WallStSmart

Coca-Cola Consolidated Inc. (COKE)vsThe Coca-Cola Company (KO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Coca-Cola Company generates 552% more annual revenue ($50.13B vs $7.69B). KO leads profitability with a 28.6% profit margin vs 7.2%. COKE appears more attractively valued with a PEG of 3.04. KO earns a higher WallStSmart Score of 63/100 (C+).

COKE

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 6.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.97

KO

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 9.5Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COKEUndervalued (+55.1%)

Margin of Safety

+55.1%

Fair Value

$354.70

Current Price

$198.67

$156.03 discount

UndervaluedFair: $354.70Overvalued
KOSignificantly Overvalued (-39.6%)

Margin of Safety

-39.6%

Fair Value

$63.08

Current Price

$88.06

$24.98 premium

UndervaluedFair: $63.08Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COKE3 strengths · Avg: 10.0/10
Return on EquityProfitability
135.2%10/10

Every $100 of equity generates 135 in profit

EPS GrowthGrowth
265.8%10/10

Earnings expanding 265.8% YoY

Debt/EquityHealth
-5.2410/10

Conservative balance sheet, low leverage

KO5 strengths · Avg: 9.4/10
Market CapQuality
$379.87B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
39.6%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$5.10B8/10

Generating 5.1B in free cash flow

Areas to Watch

COKE3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

PEG RatioValuation
3.042/10

Expensive relative to growth rate

KO4 concerns · Avg: 3.3/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Debt/EquityHealth
1.203/10

Elevated debt levels

PEG RatioValuation
3.992/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : COKE

The strongest argument for COKE centers on Return on Equity, EPS Growth, Debt/Equity.

Bull Case : KO

The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.6% and operating margin at 34.9%.

Bear Case : COKE

The primary concerns for COKE are Altman Z-Score, Profit Margin, PEG Ratio.

Bear Case : KO

The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.

Key Dynamics to Monitor

COKE profiles as a value stock while KO is a mature play — different risk/reward profiles.

COKE carries more volatility with a beta of 0.55 — expect wider price swings.

COKE is growing revenue faster at 8.3% — sustainability is the question.

KO generates stronger free cash flow (5.1B), providing more financial flexibility.

Bottom Line

KO scores higher overall (63/100 vs 59/100), backed by strong 28.6% margins. COKE offers better value entry with a 55.1% margin of safety. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Coca-Cola Consolidated Inc.

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Consolidated, Inc. produces, markets and distributes non-alcoholic beverages primarily products of The Coca-Cola Company in the United States. The company is headquartered in Charlotte, North Carolina.

The Coca-Cola Company

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

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