KO Stock Risk & Deep Value Analysis
Coca-Cola Co
Consumer Defensive • Beverages - Non-Alcoholic
DVR Score
out of 10
What You Need to Know About KO Stock
We analyzed Coca-Cola Co using our deep value framework. Sign in to see our full verdict and DVR Score.
We ran KO through our deep value framework — analyzing financial health, distress signals, competitive moat, and risk factors. Our risk assessment: Conservative. Here's what we found.
KO Risk Analysis & Red Flags
Risk Matrix
Overall
Conservative
Financial
Low
Market
Low
Competitive
Medium
Execution
Low
Regulatory
Medium
Upcoming Risk Events
- 📅
Adverse foreign currency fluctuations impacting international revenue
- 📅
Global economic slowdown impacting consumer spending on discretionary beverages
- 📅
Increased regulatory pressure on sugar content or plastic use
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What Does Coca-Cola Co (KO) Do?
Market Cap
$301.73B
Sector
Consumer Defensive
Industry
Beverages - Non-Alcoholic
Employees
69,700
The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, dogadan, Fuze Tea, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, I LOHAS, Powerade, Topo Chico, Core Power, Del Valle, fairlife, innocent, Maaza, Minute Maid, Minute Maid Pulpy, and Simply brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.
Visit Coca-Cola Co WebsiteInvestment Thesis
Coca-Cola represents a quintessential defensive investment, offering a stable dividend income stream and exposure to global consumer growth, particularly in emerging markets. Its wide economic moat, driven by unparalleled brand power and distribution, provides robust resilience against economic downturns and competitive pressures. It is an ideal holding for long-term, income-focused investors seeking stability rather than exponential growth.
Is KO Stock Undervalued?
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KO Price Targets & Strategy
12-Month Target
$82.00
Bull Case
$85.00
Bear Case
$74.00
Entry Strategy
Consider dollar-cost averaging on dips below $75.00 for long-term income, not growth.
Exit Strategy
Profit-taking levels are minimal; typically held for dividend income. Stop loss not applicable for its defensive role, but consider re-evaluating if price drops below $72.00 without broader market correction.
Portfolio Allocation
1-3% for conservative portfolios focused on income; not recommended for moderate or aggressive growth-oriented portfolios targeting 10x returns.
Price Targets & Strategy
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Is KO Financially Healthy?
Valuation
P/E Ratio
23.22
Price/Book
9.65
Other
Dividend Yield
291.00%
Does KO Have a Competitive Moat?
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🏰 Wide
Moat Trend
Stable
Moat Sources
5 Identified
Coca-Cola's moat is exceptionally durable, built on over a century of brand building, an intricate global bottling and distribution system, and proprietary formulas. Its presence in virtually every market worldwide creates a cost advantage and brand loyalty that is nearly impossible for new entrants to replicate.
Moat Erosion Risks
- •Accelerated shifts in consumer preferences away from sugary beverages
- •Increased local competition in emerging markets
- •Potential for significant regulatory interventions (e.g., sugar taxes, environmental regulations on packaging)
KO Competitive Moat Analysis
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KO Market Intelligence
Sentiment & Insider Activity
Social Sentiment
Neutral
Institutional Sentiment
Positive
Insider Activity (Form 4)
Routine insider selling (e.g., option exercises and sales) consistent with compensation practices, no significant cluster buying.
Options Flow
Balanced options activity, indicating positioning for moderate price movements rather than explosive growth.
Earnings Intelligence
Next Earnings
2026-04-25
Surprise Probability
Medium
Historical Earnings Pattern
Stock typically reacts with moderate single-digit percentage moves (2-4%) on earnings beats or misses; strong guidance can lead to slightly higher appreciation.
Key Metrics to Watch
Competitive Position
Top Competitor
PEP
Market Share Trend
Stable, with slight gains in specific growth categories (e.g., sparkling water, plant-based beverages) offset by mature market dynamics.
Valuation vs Peers
Trading at a slight premium to the consumer staples sector on a P/E basis, justified by brand strength and consistent performance. Comparable to PepsiCo (PEP) but with a purer beverage focus.
Competitive Advantages
- •Unrivaled Global Brand Recognition and Equity
- •Vast and Efficient Global Distribution Network
- •Strong Bottling Partner Relationships
- •Economies of Scale in Sourcing and Production
Market Intelligence
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What Could Drive KO Stock Higher?
Near-Term (0-6 months)
- •Q1 2026 Earnings Report (Estimated late April 2026)
- •Dividend Declaration and Payment Dates
Medium-Term (6-18 months)
- •Expansion of new product categories (e.g., premium coffee, health beverages) in emerging markets
- •Strategic acquisitions of smaller, high-growth beverage brands
Long-Term (18+ months)
- •Continued growth in developing economies, increasing per capita consumption
- •Adaptation to evolving consumer health trends through portfolio innovation
Catalysts & Growth Drivers
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What's the Bull Case for KO?
- ✓
Acceleration in organic revenue growth above historical averages (indicative of successful new category expansion)
- ✓
Significant margin expansion driven by cost efficiencies or premiumization strategies
- ✓
Sustained increases in dividend payouts and share buybacks demonstrating shareholder return commitment
Bull Case Analysis
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Competing with KO
See how Coca-Cola Co compares to related companies
| Company | Market Cap | DVR Score | P/E | Revenue | Profit Margin | Rev Growth | |
|---|---|---|---|---|---|---|---|
Coca-Cola Co KO | $301.7B | 0.4 | 23.2 | — | — | — | |
Costco Wholesale Corp COST | — | 0.7 | — | — | — | — | Compare → |
PepsiCo Inc PEP | — | 0.1 | — | — | — | — | Compare → |
Procter & Gamble Co PG | — | 0.2 | — | — | — | — | Compare → |
Walmart Inc WMT | — | 0.7 | — | — | — | — | Compare → |
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FAQ
What is the DVR Score for Coca-Cola Co (KO)?
As of March 16, 2026, Coca-Cola Co has a DVR Score of 0.4 out of 10, placing it in the "Distressed" category. This score is generated by our AI-powered deep value analysis framework that evaluates growth potential, financial health, competitive moat, and risk factors.
What is the market capitalization of Coca-Cola Co?
Coca-Cola Co's market capitalization is approximately $301.7B. The company operates in the Consumer Defensive sector within the Beverages - Non-Alcoholic industry.
What ticker symbol does Coca-Cola Co use?
KO is the ticker symbol for Coca-Cola Co. The company trades on the NYQ.
What is the risk level for KO stock?
Our analysis rates Coca-Cola Co's overall risk as Conservative. This assessment considers execution risk, market risk, financial risk, competitive risk, and regulatory risk. For a full breakdown, see the risk analysis section above.
What is the P/E ratio of KO?
Coca-Cola Co currently has a price-to-earnings (P/E) ratio of 23.2. This is in line with broader market averages.
Does Coca-Cola Co pay a dividend?
Yes, Coca-Cola Co pays a dividend with a current yield of approximately 291.00%.
How often is the KO DVR analysis updated?
Our AI-powered analysis of Coca-Cola Co is refreshed regularly to incorporate the latest financial data, market conditions, and news. The most recent update was on March 16, 2026.
Important Disclaimer – Not Financial Advice
Deep Value Reports is an independent research platform for educational and informational purposes only. We are not financial advisors, investment advisors, or licensed professionals. The analysis, scores, and information provided on this page for KO (Coca-Cola Co) should not be construed as personalized investment advice, a recommendation to buy or sell any security, or an offer to provide investment advisory services.
All investments involve risk, including the potential loss of principal. Past performance does not guarantee future results. Always conduct your own research, consider your financial situation, and consult with a qualified financial advisor before making any investment decisions.