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The Coca-Cola Company (KO)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISINUS1912161007
CUSIP191216100
SectorConsumer Defensive
IndustryBeverages - Non-Alcoholic

Highlights

Market Cap$273.77B
EPS (TTM)$2.49
PE Ratio25.52
PEG Ratio2.93
Total Revenue (TTM)$46.07B
Gross Profit (TTM)$27.64B
EBITDA (TTM)$11.55B
Year Range$50.74 - $64.36
Target Price$67.52
Short %0.75%
Short Ratio2.46

Share Price Chart


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Compare to other instruments

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The Coca-Cola Company

Popular comparisons: KO vs. PEP, KO vs. VOO, KO vs. MCD, KO vs. KOF, KO vs. BRK-B, KO vs. PG, KO vs. KDP, KO vs. WM, KO vs. VZ, KO vs. NVS

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.


0.00%5.00%10.00%15.00%2024FebruaryMarchAprilMayJune
5.76%
15.17%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

S&P 500

Returns By Period

The Coca-Cola Company had a return of 7.56% year-to-date (YTD) and 7.34% in the last 12 months. Over the past 10 years, The Coca-Cola Company had an annualized return of 7.84%, while the S&P 500 had an annualized return of 10.86%, indicating that The Coca-Cola Company did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date7.56%13.65%
1 month-1.10%3.82%
6 months5.76%15.17%
1 year7.34%24.08%
5 years (annualized)7.29%13.46%
10 years (annualized)7.84%10.86%

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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20240.95%0.89%2.75%0.96%1.88%7.56%
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%
20223.04%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%
20205.51%-8.41%-16.55%3.71%1.72%-3.41%5.73%4.85%0.48%-2.65%8.21%6.28%2.47%
20191.65%-5.80%4.25%4.69%0.14%4.45%3.36%4.58%-0.37%-0.02%-1.16%3.65%20.60%
20183.73%-9.18%1.37%-0.51%-0.49%2.91%6.32%-4.42%4.52%3.66%6.10%-6.05%6.77%
20170.27%0.94%2.04%1.67%5.38%-0.55%2.21%-0.63%-0.40%2.15%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%
20132.73%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 63, 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.


The Risk-Adjusted Performance Rank of KO is 6363
KO (The Coca-Cola Company)
The Sharpe Ratio Rank of KO is 6868Sharpe Ratio Rank
The Sortino Ratio Rank of KO is 5959Sortino Ratio Rank
The Omega Ratio Rank of KO is 5959Omega Ratio Rank
The Calmar Ratio Rank of KO is 6868Calmar Ratio Rank
The Martin Ratio Rank of KO is 6363Martin 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 The Coca-Cola Company (KO) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


KO
Sharpe ratio
The chart of Sharpe ratio for KO, currently valued at 0.60, compared to the broader market-2.00-1.000.001.002.003.000.60
Sortino ratio
The chart of Sortino ratio for KO, currently valued at 0.91, compared to the broader market-4.00-2.000.002.004.006.000.91
Omega ratio
The chart of Omega ratio for KO, currently valued at 1.12, compared to the broader market0.501.001.502.001.12
Calmar ratio
The chart of Calmar ratio for KO, currently valued at 0.45, compared to the broader market0.002.004.006.000.45
Martin ratio
The chart of Martin ratio for KO, currently valued at 1.34, compared to the broader market0.0010.0020.0030.001.34
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 2.20, compared to the broader market-2.00-1.000.001.002.003.002.20
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 3.12, compared to the broader market-4.00-2.000.002.004.006.003.12
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.39, compared to the broader market0.501.001.502.001.39
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.76, compared to the broader market0.002.004.006.001.76
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 8.26, compared to the broader market0.0010.0020.0030.008.26

Sharpe Ratio

The current The Coca-Cola Company Sharpe ratio is 0.60. 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 The Coca-Cola Company 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 Ratio-0.500.000.501.001.502.002.503.002024FebruaryMarchAprilMayJune
0.60
2.20
KO (The Coca-Cola Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Coca-Cola Company granted a 2.97% dividend yield in the last twelve months. The annual payout for that period amounted to $1.87 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.87$1.84$1.76$1.68$1.64$1.60$1.56$1.48$1.40$1.32$1.22$1.12

Dividend yield

2.97%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.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.00$0.00$0.49$0.00$0.00$0.00$0.49
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
5.0%10.0%15.0%3.0%
The Coca-Cola Company has a dividend yield of 2.97%, which is quite average when compared to the overall market.
Payout Ratio
20.0%40.0%60.0%80.0%100.0%120.0%69.2%
The Coca-Cola Company has a payout ratio of 69.23%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


-8.00%-6.00%-4.00%-2.00%0.00%2024FebruaryMarchAprilMayJune
-1.98%
0
KO (The Coca-Cola Company)
Benchmark (^GSPC)

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 68.00%, occurring on Oct 3, 1974. Recovery took 2044 trading sessions.

The current The Coca-Cola Company drawdown is 1.98%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68%Jan 5, 1973441Oct 3, 19742044Nov 4, 19822485
-52.39%Jul 15, 19981170Mar 10, 20031169Oct 29, 20072339
-39.31%Sep 15, 198725Oct 19, 1987103Mar 16, 1988128
-38.86%Jan 11, 2008289Mar 5, 2009188Dec 1, 2009477
-36.99%Feb 24, 202021Mar 23, 2020339Jul 27, 2021360

Volatility

Volatility Chart

The current The Coca-Cola Company volatility is 3.35%, 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.


2.00%2.50%3.00%3.50%4.00%2024FebruaryMarchAprilMayJune
3.35%
2.51%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

Financials

Financial Performance

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

Annual
Quarterly

0.0

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