文章核心观点 - 从估值和盈利能力来看,可口可乐公司(KO)的股票表现将优于好市多公司(COST)未来三年 [5][15][16][17] - 可口可乐公司收入增长虽然略低于好市多,但其利润率更高,财务风险也较低 [13][14] - 好市多公司收入增长更快,会员续费率高,且能从通胀中获益 [8][9][10] 关键要点总结 收入增长表现 - 可口可乐公司收入从2020年的330亿美元增长到2023年的458亿美元,年均增长11.6% [6] - 好市多公司收入从2020年的1670亿美元增长到2023年的2420亿美元,年均增长13.4% [6] - 可口可乐公司收入增长主要来自于定价,北美和拉丁美洲市场表现较好 [6] - 好市多公司收入增长得益于会员费收入,且通胀压力下能为消费者提供成本节省 [8][10] 盈利能力和财务风险 - 可口可乐公司的营业利润率从2020年的29.5%下降到2023年的28.6%,但仍高于好市多的3.3% [13] - 好市多的债务占权益比2.5%,低于可口可乐的15.5%,现金占资产比22%,高于可口可乐的13% [14] 估值比较 - 可口可乐公司当前市销率为5.9倍,低于过去5年平均水平6.8倍,有较大上涨空间 [16][17] - 好市多公司当前市销率为1.4倍,高于过去5年平均水平1.1倍 [16][17]

There are plenty of ways to prepare for a potential stock market correction while still meeting your long-term financial goals.Last Thursday, the S&P 500, Nasdaq Composite, and Dow Jones Industrial Average all hit all-time highs, with the Dow crossing the 40,000 level for the first time in its over-125-year-old history.The stock market has overcome myriad challenges over the past six years, including the U.S.-China trade war, COVID-19 pandemic, election uncertainty, supply chain challenges, and now inflati ...

How many brands can compare to Coke?Warren Buffett, often referred to as the "Oracle of Omaha," has a knack for backing companies that stand the test of time. Take American Express, for instance. His firm, Berkshire Hathaway, first invested $300 million in the company in August of 1991. Over the next four years, Buffett continued to purchase shares, raising the total investment to $1.3 billion by 1995. Today, the stake is worth more than $36.5 billion, paying a yearly dividend worth more than that initial i ...

These stocks are poised for more gains in 2024 and beyond.It's a smart idea to consider what stocks billionaire investors are buying (or selling), and there's no better investor to follow in this regard than Warren Buffett, who has built a mountain of wealth for Berkshire Hathaway shareholders.Three Motley Fool contributors recently combed through Berkshire's holdings to find three stocks that are screaming buys right now. Let's see why they selected Mastercard (MA 0.30%), Louisiana-Pacific (LPX 0.84%), and ...

PM Images The combination of earnings season and a dovish Fed are bringing the markets closer to all-time highs. The S&P 500 closed up 1.39% this week while gaining 9.49% on the year. The Nasdaq finished up 0.56% this week, bringing its appreciation to 8.83% in 2024. It's not only tech that's helping the market, but companies such as The Coca-Cola Company (KO) and Walmart (WMT) are up 7.35% and 15.09% YTD. All eyes will be on the April CPI report as it's scheduled to be released on May 15th, with the co ...

This Dividend King remains a rock-solid choice for generating passive income.The S&P 500 and Nasdaq Composite are both up a little over 1% in the last month. Meanwhile, the consumer staples sector is up over 4% during that time, and Coca-Cola (KO -0.76%) has been a big part of that sector gain. Coke's stock price is up 7.4% in just the last month. The move has Coke trading within a couple of percentage points of its all-time high of $64.99 a share set back on April 24, 2023.Here's why Coca-Cola has what it ...

The market may be experiencing a shift from growth to value. If so, investors may be considering some Warren Buffett stocks. That is, the stocks that are part of Buffett’s Berkshire-Hathaway (NYSE:BRK-A, NYSE:BRK-B) and reflect his value investing philosophy.  Buffett’s goal is to find stocks that are undervalued but still have solid fundamentals. Rather than get caught up in the day-to-day machinations of the stock market, Buffett believes that the true value of these stocks will come out over time.  Berks ...

These income investments look attractive following the market's big rally to date in 2024.April was a tough month on the market. The S&P 500 index dropped 4% last month, erasing some of the big gains from the past several months. Here in early May, the market is now up 8%, down from an 11% gain in the first four months of 2024.Long-term investors look forward to volatility like that because it sparks discounts that have nothing to do with the long-term outlook of a given company.With that in mind, let's loo ...

文章核心观点 - 可口可乐是巴菲特最喜欢的股票之一,是一家消费品公司,在早期90年代就已经占据了主导市场地位[2][3] - 可口可乐目前的增长前景虽然不如30年前那么强劲,但仍然是一只具有吸引力的股票[3] 可口可乐的业绩表现 - 可口可乐的有机销售额增长11%,远高于竞争对手百事可乐的3%增长[4] - 可口可乐的竞争优势包括规模优势、营销实力以及在能量饮料、茶饮和水类等新兴品类的布局[5] - 可口可乐CEO表示公司的全球体系正处于持续成功的态势[6] 可口可乐的现金回报 - 股息收入是巴菲特多年来战胜大盘的"秘密武器",可口可乐每年稳定增加股息,为巴菲特带来了丰厚的投资回报[7] - 可口可乐最近宣布了5.4%的股息增长,这是公司连续第62年增加股息[8] - 强劲的现金流和不断增长的利润为公司未来持续增加股息提供了充足的空间[8] 估值水平 - 可口可乐的股价在过去一年中跑输大盘,目前估值仅为6倍销售额,相对便宜[9] - 尽管可口可乐的增长速度可能不及其他行业,但它在增长、现金回报和盈利能力方面的平衡很难在市场上找到[10] - 加上目前的吸引人的股息收益率,可口可乐是一只值得关注的优质股票[10]

If you learn to think like Buffett, you could end up making better decisions with less stress.Coca-Cola (KO 0.60%) is Warren Buffett's longest-held stock and one of his favorites. His holding company, Berkshire Hathaway, first bought shares of Coke stock in 1988 and owns 400 million shares.The big news revealed at the Berkshire Hathaway annual meeting last week was that it had sold 13% of its stake in Apple. While that sounds significant, and is, Apple remains the company's largest position by far, moving d ...