1-Star Price
INVESTOR
5-Star Price
INVESTOR
Economic Moat
INVESTOR
Capital Allocation
INVESTOR
We award a wide economic moat rating to Coca-Cola and expect its impressive brand ensemble underpinning pricing power and close retailer relations, coupled with scale benefits stemming from a massive global system, to reinforce its competitive position in the nonalcoholic beverage market and drive excess investment returns.
Founded in 1886, Atlanta-headquartered Coca-Cola is the world’s largest nonalcoholic beverage company, with a strong portfolio of 200 brands covering key categories including carbonated soft drinks, water, sports, energy, juice, and coffee. Together with bottlers and distribution partners, the company sells finished beverage products bearing Coca-Cola and licensed brands through retailers and food-service locations in more than 200 countries and regions globally. Coca-Cola generates around two thirds of its total revenues overseas, with a significant portion from emerging economies in Latin America and Asia.
Morningstar analysts hand-select direct competitors or comparable companies to provide context on the strength and durability of KO’s competitive advantage.
Coca-Cola Co
XNYS: KO
| Monster Beverage Corp
XNAS: MNST
| PepsiCo Inc
XNAS: PEP
| Nestle SA
XSWX: NESN
| |
Price
| 60.47 | 57.25 | 182.35 | 107.16 |
Currency
| USD | USD | USD | CHF |
Change
| +$0.10 (0.17%) | −$0.28 (0.49%) | +$0.25 (0.14%) | +$0.16 (0.15%) |
Market Cap
| 261.51 Bil | 59.92 Bil | 251.22 Bil | 285.91 Bil |
Industry
| Beverages - Non-Alcoholic | Beverages - Non-Alcoholic | Beverages - Non-Alcoholic | Packaged Foods |
Sector
|
Consumer Defensive
|
Consumer Defensive
|
Consumer Defensive
|
Consumer Defensive
|
* Trading data in this section is delayed by at least 15 minutes.
Yes. KO has a forward dividend yield of 3.04%.
See
KO’s full dividends and stock split history
on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks,
to compare the relationship between a stock’s price and how it rewards stockholders through dividends.
The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.
Learn more about dividend yield.
KO’s market cap is 261.51 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares.
It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the
largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.
Learn more about market capitalization.
KO’s stock style is Large Core.
Style is an investment factor that has a meaningful impact on investment risk and returns.
Style is calculated by combining value and growth scores, which are first individually calculated.
High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.
Learn more about style.
KO’s price/sales is 6.04.
Price/sales represents the amount an investor is willing to pay for a dollar generated from
a particular company’s sales or revenues.
KO’s price/forward earnings is 26.64.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates.
The lower the Forward P/E, the cheaper the stock.
KO’s price/book is 10.37.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets,
based on historical, rather than current, valuations. Historical valuations generally do not reflect
a company’s current market value. Value investors frequently look for companies that have low price/book ratios.
See KO’s valuation ratios compared to the Market Index.
KO’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.
Compare KO’s historical performance against its industry peers and the overall market.
