The Coca Cola Stock Performance
| KO Stock | USD 63.76 0.77 1.22% |
The firm shows a Beta (market volatility) of 0.0717, which signifies not very significant fluctuations relative to the market. As returns on the market increase, Coca Cola's returns are expected to increase less than the market. However, during the bear market, the loss of holding Coca Cola is expected to be smaller as well. At this point, Coca Cola has a negative expected return of -0.13%. Please make sure to confirm Coca Cola's treynor ratio, as well as the relationship between the kurtosis and day typical price , to decide if Coca Cola performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
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Over the last 90 days The Coca Cola has generated negative risk-adjusted returns adding no value to investors with long positions. In spite of latest uncertain performance, the Stock's basic indicators remain healthy and the recent disarray on Wall Street may also be a sign of long period gains for the firm investors. ...more
Actual Historical Performance (%)
One Day Return 0.56 | Five Day Return 1.36 | Year To Date Return 5.88 | Ten Year Return 42.34 | All Time Return 24 K |
Forward Dividend Yield 0.031 | Payout Ratio 0.6879 | Last Split Factor 2:1 | Forward Dividend Rate 1.94 | Dividend Date 2024-12-16 |
| Coca Cola dividend paid on 1st of October 2024 | 10/01/2024 |
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| Begin Period Cash Flow | 9.8 B |
Coca |
Coca Cola Relative Risk vs. Return Landscape
If you would invest 6,931 in The Coca Cola on August 23, 2024 and sell it today you would lose (555.00) from holding The Coca Cola or give up 8.01% of portfolio value over 90 days. The Coca Cola is generating negative expected returns and assumes 0.887% volatility on return distribution over the 90 days horizon. Put differently, 7% of stocks are less risky than Coca 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. Expected Return |
| 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 The Coca Cola, 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 = -0.1425
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| Negative Returns | KO |
Estimated Market Risk
| 0.89 actual daily | 7 93% of assets are more volatile |
Expected Return
| -0.13 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.14 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Coca Cola is not performing at its full potential. However, 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 Coca Cola to a well-diversified portfolio.
Coca Cola Fundamentals Growth
Coca Stock prices reflect investors' perceptions of the future prospects and financial health of Coca Cola, and Coca Cola fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Coca Stock performance.
| Return On Equity | 0.37 | |||
| Return On Asset | 0.0844 | |||
| Profit Margin | 0.22 % | |||
| Operating Margin | 0.30 % | |||
| Current Valuation | 297.73 B | |||
| Shares Outstanding | 4.31 B | |||
| Price To Earning | 27.50 X | |||
| Price To Book | 10.17 X | |||
| Price To Sales | 5.85 X | |||
| Revenue | 45.75 B | |||
| Gross Profit | 25 B | |||
| EBITDA | 15.62 B | |||
| Net Income | 10.71 B | |||
| Cash And Equivalents | 9.52 B | |||
| Cash Per Share | 3.06 X | |||
| Total Debt | 42.06 B | |||
| Debt To Equity | 1.69 % | |||
| Current Ratio | 1.13 X | |||
| Book Value Per Share | 6.15 X | |||
| Cash Flow From Operations | 11.6 B | |||
| Earnings Per Share | 2.43 X | |||
| Market Capitalization | 271.35 B | |||
| Total Asset | 97.7 B | |||
| Retained Earnings | 73.78 B | |||
| Working Capital | 3.16 B | |||
| Current Asset | 33.4 B | |||
| Current Liabilities | 26.93 B | |||
About Coca Cola Performance
By examining Coca Cola's fundamental ratios, stakeholders can obtain critical insights into Coca Cola's financial health, operational efficiency, and overall profitability. These insights assist in making well-informed investment and management decisions. For example, a high Return on Assets and Return on Equity would indicate that Coca Cola is effectively utilizing its assets and equity to generate significant profits, enhancing its appeal to investors. On the other hand, low ROA and ROE values could reveal issues in asset and equity management, highlighting the need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Days Of Inventory On Hand | 87.19 | 80.25 | |
| Return On Tangible Assets | 0.17 | 0.18 | |
| Return On Capital Employed | 0.15 | 0.14 | |
| Return On Assets | 0.11 | 0.14 | |
| Return On Equity | 0.41 | 0.37 |
Things to note about Coca Cola performance evaluation
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 generated a negative expected return over the last 90 days | |
| About 65.0% of the company shares are owned by institutional investors | |
| On 1st of October 2024 Coca Cola paid $ 0.485 per share dividend to its current shareholders | |
| Latest headline from thelincolnianonline.com: The Coca-Cola Company Shares Acquired by Wrapmanager Inc. |
- Analyzing Coca Cola's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Coca Cola's stock is overvalued or undervalued compared to its peers.
- Examining Coca Cola's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Coca Cola's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Coca Cola's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Coca Cola's stock. These opinions can provide insight into Coca Cola's potential for growth and whether the stock is currently undervalued or overvalued.
Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in The Coca Cola. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in persons. You can also try the Stocks Directory module to find actively traded stocks across global markets.
Is Soft Drinks & Non-alcoholic Beverages space 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 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 (0.07) | Dividend Share 1.915 | Earnings Share 2.43 | Revenue Per Share 10.753 | Quarterly Revenue Growth (0.01) |
The market value of Coca Cola is measured differently than its book value, which is the value of Coca 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 if Coca Cola is a good investment 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.