Coca-Cola Consolidated vs Keurig Dr Pepper
Add, change or remove companies; up to four.
KIRA’s take AI analyst
I put Coca-Cola Consolidated and Keurig Dr Pepper side by side, using each one’s latest annual report. Here is what stands out:
- Keurig Dr Pepper is the larger business, with $16.6B of revenue in fiscal 2025 against $7.2B for Coca-Cola Consolidated, about 2.3 times as much.
- Keurig Dr Pepper grew revenue faster (8.2%, against 4.8%).
- Keurig Dr Pepper kept more of each dollar of sales as operating profit (21.5% operating margin, against 13.2%).
- Coca-Cola Consolidated earned a higher return on the capital invested in it (39.7%, against 6.8%).
Who comes out ahead
Of the 9 measures where higher (or lower) is clearly better, how many each company leads.
Coca-Cola Consolidated
COKE
4/9
5-year growthReturn on capitalReturn on equityNet debt / EBITDA
Keurig Dr Pepper
KDP
5/9
Revenue growthGross marginOperating marginNet marginFCF margin
Side by side
Best in the row
| Latest fiscal year | COKE FY25 | KDP FY25 |
|---|---|---|
| Size | ||
| Market cap | — | $47.7B |
| Revenue | $7.2B | $16.6B |
| Free cash flow | $620M | $1.5B |
| Net income | $571M | $2.1B |
| Growth | ||
| Revenue growth | 4.8% | 8.2% |
| 5-year growth | 7.6% | 7.4% |
| Share count change | — | −0.4% |
| Profitability | ||
| Gross margin | 39.7% | 54.2% |
| Operating margin | 13.2% | 21.5% |
| Net margin | 7.9% | 12.5% |
| FCF margin | 8.6% | 9.1% |
| Return on capital | 39.7% | 6.8% |
| Return on equity | 168.3% | 8.4% |
| Balance sheet | ||
| Net debt | $2.5B | $16.0B |
| Net debt / EBITDA | 2.2x | 3.9x |
| Dividends and buybacks | $2.7B | $1.3B |
| Valuation & quality | ||
| P/E | — | 35.3x |
| Piotroski F-score | — | 6 |
Ten years
Revenue
Operating margin
Free cash flow
Return on capital
Each company's latest fiscal year; fiscal years end in different months. The best value in each row is highlighted where higher (or lower) is clearly better. Not investment advice.