Company Analysis Coca-Cola
1. Summary
Advantages
- Dividends (2.78%) are higher than the sector average (1.45%).
- Current debt level 44.28% is below 100% and has decreased over 5 years from 49.5%.
- The company's current efficiency (ROE=41.86%) is higher than the sector average (ROE=11.75%)
Disadvantages
- Price (72.24 $) is higher than fair price (30.28 $)
- The stock's return over the last year (-5.01%) is lower than the sector average (0%).
Similar companies
2. Share price and performance
2.1. Share price
2.3. Market efficiency
| Coca-Cola | Consumer Discretionary | Index | |
|---|---|---|---|
| 7 days | -4.7% | -4.6% | -0.6% |
| 90 days | -3.6% | 0.7% | 5.7% |
| 1 year | -5% | 0% | 9% |
KO vs Sector: Coca-Cola has significantly underperformed the "Consumer Discretionary" sector by -5.01% over the past year.
KO vs Market: Coca-Cola has significantly underperformed the market by -13.98% over the past year.
Stable price: KO is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.
Long period: KO with weekly volatility of -0.0963% over the past year.
3. Summary of the report
4. Fundamental Analysis
4.1. Stock price and price forecast
Above fair price: The current price (72.24 $) is higher than the fair price (30.28 $).
Price is higher than fair: The current price (72.24 $) is 58.1% higher than the fair price.
4.2. P/E
P/E vs Sector: The company's P/E (25.21) is lower than that of the sector as a whole (52.44).
P/E vs Market: The company's P/E (25.21) is lower than that of the market as a whole (61.83).
4.2.1 P/E Similar companies
4.3. P/BV
P/BV vs Sector: The company's P/BV (10.16) is higher than that of the sector as a whole (4.04).
P/BV vs Market: The company's P/BV (10.16) is lower than that of the market as a whole (20.82).
4.3.1 P/BV Similar companies
4.4. P/S
P/S vs Sector: The company's P/S indicator (5.69) is higher than that of the sector as a whole (3.2).
P/S vs Market: The company's P/S indicator (5.69) is lower than that of the market as a whole (16).
4.4.1 P/S Similar companies
4.5. EV/Ebitda
EV/Ebitda vs Sector: The company's EV/Ebitda (19.08) is higher than that of the sector as a whole (2.63).
EV/Ebitda vs Market: The company's EV/Ebitda (19.08) is lower than that of the market as a whole (27.04).
5. Profitability
5.1. Profitability and revenue
5.2. Earnings per share - EPS
5.3. Past profitability Net Income
Yield Trend: Rising and has grown by 7.43% over the last 5 years.
Earnings Slowdown: The last year's return (0%) is below the 5-year average return (7.43%).
Profitability vs Sector: The return for the last year (0%) exceeds the return for the sector (-6.52%).
5.4. ROE
ROE vs Sector: The company's ROE (41.86%) is higher than that of the sector as a whole (11.75%).
ROE vs Market: The company's ROE (41.86%) is lower than that of the market as a whole (43%).
5.5. ROA
ROA vs Sector: The company's ROA (10.72%) is higher than that of the sector as a whole (8.74%).
ROA vs Market: The company's ROA (10.72%) is lower than that of the market as a whole (23.28%).
5.6. ROIC
ROIC vs Sector: The company's ROIC (16.88%) is higher than that of the sector as a whole (7.62%).
ROIC vs Market: The company's ROIC (16.88%) is higher than that of the market as a whole (9.2%).
7. Dividends
7.1. Dividend yield vs Market
High yield: The dividend yield of the company 2.78% is higher than the average for the sector '1.45%.
7.2. Stability and increase in payments
Dividend stability: The company's dividend yield 2.78% has been steadily paid over the past 7 years, DSI=0.93.
Weak dividend growth: The company's dividend yield 2.78% has been growing weakly or stagnant over the past 5 years. Growth over only 0 years.
7.3. Payout percentage
Dividend Coverage: Current payments from income (78.63%) are at a comfortable level.
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