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Coca-Cola Co.

KOConsumer Staples

Generated Aug 19, 2026, 11:14 PM UTC

analytical score 6

KO (Coca-Cola Co.) analytical snapshot. Revenue grew +1.9% YoY to $47.94B. 5-year revenue CAGR +4.4%; 10y CAGR +1.5%. Net margin at 27.34% (expanding ▲). Market cap $388.73B at $90.35 per share. Trailing P/E 29.72, P/S 8.11, P/B 11.56. EV/Operating income ≈ 30.13 (EV $414.65B). Risk: Moderate. Macro: Risk-on · Supportive. Composite analytical score 6 (data confidence 82%). Descriptive analytics from public filings — not investment advice.

Market cap

$388.73B

4.30B shares

Price

$90.35

NYQ

P/E (ttm)

29.72

Revenue (FY)

$47.94B

YoY +1.9%

Net margin

27.34%

▲ 5.15pp

Free cash flow

$5.30B

11.05% margin

Risk level

Moderate

Free SEC analysis

— computed from SEC filings, free to read

Free previewRegulatory Analyst

Filings & Ownership

Regulatory Analyst

score 0Stable

80% conf

Latest annual report (10-K) filed Feb 20, 2026. Latest quarterly report (10-Q) filed Jul 29, 2026. 9 recent 8-K material-event filings in the index.

Latest annual report (10-K) filed Feb 20, 2026.
Latest quarterly report (10-Q) filed Jul 29, 2026.
9 recent 8-K material-event filings in the index.
Recent insider Form 4s: 0 buy vs 9 sell transactions — net selling $75.3M.
~10,000+ recent 13F-HR filings reference Coca-Cola Co.; broad institutional reporting.
Recent filers include BERKSHIRE HATHAWAY INC (BRK-A, BRK-B), BERKSHIRE HATHAWAY INC (BRK-A, BRK-B), BERKSHIRE HATHAWAY INC (BRK-A, BRK-B).
1 recent 13D activist/beneficial-ownership filings — potential catalyst.
19 recent 13G passive institutional ownership notices.

Latest 10-K

Feb 20, 2026

Annual report

Latest 10-Q

Jul 29, 2026

8-K (recent)

Insider net

-$75.3M

0B/9S

13F filers

10k+

Activist 13D

Recent 13F institutional filers (SEC EDGAR full-text)

Filer	Form	Filed
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B)	13F-HR	Aug 14, 2026
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B)	13F-HR	May 15, 2025
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B)	13F-HR	Feb 17, 2026
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B)	13F-HR	May 15, 2026
BERKSHIRE HATHAWAY INC (BRK-A, BRK-B)	13F-HR	Feb 14, 2022

Recent insider Form 4 activity

Insider	Date	Net	Buys/Sells
Ray Sanket	Aug 11, 2026	-$861.4K	0/1
Ortega Luisa	Aug 7, 2026	-$4.8M	0/2
MURPHY JOHN	Aug 3, 2026	-$13.3M	0/1
Quincey James	Jul 30, 2026	-$47.5M	0/2
Pietracci Bruno	Jul 29, 2026	-$6.8M	0/2
MANN JENNIFER K	Jun 12, 2026	-$2.0M	0/1

Recent 8-K material events

Date	Form	Description
Jul 28, 2026	8-K	8-K
Jul 16, 2026	8-K	8-K
Jun 25, 2026	8-K	Material current event
May 1, 2026	8-K	8-K
Apr 28, 2026	8-K	8-K
Feb 20, 2026	8-K	8-K
Feb 10, 2026	8-K	8-K
Jan 14, 2026	8-K	Material current event

Insider Form 4 sentiment (transactions)

Buys: 0

Sells: 9

Buys

Sells

Sources:SEC EDGAR — Company Filings SEC EDGAR — Full-Text Search

Free previewSEC Filing Analyst

SEC Filing Deep-Analysis

SEC Filing Analyst

score -4Stable

68% conf

1 watch item(s) detected from XBRL filing diff analysis. No significant implicit signals detected in the latest filing. Key metrics are changing within normal ranges — the filing appears consistent with prior-period patterns.

NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
Endogenous analysis: No significant implicit signals detected in the latest filing. Key metrics are changing within normal ranges — the filing appears consistent with prior-period patterns.
20 disclosure(s) dropped from prior year — reduced reporting granularity.
1 new risk-language term(s) detected in filing text: Off-balance sheet arrangements.

Revenue

$47.94B

+1.9% YoY

Gross profit

$29.54B

+2.8% YoY

Operating income

$13.76B

+37.7% YoY

Net income

$13.11B

+23.3% YoY

Operating cash flow

$7.41B

+8.9% YoY

Capex

$2.11B

+2.3% YoY

Total assets

$104.82B

+4.2% YoY

Long-term debt

$37.51B

+2.0% YoY

Filing quality score

65/100

stable

SEC XBRL metric changes (latest annual vs prior)

Metric	Prior year	Latest year	Change	% Change
Revenue	$47.06B	$47.94B	$880.0M	+1.9%
Gross profit	$28.74B	$29.54B	$807.0M	+2.8%
Operating income	$9.99B	$13.76B	$3.77B	+37.7%
Net income	$10.63B	$13.11B	$2.48B	+23.3%
Operating cash flow	$6.80B	$7.41B	$603.0M	+8.9%
Capex	$2.06B	$2.11B	$48.0M	+2.3%
Total assets	$100.55B	$104.82B	$4.27B	+4.2%
Long-term debt	$36.78B	$37.51B	$731.0M	+2.0%
Cash & equivalents	$10.83B	$10.27B	$-558.0M	-5.2%
Stockholders equity	$24.86B	$32.17B	$7.31B	+29.4%
Inventory	$4.73B	$4.42B	$-303.0M	-6.4%
Accounts receivable	$3.57B	$3.04B	$-531.0M	-14.9%
SG&A expense	$14.58B	$14.52B	$-61.0M	-0.4%
Interest expense	$1.66B	$1.65B	$-2.0M	-0.1%

XBRL disclosure changes (new vs dropped concepts)

Type	Concepts
Removed	AccountsPayableTradeCurrent, AccountsReceivableSale, AccruedMarketingCostsCurrent, AdvertisingExpense, AllocatedShareBasedCompensationExpense, AntidilutiveSecuritiesExcludedFromComputationOfEarningsPerShareAmount, AssetImpairmentCharges, BusinessCombinationContingentConsiderationLiability, BusinessExitCosts1, CurrentFederalTaxExpenseBenefit

Risk language in filing text (EDGAR full-text search)

Term	Severity	Recent	Prior	Status
Impairment charge	medium	5	8	Ongoing
Restructuring	medium	5	8	Ongoing
Off-balance sheet arrangements	medium	5	0	NEW
Related party transactions	low	5	0	NEW

Filing signal breakdown

Red flags: 0

Positive: 0

Watch: 1

Red flags

Positive

Watch

Sources:SEC EDGAR — Company Facts (XBRL)SEC EDGAR — Financial Reports

Free previewFundamentals Analyst

Fundamentals

Fundamentals Analyst

score 40Improving

80% conf

Revenue grew +1.9% YoY to $47.94B. 5-year revenue CAGR +4.4%; 10y CAGR +1.5%. Net margin at 27.34% (expanding ▲).

Revenue grew +1.9% YoY to $47.94B.
5-year revenue CAGR +4.4%; 10y CAGR +1.5%.
Net margin at 27.34% (expanding ▲).
Return on equity 40.74%, ROA 12.50%, ROIC 42.78%.
Gross margin 61.63%, operating margin 28.71%.
Free cash flow margin 11.05% ($5.30B).
Net income up ▲ +23.3% YoY.
Debt/equity 1.09, current ratio 1.36, net debt $25.92B.
Asset turnover 0.46 — capital efficiency.

Revenue (FY)

$47.94B

YoY +1.9%

Net margin

27.34%

▲ 5.15pp

ROE

40.74%

ROA 12.50%

ROIC

42.78%

EPS (diluted)

$3.04

FY2025

Free cash flow

$5.30B

11.05% margin

Debt / equity

1.09

Cash $10.57B

Current ratio

1.36

Equity $33.63B

Annual fundamentals — up to 10 years (SEC 10-K, US-GAAP)

FY	Revenue	Rev YoY	Gross%	Op%	Net%	FCF	ROE%
2024	$47.06B	+2.9%	61.06	21.23	22.59	$4.74B	42.77
2025	$47.94B	+1.9%	61.63	28.71	27.34	$5.30B	40.74

Quarterly revenue trend (last 6 quarters, SEC 10-Q)

Quarter end	Revenue	YoY	QoQ	Net margin
Jun 28, 2024	$12.36B	—	—	19.50%
Sep 27, 2024	$11.85B	—	-4.1%	24.03%
Mar 28, 2025	$11.13B	—	-6.1%	29.92%
Jun 27, 2025	$12.54B	—	+12.6%	30.39%
Sep 26, 2025	$12.46B	—	-0.6%	29.67%
Apr 3, 2026	$12.47B	—	+0.1%	31.46%

Sources:SEC EDGAR — Company Facts (XBRL)

+8 more years of history, charts & full breakdown Pro

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— score, signals & key metrics shown; full reasoning locked

Valuation

Valuation Analyst

score -60Deteriorating

95% conf

Market cap $388.73B at $90.35 per share. Trailing P/E 29.72, P/S 8.11, P/B 11.56. EV/Operating income ≈ 30.13 (EV $414.65B).

Market cap $388.73B at $90.35 per share.

Market cap

$388.73B

4.30B shares

P/E (ttm)

29.72

P/S

8.11

P/B

11.56

$414.65B

Intrinsic (DCF)

$21.17

-76.6% vs price

ProFull breakdown & reasoning locked

Price & Technicals

Technical Analyst

score 65Improving

85% conf

Price $90.35 — uptrend (above 200-DMA); 1-month momentum positive. RSI(14) 61.18.

Price $90.35 — uptrend (above 200-DMA); 1-month momentum positive.

Price

$90.35

NYQ

RSI(14)

61.18

50-DMA

$83.98

200-DMA

$77.27

Volatility (ann.)

18.74%

52w range

$65.35–$90.92

-0.6% from high

ProFull breakdown & reasoning locked

Macro & Rates

Macro Analyst

score 30Improving

80% conf

Risk-on · Supportive. Real GDP growth 1.50% (quarterly, as of Apr 1, 2026). CPI inflation +3.3% YoY. Fed funds rate 3.63%, 10Y Treasury 4.71%.

Market regime: Risk-on · Supportive.

GDP growth

1.50%

CPI (YoY)

+3.3%

Fed funds

3.63%

10Y yield

4.71%

10Y−2Y

0.46pp

Unemployment

4.10%

ProFull breakdown & reasoning locked

Risk Scorecard

Risk Analyst

score -6Stable

83% conf

Composite risk Moderate. Leverage debt/equity 1.09 (moderate). Liquidity current ratio 1.36 (adequate).

Composite risk: Moderate.

Risk level

Moderate

Debt / equity

1.09

Current ratio

1.36

Margin stdev

5.87pp

Cash / assets

10.15%

Liab / assets

—

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Macro exposure

Defensive · Low sensitivity

Neutral

Macro regime: Risk-on · Supportive. Coca-Cola Co. is a defensive name (low macro sensitivity) — a supportive backdrop, though defensives lag risk-on tapes.

Macro regime

Risk-on · Supportive

Yield curve

Normal

VIX

15.84

Fed funds

3.63%

CPI YoY

+3.3%

Analytical read

deterministic preview

Revenue grew **+1.9%** YoY to $47.94B..

Risk

Moderate

Macro regime

Risk-on · Supportive

Macro exposure

Neutral

Descriptive analytics from public filings and macro data — not investment advice.

Open analytical workspace

Peer comparison

Defensive group

How KO stacks up against tracked peers with similar macro sensitivity — by analytical score and macro exposure.

Company	Score	Macro
DexCom Inc. DXCM	21	Neutral
Bristol-Myers Squibb BMY	19	Neutral
Eli Lilly & Co. LLY	17	Neutral
HCA Healthcare HCA	9	Neutral
Gilead Sciences GILD	8	Neutral
Johnson & Johnson JNJ	8	Neutral
Abbott Laboratories ABT	7	Neutral
Biogen Inc. BIIB	7	Neutral
Intuitive Surgical Inc. ISRG	7	Neutral
Coca-Cola Co. KO● you	6	Neutral
Thermo Fisher Scientific TMO	3	Neutral
Regeneron Pharmaceuticals REGN	3	Neutral
Danaher Corp. DHR	1	Neutral
Merck & Co. MRK	0	Neutral
Zoetis Inc. ZTS	0	Neutral
Illumina Inc. ILMN	0	Neutral
Vertex Pharmaceuticals VRTX	0	Neutral
Colgate-Palmolive CL	-2	Neutral
AbbVie Inc. ABBV	-5	Neutral
Procter & Gamble PG	-7	Neutral
CVS Health Corp. CVS	-8	Neutral
Mondelez International MDLZ	-10	Neutral
Amgen Inc. AMGN	-10	Neutral
Cigna Group CI	-11	Neutral
Kroger Co. KR	-12	Neutral
Costco Wholesale COST	-14	Neutral
Walmart Inc. WMT	-14	Neutral
Pfizer Inc. PFE	-15	Neutral
PepsiCo Inc. PEP	-16	Neutral
Sysco Corp. SYY	-16	Neutral
Hershey Co. HSY	-17	Neutral
Kimberly-Clark Corp. KMB	-18	Neutral
Moderna Inc. MRNA	-21	Neutral
UnitedHealth Group UNH	-25	Neutral