COKE vs. BX
COKE (Coca-Cola Consolidated, Inc.) and BX (Blackstone Inc.) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while BX operates in Asset Management (Financial Services). Over the past 10 years, COKE returned 31.81%/yr vs 22.59%/yr for BX. At a 0.25 correlation, their price movements are largely independent.
Performance
COKE vs. BX - Performance Comparison
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Returns By Period
In the year-to-date period, COKE achieves a 22.93% return, which is significantly higher than BX's -18.67% return. Over the past 10 years, COKE has outperformed BX with an annualized return of 31.81%, while BX has yielded a comparatively lower 22.59% annualized return.
COKE
- 1D
- 0.85%
- 1M
- 10.35%
- YTD
- 22.93%
- 6M
- 13.67%
- 1Y
- 74.22%
- 3Y*
- 43.83%
- 5Y*
- 35.39%
- 10Y*
- 31.81%
BX
- 1D
- 1.58%
- 1M
- 4.16%
- YTD
- -18.67%
- 6M
- -17.07%
- 1Y
- -6.72%
- 3Y*
- 14.11%
- 5Y*
- 8.83%
- 10Y*
- 22.59%
COKE vs. BX - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 22.93% | 22.63% | 38.75% | 82.92% | -17.09% | 133.24% | -5.87% | 60.74% | -17.10% | 20.94% |
BX Blackstone Inc. | -18.67% | -7.84% | 35.07% | 82.75% | -40.01% | 107.11% | 19.78% | 96.33% | 0.10% | 27.34% |
Correlation
The correlation between COKE and BX is -0.02, 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 | -0.02 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.14 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jun 22, 2007 | 0.25 |
The correlation between COKE and BX shifts across timeframes, from -0.02 (1 year) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
COKE:
$12.52B
BX:
$96.22B
COKE:
$7.14
BX:
$3.90
COKE:
26.33
BX:
31.45
COKE:
0.54
BX:
11.56
COKE:
2.03
BX:
6.41
COKE:
$7.49B
BX:
$14.99B
COKE:
$2.95B
BX:
$13.12B
COKE:
$1.10B
BX:
$7.37B
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Return for Risk
COKE vs. BX — Risk / Return Rank
COKE
BX
COKE vs. BX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and Blackstone Inc. (BX). 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.
| COKE | BX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.36 | ||
| Sortino ratioReturn per unit of downside risk | +2.60 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 0.98 | +0.38 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | -0.22 | +3.18 |
| Martin ratioReturn relative to average drawdown | 8.68 | -0.40 | +9.08 |
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Drawdowns
COKE vs. BX - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum BX drawdown of -88.09%. Use the drawdown chart below to compare losses from any high point for COKE and BX.
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Drawdown Indicators
| COKE | BX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -88.09% | +33.77% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -44.76% | +20.20% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -46.50% | +19.12% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -49.29% | +13.77% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | -49.29% | -2.42% |
Current DrawdownCurrent decline from peak | -13.27% | -35.07% | +21.80% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -26.39% | +7.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 24.20% | -15.84% |
Volatility
COKE vs. BX - Volatility Comparison
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.16%, while Blackstone Inc. (BX) has a volatility of 12.67%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than BX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COKE | BX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.16% | 12.67% | -2.51% |
Volatility (6M)Calculated over the trailing 6-month period | 29.90% | 28.51% | +1.39% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.84% | 34.98% | -0.14% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.53% | 39.41% | -1.88% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.18% | 35.79% | +1.39% |
Dividends
COKE vs. BX - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.53%, less than BX's 4.05% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BX Blackstone Inc. | 4.05% | 3.04% | 2.00% | 2.54% | 6.66% | 2.76% | 2.95% | 3.43% | 8.12% | 7.25% | 6.14% | 11.76% |
COKE Coca-Cola Consolidated, Inc. | 0.53% | 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. BX - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and Blackstone 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. BX - 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%.
BX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a gross profit of 4.04B and revenue of 4.10B. Therefore, the gross margin over that period was 98.5%.
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%.
BX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported an operating income of 1.59B and revenue of 4.10B, resulting in an operating margin of 38.8%.
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%.
BX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Blackstone Inc. reported a net income of 649.73M and revenue of 4.10B, resulting in a net margin of 15.8%.
Frequently Asked Questions
COKE and BX have a correlation of -0.02, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
BX has higher volatility (12.67%) compared to COKE (10.16%). In terms of maximum drawdown, COKE dropped -54.32% vs BX's -88.09%.
COKE currently has the higher Sharpe Ratio (2.09 vs -0.28), 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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