vs

Side-by-side financial comparison of Coca-Cola Company (The) (KO) and U.S. Bancorp (USB). 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 $7.4B, roughly 1.6× U.S. Bancorp). U.S. Bancorp runs the higher net margin — 27.8% vs 19.2%, a 8.6% gap on every dollar of revenue. On growth, U.S. Bancorp posted the faster year-over-year revenue change (5.1% vs 2.4%). Over the past eight quarters, U.S. Bancorp's revenue compounded faster (4.7% CAGR vs 2.3%).

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.

U.S. Bancorp is an American multinational banking institution headquartered in Minneapolis, Minnesota and incorporated in Delaware. It is the 5th-largest bank in the United States as of 2025. As the largest bank in the Midwestern United States, it is considered systemically important by the Financial Stability Board. It is the parent company of its primary operating entity, U.S. Bank National Association, which does business as U.S. Bank. The company provides banking, investment, mortgage, tr...

KO vs USB — Head-to-Head

Bigger by revenue
KO
KO
1.6× larger
KO
$11.8B
$7.4B
USB
Growing faster (revenue YoY)
USB
USB
+2.7% gap
USB
5.1%
2.4%
KO
Higher net margin
USB
USB
8.6% more per $
USB
27.8%
19.2%
KO
Faster 2-yr revenue CAGR
USB
USB
Annualised
USB
4.7%
2.3%
KO

Income Statement — Q4 FY2025 vs Q4 FY2025

Metric
KO
KO
USB
USB
Revenue
$11.8B
$7.4B
Net Profit
$2.3B
$2.0B
Gross Margin
60.0%
Operating Margin
15.6%
34.4%
Net Margin
19.2%
27.8%
Revenue YoY
2.4%
5.1%
Net Profit YoY
3.5%
23.0%
EPS (diluted)
$0.53
$1.26

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.

Revenue
KO
KO
USB
USB
Q4 25
$11.8B
$7.4B
Q3 25
$12.5B
$7.3B
Q2 25
$12.5B
$7.0B
Q1 25
$11.1B
$7.0B
Q4 24
$11.5B
$7.0B
Q3 24
$11.9B
$6.9B
Q2 24
$12.4B
$6.9B
Q1 24
$11.3B
$6.7B
Net Profit
KO
KO
USB
USB
Q4 25
$2.3B
$2.0B
Q3 25
$3.7B
$2.0B
Q2 25
$3.8B
$1.8B
Q1 25
$3.3B
$1.7B
Q4 24
$2.2B
$1.7B
Q3 24
$2.8B
$1.7B
Q2 24
$2.4B
$1.6B
Q1 24
$3.2B
$1.3B
Gross Margin
KO
KO
USB
USB
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%
Operating Margin
KO
KO
USB
USB
Q4 25
15.6%
34.4%
Q3 25
32.0%
34.5%
Q2 25
34.1%
32.7%
Q1 25
32.9%
31.0%
Q4 24
23.5%
30.1%
Q3 24
21.2%
30.2%
Q2 24
21.3%
29.9%
Q1 24
18.9%
24.9%
Net Margin
KO
KO
USB
USB
Q4 25
19.2%
27.8%
Q3 25
29.7%
27.3%
Q2 25
30.4%
25.9%
Q1 25
29.9%
24.6%
Q4 24
19.0%
23.7%
Q3 24
24.0%
25.0%
Q2 24
19.5%
23.3%
Q1 24
28.1%
19.6%
EPS (diluted)
KO
KO
USB
USB
Q4 25
$0.53
$1.26
Q3 25
$0.86
$1.22
Q2 25
$0.88
$1.11
Q1 25
$0.77
$1.03
Q4 24
$0.50
$1.01
Q3 24
$0.66
$1.03
Q2 24
$0.56
$0.97
Q1 24
$0.74
$0.78

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
KO
KO
USB
USB
Cash + ST InvestmentsLiquidity on hand
$10.3B
Total DebtLower is stronger
$42.1B
Stockholders' EquityBook value
$32.2B
$65.2B
Total Assets
$104.8B
$692.3B
Debt / EquityLower = less leverage
1.31×

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
KO
KO
USB
USB
Q4 25
$10.3B
Q3 25
$12.7B
Q2 25
$9.6B
Q1 25
$8.4B
Q4 24
$10.8B
Q3 24
$13.9B
Q2 24
$13.7B
Q1 24
$10.4B
Total Debt
KO
KO
USB
USB
Q4 25
$42.1B
Q3 25
$43.2B
Q2 25
$45.0B
Q1 25
$43.5B
Q4 24
$42.4B
Q3 24
$43.0B
Q2 24
$38.1B
Q1 24
$36.5B
Stockholders' Equity
KO
KO
USB
USB
Q4 25
$32.2B
$65.2B
Q3 25
$31.2B
$63.3B
Q2 25
$28.6B
$61.4B
Q1 25
$26.2B
$60.1B
Q4 24
$24.9B
$58.6B
Q3 24
$26.5B
$58.9B
Q2 24
$25.9B
$56.4B
Q1 24
$26.4B
$55.6B
Total Assets
KO
KO
USB
USB
Q4 25
$104.8B
$692.3B
Q3 25
$106.0B
$695.4B
Q2 25
$104.3B
$686.4B
Q1 25
$101.7B
$676.5B
Q4 24
$100.5B
$678.3B
Q3 24
$106.3B
$686.5B
Q2 24
$101.2B
$680.1B
Q1 24
$99.4B
$683.6B
Debt / Equity
KO
KO
USB
USB
Q4 25
1.31×
Q3 25
1.38×
Q2 25
1.57×
Q1 25
1.66×
Q4 24
1.70×
Q3 24
1.62×
Q2 24
1.47×
Q1 24
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
KO
KO
USB
USB
Operating Cash FlowLast quarter
$3.8B
$2.8B
Free Cash FlowOCF − Capex
$2.9B
FCF MarginFCF / Revenue
24.3%
Capex IntensityCapex / Revenue
7.5%
Cash ConversionOCF / Net Profit
1.65×
1.39×
TTM Free Cash FlowTrailing 4 quarters
$5.3B

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
KO
KO
USB
USB
Q4 25
$3.8B
$2.8B
Q3 25
$5.0B
$3.4B
Q2 25
$3.8B
$2.0B
Q1 25
$-5.2B
$-285.0M
Q4 24
$4.0B
$4.8B
Q3 24
$-1.3B
$972.0M
Q2 24
$3.6B
$2.9B
Q1 24
$528.0M
$2.7B
Free Cash Flow
KO
KO
USB
USB
Q4 25
$2.9B
Q3 25
$4.6B
Q2 25
$3.4B
Q1 25
$-5.5B
Q4 24
$3.1B
Q3 24
$-1.7B
Q2 24
$3.2B
Q1 24
$158.0M
FCF Margin
KO
KO
USB
USB
Q4 25
24.3%
Q3 25
36.6%
Q2 25
26.9%
Q1 25
-49.5%
Q4 24
27.3%
Q3 24
-14.6%
Q2 24
25.6%
Q1 24
1.4%
Capex Intensity
KO
KO
USB
USB
Q4 25
7.5%
Q3 25
3.8%
Q2 25
3.5%
Q1 25
2.8%
Q4 24
7.0%
Q3 24
4.0%
Q2 24
3.4%
Q1 24
3.3%
Cash Conversion
KO
KO
USB
USB
Q4 25
1.65×
1.39×
Q3 25
1.36×
1.69×
Q2 25
1.00×
1.12×
Q1 25
-1.56×
-0.17×
Q4 24
1.80×
2.87×
Q3 24
-0.44×
0.57×
Q2 24
1.49×
1.79×
Q1 24
0.17×
2.02×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

KO
KO

Other$7.0B59%
Finished Product Operations$2.4B21%
Concentrate Operations$2.4B20%

USB
USB

Segment breakdown not available.

Related Comparisons