Is Vita Coco Stock a Good Investment?
Vita Coco Investment Advice | COCO |
- Examine Vita Coco'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 Vita Coco's leadership team and their track record. Good management can help Vita Coco 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 Vita Coco's business and its evolving consumer preferences.
- Compare Vita Coco's performance and market position to its competitors. Analyze how Vita Coco is positioned in terms of product offerings, innovation, and market share.
- Check if Vita Coco pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Vita Coco'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 Vita Coco 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 Vita Coco is a good investment.
Sell | Buy |
Strong Hold
Market Performance | Solid | 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 | Alarmed | Details | |
Analyst Consensus | Strong Buy | Details | |
Financial Strenth (F Score) | Poor | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Vita Coco Stock
Researching Vita Coco'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 13.0% of the company shares are held by company insiders. The company has Price/Earnings To Growth (PEG) ratio of 1.07. Vita Coco had not issued any dividends in recent years. The entity had 2:1 split on the March 24, 2004.
To determine if Vita Coco 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 Vita Coco's research are outlined below:
| Vita Coco has a poor financial position based on the latest SEC disclosures | |
| Over 83.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from zacks.com: Vita Coco Company, Inc. Hits Fresh High Is There Still Room to Run |
Vita Coco Quarterly Liabilities And Stockholders Equity |
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Vita Coco 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 Vita Coco. 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 Vita Coco'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.
| 13th of March 2024 Upcoming Quarterly Report | View | |
| 1st of May 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 13th of March 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 Vita Coco'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 Vita Coco's investors have experienced.
| Reported | Fiscal Date | Estimated EPS | Reported EPS | Surprise | |||
|---|---|---|---|---|---|---|---|
2022-11-09 | 2022-09-30 | 0.15 | 0.13 | -0.02 | 13 | ||
2022-05-11 | 2022-03-31 | 0.02 | 0.04 | 0.02 | 100 | ||
2024-07-31 | 2024-06-30 | 0.29 | 0.32 | 0.03 | 10 | ||
2024-02-28 | 2023-12-31 | 0.08 | 0.11 | 0.03 | 37 | ||
2024-10-30 | 2024-09-30 | 0.2433 | 0.2847 | 0.0414 | 17 | ||
2023-05-03 | 2023-03-31 | 0.07 | 0.12 | 0.05 | 71 | ||
2022-08-10 | 2022-06-30 | 0.08 | 0.02 | -0.06 | 75 | ||
2024-05-01 | 2024-03-31 | 0.17 | 0.24 | 0.07 | 41 |
Know Vita Coco's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Vita Coco is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Vita Coco backward and forwards among themselves. Vita Coco's institutional investor refers to the entity that pools money to purchase Vita Coco'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 | Dimensional Fund Advisors, Inc. | 2024-09-30 | 852.8 K | Abrdn Plc | 2024-09-30 | 846.7 K | State Street Corp | 2024-06-30 | 837.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 806.2 K | William Blair Investment Management, Llc | 2024-09-30 | 768.6 K | Gilder Gagnon Howe & Co Llc | 2024-09-30 | 737.6 K | Woodson Capital Management, Lp | 2024-09-30 | 679.1 K | Gw&k Investment Management, Llc | 2024-09-30 | 663.1 K | Granahan Investment Management Inc.. | 2024-09-30 | 656.4 K | Blackrock Inc | 2024-06-30 | 2.9 M | Vanguard Group Inc | 2024-09-30 | 2.6 M |
Vita Coco's market capitalization trends
The company currently falls under 'Mid-Cap' category with a current market capitalization of 2.05 B.Market Cap |
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Vita Coco's profitablity analysis
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.17 | 0.10 | |
| Return On Capital Employed | 0.28 | 0.29 | |
| Return On Assets | 0.16 | 0.09 | |
| Return On Equity | 0.23 | 0.20 |
Determining Vita Coco's profitability involves analyzing its financial statements and using various financial metrics to determine if Vita Coco is a good buy. For example, gross profit margin measures Vita Coco'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 Vita Coco's profitability and make more informed investment decisions.
Vita Coco's Earnings Breakdown by Geography
Evaluate Vita Coco's management efficiency
Vita Coco has return on total asset (ROA) of 0.1515 % which means that it generated a profit of $0.1515 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of 0.2669 %, meaning that it created $0.2669 on every $100 dollars invested by stockholders. Vita Coco's management efficiency ratios could be used to measure how well Vita Coco manages its routine affairs as well as how well it operates its assets and liabilities. As of the 24th of November 2024, Return On Capital Employed is likely to grow to 0.29, while Return On Tangible Assets are likely to drop 0.1. As of the 24th of November 2024, Intangible Assets is likely to grow to about 7.3 M, while Total Assets are likely to drop about 222.4 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 3.59 | 1.84 | |
| Tangible Book Value Per Share | 3.45 | 3.62 | |
| Enterprise Value Over EBITDA | 22.46 | 35.87 | |
| Price Book Value Ratio | 7.15 | 7.73 | |
| Enterprise Value Multiple | 22.46 | 35.87 | |
| Price Fair Value | 7.15 | 7.73 | |
| Enterprise Value | 1.3 B | 709.1 M |
Vita Coco showcases strong leadership that adapts to market changes and drives innovation. Our analysis explores how this adaptability affects the stock's investment appeal.
Beta 0.215 |
Basic technical analysis of Vita Stock
As of the 24th of November, Vita Coco has the Coefficient Of Variation of 388.87, semi deviation of 1.48, and Risk Adjusted Performance of 0.2039. Vita Coco technical analysis provides you with a way to harness past market data to determine a pattern that measures the direction of the company's future prices.Vita Coco's 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 Vita Coco insiders, such as employees or executives, is commonly permitted as long as it does not rely on Vita Coco'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 Vita Coco 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.
Vita Coco's Outstanding Corporate Bonds
Vita Coco 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. Vita Coco 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 Vita bonds can be classified according to their maturity, which is the date when Vita Coco 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.
| US92840JAB52 Corp BondUS92840JAB52 | View | |
| VSTJET 7875 01 MAY 27 Corp BondUS92840JAD19 | View | |
| VST 5125 13 MAY 25 Corp BondUS92840VAL62 | View | |
| US92840VAH50 Corp BondUS92840VAH50 | View | |
| VISTRA OPERATIONS LLC Corp BondUS92840VAG77 | View | |
| Vistra Operations Co Corp BondUS92840VAF94 | View | |
| Vistra Operations Co Corp BondUS92840VAE20 | View | |
| Vistra Operations Co Corp BondUS92840VAB80 | View |
Understand Vita Coco's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Vita Coco'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 | 0.2039 | |||
| Market Risk Adjusted Performance | 1.27 | |||
| Mean Deviation | 1.62 | |||
| Semi Deviation | 1.48 | |||
| Downside Deviation | 2.17 | |||
| Coefficient Of Variation | 388.87 | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.3 | |||
| Information Ratio | 0.2004 | |||
| Jensen Alpha | 0.5262 | |||
| Total Risk Alpha | 0.2195 | |||
| Sortino Ratio | 0.2128 | |||
| Treynor Ratio | 1.26 | |||
| Maximum Drawdown | 11.39 | |||
| Value At Risk | (3.13) | |||
| Potential Upside | 3.72 | |||
| Downside Variance | 4.7 | |||
| Semi Variance | 2.19 | |||
| Expected Short fall | (1.75) | |||
| Skewness | 0.6511 | |||
| Kurtosis | 2.42 |
| Risk Adjusted Performance | 0.2039 | |||
| Market Risk Adjusted Performance | 1.27 | |||
| Mean Deviation | 1.62 | |||
| Semi Deviation | 1.48 | |||
| Downside Deviation | 2.17 | |||
| Coefficient Of Variation | 388.87 | |||
| Standard Deviation | 2.3 | |||
| Variance | 5.3 | |||
| Information Ratio | 0.2004 | |||
| Jensen Alpha | 0.5262 | |||
| Total Risk Alpha | 0.2195 | |||
| Sortino Ratio | 0.2128 | |||
| Treynor Ratio | 1.26 | |||
| Maximum Drawdown | 11.39 | |||
| Value At Risk | (3.13) | |||
| Potential Upside | 3.72 | |||
| Downside Variance | 4.7 | |||
| Semi Variance | 2.19 | |||
| Expected Short fall | (1.75) | |||
| Skewness | 0.6511 | |||
| Kurtosis | 2.42 |
Consider Vita Coco's intraday indicators
Vita Coco 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 Vita Coco 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.
Vita Coco Corporate Filings
F4 | 22nd of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
13A | 8th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
8K | 30th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
10Q | 1st of August 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
Vita Stock media impact
Far too much social signal, news, headlines, and media speculation about Vita Coco that are available to investors today. That information is available publicly through Vita media outlets and privately through word of mouth or via Vita internal channels. However, regardless of the origin, that massive amount of Vita 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 Vita Coco 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 Vita Coco 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 Vita Coco's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Vita Coco alpha.
Vita Coco Sentiment by Major News Outlets
Investor sentiment, mood or attitude towards Vita Coco 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.
Vita Coco Corporate Management
| Rowena Ricalde | Principal CFO | Profile | |
| Martin Roper | CoCEO Director | Profile | |
| Charles Es | Chief Officer | Profile | |
| Ira Liran | CoFounder Director | Profile | |
| Jonathan Burth | Chief Officer | Profile | |
| Corey Baker | Chief Officer | Profile |
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Vita Coco. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in main economic indicators. To learn how to invest in Vita Stock, please use our How to Invest in Vita Coco guide.You can also try the Analyst Advice module to analyst recommendations and target price estimates broken down by several categories.
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 Vita Coco. If investors know Vita 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 Vita Coco 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 0.231 | Earnings Share 1 | Revenue Per Share 8.724 | Quarterly Revenue Growth (0.04) | Return On Assets 0.1515 |
The market value of Vita Coco is measured differently than its book value, which is the value of Vita that is recorded on the company's balance sheet. Investors also form their own opinion of Vita Coco's value that differs from its market value or its book value, called intrinsic value, which is Vita Coco'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 Vita Coco's market value can be influenced by many factors that don't directly affect Vita Coco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Vita Coco's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Vita Coco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vita Coco'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.