Beverages - Alcoholic
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IBG vs KO
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Non-Alcoholic
IBG vs KO — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Non-Alcoholic |
| Market Cap | $2M | $340.74B |
| Revenue (TTM) | $8M | $49.28B |
| Net Income (TTM) | $-6M | $13.70B |
| Gross Margin | 11.3% | 61.7% |
| Operating Margin | -71.3% | 29.3% |
| Forward P/E | — | 24.3x |
| Total Debt | $184K | $45.49B |
| Cash & Equiv. | $620K | $10.27B |
IBG vs KO — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | Sep 24 | May 26 | Return |
|---|---|---|---|
| Innovation Beverage… (IBG) | 100 | 2.0 | -98.0% |
| The Coca-Cola Compa… (KO) | 100 | 110.2 | +10.2% |
Price return only. Dividends and distributions are not included.
Quick Verdict: IBG vs KO
Each card shows where this stock fits in a portfolio — not just who wins on paper.
IBG is the clearest fit if your priority is sleep-well-at-night.
- Lower volatility, beta 1.13, Low D/E 7.0%, current ratio 1.14x
- Lower D/E ratio (7.0% vs 132.7%)
KO carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 1.9%, EPS growth 23.6%, 3Y rev CAGR 3.7%
- 112.5% 10Y total return vs IBG's -98.7%
- Beta -0.09, yield 2.6%, current ratio 1.46x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 1.9% revenue growth vs IBG's -6.9% | |
| Quality / Margins | 27.8% margin vs IBG's -80.0% | |
| Stability / Safety | Lower D/E ratio (7.0% vs 132.7%) | |
| Dividends | 2.6% yield; 35-year raise streak; the other pay no meaningful dividend | |
| Momentum (1Y) | +13.3% vs IBG's -94.4% | |
| Efficiency (ROA) | 13.1% ROA vs IBG's -124.5%, ROIC 15.8% vs -87.3% |
IBG vs KO — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
Segment breakdown not available.
IBG vs KO — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
KO leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KO is the larger business by revenue, generating $49.3B annually — 6418.7x IBG's $8M. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to IBG's -80.0%. On growth, KO holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $8M | $49.3B |
| EBITDAEarnings before interest/tax | -$5M | $15.5B |
| Net IncomeAfter-tax profit | -$6M | $13.7B |
| Free Cash FlowCash after capex | -$3M | $12.6B |
| Gross MarginGross profit ÷ Revenue | +11.3% | +61.7% |
| Operating MarginEBIT ÷ Revenue | -71.3% | +29.3% |
| Net MarginNet income ÷ Revenue | -80.0% | +27.8% |
| FCF MarginFCF ÷ Revenue | -37.0% | +25.5% |
| Rev. Growth (YoY)Latest quarter vs prior year | -38.6% | +12.1% |
| EPS Growth (YoY)Latest quarter vs prior year | +39.3% | +18.2% |
Valuation Metrics
IBG leads this category, winning 3 of 3 comparable metrics.
Valuation Metrics
| Metric | ||
|---|---|---|
| Market CapShares × price | $2M | $340.7B |
| Enterprise ValueMkt cap + debt − cash | $1M | $376.0B |
| Trailing P/EPrice ÷ TTM EPS | -0.63x | 26.04x |
| Forward P/EPrice ÷ next-FY EPS est. | — | 24.33x |
| PEG RatioP/E ÷ EPS growth rate | — | 2.33x |
| EV / EBITDAEnterprise value multiple | — | 25.38x |
| Price / SalesMarket cap ÷ Revenue | 0.56x | 7.11x |
| Price / BookPrice ÷ Book value/share | 0.62x | 9.96x |
| Price / FCFMarket cap ÷ FCF | — | 64.34x |
Profitability & Efficiency
KO leads this category, winning 6 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $-10 for IBG. IBG carries lower financial leverage with a 0.07x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs IBG's 3/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | -10.1% | +41.1% |
| ROA (TTM)Return on assets | -124.5% | +13.1% |
| ROICReturn on invested capital | -87.3% | +15.8% |
| ROCEReturn on capital employed | -155.2% | +17.3% |
| Piotroski ScoreFundamental quality 0–9 | 3 | 7 |
| Debt / EquityFinancial leverage | 0.07x | 1.33x |
| Net DebtTotal debt minus cash | -$435,590 | $35.2B |
| Cash & Equiv.Liquid assets | $619,944 | $10.3B |
| Total DebtShort + long-term debt | $184,354 | $45.5B |
| Interest CoverageEBIT ÷ Interest expense | -13.53x | 10.70x |
Total Returns (Dividends Reinvested)
KO leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in KO five years ago would be worth $16,233 today (with dividends reinvested), compared to $134 for IBG. Over the past 12 months, KO leads with a +13.3% total return vs IBG's -94.4%. The 3-year compound annual growth rate (CAGR) favors KO at 10.0% vs IBG's -76.2% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | -89.6% | +15.3% |
| 1-Year ReturnPast 12 months | -94.4% | +13.3% |
| 3-Year ReturnCumulative with dividends | -98.7% | +33.1% |
| 5-Year ReturnCumulative with dividends | -98.7% | +62.3% |
| 10-Year ReturnCumulative with dividends | -98.7% | +112.5% |
| CAGR (3Y)Annualised 3-year return | -76.2% | +10.0% |
Risk & Volatility
KO leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.09 beta — it tends to amplify market swings less than IBG's 1.13 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KO currently trades 96.5% from its 52-week high vs IBG's 2.7% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 1.13x | -0.09x |
| 52-Week HighHighest price in past year | $36.50 | $82.00 |
| 52-Week LowLowest price in past year | $0.94 | $65.35 |
| % of 52W HighCurrent price vs 52-week peak | +2.7% | +96.5% |
| RSI (14)Momentum oscillator 0–100 | 35.1 | 58.6 |
| Avg Volume (50D)Average daily shares traded | 788K | 13.4M |
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
KO is the only dividend payer here at 2.57% yield — a key consideration for income-focused portfolios.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | — | Buy |
| Price TargetConsensus 12-month target | — | $85.71 |
| # AnalystsCovering analysts | — | 48 |
| Dividend YieldAnnual dividend ÷ price | — | +2.6% |
| Dividend StreakConsecutive years of raises | — | 35 |
| Dividend / ShareAnnual DPS | — | $2.04 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +0.2% |
KO leads in 4 of 6 categories (Income & Cash Flow, Profitability & Efficiency). IBG leads in 1 (Valuation Metrics).
IBG vs KO: Frequently Asked Questions
8 questions · data-driven answers · updated daily
01Is IBG or KO a better buy right now?
For growth investors, The Coca-Cola Company (KO) is the stronger pick with 1.
9% revenue growth year-over-year, versus -6. 9% for Innovation Beverage Group Limited (IBG). The Coca-Cola Company (KO) offers the better valuation at 26. 0x trailing P/E (24. 3x forward), making it the more compelling value choice. Analysts rate The Coca-Cola Company (KO) a "Buy" — based on 48 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which is the better long-term investment — IBG or KO?
Over the past 5 years, The Coca-Cola Company (KO) delivered a total return of +62.
3%, compared to -98. 7% for Innovation Beverage Group Limited (IBG). Over 10 years, the gap is even starker: KO returned +112. 5% versus IBG's -98. 7%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
03Which is safer — IBG or KO?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
09β versus Innovation Beverage Group Limited's 1. 13β — meaning IBG is approximately -1384% more volatile than KO relative to the S&P 500. On balance sheet safety, Innovation Beverage Group Limited (IBG) carries a lower debt/equity ratio of 7% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
04Which is growing faster — IBG or KO?
By revenue growth (latest reported year), The Coca-Cola Company (KO) is pulling ahead at 1.
9% versus -6. 9% for Innovation Beverage Group Limited (IBG). On earnings-per-share growth, the picture is similar: The Coca-Cola Company grew EPS 23. 6% year-over-year, compared to -16. 5% for Innovation Beverage Group Limited. Over a 3-year CAGR, KO leads at 3. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
05Which has better profit margins — IBG or KO?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus -87. 7% for Innovation Beverage Group Limited — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus -88. 2% for IBG. At the gross margin level — before operating expenses — KO leads at 61. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
06Which pays a better dividend — IBG or KO?
In this comparison, KO (2.
6% yield) pays a dividend. IBG does not pay a meaningful dividend and should not be held primarily for income.
07Is IBG or KO better for a retirement portfolio?
For long-horizon retirement investors, The Coca-Cola Company (KO) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β -0.
09), 2. 6% yield, +112. 5% 10Y return). Both have compounded well over 10 years (KO: +112. 5%, IBG: -98. 7%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
08What are the main differences between IBG and KO?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
KO pays a dividend while IBG does not, making them suitable for different income and tax situations. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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