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BCE vs. KO
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Correlation

The correlation between BCE and KO is 0.41, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.


Performance

BCE vs. KO - Performance Comparison

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

4,000.00%6,000.00%8,000.00%10,000.00%12,000.00%14,000.00%December2025FebruaryMarchAprilMay
4,829.05%
14,191.16%
BCE
KO

Key characteristics

Sharpe Ratio

BCE:

-1.13

KO:

1.01

Sortino Ratio

BCE:

-1.47

KO:

1.57

Omega Ratio

BCE:

0.80

KO:

1.20

Calmar Ratio

BCE:

-0.48

KO:

1.13

Martin Ratio

BCE:

-1.21

KO:

2.50

Ulcer Index

BCE:

22.21%

KO:

7.02%

Daily Std Dev

BCE:

23.87%

KO:

16.61%

Max Drawdown

BCE:

-60.67%

KO:

-68.22%

Current Drawdown

BCE:

-52.51%

KO:

-3.69%

Fundamentals

Market Cap

BCE:

$19.72B

KO:

$308.40B

EPS

BCE:

$0.13

KO:

$2.49

PE Ratio

BCE:

164.54

KO:

28.78

PEG Ratio

BCE:

0.20

KO:

2.75

PS Ratio

BCE:

0.81

KO:

6.66

PB Ratio

BCE:

2.01

KO:

12.53

Total Revenue (TTM)

BCE:

$18.40B

KO:

$46.89B

Gross Profit (TTM)

BCE:

$10.26B

KO:

$28.64B

EBITDA (TTM)

BCE:

$5.61B

KO:

$16.01B

Returns By Period

In the year-to-date period, BCE achieves a -1.28% return, which is significantly lower than KO's 15.15% return. Over the past 10 years, BCE has underperformed KO with an annualized return of -0.92%, while KO has yielded a comparatively higher 9.11% annualized return.


BCE

YTD

-1.28%

1M

6.52%

6M

-16.14%

1Y

-26.93%

5Y*

-5.13%

10Y*

-0.92%

KO

YTD

15.15%

1M

4.02%

6M

13.48%

1Y

16.62%

5Y*

12.51%

10Y*

9.11%

*Annualized

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Risk-Adjusted Performance

BCE vs. KO — Risk-Adjusted Performance Rank

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

BCE
The Risk-Adjusted Performance Rank of BCE is 1111
Overall Rank
The Sharpe Ratio Rank of BCE is 22
Sharpe Ratio Rank
The Sortino Ratio Rank of BCE is 77
Sortino Ratio Rank
The Omega Ratio Rank of BCE is 77
Omega Ratio Rank
The Calmar Ratio Rank of BCE is 2121
Calmar Ratio Rank
The Martin Ratio Rank of BCE is 1919
Martin Ratio Rank

KO
The Risk-Adjusted Performance Rank of KO is 8080
Overall Rank
The Sharpe Ratio Rank of KO is 8484
Sharpe Ratio Rank
The Sortino Ratio Rank of KO is 7979
Sortino Ratio Rank
The Omega Ratio Rank of KO is 7676
Omega Ratio Rank
The Calmar Ratio Rank of KO is 8686
Calmar Ratio Rank
The Martin Ratio Rank of KO is 7777
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

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.


The current BCE Sharpe Ratio is -1.13, which is lower than the KO Sharpe Ratio of 1.01. The chart below compares the historical Sharpe Ratios of BCE and KO, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.


Rolling 12-month Sharpe Ratio-2.00-1.000.001.002.00December2025FebruaryMarchAprilMay
-1.13
1.01
BCE
KO

Dividends

BCE vs. KO - Dividend Comparison

BCE's dividend yield for the trailing twelve months is around 12.92%, more than KO's 2.76% yield.


TTM20242023202220212020201920182017201620152014
BCE
BCE Inc.
12.92%12.58%7.28%6.43%5.33%5.76%5.16%5.84%4.63%4.83%5.19%4.84%
KO
The Coca-Cola Company
2.76%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%

Drawdowns

BCE vs. KO - Drawdown Comparison

The maximum BCE drawdown since its inception was -60.67%, smaller than the maximum KO drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for BCE and KO. For additional features, visit the drawdowns tool.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%December2025FebruaryMarchAprilMay
-52.51%
-3.69%
BCE
KO

Volatility

BCE vs. KO - Volatility Comparison

BCE Inc. (BCE) has a higher volatility of 8.00% compared to The Coca-Cola Company (KO) at 5.15%. 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.


4.00%6.00%8.00%10.00%December2025FebruaryMarchAprilMay
8.00%
5.15%
BCE
KO

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.


Quarterly
Annual

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


6.00B8.00B10.00B12.00B14.00B16.00B20212022202320242025
6.42B
11.13B
(BCE) Total Revenue
(KO) Total Revenue
Values in USD except per share items

BCE vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between BCE 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

30.0%40.0%50.0%60.0%70.0%20212022202320242025
64.4%
62.6%
(BCE) Gross Margin
(KO) Gross Margin
BCE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, BCE Inc. reported a gross profit of 4.14B and revenue of 6.42B. Therefore, the gross margin over that period was 64.4%.

KO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.

BCE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, BCE Inc. reported an operating income of 1.36B and revenue of 6.42B, resulting in an operating margin of 21.1%.

KO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.

BCE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, BCE Inc. reported a net income of 504.00M and revenue of 6.42B, resulting in a net margin of 7.9%.

KO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.