BRY vs. KO

Last updated Jun 4, 2026

BRY (Berry Corporation) and KO (The Coca-Cola Company) are both stocks. BRY operates in Oil & Gas E&P (Energy), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). At a 0.09 correlation, their price movements are largely independent.

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.

Returns By Period

BRY

• 1D: —
• 1M: —
• YTD: —
• 6M: —
• 1Y: —
• 3Y*: —
• 5Y*: —
• 10Y*: —

KO

• 1D: 0.45%
• 1M: 0.73%
• YTD: 13.43%
• 6M: 11.99%
• 1Y: 13.89%
• 3Y*: 12.09%
• 5Y*: 10.20%
• 10Y*: 9.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

BRY vs. KO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018
BRY Berry Corporation	0.00%	-17.92%	-34.12%	-0.36%	9.71%	135.52%	-59.55%	13.17%	-35.25%
KO The Coca-Cola Company	13.43%	15.60%	8.88%	-4.43%	10.61%	11.37%	2.47%	20.60%	6.67%

Correlation

The correlation between BRY and KO is -0.06, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	-0.06
Correlation (3Y) Calculated over the trailing 3-year period	-0.02
Correlation (5Y) Calculated over the trailing 5-year period	0.05
Correlation (All Time) Calculated using the full available price history since Jul 19, 2018	0.09

The correlation between BRY and KO shifts across timeframes, from -0.06 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap BRY : $252.98M KO : $339.77B
EPS BRY : -$1.17 KO : $3.18
PS Ratio BRY : 0.37 KO : 6.89
PB Ratio BRY : 0.40 KO : 10.10
Total Revenue (TTM) BRY : $680.16M KO : $49.28B
Gross Profit (TTM) BRY : $211.07M KO : $30.43B
EBITDA (TTM) BRY : $91.56M KO : $18.35B

Return for Risk

BRY vs. KO — Risk / Return Rank

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

KO

KO Risk / Return Rank: 66
KO Sharpe Ratio Rank: 68
KO Sortino Ratio Rank: 63
KO Omega Ratio Rank: 58
KO Calmar Ratio Rank: 71
KO Martin Ratio Rank: 68

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.

BRY vs. KO - Risk-Adjusted Trends 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.

Risk / return metrics aren't available yet — we need at least 12 months of trading data to calculate them.

Sharpe Ratios by Period

	BRY	KO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	—	0.88	—
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	—	0.64	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	—	0.50	—
Sharpe Ratio (All Time) Calculated using the full available price history	—	0.53	—

Drawdowns

Drawdown Indicators

	BRY	KO	Difference
Max Drawdown Largest peak-to-trough decline	—	-68.23%	—
Max Drawdown (1Y) Largest decline over 1 year	—	-7.89%	—
Max Drawdown (3Y) Largest decline over 3 years	—	-16.26%	—
Max Drawdown (5Y) Largest decline over 5 years	—	-17.27%	—
Max Drawdown (10Y) Largest decline over 10 years	—	-36.99%	—
Current Drawdown Current decline from peak	—	-3.86%	—
Average Drawdown Average peak-to-trough decline	—	-16.09%	—
Ulcer Index Depth and duration of drawdowns from previous peaks	—	4.00%	—

Volatility

Volatility by Period

	BRY	KO	Difference
Volatility (1M) Calculated over the trailing 1-month period	—	4.16%	—
Volatility (6M) Calculated over the trailing 6-month period	—	11.79%	—
Volatility (1Y) Calculated over the trailing 1-year period	—	15.86%	—
Volatility (5Y) Calculated over the trailing 5-year period, annualized	—	16.00%	—
Volatility (10Y) Calculated over the trailing 10-year period, annualized	—	18.16%	—

Dividends

BRY vs. KO - Dividend Comparison

BRY's dividend yield for the trailing twelve months is around 1.84%, less than KO's 2.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
BRY Berry Corporation	1.84%	3.68%	18.16%	13.80%	16.75%	2.38%	3.26%	5.09%	2.40%	0.00%	0.00%	0.00%
KO The Coca-Cola Company	2.62%	2.92%	3.12%	3.12%	2.77%	2.84%	2.99%	2.89%	3.29%	3.23%	3.38%	3.07%

Financials

BRY vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between Berry Corporation and The Coca-Cola Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

BRY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Berry Corporation reported a gross profit of 36.92M and revenue of 155.81M. Therefore, the gross margin over that period was 23.7%.

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%.

BRY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Berry Corporation reported an operating income of -2.31M and revenue of 155.81M, resulting in an operating margin of -1.5%.

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%.

BRY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Berry Corporation reported a net income of -26.02M and revenue of 155.81M, resulting in a net margin of -16.7%.

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

Can I hold both BRY and KO in my portfolio?

BRY and KO have a correlation of -0.06, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.