KO
The Coca-Cola CompanyConsumer DefensiveBeverages - Non-AlcoholicQuality
$79.98 · 15min delay
β 0.36A high-quality mega-cap compounder trading at a premium valuation. Frameworks sharply disagree on it.
52-wk low $65.3552-wk high $82.00
Mkt Cap
$344.11B
P/E
—
PEG
4.02
P/B
10.23
Dividend
2.70%
ROE
43.4%
About the business
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.
Who would buy KO?
Consensus 23/100 · Mixed · Investors are split.
1 6 8
Endorses
· 1 framework- Joel Greenblatt· Magic Formula100/100
ROE > 20% 43.4% clears "> 20.0%".
Rejects
· 3 frameworks- Seth Klarman· Klarman Margin of Safety0/100
FCF Yield > 7% is 0.9% — fails "> 7.0%".
- Benjamin Graham
Insider activity · Negative
Insider selling outweighs buying
Strength 70/100
7 insiders sold $99.9M on a discretionary basis. Discretionary selling carries more signal than planned disposals, but insiders sell for many non-thesis reasons (taxes, diversification, life events) — do not over-read it. Over the 6M window, insiders are net buyers by 152,880 shares.
In Prism's context
Insider selling on a mature quality name is often compensation-driven and should not over-rotate a thesis built on durable cash flows — though concentrated discretionary selling is always worth flagging.
| Insider | Role | Type | Date | Shares | Avg price | Value | Own |
|---|---|---|---|---|---|---|---|
| QUINCEY JAMES R. | Chairman of the Board | Open-market sell | May 7, 2026 | 200,000 | $78.90 | $15.78M | Direct |
| DOUGLAS MONICA HOWARD | Officer | Open-market sell | Mar 9, 2026 | 23,880 | $77.37 | $1.85M | Direct |
| PIETRACCI BRUNO | Divisional Officer | Open-market sell | Mar 3, 2026 | 28,765 | $79.41 | $2.28M | Direct |
| QUINCEY JAMES R. | Chief Executive Officer | Open-market sell | Mar 3, 2026 | 250,688 | $79.14 | $19.84M | Direct |
| QUAN NANCY W | Officer | Open-market sell | Mar 3, 2026 | 23,556 | $79.50 | $1.87M | Direct |
| MURPHY JOHN | President | Open-market sell | Mar 2, 2026 | 72,449 | $80.52 | $5.83M | Direct |
| PEREZ BEATRIZ R | Officer | Open-market sell | Feb 27, 2026 | 21,326 | $81.00 | $1.73M | Direct |
| PEREZ BEATRIZ R | Officer | Option exercise | Feb 27, 2026 | 21,326 | $44.48 | $948K | Direct |
| MAY ERIN L | Officer | Award / grant | Feb 26, 2026 | 7,440 | $0.00 | $0 | Direct |
| PEREZ BEATRIZ R | Officer | Open-market sell | Feb 26, 2026 | 36,326 | $80.69 | $2.93M | Direct |
| PEREZ BEATRIZ R | Officer | Option exercise | Feb 26, 2026 | 36,326 | $44.87 | $1.63M | Direct |
| DOUGLAS MONICA HOWARD | Officer | Open-market sell | Feb 25, 2026 | 20,000 | $80.16 | $1.60M | Direct |
| MURPHY JOHN | President | Open-market sell | Feb 25, 2026 | 99,437 | $80.42 | $8.00M | Direct |
| MURPHY JOHN | President | Option exercise | Feb 25, 2026 | 99,437 | $40.89 | $4.07M | Direct |
| DOUGLAS MONICA HOWARD | Officer | Award / grant | Feb 19, 2026 | 39,807 | $0.00 | $0 | Direct |
| BRAUN HENRIQUE GNANI | Chief Operating Officer | Award / grant | Feb 19, 2026 | 65,317 | $0.00 | $0 | Direct |
| PIETRACCI BRUNO | Divisional Officer | Award / grant | Feb 19, 2026 | 49,759 | $0.00 | $0 | Direct |
| MAY ERIN L | Officer | Award / grant | Feb 19, 2026 | 15,855 | $0.00 | $0 | Direct |
| ORTEGA LUISA | Divisional Officer | Award / grant | Feb 19, 2026 | 26,870 | $0.00 | $0 | Direct |
| QUINCEY JAMES R. | Chief Executive Officer | Award / grant | Feb 19, 2026 | 335,913 | $0.00 | $0 | Direct |
| MURPHY JOHN | President | Award / grant | Feb 19, 2026 | 130,633 | $0.00 | $0 | Direct |
| MANN JENNIFER K | Officer | Award / grant | Feb 19, 2026 | 46,654 | $0.00 | $0 | Direct |
| ARROYO MANUEL | Officer | Award / grant | Feb 19, 2026 | 74,647 | $0.00 | $0 | Direct |
| QUAN NANCY W | Officer | Award / grant | Feb 19, 2026 | 39,191 | $0.00 | $0 | Direct |
| CHANG LISA VIRGINIA | Officer | Award / grant | Feb 19, 2026 | 39,807 | $0.00 | $0 | Direct |
| PEREZ BEATRIZ R | Officer | Award / grant | Feb 19, 2026 | 29,859 | $0.00 | $0 | Direct |
| QUINCEY JAMES R. | Chief Executive Officer | Open-market sell | Feb 3, 2026 | 337,824 | $77.10 | $26.05M | Direct |
| QUINCEY JAMES R. | Chief Executive Officer | Option exercise | Feb 3, 2026 | 337,824 | $40.89 | $13.81M | Direct |
| QUAN NANCY W | Officer | Open-market sell | Nov 17, 2025 | 31,625 | $71.17 | $2.25M | Direct |
| QUAN NANCY W | Officer | Option exercise | Nov 17, 2025 | 31,625 | $43.44 | $1.37M | Direct |
| ARROYO MANUEL | Officer | Open-market sell | Nov 14, 2025 | 139,689 | $70.80 | $9.89M | Direct |
Insider activity from Yahoo Finance (quoteSummary: insiderTransactions + netSharePurchaseActivity). Cached 6 hours. · Insiders hold 9.9% of shares outstanding.
Net 6M: +152,880 sh
Price history
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Drag across the chart to select a custom period — all analysis below refocuses to that window.
What this means: Price near 52-week highs despite weak framework scores — market enthusiasm is running ahead of the fundamentals most legends look at.
What would KO do to your portfolio?
Add The Coca-Cola Company at a hypothetical weight and Prism recalculates your whole book:
Risk metrics
Sharpe, Sortino, volatility, max drawdown, beta — before and after.
Sector concentration
How much this shifts your top sector weight and overall diversification.
Archetype tilt
Whether this leans your book more toward Quality, Value, Growth, Deep Value, Income, or Momentum.
KO is currently tagged:QualityFails criteria (23/100)
Portfolio analytics are part of the member experience.
Sign in to run this simulationProbabilistic recommendation· rec-v1.0.0-2026-04
The Coca-Cola Company · KO
KO: 50% estimated probability of outperforming over the next 12M window. 2 of 6 signal families mixed (medium confidence). Strongest support: ROE 43%. Main risk to monitor: 44% above fair value.
Outperform prob.
50%
vs S&P 500 · 12M
Expected return
-5.1% → +18.9%
mid +6.9% / yr
Downside (p20)
-6.3%
stress -12.5%
Data quality
95/100
Excellent
Prism Score
Probabilistic research output, not financial advice. Prism recommendations are based on available data, historical relationships, and model assumptions. They do not guarantee future returns. Conduct independent due diligence before any investment decision.
Backtested and similar-setup statistics may be affected by survivorship bias, look-ahead bias, overfitting, transaction costs, liquidity constraints, and data limitations. Probability estimates are anchored heuristics — not validated forecasts — until the walk-forward backtest pipeline is in place.
Prism Score
Composite 55/100. Strongest contribution from quality; weakest from valuation. Risk patterns shaved 2 points off the composite.
Composite
55
/ 100
Deep valueval.
23/ 100
P/B 10.23× · FCF yield 0.9%
Margin of safetyval.
16/ 100
44% above fair value
Bull · base · bear scenarios
Three plausible paths over a 5-year horizon.
Indicative only. Probabilities are model-implied weights for stress-testing — not forecasts.
Bull
~25%$72.29
-2.0% / yr (5y)
Operating leverage kicks in or a new product line scales — margins inflect higher, growth steps up by 200–400 bps, and the multiple re-rates as the durability becomes obvious to a wider audience.
Drivers
- • Margin expands by 200–400 bps from 35%
- • Top-line accelerates 300–500 bps above current
- • Multiple re-rates one full turn higher
Base
~55%$55.61
-7.0% / yr (5y)
Business continues to compound at recent rates — 35% operating margin holds, 12% top-line growth persists, capital allocation stays disciplined. Multiple stays roughly where it is.
Global value comparison
The Coca-Cola Company vs sector medians — GCC, MENA, and Global ex-US.
Sector: Consumer Defensive. MENA-aware investors can sanity-check whether the US name is offering value relative to regional peers.
| Metric | KO | GCC median | MENA median | Global ex-US |
|---|---|---|---|---|
| P/E (TTM) | — | 18.0× | 15.0× | 17.0× |
| P/B | 10.23× | 3.50× | 2.80× | 3.20× |
| Dividend yield | 2.70% | 3.20% | 2.80% | 2.60% |
| ROE | 43.4% |
Earnings reaction explainer
KO missed by -7.8%.
Reported EPS $0.86 vs $0.93 expected — a manageable miss. Whether it matters depends on cause: input-cost pressure or one-off charges shrug off; demand softness compounds. Trailing operating margin: 35.1%.
- Quality investorsNegative
A miss without a clear one-off cause raises questions about the durability of the margin structure.
- Growth investorsNegative
Decelerating growth + a miss is the pattern that resets multiples — even a small miss matters when the prior multiple was full.
- Value investorsNeutral
Read the cause carefully — input costs are forgiveable, demand softness is not.
News & events
Next earnings
Tue, Jul 21 · consensus EPS $0.93 · last actual $0.86
Key Metrics at a Glance
P/E Ratio (TTM)
N/A
PEG Ratio
4.02
P/B Ratio
10.23
EPS Growth
18.2%
Revenue Growth
12.1%
Debt / Equity
1.25
Net Cash / Share
$-7.16
Return on Equity
43.4%
Gross Margin
61.7%
Operating Margin
35.1%
FCF / Share
$0.73
Current Ratio
1.36