- ISIN
- US1912232055
- Sector
- Consumer Defensive
- Industry
- Beverages - Non-Alcoholic
Highlights
- Market Cap
- $20.49B
- Enterprise Value
- $22.88B
- EPS (TTM)
- $4.83
- PE Ratio
- 11.66
- PEG Ratio
- 0.67
- Total Revenue (TTM)
- $22.31B
- Gross Profit (TTM)
- $8.13B
- EBITDA (TTM)
- $2.99B
- Year Range
- $44.37 - $65.93
- ROA (TTM)
- 15.16%
- ROE (TTM)
- 45.73%
Share Price Chart
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Performance
CCHGY Performance Chart
Coca Cola HBC AG ADR (CCHGY) is up 11.6% since the beginning of the year. At $56 per share, CCHGY is trading 14.7% below its 52-week high of $66. Investors who bought $1,000 worth of CCHGY shares 5 years ago would now be looking at an investment worth $1,809.
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Returns By Period
Coca Cola HBC AG ADR (CCHGY) has returned 11.63% so far this year and 9.71% over the past 12 months. Looking at the last ten years, CCHGY has achieved an annualized return of 14.92%, outperforming the S&P 500 Index benchmark, which averaged 13.66% per year.
Coca Cola HBC AG ADR
- 1D
- -0.98%
- 1M
- -1.35%
- YTD
- 11.63%
- 6M
- 16.54%
- 1Y
- 9.71%
- 3Y*
- 27.55%
- 5Y*
- 12.59%
- 10Y*
- 14.92%
Benchmark (S&P 500 Index)
- 1D
- -0.74%
- 1M
- 4.90%
- YTD
- 10.35%
- 6M
- 10.28%
- 1Y
- 26.52%
- 3Y*
- 20.83%
- 5Y*
- 12.30%
- 10Y*
- 13.66%
CCHGY Monthly Returns History
Based on dividend-adjusted daily data since Jul 25, 2014, CCHGY's average daily return is +0.06%, while the average monthly return is +1.22%. At this rate, an investment would double in approximately 4.8 years.
Historically, 59% of months were positive and 41% were negative. The best month was Nov 2020 with a return of +27.1%, while the worst month was Mar 2020 at -34.8%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.
On a daily basis, CCHGY closed higher 46% of trading days. The best single day was Mar 24, 2020 with a return of +14.1%, while the worst single day was Mar 16, 2020 at -16.1%.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 5.04% | 19.33% | -12.23% | 2.28% | 1.15% | -1.93% | 11.63% | ||||||
| 2025 | 2.50% | 21.78% | 6.78% | 14.79% | 2.57% | 0.20% | -0.65% | -2.71% | -6.71% | -3.56% | 10.38% | 2.73% | 55.07% |
| 2024 | 0.03% | 5.10% | 1.29% | 2.63% | 8.86% | 1.37% | 6.96% | 1.87% | -4.02% | -2.22% | 1.67% | -4.07% | 20.29% |
| 2023 | 2.85% | 5.61% | 6.57% | 11.71% | 0.25% | -0.44% | -1.06% | -1.44% | -5.55% | -5.40% | 7.62% | 6.29% | 28.64% |
| 2022 | -5.61% | -23.20% | -17.05% | -3.10% | 9.74% | 0.31% | 13.32% | -6.59% | -9.04% | 4.56% | 11.30% | -2.39% | -29.84% |
| 2021 | -8.37% | 4.50% | 2.51% | 7.72% | 5.79% | -0.55% | 7.83% | -5.06% | -9.48% | 6.55% | -11.53% | 12.88% | 9.69% |
Benchmark Metrics
Coca Cola HBC AG ADR has an annualized alpha of 6.42%, beta of 0.68, and R2 of 0.16 versus S&P 500 Index. Calculated based on daily prices since July 28, 2014.
- This stock participated in 97.96% of S&P 500 Index downside but only 93.85% of its upside - more exposed to losses than it benefited from rallies.
- Beta of 0.68 may look defensive, but with R2 of 0.16 this stock is largely uncorrelated with S&P 500 Index - low beta reflects independence, not downside protection. See the Volatility section for a true picture of this stock's risk.
- R2 of 0.16 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.
- Alpha
- 6.42%
- Beta
- 0.68
- R²
- 0.16
- Upside Capture
- 93.85%
- Downside Capture
- 97.96%
Return for Risk
Risk / Return Rank
CCHGY ranks 51 for risk / return — on par with similar stocks. You're getting a typical balance of risk and reward. Not a standout, but not a red flag either — a reasonable choice if other factors align with your goals.
Return / Risk — by metrics
The table below present risk-adjusted performance metrics for Coca Cola HBC AG ADR (CCHGY) and compare them to S&P 500 Index.
| CCHGY | Benchmark | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.86 | ||
| Sortino ratioReturn per unit of downside risk | -2.34 | ||
| Omega ratioGain probability vs. loss probability | 1.09 | 1.41 | -0.32 |
| Calmar ratioReturn relative to maximum drawdown | 0.53 | 2.93 | -2.40 |
| Martin ratioReturn relative to average drawdown | 1.04 | 13.52 | -12.48 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Dividends
Dividend History
Coca Cola HBC AG ADR provided a 2.34% dividend yield over the last twelve months, with an annual payout of $1.31 per share.
| Period | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.31 | $1.12 | $1.59 | $0.86 | $0.74 | $0.78 | $0.66 | $2.83 | $0.36 | $0.45 | $0.40 | $0.42 |
Dividend yield | 2.34% | 2.17% | 4.70% | 2.91% | 3.15% | 2.23% | 2.03% | 8.26% | 1.17% | 1.36% | 1.85% | 2.00% |
Monthly Dividends
The table displays the monthly dividend distributions for Coca Cola HBC AG ADR. The dividends shown in the table have been adjusted to account for any splits that may have occurred.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | $0.00 | $0.00 | $0.00 | $0.00 | $1.31 | $0.00 | $1.31 | ||||||
| 2025 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.12 |
| 2024 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $1.59 |
| 2023 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.86 |
| 2022 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.74 |
| 2021 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.78 |
Dividend Yield & Payout
Dividend Yield
Coca Cola HBC AG ADR has a dividend yield of 2.34%, which is quite average when compared to the overall market.
Payout Ratio
Coca Cola HBC AG ADR has a payout ratio of 41.97%, which is quite average when compared to the overall market. This suggests that Coca Cola HBC AG ADR strikes a balance between reinvesting profits for growth and paying dividends to shareholders.
Drawdowns
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.
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Worst Drawdowns
The table below displays the maximum drawdowns of the Coca Cola HBC AG ADR. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.
The maximum drawdown for the Coca Cola HBC AG ADR was 51.91%, occurring on Mar 18, 2020. Recovery took 296 trading sessions.
The current Coca Cola HBC AG ADR drawdown is 12.10%.
Related event | Drawdown | Fall | Recovery | Underwater |
|---|---|---|---|---|
COVID crash2020 | -51.91%Mar 2020 | 1mo 3d | 1y 2mo | 1y 3moFeb 2020 - May 2021 |
Bear market2022 | -51.01%May 2022 | 9mo 4d | 2y 2mo | 2y 11moAug 2021 - Jul 2024 |
2015 bear market2015 | -33.40%Jan 2015 | 4mo 27d | 8mo 18d | 1y 1moSep 2014 - Oct 2015 |
2016 bear market2016 | -27.96%Jun 2016 | 7mo 10d | 7mo 25d | 1y 3moNov 2015 - Feb 2017 |
Rate-hike selloffLate 2018 | -24.31%Nov 2018 | 7mo 14d | 7mo 2d | 1y 2moApr 2018 - Jun 2019 |
Drawdown Indicators
| CCHGY | Benchmark | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -51.91% | -56.78% | +4.87% |
Max Drawdown (1Y)Largest decline over 1 year | -18.43% | -9.10% | -9.33% |
Max Drawdown (3Y)Largest decline over 3 years | -20.69% | -18.90% | -1.79% |
Max Drawdown (5Y)Largest decline over 5 years | -51.01% | -25.43% | -25.58% |
Max Drawdown (10Y)Largest decline over 10 years | -51.91% | -33.92% | -17.99% |
Current DrawdownCurrent decline from peak | -12.10% | -0.74% | -11.36% |
Average DrawdownAverage peak-to-trough decline | -14.31% | -10.72% | -3.59% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.34% | 1.97% | +7.37% |
Volatility
Volatility Chart
The chart below shows the rolling one-month volatility.
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Financials
Financial Performance
The chart below illustrates the trends in the financial health of Coca Cola HBC AG ADR over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.
Valuation
The Valuation section provides an overview of how Coca Cola HBC AG ADR is priced in the market compared to other companies in the Beverages - Non-Alcoholic industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.
PE Ratio
The chart displays the Price-to-Earnings (P/E) ratio for CCHGY, comparing it with other companies in the Beverages - Non-Alcoholic industry. Currently, CCHGY has a P/E ratio of 11.7. This P/E ratio is in line with the industry average, suggesting the stock may be fairly valued relative to its earnings.
PEG Ratio
The chart shows the Price/Earnings to Growth (PEG) ratio for CCHGY compared to other companies in the Beverages - Non-Alcoholic industry. CCHGY currently has a PEG ratio of 0.7. This PEG ratio is close to the industry average, suggesting the stock’s valuation is balanced against its growth outlook.
PS Ratio
This chart shows the Price-to-Sales (P/S) ratio for CCHGY relative to other companies in the Beverages - Non-Alcoholic industry. Currently, CCHGY has a P/S ratio of 0.9. This P/S ratio falls within the average range for the industry, suggesting the stock is fairly valued based on its revenue.
PB Ratio
The chart illustrates the Price-to-Book (P/B) ratio for CCHGY in comparison with other companies in the Beverages - Non-Alcoholic industry. Currently, CCHGY has a P/B value of 5.3. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.
Income Statement
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Net Income | — |
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Discontinued Operations | — |
Effect Of Accounting Charges | — |
Non Recurring | — |
Minority Interest | — |
Other Items | — |
Interest Income | — |
Interest Expense | — |
Net Interest Income | — |
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