The Coca-Cola Company (KO)
The Coca-Cola Company is a multinational beverage corporation that produces and distributes a variety of carbonated and non-carbonated drinks, including its iconic Coca-Cola brand. The company was founded in 1886 and has a strong global presence, with products sold in more than 200 countries. In addition to its signature drink, Coca-Cola owns and markets a range of other brands, including Sprite, Fanta, and Powerade.
Company Info
US1912161007
191216100
Sep 5, 1919
Highlights
$272.94B
$2.40
26.33
2.67
$46.37B
$28.02B
$11.65B
$55.00 - $73.03
$74.49
0.75%
2.39
Share Price Chart
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Compare to other instruments
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Performance
Performance Chart
The chart shows the growth of an initial investment of $10,000 in The Coca-Cola Company, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.
Returns By Period
The Coca-Cola Company had a return of 7.16% year-to-date (YTD) and 11.37% in the last 12 months. Over the past 10 years, The Coca-Cola Company had an annualized return of 6.91%, while the S&P 500 had an annualized return of 11.11%, indicating that The Coca-Cola Company did not perform as well as the benchmark.
KO
7.16%
-12.51%
-0.61%
11.37%
6.49%
6.91%
^GSPC (Benchmark)
23.08%
0.10%
10.70%
30.05%
13.52%
11.11%
Monthly Returns
The table below presents the monthly returns of KO, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | 0.95% | 0.89% | 2.75% | 0.96% | 1.88% | 1.93% | 4.85% | 8.59% | -0.16% | -9.11% | 7.16% | ||
| 2023 | -3.60% | -2.95% | 5.03% | 3.42% | -7.00% | 1.71% | 2.84% | -3.39% | -5.69% | 0.91% | 4.28% | 0.84% | -4.43% |
| 2022 | 3.04% | 2.02% | 0.38% | 4.21% | -1.90% | -0.02% | 2.00% | -3.83% | -8.56% | 6.84% | 7.04% | -0.00% | 10.61% |
| 2021 | -12.20% | 1.74% | 8.49% | 2.41% | 2.43% | -1.40% | 5.40% | -1.26% | -6.12% | 7.43% | -6.23% | 12.89% | 11.37% |
| 2020 | 5.51% | -8.41% | -16.55% | 3.71% | 1.72% | -3.41% | 5.73% | 4.85% | 0.48% | -2.65% | 8.21% | 6.28% | 2.47% |
| 2019 | 1.65% | -5.80% | 4.25% | 4.69% | 0.14% | 4.45% | 3.36% | 4.58% | -0.37% | -0.02% | -1.16% | 3.65% | 20.60% |
| 2018 | 3.73% | -9.18% | 1.37% | -0.51% | -0.49% | 2.91% | 6.32% | -4.42% | 4.52% | 3.66% | 6.10% | -6.05% | 6.77% |
| 2017 | 0.27% | 0.94% | 2.04% | 1.67% | 5.38% | -0.55% | 2.21% | -0.63% | -0.40% | 2.16% | 0.36% | 0.24% | 14.38% |
| 2016 | -0.09% | 0.49% | 8.40% | -3.43% | -0.45% | 2.42% | -3.75% | -0.46% | -1.76% | 0.19% | -4.03% | 2.75% | -0.36% |
| 2015 | -2.49% | 5.17% | -5.57% | 0.02% | 0.99% | -3.43% | 4.72% | -4.28% | 2.92% | 5.56% | 1.41% | 0.80% | 5.14% |
| 2014 | -8.45% | 1.00% | 2.01% | 5.51% | 0.29% | 4.32% | -7.25% | 6.18% | 3.00% | -1.83% | 7.78% | -5.82% | 5.27% |
| 2013 | 2.73% | 3.97% | 5.20% | 4.67% | -5.53% | 0.99% | -0.07% | -4.74% | -0.06% | 4.46% | 2.28% | 2.79% | 17.23% |
Risk-Adjusted Performance
Risk-Adjusted Performance Rank
The current rank of KO is 66, suggesting that the investment has average results relative to other stocks in terms of risk-adjusted performance. This ranking is determined by the cumulative values of the indicators listed below.
Risk-Adjusted Performance Indicators
The charts below present risk-adjusted performance metrics for The Coca-Cola Company (KO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.
Dividends
Dividend History
The Coca-Cola Company provided a 3.10% dividend yield over the last twelve months, with an annual payout of $1.92 per share. The company has been increasing its dividends for 21 consecutive years.
| Period | TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Dividend | $1.92 | $1.84 | $1.76 | $1.68 | $1.64 | $1.60 | $1.56 | $1.48 | $1.40 | $1.32 | $1.22 | $1.12 |
Dividend yield | 3.10% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Monthly Dividends
The table displays the monthly dividend distributions for The Coca-Cola Company. 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $0.49 | $0.00 | $0.00 | $1.46 | |
| 2023 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | $0.46 | $0.00 | $0.46 | $0.00 | $1.84 |
| 2022 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.00 | $0.44 | $0.00 | $0.44 | $0.00 | $1.76 |
| 2021 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.00 | $0.42 | $0.00 | $0.42 | $0.00 | $1.68 |
| 2020 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.00 | $0.41 | $0.00 | $0.41 | $0.00 | $1.64 |
| 2019 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.00 | $0.40 | $0.00 | $0.40 | $0.00 | $1.60 |
| 2018 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.00 | $0.39 | $0.00 | $0.39 | $0.00 | $1.56 |
| 2017 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.00 | $0.37 | $0.00 | $0.37 | $0.00 | $1.48 |
| 2016 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.00 | $0.35 | $0.00 | $0.35 | $0.00 | $1.40 |
| 2015 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.00 | $0.33 | $0.00 | $0.33 | $0.00 | $1.32 |
| 2014 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.00 | $0.31 | $0.00 | $0.31 | $0.00 | $1.22 |
| 2013 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.28 | $0.00 | $1.12 |
Dividend Yield & Payout
Dividend Yield
Payout Ratio
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.
Worst Drawdowns
The table below displays the maximum drawdowns of the The Coca-Cola Company. 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 The Coca-Cola Company was 40.60%, occurring on Mar 5, 2009. Recovery took 410 trading sessions.
The current The Coca-Cola Company drawdown is 14.86%.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -40.6% | Jan 11, 2008 | 289 | Mar 5, 2009 | 410 | Oct 19, 2010 | 699 |
| -36.99% | Feb 24, 2020 | 21 | Mar 23, 2020 | 339 | Jul 27, 2021 | 360 |
| -34.91% | May 3, 2002 | 214 | Mar 10, 2003 | 1033 | Apr 17, 2007 | 1247 |
| -17.27% | Apr 22, 2022 | 366 | Oct 5, 2023 | 146 | May 6, 2024 | 512 |
| -14.86% | Sep 4, 2024 | 53 | Nov 15, 2024 | — | — | — |
Volatility
Volatility Chart
The current The Coca-Cola Company volatility is 4.05%, 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.
Financials
Financial Performance
Valuation
The Valuation section provides an assessment of the market value of The Coca-Cola Company compared to its peers in the Beverages - Non-Alcoholic industry.
PE Ratio
The chart displays the price to earnings (P/E) ratio for KO in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, KO has a PE value of 26.3. This PE ratio falls in the average range for the industry.PEG Ratio
The chart displays the price to earnings to growth (PEG) ratio for KO in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, KO has a PEG value of 2.7. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.Historical P/E Ratio Chart
The chart below displays the historical trend of the price-to-earnings (P/E) ratio for The Coca-Cola Company.
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Income Statement
| TTM | |
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Revenue | |
Total Revenue | — |
Cost Of Revenue | — |
Gross Profit | — |
Operating Expenses | |
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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 | — |