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

Company Info

ISIN

US1912161007

CUSIP

191216100

IPO Date

Sep 5, 1919

Highlights

Market Cap

$308.40B

EPS (TTM)

$2.49

PE Ratio

28.78

PEG Ratio

2.75

Total Revenue (TTM)

$46.89B

Gross Profit (TTM)

$28.64B

EBITDA (TTM)

$16.01B

Year Range

$59.30 - $74.38

Target Price

$77.48

Short %

0.89%

Short Ratio

1.92

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


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%20,000.00%40,000.00%60,000.00%80,000.00%100,000.00%120,000.00%140,000.00%December2025FebruaryMarchAprilMay
129,535.70%
5,990.26%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

Returns By Period

The Coca-Cola Company (KO) returned 15.15% year-to-date (YTD) and 16.62% over the past 12 months. Over the past 10 years, KO returned 9.11% annually, underperforming the S&P 500 benchmark at 10.43%.


KO

YTD

15.15%

1M

4.02%

6M

13.48%

1Y

16.62%

5Y*

12.51%

10Y*

9.11%

^GSPC (Benchmark)

YTD

-3.70%

1M

13.67%

6M

-5.18%

1Y

9.18%

5Y*

14.14%

10Y*

10.43%

*Annualized

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
20251.96%12.18%1.32%1.30%-1.90%15.15%
20240.95%0.89%2.75%0.96%1.88%1.93%4.85%8.59%-0.16%-9.11%-1.14%-2.84%8.88%
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%2.16%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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

With an overall rank of 80, KO is among the top 20% of stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of KO is 8080
Overall Rank
The Sharpe Ratio Rank of KO is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of KO is 7979
Sortino Ratio Rank
The Omega Ratio Rank of KO is 7676
Omega Ratio Rank
The Calmar Ratio Rank of KO is 8686
Calmar Ratio Rank
The Martin Ratio Rank of KO is 7777
Martin 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.


The current The Coca-Cola Company Sharpe ratio is 1.01. 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 Ratio0.001.002.003.00December2025FebruaryMarchAprilMay
1.01
0.48
KO (The Coca-Cola Company)
Benchmark (^GSPC)

Dividends

Dividend History

The Coca-Cola Company provided a 2.76% dividend yield over the last twelve months, with an annual payout of $1.97 per share. The company has been increasing its dividends for 22 consecutive years.


2.80%2.90%3.00%3.10%3.20%3.30%3.40%$0.00$0.50$1.00$1.50$2.0020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.97$1.94$1.84$1.76$1.68$1.64$1.60$1.56$1.48$1.40$1.32$1.22

Dividend yield

2.76%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%

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
2025$0.00$0.00$0.51$0.00$0.00$0.51
2024$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.00$0.49$0.00$0.49$0.00$1.94
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$0.31$0.00$0.00$0.31$0.00$0.00$0.31$0.00$0.31$0.00$1.22

Dividend Yield & Payout


Dividend Yield

The Coca-Cola Company has a dividend yield of 2.76%, which is quite average when compared to the overall market.

Payout Ratio

The Coca-Cola Company has a payout ratio of 67.99%, which is quite average when compared to the overall market. This suggests that The Coca-Cola Company 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.


-20.00%-15.00%-10.00%-5.00%0.00%December2025FebruaryMarchAprilMay
-3.69%
-7.82%
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 68.22%, occurring on Oct 4, 1974. Recovery took 2043 trading sessions.

The current The Coca-Cola Company drawdown is 3.69%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-68.22%Mar 15, 1973395Oct 4, 19742043Nov 4, 19822438
-54.96%Jul 15, 19981170Mar 10, 20032030Mar 30, 20113200
-41.15%Aug 26, 198738Oct 19, 1987353Mar 13, 1989391
-36.99%Feb 24, 202021Mar 23, 2020339Jul 27, 2021360
-26.96%Jan 3, 1962123Jun 27, 1962288Aug 19, 1963411

Volatility

Volatility Chart

The current The Coca-Cola Company volatility is 5.15%, 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%4.00%6.00%8.00%10.00%12.00%14.00%December2025FebruaryMarchAprilMay
5.15%
11.21%
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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of The Coca-Cola Company, comparing actual results with analytics estimates. The company has exceeded analyst expectations for EPS in the past quarter, achieving a 1.9% positive surprise.


0.400.500.600.700.8020212022202320242025
0.73
0.72
Actual
Estimate

Valuation

The Valuation section provides an overview of how The Coca-Cola Company 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 KO, comparing it with other companies in the Beverages - Non-Alcoholic industry. Currently, KO has a P/E ratio of 28.8. 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 KO compared to other companies in the Beverages - Non-Alcoholic industry. KO currently has a PEG ratio of 2.7. 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 KO relative to other companies in the Beverages - Non-Alcoholic industry. Currently, KO has a P/S ratio of 6.7. This P/S ratio is high relative to other companies in the industry. It could mean the stock is overvalued, or that investors expect strong future growth and profitability.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for KO in comparison with other companies in the Beverages - Non-Alcoholic industry. Currently, KO has a P/B value of 12.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

Income Statement



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