Is Coca Cola Stock a Good Investment?
Coca Cola Investment Advice | CCEP |
- Examine Coca Cola's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Coca Cola's leadership team and their track record. Good management can help Coca Cola navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Soft Drinks & Non-alcoholic Beverages space and any emerging trends that could impact Coca Cola's business and its evolving consumer preferences.
- Compare Coca Cola's performance and market position to its competitors. Analyze how Coca Cola is positioned in terms of product offerings, innovation, and market share.
- Check if Coca Cola pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Coca Cola's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Coca Cola European Partners stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Coca Cola European Partners is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Coca Cola Stock
Researching Coca Cola's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 55.0% of the company shares are held by company insiders. The book value of Coca Cola was currently reported as 18.52. The company has Price/Earnings To Growth (PEG) ratio of 1.93. Coca Cola European last dividend was issued on the 15th of November 2024. The entity had 3:1 split on the 13th of May 1997.
To determine if Coca Cola is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Coca Cola's research are outlined below:
| Coca Cola European Partners currently holds 11.38 B in liabilities with Debt to Equity (D/E) ratio of 1.62, which is about average as compared to similar companies. Coca Cola European has a current ratio of 0.92, indicating that it has a negative working capital and may not be able to pay financial obligations when due. Note, when we think about Coca Cola's use of debt, we should always consider it together with its cash and equity. | |
| Coca Cola European has a strong financial position based on the latest SEC filings | |
| About 55.0% of Coca Cola shares are held by company insiders | |
| Latest headline from kalkinemedia.com: Functional water Market Size Projected to Reach 10,954.0 million by 2030 PepsiCo, Coca Cola, Dr Pepper Snapple |
Coca Cola Quarterly Cost Of Revenue |
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Coca Cola uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Coca Cola European Partners. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Coca Cola's 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.
| 15th of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 15th of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
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. Below are the table of largest EPS Surprises Coca Cola's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
1997-04-15 | 1997-03-31 | -0.09 | -0.08 | 0.01 | 11 | ||
1997-01-22 | 1996-12-31 | 0.01 | 0.02 | 0.01 | 100 | ||
1996-10-16 | 1996-09-30 | 0.09 | 0.1 | 0.01 | 11 | ||
1995-10-16 | 1995-09-30 | 0.08 | 0.09 | 0.01 | 12 | ||
2010-02-10 | 2009-12-31 | 0.2 | 0.22 | 0.02 | 10 | ||
2008-04-24 | 2008-03-31 | 0.1 | 0.08 | -0.02 | 20 | ||
1998-01-20 | 1997-12-31 | -0.07 | -0.05 | 0.02 | 28 | ||
1996-07-16 | 1996-06-30 | 0.13 | 0.15 | 0.02 | 15 |
Know Coca Cola's Top 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 European Partners 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.
| Shares | Massachusetts Financial Services Company | 2024-09-30 | 2.8 M | Ubs Asset Mgmt Americas Inc | 2024-09-30 | 2.4 M | Td Global Investment Solutions – Td Epoch | 2024-09-30 | 2.4 M | Amundi | 2024-06-30 | 2.4 M | Legal & General Group Plc | 2024-06-30 | 2.3 M | Fiduciary Management, Inc. Of Milwaukee | 2024-09-30 | 2.2 M | Jpmorgan Chase & Co | 2024-06-30 | 2.1 M | Aristotle Capital Management Llc | 2024-09-30 | 2.1 M | Geode Capital Management, Llc | 2024-09-30 | 2 M | Blackrock Inc | 2024-06-30 | 15.6 M | Amvescap Plc. | 2024-06-30 | 7.9 M |
Coca Cola's market capitalization trends
The company currently falls under 'Large-Cap' category with a current market capitalization of 36.05 B.Market Cap |
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Coca Cola's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.14 | 0.14 | |
| Return On Capital Employed | 0.11 | 0.11 | |
| Return On Assets | 0.06 | 0.06 | |
| Return On Equity | 0.21 | 0.20 |
Determining Coca Cola's profitability involves analyzing its financial statements and using various financial metrics to determine if Coca Cola is a good buy. For example, gross profit margin measures Coca Cola's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Coca Cola's profitability and make more informed investment decisions.
Coca Cola's Earnings Breakdown by Geography
Evaluate Coca Cola's management efficiency
Coca Cola European has return on total asset (ROA) of 0.048 % which means that it generated a profit of $0.048 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.1939 %, meaning that it created $0.1939 on every $100 dollars invested by stockholders. Coca Cola's 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. At this time, Coca Cola's Return On Tangible Assets are relatively stable compared to the past year. As of 11/24/2024, Return On Capital Employed is likely to grow to 0.11, while Return On Equity is likely to drop 0.20. At this time, Coca Cola's Total Current Liabilities is relatively stable compared to the past year. As of 11/24/2024, Non Current Liabilities Other is likely to grow to about 76.4 M, while Liabilities And Stockholders Equity is likely to drop slightly above 15.4 B.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 17.35 | 18.21 | |
| Tangible Book Value Per Share | (19.43) | (20.40) | |
| Enterprise Value Over EBITDA | 13.09 | 13.75 | |
| Price Book Value Ratio | 3.48 | 3.65 | |
| Enterprise Value Multiple | 13.09 | 13.75 | |
| Price Fair Value | 3.48 | 3.65 | |
| Enterprise Value | 34 B | 35.7 B |
Coca Cola European Partners benefits from a proactive management team that anticipates market trends. Our analysis delves into how this proactive stance influences financial metrics and stock valuation.
Dividend Yield 0.0268 | Forward Dividend Yield 0.0268 | Forward Dividend Rate 2.1 | Beta 0.764 |
Basic technical analysis of Coca Stock
As of the 24th of November, Coca Cola shows the mean deviation of 0.8138, and Risk Adjusted Performance of 0.024. Coca Cola European 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.Coca Cola's Outstanding Corporate 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 European 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 bonds can be classified according to their maturity, which is the date when Coca Cola European Partners 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.
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Understand Coca Cola's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Coca Cola's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.024 | |||
| Market Risk Adjusted Performance | 0.0614 | |||
| Mean Deviation | 0.8138 | |||
| Semi Deviation | 1.11 | |||
| Downside Deviation | 1.16 | |||
| Coefficient Of Variation | 3631.46 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0514 | |||
| Maximum Drawdown | 4.77 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 1.35 | |||
| Semi Variance | 1.22 | |||
| Expected Short fall | (0.76) | |||
| Skewness | 0.1303 | |||
| Kurtosis | 0.4101 |
| Risk Adjusted Performance | 0.024 | |||
| Market Risk Adjusted Performance | 0.0614 | |||
| Mean Deviation | 0.8138 | |||
| Semi Deviation | 1.11 | |||
| Downside Deviation | 1.16 | |||
| Coefficient Of Variation | 3631.46 | |||
| Standard Deviation | 1.08 | |||
| Variance | 1.17 | |||
| Information Ratio | (0.09) | |||
| Jensen Alpha | (0.03) | |||
| Total Risk Alpha | (0.15) | |||
| Sortino Ratio | (0.09) | |||
| Treynor Ratio | 0.0514 | |||
| Maximum Drawdown | 4.77 | |||
| Value At Risk | (1.75) | |||
| Potential Upside | 1.62 | |||
| Downside Variance | 1.35 | |||
| Semi Variance | 1.22 | |||
| Expected Short fall | (0.76) | |||
| Skewness | 0.1303 | |||
| Kurtosis | 0.4101 |
Consider Coca Cola's intraday 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 Corporate Filings
6K | 18th of November 2024 A report filed by foreign private issuers with SEC. A foreign private issuer is a non-U.S. company with securities traded on U.S. exchanges. | ViewVerify |
Coca Stock media impact
Far too much social signal, news, headlines, and media speculation about Coca Cola that are available to investors today. That information is available publicly through Coca media outlets and privately through word of mouth or via Coca internal channels. However, regardless of the origin, that massive amount of Coca data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Coca Cola news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Coca Cola relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Coca Cola's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Coca Cola alpha.
Coca Cola Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Coca Cola can have a significant impact on its stock price or the market as a whole. This sentiment can be positive or negative, and various factors, such as economic indicators, news events, or market trends, can influence it. When investor sentiment is positive, investors are more likely to buy stocks, increasing demand and increasing the stock price. Positive investor sentiment can be driven by good news about the company or the broader market, such as solid earnings reports or positive economic data.
Note that negative investor sentiment can cause investors to sell stocks, leading to a decrease in demand and a drop in the stock price. Negative sentiment can be driven by factors such as poor earnings reports, negative news about the company or industry, or broader economic concerns. It's important to note that investor sentiment is just one of many factors that can affect stock prices. Other factors, such as company performance, industry trends, and global economic conditions, can also play a significant role in determining the value of a stock.
Coca Cola Corporate Directors
| Thomas Johnson | Senior Independent Non-Executive Director | Profile | |
| Jan Bennink | Independent Non-Executive Director | Profile | |
| Christine Cross | Independent Non-Executive Director | Profile | |
| Garry Watts | Independent Non-Executive Director | Profile |
Additional Tools for Coca Stock Analysis
When running Coca Cola's 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 the 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.