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The Coca-Cola Company (KO)

Equity · Currency in USD · Last updated Jun 3, 2023

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

ISINUS1912161007
CUSIP191216100
SectorConsumer Defensive
IndustryBeverages—Non-Alcoholic

Highlights

Market Cap$264.49B
EPS$2.27
PE Ratio26.94
PEG Ratio3.60
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 Ratio2.17

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.


-5.00%0.00%5.00%2023FebruaryMarchAprilMayJune
-2.90%
7.09%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

S&P 500

Compare to other instruments

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The Coca-Cola Company

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

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.


PeriodReturnBenchmark
1 month-4.02%5.45%
Year-To-Date-3.11%11.53%
6 months-4.23%5.17%
1 year0.00%4.23%
5 years (annualized)10.51%9.30%
10 years (annualized)7.52%10.30%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
2023-3.60%-2.95%5.03%3.42%-7.00%
20227.04%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 ratioSortino ratioOmega ratioCalmar ratioUlcer Index
KO
The Coca-Cola Company
-0.01
^GSPC
S&P 500
0.21

Sharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current The Coca-Cola Company Sharpe ratio is -0.01. A negative Sharpe ratio means that the risk-free rate is higher than the portfolio's return. This value does not convey any meaningful information.

The chart below displays rolling 12-month Sharpe Ratio.


-1.00-0.500.000.501.002023FebruaryMarchAprilMayJune
-0.01
0.21
KO (The Coca-Cola Company)
Benchmark (^GSPC)

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.


PeriodTTM20222021202020192018201720162015201420132012
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.


JanFebMarAprMayJunJulAugSepOctNovDec
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.


-20.00%-15.00%-10.00%-5.00%0.00%2023FebruaryMarchAprilMayJune
-4.89%
-10.72%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

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, 1973395Oct 4, 19742720Jul 10, 19853115
-55.29%Jul 15, 19981170Mar 10, 20032032Apr 1, 20113202
-41.15%Aug 26, 198738Oct 19, 1987353Mar 13, 1989391
-36.99%Feb 24, 202021Mar 23, 2020339Jul 27, 2021360
-26.01%Jan 23, 197085May 25, 1970136Dec 4, 1970221

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.


2.00%3.00%4.00%5.00%6.00%7.00%8.00%2023FebruaryMarchAprilMayJune
3.77%
3.77%
KO (The Coca-Cola Company)
Benchmark (^GSPC)

Portfolios with The Coca-Cola Company


Portfolio NameYTD Return10Y ReturnDiv. Yield10Y VolatilityMax. DrawdownExpense RatioSharpe RatioSortino ratioOmega ratioCalmar ratioUlcer Index
Dividend-Paying Stocks Portfolio-4.66%8.07%4.53%15.06%-35.63%0.00%0.07