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Coca-Cola Consolidated, Inc. (COKE) Stock Verdict & Ratings | Investment Bastion

Stock Verdict·Updated today

Coca-Cola Consolidated, Inc.

COKEMarket cap $13BPrice $191.9

Country🇺🇸United States

SectorConsumer

IndustryBeverages

Bottles, distributes, and markets Coca-Cola products across a huge swath of the United States, making it the largest Coca-Cola bottler in the country. It doesn't own the brand — just the exclusive right to pour it.

In Bastion Portfolios?

52W Return+46%Global Market +16%?

01Key Ratings

How does this stock score across Bastion factors?

Growth

Historical Revenue

Rev CAGR (3y)+5%5

Revenue Forecast

Rev CAGR (1y)+2%3

Rev CAGR (3y)+2%2

Rev CAGR (5y)+2%2

Earnings Forecast

EPS Growth Y+1+24%8

EPS Growth Y+2+2%4

EPS Growth Y+3+2%4

Quality

Margins

EBIT Margin13%5

Net Income Margin7%5

Free Cash Flow Margin8%5

Debt

Net Debt/EBITDA2.04

Efficiency

ROE67%10

ROA11%9

Earnings Stability88

GEAR+AVERAGE46

Overall rating across all five factors

Value

Price Multiples

P/E Ratio (Forward)213

P/E Ratio (Forward 3y)213

P/BVna–

EV Multiples

EV/EBITDA Fwd135

EV/EBIT Fwd165

Yield

Free Cash Flow Yield5.0%6

Dividend Yield0.5%2

Momentum

Short term

1 month return+2%8

3 month return+9%8

YTD return+26%8

Mid term

Price vs 52wHigh88%7

1 year return+57%9

Long term

3 year return+210%9

5 year return+396%10

Risk Shield

Price Risk

Beta0.39

Volatility37%5

Free Cash Flow

Free Cash Flow Margin8%5

Free Cash Flow Yield5.0%6

Quality

ROCE27%9

Earnings Stability88

Net Debt/EBITDA2.04

02Growth

Is it actually growing, and how fast?

COKECoca-Cola Consolidated

Revenue FY25$6.9B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+24%8

EPS growth, FY27E+2%4

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 2%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG92 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return+9%8

YTD return+26%8

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+57%9

3-year return+210%9

5-year return+396%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +210% over three years and +396% over five, ahead of 90% of the market.

It's up 57% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%), over three months (+9%) and so far this year (+26%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Coca-Cola Consolidated, Inc.. Get the full investment case.

Premium

$20.75/month

Billed annually at $249/year $348

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Loading charts…

02Growth

Is it actually growing, and how fast?

COKECoca-Cola Consolidated

Revenue FY25$6.9B

GROWTH RATING↗

WEAK16 / 100

REVENUE GROWTH▾SCORE

Revenue, last 3Y, CAGR+5%5

Revenue, next 1Y+2%3

Revenue, next 3Y, CAGR+2%2

Revenue, next 5Y, CAGR+2%2

EARNINGS FORECAST▾SCORE

EPS growth, FY26E+24%8

EPS growth, FY27E+2%4

EPS growth, FY28E+2%4

GROWTH ASSESSMENT

STRENGTHS

None flagged.

WATCH

Revenue grew 5%/yr over the last 3 years; forecasts see it cooling to 2%/yr.

Earnings are set to grow in step with sales (EPS about 2%/yr vs revenue 2%/yr).

WEAKNESSES

Growth is the weak spot here, trailing 84% of companies worldwide.

Revenue is set to grow 2%/yr over the next 3 years, behind most of the market.2/10

Over five years revenue is set to grow 2%/yr, behind 80% of companies worldwide.2/10

BOTTOM LINE

Stalled Business

Growth is a weak point here: a business that is slowing. The one thing to watch: forward revenue growth trails the market.

03Price Momentum

Is the market behind it right now?

MOMENTUM RATING↗

VERY STRONG92 / 100

SHORT-TERM RETURNS▾SCORE

1-month return+2%8

3-month return+9%8

YTD return+26%8

MID & LONG-TERM▾SCORE

% of 52-week high88%7

1-year return+57%9

3-year return+210%9

5-year return+396%10

MOMENTUM ASSESSMENT

STRENGTHS

Magnificent long-term results. Long-term holders have seen +210% over three years and +396% over five, ahead of 90% of the market.

It's up 57% over the past year, but 12% below its 52-week high. That is clearly ahead of the market.

Strong recent results. The stock is outperforming over the past month (+2%), over three months (+9%) and so far this year (+26%).

WATCH

None flagged.

WEAKNESSES

None flagged.

BOTTOM LINE

Momentum Leader

Short- and long-term returns both rank among the best globally. The market is behind it — a core fit for momentum strategies.

04Value

Are you paying a fair price for it?

Stop guessing on Coca-Cola Consolidated, 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