamics of the market, such as pricing, marketing, and distribution strategies, as well as analyzing the competitive advantage of each competitor.
Complement your Coca Cola position
In addition to having Coca Cola in your portfolios, you can quickly 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 investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
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Check out Coca Cola Correlation with its peers. You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Will Soft Drinks & Non-alcoholic Beverages sector continue expanding? Could Coca diversify its offerings? Factors like these will boost the valuation of Coca Cola. Projected growth potential of Coca fundamentally drives upward valuation adjustments. Accurate valuation requires analyzing both current fundamentals and future growth trajectories. Every Coca Cola data point contributes insight, yet successful analysis hinges on identifying the most consequential variables.
Quarterly Earnings Growth 0.243 | Dividend Share 1 | Earnings Share 7.01 | Revenue Per Share | Quarterly Revenue Growth 0.069 |
Investors evaluate Coca Cola Consolidated using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Coca Cola's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Seasoned market participants apply comprehensive analytical frameworks to derive fundamental worth and identify mispriced opportunities. External factors like market trends, sector rotation, and investor psychology can cause Coca Cola's market price to deviate significantly from intrinsic value.
It's important to distinguish between Coca Cola's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Coca Cola should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Coca Cola's market price signifies the transaction level at which participants voluntarily complete trades.