KO valuation is rich relative to low growth; bearish stance.
Bearish
“The Best Tech Stock to Buy Now: Microsoft vs Meta vs Apple!”
Rational Investing - Cameron Stewart, CFAPublished Aug 12 · 3 passages
Jump to any passage
3 passages
So, Coca-Cola uh beat earnings on revenue, $13 billion in revenue, up 6%. Their stock doesn't look like it's doing too much. I said it was a 32% uh, excuse me, 20 23 times enterprise value.
EPIDA seems rich to me. Uh, for a company that largely isn't really growing revenue all that much. Earnings not doing a whole lot.
see what uh this week CocaCola for.
You know, they can Walmart can charge a little bit smaller, lower price to the retail customer because Coca-Cola is paying Walmart to bump up the Coca-Cola listing on their app and that helps Coke give us cheaper prices.
What this channel has said about $KO
Rational Investing - Cameron Stewart, CFA has only this one call on this stock.
2026-08-12BearishThis one
So, Coca-Cola uh beat earnings on revenue, $13 billion in revenue, up 6%. Their stock doesn't look like it's doing too much. I said it was a 32% uh, excuse me, 20 23 times enterprise value. EPIDA seems rich to me. Uh, for a company that largely isn't really growing revenue all that much. Earnings not doing a whole lot.