The Coca-Cola Company (KO)vsUdemy Inc (UDMY)
KO
The Coca-Cola Company
$79.48
+0.11%
CONSUMER DEFENSIVE · Cap: $338.86B
UDMY
Udemy Inc
$4.63
0.00%
CONSUMER DEFENSIVE · Cap: $675.68M
Smart Verdict
WallStSmart Research — data-driven comparison
The Coca-Cola Company generates 6140% more annual revenue ($49.28B vs $789.84M). KO leads profitability with a 27.8% profit margin vs 0.5%. KO trades at a lower P/E of 24.8x. KO earns a higher WallStSmart Score of 65/100 (B-).
KO
Strong Buy65
out of 100
Grade: B-
UDMY
Avoid35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-29.0%
Fair Value
$61.61
Current Price
$79.48
$17.87 premium
Margin of Safety
+15.4%
Fair Value
$5.46
Current Price
$4.63
$0.83 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 41 in profit
Strong operational efficiency at 35.1%
Keeps 28 of every $100 in revenue as profit
Generating 1.8B in free cash flow
No standout strengths identified
Areas to Watch
Trading at 10.2x book value
Elevated debt levels
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 1.9% — below average capital efficiency
0.5% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : KO
The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 35.1%. Revenue growth of 12.1% demonstrates continued momentum.
Bull Case : UDMY
UDMY has a balanced fundamental profile.
Bear Case : KO
The primary concerns for KO are Price/Book, Debt/Equity, PEG Ratio.
Bear Case : UDMY
The primary concerns for UDMY are EPS Growth, Market Cap, Return on Equity. A P/E of 154.3x leaves little room for execution misses. Thin 0.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
KO profiles as a mature stock while UDMY is a value play — different risk/reward profiles.
UDMY carries more volatility with a beta of 1.58 — expect wider price swings.
KO is growing revenue faster at 12.1% — sustainability is the question.
KO generates stronger free cash flow (1.8B), providing more financial flexibility.
Bottom Line
KO scores higher overall (65/100 vs 35/100), backed by strong 27.8% margins and 12.1% revenue growth. UDMY offers better value entry with a 15.4% margin of safety. Both earn "Strong Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Visit Website →Udemy Inc
CONSUMER DEFENSIVE · EDUCATION & TRAINING SERVICES · USA
Udemy, Inc. operates a platform for teaching and learning skills in the United States and internationally. The company is headquartered in San Francisco, California.
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