Consumer Staples stock comparison
| Company fact | KO | STZ |
|---|---|---|
| Company | The Coca-Cola Company | Constellation Brands, Inc. |
| Exchange | NYSE | NYSE |
| Headquarters | Atlanta, Georgia | — |
| Founded | 1886 | — |
| SEC industry | Beverages | Beverages |
| Fiscal year-end | December 31 | February 28 |
| Latest annual filing | 10-K · 2026-02-20 | 10-K · 2026-04-22 |
KO reported about 5.2× the revenue of STZ in the latest audited fiscal year. On profitability, KO converted a larger share of revenue into net income (27.3% versus 18.5%). Scale and margin are starting facts for the thesis, not the verdict.
| Metric | KO | STZ |
|---|---|---|
| Revenue | $47.9B | $9.1B |
| Net income | $13.1B | $1.7B |
| Operating cash flow | $7.4B | $2.7B |
| Diluted EPS | $3.04 | — |
| Net margin | 27.3% | 18.5% |
KO: FY ending 2025-12-31 · STZ: FY ending 2026-02-28. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
KO and STZ share the SEC industry classification “Beverages,” giving the comparison a primary-source operating relationship. A shared classification or theme makes the pair useful for a defined research question; it does not mean the companies have identical products, economics, or risks.
Coca-Cola is the world's largest nonalcoholic beverage company, selling sparkling drinks, water, juice, and coffee through a global bottling network. Its brand strength and international reach make it a classic defensive holding.
Constellation Brands produces and imports beer, wine, and spirits including Corona and Modelo in the US.
The useful starting point is not which ticker has performed better. It is whether the two companies convert the same economic forces into revenue and cash flow in the same way. KO is classified by the SEC as Beverages, while STZ is classified as Beverages. The matching industry code strengthens the peer comparison, although product mix can still differ materially.
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The thesis, the numbers behind it, and what would break it. Full access is $15 a month.
Read the full researchUse the distinction below to decide which filing deserves deeper work. It is a research routing rule, not a recommendation or prediction.
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable.KO's fiscal year ends December 31, while STZ's ends February 28. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 29matched transaction rows for KOand 13 for STZ. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
The Coca-Cola Company and Constellation Brands, Inc. share the SEC industry classification “Beverages.” That makes the operating comparison relevant, but it does not prove that every product, customer, or revenue stream competes directly.
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers The Coca-Cola Company and Constellation Brands, Inc. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-09-25. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-09-25. Independent educational research; not investment advice.
KO vs STZ shows how the businesses differ. Membership is the monthly sourced view of who could benefit, what could break, and what evidence matters next. $15/month or $150/year.
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