COMP <GO>
COST vs KO // 10Y YIELD & FRED MACRO BETA
Costco Wholesale Corporation (NASDAQ) VS. Coca-Cola Company (NYSE) • 15-METRIC TALLY: COST 6
— KO 8
▲ 10Y YIELD & FRED MACRO BETA LEADER: KO
LAST: $996.08 (+1.36%) • MKT CAP: $441.39B
macro-sensitivity
0.73
LAST: $92.82 (+1.19%) • MKT CAP: $399.30B
macro-sensitivity
0.92
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (COST VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | COST | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 12.82% | 61.60% | -48.78 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 42.43% | 25.30% | +17.13 | COST | /roic <GO> |
| EV/EBITDA & P/E Valuation | 31.4x | 26.4x | +4.96 | KO | /valuation <GO> |
| Free Cash Flow Yield | 2.09% | 1.33% | +0.76 | COST | /fcf-yield <GO> |
| Operating Margin | 3.85% | 28.70% | -24.85 | KO | /operating-margins <GO> |
| Net Profit Margin | 3.04% | 27.30% | -24.26 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 10.14% | 1.90% | +8.24 | COST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.58% | 2.20% | -1.62 | KO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 9.38 | 6.84 | +2.54 | COST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | KO | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 4.46% | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 57.7 | 56.8 | +0.90 | COST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | 0.73 | 0.92 | -0.19 | KO | /macro-sensitivity <GO> |
| Forward P/E Multiple | 39.7x | 28.4x | +11.32 | KO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $441.39B | $399.30B | $42.09B | COST | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | COST REV | KO REV | COST GROSS % | KO GROSS % | COST FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2026 | $303.15B | — | 12.8% | — | $9.38B | — |
| FY 2025 | $275.24B | $47.94B | 12.8% | 61.6% | $7.84B | $5.30B |
| FY 2024 | $254.45B | $47.06B | 12.6% | 61.1% | $6.63B | $4.74B |
| FY 2023 | $242.29B | $45.75B | 12.3% | — | $6.75B | $9.54B |
| FY 2022 | $226.95B | — | 12.2% | — | $3.50B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
COST // BETA 0.73
KO // BETA 0.92