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KDP vs KO

KDP
Keurig Dr Pepper Inc.
BEARISH
Price
$26.54
Market Cap
$36.06B
Sector
Consumer Defensive
AI Confidence
85%
KO
The Coca-Cola Company
BEARISH
Price
$75.44
Market Cap
$324.71B
Sector
Consumer Defensive
AI Confidence
85%

Valuation

P/E Ratio
KDP
17.35
KO
24.82
Forward P/E
KDP
10.59
KO
21.85
P/B Ratio
KDP
1.41
KO
10.09
P/S Ratio
KDP
2.17
KO
6.77
EV/EBITDA
KDP
12.15
KO
22.31

Profitability

Gross Margin
KDP
54.2%
KO
61.63%
Operating Margin
KDP
22.63%
KO
24.66%
Profit Margin
KDP
12.52%
KO
27.34%
ROE
KDP
8.36%
KO
43.32%
ROA
KDP
4.26%
KO
9.15%

Growth

Revenue Growth
KDP
10.5%
KO
2.4%
Earnings Growth
KDP
--
KO
3.6%

Financial Health

Debt/Equity
KDP
0.75
KO
1.4
Current Ratio
KDP
0.64
KO
1.46
Quick Ratio
KDP
0.33
KO
0.89

Dividends

Dividend Yield
KDP
3.47%
KO
2.73%
Payout Ratio
KDP
60.13%
KO
67.11%

AI Verdict

KDP BEARISH

KDP exhibits significant fundamental deterioration, highlighted by a weak Piotroski F-Score of 3/9 and a severe YoY EPS contraction of -55.2%. While revenue growth remains healthy at 10.5%, the disconnect between top-line growth and bottom-line collapse suggests escalating operational inefficiencies or rising costs. The stock is currently trading above its Graham Number ($25.43) and significantly above its growth-based intrinsic value ($10.71), while liquidity ratios (Current Ratio 0.64) indicate potential short-term financial stress.

Strengths
Strong Gross Margin of 54.20%
Consistent Revenue Growth (10.5% YoY)
Attractive Forward P/E of 10.59
Risks
Severe Earnings Collapse (-55.2% YoY EPS growth)
Poor Liquidity (Quick Ratio of 0.33 indicates high risk of short-term obligations)
Weak Financial Health (Piotroski F-Score 3/9)
KO BEARISH

KO exhibits a significant disconnect between its current market price ($75.44) and its deterministic value markers, with a Piotroski F-Score of 3/9 indicating weak financial health trends. The stock trades at a massive premium to both its Graham Number ($22.43) and Intrinsic Value ($37.08), while a PEG ratio of 3.95 suggests severe overvaluation relative to its stagnant growth. Despite strong historical earnings beats and high ROE, the combination of bearish insider selling and a 0/100 technical trend signals a lack of immediate catalyst for upside.

Strengths
Exceptional Return on Equity (ROE) of 43.32%
Strong profit margins (27.34%) and gross margins (61.63%)
Consistent track record of beating earnings estimates over 25 quarters
Risks
Severe overvaluation relative to Graham and Intrinsic value models
Weak operational health trend as indicated by a Piotroski F-Score of 3/9
Stagnant revenue growth (2.40% YoY) failing to justify the P/E multiple

Compare Another Pair

KDP vs KO: Head-to-Head Comparison

This page compares Keurig Dr Pepper Inc. (KDP) and The Coca-Cola Company (KO) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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