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

Performance

COF vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Capital One Financial Corporation (COF) 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, COF achieves a -15.86% return, which is significantly lower than KO's 19.80% return. Over the past 10 years, COF has outperformed KO with an annualized return of 14.38%, while KO has yielded a comparatively lower 9.61% annualized return.


COF

1D
-0.84%
1M
7.64%
YTD
-15.86%
6M
-17.02%
1Y
-2.73%
3Y*
24.74%
5Y*
7.47%
10Y*
14.38%

KO

1D
0.02%
1M
5.28%
YTD
19.80%
6M
19.38%
1Y
20.85%
3Y*
14.45%
5Y*
12.11%
10Y*
9.61%
*Multi-year figures are annualized to reflect compound growth (CAGR)

COF vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
COF
Capital One Financial Corporation
-15.86%37.65%38.24%44.32%-34.59%49.32%-2.66%38.62%-22.77%16.30%
KO
The Coca-Cola Company
19.80%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%

Correlation

The correlation between COF and KO is -0.16, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


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

-0.16

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

-0.01

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

0.12

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

0.19

Correlation (All Time)
Calculated using the full available price history since Nov 16, 1994

0.24

The correlation between COF and KO shifts across timeframes, from -0.16 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

COF:

$126.10B

KO:

$356.55B

EPS

COF:

$5.10

KO:

$3.18

PE Ratio

COF:

39.63

KO:

26.02

PS Ratio

COF:

1.70

KO:

7.23

PB Ratio

COF:

1.12

KO:

10.60

Total Revenue (TTM)

COF:

$75.16B

KO:

$49.28B

Gross Profit (TTM)

COF:

$36.31B

KO:

$30.43B

EBITDA (TTM)

COF:

$7.70B

KO:

$18.35B

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Return for Risk

COF vs. KO — Risk / Return Rank

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

COF
COF Risk / Return Rank: 3838
Overall Rank
COF Sharpe Ratio Rank: 4040
Sharpe Ratio Rank
COF Sortino Ratio Rank: 3535
Sortino Ratio Rank
COF Omega Ratio Rank: 3535
Omega Ratio Rank
COF Calmar Ratio Rank: 4141
Calmar Ratio Rank
COF Martin Ratio Rank: 4141
Martin Ratio Rank

KO
KO Risk / Return Rank: 7878
Overall Rank
KO Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
KO Sortino Ratio Rank: 7878
Sortino Ratio Rank
KO Omega Ratio Rank: 7272
Omega Ratio Rank
KO Calmar Ratio Rank: 8383
Calmar Ratio Rank
KO Martin Ratio Rank: 7979
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.

COF vs. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Capital One Financial Corporation (COF) 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.

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.


COFKODifference
Sharpe ratioReturn per unit of total volatility

-1.33

Sortino ratioReturn per unit of downside risk

-1.91

Omega ratioGain probability vs. loss probability

1.01

1.22

-0.21

Calmar ratioReturn relative to maximum drawdown

-0.09

2.66

-2.75

Martin ratioReturn relative to average drawdown

-0.16

5.27

-5.44

COF vs. KO - Sharpe Ratio Comparison

The current COF Sharpe Ratio is -0.09, which is lower than the KO Sharpe Ratio of 1.24. The chart below compares the historical Sharpe Ratios of COF 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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Drawdowns

COF vs. KO - Drawdown Comparison

The maximum COF drawdown since its inception was -90.17%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for COF and KO.


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Drawdown Indicators


COFKODifference

Max Drawdown

Largest peak-to-trough decline

-90.17%

-68.23%

-21.94%

Max Drawdown (1Y)

Largest decline over 1 year

-31.47%

-7.87%

-23.60%

Max Drawdown (3Y)

Largest decline over 3 years

-31.47%

-16.26%

-15.21%

Max Drawdown (5Y)

Largest decline over 5 years

-50.38%

-17.27%

-33.11%

Max Drawdown (10Y)

Largest decline over 10 years

-60.25%

-36.99%

-23.26%

Current Drawdown

Current decline from peak

-20.94%

-0.49%

-20.45%

Average Drawdown

Average peak-to-trough decline

-21.49%

-16.08%

-5.41%

Ulcer Index

Depth and duration of drawdowns from previous peaks

16.56%

3.96%

+12.60%

Volatility

COF vs. KO - Volatility Comparison

Capital One Financial Corporation (COF) has a higher volatility of 9.79% compared to The Coca-Cola Company (KO) at 7.01%. This indicates that COF'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.


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Volatility by Period


COFKODifference

Volatility (1M)

Calculated over the trailing 1-month period

9.79%

7.01%

+2.78%

Volatility (6M)

Calculated over the trailing 6-month period

25.70%

12.98%

+12.72%

Volatility (1Y)

Calculated over the trailing 1-year period

31.40%

16.87%

+14.53%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

35.36%

16.21%

+19.15%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

37.15%

18.24%

+18.91%

Dividends

COF vs. KO - Dividend Comparison

COF's dividend yield for the trailing twelve months is around 1.48%, less than KO's 2.52% yield.


PositionTTM20252024202320222021202020192018201720162015
COF
Capital One Financial Corporation
1.48%1.07%1.35%1.83%2.58%1.79%1.01%1.55%2.12%1.61%1.83%2.08%
KO
The Coca-Cola Company
2.52%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

Financials

COF vs. KO - Financials Comparison

This section allows you to compare key financial metrics between Capital One Financial 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


8.00B10.00B12.00B14.00B16.00B18.00B20.00BJulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
19.32B
12.47B
(COF) Total Revenue
(KO) Total Revenue
Values in USD except per share items

COF vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between Capital One Financial Corporation 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

0.0%20.0%40.0%60.0%80.0%100.0%JulyOctober2022AprilJulyOctober2023AprilJulyOctober2024AprilJulyOctober2025AprilJulyOctober2026April
57.8%
63.0%
Portfolio components
COF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported a gross profit of 11.16B and revenue of 19.32B. Therefore, the gross margin over that period was 57.8%.

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%.

COF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported an operating income of 2.70B and revenue of 19.32B, resulting in an operating margin of 14.0%.

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%.

COF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Capital One Financial Corporation reported a net income of 2.17B and revenue of 19.32B, resulting in a net margin of 11.3%.

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


COF and KO have a correlation of -0.16, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COF has higher volatility (9.79%) compared to KO (7.01%). In terms of maximum drawdown, COF dropped -90.17% vs KO's -68.23%.

KO currently has the higher Sharpe Ratio (1.24 vs -0.09), 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

Find the right allocation for COF and KO

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