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COCO vs. BKV
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

COCO vs. BKV - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Vita Coco Company, Inc. (COCO) and BKV Corp (BKV). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, COCO achieves a 58.50% return, which is significantly higher than BKV's -9.58% return.


COCO

1D
0.45%
1M
10.49%
YTD
58.50%
6M
57.11%
1Y
139.24%
3Y*
42.82%
5Y*
10Y*

BKV

1D
1.74%
1M
-13.22%
YTD
-9.58%
6M
-8.16%
1Y
1.57%
3Y*
5Y*
10Y*
*Multi-year figures are annualized to reflect compound growth (CAGR)

COCO vs. BKV - Yearly Performance Comparison


2026 (YTD)20252024
COCO
The Vita Coco Company, Inc.
58.50%43.62%27.98%
BKV
BKV Corp
-9.58%14.17%28.19%

Correlation

The correlation between COCO and BKV is 0.00, 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

0.00

Correlation (All Time)
Calculated using the full available price history since Sep 26, 2024

0.06

Fundamentals

Market Cap

COCO:

$5.08B

BKV:

$2.51B

EPS

COCO:

$1.38

BKV:

$3.24

PE Ratio

COCO:

60.89

BKV:

7.58

PS Ratio

COCO:

7.67

BKV:

2.07

PB Ratio

COCO:

14.43

BKV:

1.09

Total Revenue (TTM)

COCO:

$658.62M

BKV:

$1.08B

Gross Profit (TTM)

COCO:

$246.32M

BKV:

$693.49M

EBITDA (TTM)

COCO:

$100.45M

BKV:

$544.16M

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Return for Risk

COCO vs. BKV — Risk / Return Rank

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

COCO
COCO Risk / Return Rank: 9393
Overall Rank
COCO Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
COCO Sortino Ratio Rank: 9292
Sortino Ratio Rank
COCO Omega Ratio Rank: 9292
Omega Ratio Rank
COCO Calmar Ratio Rank: 9494
Calmar Ratio Rank
COCO Martin Ratio Rank: 9494
Martin Ratio Rank

BKV
BKV Risk / Return Rank: 4141
Overall Rank
BKV Sharpe Ratio Rank: 4343
Sharpe Ratio Rank
BKV Sortino Ratio Rank: 3939
Sortino Ratio Rank
BKV Omega Ratio Rank: 3939
Omega Ratio Rank
BKV Calmar Ratio Rank: 4343
Calmar Ratio Rank
BKV Martin Ratio Rank: 4343
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.

COCO vs. BKV - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Vita Coco Company, Inc. (COCO) and BKV Corp (BKV). 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.

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


COCOBKVDifference
Sharpe ratioReturn per unit of total volatility

+2.59

Sortino ratioReturn per unit of downside risk

+3.00

Omega ratioGain probability vs. loss probability

1.44

1.04

+0.40

Calmar ratioReturn relative to maximum drawdown

5.86

0.04

+5.82

Martin ratioReturn relative to average drawdown

16.41

0.10

+16.31

COCO vs. BKV - Sharpe Ratio Comparison

The current COCO Sharpe Ratio is 2.61, which is higher than the BKV Sharpe Ratio of 0.02. The chart below compares the historical Sharpe Ratios of COCO and BKV, 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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Drawdowns

COCO vs. BKV - Drawdown Comparison

The maximum COCO drawdown since its inception was -56.97%, which is greater than BKV's maximum drawdown of -39.98%. Use the drawdown chart below to compare losses from any high point for COCO and BKV.


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Drawdown Indicators


COCOBKVDifference

Max Drawdown

Largest peak-to-trough decline

-56.97%

-39.98%

-16.99%

Max Drawdown (1Y)

Largest decline over 1 year

-23.23%

-24.97%

+1.74%

Max Drawdown (3Y)

Largest decline over 3 years

-38.55%

Current Drawdown

Current decline from peak

0.00%

-23.66%

+23.66%

Average Drawdown

Average peak-to-trough decline

-16.76%

-11.63%

-5.13%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.28%

10.50%

-2.22%

Volatility

COCO vs. BKV - Volatility Comparison

The Vita Coco Company, Inc. (COCO) and BKV Corp (BKV) have volatilities of 9.69% and 9.27%, 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


COCOBKVDifference

Volatility (1M)

Calculated over the trailing 1-month period

9.69%

9.27%

+0.42%

Volatility (6M)

Calculated over the trailing 6-month period

41.61%

26.17%

+15.44%

Volatility (1Y)

Calculated over the trailing 1-year period

52.25%

43.42%

+8.83%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

56.71%

43.28%

+13.43%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

56.71%

43.28%

+13.43%

Dividends

COCO vs. BKV - Dividend Comparison

Neither COCO nor BKV has paid dividends to shareholders.


Tickers have no history of dividend payments

Financials

COCO vs. BKV - Financials Comparison

This section allows you to compare key financial metrics between The Vita Coco Company, Inc. and BKV Corp. 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


100.00M200.00M300.00M400.00M500.00M600.00M20222023202420252026
179.77M
432.85M
(COCO) Total Revenue
(BKV) Total Revenue
Values in USD except per share items

COCO vs. BKV - Profitability Comparison

The chart below illustrates the profitability comparison between The Vita Coco Company, Inc. and BKV Corp 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%40.0%60.0%80.0%100.0%20222023202420252026
40.0%
93.7%
Portfolio components
COCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported a gross profit of 71.81M and revenue of 179.77M. Therefore, the gross margin over that period was 40.0%.

BKV - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, BKV Corp reported a gross profit of 405.49M and revenue of 432.85M. Therefore, the gross margin over that period was 93.7%.

COCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported an operating income of 33.58M and revenue of 179.77M, resulting in an operating margin of 18.7%.

BKV - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, BKV Corp reported an operating income of 86.03M and revenue of 432.85M, resulting in an operating margin of 19.9%.

COCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported a net income of 30.47M and revenue of 179.77M, resulting in a net margin of 17.0%.

BKV - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, BKV Corp reported a net income of 44.08M and revenue of 432.85M, resulting in a net margin of 10.2%.


Frequently Asked Questions


COCO and BKV have a correlation of 0.00, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COCO has higher volatility (9.69%) compared to BKV (9.27%). In terms of maximum drawdown, COCO dropped -56.97% vs BKV's -39.98%.

COCO currently has the higher Sharpe Ratio (2.61 vs 0.02), 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.

Portfolio Optimizer

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