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The Vita Coco Company, Inc. (COCO) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated 1d ago

The Vita Coco Company, Inc.

COCOMarket cap $3.00BPrice $50.6

Country🇺🇸United States

SectorConsumer

IndustryBeverages

Sells coconut water and other plant-based beverages, dominating the category it basically created in the US. Vita Coco owns roughly half the coconut water market, turning a niche health drink into a grocery-aisle staple worldwide.

In Bastion Portfolios?

52W Return+24%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+13%8

Revenue Forecast

Rev CAGR (1y)+31%9

Rev CAGR (3y)+21%9

Rev CAGR (5y)+15%9

Earnings Forecast

EPS Growth Y+1+66%10

EPS Growth Y+2+16%8

EPS Growth Y+3+14%7

Quality

Margins

EBIT Margin19%7

Net Income Margin16%7

Free Cash Flow Margin18%8

Debt

Net Debt/EBITDA-1.910

Efficiency

ROE31%9

ROA22%10

Earnings Stability88

GEAR+VERY STRONG91

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)243

P/E Ratio (Forward 3y)183

P/BV7.52

EV Multiples

EV/EBITDA Fwd173

EV/EBIT Fwd194

Yield

Free Cash Flow Yield4.2%6

Dividend Yieldna–

Momentum

Short term

1 month return-5%5

3 month return-26%1

YTD return-4%4

Mid term

Price vs 52wHigh59%2

1 year return+22%7

Long term

3 year return+90%7

5 year return+275%9

Risk Shield

Price Risk

Beta1.04

Volatility54%3

Free Cash Flow

Free Cash Flow Margin18%8

Free Cash Flow Yield4.2%6

Quality

ROCE37%10

Earnings Stability88

Net Debt/EBITDA-1.910

02Growth

Is it actually growing, and how fast?

COCOThe Vita Coco Company

Revenue FY25$610M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+31%9

Revenue, next 3Y, CAGR+21%9

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+66%10

EPS growth, FY27E+16%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 21%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 13%/yr over the last 3 years and is set to grow 21%/yr from here.

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

WATCH

Earnings are set to grow slower than sales (EPS about 16%/yr vs revenue 21%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-26%1

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high59%2

1-year return+22%7

3-year return+90%7

5-year return+275%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +90% over three years and +275% over five, ahead of 70% of the market.

WATCH

It's up 22% over the past year, but 41% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%) and so far this year (-4%).

WEAKNESSES

The stock is underperforming over three months (-26%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on The Vita Coco Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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02Growth

Is it actually growing, and how fast?

COCOThe Vita Coco Company

Revenue FY25$610M

GROWTH RATING↗

VERY STRONG91 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+13%8

Revenue, next 1Y+31%9

Revenue, next 3Y, CAGR+21%9

Revenue, next 5Y, CAGR+15%9

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+66%10

EPS growth, FY27E+16%8

EPS growth, FY28E+14%7

GROWTH ASSESSMENT

STRENGTHS

It out-grows 91% of companies worldwide.

Revenue grew 13%/yr over the last 3 years, ahead of 70% of companies worldwide.8/10

Revenue is set to grow 21%/yr over the next 3 years, ahead of most of the market.9/10

Revenue grew 13%/yr over the last 3 years and is set to grow 21%/yr from here.

The runway holds up: revenue is set to grow 15%/yr over five years.9/10

WATCH

Earnings are set to grow slower than sales (EPS about 16%/yr vs revenue 21%/yr), so margins are under pressure.

WEAKNESSES

None flagged.

BOTTOM LINE

Hyper Compounder

A top-tier grower that's speeding up. The one thing to watch: earnings are set to grow slower than sales.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

AVERAGE35 / 100

SHORT-TERM RETURNS▾SCORE

1-month return-5%5

3-month return-26%1

YTD return-4%4

MID & LONG-TERM▾SCORE

% of 52-week high59%2

1-year return+22%7

3-year return+90%7

5-year return+275%9

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +90% over three years and +275% over five, ahead of 70% of the market.

WATCH

It's up 22% over the past year, but 41% below its 52-week high. That is right in line with the market.

Returns sit at the market level over the past month (-5%) and so far this year (-4%).

WEAKNESSES

The stock is underperforming over three months (-26%).

BOTTOM LINE

Steady Compounder

Dependable multi-year returns with a calmer near-term tape. A reliable long-term trend rather than a short-term breakout. The one thing to watch: the stock is underperforming over three months.

04Value

Are you paying a fair price for it?

Stop guessing on The Vita Coco Company, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

✓
Stock VerdictValuation and investment strategy for 4,000+ stocks. Days of hedge fund analyst research, done in 2 minutes.
✓
RadarFind your next investment idea: top-ranked stocks across all 9 Bastion strategies.
✓
Portfolio ManagerCheck if Bastion algorithms added the stock you care about to their portfolios.

Secure via Stripe

Trusted by 1,000+ investors in our community