Looking up the ticker with the regulator···
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Looking up the ticker with the regulator···
0s · usually 20–30 seconds for a cold read
The Coca-Cola Company
Rule-based classification of fundamentals against the sector. Not a price forecast and not investment advice.
Signals scattered
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
Ranked highest against the sector: fcf growth yoy: 16404% above the median (-1.01%). The Coca-Cola Company operates in the Consumer Staples sector; its F-Score for the latest cycle is 6/9 (Stable quality). The archetype for the latest cycle reads Strong business, higher valuation, and the composite of 53/100 frames where the company sits against its sector. Among the key figures, the P/E is 26.0× against a sector median of 21.0×, revenue moved 1.9% year over year, operating margin was 28.7%, and ROE was 46.0% against a median of 30.7%. Free cash flow for the latest fiscal year came to $5.3B, net debt to $42.1B, and market cap to $355.4B. The figures rest on 10-K/10-Q filings from SEC EDGAR; the full read, with all twelve percentile metrics, is on the methodology page.
| 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 steady; 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 July 28, track whether FCF growth holds above the sector median and whether EPS growth sustains its 315-point advantage over peers. Also check if the current ratio stays near 1.45, which sits 75% above the Consumer Staples median of 0.83.
Pull KO's latest 10-K on SEC EDGAR and focus on the management discussion around debt structure — the F-Score flags leverage and liquidity at 2/3. Cross-reference any currency or commodity cost disclosures against the EV/EBITDA of 92% above the sector median to gauge whether that premium is supported by margin durability.
From the same-sector table in section 06, pick two or three companies yourself and line up one metric — EV/EBITDA or P/B are useful starting points given KO's P/B sits 2.0x above the Consumer Staples median of 5.50x. The table is alphabetical with no ranking, so the selection and weighting are yours to make.
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% | +308% | 5% |
| HSY | Hershey | 5/9 | 19% | +4% | 12% |
| KMB | Kimberly-Clark | 5/9 | 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 | 31% | +0% | 24% |
| PM | Philip Morris | 8/9 | — | +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.