Company context

Coca-Cola Company (The)

NYSE:KO

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

Active tabPeers

Current readMixed

Last close82.09

1M return-1.04%

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

Relative comparables

Peers

Source and lookbackPeer fundamentals and stored return summaries5100 stored daily bars; peer return rows use each peer's stored price summary where available.

Sample and caveat12 closest comparables from industry, sector, and market peer pools.Use this tab for its stated job; heavier model packets stay on their own tabs.

Peer return matrix

Cumulative returns across peer horizons

Stored daily closes, when available

NYSE:KO 1W -3.33%, 1M -1.04%, 3M +1.10%, 6M +3.47%, 1Y +19.00%, 3Y +35.94%; NASDAQ:KDP 1W -3.17%, 1M -4.30%, 3M +3.24%, 6M +2.76%, 1Y +4.45%, 3Y -8.70%; NASDAQ:MNST 1W -4.94%, 1M -2.43%, 3M +7.30%, 6M +20.27%, 1Y +52.22%, 3Y +65.68%; NYSE:PM 1W -0.06%, 1M +2.69%, 3M -0.92%, 6M +6.63%, 1Y +13.52%, 3Y +99.57%; NYSE:PG 1W -2.52%, 1M -1.09%, 3M +3.72%, 6M -7.54%, 1Y -5.96%, 3Y -3.82%; NASDAQ:PEP 1W -3.16%, 1M -5.77%, 3M -9.42%, 6M -18.13%, 1Y -9.17%, 3Y -24.75%; NYSE:MO 1W +0.18%, 1M +1.78%, 3M -0.76%, 6M +6.20%, 1Y +8.85%, 3Y +67.53%; NYSE:KVUE 1W -0.47%, 1M -3.22%, 3M +10.19%, 6M +4.30%, 1Y -8.59%, 3Y -17.59%; NYSE:STZ 1W -3.60%, 1M +0.11%, 3M -10.68%, 6M -16.15%, 1Y -19.21%, 3Y -49.58%; NYSE:HSY 1W -2.46%, 1M -3.99%, 3M -11.11%, 6M -27.22%, 1Y -7.25%, 3Y -21.58%; NASDAQ:MDLZ 1W -2.52%, 1M +1.18%, 3M -2.87%, 6M +1.87%, 1Y -2.56%, 3Y -16.27%

Company1W1M3M6M

1Y

3Y

NYSE:KO-3.33%-1.04%+1.10%+3.47%+19.00%+35.94%

NASDAQ:KDP-3.17%-4.30%+3.24%+2.76%+4.45%-8.70%

NASDAQ:MNST-4.94%-2.43%+7.30%+20.27%+52.22%+65.68%

NYSE:PM-0.06%+2.69%-0.92%+6.63%+13.52%+99.57%

NYSE:PG-2.52%-1.09%+3.72%-7.54%-5.96%-3.82%

NASDAQ:PEP-3.16%-5.77%-9.42%-18.13%-9.17%-24.75%

NYSE:MO+0.18%+1.78%-0.76%+6.20%+8.85%+67.53%

NYSE:KVUE-0.47%-3.22%+10.19%+4.30%-8.59%-17.59%

NYSE:STZ-3.60%+0.11%-10.68%-16.15%-19.21%-49.58%

NYSE:HSY-2.46%-3.99%-11.11%-27.22%-7.25%-21.58%

NASDAQ:MDLZ-2.52%+1.18%-2.87%+1.87%-2.56%-16.27%

Peer scorecard analytics

Different ways to compare this peer set

11 companies including target

Return leadership

NASDAQ:MNST+52.22% 1Y · +65.68% 3Y

NYSE:KO+19.00% 1Y · +35.94% 3Y

NYSE:PM+13.52% 1Y · +99.57% 3Y

NYSE:MO+8.85% 1Y · +67.53% 3Y

Risk and quality spread

NYSE:MOGM +79.39% · ROE n/a

NYSE:PMGM +65.28% · ROE n/a

NYSE:KOGM +61.82% · ROE +45.80%

NASDAQ:PEPGM +53.98% · ROE +51.59%

Valuation screen

NYSE:STZP/E 12.82 · FCF yield +7.99%

NYSE:MOP/E 15.61 · FCF yield +6.92%

NASDAQ:PEPP/E 17.77 · FCF yield +5.02%

NYSE:PGP/E 21.81 · FCF yield +4.33%

Valuation versus growth

P/E against 1Y return

NYSE:KO P/E 25.86 1Y +19.00%, NASDAQ:KDP P/E 22.65 1Y +4.45%, NASDAQ:MNST P/E 46.32 1Y +52.22%, NYSE:PM P/E 27.14 1Y +13.52%, NYSE:PG P/E 21.81 1Y -5.96%, NASDAQ:PEP P/E 17.77 1Y -9.17%, NYSE:MO P/E 15.61 1Y +8.85%, NYSE:KVUE P/E 22.55 1Y -8.59%, NYSE:STZ P/E 12.82 1Y -19.21%, NYSE:HSY P/E 31.94 1Y -7.25%, NASDAQ:MDLZ P/E 29.88 1Y -2.56%

Peer heatmap

Where this company wins and lags

12 stored peers

CompanyP/E TTMPrice / SalesFCF yieldGross marginReturn on equityDebt / Equity

NYSE:KOCoca-Cola Company (The)

25.8647th pctile7.0612th pctile+3.56%25th pctile+61.82%88th pctile+45.80%86th pctile1.3029th pctile

NASDAQ:KDPKeurig Dr Pepper Inc.

22.6543rd pctile2.4971st pctile+3.49%14th pctile+51.02%14th pctile+7.37%0th pctile1.2440th pctile

NASDAQ:MNSTMonster Beverage Corporation

46.320th pctile10.960th pctile+2.22%0th pctile+55.47%43rd pctile+26.65%40th pctile0.00100th pctile

NYSE:PMPhilip Morris International Inc

27.1414th pctile7.2614th pctile+3.55%29th pctile+65.28%86th pctilen/an/an/an/a

NYSE:PGProcter & Gamble Company (The)

21.8171st pctile4.1857th pctile+4.33%57th pctile+50.88%0th pctile+31.12%60th pctile0.6880th pctile

NASDAQ:PEPPepsiCo, Inc.

17.7786th pctile1.94100th pctile+5.02%86th pctile+53.98%29th pctile+51.59%100th pctile2.410th pctile

NYSE:MOAltria Group, Inc.

15.61100th pctile6.0943rd pctile+6.92%100th pctile+79.39%100th pctilen/an/an/an/a

NYSE:KVUEKenvue Inc.

22.5557th pctile2.3986th pctile+4.99%71st pctile+58.44%57th pctile+15.70%20th pctile0.8360th pctile

Color ranks each metric in the favorable direction, so lower leverage and cheaper multiples can still score green.