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 | -21.22% | 13.00% |
| 1Y Return | -20.85% | 18.30% |
| 3Y Return (Ann) | -11.27% | 7.88% |
| 5Y Return (Ann) | -3.50% | 7.59% |
| 10Y Return (Ann) | 1.28% | 7.79% |
| Sharpe Ratio | -1.03 | 1.45 |
| Sortino Ratio | -1.30 | 2.11 |
| Omega Ratio | 0.82 | 1.26 |
| Calmar Ratio | -0.46 | 1.67 |
| Martin Ratio | -1.41 | 7.35 |
| Ulcer Index | 13.65% | 2.39% |
| Daily Std Dev | 18.45% | 12.15% |
| Max Drawdown | -60.66% | -40.60% |
| Current Drawdown | -41.28% | -10.21% |
Fundamentals
| BCE | KO | |
|---|---|---|
| Market Cap | $29.33B | $280.48B |
| EPS | $1.40 | $2.42 |
| PE Ratio | 20.80 | 26.91 |
| PEG Ratio | 5.09 | 2.74 |
| Total Revenue (TTM) | $18.49B | $46.37B |
| Gross Profit (TTM) | $4.98B | $28.02B |
| EBITDA (TTM) | $7.83B | $11.65B |
Correlation
The correlation between BCE and KO is 0.30, 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 -21.22% return, which is significantly lower than KO's 13.00% return. Over the past 10 years, BCE has underperformed KO with an annualized return of 1.28%, while KO has yielded a comparatively higher 7.79% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
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 9.96%, more than KO's 2.94% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BCE BCE Inc. | 9.96% | 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 | 2.94% | 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%, which is greater than KO's maximum drawdown of -40.60%. 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 10.19% compared to The Coca-Cola Company (KO) at 4.09%. 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.
Financials
BCE vs. KO - Financials Comparison
This section allows you to compare key financial metrics between BCE 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.
Total Revenue: Total amount of money received from sales and other business activities