KO

ACCE-researched
Coca-Cola Company (The) Common Stock
Consumer Defensive · Beverages - Non-Alcoholic · NYSE · United States
$88.25+0.22%
Market cap $379.7BNext earnings 2026-10-20Updated Sep 19, 2026
FAIR VALUE · CONSENSUS
$88.25+0.0%
confidence-weighted across 5 of 6 models
Now $88.25
$88.25
$22.61$59.48
AvoidSilver67
Price vs fair value
111.0% above
-52.6% to fair value
ACCE score
69
out of 100
Analysts
85% buy
26 covering
P/E
26.5x
forward 25.0x
1-year return
+32.8%
Dividend yield
2.40%
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Overview

Investor warnings · 4 flags
  • high
    Elevated valuation metrics
    Forward P/E 25.7 and EV/EBITDA 20.2 leave little margin of safety for a low-growth (4.6% 5y CAGR) consumer staple.
  • high
    Heavy insider selling
    Last 10 disclosed transactions show $23.91M in sales, zero buys - consistent one-sided distribution by insiders.
  • moderate
    High leverage ratio
    Debt/Equity of 1.41 is elevated; rising rates increase refinancing risk on KO's substantial debt load.
  • moderate
    Low ACCE value score
    Value sub-score of 39/100 signals the stock is priced expensively relative to fundamentals at current levels.
Reports in 29 days, last quarter beat by 0.1%.

Walk me through this stock

Plain-English pros, cons, and what to watch. Pro feature.

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Price

+33.3% · 1Y

Valuation

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Full valuation engine INVESTOR FEATURE

Six independent models converge on one confidence-weighted fair value, with full methodology and editable assumptions.

  • +All six models: DCF, P/E and EV/EBITDA comps, Graham, dividend discount, residual income
  • +Scenario bands, sensitivity tornado, and the 5-year historical valuation range
  • +Editable DCF workbench with saved scenarios

Quality

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Quality and conviction INVESTOR FEATURE

The full quality picture: conviction breakdown, earnings quality, score history, and backtested returns.

  • +Conviction score breakdown and earnings-quality grade
  • +Growth / value / quality / momentum component scores
  • +90-day score history and score-threshold backtests

Analysts

Wall Street consensus

Bullish85% buy · 26 covering analysts
Strong buy 14 Buy 8 Hold 3 Sell 1 Strong sell 0
Analyst intelligence INVESTOR FEATURE

The full analyst picture: the price-target distribution against the current price, forward consensus estimates, and how ACCE's own models compare.

  • +Price-target low / average / high vs the current price, with implied upside
  • +Forward revenue and EPS consensus by fiscal year
  • +ACCE fair-value models lined up against the Street

Smart Money

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Smart money tracking PRO FEATURE

Follow the institutions: 13F position changes, insider trades, and active 13D activist filings.

  • +Quarter-over-quarter institutional position changes
  • +Recent open-market insider transactions
  • +Active 13D activist filings and top holders

Compare

Where it sits vs peers

This stock Peer Peer median weaker → stronger
P/Ebetter than 33% of peers
low 17.0x26.5xhigh 41.4x
ROEbetter than 67% of peers
low 5%42%high 52%
Div yieldbetter than 33% of peers
low 0.0%2.4%high 4.6%

Algorithmic peers (6)

TickerCompanyMcapP/EROED/EYieldQuality
PEPPepsiCo Inc. Common Stock$177.2B17.051.5%2.414.6%-Compare
MNSTMonster Beverage Corporation$87.6B41.425.7%-0.250.0%-Compare
9633.HKNongfu Spring Co., Ltd.$55.3B23.450.0%0.110.0%-Compare
CCEP.LCoca-Cola Europacific Partners PLC$44.1B19.723.5%1.282.7%-Compare
CCEPCoca-Cola Europacific Partners plc Ordinary Shares$43.9B19.623.5%1.282.4%-Compare
KDPKeurig Dr Pepper Inc. Common Stock$42.1B31.35.1%0.632.9%-Compare

Sector report card

Where KO ranks against its sector peers on each metric.

Computing percentiles…

News and Record

Reports in 29 days, last quarter beat by 0.1%.

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Recent performance

1 week
-0.0%
1 month
-2.3%
3 months
+11.2%
6 months
+18.1%
YTD
+26.2%
1 year
+32.8%

SEC filings

40 filings
August 2026
Aug 24
Form 4Insider transactionPeriod 2026-08-20
Aug 21
Form 4Insider transactionPeriod 2026-08-19
Aug 11
Form 4Insider transactionPeriod 2026-08-10
37 more filings + AI summaries on Investor+.INVESTOR