FinscoFinsco

Coca-Cola — Returns

$Open the interactive terminal to run `audit returns` with custom options.→
Capital FlowReturnsEarning QualityDebt DisciplineMoat
RETURN METRICS

TICKER: [US.KO - Coca-Cola]
PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]


Parameter  Value
----------------
ROIIC LAG     3Y
Tax Rate   21.0%


[+] ROE Quality: Mean 33.6% (Mean > 15% = high quality)
[~] ROE Stability: CoV 30.3% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 26.2% (> 15% = high quality)
[+] ROIIC Efficiency: 113.3% (> 10% = value creating)
[+] ROIC Trend: 0.71%/yr (Slope > 0.5%/yr = strengthening moat)


Metric                  Value
-----------------------------
ROE CoV (Stability)     30.3%
ROIC Trend (Slope)   0.71%/yr


Period         ROE    ROTE    ROA   ROIC  ROIIC-3Y
--------------------------------------------------
2010 ANNUAL  38.0%  287.9%  16.2%      -         -
2011 ANNUAL  27.1%  216.4%  10.8%  21.9%         -
2012 ANNUAL  27.5%  165.4%  10.5%  22.7%         -
2013 ANNUAL  25.9%  154.3%   9.6%  21.8%         -
2014 ANNUAL  23.4%  179.8%   7.7%  21.6%      2.5%
2015 ANNUAL  28.8%  516.9%   8.2%  21.3%    106.9%
2016 ANNUAL  28.3%  337.5%   7.5%  23.6%     20.9%
2017 ANNUAL   7.3%  286.2%   1.5%  27.3%     11.9%
2018 ANNUAL  37.9%       -   7.8%  33.0%     -1.3%
2019 ANNUAL  47.0%       -  10.4%  29.2%     -7.1%
2020 ANNUAL  40.1%       -   8.9%  24.9%     48.1%
2021 ANNUAL  42.5%       -  10.4%  26.5%     11.0%
2022 ANNUAL  39.6%       -  10.3%  28.2%     14.1%
2023 ANNUAL  41.3%       -  11.0%  30.6%    122.9%
2024 ANNUAL  42.8%       -  10.6%  31.0%     65.9%
2025 ANNUAL  40.7%  316.1%  12.5%  30.1%    113.3%
audit returns
RETURN METRICS TICKER: [US.KO - Coca-Cola] PERIOD: [2010-ANNUAL ~ 2025-ANNUAL]
Parameter Value
----------------
ROIIC LAG 3Y
Tax Rate 21.0%
[+] ROE Quality: Mean 33.6% (Mean > 15% = high quality)
[~] ROE Stability: CoV 30.3% (CoV < 10% = highly stable)
[+] ROIC Quality: Mean 26.2% (> 15% = high quality)
[+] ROIIC Efficiency: 113.3% (> 10% = value creating)
[+] ROIC Trend: 0.71%/yr (Slope > 0.5%/yr = strengthening moat)
Metric Value
-----------------------------
ROE CoV (Stability) 30.3%
ROIC Trend (Slope) 0.71%/yr
Period ROE ROTE ROA ROIC ROIIC-3Y
--------------------------------------------------
2010 ANNUAL 38.0% 287.9% 16.2% - -
2011 ANNUAL 27.1% 216.4% 10.8% 21.9% -
2012 ANNUAL 27.5% 165.4% 10.5% 22.7% -
2013 ANNUAL 25.9% 154.3% 9.6% 21.8% -
2014 ANNUAL 23.4% 179.8% 7.7% 21.6% 2.5%
2015 ANNUAL 28.8% 516.9% 8.2% 21.3% 106.9%
2016 ANNUAL 28.3% 337.5% 7.5% 23.6% 20.9%
2017 ANNUAL 7.3% 286.2% 1.5% 27.3% 11.9%
2018 ANNUAL 37.9% - 7.8% 33.0% -1.3%
2019 ANNUAL 47.0% - 10.4% 29.2% -7.1%
2020 ANNUAL 40.1% - 8.9% 24.9% 48.1%
2021 ANNUAL 42.5% - 10.4% 26.5% 11.0%
2022 ANNUAL 39.6% - 10.3% 28.2% 14.1%
2023 ANNUAL 41.3% - 11.0% 30.6% 122.9%
2024 ANNUAL 42.8% - 10.6% 31.0% 65.9%
2025 ANNUAL 40.7% 316.1% 12.5% 30.1% 113.3%