HomeStocksUSS&P 50Coca-Cola (KO)

Coca-Cola (KO) Value Investing Data

🇺🇸 USKO

As of 2026-07-10 · Last updated: 2026-07-12 · Source: SEC EDGAR (10-K), TradingView (price, financials, consensus), stockanalysis (P/E, ROE 5-year), Company IR · Prices & financials updated periodically (not real-time) · Information tool (not investment advice)

Coca-Cola (KO) Financial Health Check
In short: There are some financial points to watch
Does it earn well?
Yes, very strongly
It earns very efficiently on invested capital and keeps a large slice of each sale as profit.
Metrics · ROE 45.8% · Operating Margin 31.8% · Net Margin 27.5%
Will the company survive?
Carries some debt
Debt burden is moderate, so it can be affected by the economic cycle.
Metrics · D/E ~130% · Current Ratio 1.36
Is the price expensive now?
Not cheap (fair to slightly pricey)
Because it is a good, popular company, those expectations are already priced in.
Metrics · P/E 26.3 · P/B 10.7

The #1 global beverage brand, very profitable at ~32% margin and 46% ROE, and a Dividend King (64 years). But debt is ~1.3x equity and sales grow slowly.

Compiled from public financial data. Not a recommendation to buy or sell any security. · Source: TradingView, stockanalysis (margins, debt, liquidity, P/B are TTM), as of 2026-07-10

Business Summary · Key Value Metrics
Nonalcoholic beverage giant selling sodas, water, sports drinks, juices, and coffee in 200+ countries. Owns brands like Coca-Cola, Sprite, Fanta, Minute Maid, and Powerade backed by a global bottler network. TTM revenue $49.8B with a 31.8% operating margin.
Current Price
$83.49
+1.04% +$0.86 · Close 2026-07-10
Analyst Consensus Target (external reference)
$86.81
Avg. of 25 external analysts · stockanalysis (25-analyst consensus, Buy)
P/E (TTM)
26.3x
TTM
ROE
45.8%
TTM
Operating Margin
31.8%
TTM
Net Margin
27.5%
TTM
Dividend Yield
2.54%
64 consecutive years
Market Cap
$359.2B
As of 2026-07-10

Economic Moat · Key Business Segments

Coca-Cola is the world's #1 beverage brand built over 130-plus years, with a cold-chain and bottler network spanning 200-plus countries and real pricing power. A 61.8% gross margin and 31.8% operating margin (TTM) put hard numbers on the moat, and it is a Dividend King that has raised its payout for 64 consecutive years (source: company IR, TradingView).

Brand PowerThe world's #1 beverage brand built over 130-plus years, with overwhelming consumer loyalty and recognition.
Distribution NetworkA cold-chain and bottler network across 200-plus countries that rivals find extremely hard to replicate.
Pricing PowerConsumers are less price-sensitive, letting the company pass inflation through to prices.
Economies of ScaleFixed marketing and logistics costs are spread wide, driving a top-tier 31.8% operating margin.

10-Year Financial Trends

Revenue has grown slowly at roughly +1.5% over nine years, but operating income (+5.3%), net income (+8.1%), and EPS (+8.2%) rose faster thanks to margin gains and share buybacks. In 2025 revenue recovered to $47.9B and operating income to $13.8B (about a 28.8% operating margin). Diluted EPS briefly fell to $0.29 in 2017 on a tax charge, then reached a record $3.04 in 2025 (source: SEC EDGAR 10-K, company IR).

10-Year Growth

Revenue$47.9B · CAGR +1.5%
$47.9B$0.0B20162025
Operating Income$13.8B · CAGR +5.3%
$13.8B$0.0B20162025
EPS$3.04 · CAGR +8.2%
$3.04$0.0020162025

10-Year Valuation

P/E (year-end)23.0x · avg 25.5x
29.4x22.7x20212025
ROE43.3% · avg 40.7%
43.6%37.5%20212025
Operating Margin28.8% · avg 25.0%
29.2%20.4%20162025
📊 Annual Data Table (KO) — expand/collapse
YearRevenue (B$)Op. Income (B$)EPS ($)P/E (x)ROE (%)Op. Margin (%)
201641.98.71.4920.8
201736.27.80.2921.5
201834.39.21.526.8
201937.310.12.0727.1
20203391.7927.3
202138.710.32.2526.342.526.6
20224310.92.1929.137.825.3
202345.811.32.4723.940.224.7
202447.1102.4625.339.621.2
202547.913.83.042343.328.8

Recent Quarterly Operating Income

Quarterly operating income YoY growth:

2021 +17%2022 +11%2023 +7%2024 +3%2025 +2%

9-Year CAGR: Revenue +1.5% · Operating Income +5.3% · Net Income +8.1% · EPS +8.2%

Source: SEC EDGAR 10-K, stockanalysis, company IR. Fiscal year (December year-end) GAAP basis; EPS is diluted. P/E and ROE cover the last 5 years (stockanalysis) due to data limits, while revenue, operating income, EPS, and operating margin cover 10 years.

Mega-Cap Value Metric Comparison

Its 31.8% operating margin far outpaces PepsiCo (about 14%) and Monster (about 24%). Its forward P/E sits above PepsiCo's, marking a premium, and on pure valuation PepsiCo is cheaper (source: TradingView, company filings).

Metric★ KOPEPMNST
Operating Margin31.8%~14%~24%
P/E (TTM)26.3~17~47
Dividend Yield2.57%~3.5%None

P/E and operating margin = TTM · Source: stockanalysis, company filings, 2026-07-10.

Key Risk Factors (from 10-K)

Health Trends A structural decline in soda consumption, requiring diversification into sports drinks, coffee, and water.Source: Company 10-K Risk Factors
Slow Revenue Growth Nine-year revenue CAGR of +1.5% trails inflation, leaving little real growth.Source: SEC EDGAR
FX and High Debt A strong dollar hurts overseas sales, and debt at about 1.3x equity raises interest costs when rates rise.Source: Company IR
✦ ValueCrab Dashboard PreviewKO $83.49 +1.04% · as of 2026-07-10
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Value Investing FAQ (KO)

Q. What are Coca-Cola's (KO) key value-investing metrics?P/E (TTM) 26.3, ROE 45.8%, operating margin 31.8%, net margin 27.5%, dividend yield 2.54%, and a 9-year revenue CAGR of +1.5% (source: stockanalysis, company IR, as of 2026-07-10).
Q. How is Coca-Cola as a dividend stock?As a 'Dividend King' that has raised its dividend for 64 straight years, its payout is very reliable. The current yield is about 2.57% and the payout ratio is in the mid-60% range. (This is informational and not a recommendation to buy or sell.)
Q. Who are the main competitors?PepsiCo (PEP) leads in beverages and Monster (MNST) in energy drinks. Coca-Cola outpaces both on operating margin.

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