KO vs PYPL: Which Is the Better Buy?

Side-by-side comparison of The Coca-Cola Company and PayPal Holdings, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-17.
The Coca-Cola Company ยท Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction Grade C High Quality
VS
PayPal Holdings, Inc. ยท Financial Services
$52.71
+9.1% upside to fair value
Med Conviction Grade B-
QuantHub Verdict
KO has more upside to fair value (+15.5%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric KO PYPL
Current Price $88.71 $52.71
Fair Value Estimate $102.44 $57.50
Upside to Fair Value +15.5% +9.1%
Market Cap $381.7B $45.1B
Forward P/E โ€” โ€”
EV / EBITDA 20.8x 6.8x
Price / Sales 7.6x 1.3x
Price / FCF 26.7x 7.2x
Revenue Growth YoY +6.7% +4.8%
Gross Margin 61.9% 45.8%
Operating Margin 29.6% 18.8%
Return on Equity 43.0% 24.4%
Dividend Yield 2.37% 1.06%
FCF Yield 3.75% 13.97%
Analyst Consensus Strong Buy Hold
Investment Thesis
KO โ€” The Coca-Cola Company
The Coca-Cola Company is a global non-alcoholic beverage concentrate, brand-management and bottling-system business with products sold in more than 200 countries and territories, supported by powerful trademarks, 2.2 billion daily servings and an entrenched distribution network. Business quality is high: TTM gross, operating and net margins are 61.9%, 29.6% and 28.6%, respectively, ROE is 43.0%, โ€ฆ
PYPL โ€” PayPal Holdings, Inc.
PayPal operates a global digital-payments platform spanning branded checkout, Venmo, Braintree merchant processing, credit products and fraud-risk infrastructure across approximately 200 markets. Business quality is medium: its two-sided network, trusted brand, broad merchant distribution and risk capabilities remain meaningful assets, but its highest-value branded-checkout franchise is under comโ€ฆ
Accumulation Zones
Metric KO PYPL
Zone Low $76.83 $43.12
Zone High $87.07 $48.88
In Buy Zone? No No
โ† KO Research    PYPL Research โ†’    All Research