KO vs XOM: Which Is the Better Buy?

Side-by-side comparison of The Coca-Cola Company and Exxon Mobil Corporation — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-04.
The Coca-Cola Company · Consumer Defensive
$78.19
-7.8% upside to fair value
Grade D High Quality
VS
Exxon Mobil Corporation · Energy
$154.46
-37.3% upside to fair value
Grade C
QuantHub Verdict
KO has more upside to fair value (-7.8%). XOM trades at a lower forward P/E (23.2x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric KO XOM
Current Price $78.19 $154.46
Fair Value Estimate $72.12 $96.85
Upside to Fair Value -7.8% -37.3%
Market Cap $336.5B $642.0B
Forward P/E 24.6x 23.2x
EV / EBITDA 19.9x 10.3x
Price / Sales 6.8x 2.0x
Price / FCF 26.8x 27.2x
Revenue Growth YoY +12.1% -1.3%
Gross Margin 61.7% 21.7%
Operating Margin 29.3% 10.5%
Return on Equity 43.6% 11.0%
Dividend Yield 0% 0%
FCF Yield 3.73% 3.68%
Analyst Consensus Strong Buy Buy
Investment Thesis
KO — The Coca-Cola Company
The Coca-Cola Company is a leading global beverage company specializing in non-alcoholic drinks with a diversified portfolio including sparkling soft drinks, juices, water, coffee, and energy beverages. The business quality is high due to its durable brand moat, consistent earnings growth, and strong operational efficiency, reflected in a 43.6% return on equity and 12.1% revenue growth in the mos…
XOM — Exxon Mobil Corporation
Exxon Mobil Corporation operates as a global integrated oil and gas company with significant operations in upstream, energy products, chemical products, and specialty products segments. The company benefits from a highly experienced management team with decades of internal tenure, led by CEO Darren Woods. Despite strong cash flow generation and operational scale, Exxon is currently overvalued, tr…
Accumulation Zones
Metric KO XOM
Zone Low $54.09 $72.64
Zone High $61.30 $82.32
In Buy Zone? No No
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