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Coca-Cola Consolidated, Inc. (COKE)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS1910981026
CUSIP191098102
SectorConsumer Defensive
IndustryBeverages - Non-Alcoholic

Highlights

Market Cap$11.28B
EPS (TTM)$53.66
PE Ratio23.81
Total Revenue (TTM)$6.73B
Gross Profit (TTM)$2.66B
EBITDA (TTM)$1.07B
Year Range$601.53 - $1,376.84
Target Price$144.00
Short %0.93%
Short Ratio1.10

Share Price Chart


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Coca-Cola Consolidated, Inc.

Popular comparisons: COKE vs. SPY, COKE vs. MCD, COKE vs. VOO, COKE vs. PEP, COKE vs. SCHD, COKE vs. AAPL, COKE vs. VTI, COKE vs. ABBV, COKE vs. DGRO, COKE vs. ^GSPC

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Coca-Cola Consolidated, Inc., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


0.00%10.00%20.00%30.00%40.00%50.00%60.00%AprilMayJuneJulyAugustSeptember
52.29%
7.53%
COKE (Coca-Cola Consolidated, Inc.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Coca-Cola Consolidated, Inc. had a return of 40.44% year-to-date (YTD) and 93.97% in the last 12 months. Over the past 10 years, Coca-Cola Consolidated, Inc. had an annualized return of 33.52%, outperforming the S&P 500 benchmark which had an annualized return of 10.86%.


PeriodReturnBenchmark
Year-To-Date40.44%16.44%
1 month1.90%3.92%
6 months52.29%7.53%
1 year93.97%24.48%
5 years (annualized)35.63%13.10%
10 years (annualized)33.52%10.86%

Monthly Returns

The table below presents the monthly returns of COKE, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-5.43%-2.39%0.67%-2.35%18.77%10.60%5.66%17.15%40.44%
2023-0.39%9.88%-3.91%10.26%12.26%-3.89%-0.33%10.34%-8.95%0.09%15.42%26.40%82.91%
2022-7.42%-13.28%-0.02%-11.09%27.97%-0.19%-8.98%-7.54%-13.20%18.35%0.98%4.18%-17.09%
20210.32%-3.82%12.51%1.63%38.08%-0.69%-0.68%1.76%-2.95%1.89%42.14%8.52%133.23%
2020-4.58%-27.48%6.19%13.04%3.38%-5.85%0.27%19.05%-11.94%-4.78%14.30%1.75%-5.88%
201921.80%14.86%16.13%13.01%-7.08%-0.91%-1.83%14.68%-9.73%-9.63%-1.53%5.14%60.72%
2018-5.81%-7.86%-7.47%-2.33%-24.34%6.06%7.58%16.84%7.50%-5.16%23.11%-16.53%-17.11%
2017-5.46%1.91%19.73%2.96%7.50%0.50%5.01%-11.04%1.01%4.66%-4.37%-0.21%20.93%
2016-3.48%-0.67%-8.56%-0.09%-22.51%19.41%-3.27%5.54%-1.42%-4.47%14.49%10.55%-1.39%
201511.06%7.02%8.31%0.16%0.50%33.02%7.40%-4.80%25.38%9.35%-8.30%-5.76%108.83%
2014-6.38%10.78%12.35%-2.95%-8.48%-2.11%-4.90%6.50%0.36%21.53%4.56%-6.91%21.82%
2013-2.30%1.08%-7.81%1.96%-2.39%2.27%4.83%-1.60%-0.45%1.60%7.23%7.79%11.76%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of COKE is 98, placing it in the top 2% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of COKE is 9898
COKE (Coca-Cola Consolidated, Inc.)
The Sharpe Ratio Rank of COKE is 9898Sharpe Ratio Rank
The Sortino Ratio Rank of COKE is 9898Sortino Ratio Rank
The Omega Ratio Rank of COKE is 9696Omega Ratio Rank
The Calmar Ratio Rank of COKE is 9999Calmar Ratio Rank
The Martin Ratio Rank of COKE is 9797Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


COKE
Sharpe ratio
The chart of Sharpe ratio for COKE, currently valued at 2.92, compared to the broader market-4.00-2.000.002.002.92
Sortino ratio
The chart of Sortino ratio for COKE, currently valued at 4.14, compared to the broader market-6.00-4.00-2.000.002.004.004.14
Omega ratio
The chart of Omega ratio for COKE, currently valued at 1.54, compared to the broader market0.501.001.502.001.54
Calmar ratio
The chart of Calmar ratio for COKE, currently valued at 5.75, compared to the broader market0.001.002.003.004.005.005.75
Martin ratio
The chart of Martin ratio for COKE, currently valued at 15.37, compared to the broader market-5.000.005.0010.0015.0020.0015.37
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.86, compared to the broader market-4.00-2.000.002.001.86
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.53, compared to the broader market-6.00-4.00-2.000.002.004.002.53
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.501.001.502.001.33
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.68, compared to the broader market0.001.002.003.004.005.001.68
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.89, compared to the broader market-5.000.005.0010.0015.0020.008.89

Sharpe Ratio

The current Coca-Cola Consolidated, Inc. Sharpe ratio is 2.92. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Coca-Cola Consolidated, Inc. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio1.001.502.002.503.003.50AprilMayJuneJulyAugustSeptember
2.92
1.86
COKE (Coca-Cola Consolidated, Inc.)
Benchmark (^GSPC)

Dividends

Dividend History

Coca-Cola Consolidated, Inc. granted a 1.41% dividend yield in the last twelve months. The annual payout for that period amounted to $17.99 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$17.99$4.97$0.98$0.98$0.98$0.98$0.98$0.98$0.98$0.98$0.98$0.98

Dividend yield

1.41%0.54%0.19%0.16%0.37%0.34%0.55%0.45%0.55%0.53%1.11%1.33%

Monthly Dividends

The table displays the monthly dividend distributions for Coca-Cola Consolidated, Inc.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$16.50$0.00$0.00$0.50$0.00$0.00$0.50$0.00$0.00$17.50
2023$3.50$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$4.97
2022$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2021$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2020$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2019$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2018$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2017$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2016$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2015$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2014$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98
2013$0.24$0.00$0.00$0.00$0.24$0.00$0.24$0.00$0.00$0.24$0.00$0.00$0.98

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%1.4%
Coca-Cola Consolidated, Inc. has a dividend yield of 1.41%, which signifies it pays a smaller percentage of its stock price in dividends to its shareholders compared to other companies in the market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%31.3%
Coca-Cola Consolidated, Inc. has a payout ratio of 31.31%, which is quite average when compared to the overall market. This suggests that Coca-Cola Consolidated, Inc. 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.


-14.00%-12.00%-10.00%-8.00%-6.00%-4.00%-2.00%0.00%AprilMayJuneJulyAugustSeptember
-5.76%
-2.00%
COKE (Coca-Cola Consolidated, Inc.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Coca-Cola Consolidated, Inc.. 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 Consolidated, Inc. was 68.35%, occurring on Nov 8, 1990. Recovery took 1497 trading sessions.

The current Coca-Cola Consolidated, Inc. drawdown is 5.76%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.35%Mar 13, 19861170Nov 8, 19901497Oct 28, 19962667
-54.34%Aug 10, 1998570Nov 8, 2000537Jan 3, 20031107
-51.71%May 14, 2019216Mar 20, 2020299May 27, 2021515
-51.09%Jan 3, 2007400Aug 4, 2008663Mar 22, 20111063
-47.98%Jul 28, 2017202May 16, 2018197Feb 28, 2019399

Volatility

Volatility Chart

The current Coca-Cola Consolidated, Inc. volatility is 8.02%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%AprilMayJuneJulyAugustSeptember
8.02%
4.58%
COKE (Coca-Cola Consolidated, Inc.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Coca-Cola Consolidated, Inc. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Coca-Cola Consolidated, Inc. compared to its peers in the Beverages - Non-Alcoholic industry.


PE Ratio
20.040.060.080.023.8
The chart displays the price to earnings (P/E) ratio for COKE in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, COKE has a PE value of 23.8. This PE ratio falls in the average range for the industry.
PEG Ratio
0.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for COKE in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, COKE has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Coca-Cola Consolidated, Inc..


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Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items