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ALKS vs. AKO-A
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

ALKS vs. AKO-A - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Alkermes plc (ALKS) and Embotelladora Andina S.A (AKO-A). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, ALKS achieves a 51.72% return, which is significantly higher than AKO-A's -10.20% return. Over the past 10 years, ALKS has underperformed AKO-A with an annualized return of -0.05%, while AKO-A has yielded a comparatively higher 8.38% annualized return.


ALKS

1D
-0.82%
1M
21.32%
YTD
51.72%
6M
44.34%
1Y
33.87%
3Y*
10.89%
5Y*
11.44%
10Y*
-0.05%

AKO-A

1D
-11.01%
1M
-7.42%
YTD
-10.20%
6M
-8.49%
1Y
4.96%
3Y*
25.94%
5Y*
21.94%
10Y*
8.38%
*Multi-year figures are annualized to reflect compound growth (CAGR)

ALKS vs. AKO-A - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
ALKS
Alkermes plc
51.72%-2.71%3.68%6.16%12.34%16.59%-2.21%-30.87%-46.08%-1.53%
AKO-A
Embotelladora Andina S.A
-10.20%69.94%22.39%32.28%25.25%-15.56%-9.03%-14.12%-25.96%33.08%

Correlation

The correlation between ALKS and AKO-A is 0.01, 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

0.01

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

0.02

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

0.05

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

0.06

Correlation (All Time)
Calculated using the full available price history since Jul 8, 1994

0.08

Fundamentals

Market Cap

ALKS:

$7.06B

AKO-A:

$3.06B

EPS

ALKS:

$0.91

AKO-A:

$1.95K

PE Ratio

ALKS:

46.68

AKO-A:

0.01

PEG Ratio

ALKS:

0.19

AKO-A:

0.00

PS Ratio

ALKS:

4.56

AKO-A:

0.00

PB Ratio

ALKS:

4.03

AKO-A:

0.00

Total Revenue (TTM)

ALKS:

$1.56B

AKO-A:

$3.42T

Gross Profit (TTM)

ALKS:

$1.02B

AKO-A:

$1.34T

EBITDA (TTM)

ALKS:

$249.70M

AKO-A:

$620.88B

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Return for Risk

ALKS vs. AKO-A — Risk / Return Rank

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

ALKS
ALKS Risk / Return Rank: 6868
Overall Rank
ALKS Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
ALKS Sortino Ratio Rank: 6767
Sortino Ratio Rank
ALKS Omega Ratio Rank: 6565
Omega Ratio Rank
ALKS Calmar Ratio Rank: 7171
Calmar Ratio Rank
ALKS Martin Ratio Rank: 7070
Martin Ratio Rank

AKO-A
AKO-A Risk / Return Rank: 4747
Overall Rank
AKO-A Sharpe Ratio Rank: 4646
Sharpe Ratio Rank
AKO-A Sortino Ratio Rank: 4444
Sortino Ratio Rank
AKO-A Omega Ratio Rank: 4646
Omega Ratio Rank
AKO-A Calmar Ratio Rank: 4848
Calmar Ratio Rank
AKO-A Martin Ratio Rank: 4949
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.

ALKS vs. AKO-A - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Alkermes plc (ALKS) and Embotelladora Andina S.A (AKO-A). 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.


ALKSAKO-ADifference
Sharpe ratioReturn per unit of total volatility

+0.74

Sortino ratioReturn per unit of downside risk

+0.96

Omega ratioGain probability vs. loss probability

1.18

1.08

+0.10

Calmar ratioReturn relative to maximum drawdown

1.53

0.22

+1.31

Martin ratioReturn relative to average drawdown

3.35

0.55

+2.81

ALKS vs. AKO-A - Sharpe Ratio Comparison

The current ALKS Sharpe Ratio is 0.84, which is higher than the AKO-A Sharpe Ratio of 0.10. The chart below compares the historical Sharpe Ratios of ALKS and AKO-A, 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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Sharpe Ratios by Period


ALKSAKO-ADifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.84

0.10

+0.74

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.31

0.52

-0.21

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.00

0.20

-0.20

Sharpe Ratio (All Time)

Calculated using the full available price history

0.10

0.20

-0.10

Drawdowns

ALKS vs. AKO-A - Drawdown Comparison

The maximum ALKS drawdown since its inception was -96.14%, which is greater than AKO-A's maximum drawdown of -79.18%. Use the drawdown chart below to compare losses from any high point for ALKS and AKO-A.


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Drawdown Indicators


ALKSAKO-ADifference

Max Drawdown

Largest peak-to-trough decline

-96.14%

-79.18%

-16.96%

Max Drawdown (1Y)

Largest decline over 1 year

-22.20%

-22.40%

+0.20%

Max Drawdown (3Y)

Largest decline over 3 years

-31.58%

-25.41%

-6.17%

Max Drawdown (5Y)

Largest decline over 5 years

-33.18%

-25.41%

-7.77%

Max Drawdown (10Y)

Largest decline over 10 years

-80.58%

-63.51%

-17.07%

Current Drawdown

Current decline from peak

-56.71%

-22.40%

-34.31%

Average Drawdown

Average peak-to-trough decline

-67.24%

-30.92%

-36.32%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.54%

9.07%

+1.47%

Volatility

ALKS vs. AKO-A - Volatility Comparison

The current volatility for Alkermes plc (ALKS) is 12.00%, while Embotelladora Andina S.A (AKO-A) has a volatility of 16.27%. This indicates that ALKS experiences smaller price fluctuations and is considered to be less risky than AKO-A based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


ALKSAKO-ADifference

Volatility (1M)

Calculated over the trailing 1-month period

12.00%

16.27%

-4.27%

Volatility (6M)

Calculated over the trailing 6-month period

30.15%

41.68%

-11.53%

Volatility (1Y)

Calculated over the trailing 1-year period

40.67%

52.00%

-11.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

37.28%

42.35%

-5.07%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.28%

41.97%

-0.69%

Dividends

ALKS vs. AKO-A - Dividend Comparison

ALKS has not paid dividends to shareholders, while AKO-A's dividend yield for the trailing twelve months is around 5.09%.


PositionTTM20252024202320222021202020192018201720162015
AKO-A
Embotelladora Andina S.A
5.09%5.24%6.95%9.27%17.81%8.12%5.74%4.72%4.16%2.63%2.34%2.50%
ALKS
Alkermes plc
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%

Financials

ALKS vs. AKO-A - Financials Comparison

This section allows you to compare key financial metrics between Alkermes plc and Embotelladora Andina S.A. 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


0.00200.00B400.00B600.00B800.00B1.00T20222023202420252026
392.91M
958.49B
(ALKS) Total Revenue
(AKO-A) Total Revenue
Values in USD except per share items

ALKS vs. AKO-A - Profitability Comparison

The chart below illustrates the profitability comparison between Alkermes plc and Embotelladora Andina S.A over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%80.0%202220232024202520260
41.0%
Portfolio components
ALKS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Alkermes plc reported a gross profit of 0.00 and revenue of 392.91M. Therefore, the gross margin over that period was 0.0%.

AKO-A - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a gross profit of 393.07B and revenue of 958.49B. Therefore, the gross margin over that period was 41.0%.

ALKS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Alkermes plc reported an operating income of -48.28M and revenue of 392.91M, resulting in an operating margin of -12.3%.

AKO-A - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported an operating income of 147.46B and revenue of 958.49B, resulting in an operating margin of 15.4%.

ALKS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Alkermes plc reported a net income of -66.48M and revenue of 392.91M, resulting in a net margin of -16.9%.

AKO-A - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a net income of 102.93B and revenue of 958.49B, resulting in a net margin of 10.7%.


Frequently Asked Questions


ALKS and AKO-A have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AKO-A has higher volatility (16.27%) compared to ALKS (12.00%). In terms of maximum drawdown, ALKS dropped -96.14% vs AKO-A's -79.18%.

ALKS currently has the higher Sharpe Ratio (0.84 vs 0.10), 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.

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