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

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.

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Returns By Period

In the year-to-date period, BCE achieves a 2.37% return, which is significantly lower than KO's 10.64% return. Over the past 10 years, BCE has underperformed KO with an annualized return of -0.69%, while KO has yielded a comparatively higher 8.76% annualized return.


BCE

1D
-1.75%
1M
-0.08%
YTD
2.37%
6M
6.43%
1Y
15.62%
3Y*
-12.88%
5Y*
-7.74%
10Y*
-0.69%

KO

1D
-2.46%
1M
-2.12%
YTD
10.64%
6M
9.79%
1Y
10.76%
3Y*
11.41%
5Y*
9.65%
10Y*
8.76%
*Multi-year figures are annualized to reflect compound growth (CAGR)

BCE vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
BCE
BCE Inc.
2.37%10.25%-35.53%-4.16%-10.62%28.62%-1.95%23.38%-13.02%16.52%
KO
The Coca-Cola Company
10.64%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%

Correlation

The correlation between BCE and KO is 0.22, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.22

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

0.30

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

0.38

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

0.38

Correlation (All Time)
Calculated using the full available price history since Nov 16, 1982

0.23

The correlation between BCE and KO shifts across timeframes, from 0.22 (1 year) to 0.38 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

BCE:

$22.45B

KO:

$331.40B

EPS

BCE:

$6.75

KO:

$3.18

PE Ratio

BCE:

3.57

KO:

24.19

PEG Ratio

BCE:

0.00

KO:

2.92

PS Ratio

BCE:

0.91

KO:

6.72

PB Ratio

BCE:

1.11

KO:

9.85

Total Revenue (TTM)

BCE:

$24.70B

KO:

$49.28B

Gross Profit (TTM)

BCE:

$8.56B

KO:

$30.43B

EBITDA (TTM)

BCE:

$15.98B

KO:

$18.35B

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Return for Risk

BCE vs. KO — Risk / Return Rank

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

BCE
BCE Risk / Return Rank: 6464
Overall Rank
BCE Sharpe Ratio Rank: 6868
Sharpe Ratio Rank
BCE Sortino Ratio Rank: 6262
Sortino Ratio Rank
BCE Omega Ratio Rank: 5858
Omega Ratio Rank
BCE Calmar Ratio Rank: 6666
Calmar Ratio Rank
BCE Martin Ratio Rank: 6464
Martin Ratio Rank

KO
KO Risk / Return Rank: 6262
Overall Rank
KO Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
KO Sortino Ratio Rank: 5858
Sortino Ratio Rank
KO Omega Ratio Rank: 5454
Omega Ratio Rank
KO Calmar Ratio Rank: 6868
Calmar Ratio Rank
KO Martin Ratio Rank: 6565
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.

BCE vs. KO - Risk-Adjusted Trends 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.


BCEKODifference
Sharpe ratioReturn per unit of total volatility

+0.18

Sortino ratioReturn per unit of downside risk

+0.17

Omega ratioGain probability vs. loss probability

1.15

1.12

+0.03

Calmar ratioReturn relative to maximum drawdown

1.28

1.37

-0.09

Martin ratioReturn relative to average drawdown

2.62

2.68

-0.06

BCE vs. KO - Sharpe Ratio Comparison

The current BCE Sharpe Ratio is 0.85, which is comparable to the KO Sharpe Ratio of 0.67. The chart below compares the historical Sharpe Ratios of BCE 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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Sharpe Ratios by Period


BCEKODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

0.67

+0.18

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

-0.41

0.60

-1.02

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

-0.04

0.48

-0.52

Sharpe Ratio (All Time)

Calculated using the full available price history

0.49

0.53

-0.04

Drawdowns

BCE vs. KO - Drawdown Comparison

The maximum BCE drawdown since its inception was -60.67%, 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.


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Drawdown Indicators


BCEKODifference

Max Drawdown

Largest peak-to-trough decline

-60.67%

-68.23%

+7.56%

Max Drawdown (1Y)

Largest decline over 1 year

-12.27%

-7.89%

-4.38%

Max Drawdown (3Y)

Largest decline over 3 years

-46.88%

-16.26%

-30.62%

Max Drawdown (5Y)

Largest decline over 5 years

-55.42%

-17.27%

-38.15%

Max Drawdown (10Y)

Largest decline over 10 years

-55.42%

-36.99%

-18.43%

Current Drawdown

Current decline from peak

-45.76%

-6.23%

-39.53%

Average Drawdown

Average peak-to-trough decline

-12.82%

-16.09%

+3.27%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.98%

4.02%

+1.96%

Volatility

BCE vs. KO - Volatility Comparison

BCE Inc. (BCE) and The Coca-Cola Company (KO) have volatilities of 4.80% and 4.85%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


BCEKODifference

Volatility (1M)

Calculated over the trailing 1-month period

4.80%

4.85%

-0.05%

Volatility (6M)

Calculated over the trailing 6-month period

12.73%

11.92%

+0.81%

Volatility (1Y)

Calculated over the trailing 1-year period

18.41%

16.01%

+2.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

18.94%

16.04%

+2.90%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

19.20%

18.17%

+1.03%

Dividends

BCE vs. KO - Dividend Comparison

BCE's dividend yield for the trailing twelve months is around 5.25%, more than KO's 2.68% yield.


PositionTTM20252024202320222021202020192018201720162015
BCE
BCE Inc.
5.25%6.98%12.47%7.29%6.39%5.37%5.82%5.16%5.84%4.63%5.15%6.00%
KO
The Coca-Cola Company
2.68%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

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


4.00B6.00B8.00B10.00B12.00B20222023202420252026
6.18B
12.47B
(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

-20.0%0.0%20.0%40.0%60.0%80.0%20222023202420252026
30.0%
63.0%
Portfolio components
BCE - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a gross profit of 1.86B and revenue of 6.18B. Therefore, the gross margin over that period was 30.0%.

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%.

BCE - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported an operating income of 1.28B and revenue of 6.18B, resulting in an operating margin of 20.7%.

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%.

BCE - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BCE Inc. reported a net income of 654.69M and revenue of 6.18B, resulting in a net margin of 10.6%.

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


BCE and KO have a correlation of 0.22, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KO has higher volatility (4.85%) compared to BCE (4.80%). In terms of maximum drawdown, BCE dropped -60.67% vs KO's -68.23%.

BCE currently has the higher Sharpe Ratio (0.85 vs 0.67), 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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