The Coca-Cola Company vs Walmart Inc.
KO and WMT are evenly matched across key metrics.
🏆 Tale of the Tape
Green = winner in each category. Higher is better except P/E (lower = cheaper).
Rolling Correlation
Low correlation — excellent diversification pair.
Fundamentals
| Metric | KO | WMT |
|---|---|---|
| Market Cap | $339.9B | $922.6B |
| P/E Ratio | 24.8x | 40.8x |
| Forward P/E | 22.7x | 35.2x |
| P/B | 10.11x | 9.26x |
| Dividend Yield | 2.68% | 0.86% |
| Beta | 0.36 | 0.65 |
Quantitative Metrics
| Metric | KO | WMT |
|---|---|---|
| DCF Fair Value | $7.28 | $40.45 |
| DCF Upside | -90.5% | -67.5% |
| Piotroski F | 7/9 | 7/9 |
| Altman Z | 5.03 | 6.70 |
| Beneish M | -2.35 | -2.72 |
| FCF Yield | 1.45% | 1.44% |
| Net Debt/EBITDA | 1.7x | 0.5x |
| ROIC | 16.7% | 14.4% |
| WACC | 7.5% | 8.8% |
| ROIC – WACC | 9.2pp | 5.6pp |
| Gross Margin | 61.6% | 24.9% |
| Net Margin | 27.3% | 3.1% |
| Rev Growth YoY | 1.9% | 4.7% |
| Sharpe (1Y) | 0.47 | 1.40 |
| Max Drawdown 3Y | — | — |
| FCF Payout Ratio | 166% | 50% |
KO Price
WMT Price
ETF Exposure
KO found in:
WMT found in:
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Quant metrics computed from financial statements and 1,200+ trading days. Correlation is Pearson coefficient on daily log returns. Not investment advice.
KO vs WMT: Head-to-Head Analysis
The Coca-Cola Company (KO) and Walmart Inc. (WMT) represent two companies in the Consumer Defensive sector. Our quantitative Tale of the Tape shows these companies are evenly matched across profitability, valuation, and risk metrics.
In terms of capital efficiency, KO generates a return on invested capital (ROIC) of 16.7% compared to WMT's 14.4%. This suggests KO is more effective at deploying capital to generate shareholder returns.
The 252-day rolling correlation between KO and WMT is 0.286, indicating low correlation, making them an effective diversification pair in a portfolio context.
KO appears in 39 ETFs tracked by SecuritiesDB, while WMT appears in 38 ETFs. Investors holding broad-market ETFs may already have indirect exposure to both stocks.
Frequently Asked Questions
Which stock is the better investment, KO or WMT?
Our quantitative analysis compares KO and WMT across nine fundamental dimensions. KO and WMT are evenly matched across key metrics. However, stock selection depends on your individual risk tolerance, time horizon, and portfolio context. These metrics are computed from SEC filings and market data — they are not investment recommendations.
Are KO and WMT correlated?
The 252-day correlation between KO and WMT is 0.286. They have low correlation, offering good diversification.
How is the Tale of the Tape scored?
The Tale of the Tape compares both stocks across nine categories: profitability (net margin), valuation (P/E), efficiency (ROIC), health (Piotroski F-Score), safety (Altman Z-Score), growth (revenue YoY), risk (Sharpe ratio), leverage (debt-to-equity), and cash generation (FCF yield). The stock that wins more categories takes the overall score. Lower P/E and lower debt-to-equity count as wins.