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Side-by-side financial comparison of Coca-Cola Consolidated, Inc. (COKE) and PACS Group, Inc. (PACS). Click either name above to swap in a different company.
Coca-Cola Consolidated, Inc. is the larger business by last-quarter revenue ($1.9B vs $1.4B, roughly 1.4× PACS Group, Inc.). Coca-Cola Consolidated, Inc. runs the higher net margin — 7.2% vs 4.4%, a 2.8% gap on every dollar of revenue. On growth, PACS Group, Inc. posted the faster year-over-year revenue change (18.4% vs 9.0%). Over the past eight quarters, PACS Group, Inc.'s revenue compounded faster (20.5% CAGR vs 9.4%).
Coca-Cola Consolidated, Inc., headquartered in Charlotte, North Carolina, is the largest independent Coca-Cola bottler in the United States.
COKE vs PACS — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.9B | $1.4B |
| Net Profit | $137.3M | $59.7M |
| Gross Margin | 39.6% | — |
| Operating Margin | 12.7% | 7.0% |
| Net Margin | 7.2% | 4.4% |
| Revenue YoY | 9.0% | 18.4% |
| Net Profit YoY | -23.3% | 3022.5% |
| EPS (diluted) | — | $0.42 |
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 | $1.9B | $1.4B | ||
| Q3 25 | $1.9B | $1.3B | ||
| Q2 25 | $1.9B | $1.3B | ||
| Q1 25 | $1.6B | $1.3B | ||
| Q4 24 | $1.7B | $1.1B | ||
| Q3 24 | $1.8B | $1.0B | ||
| Q2 24 | $1.8B | $981.4M | ||
| Q1 24 | $1.6B | $934.3M |
| Q4 25 | $137.3M | $59.7M | ||
| Q3 25 | $142.3M | $52.4M | ||
| Q2 25 | $187.4M | $51.0M | ||
| Q1 25 | $103.6M | $28.5M | ||
| Q4 24 | $178.9M | $1.9M | ||
| Q3 24 | $115.6M | $15.6M | ||
| Q2 24 | $172.8M | $-10.9M | ||
| Q1 24 | $165.7M | $49.1M |
| Q4 25 | 39.6% | — | ||
| Q3 25 | 39.6% | — | ||
| Q2 25 | 40.0% | — | ||
| Q1 25 | 39.7% | — | ||
| Q4 24 | 40.0% | — | ||
| Q3 24 | 39.5% | 17.1% | ||
| Q2 24 | 39.9% | 22.3% | ||
| Q1 24 | 40.2% | 21.2% |
| Q4 25 | 12.7% | 7.0% | ||
| Q3 25 | 13.1% | 6.4% | ||
| Q2 25 | 14.7% | 6.2% | ||
| Q1 25 | 12.0% | 3.8% | ||
| Q4 24 | 12.5% | 1.7% | ||
| Q3 24 | 12.9% | 2.2% | ||
| Q2 24 | 14.4% | 0.1% | ||
| Q1 24 | 13.5% | 8.6% |
| Q4 25 | 7.2% | 4.4% | ||
| Q3 25 | 7.5% | 3.9% | ||
| Q2 25 | 10.1% | 3.9% | ||
| Q1 25 | 6.6% | 2.2% | ||
| Q4 24 | 10.2% | 0.2% | ||
| Q3 24 | 6.5% | 1.5% | ||
| Q2 24 | 9.6% | -1.1% | ||
| Q1 24 | 10.4% | 5.3% |
| Q4 25 | — | $0.42 | ||
| Q3 25 | — | $0.32 | ||
| Q2 25 | — | $0.31 | ||
| Q1 25 | — | $0.17 | ||
| Q4 24 | — | $-0.03 | ||
| Q3 24 | — | $0.10 | ||
| Q2 24 | — | $-0.07 | ||
| Q1 24 | — | $0.38 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $281.9M | $197.0M |
| Total DebtLower is stronger | $2.8B | $353.2M |
| Stockholders' EquityBook value | $-739.7M | $946.8M |
| Total Assets | $4.3B | $5.6B |
| Debt / EquityLower = less leverage | — | 0.37× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $281.9M | $197.0M | ||
| Q3 25 | $1.5B | $355.7M | ||
| Q2 25 | $1.2B | $294.2M | ||
| Q1 25 | $1.2B | $287.5M | ||
| Q4 24 | $1.1B | $157.7M | ||
| Q3 24 | $1.2B | $49.5M | ||
| Q2 24 | $1.7B | $73.4M | ||
| Q1 24 | $401.3M | $81.2M |
| Q4 25 | $2.8B | $353.2M | ||
| Q3 25 | $1.8B | — | ||
| Q2 25 | $1.8B | — | ||
| Q1 25 | $1.8B | — | ||
| Q4 24 | $1.8B | $411.9M | ||
| Q3 24 | $1.8B | — | ||
| Q2 24 | $1.8B | — | ||
| Q1 24 | $599.3M | — |
| Q4 25 | $-739.7M | $946.8M | ||
| Q3 25 | $1.6B | $871.3M | ||
| Q2 25 | $1.6B | $806.8M | ||
| Q1 25 | $1.5B | $750.2M | ||
| Q4 24 | $1.4B | $709.6M | ||
| Q3 24 | $1.3B | $660.0M | ||
| Q2 24 | $1.2B | $572.1M | ||
| Q1 24 | $1.6B | $128.0M |
| Q4 25 | $4.3B | $5.6B | ||
| Q3 25 | $5.7B | $5.6B | ||
| Q2 25 | $5.5B | $5.5B | ||
| Q1 25 | $5.4B | $5.5B | ||
| Q4 24 | $5.3B | $5.2B | ||
| Q3 24 | $5.3B | $4.5B | ||
| Q2 24 | $5.7B | $3.9B | ||
| Q1 24 | $4.3B | $3.9B |
| Q4 25 | — | 0.37× | ||
| Q3 25 | 1.09× | — | ||
| Q2 25 | 1.10× | — | ||
| Q1 25 | 1.19× | — | ||
| Q4 24 | 1.26× | 0.58× | ||
| Q3 24 | 1.39× | — | ||
| Q2 24 | 1.49× | — | ||
| Q1 24 | 0.37× | — |
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 | $209.0M | $-3.4M |
| Free Cash FlowOCF − Capex | $106.7M | — |
| FCF MarginFCF / Revenue | 5.6% | — |
| Capex IntensityCapex / Revenue | 5.4% | — |
| Cash ConversionOCF / Net Profit | 1.52× | -0.06× |
| TTM Free Cash FlowTrailing 4 quarters | $619.6M | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $209.0M | $-3.4M | ||
| Q3 25 | $316.7M | $204.8M | ||
| Q2 25 | $208.1M | $52.6M | ||
| Q1 25 | $198.2M | $150.2M | ||
| Q4 24 | $168.5M | $64.6M | ||
| Q3 24 | $270.8M | $209.2M | ||
| Q2 24 | $242.9M | $34.8M | ||
| Q1 24 | $194.3M | $58.8M |
| Q4 25 | $106.7M | — | ||
| Q3 25 | $264.1M | — | ||
| Q2 25 | $148.5M | — | ||
| Q1 25 | $100.3M | — | ||
| Q4 24 | $84.8M | — | ||
| Q3 24 | $142.8M | — | ||
| Q2 24 | $160.5M | — | ||
| Q1 24 | $117.2M | — |
| Q4 25 | 5.6% | — | ||
| Q3 25 | 14.0% | — | ||
| Q2 25 | 8.0% | — | ||
| Q1 25 | 6.3% | — | ||
| Q4 24 | 4.9% | — | ||
| Q3 24 | 8.1% | — | ||
| Q2 24 | 8.9% | — | ||
| Q1 24 | 7.4% | — |
| Q4 25 | 5.4% | — | ||
| Q3 25 | 2.8% | — | ||
| Q2 25 | 3.2% | — | ||
| Q1 25 | 6.2% | — | ||
| Q4 24 | 4.8% | — | ||
| Q3 24 | 7.2% | — | ||
| Q2 24 | 4.6% | — | ||
| Q1 24 | 4.8% | — |
| Q4 25 | 1.52× | -0.06× | ||
| Q3 25 | 2.22× | 3.91× | ||
| Q2 25 | 1.11× | 1.03× | ||
| Q1 25 | 1.91× | 5.28× | ||
| Q4 24 | 0.94× | 33.78× | ||
| Q3 24 | 2.34× | 13.39× | ||
| Q2 24 | 1.41× | — | ||
| Q1 24 | 1.17× | 1.20× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COKE
| Transferred At Point In Time | $1.9B | 99% |
| Transferred Over Time | $15.1M | 1% |
PACS
Segment breakdown not available.
