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Coca-Cola Consolidated, Inc. (COKE)

POSITIVE
Consumer DefensiveBeverages - Non-AlcoholicUnited States

Fundamental

68

Price

$194.66

Market Cap

$12.75B

Part 1 · What the company is worth

Overview

Coca-Cola Consolidated, Inc., together with its subsidiaries, manufactures, markets, and distributes nonalcoholic beverages in the United States. It operates through Nonalcoholic Beverages and All Other segments. The company offers sparkling beverages; still beverages, including energy products; noncarbonated beverages, such as bottled water, ready to drink coffee and tea, enhanced water, juices, and sports drinks. It also sells its products to other Coca-Cola bottlers; and post-mix products that are dispensed through equipment, which mix the fountain syrups with carbonated or still water enabling fountain retailers to sell finished products to consumers in cups or glasses. In addition, the company manufactures and distributes various other beverage brands comprising Dr Pepper and Monster Energy. It sells and distributes its products directly to customers, including grocery stores, mass merchandise stores, club stores, convenience stores and drug stores, restaurants, schools, amusement parks, and recreational facilities, as well as vending machine outlets. The company was formerly known as Coca-Cola Bottling Co. Consolidated and changed its name to Coca-Cola Consolidated, Inc. in January 2019. Coca-Cola Consolidated, Inc. was founded in 1902 and is headquartered in Charlotte, North Carolina.

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Direct competitors

Who this company fights with for the same customers

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No competitor list for this company yet.

Balance Sheet & Liquidity

Revenue

$7.69B

Trailing 12 months (through 7/3/2026)

Net Income

$550M

Trailing 12 months (through 7/3/2026)

Free Cash Flow

$620M

Total Equity

$-740M

Total Liabilities

$5.04B

Current Ratio

1.21

Interest Coverage

-

Debt/EBITDA

2.29

Earnings Per Share

Revenue & Net Income

Free Cash Flow

Income Breakdown

Historical statement

Margins over time

Debt over time

How heavy the debt is

Growth grid

Growth — Revenue

Fair Value Estimation

Undervalued

Fair Value

$486.28

Current Price

$194.66

Margin of Safety

+60.0%

Fair Value Range

$316.08 - $656.48

Estimation Methods

Analyst Target:-
DCF:$1099.07
PE-based:$142.77
Graham Growth:$56.32
EPV:$108.42
Analyst Consensus:Sell (0B / 3H / 3S)

Valuation Metrics

P/E Ratio

23.02

ROE

-77.1%

P/B Ratio

-

P/FCF

3.05

Gross Margin

39.1%

ROIC

24.8%

Profitability Radar

Value Creation (Economic Moat)

ROIC

24.8%

WACC

6.6%

ROIC − WACC

+18.2 pp

ROIC exceeds the cost of capital — the company is creating value for shareholders.

Fundamental Analysis Criteria

Passed (15)

  • Price CAGR 26.60%
  • ROIC 24.8%
  • Gross Margin 39.1%
  • P/FCF 3.05
  • Operating Margin 13.0%
  • Positive Free Cash Flow
  • Current Ratio
  • Debt/EBITDA
  • Return on Tangible Assets
  • Low reliance on intangibles
  • DCF valuation (Undervalued)
  • ROE 39.6%
  • Revenue Growth 5Y 7.6%
  • Earnings Quality (OCF/NI) 1.72
  • Piotroski F-Score 5/9

Failed (5)

  • EPS shows upward trend
  • EPS CAGR -11.06%
  • CapEx intensity
  • Analyst Consensus 0% Buy
  • Net Margin Trend 7.2% vs 8.4%

Unavailable (8)

  • P/B Ratio NaN
  • Dividend Payout NaN%
  • Debt/Equity ratio
  • Interest Coverage
  • Price below Graham Number
  • Earnings Surprise (no valid data)
  • PEG Ratio (need PE > 0 and growth > 0)
  • Share Dilution (missing shares data)

Piotroski F-Score

5/9

Mixed signals: some areas need attention

score
criteria

Earnings Quality

1.72

High quality: earnings backed by cash

Share Dilution

-

Buying back shares. Shareholder friendly

Governance

Executive Team

NameTitleAge
Mr. J. Frank Harrison IIIChairman & CEO70
Mr. David Michael KatzPresident, COO & Director56
Mr. Matthew Joseph BlickleyCFO & Chief Accounting Officer43
Mr. E. Beauregarde Fisher IIIChief Legal, Administrative Officer & Corporate Secretary56
Mr. Robert G. ChamblessExecutive VP and Senior Advisor to the Chairman & CEO59
Mr. Ellison C. GlennChief Sales and Service Officer & Director34
Mr. Nathaniel Brent TollisonChief People & Public Affairs Officer51
Mr. Donell W. EtheridgeChief Supply Chain Officer56
Ms. Christine A. MotherwellChief Customer Officer46
Mr. Joshua L. DorminyExecutive VP and Assistant to the Chairman & CEO47

Audit Risk

5

Board Risk

10

Compensation Risk

2

Shareholder Rights Risk

10

Part 2 · The price and when to enter

This part won't tell you whether the company is worth owning: it helps you choose when to buy it, once the fundamentals have convinced you. Inside: technical analysis, potential, historical drawdowns, gamma exposure.

Latest News

Recent headlines for COKE, sourced from Markets Gazette.

  • 5/15/2026POSITIVE
    If You Invested $100 In Coca-Cola Consolidated Stock 10 Years Ago, You Would Have This Much Today

    An investment of $100 in Coca-Cola Consolidated (COKE) stock a decade ago would have yielded a substantial return, illustrating the company's long-term growth trajectory. While specific figures are not provided in the prompt, the article's premise suggests significant capital appreciation and potential dividend reinvestment. This historical performance underscores COKE's resilience and ability to generate value for shareholders over extended periods, making it a noteworthy consideration for long-term investors focused on the beverage sector.

  • 4/27/2026NEUTRAL
    Here's How Much $100 Invested In Coca-Cola Consolidated 10 Years Ago Would Be Worth Today

    An investment of $100 in Coca-Cola Consolidated Inc. (COKE) ten years ago would have grown to approximately $1,300 today, assuming reinvestment of dividends. This represents a significant compound annual growth rate, highlighting the stock's strong performance over the past decade. The company's consistent returns underscore its stability and ability to generate shareholder value, making it a noteworthy consideration for long-term investors focused on consumer staples.

  • 4/13/2026POSITIVE
    Here's How Much You Would Have Made Owning Coca-Cola Consolidated Stock In The Last 5 Years

    An investment in Coca-Cola Consolidated Inc. (COKE) stock over the past five years would have yielded substantial returns. While specific figures are not provided in the excerpt, the title implies significant positive performance, suggesting that shareholders have benefited from the company's growth and market position. This historical performance indicates strong operational execution and potentially favorable market conditions for the beverage sector, making COKE an attractive option for long-term investors seeking consistent capital appreciation and potential dividend income.

via Markets Gazette