KO vs UPS: Which Is the Better Buy?

Side-by-side comparison of The Coca-Cola Company and United Parcel Service, Inc. โ€” fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-09-19.
The Coca-Cola Company ยท Consumer Defensive
$88.71
+15.5% upside to fair value
Med Conviction Grade C High Quality
VS
United Parcel Service, Inc. ยท Industrials
$99.02
+21.1% upside to fair value
Med Conviction Grade B
QuantHub Verdict
UPS has more upside to fair value (+21.1%). These are model outputs โ€” not personalized investment advice. See all research โ†’
Valuation & Fundamentals
Metric KO UPS
Current Price $88.71 $99.02
Fair Value Estimate $102.44 $119.92
Upside to Fair Value +15.5% +21.1%
Market Cap $381.7B $84.1B
Forward P/E โ€” โ€”
EV / EBITDA 20.8x 10.2x
Price / Sales 7.6x 0.9x
Price / FCF 26.7x 15.3x
Revenue Growth YoY +6.7% +7.6%
Gross Margin 61.9% 16.6%
Operating Margin 29.6% 7.3%
Return on Equity 43.0% 29.1%
Dividend Yield 2.37% 6.62%
FCF Yield 3.75% 6.52%
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
UPS โ€” United Parcel Service, Inc.
United Parcel Service is the world's largest integrated package delivery and logistics network, operating U.S. Domestic Package and International Package segments with roughly 460,000 employees and a 119-year operating history. The business quality is medium: the global air-and-ground network, brand, and scale are genuine assets, but the company is exposed to commoditized freight, Amazon volume cโ€ฆ
Accumulation Zones
Metric KO UPS
Zone Low $76.83 $89.94
Zone High $87.07 $101.93
In Buy Zone? No Yes
โ† KO Research    UPS Research โ†’    All Research