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Looking up the ticker with the regulator···
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The Coca-Cola Company
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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2 of 5 met · composite in line with peers
Business quality, valuation against the sector, and position in the 52-week range — whether they line up or not.
Stable quality
Profitability
3/4
Debt & liquidity
2/3
Efficiency
1/2
Valuation is where the tension sits for KO: EV/EBITDA of 29.3× runs +100% above the sector median 14.7×, and FCF yield of 3.2% trails the sector median 4.3% by -25% — both pointing to a price that already reflects the brand's durability. The underlying business holds up: operating margin of 28.7% exceeds the sector median 12.2% by +134%, ROE runs at 46.0% against a sector median of 30.1%, and FCF grew 165.0% year over year, well ahead of the sector median 2.7%. The F-Score of 6/9 reflects stable quality rather than deterioration. On the forward axis, consensus and the realized three-year EPS CAGR of {{value:eps_cagr_3y}} are broadly aligned — a less common outcome — yet the forward PEG reads stretched, meaning the market is pricing in growth that history has delivered only modestly, and the beat rate over recent quarters has been weak.
| Ticker | Name | F-Score | ROE | Revenue YoY | Op. margin |
|---|---|---|---|---|---|
| CL | Colgate-Palmolive | 5/9 | 1 603% |
Quarter-by-quarter classification · a retrospective read by the current logic · not a price forecast
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice. The method did not see these quarters in real time; this is the current logic applied to past reports.
The market prices in earnings growth; analyst sentiment is weakening; has mostly beaten consensus.
Price against next year's expected earnings. The forward P/E already carries analyst optimism — read it alongside the “Versus consensus” line.
A forward P/E below the current one means the market expects earnings to grow; above it, to fall. The historical growth is realized figures from SEC filings, not a forecast.
The three-month change in the share of positive analyst ratings. This is sentiment, not an earnings-estimate revision, and not a call to act.
When KO reports on October 19, 2026, track revenue year over year and whether EPS growth holds above the sector median. The current EPS growth of -11.0% sits 315% above that median, meaning the bar is low — watch whether organic pricing or volume shifts move that figure.
KO carries an EV/EBITDA of 14.7×, double the sector median. In the 10-K, read management's discussion on debt refinancing and currency exposure, both of which bear directly on whether that premium valuation is supported by durable cash generation.
Pick two or three companies from the Consumer Staples table in section 06 and line up one metric — FCF yield at 4.26% or EV/EBITDA at 14.7× are natural starting points. No company in the table is ranked; the comparison is yours to draw from the figures as listed.
Steps you can check yourself, based on the figures in this brief.
Piotroski F-Score: nine binary tests of financial strength from the annual report. A ✓ marks a test passed, a dot (·) a test failed.
Over 4 years: -15%+2%-51%+12%
Over 4 years: 2.992.863.832.84
Over 4 years: +11%+6%+3%+2%
The context on the right shows how each figure compares with the sector median. The trend below tracks the change over recent fiscal years.
Beat consensus in 8 of 8 recent quarters — the company clears estimates regularly (consensus is often set conservatively).
Last quarter's EPS against consensus, plus the estimated date of the next report.
| +1% |
| 16% |
| COST | Costco | 7/9 | 31% | +8% | 4% |
| GIS | General Mills | 5/9 | -1% | -5% | 5% |
| HSY | Hershey | 4/9 | 19% | +4% | 12% |
| KMB | Kimberly-Clark | 4/9 | 173% | -2% | 14% |
| KO | The Coca-Cola Company | 6/9 | 46% | +2% | 29% |
| KR | Kroger | 6/9 | 14% | +0% | 1% |
| MDLZ | Mondelez | 6/9 | 9% | +6% | 9% |
| MO | Altria | 6/9 | — | -3% | 43% |
| PEP | PepsiCo | 5/9 | 43% | +2% | 12% |
| PG | Procter & Gamble | 6/9 | 30% | +3% | 23% |
| PM | Philip Morris | 7/9 | — | +7% | 37% |
| SYY | Sysco | 6/9 | 99% | +3% | 4% |
| TGT | Target | 6/9 | 24% | -2% | 5% |
| WMT | Walmart | 7/9 | 23% | +5% | 4% |
A sample of 15 companies in the sector including the target, alphabetical, unranked. Data from the latest SEC annual reports.
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
A simplified retrospective read: no analyst forecast (not available historically); the source is the annual report as of the date, so neighbouring quarters can rest on the same data. Quarters with the same classification in a row are merged into one row — each row is one change in the read, not a separate quarter. One ticker is an illustration of the classification logic, not statistics. How we calculate →
The last few quarters are recent context, not a fixed rate. Consensus for near quarters is set low, so companies clear it routinely; over long horizons the forecasts run the other way, too high.
A description of what the market and analysts expect. Not a price forecast and not investment advice. Analyst forecasts run systematically optimistic over long horizons — read them with that discount.