138040.KS vs. COKE
138040.KS (Meritz Financi) and COKE (Coca-Cola Consolidated, Inc.) are both stocks. 138040.KS operates in Asset Management (Financial Services), while COKE operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, 138040.KS returned 28.36%/yr vs 34.43%/yr for COKE. At a 0.01 correlation, their price movements are largely independent.
Performance
138040.KS vs. COKE - Performance Comparison
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Different Trading Currencies
138040.KS is traded in KRW, while COKE is traded in USD. To make them comparable, the COKE values have been converted to KRW using the latest available exchange rates.
Returns By Period
In the year-to-date period, 138040.KS achieves a -5.84% return, which is significantly lower than COKE's 19.47% return. Over the past 10 years, 138040.KS has underperformed COKE with an annualized return of 28.36%, while COKE has yielded a comparatively higher 34.43% annualized return.
138040.KS
- 1D
- 0.38%
- 1M
- -6.08%
- YTD
- -5.84%
- 6M
- -2.74%
- 1Y
- -6.50%
- 3Y*
- 34.16%
- 5Y*
- 43.77%
- 10Y*
- 28.36%
COKE
- 1D
- -3.17%
- 1M
- -17.18%
- YTD
- 19.47%
- 6M
- 7.97%
- 1Y
- 80.77%
- 3Y*
- 46.55%
- 5Y*
- 42.01%
- 10Y*
- 34.43%
138040.KS vs. COKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
138040.KS Meritz Financi | -5.84% | 9.96% | 75.97% | 44.15% | -2.71% | 350.78% | -9.07% | 7.09% | -20.17% | 40.32% |
COKE Coca-Cola Consolidated, Inc. | 19.47% | 19.81% | 58.19% | 88.13% | -12.40% | 155.53% | -11.40% | 66.84% | -13.52% | 6.86% |
Correlation
The correlation between 138040.KS and COKE is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.04 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.05 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.04 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since May 16, 2011 | 0.01 |
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Return for Risk
138040.KS vs. COKE — Risk / Return Rank
138040.KS
COKE
138040.KS vs. COKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Meritz Financi (138040.KS) and Coca-Cola Consolidated, Inc. (COKE). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
| 138040.KS | COKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.50 | ||
| Sortino ratioReturn per unit of downside risk | -2.65 | ||
| Omega ratioGain probability vs. loss probability | 1.00 | 1.39 | -0.40 |
| Calmar ratioReturn relative to maximum drawdown | -0.23 | 3.27 | -3.50 |
| Martin ratioReturn relative to average drawdown | -0.45 | 9.78 | -10.22 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| 138040.KS | COKE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.19 | 2.32 | -2.50 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | 1.13 | -0.04 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.79 | 0.93 | -0.14 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.72 | 0.71 | +0.01 |
Drawdowns
138040.KS vs. COKE - Drawdown Comparison
The maximum 138040.KS drawdown since its inception was -65.28%, which is greater than COKE's maximum drawdown of -50.35%. Use the drawdown chart below to compare losses from any high point for 138040.KS and COKE.
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Drawdown Indicators
| 138040.KS | COKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -65.28% | -50.35% | -14.93% |
Max Drawdown (1Y)Largest decline over 1 year | -29.62% | -24.83% | -4.79% |
Max Drawdown (3Y)Largest decline over 3 years | -29.62% | -31.23% | +1.61% |
Max Drawdown (5Y)Largest decline over 5 years | -62.66% | -31.23% | -31.43% |
Max Drawdown (10Y)Largest decline over 10 years | -62.66% | -50.35% | -12.31% |
Current DrawdownCurrent decline from peak | -27.15% | -18.92% | -8.23% |
Average DrawdownAverage peak-to-trough decline | -20.87% | -15.33% | -5.54% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.83% | 8.29% | +6.54% |
Volatility
138040.KS vs. COKE - Volatility Comparison
The current volatility for Meritz Financi (138040.KS) is 9.10%, while Coca-Cola Consolidated, Inc. (COKE) has a volatility of 19.06%. This indicates that 138040.KS experiences smaller price fluctuations and is considered to be less risky than COKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| 138040.KS | COKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.10% | 19.06% | -9.96% |
Volatility (6M)Calculated over the trailing 6-month period | 27.71% | 29.44% | -1.73% |
Volatility (1Y)Calculated over the trailing 1-year period | 36.30% | 35.39% | +0.91% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 41.87% | 37.46% | +4.41% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.19% | 37.13% | +0.06% |
Dividends
138040.KS vs. COKE - Dividend Comparison
138040.KS has not paid dividends to shareholders, while COKE's dividend yield for the trailing twelve months is around 0.59%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
138040.KS Meritz Financi | 0.00% | 1.19% | 0.00% | 3.99% | 0.25% | 0.48% | 9.17% | 4.66% | 4.07% | 3.46% | 2.70% | 1.19% |
COKE Coca-Cola Consolidated, Inc. | 0.59% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
Financials
138040.KS vs. COKE - Financials Comparison
This section allows you to compare key financial metrics between Meritz Financi and Coca-Cola Consolidated, Inc.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
Frequently Asked Questions
138040.KS and COKE have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
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