WallStSmart

The Coca-Cola Company (KO)vsBoston Beer Company Inc (SAM)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Coca-Cola Company generates 2504% more annual revenue ($50.13B vs $1.93B). KO leads profitability with a 28.6% profit margin vs -3.6%. SAM appears more attractively valued with a PEG of 0.78. KO earns a higher WallStSmart Score of 63/100 (C+).

KO

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 9.5Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.49

SAM

Hold

43

out of 100

Grade: D

Growth: 2.0Profit: 4.0Value: 7.0Quality: 7.5
Piotroski: 5/9Altman Z: 3.97
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOSignificantly Overvalued (-40.1%)

Margin of Safety

-40.1%

Fair Value

$63.02

Current Price

$88.29

$25.27 premium

UndervaluedFair: $63.02Overvalued
SAMUndervalued (+24.6%)

Margin of Safety

+24.6%

Fair Value

$332.83

Current Price

$172.55

$160.28 discount

UndervaluedFair: $332.83Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KO5 strengths · Avg: 9.4/10
Market CapQuality
$379.87B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
39.6%10/10

Every $100 of equity generates 40 in profit

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$5.10B8/10

Generating 5.1B in free cash flow

SAM4 strengths · Avg: 9.0/10
Debt/EquityHealth
0.0410/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
3.9710/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.788/10

Growing faster than its price suggests

Price/BookValuation
2.4x8/10

Reasonable price relative to book value

Areas to Watch

KO4 concerns · Avg: 3.3/10
P/E RatioValuation
26.5x4/10

Moderate valuation

Price/BookValuation
10.5x4/10

Trading at 10.5x book value

Debt/EquityHealth
1.203/10

Elevated debt levels

PEG RatioValuation
3.992/10

Expensive relative to growth rate

SAM4 concerns · Avg: 2.3/10
Market CapQuality
$1.67B3/10

Smaller company, higher risk/reward

Return on EquityProfitability
-7.8%2/10

ROE of -7.8% — below average capital efficiency

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

EPS GrowthGrowth
-9.0%2/10

Earnings declined 9.0%

Comparative Analysis Report

WallStSmart Research

Bull Case : KO

The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.6% and operating margin at 34.9%.

Bull Case : SAM

The strongest argument for SAM centers on Debt/Equity, Altman Z-Score, PEG Ratio. PEG of 0.78 suggests the stock is reasonably priced for its growth.

Bear Case : KO

The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.

Bear Case : SAM

The primary concerns for SAM are Market Cap, Return on Equity, Revenue Growth.

Key Dynamics to Monitor

KO profiles as a mature stock while SAM is a turnaround play — different risk/reward profiles.

SAM carries more volatility with a beta of 0.83 — expect wider price swings.

KO is growing revenue faster at 6.7% — sustainability is the question.

KO generates stronger free cash flow (5.1B), providing more financial flexibility.

Bottom Line

KO scores higher overall (63/100 vs 43/100), backed by strong 28.6% margins. SAM offers better value entry with a 24.6% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

The Coca-Cola Company

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

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.

Visit Website →

Boston Beer Company Inc

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

The Boston Beer Company, Inc. produces and sells alcoholic beverages primarily in the United States. The company is headquartered in Boston, Massachusetts.

Want to dig deeper into these stocks?