The Motley Foolยท2025-09-11 10:29Group 1: Coca-Cola - Coca-Cola is a global beverage leader with extensive reach, operating approximately 120,000 suppliers, 3,000 production lines, and 5,000 warehouses, serving 2.2 billion servings daily [2] - The company has successfully evolved its product offerings, boasting 30 billion-dollar brands, with half created organically and others through acquisitions [3] - Coca-Cola expects organic revenue growth of 5% to 6% for the year, with free cash flow projected at around $9.5 billion [4] - The company offers a 3% dividend yield, which is double the S&P 500 average, and has a history of consistent dividend increases [5] Group 2: Ford Motor Company - Ford is recognized for its diverse vehicle production and has a robust dividend yield of around 5%, rewarding long-term investors with consistent income [6] - The company has a unique high-yield dividend structure, complemented by potential business growth through its Ford Pro division, which focuses on commercial vehicles and has impressive margins [7] - Ford's traditional business, Ford Blue, generated $757 million in EBIT at a 2.6% margin, while Ford Pro generated $3.6 billion in EBIT at a 10.7% margin [9] - Ford Pro's software and services contributed 17% of its EBIT, with paid subscriptions growing 25% year-over-year to 757,000 [10] - Ford maintains a solid balance sheet with $28.4 billion in cash and $46.6 billion in liquidity, providing some stability amid industry volatility [11] Group 3: Investment Considerations - Investors can choose between Coca-Cola, which offers a stable dividend and a strong brand portfolio, or Ford, which presents a higher yield and growth potential but operates in a more volatile industry [12]