COMP <GO>
MNST vs KO // RETURN ON INVESTED CAPITAL (ROIC)
Monster Beverage Corporation (NASDAQ) VS. Coca-Cola Company (The) (NYSE) • 15-METRIC TALLY: MNST 7
— KO 8
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KO
LAST: $47.34 (+2.14%) • MKT CAP: $136.20B
roic
17.50%
LAST: $94.08 (+1.36%) • MKT CAP: $399.30B
roic
25.30%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MNST VS. KO)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MNST | KO | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 55.80% | 61.60% | -5.80 | KO | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 17.50% | 25.30% | -7.80 | KO | /roic <GO> |
| EV/EBITDA & P/E Valuation | 53.8x | 26.4x | +27.40 | KO | /valuation <GO> |
| Free Cash Flow Yield | 1.44% | 1.33% | +0.11 | MNST | /fcf-yield <GO> |
| Operating Margin | 29.20% | 28.70% | +0.50 | MNST | /operating-margins <GO> |
| Net Profit Margin | 22.80% | 27.30% | -4.50 | KO | /net-margins <GO> |
| Revenue Growth (YoY) | 10.70% | 1.90% | +8.80 | MNST | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 2.20% | -2.20 | KO | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 20.46 | 6.84 | +13.62 | MNST | /balance-sheet <GO> |
| Piotroski F-Score Quality | 8/9 | 7/9 | +1.00 | MNST | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.40% | 6.60% | +0.80 | KO | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 63.0 | 62.5 | +0.53 | MNST | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.14 | 0.92 | +0.22 | MNST | /macro-sensitivity <GO> |
| Forward P/E Multiple | 67.1x | 28.4x | +38.70 | KO | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $136.20B | $399.30B | -$263.10B | KO | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MNST REV | KO REV | MNST GROSS % | KO GROSS % | MNST FCF | KO FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $8.29B | $47.94B | 55.8% | 61.6% | $1.97B | $5.30B |
| FY 2024 | $7.49B | $47.06B | 54.0% | 61.1% | $1.66B | $4.74B |
| FY 2023 | $7.14B | $45.75B | 44.0% | 44.0% | $1.40B | $9.54B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MNST // BETA 1.14
KO // BETA 0.92