Coca-Cola Company (The) (KO) is a soft drinks & non-alcoholic beverages company in the Consumer Staples sector. Listed on the NASDAQ, Coca-Cola Company (The) is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $83.59.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $83.59 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 12.30% |
| Risk / Std Dev (Annualized) | 16.18% |
| Sharpe Ratio (rf=4.5%) | 0.48 |
S&P 500 Context
- Sector: Consumer Staples
- Sub-Industry: Soft Drinks & Non-alcoholic Beverages
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 12.30% with an annualized volatility of 16.18%. The Sharpe ratio of 0.48 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 359.64B |
| Enterprise Value | 392.57B |
| Trailing P/E | 26.29 |
| Forward P/E | 24.0 |
| Price to Book | 10.69 |
| Price to Sales | 7.3 |
| EV/Revenue | 7.97 |
| EV/EBITDA | 23.49 |
| Profitability | | | Profit Margin | 27.8% | | Operating Margin | 35.05% | | ROE | 43.37% | | ROA | 9.51% |
| Growth | | | Revenue Growth | 12.1% | | Earnings Growth | 18.2% |
| Dividend | | | Dividend Yield | 254.0% | | Payout Ratio | 64.78% | | 5Y Avg Yield | 289.0% |
| Financial Health | | | Total Revenue | 49.28B | | Total Debt | 44.65B | | Total Cash | 13.82B | | Free Cash Flow | 3.12B | | Operating Cash Flow | 14.63B |
| Price & Technical | | | 52W High | $83.85$ | | 52W Low | $65.35$ | | 50-Day Avg | $78.24$ | | 200-Day Avg | $73.27$ | | Beta | 0.35 | | Shares Outstanding | 4.3B | | Float Shares | 3.87B | | Insider Holdings | 9.9% | | Institutional Holdings | 68.25% | | Short Ratio | 3.12 | | Short % of Float | 1.09% |
| Analyst Targets | | | Target High | $92.0$ | | Target Low | $71.38$ | | Target Mean | $86.06$ | | Target Median | $88.0$ | | # of Analysts | 23 | | Recommendation | buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.