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Upturn AI SWOT - About
KO 
The Coca-Cola Company (KO)
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Upturn Advisory Summary
03/27/2025: KO (3-star) is a STRONG-BUY. BUY since 34 days. Profits (11.63%). Updated daily EoD!
Upturn Star Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
AI Based Fundamental Rating
Moderate Performance
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Analysis of Past Performance
Type Stock | Historic Profit 19.26% | Avg. Invested days 52 | Today’s Advisory Strong Buy |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 03/27/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 308.22B USD | Price to earnings Ratio 29.11 | 1Y Target Price 74.72 |
Price to earnings Ratio 29.11 | 1Y Target Price 74.72 | ||
Volume (30-day avg) 19657556 | Beta 0.57 | 52 Weeks Range 56.25 - 72.68 | Updated Date 03/31/2025 |
52 Weeks Range 56.25 - 72.68 | Updated Date 03/31/2025 | ||
Dividends yield (FY) 2.90% | Basic EPS (TTM) 2.46 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 22.59% | Operating Margin (TTM) 25.81% |
Management Effectiveness
Return on Assets (TTM) 9.02% | Return on Equity (TTM) 39.55% |
Valuation
Trailing PE 29.11 | Forward PE 23.81 | Enterprise Value 332792996560 | Price to Sales(TTM) 6.55 |
Enterprise Value 332792996560 | Price to Sales(TTM) 6.55 | ||
Enterprise Value to Revenue 7.07 | Enterprise Value to EBITDA 21.04 | Shares Outstanding 4303569920 | Shares Floating 3868319755 |
Shares Outstanding 4303569920 | Shares Floating 3868319755 | ||
Percent Insiders 9.87 | Percent Institutions 64.68 |
Analyst Ratings
Rating 4.2 | Target Price 72.97 | Buy 7 | Strong Buy 12 |
Buy 7 | Strong Buy 12 | ||
Hold 5 | Sell 1 | Strong Sell - | |
Strong Sell - |
Upturn AI SWOT
The Coca-Cola Company
Company Overview
History and Background
The Coca-Cola Company was founded in 1886 by John Pemberton in Atlanta, Georgia. Initially a medicinal syrup, it evolved into a globally recognized beverage brand through strategic marketing, distribution, and brand acquisitions.
Core Business Areas
- Beverages: Manufactures, distributes, and markets non-alcoholic beverages, including sparkling soft drinks, water, enhanced water, and sports drinks; juice, dairy, and plant-based beverages; tea and coffee; and energy drinks.
- Bottling Investments: The Company also owns bottling operations which includes finished branded beverage products to retail stores, wholesalers and distributors.
Leadership and Structure
James Quincey serves as Chairman and CEO. The company operates with a geographical and functional organizational structure, dividing operations into global ventures, operating units, and corporate functions.
Top Products and Market Share
Key Offerings
- Coca-Cola: The flagship product and a globally recognized soft drink. Competitors include Pepsi (PEP), Keurig Dr Pepper (KDP), and other cola brands. The Coca-Cola brand alone accounts for a significant portion of Coca-Cola's revenue. Market share varies by region, but it is generally a market leader in the cola category.
- Dasani: A brand of bottled water. Competitors include Aquafina (PEP) and Nestle Pure Life. Bottled water is a growing segment, and Dasani holds a strong position.
- Diet Coke/Coca-Cola Zero Sugar: Low-calorie cola options. Competitors include Pepsi Zero Sugar and other diet cola brands. These products cater to health-conscious consumers and contribute substantially to overall sales.
- Fanta: A range of fruit-flavored soft drinks. Competitors include various regional fruit soda brands. Fanta is popular in many international markets.
- Minute Maid: A Juice beverage. Competitors include Tropicana (Owned by PAI Partners) and other juice brands.
- Sprite: A lemon-lime flavored soft drink. Competitors include 7-Up (KDP) and other lemon-lime sodas. Sprite holds a significant market share in its category.
Market Dynamics
Industry Overview
The non-alcoholic beverage industry is highly competitive, with major players vying for market share through innovation, marketing, and distribution. Trends include a focus on healthier options, sustainable packaging, and direct-to-consumer sales.
Positioning
The Coca-Cola Company holds a dominant position due to its strong brand recognition, extensive distribution network, and effective marketing strategies. Its competitive advantages include brand loyalty, global reach, and product diversification.
Total Addressable Market (TAM)
The global non-alcoholic beverages market is estimated to reach over $1 trillion in the coming years. KO is well-positioned to capture a significant portion of this TAM due to its existing market share, global reach, and brand portfolio.
Upturn SWOT Analysis
Strengths
- Global Brand Recognition
- Extensive Distribution Network
- Strong Marketing Capabilities
- Diversified Product Portfolio
- High Brand Loyalty
Weaknesses
- Dependence on Carbonated Soft Drinks
- Health Concerns Associated with Sugar Content
- Currency Exchange Rate Fluctuations
- Exposure to Water Scarcity Risks
Opportunities
- Expanding into Emerging Markets
- Developing Healthier Beverage Options
- Acquiring Smaller Beverage Companies
- Innovating Packaging and Distribution
- Leveraging Digital Marketing
Threats
- Changing Consumer Preferences
- Increasing Competition
- Regulatory Scrutiny Regarding Sugar Content
- Economic Downturns
- Geopolitical Instability
Competitors and Market Share
Key Competitors
- PEP
- KDP
- MNST
Competitive Landscape
The Coca-Cola Company maintains a competitive advantage through brand recognition and distribution. However, competitors are gaining ground through innovation and targeted marketing.
Major Acquisitions
BodyArmor
- Year: 2021
- Acquisition Price (USD millions): 5600
- Strategic Rationale: Expansion into the sports drink market and diversification beyond traditional soft drinks. To go head to head with PepsiCo's Gatorade beverage.
Growth Trajectory and Initiatives
Historical Growth: The Coca-Cola Company has demonstrated consistent growth over the past decade, driven by global expansion, product innovation, and strategic acquisitions.
Future Projections: Analysts project continued growth in revenue and earnings, driven by emerging markets and expansion into new beverage categories.
Recent Initiatives: Recent initiatives include expanding into healthier beverage options, investing in sustainable packaging, and streamlining supply chain operations.
Summary
The Coca-Cola Company is a strong, globally recognized brand with an extensive distribution network. It has consistent revenue and is a strong dividend payer. The company should focus on health beverage and sugar alternatives to maintain future growth and navigate market challenges.
Similar Companies
- PEP
- KDP
- MNST
- CSEP
Sources and Disclaimers
Data Sources:
- Company Filings (10-K, 10-Q)
- Industry Reports (e.g., IBISWorld, Statista)
- Analyst Estimates (e.g., Reuters, Bloomberg)
- Company Press Releases
Disclaimers:
This analysis is for informational purposes only and should not be considered financial advice. Market conditions and company performance are subject to change. Consult with a qualified financial advisor before making investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About The Coca-Cola Company
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 1919-09-05 | Chairman & CEO Mr. James Robert B. Quincey | ||
Sector Consumer Defensive | Industry Beverages - Non-Alcoholic | Full time employees 69700 | Website https://www.coca-colacompany.com |
Full time employees 69700 | Website https://www.coca-colacompany.com | ||
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other 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 Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, dogadan, 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, and Simply brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.
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