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

Correlation

The correlation between BRY and KO is 0.12, 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.


-0.50.00.51.00.1

Performance

BRY vs. KO - Performance Comparison

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

-50.00%0.00%50.00%100.00%JulyAugustSeptemberOctoberNovemberDecember
-53.85%
69.75%
BRY
KO

Key characteristics

Sharpe Ratio

BRY:

-1.02

KO:

0.93

Sortino Ratio

BRY:

-1.38

KO:

1.40

Omega Ratio

BRY:

0.83

KO:

1.17

Calmar Ratio

BRY:

-0.60

KO:

0.80

Martin Ratio

BRY:

-1.45

KO:

2.33

Ulcer Index

BRY:

26.77%

KO:

5.10%

Daily Std Dev

BRY:

38.03%

KO:

12.77%

Max Drawdown

BRY:

-88.53%

KO:

-68.21%

Current Drawdown

BRY:

-65.41%

KO:

-13.09%

Fundamentals

Market Cap

BRY:

$319.30M

KO:

$273.11B

EPS

BRY:

$1.08

KO:

$2.41

PE Ratio

BRY:

3.84

KO:

26.31

Total Revenue (TTM)

BRY:

$926.73M

KO:

$46.37B

Gross Profit (TTM)

BRY:

$401.83M

KO:

$28.02B

EBITDA (TTM)

BRY:

$305.97M

KO:

$15.46B

Returns By Period

In the year-to-date period, BRY achieves a -39.54% return, which is significantly lower than KO's 9.38% return.


BRY

YTD

-39.54%

1M

-9.55%

6M

-33.83%

1Y

-39.54%

5Y*

-8.53%

10Y*

N/A

KO

YTD

9.38%

1M

0.05%

6M

1.09%

1Y

11.16%

5Y*

5.86%

10Y*

7.20%

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Risk-Adjusted Performance

BRY vs. KO - Risk-Adjusted Performance Comparison

This table presents a comparison of risk-adjusted performance metrics for Berry Corporation (BRY) 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.


Sharpe ratio
The chart of Sharpe ratio for BRY, currently valued at -1.02, compared to the broader market-4.00-2.000.002.00-1.020.93
The chart of Sortino ratio for BRY, currently valued at -1.38, compared to the broader market-4.00-2.000.002.004.00-1.381.40
The chart of Omega ratio for BRY, currently valued at 0.83, compared to the broader market0.501.001.502.000.831.17
The chart of Calmar ratio for BRY, currently valued at -0.60, compared to the broader market0.002.004.006.00-0.600.80
The chart of Martin ratio for BRY, currently valued at -1.45, compared to the broader market-5.000.005.0010.0015.0020.0025.00-1.452.33
BRY
KO

The current BRY Sharpe Ratio is -1.02, which is lower than the KO Sharpe Ratio of 0.93. The chart below compares the historical Sharpe Ratios of BRY 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-1.000.001.002.003.00JulyAugustSeptemberOctoberNovemberDecember
-1.02
0.93
BRY
KO

Dividends

BRY vs. KO - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 19.79%, more than KO's 3.10% yield.


TTM20232022202120202019201820172016201520142013
BRY
Berry Corporation
19.79%13.80%16.75%2.38%3.26%5.09%2.40%0.00%0.00%0.00%0.00%0.00%
KO
The Coca-Cola Company
3.10%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%2.89%2.71%

Drawdowns

BRY vs. KO - Drawdown Comparison

The maximum BRY drawdown since its inception was -88.53%, which is greater than KO's maximum drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for BRY and KO. For additional features, visit the drawdowns tool.


-70.00%-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-65.41%
-13.09%
BRY
KO

Volatility

BRY vs. KO - Volatility Comparison

Berry Corporation (BRY) has a higher volatility of 14.54% compared to The Coca-Cola Company (KO) at 4.33%. This indicates that BRY'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.


5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
14.54%
4.33%
BRY
KO

Financials

BRY vs. KO - Financials Comparison

This section allows you to compare key financial metrics between Berry Corporation 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


Values in USD except per share items
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Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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