Coca-Cola Consolidated vs Keurig Dr Pepper: Which Stock Could Rally?

COKE: Coca-Cola Consolidated logo
COKE
Coca-Cola Consolidated

Coca-Cola Consolidated surged 18% during the past Month. You may be tempted to buy more, or may want to reduce your exposure. But there is an entirely different perspective you might be missing. Is there a better alternative? Turns out, its peer Keurig Dr Pepper gives you more. Keurig Dr Pepper (KDP) stock offers superior revenue growth across key periods, better profitability, and relatively lower valuation vs Coca-Cola Consolidated (COKE) stock, suggesting you may be better off investing in KDP

  • KDP’s quarterly revenue growth was 10.7%, vs. COKE’s 6.9%.
  • In addition, its Last 12 Months revenue growth came in at 6.8%, ahead of COKE’s 4.2%.
  • KDP leads on profitability over both periods – LTM margin of 21.5% and 3-year average of 21.8%.

These differences become even clearer when you look at the financials side by side. The table highlights how COKE’s fundamentals stack up against those of KDP on growth, margins, momentum, and valuation multiples.

Valuation & Performance Overview

  COKE KDP Preferred
     
Valuation      
P/EBIT Ratio 15.2 11.4 KDP
     
Revenue Growth      
Last Quarter 6.9% 10.7% KDP
Last 12 Months 4.2% 6.8% KDP
Last 3 Year Average 5.5% 5.9% KDP
     
Operating Margins      
Last 12 Months 13.1% 21.5% KDP
Last 3 Year Average 12.9% 21.8% KDP
     
Momentum      
Last 3 Year Return 213.6% -16.9% COKE

Note: For “Last 3 Year Return” metric, preferred stock is one with higher returns unless the returns are too high (>300%) which creates risk of sell off.
See more revenue details: COKE Revenue Comparison | KDP Revenue Comparison
See more margin details: COKE Operating Income Comparison | KDP Operating Income Comparison

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See detailed fundamentals on Buy or Sell KDP Stock and Buy or Sell COKE Stock. Below we compare market return and related metrics across years.

Historical Market Performance

  2020 2021 2022 2023 2024 2025 Total [1] Avg Best
Returns
COKE Return -6% 133% -17% 83% 39% 31% 503% <===
KDP Return 13% 17% -1% -4% -1% -7% 16%  
S&P 500 Return 16% 27% -19% 24% 23% 16% 112%  
Monthly Win Rates [3]
COKE Win Rate 58% 67% 33% 58% 50% 60%   54%  
KDP Win Rate 50% 50% 42% 42% 50% 50%   47%  
S&P 500 Win Rate 58% 75% 42% 67% 75% 70%   64% <===
Max Drawdowns [4]
COKE Max Drawdown -32% -4% -34% -7% -12% -16%   -18%  
KDP Max Drawdown -32% -4% -6% -20% -13% -19%   -16%  
S&P 500 Max Drawdown -31% -1% -25% -1% -2% -15%   -12% <===

[1] Cumulative total returns since the beginning of 2020
[2] 2025 data is for the year up to 12/9/2025 (YTD)
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year

No matter how good the numbers, stock investment is never a smooth ride. There is a risk you must factor in. Read KDP Dip Buyer Analyses and COKE Dip Buyer Analyses to see how these stocks have fallen and recovered in the past.

Still not sure about COKE or KDP? Consider portfolio approach.

Portfolios Are The Smarter Way To Invest

Stocks soar and sink – the key is staying invested. A balanced portfolio keeps you in the market, boosts gains and reduces single stock risk

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.