BCE vs. KO
Compare and contrast key facts about BCE Inc. (BCE) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: BCE or KO.
Key characteristics
| BCE | KO | |
|---|---|---|
| YTD Return | -16.45% | -0.69% |
| 1Y Return | -27.67% | -5.59% |
| 3Y Return (Ann) | -5.85% | 5.82% |
| 5Y Return (Ann) | -0.92% | 7.42% |
| 10Y Return (Ann) | 2.25% | 6.97% |
| Sharpe Ratio | -1.61 | -0.39 |
| Daily Std Dev | 16.90% | 12.89% |
| Max Drawdown | -60.66% | -68.23% |
| Current Drawdown | -37.73% | -6.83% |
Fundamentals
| BCE | KO | |
|---|---|---|
| Market Cap | $31.00B | $263.76B |
| EPS | $1.68 | $2.47 |
| PE Ratio | 20.23 | 24.77 |
| PEG Ratio | 1.90 | 3.08 |
| Revenue (TTM) | $24.67B | $45.75B |
| Gross Profit (TTM) | $10.47B | $25.00B |
| EBITDA (TTM) | $8.70B | $14.44B |
Correlation
The correlation between BCE and KO is 0.23, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
BCE vs. KO - Performance Comparison
In the year-to-date period, BCE achieves a -16.45% return, which is significantly lower than KO's -0.69% return. Over the past 10 years, BCE has underperformed KO with an annualized return of 2.25%, while KO has yielded a comparatively higher 6.97% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
BCE vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for BCE Inc. (BCE) 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.
Dividends
BCE vs. KO - Dividend Comparison
BCE's dividend yield for the trailing twelve months is around 8.96%, more than KO's 3.21% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCE BCE Inc. | 8.96% | 7.30% | 6.37% | 5.32% | 5.78% | 5.15% | 5.81% | 4.63% | 4.81% | 5.18% | 4.83% | 5.20% |
KO The Coca-Cola Company | 3.21% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
BCE vs. KO - Drawdown Comparison
The maximum BCE drawdown since its inception was -60.66%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for BCE and KO. For additional features, visit the drawdowns tool.
Volatility
BCE vs. KO - Volatility Comparison
BCE Inc. (BCE) has a higher volatility of 4.52% compared to The Coca-Cola Company (KO) at 2.99%. This indicates that BCE'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.