Vita Coco Stock Filter Stocks by Fundamentals
| COCO Stock | USD 35.62 0.29 0.81% |
Vita Coco fundamentals help investors to digest information that contributes to Vita Coco's financial success or failures. It also enables traders to predict the movement of Vita Stock. The fundamental analysis module provides a way to measure Vita Coco's intrinsic value by examining its available economic and financial indicators, including the cash flow records, the balance sheet account changes, the income statement patterns, and various microeconomic indicators and financial ratios related to Vita Coco stock.
Vita | Shares Owned by Institutions |
Vita Coco ESG Sustainability
Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Vita Coco's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Vita Coco's managers, analysts, and investors.Environmental | Governance | Social |
Vita Coco Institutional Holders
Institutional Holdings refers to the ownership stake in Vita Coco that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Vita Coco's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Vita Coco's value.| Shares | Dimensional Fund Advisors, Inc. | 2024-09-30 | 852.8 K | Abrdn Plc | 2024-09-30 | 846.7 K | State Street Corp | 2024-06-30 | 837.3 K | Morgan Stanley - Brokerage Accounts | 2024-06-30 | 806.2 K | William Blair Investment Management, Llc | 2024-09-30 | 768.6 K | Gilder Gagnon Howe & Co Llc | 2024-09-30 | 737.6 K | Woodson Capital Management, Lp | 2024-09-30 | 679.1 K | Gw&k Investment Management, Llc | 2024-09-30 | 663.1 K | Granahan Investment Management Inc.. | 2024-09-30 | 656.4 K | Blackrock Inc | 2024-06-30 | 2.9 M | Vanguard Group Inc | 2024-09-30 | 2.6 M |
Vita Fundamentals
| Return On Equity | 0.27 | ||||
| Return On Asset | 0.15 | ||||
| Profit Margin | 0.12 % | ||||
| Operating Margin | 0.15 % | ||||
| Current Valuation | 1.86 B | ||||
| Shares Outstanding | 56.73 M | ||||
| Shares Owned By Insiders | 12.95 % | ||||
| Shares Owned By Institutions | 83.31 % | ||||
| Number Of Shares Shorted | 6.13 M | ||||
| Price To Earning | 15.97 X | ||||
| Price To Book | 8.02 X | ||||
| Price To Sales | 4.08 X | ||||
| Revenue | 493.61 M | ||||
| Gross Profit | 103.36 M | ||||
| EBITDA | 58.61 M | ||||
| Net Income | 46.63 M | ||||
| Cash And Equivalents | 16.41 M | ||||
| Cash Per Share | 0.29 X | ||||
| Total Debt | 1.22 M | ||||
| Debt To Equity | 0.17 % | ||||
| Current Ratio | 2.99 X | ||||
| Book Value Per Share | 4.44 X | ||||
| Cash Flow From Operations | 107.16 M | ||||
| Short Ratio | 10.48 X | ||||
| Earnings Per Share | 1.00 X | ||||
| Price To Earnings To Growth | 1.07 X | ||||
| Target Price | 33.22 | ||||
| Number Of Employees | 294 | ||||
| Beta | 0.22 | ||||
| Market Capitalization | 2.02 B | ||||
| Total Asset | 285.68 M | ||||
| Retained Earnings | 100.74 M | ||||
| Working Capital | 180.35 M | ||||
| Current Asset | 288.6 M | ||||
| Current Liabilities | 251.25 M | ||||
| Net Asset | 285.68 M |
About Vita Coco Fundamental Analysis
The Macroaxis Fundamental Analysis modules help investors analyze Vita Coco's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Vita Coco using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Vita Coco based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.
Pair Trading with Vita Coco
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Vita Coco position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Vita Coco will appreciate offsetting losses from the drop in the long position's value.Moving together with Vita Stock
Moving against Vita Stock
| 0.89 | KO | Coca Cola Sell-off Trend | PairCorr |
| 0.88 | CL | Colgate Palmolive Fiscal Year End 24th of January 2025 | PairCorr |
| 0.85 | PEP | PepsiCo | PairCorr |
| 0.84 | KDP | Keurig Dr Pepper Sell-off Trend | PairCorr |
| 0.82 | EL | Estee Lauder Companies | PairCorr |
The ability to find closely correlated positions to Vita Coco could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Vita Coco when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Vita Coco - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Vita Coco to buy it.
The correlation of Vita Coco is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Vita Coco moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Vita Coco moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Vita Coco can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Vita Coco Piotroski F Score and Vita Coco Altman Z Score analysis. To learn how to invest in Vita Stock, please use our How to Invest in Vita Coco guide.You can also try the Theme Ratings module to determine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance.
Is Soft Drinks & Non-alcoholic Beverages space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Vita Coco. If investors know Vita will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Vita Coco listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth 0.231 | Earnings Share 1 | Revenue Per Share 8.724 | Quarterly Revenue Growth (0.04) | Return On Assets 0.1515 |
The market value of Vita Coco is measured differently than its book value, which is the value of Vita that is recorded on the company's balance sheet. Investors also form their own opinion of Vita Coco's value that differs from its market value or its book value, called intrinsic value, which is Vita Coco's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Vita Coco's market value can be influenced by many factors that don't directly affect Vita Coco's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Vita Coco's value and its price as these two are different measures arrived at by different means. Investors typically determine if Vita Coco is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Vita Coco's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.