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AGX vs. KO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AGX vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Argan, Inc. (AGX) and The Coca-Cola Company (KO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, AGX achieves a 105.22% return, which is significantly higher than KO's 18.99% return. Over the past 10 years, AGX has outperformed KO with an annualized return of 35.01%, while KO has yielded a comparatively lower 9.55% annualized return.


AGX

1D
2.89%
1M
-13.39%
YTD
105.22%
6M
101.00%
1Y
195.82%
3Y*
154.34%
5Y*
71.15%
10Y*
35.01%

KO

1D
0.11%
1M
2.70%
YTD
18.99%
6M
17.96%
1Y
18.86%
3Y*
14.33%
5Y*
11.29%
10Y*
9.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AGX vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AGX
Argan, Inc.
105.22%130.61%198.31%30.24%-2.01%-11.64%19.15%8.62%-14.32%-34.26%
KO
The Coca-Cola Company
18.99%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%

Correlation

The correlation between AGX and KO is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

-0.06

Correlation (5Y)
Calculated over the trailing 5-year period

0.08

Correlation (10Y)
Calculated over the trailing 10-year period

0.14

Correlation (All Time)
Calculated using the full available price history since Aug 18, 1995

0.11

The correlation between AGX and KO shifts across timeframes, from -0.11 (1 year) to 0.14 (10 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

AGX:

$9.11B

KO:

$356.42B

EPS

AGX:

$11.38

KO:

$3.18

PE Ratio

AGX:

56.36

KO:

26.01

PEG Ratio

AGX:

1.03

KO:

3.14

PS Ratio

AGX:

8.72

KO:

7.23

PB Ratio

AGX:

19.24

KO:

10.60

Total Revenue (TTM)

AGX:

$1.04B

KO:

$49.28B

Gross Profit (TTM)

AGX:

$217.93M

KO:

$30.43B

EBITDA (TTM)

AGX:

$163.99M

KO:

$18.35B

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Return for Risk

AGX vs. KO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AGX
AGX Risk / Return Rank: 9494
Overall Rank
AGX Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
AGX Sortino Ratio Rank: 9292
Sortino Ratio Rank
AGX Omega Ratio Rank: 9090
Omega Ratio Rank
AGX Calmar Ratio Rank: 9696
Calmar Ratio Rank
AGX Martin Ratio Rank: 9797
Martin Ratio Rank

KO
KO Risk / Return Rank: 7474
Overall Rank
KO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
KO Sortino Ratio Rank: 7272
Sortino Ratio Rank
KO Omega Ratio Rank: 6767
Omega Ratio Rank
KO Calmar Ratio Rank: 7979
Calmar Ratio Rank
KO Martin Ratio Rank: 7575
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AGX vs. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Argan, Inc. (AGX) and The Coca-Cola Company (KO). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


AGXKODifference
Sharpe ratioReturn per unit of total volatility

+1.53

Sortino ratioReturn per unit of downside risk

+1.50

Omega ratioGain probability vs. loss probability

1.41

1.19

+0.21

Calmar ratioReturn relative to maximum drawdown

7.68

2.26

+5.43

Martin ratioReturn relative to average drawdown

21.89

4.51

+17.38

AGX vs. KO - Sharpe Ratio Comparison

The current AGX Sharpe Ratio is 2.59, which is higher than the KO Sharpe Ratio of 1.06. The chart below compares the historical Sharpe Ratios of AGX and KO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

AGX vs. KO - Drawdown Comparison

The maximum AGX drawdown since its inception was -94.37%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for AGX and KO.


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Drawdown Indicators


AGXKODifference

Max Drawdown

Largest peak-to-trough decline

-94.37%

-68.23%

-26.14%

Max Drawdown (1Y)

Largest decline over 1 year

-24.96%

-7.87%

-17.09%

Max Drawdown (3Y)

Largest decline over 3 years

-43.75%

-16.26%

-27.49%

Max Drawdown (5Y)

Largest decline over 5 years

-43.75%

-17.27%

-26.48%

Max Drawdown (10Y)

Largest decline over 10 years

-54.61%

-36.99%

-17.62%

Current Drawdown

Current decline from peak

-13.39%

-1.16%

-12.23%

Average Drawdown

Average peak-to-trough decline

-48.33%

-16.09%

-32.24%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.78%

3.98%

+4.80%

Volatility

AGX vs. KO - Volatility Comparison

Argan, Inc. (AGX) has a higher volatility of 18.53% compared to The Coca-Cola Company (KO) at 6.70%. This indicates that AGX's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


AGXKODifference

Volatility (1M)

Calculated over the trailing 1-month period

18.53%

6.70%

+11.83%

Volatility (6M)

Calculated over the trailing 6-month period

54.47%

12.87%

+41.60%

Volatility (1Y)

Calculated over the trailing 1-year period

74.07%

16.73%

+57.34%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

50.95%

16.18%

+34.77%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

45.88%

18.24%

+27.64%

Dividends

AGX vs. KO - Dividend Comparison

AGX's dividend yield for the trailing twelve months is around 0.29%, less than KO's 2.49% yield.


PositionTTM20252024202320222021202020192018201720162015
AGX
Argan, Inc.
0.29%0.52%0.93%2.24%2.71%1.94%7.31%2.49%1.98%4.44%1.42%2.16%
KO
The Coca-Cola Company
1.88%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

Financials

AGX vs. KO - Financials Comparison

This section allows you to compare key financial metrics between Argan, Inc. and The Coca-Cola Company. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
290.95M
12.47B
(AGX) Total Revenue
(KO) Total Revenue
Values in USD except per share items

AGX vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between Argan, Inc. and The Coca-Cola Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%20222023202420252026
21.0%
63.0%
Portfolio components
AGX - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported a gross profit of 61.11M and revenue of 290.95M. Therefore, the gross margin over that period was 21.0%.

KO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a gross profit of 7.85B and revenue of 12.47B. Therefore, the gross margin over that period was 63.0%.

AGX - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported an operating income of 45.40M and revenue of 290.95M, resulting in an operating margin of 15.6%.

KO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported an operating income of 4.36B and revenue of 12.47B, resulting in an operating margin of 35.0%.

AGX - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Argan, Inc. reported a net income of 46.06M and revenue of 290.95M, resulting in a net margin of 15.8%.

KO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a net income of 3.92B and revenue of 12.47B, resulting in a net margin of 31.5%.


Frequently Asked Questions


AGX and KO have a correlation of -0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AGX has higher volatility (18.53%) compared to KO (6.70%). In terms of maximum drawdown, AGX dropped -94.37% vs KO's -68.23%.

AGX currently has the higher Sharpe Ratio (2.59 vs 1.06), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.

Portfolio Optimizer

Find the right allocation for AGX and KO

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