Tracker

ETF universe handoff

Opening ETF evidence benchSynchronizing prices, risk metrics, holdings coverage, and source lineage

Company context

Coca-Cola Company (The)

NYSE:KO

Beverages: Non-Alcoholic · benchmarked against Consumer Non-Durables inside the XLP constituent company universe.

Active tabFinancial reports

Current readMixed

Last close82.09

1M return-1.04%

Open symbol page Watchlist context

OverviewVerdict, thesis map, and valuation setup.FundamentalsDrivers, trajectory, and business quality.Financial reportsStatement tables, sorting, filtering, and acceleration.Ex-ante forecastTarget price, dividend yield, and total return by horizon.FactorsCompany factor exposure, rank, and universe context.Market viewMomentum, catalysts, charts, and symbol packet.AttributionLarge-move causes, residuals, and research backlog.OwnershipSEC 13F holder flow, crowding, and manager changes.PeersPeer heatmap and closest comparables.

Tab scope

Raw financial statements

Financial reports

Source and lookbackStored financial report rows12 report snapshots; latest report May 4, 11:59 PM GMT+8.

Sample and caveat28 reported metrics across 4 sections.Use this tab for its stated job; heavier model packets stay on their own tabs.

Traditional statement tables

Financial reports

12 reports · latest May 4, 11:59 PM GMT+8

Distinct report rows12

Sections4

Metrics28

Coverage100%

CompanyCoca-Cola Company (The)

Overview scoring

Fundamental overview

59/100 blended · 97/100 confidence · benchmark Closest peers

Blended fundamental score: Earnings 73/100; Cash flow 63/100; Balance sheet 60/100; Valuation 21/100.

Broad comparison

Cohort scorecard

Coverage-adjusted score with thinner cohorts automatically down-weighted

Cohort scorecard: Closest peers 58/100; Beverages: Non-Alcoholic 77/100; Consumer Non-Durables 60/100; XLP constituent company universe 59/100.

Selected company rank

Rank and percentile

Confidence-adjusted standing inside each cohort

Rank and percentile: Closest peers #4 of 13; Beverages: Non-Alcoholic #1 of 3; Consumer Non-Durables #3 of 24; XLP constituent company universe #3 of 34.

Section scoring matrix

Earnings, cash flow, balance sheet, and valuation

Heatmap score by cohort and statement section

Section scoring matrix: Closest peers Earnings 72/100; Cash flow 62/100; Balance sheet 59/100; Valuation 20/100.

Sort byFilter metrics

Specialist report review

Quant, PM, and risk-manager reads

Deterministic review lanes from stored report metrics

Quant review

Favorable acceleration15/24

FCF margin has the largest second-order move at +143.37%. 15 metrics are accelerating favorably and 9 are decelerating.

Fundamental PM review

Growth and cash quality5/5

EPS TTM is 3.18 with +4.53% latest change. The PM lane checks revenue, EPS, cash flow, and margin confirmation together.

Risk manager review

Risk controls need review2 watch items

Current ratio is 1.36 with -6.91% latest change. The risk lane checks leverage, liquidity, and cash-yield deterioration.

Indexed report history

Financial report trend chart

First visible report = 100

Financial report trend chart: Total revenue 48.4B; Revenue quarter 12.5B; Operating income TTM 15.9B; Operating margin +32.77%.

Second order change

Acceleration chart

Favorable acceleration means the latest move improved versus the prior move

Acceleration chart: Total revenue -0.09%; Revenue quarter +9.16%; Operating income TTM +2.24%; Operating margin +3.60%.

PM / risk lens

Risk and quality radar

Directional score from change and acceleration

Risk and quality radar: Growth 60/100; Cash 73/100; Quality 52/100; Balance 39/100; Valuation 37/100.

Earnings

Metric trend table

10 of 10 metrics shown

Metric	Latest	Change	Acceleration	Trend	Samples
Total revenueRevenue	48.4B	+1.34%+640M	-0.09%-34M	improving	11
Revenue quarterRevenue	12.5B	+4.32%+516M	+9.16%+1.1B	accelerating	12
Revenue next quarterRevenue	13.2B	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Operating income TTMEarnings	15.9B	+4.45%+676M	+2.24%+348M	accelerating	12
Operating marginProfitability	+32.77%	+4.45%+1.40 pts	+3.60%+1.13 pts	accelerating	12
EPS TTMEarnings	3.18	+4.53%+0.14	+3.93%+0.12	accelerating	8
EPS next quarterEarnings	0.93	Need 2 reportsNeed 2 reports	Need 3 reportsNeed 3 reports	stable	1
Gross marginQuality	+61.82%	+0.10%+0.06 pts	-0.22%-0.14 pts	stable	12
Net marginQuality	+27.50%	+1.55%+0.42 pts	+2.29%+0.62 pts	accelerating	12
Gross-to-net conversionQuality	+44.49%	+1.44%+0.63 pts	+2.51%+1.11 pts	accelerating	12

Historical statement rows

Earnings report history

12 dated rows

Snapshot date	Total revenue	Revenue quarter	Revenue next quarter	Operating income TTM	Operating margin	EPS TTM	EPS next quarter	Gross margin	Net margin	Gross-to-net conversion
Jul 3, 2023	43.9B	12B	—	12.5B	+28.40%	—	—	+58.50%	+23.92%	+40.88%
Oct 2, 2023	44.8B	12B	—	12.7B	+28.46%	—	—	+59.06%	+24.06%	+40.74%
Jan 2, 2024	45.9B	10.9B	—	13.4B	+29.19%	—	—	+59.86%	+23.36%	+39.02%
Apr 1, 2024	46.1B	11.3B	—	13.5B	+29.25%	—	—	+60.24%	+23.37%	+38.80%
Jul 1, 2024	46.5B	12.3B	—	13.7B	+29.45%	2.46	—	+60.74%	+22.92%	+37.74%
Oct 7, 2024	46.4B	11.9B	—	13.7B	+29.53%	2.41	—	+60.78%	+22.44%	+36.91%
Jan 6, 2025	46.8B	11.3B	—	13.8B	+29.58%	2.46	—	+61.16%	+22.73%	+37.17%
Apr 7, 2025	46.7B	11.2B	—	13.9B	+29.84%	2.50	—	+61.17%	+23.11%	+37.78%
Jul 7, 2025	47.1B	12.7B	—	14.4B	+30.55%	2.82	—	+61.46%	+25.88%	+42.10%
Oct 6, 2025	47.8B	12.6B	—	14.9B	+31.10%	3.02	—	+61.55%	+27.29%	+44.34%
Jan 5, 2026	48.4B	12B	—	15.2B	+31.37%	3.04	—	+61.75%	+27.09%	+43.86%
May 4, 2026	48.4B	12.5B	13.2B	15.9B	+32.77%	3.18	0.93	+61.82%	+27.50%	+44.49%