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

EQUITY | Beverages - Non-Alcoholic | New York Stock Exchange

Last Closing

USD 62.17

Change

0.00 (0.00)%

Market Cap

USD 177.59B

Volume

0.01B

Analyst Target

USD 53.90
Analyst Rating

Verdict

ducovest Verdict

Verdict

About

Coca-Cola Co manufactures, distributes and markets non-alcoholic beverage concentrates and syrups. It offers waters, enhanced waters, juices and juice drinks, ready-to-drink teas and coffees, and energy and sports drinks.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-05-05 )

Largest Industry Peers for Beverages - Non-Alcoholic

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

N/A

USD 20.52B
PRMW Primo Water Corp

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USD 3.39B
AKO-B Embotelladora Andina S.A

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USD 2.92B
AKO-A Embotelladora Andina S.A

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USD 2.63B
ZVIA Zevia Pbc

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USD 0.06B

ETFs Containing KO

XUCS:F Xtrackers (IE) Public Lim.. 9.52 % 0.00 %

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USD 0.09B
XUCS:XETRA Xtrackers MSCI USA Consum.. 9.52 % 0.00 %

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USD 0.09B
XUCS:SW Xtrackers MSCI USA Consum.. 9.52 % 0.00 %

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USD 0.09B
XSCS:LSE Xtrackers MSCI USA Consum.. 9.35 % 0.00 %

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USD 0.09B
XUCS:LSE Xtrackers MSCI USA Consum.. 9.35 % 0.00 %

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USD 0.09B
ZPDS:F SPDR S&P U.S. Consumer St.. 9.20 % 0.00 %

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USD 0.20B
ZPDS:XETRA SPDR S&P U.S. Consumer St.. 9.20 % 0.00 %

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USD 0.20B
SXLP:SW SPDR S&P U.S. Consumer St.. 9.20 % 0.00 %

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IUCS:SW iShares S&P 500 Consumer .. 9.19 % 0.00 %

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USD 0.41B
ICSU:LSE iShares S&P 500 Consumer .. 9.17 % 0.00 %

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USD 0.41B
2B7D:F iShares S&P 500 Consumer .. 9.06 % 0.00 %

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IUCS:LSE iShares S&P 500 Consumer .. 9.05 % 0.00 %

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USD 0.41B
2B7D:XETRA iShares S&P 500 Consumer .. 9.04 % 0.00 %

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USD 0.33B
3SUE:XETRA iShares MSCI World Consum.. 8.78 % 0.00 %

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USD 0.09B
COSW:PA Amundi S&P Global Consume.. 8.77 % 0.00 %

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USD 0.22B
WELM:XETRA Amundi S&P Global Consume.. 8.77 % 0.00 %

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USD 0.23B
WELW:XETRA Amundi S&P Global Consume.. 8.77 % 0.00 %

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USD 0.23B
3SUE:F iShares MSCI World Consum.. 8.77 % 0.00 %

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USD 0.09B
UGE ProShares Ultra Consumer .. 6.84 % 0.95 %

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USD 7.04M
WCOS:LSE SPDR® MSCI World Consume.. 6.07 % 0.00 %

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USD 0.10B
WCOS:SW SPDR® MSCI World Consume.. 6.07 % 0.00 %

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USD 0.10B
XDWS:LSE Xtrackers MSCI World Cons.. 6.07 % 0.00 %

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USD 0.92B
XDWS:F Xtrackers MSCI World Cons.. 6.07 % 0.00 %

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USD 0.73B
XDWS:XETRA Xtrackers MSCI World Cons.. 6.07 % 0.00 %

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USD 0.73B
XWCS:LSE Xtrackers MSCI World Cons.. 6.07 % 0.00 %

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USD 0.92B
XDWS:SW Xtrackers MSCI World Cons.. 5.92 % 0.00 %

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USD 0.92B
MDVD:CA Mackenzie Global Sustaina.. 5.02 % 0.00 %

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CAD 7.15M
DOGG 4.97 % 0.00 %

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CEMG:F iShares V Public Limited .. 4.87 % 0.00 %

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USD 0.08B
CEMG:XETRA iShares MSCI EM Consumer .. 4.87 % 0.00 %

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USD 0.08B
UDI USCF ETF Trust 4.36 % 0.00 %

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USD 5.94M
IUAE:CA Invesco S&P US Dividend A.. 4.05 % 0.00 %

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CAD 1.13M
DVOP 3.93 % 0.00 %

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ZWH:CA BMO US High Dividend Cove.. 3.91 % 0.71 %

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CAD 1.04B
XHD:CA iShares US High Dividend .. 3.84 % 0.33 %

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CAD 0.18B
SUAS:SW iShares MSCI USA SRI UCIT.. 3.07 % 0.00 %

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USD 6.11B
36B6:F iShares MSCI USA SRI UCIT.. 3.03 % 0.00 %

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DEW WisdomTree Global High Di.. 3.02 % 0.58 %

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USD 0.11B
SUUS:LSE iShares Sustainable MSCI .. 3.01 % 0.00 %

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USD 6.11B
SUAS:LSE iShares Sustainable MSCI .. 3.01 % 0.00 %

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USD 6.11B
SUAP:LSE iShares MSCI USA SRI UCIT.. 3.01 % 0.00 %

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USD 0.06B
3SUR:F iShares IV Public Limited.. 3.00 % 0.00 %

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QDVR:F iShares MSCI USA SRI UCIT.. 3.00 % 0.00 %

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USD 7.94B
3SUR:XETRA iShares MSCI USA SRI UCIT.. 3.00 % 0.00 %

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USD 0.40B
QDVR:XETRA iShares MSCI USA SRI UCIT.. 3.00 % 0.00 %

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USD 7.22B
36B6:XETRA iShares MSCI USA SRI UCIT.. 3.00 % 0.00 %

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USD 7.02B
WTDM:F WisdomTree US Quality Div.. 2.82 % 0.00 %

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USD 0.24B
WTDM:XETRA WisdomTree US Quality Div.. 2.82 % 0.00 %

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USD 0.24B
DGRA:SW WisdomTree US Quality Div.. 2.82 % 0.00 %

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USD 0.48B
DGRW:SW WisdomTree US Quality Div.. 2.82 % 0.00 %

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USD 0.10B
DGRA:LSE WisdomTree US Quality Div.. 2.75 % 0.00 %

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USD 0.48B
DGRG:LSE WisdomTree Issuer ICAV - .. 2.75 % 0.00 %

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USD 0.48B
DGRP:LSE WisdomTree US Quality Div.. 2.75 % 0.00 %

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USD 0.10B
DGRW:LSE WisdomTree US Quality Div.. 2.75 % 0.00 %

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USD 0.10B
DGR-B:CA CI WisdomTree U.S. Qualit.. 2.72 % 0.00 %

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CAD 0.33B
USSRE:SW 2.67 % 0.00 %

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UET1:F UBS ETF - MSCI USA Social.. 2.60 % 0.00 %

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UIMP:F UBS ETF - MSCI USA Social.. 2.60 % 0.00 %

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USD 1.59B
UET1:XETRA UBS(Lux)Fund Solutions .. 2.60 % 0.00 %

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USD 0.15B
UIMP:XETRA UBS MSCI USA Socially Res.. 2.60 % 0.00 %

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USD 1.50B
ASRUSA:SW UBS(Lux)Fund Solutions .. 2.60 % 0.00 %

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USD 1.58B
USSRF:SW UBS(Lux)Fund Solutions .. 2.60 % 0.00 %

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USD 0.12B
USSRS:SW UBS(Lux)Fund Solutions .. 2.60 % 0.00 %

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USD 0.01B
4UBD:XETRA UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.06B
4UBI:XETRA UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.37B
4UBK:XETRA UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.45B
USSRI:SW UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 1.02B
USSRIC:SW UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.02B
USSRID:SW UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.37B
SRUG:LSE UBS (Irl) ETF plc - MSCI .. 2.59 % 0.00 %

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USD 0.16B
UC46:LSE UBS MSCI USA Socially Res.. 2.57 % 0.00 %

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USD 1.59B
SRIU:LSE UBS (Irl) ETF plc - MSCI .. 2.56 % 0.00 %

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USD 0.37B
XDU-U:CA iShares Core MSCI US Qual.. 2.54 % 0.00 %

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AVIE American Century ETF Trus.. 2.39 % 0.00 %

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USD 5.06M
XDND:F Xtrackers MSCI North Amer.. 2.39 % 0.00 %

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USD 0.13B
XDND:XETRA Xtrackers MSCI North Amer.. 2.39 % 0.00 %

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USD 0.14B
IWQE:SW iShares MSCI World Qualit.. 2.35 % 0.00 %

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USD 0.52B
UBUS:F UBS (Irl) ETF Public Limi.. 2.31 % 0.00 %

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USD 0.33B
UBUW:F UBS (Irl) ETF Public Limi.. 2.31 % 0.00 %

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USD 0.02B
UBUS:XETRA UBS (Irl) ETF plc - Facto.. 2.31 % 0.00 %

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USD 0.49B
UBUW:XETRA UBS (Irl) ETF plc - Facto.. 2.31 % 0.00 %

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USD 0.05B
UPVLE:SW UBS (Irl) ETF plc - Facto.. 2.31 % 0.00 %

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USD 0.02B
UPVLD:SW UBS (Irl) ETF plc - Facto.. 2.31 % 0.00 %

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USD 0.33B
UPVLH:SW 2.31 % 0.00 %

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UC96:LSE UBS (Irl) ETF plc - Facto.. 2.27 % 0.00 %

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USD 0.32B
UPVL:LSE UBS (Irl) ETF plc - Facto.. 2.27 % 0.00 %

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USD 8.73M
DCPE DoubleLine Shiller CAPE U.. 2.26 % 0.00 %

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USD 0.38B
HQLT:AU BetaShares Global Quality.. 2.21 % 0.00 %

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USD 0.57B
QLTY:AU Betashares Global Quality.. 2.21 % 0.00 %

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USD 0.57B
WTEM:F WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 0.22B
WTEM:XETRA WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 0.22B
WTEQ:XETRA WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 1.65B
WGRU:XETRA WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 1.65B
GGRA:SW WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 0.70B
GGRW:SW WisdomTree Global Quality.. 2.17 % 0.00 %

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USD 0.27B
GGRA:LSE WisdomTree Global Quality.. 2.12 % 0.00 %

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USD 0.70B
GGRG:LSE WisdomTree Global Quality.. 2.12 % 0.00 %

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USD 0.70B
GGRP:LSE WisdomTree Global Quality.. 2.12 % 0.00 %

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USD 0.27B
GGRW:LSE WisdomTree Global Quality.. 2.12 % 0.00 %

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USD 0.27B
XDG-U:CA iShares Core MSCI Global .. 1.88 % 0.00 %

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SUSW:LSE iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 7.00B
SUSW:SW iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 7.00B
UEEA:XETRA iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 0.38B
SCWS:SW iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 0.10B
SESW:SW iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 0.69B
SGWS:SW iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 0.16B
SUWU:SW iShares MSCI World SRI UC.. 1.85 % 0.00 %

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USD 0.01B
SUWS:LSE iShares MSCI World SRI UC.. 1.84 % 0.00 %

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USD 1.65B
SGWS:LSE iShares MSCI World SRI UC.. 1.84 % 0.00 %

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USD 0.16B
2B7K:F iShares MSCI World SRI UC.. 1.82 % 0.00 %

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SUWG:LSE iShares MSCI World SRI UC.. 1.82 % 0.00 %

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USD 1.66B
2B7J:XETRA iShares MSCI World SRI UC.. 1.81 % 0.00 %

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USD 1.19B
2B7K:XETRA iShares MSCI World SRI UC.. 1.81 % 0.00 %

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USD 0.35B
EVUS 1.80 % 0.00 %

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WSRI:CA Wealthsimple North Americ.. 1.73 % 0.00 %

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CAD 0.66B
UC44:LSE UBS MSCI World Socially R.. 1.67 % 0.00 %

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USD 4.34B
SRIW:LSE UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.33B
SEAC:F UBS (Lux) Fund Solutions .. 1.67 % 0.00 %

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USD 5.63B
UIMM:F UBS (Lux) Fund Solutions .. 1.67 % 0.00 %

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USD 4.35B
SEAC:XETRA UBS(Lux)Fund Solutions M.. 1.67 % 0.00 %

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USD 5.63B
UIMM:XETRA UBS (Lux) Fund Solutions .. 1.67 % 0.00 %

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USD 5.63B
WSRUSA:SW UBS(Lux)Fund Solutions .. 1.67 % 0.00 %

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USD 4.33B
WSRUS:SW UBS(Lux)Fund Solutions .. 1.67 % 0.00 %

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USD 1.27B
UEFZ:F UBS ETF SICAV - SBI Forei.. 1.67 % 0.00 %

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USD 0.40B
UEFZ:XETRA UBS - SBI Foreign AAA-BBB.. 1.67 % 0.00 %

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USD 0.42B
SF5CHA:SW 1.67 % 0.00 %

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

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USD 0.40B
4UB1:XETRA UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.11B
4UB9:XETRA UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.21B
4UBH:XETRA UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.41B
WSRIA:SW UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.87B
WSRIC:SW UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.10B
WSRID:SW UBS (Irl) ETF plc – MSC.. 1.67 % 0.00 %

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USD 0.33B
SRWG:LSE UBS (Irl) ETF plc – MSC.. 1.65 % 0.00 %

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USD 2.34M
CBUY:XETRA iShares MSCI ACWI SRI UCI.. 1.62 % 0.00 %

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USD 0.06B
CBUQ:XETRA iShares MSCI ACWI SRI UCI.. 1.62 % 0.00 %

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USD 0.06B
LGBT 1.52 % 0.00 %

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AWSG:LSE UBS (Irl) ETF plc - MSCI .. 1.47 % 0.00 %

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USD 0.34B
AW1R:F UBS (Irl) ETF Public Limi.. 1.46 % 0.00 %

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AW1R:XETRA UBS MSCI ACWI Socially Re.. 1.46 % 0.00 %

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USD 0.91B
AW1P:XETRA UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 2.86B
AWSRIA:SW UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 0.49B
AWSRIJ:SW UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 2.63B
AWSRI:SW UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 0.10B
AWSRIS:SW UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 0.47B
AWSRIT:SW UBS (Irl) ETF plc - MSCI .. 1.46 % 0.00 %

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USD 0.02B
AWSR:LSE UBS (Irl) ETF Public Limi.. 1.46 % 0.00 %

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USD 0.45B
LOWV:LSE SPDR® S&P 500 Low Volati.. 1.43 % 0.00 %

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USD 0.13B
USLV:LSE SPDR® S&P 500 Low Volati.. 1.43 % 0.00 %

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USD 0.13B
SPY1:F SSgA SPDR ETFs Europe I P.. 1.43 % 0.00 %

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USD 0.13B
SPY1:XETRA SPDR® S&P 500 Low Volati.. 1.43 % 0.00 %

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USD 0.13B
LOWV:SW SPDR S&P 500 Low Volatili.. 1.43 % 0.00 %

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SPLG:LSE Invesco S&P 500 Low Volat.. 1.42 % 0.00 %

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USD 0.02B
SPLW:LSE Invesco S&P 500 Low Volat.. 1.41 % 0.00 %

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USD 0.02B
CYH:CA iShares Global Monthly Di.. 1.39 % 0.66 %

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CAD 0.14B
UBUR:F UBS (Irl) ETF Public Limi.. 0.89 % 0.00 %

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USD 0.04B
UBUV:F UBS (Irl) ETF Public Limi.. 0.89 % 0.00 %

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USD 4.99M
UBUR:XETRA UBS (Irl) ETF plc - Facto.. 0.89 % 0.00 %

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USD 0.04B
UBUV:XETRA UBS (Irl) ETF plc - Facto.. 0.89 % 0.00 %

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USD 9.08M
ULOVD:SW UBS (Irl) ETF plc - Facto.. 0.89 % 0.00 %

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USD 0.04B
ULOVE:SW UBS (Irl) ETF plc - Facto.. 0.89 % 0.00 %

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USD 4.99M
UC95:LSE UBS (Irl) ETF plc - Facto.. 0.88 % 0.00 %

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USD 0.04B
CAPE Barclays ETN+ Shiller Cap.. 0.00 % 0.00 %

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USD 0.18B
DGRW WisdomTree U.S. Quality D.. 0.00 % 0.28 %

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USD 12.84B
DJD Invesco Dow Jones Industr.. 0.00 % 0.09 %

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USD 0.30B
ESGS Columbia Sustainable U.S... 0.00 % 0.35 %

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USD 0.06B
FSTA Fidelity® MSCI Consumer .. 0.00 % 0.08 %

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USD 1.11B
HDV iShares Core High Dividen.. 0.00 % 0.08 %

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USD 10.44B
HUSV First Trust Horizon Manag.. 0.00 % 0.70 %

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USD 0.09B
JHMS 0.00 % 0.47 %

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KXI iShares Global Consumer S.. 0.00 % 0.46 %

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USD 0.89B
LDRI 0.00 % 0.22 %

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PUD:CA 0.00 % 0.68 %

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QDEF FlexShares Quality Divide.. 0.00 % 0.37 %

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USD 0.36B
QDF FlexShares Quality Divide.. 0.00 % 0.37 %

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USD 1.71B
SUSA iShares MSCI USA ESG Sele.. 0.00 % 0.25 %

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USD 3.49B
FTXG First Trust Nasdaq Food &.. 0.00 % 0.60 %

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USD 0.05B
LVHD Legg Mason Low Volatility.. 0.00 % 0.27 %

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USD 0.60B
EVSTC 0.00 % 0.00 %

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DURA 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
FCUQ:CA Fidelity U.S. High Qualit.. 0.00 % 0.00 %

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CAD 0.48B
ZWH-U:CA BMO US High Dividend Cove.. 0.00 % 0.00 %

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PUD-B:CA 0.00 % 0.00 %

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HID-B:CA 0.00 % 0.00 %

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RWU.B:CA 0.00 % 0.72 %

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SCHD Schwab U.S. Dividend Equi.. 0.00 % 0.07 %

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USD 55.69B
SHU:CA 0.00 % 0.70 %

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VDC Vanguard Consumer Staples.. 0.00 % 0.10 %

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USD 6.71B
VUSE Vident Core U.S. Equity F.. 0.00 % 0.51 %

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USD 0.56B
XHU:CA iShares U.S. High Dividen.. 0.00 % 0.33 %

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CAD 0.19B
XLP Consumer Staples Select S.. 0.00 % 0.13 %

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USD 15.80B
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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STPL:CA BMO Global Consumer Stapl.. 0.00 % 0.40 %

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CAD 0.03B
XDG:CA iShares Core MSCI Global .. 0.00 % 0.22 %

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CAD 0.35B
XDGH:CA iShares Core MSCI Global .. 0.00 % 0.22 %

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CAD 0.07B
XDU:CA iShares Core MSCI US Qual.. 0.00 % 0.16 %

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CAD 0.20B
XDUH:CA iShares Core MSCI US Qual.. 0.00 % 0.15 %

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CAD 0.06B
EDOW First Trust Dow 30 Equal .. 0.00 % 0.50 %

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USD 0.24B
ULOV:LSE 0.00 % 0.00 %

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XDND:LSE 0.00 % 0.00 %

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ZISG:LSE 0.00 % 0.00 %

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ZILS:LSE 0.00 % 0.00 %

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XMDU:F 0.00 % 0.00 %

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XMDU:XETRA 0.00 % 0.00 %

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IXI:AU iShares Global Consumer S.. 0.00 % 0.00 %

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USD 0.14B
TACE 0.00 % 0.00 %

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LVOL American Century Low Vola.. 0.00 % 0.00 %

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USD 0.01B
WKLY 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 (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 5.50% 50% F 67% D+
Dividend Return 0.82% 40% F 41% F
Total Return 6.32% 50% F 66% D+
Trailing 12 Months  
Capital Gain -2.89% 33% F 27% F
Dividend Return 2.19% 20% F 32% F
Total Return -0.70% 33% F 24% F
Trailing 5 Years  
Capital Gain 29.52% 80% B- 62% D
Dividend Return 16.97% 25% F 64% D
Total Return 46.49% 80% B- 65% D
Average Annual (5 Year Horizon)  
Capital Gain 3.57% 33% F 54% F
Dividend Return 6.55% 33% F 55% F
Total Return 2.98% 40% F 60% D-
Risk Return Profile  
Volatility (Standard Deviation) 11.98% 100% F 76% C+
Risk Adjusted Return 54.66% 83% B 78% C+
Market Capitalization 177.59B 100% F 99% N/A

Key Financial Ratios

  Ratio vs. Industry/Classification (Beverages - Non-Alcoholic) Ratio vs. Market (New York Stock Exchange)
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
Market Value  
Price / Earning Ratio 25.10 40% 32%
Price/Book Ratio 9.89 17% 8%
Price / Cash Flow Ratio 22.12 17% 14%
Price/Free Cash Flow Ratio 18.26 17% 17%
Management Effectiveness  
Return on Equity 40.16% 100% 95%
Return on Invested Capital 13.81% 83% 76%
Return on Assets 8.74% 100% 90%
Debt to Equity Ratio 137.03% 25% 25%

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 capital utilization

The company management has delivered better return on invested capital 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.

Superior Dividend Growth

This stock has shown top quartile dividend growth in the previous 5 years compared to its sector

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.

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