Sodastream International Ltd (SODA): The Beautiful Billion-Dollar Number

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That’s not to say maintaining the growth will be a walk in the park, especially considering beverage behemoths like The Coca-Cola Company (NYSE:KO) and PepsiCo, Inc. (NYSE:PEP) will certainly be loath to release their iron grips on the largest soda market in the world. Heck, even Warren Buffett once stated, “If you gave me $100 billion and said, ‘Take away the soft-drink leadership of The Coca-Cola Company (NYSE:KO) in the world,’ I’d give it back to you and say it can’t be done.” It should come as no surprise, then, that Buffett owned 400 million shares of Coca-Cola through Berkshire Hathaway Inc. (NYSE:BRK.B) at the end of 2012 — good for an 8.9% stake currently in the company worth almost $17 billion as of this writing.

However, this also serves to highlight one of the biggest reasons SodaStream should be able to continue growing quickly; even after the recent rally, Sodastream International Ltd (NASDAQ:SODA)’s total market capitalization sits at only $1.35 billion, or more than 140 times smaller than The Coca-Cola Company (NYSE:KO)’s and 95 times smaller than PepsiCo, Inc. (NYSE:PEP)’s.

Foolish final thoughts
While investors shouldn’t expect Coke or PepsiCo, Inc. (NYSE:PEP) to fall from grace anytime soon, remember that it’ll take much less to move SodaStream’s revenue and earnings needles.

In the end, I’m convinced SodaStream represents another one of those truly great businesses, and I wholeheartedly agree with the analysts who say this small company is only just getting started.

The article SodaStream to Investors: How Does $1 Billion in Sales by 2016 Sound? originally appeared on Fool.com and is written by Steve Symington.

Fool contributor Steve Symington has no position in any stocks mentioned. The Motley Fool recommends Berkshire Hathaway, Coca-Cola, Lumber Liquidators, PepsiCo, and SodaStream. The Motley Fool owns shares of Berkshire Hathaway, Lumber Liquidators, PepsiCo, and SodaStream.

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