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Side-by-side financial comparison of Coca-Cola Company (The) (KO) and US Foods Holding Corp. (USFD). 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 $9.8B, roughly 1.2× US Foods Holding Corp.). Coca-Cola Company (The) runs the higher net margin — 19.2% vs 1.9%, a 17.3% gap on every dollar of revenue. On growth, US Foods Holding Corp. posted the faster year-over-year revenue change (3.3% vs 2.4%). Coca-Cola Company (The) produced more free cash flow last quarter ($2.9B vs $159.0M). Over the past eight quarters, US Foods Holding Corp.'s revenue compounded faster (4.6% 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.
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
KO vs USFD — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $11.8B | $9.8B |
| Net Profit | $2.3B | $184.0M |
| Gross Margin | 60.0% | 17.6% |
| Operating Margin | 15.6% | 3.3% |
| Net Margin | 19.2% | 1.9% |
| Revenue YoY | 2.4% | 3.3% |
| Net Profit YoY | 3.5% | 178.8% |
| EPS (diluted) | $0.53 | $0.82 |
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 | $11.8B | $9.8B | ||
| Q3 25 | $12.5B | $10.2B | ||
| Q2 25 | $12.5B | $10.1B | ||
| Q1 25 | $11.1B | $9.4B | ||
| Q4 24 | $11.5B | $9.5B | ||
| Q3 24 | $11.9B | $9.7B | ||
| Q2 24 | $12.4B | $9.7B | ||
| Q1 24 | $11.3B | $8.9B |
| Q4 25 | $2.3B | $184.0M | ||
| Q3 25 | $3.7B | $153.0M | ||
| Q2 25 | $3.8B | $224.0M | ||
| Q1 25 | $3.3B | $115.0M | ||
| Q4 24 | $2.2B | $66.0M | ||
| Q3 24 | $2.8B | $148.0M | ||
| Q2 24 | $2.4B | $198.0M | ||
| Q1 24 | $3.2B | $82.0M |
| Q4 25 | 60.0% | 17.6% | ||
| Q3 25 | 61.5% | 17.2% | ||
| Q2 25 | 62.4% | 17.6% | ||
| Q1 25 | 62.6% | 17.3% | ||
| Q4 24 | 60.0% | 17.6% | ||
| Q3 24 | 60.7% | 17.1% | ||
| Q2 24 | 61.1% | 17.6% | ||
| Q1 24 | 62.5% | 16.7% |
| Q4 25 | 15.6% | 3.3% | ||
| Q3 25 | 32.0% | 2.8% | ||
| Q2 25 | 34.1% | 3.7% | ||
| Q1 25 | 32.9% | 2.4% | ||
| Q4 24 | 23.5% | 3.2% | ||
| Q3 24 | 21.2% | 2.9% | ||
| Q2 24 | 21.3% | 3.6% | ||
| Q1 24 | 18.9% | 1.8% |
| Q4 25 | 19.2% | 1.9% | ||
| Q3 25 | 29.7% | 1.5% | ||
| Q2 25 | 30.4% | 2.2% | ||
| Q1 25 | 29.9% | 1.2% | ||
| Q4 24 | 19.0% | 0.7% | ||
| Q3 24 | 24.0% | 1.5% | ||
| Q2 24 | 19.5% | 2.0% | ||
| Q1 24 | 28.1% | 0.9% |
| Q4 25 | $0.53 | $0.82 | ||
| Q3 25 | $0.86 | $0.67 | ||
| Q2 25 | $0.88 | $0.96 | ||
| Q1 25 | $0.77 | $0.49 | ||
| Q4 24 | $0.50 | $0.28 | ||
| Q3 24 | $0.66 | $0.61 | ||
| Q2 24 | $0.56 | $0.80 | ||
| Q1 24 | $0.74 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $10.3B | $41.0M |
| Total DebtLower is stronger | $42.1B | $5.1B |
| Stockholders' EquityBook value | $32.2B | $4.3B |
| Total Assets | $104.8B | $13.9B |
| Debt / EquityLower = less leverage | 1.31× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $10.3B | $41.0M | ||
| Q3 25 | $12.7B | $56.0M | ||
| Q2 25 | $9.6B | $61.0M | ||
| Q1 25 | $8.4B | $101.0M | ||
| Q4 24 | $10.8B | $59.0M | ||
| Q3 24 | $13.9B | $81.0M | ||
| Q2 24 | $13.7B | $405.0M | ||
| Q1 24 | $10.4B | $267.0M |
| Q4 25 | $42.1B | $5.1B | ||
| Q3 25 | $43.2B | $4.8B | ||
| Q2 25 | $45.0B | $4.7B | ||
| Q1 25 | $43.5B | $4.7B | ||
| Q4 24 | $42.4B | $4.8B | ||
| Q3 24 | $43.0B | $4.7B | ||
| Q2 24 | $38.1B | $4.6B | ||
| Q1 24 | $36.5B | $4.6B |
| Q4 25 | $32.2B | $4.3B | ||
| Q3 25 | $31.2B | $4.5B | ||
| Q2 25 | $28.6B | $4.6B | ||
| Q1 25 | $26.2B | $4.6B | ||
| Q4 24 | $24.9B | $4.5B | ||
| Q3 24 | $26.5B | $4.6B | ||
| Q2 24 | $25.9B | $5.0B | ||
| Q1 24 | $26.4B | $4.8B |
| Q4 25 | $104.8B | $13.9B | ||
| Q3 25 | $106.0B | $14.0B | ||
| Q2 25 | $104.3B | $13.8B | ||
| Q1 25 | $101.7B | $13.7B | ||
| Q4 24 | $100.5B | $13.4B | ||
| Q3 24 | $106.3B | $13.5B | ||
| Q2 24 | $101.2B | $13.7B | ||
| Q1 24 | $99.4B | $13.4B |
| Q4 25 | 1.31× | 1.18× | ||
| Q3 25 | 1.38× | 1.08× | ||
| Q2 25 | 1.57× | 1.02× | ||
| Q1 25 | 1.66× | 1.02× | ||
| Q4 24 | 1.70× | 1.06× | ||
| Q3 24 | 1.62× | 1.01× | ||
| Q2 24 | 1.47× | 0.92× | ||
| Q1 24 | 1.38× | 0.95× |
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 | $3.8B | $293.0M |
| Free Cash FlowOCF − Capex | $2.9B | $159.0M |
| FCF MarginFCF / Revenue | 24.3% | 1.6% |
| Capex IntensityCapex / Revenue | 7.5% | 1.4% |
| Cash ConversionOCF / Net Profit | 1.65× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $5.3B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $3.8B | $293.0M | ||
| Q3 25 | $5.0B | $351.0M | ||
| Q2 25 | $3.8B | $334.0M | ||
| Q1 25 | $-5.2B | $391.0M | ||
| Q4 24 | $4.0B | $283.0M | ||
| Q3 24 | $-1.3B | $270.0M | ||
| Q2 24 | $3.6B | $482.0M | ||
| Q1 24 | $528.0M | $139.0M |
| Q4 25 | $2.9B | $159.0M | ||
| Q3 25 | $4.6B | $236.0M | ||
| Q2 25 | $3.4B | $257.0M | ||
| Q1 25 | $-5.5B | $307.0M | ||
| Q4 24 | $3.1B | $178.0M | ||
| Q3 24 | $-1.7B | $190.0M | ||
| Q2 24 | $3.2B | $413.0M | ||
| Q1 24 | $158.0M | $52.0M |
| Q4 25 | 24.3% | 1.6% | ||
| Q3 25 | 36.6% | 2.3% | ||
| Q2 25 | 26.9% | 2.5% | ||
| Q1 25 | -49.5% | 3.3% | ||
| Q4 24 | 27.3% | 1.9% | ||
| Q3 24 | -14.6% | 2.0% | ||
| Q2 24 | 25.6% | 4.3% | ||
| Q1 24 | 1.4% | 0.6% |
| Q4 25 | 7.5% | 1.4% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 3.5% | 0.8% | ||
| Q1 25 | 2.8% | 0.9% | ||
| Q4 24 | 7.0% | 1.1% | ||
| Q3 24 | 4.0% | 0.8% | ||
| Q2 24 | 3.4% | 0.7% | ||
| Q1 24 | 3.3% | 1.0% |
| Q4 25 | 1.65× | 1.59× | ||
| Q3 25 | 1.36× | 2.29× | ||
| Q2 25 | 1.00× | 1.49× | ||
| Q1 25 | -1.56× | 3.40× | ||
| Q4 24 | 1.80× | 4.29× | ||
| Q3 24 | -0.44× | 1.82× | ||
| Q2 24 | 1.49× | 2.43× | ||
| Q1 24 | 0.17× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KO
| Other | $7.0B | 59% |
| Finished Product Operations | $2.4B | 21% |
| Concentrate Operations | $2.4B | 20% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
