Coca-Cola Co (KO)
Fair ValueFondamentale
67
Prezzo
$86.17
Capitalizzazione
$375.10B
Parte 1 · Quanto vale l'azienda
Panoramica
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides Trademark Coca-Cola, sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and emerging beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta, Sprite, Simply, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, Fuze Tea, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, I LOHAS, Powerade, Topo Chico, Core Power, Del Valle, fairlife, innocent, Maaza, Minute Maid, Minute Maid Pulpy, Santa Clara, and dogadan brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The Coca-Cola Company was founded in 1886 and is headquartered in Atlanta, Georgia.
Per questa società non c'è ancora una scheda redazionale
Concorrenti diretti
Con chi questa società si contende gli stessi clienti
Generato il 19 settembre 2026 con claude-haiku-4-5 — condiviso con tutti gli utenti
PepsiCo è il rivale globale più vicino a Coca-Cola: vende bibite gassate, sport drink, acque e succhi agli stessi supermercati, ristoranti e distributori automatici in tutto il mondo.
Keurig Dr Pepper si scontra direttamente sulle bibite nordamericane, i mixer e le acque aromatizzate con marchi come Dr Pepper, 7UP, Canada Dry e Snapple, contendendosi lo stesso spazio a scaffale e gli stessi contratti alla spina.
Suntory Beverage & Food è il principale rivale di Coca-Cola in Giappone e in altri mercati asiatici su bibite, tè e caffè pronti da bere e acque, reti di distributori automatici comprese.
Nestlé compete nelle acque in bottiglia e funzionali, nei caffè pronti da bere e nelle bevande vegetali, cioè le categorie in cui Coca-Cola si è spinta oltre le bibite gassate.
Danone è un concorrente diretto nelle acque, anche aromatizzate, e nelle bevande vegetali con marchi come evian e Volvic, venduti negli stessi canali della grande distribuzione e dei negozi di prossimità.
Red Bull domina lo scaffale degli energy drink su cui Coca-Cola si gioca la partita con il proprio portafoglio e con la quota in Monster, rivolgendosi agli stessi consumatori giovani e fuori casa.
Stato Patrimoniale e Liquidità
Ricavi
$49.28B
Ultimi 12 mesi (al 03/04/2026)
Utile Netto
$13.70B
Ultimi 12 mesi (al 03/04/2026)
Free Cash Flow
$5.30B
Patrimonio Netto Totale
$32.17B
Passività Totali
$70.54B
Rapporto di Liquidità
1.36
Copertura Interessi
8.81
Debito/EBITDA
2.96
Utile per Azione
Ricavi e Utile Netto
Free Cash Flow
Scomposizione Ricavi
Prospetto storico
Margini nel tempo
Il debito nel tempo
Quanto pesa il debito
Griglia della crescita
Crescita — Ricavi
Stima del Fair Value
Fair Value
$83.01
Prezzo Attuale
$86.17
Margine di Sicurezza
-3.8%
Range Fair Value
$67.37 - $98.64
Intervallo di dispersione tra i metodi di valutazione usati, non una stima statisticamente calibrata.
Metodi di Stima
Metriche di Valutazione
Rapporto P/E
27.07
ROE
40.7%
Rapporto P/B
11.01
P/FCF
29.48
Margine Lordo
61.7%
ROIC
14.0%
Radar Redditività
Creazione di Valore (Vantaggio Competitivo)
ROIC
14.0%
WACC
7.5%
ROIC − WACC
+6.5 pp
Il ROIC supera il costo del capitale: l'azienda sta creando valore per gli azionisti.
Criteri di Analisi Fondamentale
Superati (20)
- EPS shows upward trend
- Price CAGR 7.85%
- ROIC 14.0%
- Gross Margin 61.7%
- P/FCF 29.48
- Debt/Equity ratio
- Operating Margin 29.3%
- Positive Free Cash Flow
- CapEx intensity
- Current Ratio
- Interest Coverage
- Debt/EBITDA
- Return on Tangible Assets
- ROE 43.0%
- Revenue Growth 5Y 7.8%
- Analyst Consensus 77% Buy
- Earnings Quality (OCF/NI) 1.07
- Share Dilution -0.2%
- Net Margin Trend 27.8% vs 23.0%
- Piotroski F-Score 7/9
Non superati (7)
- EPS CAGR 0.94%
- P/B Ratio 11.01
- Low reliance on intangibles
- Price below Graham Number
- DCF valuation (Overvalued)
- Earnings Surprise avg 1.6%
- PEG Ratio 2.36
Non disponibili (1)
- Dividend Payout NaN%
Piotroski F-Score
Salute finanziaria forte
Qualità degli Utili
Alta qualità: utili supportati da cash
Diluizione Azionaria
Riacquisto azioni. Favorevole agli azionisti
Partecipazioni istituzionali
Governance
Team Dirigenziale
| Nome | Ruolo | Età |
|---|---|---|
| Mr. James Robert B. Quincey | Executive Chairman | 60 |
| Mr. Henrique Braun | CEO & Director | 56 |
| Mr. John Murphy | President & CFO | 63 |
| Mr. Manuel Arroyo Prieto | EVP, Chief Marketing & Customer Commercial Officer | 58 |
| Ms. Jennifer Kay Mann J.D. | Senior Advisor | 53 |
| Ms. Erin L. May | Senior VP, Chief Accounting Officer & Controller | 45 |
| Ms. Nancy W. Quan | Executive VP and Global Chief Technical & Innovation Officer | 59 |
| Mr. Todd Beiger | VP & Head of Investor Relations | - |
| Ms. Monica Howard Douglas | Executive VP & Global General Counsel | 52 |
| Ms. Beatriz R. Perez | Executive VP & Global Chief of Communications, Sustainability and Strategic Partnerships Officer | 55 |
Rischio Audit
4
Rischio CdA
9
Rischio Compensi
1
Rischio Diritti Azionisti
4
Parte 2 · Il prezzo e il momento d'ingresso
Questa parte non serve a capire se l'azienda vale: serve a scegliere quando comprarla, dopo che i fondamentali ti hanno convinto. Dentro: analisi tecnica, potenziale, drawdown storici, esposizione gamma.
Documenti
- Vedi documento
Relazione annuale (10-K)
Una panoramica annuale del business, dei risultati finanziari e dei rischi dell'azienda.
Depositato il 2026-02-20
- Vedi documento
Relazione trimestrale (10-Q)
Un aggiornamento sull'andamento finanziario degli ultimi tre mesi.
Depositato il 2026-07-29
- Vedi documento
Comunicazione price-sensitive (8-K)
Una comunicazione su un evento importante, come un cambio ai vertici o un grande annuncio.
Depositato il 2026-07-28
via SEC EDGAR
Storico Ricavi
via SEC EDGAR
Ultime Notizie
Ultime notizie per KO, da Markets Gazette.
- 1d agoPOSITIVECoca Cola valuta IPO divisione indiana di imbottigliamento
Coca-Cola Company is reportedly considering a draft prospectus filing in December for an Initial Public Offering (IPO) of its Indian bottling division. This strategic move suggests Coca-Cola aims to unlock value from its significant operations in India, a rapidly growing market. An IPO would allow the Indian subsidiary to access capital markets independently, potentially funding expansion and operational improvements. Investors may view this as a positive step, potentially leading to a higher overall valuation for Coca-Cola by crystallizing the value of its emerging market assets and improving capital allocation efficiency.
- 16d agoPOSITIVECoca-Cola to invest $10 billion in U.S. growth through 2030, says CFO
Coca-Cola's CFO John Murphy announced a significant $10 billion investment plan for U.S. growth through 2030. This strategic capital allocation underscores the company's commitment to its domestic market and signals confidence in future expansion opportunities. The investment is expected to fuel innovation, enhance distribution networks, and potentially create jobs, all of which are positive indicators for the beverage giant's long-term prospects. Investors will be watching for how this capital is deployed and its impact on market share and profitability.
- 7/28/2026POSITIVEAn extra-caffeinated version of Mr. Pibb is helping Coca-Cola win over cash-strapped shoppers
Coca-Cola's stock is demonstrating resilience, approaching a record high despite broader consumer spending weakness. The company's strategic introduction of value-oriented products, such as an 'extra-caffeinated version of Mr. Pibb,' appears to be resonating with budget-conscious shoppers. This product innovation and pricing strategy are enabling Coca-Cola to gain market share and drive sales volume, positioning the company favorably against competitors. Investors are likely to view this performance as a testament to Coca-Cola's strong brand management and ability to adapt to evolving consumer economic conditions.
- 6/8/2026POSITIVEAbbVie, UnitedHealth, Sabra Health Care And A Consumer Defensive Stock On CNBC's 'Final Trades'
Coca-Cola Company (KO) has been highlighted as a 'Final Trade' by Kevin Simpson, suggesting a positive outlook. Additionally, AbbVie (ABBV) received an upgrade, and Sabra Health Care (SBRA) and UnitedHealth Group (UNH) reported positive results. These developments within the consumer defensive and healthcare sectors indicate potential upside for investors. The positive sentiment surrounding these specific companies, coupled with a favorable mention of Coca-Cola, points to a potentially strong performance for these stocks.
- 4/1/2026POSITIVECoca-Cola To Invest $1 Billion In South Africa Through 2030
The Coca-Cola Company has announced a significant investment of $1 billion into South Africa, with plans to deploy the capital by 2030. This substantial commitment signals strong confidence from the beverage giant in the future demand for its products and the potential for growth in its distribution networks within the region. For investors, this move indicates a positive long-term outlook for Coca-Cola's operations in emerging markets and suggests potential for increased revenue and market share expansion in South Africa.
- 4/1/2026POSITIVECoca-Cola Plans $1 Billion South Africa Investment Through 2030
Coca-Cola Co. and its South African bottling partners are set to invest approximately $1 billion (17.6 billion rand) into domestic operations by 2030. This significant capital injection is earmarked for expanding production capacity and enhancing distribution networks within the country. For investors, this move signals strong confidence in the South African market's growth potential and Coca-Cola's long-term commitment to the region, potentially leading to increased market share and revenue from this key emerging market.
- 3/19/2026NEGATIVECoca-Cola’s $6 Billion Tax Fight: How Transfer Pricing Works
Coca-Cola faces a significant tax dispute with the IRS concerning transfer pricing adjustments, potentially leading to approximately $6 billion in additional taxes and interest. A US Tax Court ruling in 2020 largely favored the IRS, finding that the company under-reported income from its overseas affiliates. Although Coca-Cola is appealing this decision, the substantial tax liability and ongoing legal battle represent a material financial risk. This situation highlights the complexities and potential costs associated with international tax regulations and profit shifting, impacting investor sentiment regarding the company's financial health and future earnings.
- 3/15/2026NEUTRALWhere Will Coca-Cola Stock Be in 5 Years?
Coca-Cola, a global beverage leader, maintains a strong worldwide market position. While the article poses a forward-looking question about its stock performance in five years, it provides no specific financial data, recent performance metrics, or forward guidance. The statement highlights the company's established global presence, a known characteristic that does not offer new insights for immediate investment decisions. Investors seeking actionable information will need more detailed analysis on growth drivers, competitive landscape shifts, or strategic initiatives to form a view on future stock trajectory.
via Markets Gazette