Is Coca Cola Stock a Good Investment?
Coca Cola Investment Advice | KOF |
- Examine Coca Cola's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Coca Cola's leadership team and their track record. Good management can help Coca Cola navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Soft Drinks & Non-alcoholic Beverages space and any emerging trends that could impact Coca Cola's business and its evolving consumer preferences.
- Compare Coca Cola's performance and market position to its competitors. Analyze how Coca Cola is positioned in terms of product offerings, innovation, and market share.
- Check if Coca Cola pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Coca Cola's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Coca Cola Femsa SAB stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Coca Cola Femsa SAB is a good investment.
Sell | Buy |
Cautious Hold
Market Performance | Modest | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Very Low | Details | |
Economic Sensitivity | Slowly supersedes the market | Details | |
Investor Sentiment | Impartial | Details | |
Analyst Consensus | Not Available | Details | |
Financial Strenth (F Score) | Strong | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Examine Coca Cola Stock
Researching Coca Cola's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E). About 45.0% of the company shares are owned by institutional investors. The book value of Coca Cola was now reported as 567.43. The company last dividend was issued on the 12th of April 2024. Coca Cola Femsa had 3:1 split on the 28th of January 1998.
To determine if Coca Cola is a good investment, evaluating the company's potential for future growth is also very important. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Coca Cola's research are outlined below:
| Coca Cola Femsa has a strong financial position based on the latest SEC filings | |
| On 26th of April 2024 Coca Cola paid $ 0.9164 per share dividend to its current shareholders |
Coca Cola uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Coca Cola Femsa SAB. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Coca Cola's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 22nd of February 2024 Upcoming Quarterly Report | View | |
| 24th of April 2024 Next Financial Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View | |
| 22nd of February 2024 Next Fiscal Year End | View | |
| 30th of September 2023 Last Quarter Report | View | |
| 31st of December 2022 Last Financial Announcement | View |
Coca Cola's market capitalization trends
The company currently falls under 'Large-Cap' category with a total capitalization of 20.93 B. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Coca Cola's market, we take the total number of its shares issued and multiply it by Coca Cola's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities.Coca Cola's profitablity analysis
Coca Cola's profitability indicators refer to fundamental financial ratios that showcase Coca Cola's ability to generate income relative to its revenue or operating costs. If, let's say, Coca Cola is currently losing money, the management's focus should be on how to reverse that trend. However, when revenue exceeds expenses, Coca Cola's executives or investors may be in less hurry to break that information down - which is where profitability analysis comes into play. Gaining a greater understanding of Coca Cola's profitability requires more research than a typical breakdown of Coca Cola's financial statements. By doing a profitability analysis, companies can identify areas needing attention, and investors can make a profitable trade.
The company has Net Profit Margin of 0.08 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.13 %, which entails that for every 100 dollars of revenue, it generated $0.13 of operating income. Determining Coca Cola's profitability involves analyzing its financial statements and using various financial metrics to determine if Coca Cola is a good buy. For example, gross profit margin measures Coca Cola's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Coca Cola's profitability and make more informed investment decisions.
The data published in Coca Cola's official financial statements usually reflect Coca Cola's business processes, product offerings, services, and other fundamental events. But there are other numbers, ratios, or fundamental indicators derived from these statements that are easier to understand and visualize within the underlying realities that drive quantitative information of Coca Cola Femsa. For example, before you start analyzing numbers published by Coca accountants, it's critical to develop an understanding of what Coca Cola's liquidity, profitability, and earnings quality are in the context of the Beverages space in which it operates.
Please note, the presentation of Coca Cola's financial position, as portrayed in its financial statements, is often influenced by management's estimates, judgments, and sometimes even manipulations. In the best case, Coca Cola's management is honest, while the outside auditors are strict and uncompromising. Whatever the case, the imprecision that can be found in Coca Cola's accounting process means that the reasonable investor should take a skeptical approach toward the financial statement analysis of Coca Cola Femsa SAB. Please utilize our Beneish M Score to check the likelihood of Coca Cola's management manipulating its earnings.
Basic technical analysis of Coca Stock
As of the 30th of April, Coca Cola shows the risk adjusted performance of 0.0548, and Mean Deviation of 1.23. Coca Cola Femsa technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Put another way, you can use this information to find out if the firm will indeed mirror its model of historical prices and volume momentum, or the prices will eventually revert. We were able to break down and interpolate data for nineteen technical drivers for Coca Cola Femsa SAB, which can be compared to its peers. Please confirm Coca Cola Femsa treynor ratio, and the relationship between the standard deviation and downside variance to decide if Coca Cola Femsa is priced correctly, providing market reflects its regular price of 100.7 per share. Given that Coca Cola has jensen alpha of 0.1173, we suggest you to validate Coca Cola Femsa SAB's prevailing market performance to make sure the company can sustain itself at a future point.Coca Cola's Outstanding Corporate Bonds
Coca Cola issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Coca Cola Femsa uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Coca bonds can be classified according to their maturity, which is the date when Coca Cola Femsa SAB has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
Understand Coca Cola's technical and predictive indicators
Using predictive indicators to make investment decisions involves analyzing Coca Cola's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | 0.0548 | |||
| Market Risk Adjusted Performance | (1.51) | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.47 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 1314.45 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.64 | |||
| Information Ratio | 0.0395 | |||
| Jensen Alpha | 0.1173 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0411 | |||
| Treynor Ratio | (1.52) | |||
| Maximum Drawdown | 9.62 | |||
| Value At Risk | (2.07) | |||
| Potential Upside | 3.01 | |||
| Downside Variance | 2.44 | |||
| Semi Variance | 2.16 | |||
| Expected Short fall | (1.35) | |||
| Skewness | (0.07) | |||
| Kurtosis | 1.27 |
| Risk Adjusted Performance | 0.0548 | |||
| Market Risk Adjusted Performance | (1.51) | |||
| Mean Deviation | 1.23 | |||
| Semi Deviation | 1.47 | |||
| Downside Deviation | 1.56 | |||
| Coefficient Of Variation | 1314.45 | |||
| Standard Deviation | 1.62 | |||
| Variance | 2.64 | |||
| Information Ratio | 0.0395 | |||
| Jensen Alpha | 0.1173 | |||
| Total Risk Alpha | (0.01) | |||
| Sortino Ratio | 0.0411 | |||
| Treynor Ratio | (1.52) | |||
| Maximum Drawdown | 9.62 | |||
| Value At Risk | (2.07) | |||
| Potential Upside | 3.01 | |||
| Downside Variance | 2.44 | |||
| Semi Variance | 2.16 | |||
| Expected Short fall | (1.35) | |||
| Skewness | (0.07) | |||
| Kurtosis | 1.27 |
Consider Coca Cola's intraday indicators
Coca Cola intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Coca Cola stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Coca Cola time-series forecasting models is one of many Coca Cola's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Coca Cola's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Coca Stock media impact
Far too much social signal, news, headlines, and media speculation about Coca Cola that are available to investors today. That information is available publicly through Coca media outlets and privately through word of mouth or via Coca internal channels. However, regardless of the origin, that massive amount of Coca data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Coca Cola news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Coca Cola relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Coca Cola's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Coca Cola alpha.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Coca Cola without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
Run Stocks Directory Now
Stocks DirectoryFind actively traded stocks across global markets |
| All Next | Launch Module |
Coca Cola Corporate Directors
Coca Cola corporate directors refer to members of a Coca Cola board of directors. The board of directors generally takes responsibility for the Coca Cola's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Coca Cola's board members must vote for the resolution. The Coca Cola board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Jose Hernando | Independent Director | Profile | |
| Daniel Cofre | Director | Profile | |
| Herman Cahn | Independent Director | Profile | |
| Alfredo Cantu | Independent Director | Profile |
How to buy Coca Stock?
To provide specific investment advice or recommendations on Coca Cola Femsa SAB stock, we recommend investors consider the following general factors when evaluating Coca Cola Femsa SAB. This will help you to make an informed decision on whether to include Coca Cola in one of your diversified portfolios:- Examine Coca Cola's financial health by looking at its balance sheet, income statement, and cash flow statement. Analyze key financial ratios, such as Price-to-Earnings (P/E), Price-to-Sales (P/S), and Price-to-Book (P/B), to determine whether the stock is fairly valued or over/undervalued.
- Research Coca Cola's leadership team and their track record. Good management can help Coca Cola navigate difficult times and make strategic decisions that benefit shareholders and increases its net worth.
- Consider the overall health of the Soft Drinks & Non-alcoholic Beverages space and any emerging trends that could impact Coca Cola's business and its evolving consumer preferences.
- Compare Coca Cola's performance and market position to its competitors. Analyze how Coca Cola is positioned in terms of product offerings, innovation, and market share.
- Check if Coca Cola pays a dividend and its dividend yield and payout ratio.
- Review what financial analysts are saying about Coca Cola's stock and their price targets. However, remember that analysts' opinions can vary, and their predictions may not always be accurate.
It's important to note that investing in Coca Cola Femsa SAB stock, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to decide if Coca Cola Femsa SAB is a good investment.
Already Invested in Coca Cola Femsa SAB?
The danger of trading Coca Cola Femsa SAB is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Coca Cola is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Coca Cola. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Coca Cola Femsa is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Coca Cola Femsa is a strong investment it is important to analyze Coca Cola's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Coca Cola's future performance. For an informed investment choice regarding Coca Stock, refer to the following important reports: Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in Coca Cola Femsa SAB. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in persons. You can also try the Bond Analysis module to evaluate and analyze corporate bonds as a potential investment for your portfolios..
Complementary Tools for Coca Stock analysis
When running Coca Cola's price analysis, check to measure Coca Cola's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Coca Cola is operating at the current time. Most of Coca Cola's value examination focuses on studying past and present price action to predict the probability of Coca Cola's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Coca Cola's price. Additionally, you may evaluate how the addition of Coca Cola to your portfolios can decrease your overall portfolio volatility.
| Content Syndication Quickly integrate customizable finance content to your own investment portal | |
| Top Crypto Exchanges Search and analyze digital assets across top global cryptocurrency exchanges | |
| Stock Screener Find equities using a custom stock filter or screen asymmetry in trading patterns, price, volume, or investment outlook. | |
| Bollinger Bands Use Bollinger Bands indicator to analyze target price for a given investing horizon | |
| Headlines Timeline Stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity | |
| My Watchlist Analysis Analyze my current watchlist and to refresh optimization strategy. Macroaxis watchlist is based on self-learning algorithm to remember stocks you like | |
| Portfolio Optimization Compute new portfolio that will generate highest expected return given your specified tolerance for risk | |
| Pattern Recognition Use different Pattern Recognition models to time the market across multiple global exchanges |
Is Coca Cola's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Coca Cola. If investors know Coca will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Coca Cola listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Coca Cola Femsa is measured differently than its book value, which is the value of Coca that is recorded on the company's balance sheet. Investors also form their own opinion of Coca Cola's value that differs from its market value or its book value, called intrinsic value, which is Coca Cola's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Coca Cola's market value can be influenced by many factors that don't directly affect Coca Cola's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
In summary, please note that there is a difference between Coca Cola's value and its price, as these two are different measures arrived at by various means. Investors typically determine if Coca Cola is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Coca Cola's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.