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Find Comparable Stocks for The Coca-Cola Company

The Coca-Cola Company

KO - NYQ
Manufacturing
Beverages
Country
USA
Market Cap
$303.0B
Dividend Yield
3%
Beta
0.58 (Low)
Trading Volume
12.1M (High)
Momentum
Very Weak Neutral Very Strong
Value vs. Growth
Deep Value Fair Value Rapid Growth
Quality
Poor Good Excellent
Size
Micro Mega Cap Mega Cap

The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

Valuation
Financials
Momentum
Analyst Ratings
Trailing P/E
28.53
Forward P/E
24.51
PEG Ratio
3.06
Price/Book
12.51
EV/EBITDA
21.56
EV/Revenue
7.25

Income Statement

Revenue (TTM)
$47.1B
Gross Profit (TTM)
$28.7B
EBITDA
$15.4B

Financial Ratios

Profit Margin
23%
Operating Margin (TTM)
26%
Gross Profit Margin
61%
EBITDA Margin
33%
ROE (TTM)
40%
ROA (TTM)
9%

Growth

Quarterly Revenue Growth (YoY)
6%
Quarterly Earnings Growth (YoY)
12%
52-Week Range
$56.66
$70.45
$72.64
50-Day Moving Average
$64.77
Price vs. 50-Day MA
8.77%
200-Day Moving Average
$65.95
Price vs. 200-Day MA
6.82%
Analyst Ratings Distribution
1
0
4
14
7
Strong Sell Strong Buy
Median Price Target
$74.20
Price to Target
95%

PepsiCo, Inc.

PEP - NMS
View PEP's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Manufacturing
Beverages
Market Cap: $211.0B
Volume: 5.5M (Moderate)
Beta: 0.53 (Low)
Dividend Yield: 3%
Weak Momentum
Fair Value
Good Quality
Mega Cap

PepsiCo, Inc. is an American based multinational food, snack, and beverage corporation headquartered in Harrison, New York, in the hamlet of Purchase. PepsiCo's business encompasses all aspects of the food and beverage market. It oversees the manufacturing, distribution, and marketing of its products.

Compare
Valuation
Financials
Momentum
Ratings

PepsiCo is a direct competitor to Coca-Cola in the beverage industry, offering a wide range of nonalcoholic drinks and snacks, making it a relevant comparison for market position and consumer preferences.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 64%

R-squared: 41%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 3
  • KO in PEP's comparables: Yes
  • PEP in KO's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 6% vs 0%
  • Profit Margin: 23% vs 10%
  • ROE: 40% vs 52%
  • Operating Margin: 26% vs 11%
  • Revenue (TTM): $47.1B vs $91.9B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $303.0B vs $211.0B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.64 vs 22.14
  • P/B Ratio: 12.51 vs 11.86
  • EV/EBITDA: 21.56 vs 14.97
  • Forward P/E: 24.51 vs 18.80
  • PEG Ratio: 3.06 vs 2.65

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs MANUFACTURING
  • Industry: BEVERAGES vs BEVERAGES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KO Rating: Buy
  • PEP Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KO Country: USA
  • PEP Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KO Beta: 0.58 (Low)
  • PEP Beta: 0.53 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A+

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KO Price vs 200-day MA: 106.82%
  • PEP Price vs 200-day MA: 93.60%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KO Dividend Yield: 3%
  • PEP Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
22.41
Forward P/E
18.80
PEG Ratio
2.65
Price/Book
11.86
EV/EBITDA
14.97
EV/Revenue
2.72

Income Statement

Revenue (TTM)
$91.9B
Gross Profit (TTM)
$50.4B
EBITDA
$17.3B

Financial Ratios

Profit Margin
10%
Operating Margin (TTM)
11%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
52%
ROA (TTM)
9%

Growth

Quarterly Revenue Growth (YoY)
0%
Quarterly Earnings Growth (YoY)
18%
52-Week Range
$141.51
$153.88
$179.06
50-Day Moving Average
$149.10
Price vs. 50-Day MA
3.21%
200-Day Moving Average
$164.41
Price vs. 200-Day MA
-6.40%
Analyst Ratings Distribution
0
1
12
6
4
Strong Sell Strong Buy
Median Price Target
$163.73
Price to Target
94%

Keurig Dr Pepper Inc.

KDP - NMS
View KDP's Comps
A+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Manufacturing
Beverages
Market Cap: $45.2B
Volume: 7.0M (Moderate)
Beta: 0.63 (Low)
Dividend Yield: 3%
Neutral Momentum
Fair Value
Average Quality
Large Cap

Keurig Dr Pepper Inc. is a beverage company in the United States and internationally. The company is headquartered in Burlington, Massachusetts.

Compare
Valuation
Financials
Momentum
Ratings

Coca-Cola is a leading beverage company with a significant global presence, similar to KDP's operations in the beverage industry. Both companies focus on soft drinks and have strong brand recognition.

correlation
A+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 58%

R-squared: 33%

This indicates a moderate positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 6
  • KDP in KO's comparables: Yes
  • KO in KDP's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 5% vs 6%
  • Profit Margin: 9% vs 23%
  • ROE: 6% vs 40%
  • Operating Margin: 21% vs 26%
  • Revenue (TTM): $15.4B vs $47.1B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $45.2B vs $303.0B

Size Category: Large Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 31.71 vs 28.64
  • P/B Ratio: 1.88 vs 12.51
  • EV/EBITDA: 18.43 vs 21.56
  • Forward P/E: 16.50 vs 24.51
  • PEG Ratio: 2.39 vs 3.06

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs MANUFACTURING
  • Industry: BEVERAGES vs BEVERAGES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KDP Rating: Buy
  • KO Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KDP Country: USA
  • KO Country: USA
  • Currency: USD vs USD
  • Exchange: NMS vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KDP Beta: 0.63 (Low)
  • KO Beta: 0.58 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A-

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KDP Price vs 200-day MA: 98.14%
  • KO Price vs 200-day MA: 106.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KDP Dividend Yield: 3%
  • KO Dividend Yield: 3%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
31.71
Forward P/E
16.50
PEG Ratio
2.39
Price/Book
1.88
EV/EBITDA
18.43
EV/Revenue
4.06

Income Statement

Revenue (TTM)
$15.4B
Gross Profit (TTM)
$8.5B
EBITDA
$4.1B

Financial Ratios

Profit Margin
9%
Operating Margin (TTM)
21%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
6%
ROA (TTM)
4%

Growth

Quarterly Revenue Growth (YoY)
5%
Quarterly Earnings Growth (YoY)
22%
52-Week Range
$27.86
$33.30
$37.77
50-Day Moving Average
$32.07
Price vs. 50-Day MA
3.84%
200-Day Moving Average
$33.93
Price vs. 200-Day MA
-1.86%
Analyst Ratings Distribution
0
0
10
7
3
Strong Sell Strong Buy
Median Price Target
$37.66
Price to Target
88%

Monster Beverage Corporation

MNST - NMS
View MNST's Comps
A
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Manufacturing
Bottled & Canned Soft Drinks & Carbonated Waters
Market Cap: $53.9B
Volume: 7.2M (Moderate)
Beta: 0.71 (Low)
Dividend Yield: N/A
Neutral Momentum
Fair Value
Good Quality
Large Cap

Monster Beverage Corporation is an American beverage company that manufactures energy drinks including Monster Energy, Relentless and Burn.

Compare
Valuation
Financials
Momentum
Ratings

Monster Beverage Corporation is a key player in the energy drink segment, appealing to a younger demographic and representing a trend in beverage consumption that Coca-Cola also targets with its product innovations.

correlation
A-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 41%

R-squared: 17%

This indicates a weak positive relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 4
  • KO in MNST's comparables: Yes
  • MNST in KO's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A-

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 6% vs 5%
  • Profit Margin: 23% vs 20%
  • ROE: 40% vs 21%
  • Operating Margin: 26% vs 28%
  • Revenue (TTM): $47.1B vs $7.5B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A-

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $303.0B vs $53.9B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.64 vs 37.15
  • P/B Ratio: 12.51 vs 8.95
  • EV/EBITDA: 21.56 vs 25.96
  • Forward P/E: 24.51 vs 28.25
  • PEG Ratio: 3.06 vs 1.73

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
A+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs MANUFACTURING
  • Industry: BEVERAGES vs BOTTLED & CANNED SOFT DRINKS & CARBONATED WATERS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KO Rating: Buy
  • MNST Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KO Country: USA
  • MNST Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KO Beta: 0.58 (Low)
  • MNST Beta: 0.71 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KO Price vs 200-day MA: 106.82%
  • MNST Price vs 200-day MA: 108.44%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

Select Mutual Comparables:

Trailing P/E
37.15
Forward P/E
28.25
PEG Ratio
1.73
Price/Book
8.95
EV/EBITDA
25.96
EV/Revenue
6.97

Income Statement

Revenue (TTM)
$7.5B
Gross Profit (TTM)
$4.0B
EBITDA
$2.1B

Financial Ratios

Profit Margin
20%
Operating Margin (TTM)
28%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
21%
ROA (TTM)
15%

Growth

Quarterly Revenue Growth (YoY)
5%
Quarterly Earnings Growth (YoY)
-21%
52-Week Range
$43.32
$55.35
$61.23
50-Day Moving Average
$50.45
Price vs. 50-Day MA
9.71%
200-Day Moving Average
$51.04
Price vs. 200-Day MA
8.44%
Analyst Ratings Distribution
1
1
11
10
3
Strong Sell Strong Buy
Median Price Target
$56.26
Price to Target
98%

Starbucks Corporation

SBUX - NMS
View SBUX's Comps
A-
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Trade & Services
Retail-eating & Drinking Places
Market Cap: $126.9B
Volume: 11.3M (High)
Beta: 0.99 (Average)
Dividend Yield: 2%
Strong Momentum
Growth
Average Quality
Large Cap

Starbucks Corporation is an American multinational chain of coffeehouses and roastery reserves headquartered in Seattle, Washington. As the world's largest coffeehouse chain, Starbucks is seen to be the main representation of the United States' second wave of coffee culture.

Compare
Valuation
Financials
Momentum
Ratings

Starbucks operates in the beverage industry with a focus on coffee and tea, similar to Coca-Cola's focus on soft drinks, allowing for comparisons in branding, market penetration, and consumer loyalty.

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 16%

R-squared: 3%

This indicates a negligible relationship between the price movements of these stocks.

network
A+

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 1
  • KO in SBUX's comparables: No
  • SBUX in KO's comparables: Yes

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B+

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 6% vs 0%
  • Profit Margin: 23% vs 10%
  • ROE: 40% vs 0%
  • Operating Margin: 26% vs 11%
  • Revenue (TTM): $47.1B vs $36.1B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $303.0B vs $126.9B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
A+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.64 vs 36.03
  • P/B Ratio: 12.51 vs 0.00
  • EV/EBITDA: 21.56 vs 21.94
  • Forward P/E: 24.51 vs 38.02
  • PEG Ratio: 3.06 vs 2.79

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs TRADE & SERVICES
  • Industry: BEVERAGES vs RETAIL-EATING & DRINKING PLACES

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KO Rating: Buy
  • SBUX Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KO Country: USA
  • SBUX Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A-

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KO Beta: 0.58 (Low)
  • SBUX Beta: 0.99 (Average)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KO Price vs 200-day MA: 106.82%
  • SBUX Price vs 200-day MA: 120.82%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
A+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KO Dividend Yield: 3%
  • SBUX Dividend Yield: 2%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Select Mutual Comparables:

Trailing P/E
36.03
Forward P/E
38.02
PEG Ratio
2.79
Price/Book
N/A
EV/EBITDA
21.94
EV/Revenue
4.13

Income Statement

Revenue (TTM)
$36.1B
Gross Profit (TTM)
$9.4B
EBITDA
$6.4B

Financial Ratios

Profit Margin
10%
Operating Margin (TTM)
11%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
0%
ROA (TTM)
10%

Growth

Quarterly Revenue Growth (YoY)
0%
Quarterly Earnings Growth (YoY)
-24%
52-Week Range
$70.02
$111.69
$117.46
50-Day Moving Average
$102.80
Price vs. 50-Day MA
8.65%
200-Day Moving Average
$92.44
Price vs. 200-Day MA
20.82%
Analyst Ratings Distribution
1
3
14
10
7
Strong Sell Strong Buy
Median Price Target
$107.31
Price to Target
104%

T-Mobile US, Inc.

TMUS - NMS
View TMUS's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Technology
Radiotelephone Communications
Market Cap: $307.9B
Volume: 4.7M (Moderate)
Beta: 0.56 (Low)
Dividend Yield: 1%
Strong Momentum
Fair Value
Good Quality
Mega Cap

T-Mobile US, Inc., doing business under the global brand name T-Mobile, is an American wireless network operator. Its headquarters are located in Bellevue, Washington, in the Seattle metropolitan area and Overland Park, Kansas, in the Kansas City metropolitan area.

Compare
Valuation
Financials
Momentum
Ratings

correlation
B-

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 16%

R-squared: 3%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • KO in TMUS's comparables: No
  • TMUS in KO's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
A

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 6% vs 7%
  • Profit Margin: 23% vs 14%
  • ROE: 40% vs 18%
  • Operating Margin: 26% vs 20%
  • Revenue (TTM): $47.1B vs $81.4B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $303.0B vs $307.9B

Size Category: Mega Cap vs Mega Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
B+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.64 vs 27.95
  • P/B Ratio: 12.51 vs 4.99
  • EV/EBITDA: 21.56 vs 13.43
  • Forward P/E: 24.51 vs 25.00
  • PEG Ratio: 3.06 vs 1.48

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs TECHNOLOGY
  • Industry: BEVERAGES vs RADIOTELEPHONE COMMUNICATIONS

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KO Rating: Buy
  • TMUS Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KO Country: USA
  • TMUS Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NMS

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KO Beta: 0.58 (Low)
  • TMUS Beta: 0.56 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
B

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KO Price vs 200-day MA: 106.82%
  • TMUS Price vs 200-day MA: 129.06%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
B+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KO Dividend Yield: 3%
  • TMUS Dividend Yield: 1%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
27.95
Forward P/E
25.00
PEG Ratio
1.48
Price/Book
4.99
EV/EBITDA
13.43
EV/Revenue
5.12

Income Statement

Revenue (TTM)
$81.4B
Gross Profit (TTM)
$51.9B
EBITDA
$31.1B

Financial Ratios

Profit Margin
14%
Operating Margin (TTM)
20%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
18%
ROA (TTM)
5%

Growth

Quarterly Revenue Growth (YoY)
7%
Quarterly Earnings Growth (YoY)
53%
52-Week Range
$156.63
$269.69
$272.49
50-Day Moving Average
$234.72
Price vs. 50-Day MA
14.90%
200-Day Moving Average
$208.96
Price vs. 200-Day MA
29.06%
Analyst Ratings Distribution
1
1
7
12
7
Strong Sell Strong Buy
Median Price Target
$253.83
Price to Target
106%

Rio Tinto Group

RIO - NYQ
View RIO's Comps
B+
TaxGhost's "TG Grade" is calculated from 100+ datapoints including fundamental metrics, factors, country, correlation, sub-sector, and more.
Energy & Transportation
Metal Mining
Market Cap: $103.6B
Volume: 3.4M (Moderate)
Beta: 0.56 (Low)
Dividend Yield: 7%
Neutral Momentum
Value
Good Quality
Large Cap

Rio Tinto Group is dedicated to the exploration, extraction and processing of mineral resources worldwide. The company is headquartered in London, the United Kingdom.

Compare
Valuation
Financials
Momentum
Ratings

correlation
C+

correlation

Measures how closely the two stocks' prices move together over time. A high correlation suggests similar market reactions and investor sentiment.

Pearson Correlation: 11%

R-squared: 1%

This indicates a negligible relationship between the price movements of these stocks.

network
B

network

Evaluates the overlap in business networks, partnerships, and industry relationships, indicating similarity in market positioning and competitive landscape.

  • Common comparables: 0
  • KO in RIO's comparables: No
  • RIO in KO's comparables: No

A high score suggests the companies are often compared to each other and share many industry peers, indicating similar competitive environments and market perceptions.

financials
B

financials

Compares key financial metrics to assess operational similarity and financial health.

  • Revenue Growth: 6% vs -2%
  • Profit Margin: 23% vs 22%
  • ROE: 40% vs 20%
  • Operating Margin: 26% vs 23%
  • Revenue (TTM): $47.1B vs $53.7B

A high score indicates similar financial performance, efficiency, and growth trajectories, suggesting comparable business models and market positions.

size
A+

size

Evaluates similarity in market capitalization, which can indicate comparable market influence, investor interest, and resource availability.

Market Cap: $303.0B vs $103.6B

Size Category: Mega Cap vs Large Cap

A high score suggests the companies are in the same size category, facing similar challenges and opportunities in terms of market presence and financial flexibility.

valuation
C+

valuation

Compares valuation metrics to assess if the stocks are valued similarly by the market, indicating comparable investor expectations and perceived growth potential.

  • P/E Ratio: 28.64 vs 9.02
  • P/B Ratio: 12.51 vs 1.80
  • EV/EBITDA: 21.56 vs 4.60
  • Forward P/E: 24.51 vs 8.75
  • PEG Ratio: 3.06 vs 0.00

A high score indicates that the market values these companies similarly relative to their financials, suggesting comparable growth expectations and risk profiles.

sector
C+

sector

Compares the sector and industry classification of both companies, allowing for partial matches.

  • Sector: MANUFACTURING vs ENERGY & TRANSPORTATION
  • Industry: BEVERAGES vs METAL MINING

A high score indicates that the companies operate in similar business areas, facing comparable market conditions, regulatory environments, and industry trends. Partial matches are considered for more nuanced comparisons.

analyst ratings
A+

analyst ratings

Compares the consensus of analyst opinions on both stocks.

  • KO Rating: Buy
  • RIO Rating: Buy

A high score suggests that analysts view both stocks similarly in terms of their future prospects and investment potential.

geo
A+

geo

Evaluates the geographical similarity of the companies based on country, currency, exchange, and address.

  • KO Country: USA
  • RIO Country: USA
  • Currency: USD vs USD
  • Exchange: NYQ vs NYQ

A high score indicates that both companies operate in similar geographical markets, facing comparable economic conditions, regulations, and market dynamics.

volatility
A+

volatility

Compares price volatility and risk profiles, indicating similarity in market behavior, risk, and potential for price swings.

  • KO Beta: 0.58 (Low)
  • RIO Beta: 0.56 (Low)

A high score suggests both stocks have similar sensitivity to market movements, implying comparable risk levels and potential for both gains and losses.

business similarity
A

business similarity

Assesses the similarity of the companies' business models, products, and services.

This score is based on an analysis of the companies' business descriptions, major products, and revenue streams.

A high score indicates that the companies have similar core businesses, target markets, and revenue generation strategies.

momentum
A+

momentum

Compares recent price momentum, showing similarity in short-term market performance and investor sentiment.

  • KO Price vs 200-day MA: 106.82%
  • RIO Price vs 200-day MA: 99.30%

A high score indicates both stocks are experiencing similar price trends relative to their recent history, suggesting comparable market enthusiasm or concern.

dividend
C+

dividend

Compares dividend policies, showing similarity in shareholder return strategies and income potential for investors.

  • KO Dividend Yield: 3%
  • RIO Dividend Yield: 7%

A high score indicates similar approaches to returning capital to shareholders, suggesting comparable appeal to income-focused investors.

Trailing P/E
8.64
Forward P/E
8.75
PEG Ratio
0.00
Price/Book
1.80
EV/EBITDA
4.60
EV/Revenue
1.99

Income Statement

Revenue (TTM)
$53.7B
Gross Profit (TTM)
$16.2B
EBITDA
$19.1B

Financial Ratios

Profit Margin
22%
Operating Margin (TTM)
23%
Gross Profit Margin
N/A
EBITDA Margin
N/A
ROE (TTM)
20%
ROA (TTM)
8%

Growth

Quarterly Revenue Growth (YoY)
-2%
Quarterly Earnings Growth (YoY)
16%
52-Week Range
$57.85
$63.75
$72.15
50-Day Moving Average
$60.75
Price vs. 50-Day MA
4.94%
200-Day Moving Average
$64.20
Price vs. 200-Day MA
-0.70%
Analyst Ratings Distribution
0
0
0
5
1
Strong Sell Strong Buy
Median Price Target
$80.12
Price to Target
80%
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A-
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RIO - NYQ
B+
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Energy & Transportation
Metal Mining
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