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
ISIN | US1912161007 |
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CUSIP | 191216100 |
Sector | Consumer Defensive |
Industry | Beverages—Non-Alcoholic |
Highlights
Market Cap | $264.49B |
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EPS | $2.27 |
PE Ratio | 26.94 |
PEG Ratio | 3.60 |
Revenue (TTM) | $43.49B |
Gross Profit (TTM) | $25.00B |
EBITDA (TTM) | $13.46B |
Year Range | $53.23 - $64.99 |
Target Price | $70.01 |
Short % | 0.55% |
Short Ratio | 2.17 |
Share Price Chart
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Performance
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.
Compare to other instruments
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Return
The Coca-Cola Company had a return of -3.11% year-to-date (YTD) and 0.00% in the last 12 months. Over the past 10 years, The Coca-Cola Company had an annualized return of 7.52%, while the S&P 500 had an annualized return of 10.30%, indicating that The Coca-Cola Company did not perform as well as the benchmark.
Period | Return | Benchmark |
---|---|---|
1 month | -4.02% | 5.45% |
Year-To-Date | -3.11% | 11.53% |
6 months | -4.23% | 5.17% |
1 year | 0.00% | 4.23% |
5 years (annualized) | 10.51% | 9.30% |
10 years (annualized) | 7.52% | 10.30% |
Monthly Returns Heatmap
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | -3.60% | -2.95% | 5.03% | 3.42% | -7.00% | |||||||
2022 | 7.04% | 0.00% |
Risk-Adjusted Performance
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and S&P 500 (^GSPC). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
KO The Coca-Cola Company | -0.01 | ||||
^GSPC S&P 500 | 0.21 |
Dividend History
The Coca-Cola Company granted a 3.63% dividend yield in the last twelve months. The annual payout for that period amounted to $2.22 per share.
Period | TTM | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Dividend | $2.22 | $1.76 | $1.68 | $1.64 | $1.60 | $1.56 | $1.48 | $1.40 | $1.32 | $1.22 | $1.12 | $1.02 |
Dividend yield | 3.63% | 2.79% | 2.94% | 3.20% | 3.20% | 3.76% | 3.81% | 4.12% | 3.87% | 3.76% | 3.64% | 3.88% |
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 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | $0.00 | $0.00 | $0.46 | $0.00 | $0.00 | |||||||
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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 |
2013 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.00 | $0.28 | $0.00 | $0.28 | $0.00 |
2012 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.00 | $0.26 | $0.00 | $0.26 | $0.00 |
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way.
Worst Drawdowns
The table below shows the maximum drawdowns of the The Coca-Cola Company. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.
The maximum drawdown since January 2010 for the The Coca-Cola Company is 69.06%, recorded on Oct 4, 1974. It took 2720 trading sessions for the portfolio to recover.
Depth | Start | To Bottom | Bottom | To Recover | End | Total |
---|---|---|---|---|---|---|
-69.06% | Mar 15, 1973 | 395 | Oct 4, 1974 | 2720 | Jul 10, 1985 | 3115 |
-55.29% | Jul 15, 1998 | 1170 | Mar 10, 2003 | 2032 | Apr 1, 2011 | 3202 |
-41.15% | Aug 26, 1987 | 38 | Oct 19, 1987 | 353 | Mar 13, 1989 | 391 |
-36.99% | Feb 24, 2020 | 21 | Mar 23, 2020 | 339 | Jul 27, 2021 | 360 |
-26.01% | Jan 23, 1970 | 85 | May 25, 1970 | 136 | Dec 4, 1970 | 221 |
Volatility Chart
The current The Coca-Cola Company volatility is 3.77%, 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.
Portfolios with The Coca-Cola Company
Portfolio Name | YTD Return | 10Y Return | Div. Yield | 10Y Volatility | Max. Drawdown | Expense Ratio | Sharpe Ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index |
---|---|---|---|---|---|---|---|---|---|---|---|
Dividend-Paying Stocks Portfolio | -4.66% | 8.07% | 4.53% | 15.06% | -35.63% | 0.00% | 0.07 |