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Side-by-side financial comparison of ARKO Corp. (ARKO) and Coca-Cola Company (The) (KO). Click either name above to swap in a different company.
Coca-Cola Company (The) is the larger business by last-quarter revenue ($11.8B vs $1.8B, roughly 6.6× ARKO Corp.). Coca-Cola Company (The) runs the higher net margin — 19.2% vs 0.1%, a 19.1% gap on every dollar of revenue. On growth, Coca-Cola Company (The) posted the faster year-over-year revenue change (2.4% vs -9.9%). Coca-Cola Company (The) produced more free cash flow last quarter ($2.9B vs $14.9M). Over the past eight quarters, Coca-Cola Company (The)'s revenue compounded faster (2.3% CAGR vs -7.0%).
ARKO Corp. is a leading U.S. operator of convenience stores and fuel retail locations, primarily serving consumers across multiple states. It offers a wide range of products including fresh food, beverages, daily essentials, and motor fuels, alongside wholesale fuel distribution services for commercial partners.
The Coca-Cola Company is an American multinational corporation founded in 1892 headquartered in Atlanta, Georgia. It manufactures, sells and markets soft drinks including Coca-Cola, other non-alcoholic beverage concentrates and syrups, and alcoholic beverages. Its stock is listed on the New York Stock Exchange and is a component of the DJIA and the S&P 500 and S&P 100 indices.
ARKO vs KO — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $1.8B | $11.8B |
| Net Profit | $1.9M | $2.3B |
| Gross Margin | — | 60.0% |
| Operating Margin | 1.2% | 15.6% |
| Net Margin | 0.1% | 19.2% |
| Revenue YoY | -9.9% | 2.4% |
| Net Profit YoY | 180.9% | 3.5% |
| EPS (diluted) | $0.01 | $0.53 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $1.8B | $11.8B | ||
| Q3 25 | $2.0B | $12.5B | ||
| Q2 25 | $2.0B | $12.5B | ||
| Q1 25 | $1.8B | $11.1B | ||
| Q4 24 | $2.0B | $11.5B | ||
| Q3 24 | $2.3B | $11.9B | ||
| Q2 24 | $2.4B | $12.4B | ||
| Q1 24 | $2.1B | $11.3B |
| Q4 25 | $1.9M | $2.3B | ||
| Q3 25 | $13.5M | $3.7B | ||
| Q2 25 | $20.1M | $3.8B | ||
| Q1 25 | $-12.7M | $3.3B | ||
| Q4 24 | $-2.3M | $2.2B | ||
| Q3 24 | $9.7M | $2.8B | ||
| Q2 24 | $14.1M | $2.4B | ||
| Q1 24 | $-594.0K | $3.2B |
| Q4 25 | — | 60.0% | ||
| Q3 25 | — | 61.5% | ||
| Q2 25 | — | 62.4% | ||
| Q1 25 | — | 62.6% | ||
| Q4 24 | — | 60.0% | ||
| Q3 24 | — | 60.7% | ||
| Q2 24 | — | 61.1% | ||
| Q1 24 | — | 62.5% |
| Q4 25 | 1.2% | 15.6% | ||
| Q3 25 | 1.8% | 32.0% | ||
| Q2 25 | 2.8% | 34.1% | ||
| Q1 25 | -0.6% | 32.9% | ||
| Q4 24 | 0.7% | 23.5% | ||
| Q3 24 | 1.8% | 21.2% | ||
| Q2 24 | 1.8% | 21.3% | ||
| Q1 24 | -0.2% | 18.9% |
| Q4 25 | 0.1% | 19.2% | ||
| Q3 25 | 0.7% | 29.7% | ||
| Q2 25 | 1.0% | 30.4% | ||
| Q1 25 | -0.7% | 29.9% | ||
| Q4 24 | -0.1% | 19.0% | ||
| Q3 24 | 0.4% | 24.0% | ||
| Q2 24 | 0.6% | 19.5% | ||
| Q1 24 | -0.0% | 28.1% |
| Q4 25 | $0.01 | $0.53 | ||
| Q3 25 | $0.10 | $0.86 | ||
| Q2 25 | $0.16 | $0.88 | ||
| Q1 25 | $-0.12 | $0.77 | ||
| Q4 24 | $-0.03 | $0.50 | ||
| Q3 24 | $0.07 | $0.66 | ||
| Q2 24 | $0.11 | $0.56 | ||
| Q1 24 | $-0.02 | $0.74 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $311.5M | $10.3B |
| Total DebtLower is stronger | $912.1M | $42.1B |
| Stockholders' EquityBook value | $267.2M | $32.2B |
| Total Assets | $3.5B | $104.8B |
| Debt / EquityLower = less leverage | 3.41× | 1.31× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $311.5M | $10.3B | ||
| Q3 25 | $313.2M | $12.7B | ||
| Q2 25 | $299.7M | $9.6B | ||
| Q1 25 | $271.1M | $8.4B | ||
| Q4 24 | $267.1M | $10.8B | ||
| Q3 24 | $296.8M | $13.9B | ||
| Q2 24 | $236.5M | $13.7B | ||
| Q1 24 | $189.1M | $10.4B |
| Q4 25 | $912.1M | $42.1B | ||
| Q3 25 | $911.6M | $43.2B | ||
| Q2 25 | $916.4M | $45.0B | ||
| Q1 25 | $880.1M | $43.5B | ||
| Q4 24 | $881.0M | $42.4B | ||
| Q3 24 | $884.7M | $43.0B | ||
| Q2 24 | $889.9M | $38.1B | ||
| Q1 24 | $885.0M | $36.5B |
| Q4 25 | $267.2M | $32.2B | ||
| Q3 25 | $273.1M | $31.2B | ||
| Q2 25 | $264.8M | $28.6B | ||
| Q1 25 | $255.2M | $26.2B | ||
| Q4 24 | $276.9M | $24.9B | ||
| Q3 24 | $280.0M | $26.5B | ||
| Q2 24 | $273.1M | $25.9B | ||
| Q1 24 | $261.2M | $26.4B |
| Q4 25 | $3.5B | $104.8B | ||
| Q3 25 | $3.6B | $106.0B | ||
| Q2 25 | $3.6B | $104.3B | ||
| Q1 25 | $3.6B | $101.7B | ||
| Q4 24 | $3.6B | $100.5B | ||
| Q3 24 | $3.7B | $106.3B | ||
| Q2 24 | $3.7B | $101.2B | ||
| Q1 24 | $3.6B | $99.4B |
| Q4 25 | 3.41× | 1.31× | ||
| Q3 25 | 3.34× | 1.38× | ||
| Q2 25 | 3.46× | 1.57× | ||
| Q1 25 | 3.45× | 1.66× | ||
| Q4 24 | 3.18× | 1.70× | ||
| Q3 24 | 3.16× | 1.62× | ||
| Q2 24 | 3.26× | 1.47× | ||
| Q1 24 | 3.39× | 1.38× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $44.6M | $3.8B |
| Free Cash FlowOCF − Capex | $14.9M | $2.9B |
| FCF MarginFCF / Revenue | 0.8% | 24.3% |
| Capex IntensityCapex / Revenue | 1.7% | 7.5% |
| Cash ConversionOCF / Net Profit | 23.98× | 1.65× |
| TTM Free Cash FlowTrailing 4 quarters | $65.3M | $5.3B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $44.6M | $3.8B | ||
| Q3 25 | $49.4M | $5.0B | ||
| Q2 25 | $55.2M | $3.8B | ||
| Q1 25 | $43.4M | $-5.2B | ||
| Q4 24 | $22.7M | $4.0B | ||
| Q3 24 | $109.2M | $-1.3B | ||
| Q2 24 | $77.2M | $3.6B | ||
| Q1 24 | $12.8M | $528.0M |
| Q4 25 | $14.9M | $2.9B | ||
| Q3 25 | $24.5M | $4.6B | ||
| Q2 25 | $9.8M | $3.4B | ||
| Q1 25 | $16.0M | $-5.5B | ||
| Q4 24 | $-13.4M | $3.1B | ||
| Q3 24 | $79.9M | $-1.7B | ||
| Q2 24 | $57.9M | $3.2B | ||
| Q1 24 | $-16.5M | $158.0M |
| Q4 25 | 0.8% | 24.3% | ||
| Q3 25 | 1.2% | 36.6% | ||
| Q2 25 | 0.5% | 26.9% | ||
| Q1 25 | 0.9% | -49.5% | ||
| Q4 24 | -0.7% | 27.3% | ||
| Q3 24 | 3.5% | -14.6% | ||
| Q2 24 | 2.4% | 25.6% | ||
| Q1 24 | -0.8% | 1.4% |
| Q4 25 | 1.7% | 7.5% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 2.3% | 3.5% | ||
| Q1 25 | 1.5% | 2.8% | ||
| Q4 24 | 1.8% | 7.0% | ||
| Q3 24 | 1.3% | 4.0% | ||
| Q2 24 | 0.8% | 3.4% | ||
| Q1 24 | 1.4% | 3.3% |
| Q4 25 | 23.98× | 1.65× | ||
| Q3 25 | 3.67× | 1.36× | ||
| Q2 25 | 2.75× | 1.00× | ||
| Q1 25 | — | -1.56× | ||
| Q4 24 | — | 1.80× | ||
| Q3 24 | 11.28× | -0.44× | ||
| Q2 24 | 5.49× | 1.49× | ||
| Q1 24 | — | 0.17× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ARKO
| Fuel Products | $1.4B | 79% |
| Merchandise Products | $338.1M | 19% |
| Other Product | $33.6M | 2% |
KO
| Other | $7.0B | 59% |
| Finished Product Operations | $2.4B | 21% |
| Concentrate Operations | $2.4B | 20% |
