KO:NYE-The Coca-Cola Company (USD)

COMMON STOCK | Beverages - Non-Alcoholic |

Last Closing

USD 73

Change

0.00 (0.00)%

Market Cap

USD 307.40B

Volume

0.02B

Analyst Target

USD 53.90
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

The Coca-Cola Company, a beverage company, manufactures and sells various nonalcoholic beverages in the United States and internationally. The company provides sparkling soft drinks and flavors; water, sports, coffee, and tea; juice, value-added dairy, and plant-based beverages; and other beverages. It also offers beverage concentrates and syrups, as well as fountain syrups to fountain retailers comprising restaurants and convenience stores. The company sells its products under the Coca-Cola, Diet Coke/Coca-Cola Light, Coca-Cola Zero Sugar, caffeine free Diet Coke, Cherry Coke, Fanta Orange, Fanta Zero Orange, Fanta Zero Sugar, Fanta Apple, Sprite, Sprite Zero Sugar, Simply Orange, Simply Apple, Simply Grapefruit, Fresca, Schweppes, Thums Up, Aquarius, Ayataka, BODYARMOR, Ciel, Costa, Crystal, Dasani, dogadan, Fuze Tea, Georgia, glacéau smartwater, glacéau vitaminwater, Gold Peak, I LOHAS, Powerade, Topo Chico, Core Power, Del Valle, fairlife, innocent, Maaza, Minute Maid, Minute Maid Pulpy, and Simply brands. It operates through a network of independent bottling partners, distributors, wholesalers, and retailers, as well as through bottling and distribution operators. The company was founded in 1886 and is headquartered in Atlanta, Georgia.

Unadjusted Closing Price

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Relative Returns (From:    To: 2025-04-19 )

Largest Industry Peers for Beverages - Non-Alcoholic

Symbol Name Price(Change) Market Cap
KOF Coca-Cola Femsa SAB de CV ADR

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USD 19.64B
PRMB Primo Brands Corporation

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USD 12.60B
AKO-B Embotelladora Andina S.A

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USD 2.99B
AKO-A Embotelladora Andina S.A

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USD 2.99B
ZVIA Zevia Pbc

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USD 0.14B

ETFs Containing KO

XUCS:SW 10.11 % 0.00 %

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2B7D:XETRA iShares S&P 500 Consumer .. 9.67 % 0.00 %

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USD 0.33B
IUCS:SW iShares S&P 500 Consumer .. 9.30 % 0.00 %

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USD 0.47B
3SUE:F iShares MSCI World Consum.. 9.03 % 0.00 %

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2B7D:F iShares S&P 500 Consumer .. 8.65 % 0.00 %

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FSTA Fidelity® MSCI Consumer .. 7.93 % 0.08 %

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USD 1.24B
COSW:PA Amundi S&P Global Consume.. 7.69 % 0.00 %

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USD 0.25B
WELM:XETRA Amundi S&P Global Consume.. 6.96 % 0.00 %

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WELW:XETRA Amundi S&P Global Consume.. 6.96 % 0.00 %

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WCOS:SW SPDR® MSCI World Consume.. 6.65 % 0.00 %

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USD 0.10B
XWCS:LSE Xtrackers MSCI World Cons.. 6.64 % 0.00 %

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USD 1.12B
XDWS:SW Xtrackers MSCI World Cons.. 6.51 % 0.00 %

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USD 1.12B
XLP Consumer Staples Select S.. 6.44 % 0.13 %

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USD 16.07B
DOGG First Trust Exchange-Trad.. 5.71 % 0.00 %

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USD 0.03B
CEMG:XETRA iShares MSCI EM Consumer .. 5.09 % 0.00 %

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USD 0.08B
SXLP:SW SPDR S&P U.S. Consumer St.. 4.99 % 0.00 %

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ESGS 4.96 % 0.35 %

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BQGE:F Ossiam Lux Barclays Quant.. 4.81 % 0.00 %

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ZWH:CA BMO US High Dividend Cove.. 4.59 % 0.71 %

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CAD 1.05B
IUAE:CA Invesco S&P US Dividend A.. 4.59 % 0.00 %

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CAD 1.21M
EQIN Russell Equity Income ETF 4.57 % 0.00 %

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USD 0.15B
KXI iShares Global Consumer S.. 4.51 % 0.46 %

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USD 0.80B
SCHD Schwab U.S. Dividend Equi.. 4.50 % 0.07 %

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USD 65.62B
UDI USCF ETF Trust 4.37 % 0.00 %

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UGE ProShares Ultra Consumer .. 4.25 % 0.95 %

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USD 7.86M
AGQI First Trust Exchange-Trad.. 4.24 % 0.00 %

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USD 0.05B
DVOP 3.93 % 0.00 %

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KNGS 3.72 % 0.00 %

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PBI:CA Purpose Best Ideas 3.47 % 0.79 %

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CAD 0.01B
EDOW First Trust Dow 30 Equal .. 3.44 % 0.50 %

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USD 0.21B
DIVS SmartETFs Dividend Builde.. 3.16 % 0.00 %

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USD 0.04B
SMVP:CA HAMILTON CHAMPIONS U.S. D.. 3.09 % 0.00 %

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CAD 9.84M
RSPS Invesco S&P 500 Equal Wei.. 3.08 % 0.00 %

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USD 0.27B
GDIV Harbor Dividend Growth Le.. 2.95 % 0.00 %

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USD 0.23B
AIEQ Amplify ETF Trust 2.93 % 0.75 %

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USD 0.11B
UQLTS:SW UBS (Irl) ETF plc - Facto.. 2.90 % 0.00 %

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USD 0.03B
UQLTE:SW UBS (Irl) ETF plc - Facto.. 2.90 % 0.00 %

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USD 0.04B
UQLTH:SW UBS (Irl) ETF plc - Facto.. 2.90 % 0.00 %

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USD 0.02B
HSUD:PA HSBC USA Sustainable Equi.. 2.74 % 0.00 %

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FTLS First Trust Long/Short Eq.. 2.71 % 1.59 %

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USD 1.87B
XDU:CA iShares Core MSCI US Qual.. 2.70 % 0.16 %

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CAD 0.23B
HSWD:PA HSBC Developed World Sust.. 2.69 % 0.00 %

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IWQE:SW iShares MSCI World Qualit.. 2.69 % 0.00 %

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USD 0.13B
SRIU:LSE UBS (Irl) ETF plc - MSCI .. 2.68 % 0.00 %

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USD 0.48B
SRUG:LSE UBS (Irl) ETF plc - MSCI .. 2.68 % 0.00 %

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USD 0.16B
USSRE:SW 2.67 % 0.00 %

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3SUR:XETRA iShares MSCI USA SRI UCIT.. 2.63 % 0.00 %

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USD 0.40B
DGRA:SW WisdomTree US Quality Div.. 2.61 % 0.00 %

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DGRW:SW 2.61 % 0.00 %

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HSUD:LSE HSBC USA Sustainable Equi.. 2.60 % 0.00 %

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USD 0.70B
4UBD:XETRA UBS (Irl) ETF plc - MSCI .. 2.60 % 0.00 %

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USD 0.06B
4UBI:XETRA UBS (Irl) ETF plc - MSCI .. 2.60 % 0.00 %

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USD 0.37B
USSRI:SW UBS (Irl) ETF plc - MSCI .. 2.60 % 0.00 %

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USD 0.93B
USSRIC:SW UBS (Irl) ETF plc - MSCI .. 2.60 % 0.00 %

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USD 0.12B
USSRID:SW UBS (Irl) ETF plc - MSCI .. 2.60 % 0.00 %

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USD 0.47B
ASRUSA:SW UBS(Lux)Fund Solutions .. 2.59 % 0.00 %

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USD 1.40B
USSRF:SW UBS(Lux)Fund Solutions .. 2.59 % 0.00 %

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USD 0.11B
USSRS:SW UBS(Lux)Fund Solutions .. 2.59 % 0.00 %

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USD 0.01B
HSWD:LSE HSBC Developed World Sust.. 2.55 % 0.00 %

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USD 0.17B
H41C:XETRA HSBC Developed World Sust.. 2.54 % 0.00 %

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USD 0.24B
HSWD:SW HSBC DEVELOPED WORLD SUST.. 2.54 % 0.00 %

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H412:XETRA HSBC USA Sustainable Equi.. 2.54 % 0.00 %

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USD 1.03B
HSUD:SW HSBC USA SUSTAINABLE EQUI.. 2.54 % 0.00 %

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UPVLE:SW UBS (Irl) ETF plc - Facto.. 2.50 % 0.00 %

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USD 0.01B
UPVLH:SW UBS (Irl) ETF plc - Facto.. 2.50 % 0.00 %

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USD 7.10M
AVIE American Century ETF Trus.. 2.45 % 0.00 %

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UPVLD:SW 2.42 % 0.00 %

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EMOT First Trust Exchange-Trad.. 2.37 % 0.00 %

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USD 3.99M
FDVV Fidelity® High Dividend .. 2.35 % 0.30 %

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USD 4.61B
REUSE:PA BNP Paribas Easy ECPI Cir.. 2.30 % 0.00 %

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SUAS:SW iShares MSCI USA SRI UCIT.. 2.28 % 0.00 %

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USD 3.73B
SUAP:LSE iShares MSCI USA SRI UCIT.. 2.28 % 0.00 %

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USD 0.03B
4UBK:XETRA 2.25 % 0.00 %

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FLXX:XETRA Franklin LibertyShares IC.. 2.22 % 0.00 %

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USD 0.04B
FTCS:LSE First Trust Capital Stren.. 2.22 % 0.00 %

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USD 8.54M
FCSG:LSE FIRST TRUST GLOBAL FUNDS .. 2.21 % 0.00 %

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USD 0.05B
REUSD:PA BNP Paribas Easy ECPI Cir.. 2.16 % 0.00 %

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WTEQ:XETRA WisdomTree Global Quality.. 2.07 % 0.00 %

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GGRA:SW WisdomTree Global Quality.. 2.07 % 0.00 %

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GGRW:SW WisdomTree Global Quality.. 2.07 % 0.00 %

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MILL:PA Lyxor Index Fund - Lyxor .. 2.07 % 0.00 %

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MILL:SW Amundi MSCI Millennials E.. 1.97 % 0.00 %

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USD 0.16B
GENY:LSE Amundi MSCI Millennials E.. 1.96 % 0.00 %

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USD 0.21B
WGRU:XETRA WisdomTree Global Quality.. 1.93 % 0.00 %

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XDG:CA iShares Core MSCI Global .. 1.89 % 0.22 %

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CAD 0.47B
WSRIA:SW UBS (Irl) ETF plc – MSC.. 1.84 % 0.00 %

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USD 1.15B
WSRIC:SW UBS (Irl) ETF plc – MSC.. 1.84 % 0.00 %

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USD 0.14B
WSRID:SW UBS (Irl) ETF plc – MSC.. 1.84 % 0.00 %

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USD 0.28B
WSRUS:SW UBS(Lux)Fund Solutions .. 1.83 % 0.00 %

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USD 1.52B
SRIW:LSE UBS (Irl) ETF plc – MSC.. 1.76 % 0.00 %

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USD 0.29B
SRWG:LSE UBS (Irl) ETF plc – MSC.. 1.76 % 0.00 %

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USD 1.52M
WSRUSA:SW UBS(Lux)Fund Solutions .. 1.73 % 0.00 %

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USD 4.49B
4UB1:XETRA UBS (Irl) ETF plc – MSC.. 1.72 % 0.00 %

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USD 0.11B
4UBH:XETRA UBS (Irl) ETF plc – MSC.. 1.72 % 0.00 %

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USD 0.41B
MILL:LSE Amundi MSCI Millennials E.. 1.71 % 0.00 %

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UEFZ:F UBS ETF SICAV - SBI Forei.. 1.67 % 0.00 %

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USD 0.39B
UEFZ:XETRA 1.67 % 0.00 %

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SF5CHA:SW 1.67 % 0.00 %

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F5ESG:SW UBS(Lux)Fund Solutions .. 1.67 % 0.00 %

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SUSA iShares MSCI USA ESG Sele.. 1.65 % 0.25 %

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USD 3.14B
KNG FT Cboe Vest S&P 500® Di.. 1.63 % 0.00 %

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USD 3.66B
SUSW:SW iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 7.66B
UEEA:XETRA iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 0.38B
SCWS:SW iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 0.07B
SESW:SW iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 0.42B
SGWS:SW iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 0.08B
SUWU:SW iShares MSCI World SRI UC.. 1.62 % 0.00 %

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USD 0.05B
SGWS:LSE iShares MSCI World SRI UC.. 1.59 % 0.00 %

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USD 0.12B
AW1R:XETRA UBS MSCI ACWI Socially Re.. 1.57 % 0.00 %

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USD 0.91B
AWSRIS:SW UBS (Irl) ETF plc - MSCI .. 1.55 % 0.00 %

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USD 0.48B
AWSRIT:SW UBS (Irl) ETF plc - MSCI .. 1.55 % 0.00 %

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USD 0.03B
EVUS iShares ESG Aware MSCI US.. 1.53 % 0.00 %

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USD 0.02B
LGBT 1.52 % 0.00 %

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4UB9:XETRA 1.50 % 0.00 %

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SUWG:LSE iShares MSCI World SRI UC.. 1.47 % 0.00 %

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AW1P:XETRA UBS (Irl) ETF plc - MSCI .. 1.43 % 0.00 %

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AWSRIA:SW UBS (Irl) ETF plc - MSCI .. 1.43 % 0.00 %

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AWSRIJ:SW 1.43 % 0.00 %

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AWSRI:SW UBS (Irl) ETF plc - MSCI .. 1.43 % 0.00 %

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HIDV AB US High Dividend ETF 1.42 % 0.00 %

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USD 0.04B
CBUY:XETRA iShares MSCI ACWI SRI UCI.. 1.40 % 0.00 %

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CBUQ:XETRA iShares MSCI ACWI SRI UCI.. 1.40 % 0.00 %

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SPLV Invesco S&P 500® Low Vol.. 1.38 % 0.25 %

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USD 7.56B
CYH:CA iShares Global Monthly Di.. 1.37 % 0.66 %

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CAD 0.15B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.33 % 0.00 %

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LOWV:PA SPDR® S&P 500 Low Volati.. 1.32 % 0.00 %

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LOWV:SW SPDR S&P 500 Low Volatili.. 1.31 % 0.00 %

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SPLG:LSE Invesco S&P 500 Low Volat.. 1.30 % 0.00 %

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USD 0.03B
IUSV iShares Core S&P U.S. Val.. 1.20 % 0.04 %

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USD 18.89B
USVUSY:SW UBS (Irl) ETF plc - MSCI .. 1.15 % 0.00 %

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USD 0.57B
LUESG:SW Amundi MSCI USA ESG Leade.. 1.14 % 0.00 %

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USD 0.74B
FLXG:XETRA Franklin LibertyShares IC.. 1.13 % 0.00 %

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USD 0.02B
ULOVE:SW UBS (Irl) ETF plc - Facto.. 1.06 % 0.00 %

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USD 4.89M
ULOVD:SW 1.00 % 0.00 %

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CFA VictoryShares US 500 Vola.. 0.00 % 0.35 %

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USD 0.52B
CFO VictoryShares US 500 Enha.. 0.00 % 0.35 %

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USD 0.41B
DJD Invesco Dow Jones Industr.. 0.00 % 0.09 %

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FTCS First Trust Capital Stren.. 0.00 % 0.60 %

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USD 8.47B
HUSV First Trust Horizon Manag.. 0.00 % 0.70 %

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JHMS 0.00 % 0.47 %

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LDRI iShares Trust 0.00 % 0.22 %

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PUD:CA 0.00 % 0.68 %

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LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

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USD 0.53B
EVSTC 0.00 % 0.00 %

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RWDC 0.00 % 0.00 %

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FCQH:CA Fidelity U.S. High Qualit.. 0.00 % 0.43 %

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CAD 0.05B
PUD-B:CA 0.00 % 0.00 %

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HID-B:CA 0.00 % 0.00 %

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AWSG:LSE UBS (Irl) ETF plc - MSCI .. 0.00 % 0.00 %

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AWSR:LSE UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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RWU.B:CA 0.00 % 0.72 %

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SCHV Schwab U.S. Large-Cap Val.. 0.00 % 0.04 %

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USD 11.19B
SHU:CA 0.00 % 0.70 %

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VDC Vanguard Consumer Staples.. 0.00 % 0.10 %

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DGR:CA 0.00 % 0.43 %

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HID:CA 0.00 % 0.40 %

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DQD:CA 0.00 % 0.49 %

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XDGH:CA iShares Core MSCI Global .. 0.00 % 0.22 %

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CAD 0.09B
XDUH:CA iShares Core MSCI US Qual.. 0.00 % 0.15 %

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CAD 0.06B
DGRA:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

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DGRG:LSE WisdomTree Issuer ICAV - .. 0.00 % 0.00 %

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DGRP:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

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DGRW:LSE WisdomTree US Quality Div.. 0.00 % 0.00 %

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GGRA:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

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GGRG:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

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GGRP:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

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GGRW:LSE WisdomTree Global Quality.. 0.00 % 0.00 %

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HDIQ:LSE iShares MSCI USA Dividend.. 0.00 % 0.00 %

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ICSU:LSE iShares S&P 500 Consumer .. 0.00 % 0.00 %

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IUCS:LSE iShares S&P 500 Consumer .. 0.00 % 0.00 %

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USD 0.50B
SUSW:LSE iShares MSCI World SRI UC.. 0.00 % 0.00 %

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SUUS:LSE iShares Sustainable MSCI .. 0.00 % 0.00 %

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SUWS:LSE iShares MSCI World SRI UC.. 0.00 % 0.00 %

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SXLP:LSE SPDR S&P U.S. Consumer St.. 0.00 % 0.00 %

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UC44:LSE UBS MSCI World Socially R.. 0.00 % 0.00 %

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UC46:LSE UBS MSCI USA Socially Res.. 0.00 % 0.00 %

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UC96:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USD 0.15B
UC99:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USD 1.21B
ULOV:LSE 0.00 % 0.00 %

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UPVL:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USD 7.11M
UQLT:LSE UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USD 0.02B
VHYD:LSE Vanguard FTSE All-World H.. 0.00 % 0.00 %

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USD 5.61B
VHYL:LSE Vanguard FTSE All-World H.. 0.00 % 0.00 %

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USD 5.61B
WCOS:LSE SPDR® MSCI World Consume.. 0.00 % 0.00 %

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XDND:LSE 0.00 % 0.00 %

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XDWS:LSE Xtrackers MSCI World Cons.. 0.00 % 0.00 %

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XSCS:LSE Xtrackers MSCI USA Consum.. 0.00 % 0.00 %

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USD 0.35B
ZISG:LSE 0.00 % 0.00 %

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SUAS:LSE iShares Sustainable MSCI .. 0.00 % 0.00 %

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XUCS:LSE Xtrackers MSCI USA Consum.. 0.00 % 0.00 %

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USD 0.35B
ZILS:LSE 0.00 % 0.00 %

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3SUR:F iShares MSCI USA SRI UCIT.. 0.00 % 0.00 %

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USD 0.26B
AW1R:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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QDVD:F iShares MSCI USA Dividend.. 0.00 % 0.00 %

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QDVR:F iShares MSCI USA SRI UCIT.. 0.00 % 0.00 %

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SEAC:F UBS (Lux) Fund Solutions .. 0.00 % 0.00 %

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UBU5:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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USD 0.56B
UBUS:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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USD 0.14B
UBUT:F UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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USD 0.98B
UBUW:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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USD 0.01B
UBUX:F UBS (Irl) ETF Public Limi.. 0.00 % 0.00 %

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USD 0.03B
UET1:F UBS ETF - MSCI USA Social.. 0.00 % 0.00 %

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UIMM:F UBS (Lux) Fund Solutions .. 0.00 % 0.00 %

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USD 3.92B
UIMP:F UBS ETF - MSCI USA Social.. 0.00 % 0.00 %

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USD 1.16B
VGWD:F Vanguard FTSE All-World H.. 0.00 % 0.00 %

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USD 5.03B
WTDM:F WisdomTree US Quality Div.. 0.00 % 0.00 %

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USD 0.24B
WTEM:F WisdomTree Global Quality.. 0.00 % 0.00 %

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USD 0.22B
XDND:F Xtrackers MSCI North Amer.. 0.00 % 0.00 %

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USD 0.11B
XDWS:F Xtrackers MSCI World Cons.. 0.00 % 0.00 %

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USD 0.73B
XUCS:F Xtrackers (IE) Public Lim.. 0.00 % 0.00 %

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USD 0.09B
ZPDS:F SPDR S&P U.S. Consumer St.. 0.00 % 0.00 %

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USD 0.20B
FLXG:F Franklin LibertyShares IC.. 0.00 % 0.00 %

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USD 0.02B
XMDU:F 0.00 % 0.00 %

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QDVR:XETRA iShares MSCI USA SRI UCIT.. 0.00 % 0.00 %

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SEAC:XETRA UBS(Lux)Fund Solutions M.. 0.00 % 0.00 %

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UBUS:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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UBUT:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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UBUW:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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UBUX:XETRA UBS (Irl) ETF plc - Facto.. 0.00 % 0.00 %

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UET1:XETRA UBS(Lux)Fund Solutions .. 0.00 % 0.00 %

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UIMM:XETRA UBS (Lux) Fund Solutions .. 0.00 % 0.00 %

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UIMP:XETRA UBS MSCI USA Socially Res.. 0.00 % 0.00 %

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WTDM:XETRA WisdomTree US Quality Div.. 0.00 % 0.00 %

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WTEM:XETRA WisdomTree Global Quality.. 0.00 % 0.00 %

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XDND:XETRA Xtrackers MSCI North Amer.. 0.00 % 0.00 %

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XDWS:XETRA Xtrackers MSCI World Cons.. 0.00 % 0.00 %

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XUCS:XETRA Xtrackers MSCI USA Consum.. 0.00 % 0.00 %

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XMDU:XETRA 0.00 % 0.00 %

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ZPDS:XETRA SPDR S&P U.S. Consumer St.. 0.00 % 0.00 %

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ZPAY:CA BMO Premium Yield ETF 0.00 % 0.00 %

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ZWG:CA BMO Global High Dividend .. 0.00 % 0.00 %

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CAD 0.25B
WSRI:CA Wealthsimple North Americ.. 0.00 % 0.00 %

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CAD 0.82B
HQLT:AU BetaShares Global Quality.. 0.00 % 0.00 %

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USD 0.57B
IXI:AU iShares Global Consumer S.. 0.00 % 0.00 %

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FLXX:LSE Franklin LibertyQ Global .. 0.00 % 0.00 %

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FRGD:LSE Franklin LibertyQ Global .. 0.00 % 0.00 %

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TACE 0.00 % 0.00 %

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2B7J:XETRA iShares MSCI World SRI UC.. 0.00 % 0.00 %

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2B7K:XETRA iShares MSCI World SRI UC.. 0.00 % 0.00 %

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36B6:XETRA iShares MSCI USA SRI UCIT.. 0.00 % 0.00 %

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XDU-U:CA iShares Core MSCI US Qual.. 0.00 % 0.00 %

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XDG-U:CA iShares Core MSCI Global .. 0.00 % 0.00 %

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TWIO 0.00 % 0.00 %

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WKLY 0.00 % 0.00 %

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2B7K:F iShares MSCI World SRI UC.. 0.00 % 0.00 %

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36B6:F iShares MSCI USA SRI UCIT.. 0.00 % 0.00 %

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2B7J:F iShares MSCI World SRI UC.. 0.00 % 0.00 %

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MAGR:F Ishares III Plc - Blackro.. 0.00 % 0.00 %

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MAGR:XETRA BlackRock ESG Multi-Asset.. 0.00 % 0.00 %

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USD 0.03B

Market Performance

  Market Performance vs. Industry/Classification (Beverages - Non-Alcoholic) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 17.25% 67% D+ 95% A
Dividend Return 0.82% 100% F 40% F
Total Return 18.07% 67% D+ 95% A
Trailing 12 Months  
Capital Gain 21.32% 40% F 89% A-
Dividend Return 3.27% 50% F 55% F
Total Return 24.59% 40% F 89% A-
Trailing 5 Years  
Capital Gain 56.89% 50% F 60% D-
Dividend Return 19.26% 25% F 50% F
Total Return 76.14% 25% F 59% D-
Average Annual (5 Year Horizon)  
Capital Gain 5.93% 40% F 57% F
Dividend Return 8.77% 40% F 59% D-
Total Return 2.83% 25% F 61% D-
Risk Return Profile  
Volatility (Standard Deviation) 13.40% 100% F 69% C-
Risk Adjusted Return 65.40% 80% B- 78% C+
Market Capitalization 307.40B 100% F 100% F

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:
Superior risk adjusted returns

This stock has performed well, on a risk adjusted basis, compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile.

Superior return on assets

The company management has delivered better return on assets in the most recent 4 quarters than its peers, placing it in the top quartile.

Superior return on equity

The company management has delivered better return on equity in the most recent 4 quarters than its peers, placing it in the top quartile.

Low volatility

The stock’s annual returns have been stable and consistent compared to its sector peers(for a hold period of at least 12 months) and is in the top quartile. Although stability is good, also keep in mind it can limit returns.

High market capitalization

This is one of the largest entities in its sector and is among the top quartile. Such companies tend to be more stable.

Positive cash flow

The company had positive total cash flow in the most recent four quarters.

Positive free cash flow

The company had positive total free cash flow in the most recent four quarters.

What to not like:
Highly leveraged

The company is in the bottom half compared to its sector peers on debt to equity and is highly leveraged. However, do check the news and look at its sector and management statements. Sometimes this is high because the company is trying to grow aggressively.

Poor capital utilization

The company management has delivered below median return on invested capital in the most recent 4 quarters compared to its peers.

Overpriced on cashflow basis

The stock is trading high compared to its peers on a price to cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Overpriced compared to book value

The stock is trading high compared to its peers median on a price to book value basis.

Overpriced compared to earnings

The stock is trading high compared to its peers on a price to earning basis and is above the sector median.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.

Below median total returns

The company has under performed its peers on annual average total returns in the past 5 years.

Overpriced on free cash flow basis

The stock is trading high compared to its peers on a price to free cash flow basis. It is priced above the median for its sectors. Proceed with caution if you are considering to buy.

Low Revenue Growth

This stock has shown below median revenue growth in the previous 5 years compared to its sector