COKE vs. AAPL
COKE (Coca-Cola Consolidated, Inc.) and AAPL (Apple Inc) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while AAPL operates in Consumer Electronics (Technology). Over the past 10 years, COKE returned 31.36%/yr vs 30.12%/yr for AAPL. At a 0.16 correlation, their price movements are largely independent.
Performance
COKE vs. AAPL - Performance Comparison
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Returns By Period
In the year-to-date period, COKE achieves a 16.03% return, which is significantly higher than AAPL's 14.34% return. Both investments have delivered pretty close results over the past 10 years, with COKE having a 31.36% annualized return and AAPL not far behind at 30.12%.
COKE
- 1D
- 1.34%
- 1M
- -15.46%
- YTD
- 16.03%
- 6M
- 8.20%
- 1Y
- 60.28%
- 3Y*
- 38.41%
- 5Y*
- 34.02%
- 10Y*
- 31.36%
AAPL
- 1D
- -1.57%
- 1M
- 12.18%
- YTD
- 14.34%
- 6M
- 9.39%
- 1Y
- 53.24%
- 3Y*
- 20.25%
- 5Y*
- 20.38%
- 10Y*
- 30.12%
COKE vs. AAPL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 16.03% | 22.63% | 38.75% | 82.92% | -17.09% | 133.24% | -5.87% | 60.74% | -17.10% | 20.94% |
AAPL Apple Inc | 14.34% | 9.05% | 30.71% | 49.01% | -26.40% | 34.65% | 82.31% | 88.96% | -5.39% | 48.46% |
Correlation
The correlation between COKE and AAPL is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.16 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.24 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.23 |
Correlation (All Time) Calculated using the full available price history since Mar 27, 1990 | 0.16 |
Fundamentals
COKE:
$11.81B
AAPL:
$4.58T
COKE:
$7.14
AAPL:
$8.24
COKE:
24.85
AAPL:
37.67
COKE:
0.51
AAPL:
4.96
COKE:
1.92
AAPL:
10.23
COKE:
$7.49B
AAPL:
$451.44B
COKE:
$2.95B
AAPL:
$216.07B
COKE:
$1.10B
AAPL:
$153.63B
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Return for Risk
COKE vs. AAPL — Risk / Return Rank
COKE
AAPL
COKE vs. AAPL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and Apple Inc (AAPL). 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.
| COKE | AAPL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.63 | ||
| Sortino ratioReturn per unit of downside risk | -1.22 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.43 | -0.11 |
| Calmar ratioReturn relative to maximum drawdown | 2.47 | 3.88 | -1.41 |
| Martin ratioReturn relative to average drawdown | 7.61 | 9.76 | -2.15 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| COKE | AAPL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.77 | 2.40 | -0.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.91 | 0.75 | +0.17 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.85 | 1.05 | -0.20 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.44 | +0.01 |
Drawdowns
COKE vs. AAPL - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum AAPL drawdown of -81.80%. Use the drawdown chart below to compare losses from any high point for COKE and AAPL.
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Drawdown Indicators
| COKE | AAPL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -81.80% | +27.48% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -13.80% | -10.76% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -33.36% | +5.98% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -33.36% | -2.16% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | -38.52% | -13.19% |
Current DrawdownCurrent decline from peak | -18.14% | -1.57% | -16.57% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -29.61% | +10.73% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 7.96% | 5.47% | +2.49% |
Volatility
COKE vs. AAPL - Volatility Comparison
Coca-Cola Consolidated, Inc. (COKE) has a higher volatility of 19.09% compared to Apple Inc (AAPL) at 5.46%. This indicates that COKE's price experiences larger fluctuations and is considered to be riskier than AAPL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COKE | AAPL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 19.09% | 5.46% | +13.63% |
Volatility (6M)Calculated over the trailing 6-month period | 28.77% | 15.91% | +12.86% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.20% | 22.32% | +11.88% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.41% | 27.46% | +9.95% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.11% | 28.89% | +8.22% |
Dividends
COKE vs. AAPL - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.56%, more than AAPL's 0.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL Apple Inc | 0.34% | 0.38% | 0.40% | 0.49% | 0.70% | 0.49% | 0.61% | 1.04% | 1.79% | 1.45% | 1.93% | 1.93% |
COKE Coca-Cola Consolidated, Inc. | 0.56% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
Financials
COKE vs. AAPL - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and Apple Inc. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.
Total Revenue: Total amount of money received from sales and other business activities
COKE vs. AAPL - Profitability Comparison
COKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a gross profit of 727.08M and revenue of 1.85B. Therefore, the gross margin over that period was 39.4%.
AAPL - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a gross profit of 54.78B and revenue of 111.18B. Therefore, the gross margin over that period was 49.3%.
COKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported an operating income of 237.52M and revenue of 1.85B, resulting in an operating margin of 12.9%.
AAPL - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported an operating income of 35.89B and revenue of 111.18B, resulting in an operating margin of 32.3%.
COKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a net income of 111.56M and revenue of 1.85B, resulting in a net margin of 6.0%.
AAPL - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Apple Inc reported a net income of 29.58B and revenue of 111.18B, resulting in a net margin of 26.6%.
Frequently Asked Questions
COKE and AAPL have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
COKE has higher volatility (19.09%) compared to AAPL (5.46%). In terms of maximum drawdown, COKE dropped -54.32% vs AAPL's -81.80%.
AAPL currently has the higher Sharpe Ratio (2.40 vs 1.77), 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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