KO (KO)

Secondary decision view: valuation · portfolio context · the data you need before acting on a single-source signal.
Neutral

KO's NEUTRAL bucket reflects its fair valuation and distant buy zone, despite low volatility and strong floor support.

  • The PE percentile of 57.5% and PB percentile of 72.7% align with a 'fair' valuation verdict, suggesting the stock is neither cheap nor expensive.
  • The buy zone is 'far' with a distance of 186.3% from the floor, indicating the current price is well above the estimated floor level.
  • The implied volatility rank is 'high' at 94.6%, yet there are zero red alerts and the floor confidence is 'high' with an ideal suitability verdict.
Verdict bucket from deterministic rule (validation / floor distance / risk alerts). LLM narration only — never picks the bucket.

BUY-ZONE DECISION rule signal

$80.03 $27.96 engine floor
far above at floor

KO is far above the floor (~186.3% above) — adding here means paying a premium vs. your own threshold. Wait or take partial position only with a strong directional view.

Macro context

Across past macro events, KO 5d reaction has been net positive +0.1%
13 event categories · 107 samples · 54 up / 33 down · macro-beta evidence only
Per-category detail · macro beta breakdown
fed-fomc-rate-cycle → avg 5d -0.9% 12 samples · 5 up / 6 down
taiwan-strait-tension → avg 5d +1.7% 12 samples · 7 up / 4 down
oil-shock → avg 5d -0.5% 10 samples · 6 up / 3 down
us-china-tariff-escalation → avg 5d +1.2% 10 samples · 6 up / 1 down
big-ipo-event → avg 5d +0.8% 9 samples · 5 up / 1 down
bank-crisis → avg 5d -0.1% 8 samples · 5 up / 3 down
big-tech-earnings-shock → avg 5d +0.3% 7 samples · 2 up / 2 down
election-uncertainty → avg 5d -0.4% 7 samples · 2 up / 3 down
natural-disaster → avg 5d -0.3% 7 samples · 3 up / 2 down
pandemic-emergency → avg 5d -2.1% 7 samples · 4 up / 2 down
sovereign-debt-crisis → avg 5d +1.1% 7 samples · 5 up / 1 down
china-property-crisis → avg 5d +0.6% 6 samples · 2 up / 3 down
russia-ukraine-war → avg 5d -2.0% 5 samples · 2 up / 2 down
Vs sector ETF (XLP, 5d)
+0.0pp in line with sector
KO -0.1% Sector benchmark XLP -0.1%
Macro-beta evidence: how this ticker historically reacted to broad macro shocks. Not a thesis-level call — for that, you have to read the news and decide.

RULES & ALERTS FIRING

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VALUATION

Neutral
Trailing P/E
25.1
5-yr percentile: 57%
P/B
10.2
5-yr percentile: 73%
p10
19.9
p25
22.8
p50
24.6
p75
27.0
p90
56.1

① Coke is expensive, with a trailing P/E of 25.1x sitting in the 55th percentile near its 10-year median, while its forward P/E of 22.1x offers no real discount given only 4% earnings growth. ② Growth is not priced in, as the PEG ratio of 6.14 vastly exceeds the fair value threshold of 1-2x, meaning you are paying a significant premium for sub-par expansion. ③ The biggest risk is that sluggish 2% revenue growth and lack of pricing power leave the stock vulnerable to multiple compression if interest rates stay elevated.

Sufficient earnings data; P/E historical percentile directly measures overvaluation or undervaluation

Floor Engine

ideal USD 80.03 Confidence high
discount-to-floor: 2.86×
DIVIDEND high
USD 47.51
Yield reverts to historical 95th-percentile (extreme yield level)
65y dividend history (≥10), dividend method reliable
VALUATION high
USD 62.20
PE reverts to historical 5th-percentile (extreme undervaluation)
EPV high
USD 27.96
Zero-growth scenario + current cash/debt (Greenwald franchise value)
EPV GROWTH PREMIUM low
USD 43.26
EPV × franchise-value multiplier (compounder premium when ROIC > WACC)
PB medium
USD 33.57
P/B reverts to historical 10th-percentile (asset-driven businesses)

YOUR WATCHLIST CONTEXT

○ anonymous
What you'll see after sign-in
Your floor
$XXX.XX
Your golden
$XXX.XX
Market
XXX

· Your personal floor / golden price overlay on the live price

· Per-ticker rule alerts when this stock crosses your thresholds

· Position P&L overlay — what this ticker means inside your full portfolio

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IMPLIED VOLATILITY

CURRENT IV 19.3% HV (30D) 18.9% IV RANK (1Y) 95 HIGH
IV vs HV · last 1 year

Earnings Reactions

KO
8 earnings events · last 2 years
Avg Gap%
+0.89%
Avg Day%
+1.20%
Up Hit Rate
50%
Next Earnings · est.
2026-07-21
in 69d
24-07
24-10
25-02
25-04
25-07
25-10
26-02
26-04
Bar height = |Gap%| normalized to the period max. Green = up, red = down.
Date Time EPS Surprise Gap% Day% Week%
2026-04-28 BMO 0.86 +5.9% +5.41% +3.86% +4.03%
2026-02-10 BMO 0.53 -1.4% -1.72% -1.49% +1.95%
2025-10-21 BMO 0.82 +5.3% +3.11% +4.06% +2.51%
2025-07-22 BMO 0.87 +3.9% -0.88% -0.59% -0.98%
2025-04-29 BMO 0.73 +1.9% -0.84% +0.78% -0.10%
2025-02-11 BMO 0.51 -1.1% +4.57% +4.72% +8.55%
2024-10-23 BMO 0.77 +3.2% -3.54% -2.07% -5.08%
2024-07-23 BMO 0.84 +4.3% +1.02% +0.29% +4.49%

Is KO (KO) overvalued right now?

KO (KO) is currently trading at a trailing P/E of 25.1, sitting at the 57th percentile of its 5-year valuation history. A high percentile suggests the market is pricing the stock above its own historical norm — useful context before sizing a new position or selling premium against it.

KO (KO) — what's the SELL PUT risk profile?

Selling cash-secured puts on KO (KO) is a common income strategy, but the right strike depends on your floor price (the level you'd happily own at) and the option chain's buffer/APY tradeoff. The full ladder view (deferred to a future release) ranks candidates by buffer percentage first, then APY — see the option ladder methodology for why buffer matters more than yield in this strategy.

KO (KO) — which option strategy fits your view?

If you're bullish long-term but cautious near-term on KO (KO), SELL PUT into your floor zone collects premium while waiting for a better entry. If you already own it and are neutral-to-mildly-bullish, COVERED CALL caps upside but harvests time decay. The wrong strategy on the right ticker still loses money — match the trade to your view, not the other way around.

KO (KO) — is now a good entry?

Entry timing on KO (KO) is a function of your floor price (hard buy zone) and golden price (back-the-truck-up zone). Both are personal — set them in your watchlist and we'll alert you when the market hits either level.

FAQ

Why does KO show different P/E numbers on different sites?

Different data providers use different earnings windows (TTM vs forward, GAAP vs adjusted) and update at different cadences. We surface trailing P/E with a 5-year percentile rank to give context — a P/E of 30 is hot for one stock and cold for another.

Does this page show KO's implied volatility?

Not on this v0 page — the dedicated volatility tool covers IV with multi-source voting (IBKR + Polygon + yfinance). For pure IV lookup, use /tools/volatility. This page is for decision-stage queries that pull together valuation + portfolio context.

How is this different from Yahoo Finance or 雪球's KO page?

Those sites are great for raw data discovery — last price, news, headline P/E. This page is built for the second look: you've already seen a single-dimension signal somewhere else, now you need multi-dimensional decision context (your floor, the valuation percentile, your portfolio overlay) in one view, not five tabs.