COKE vs. FIX
COKE (Coca-Cola Consolidated, Inc.) and FIX (Comfort Systems USA, Inc.) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while FIX operates in Engineering & Construction (Industrials). Over the past 10 years, COKE returned 31.81%/yr vs 51.27%/yr for FIX. At a 0.25 correlation, their price movements are largely independent.
Performance
COKE vs. FIX - Performance Comparison
Loading charts...
Returns By Period
In the year-to-date period, COKE achieves a 22.93% return, which is significantly lower than FIX's 101.37% return. Over the past 10 years, COKE has underperformed FIX with an annualized return of 31.81%, while FIX has yielded a comparatively higher 51.27% annualized return.
COKE
- 1D
- 0.85%
- 1M
- 13.89%
- YTD
- 22.93%
- 6M
- 13.67%
- 1Y
- 72.30%
- 3Y*
- 43.83%
- 5Y*
- 35.39%
- 10Y*
- 31.81%
FIX
- 1D
- 1.85%
- 1M
- -7.68%
- YTD
- 101.37%
- 6M
- 94.15%
- 1Y
- 275.43%
- 3Y*
- 128.82%
- 5Y*
- 86.97%
- 10Y*
- 51.27%
COKE vs. FIX - 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% |
FIX Comfort Systems USA, Inc. | 101.37% | 120.86% | 106.89% | 79.62% | 16.98% | 88.98% | 6.73% | 15.07% | 0.73% | 32.13% |
Correlation
The correlation between COKE and FIX is -0.01, 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 | -0.01 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.26 |
Correlation (All Time) Calculated using the full available price history since Jun 27, 1997 | 0.25 |
The correlation between COKE and FIX shifts across timeframes, from -0.01 (1 year) to 0.26 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
COKE:
$12.52B
FIX:
$66.19B
COKE:
$7.14
FIX:
$34.64
COKE:
26.33
FIX:
54.21
COKE:
0.54
FIX:
0.82
COKE:
2.03
FIX:
6.54
COKE:
$7.49B
FIX:
$10.14B
COKE:
$2.95B
FIX:
$2.55B
COKE:
$1.10B
FIX:
$1.70B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
COKE vs. FIX — Risk / Return Rank
COKE
FIX
COKE vs. FIX - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and Comfort Systems USA, Inc. (FIX). 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 | FIX | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -3.04 | ||
| Sortino ratioReturn per unit of downside risk | -2.49 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.66 | -0.30 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 17.58 | -14.62 |
| Martin ratioReturn relative to average drawdown | 8.68 | 59.47 | -50.79 |
Loading charts...
Drawdowns
COKE vs. FIX - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum FIX drawdown of -93.36%. Use the drawdown chart below to compare losses from any high point for COKE and FIX.
Loading charts...
Drawdown Indicators
| COKE | FIX | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -93.36% | +39.04% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -15.78% | -8.78% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -46.05% | +18.67% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -46.05% | +10.53% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | -49.68% | -2.03% |
Current DrawdownCurrent decline from peak | -13.27% | -8.03% | -5.24% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -38.06% | +19.18% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 4.66% | +3.70% |
Volatility
COKE vs. FIX - Volatility Comparison
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.16%, while Comfort Systems USA, Inc. (FIX) has a volatility of 15.34%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than FIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| COKE | FIX | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.16% | 15.34% | -5.18% |
Volatility (6M)Calculated over the trailing 6-month period | 29.90% | 38.30% | -8.40% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.84% | 54.05% | -19.21% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.53% | 44.66% | -7.13% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.18% | 42.44% | -5.26% |
Dividends
COKE vs. FIX - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.53%, more than FIX's 0.14% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
FIX Comfort Systems USA, Inc. | 0.14% | 0.21% | 0.28% | 0.41% | 0.49% | 0.49% | 0.81% | 0.79% | 0.76% | 0.68% | 0.83% | 0.88% |
Financials
COKE vs. FIX - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and Comfort Systems USA, 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. FIX - 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%.
FIX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a gross profit of 754.41M and revenue of 2.87B. Therefore, the gross margin over that period was 26.3%.
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%.
FIX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported an operating income of 485.72M and revenue of 2.87B, resulting in an operating margin of 17.0%.
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%.
FIX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Comfort Systems USA, Inc. reported a net income of 370.38M and revenue of 2.87B, resulting in a net margin of 12.9%.
Frequently Asked Questions
COKE and FIX have a correlation of -0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
FIX has higher volatility (15.34%) compared to COKE (10.16%). In terms of maximum drawdown, COKE dropped -54.32% vs FIX's -93.36%.
FIX currently has the higher Sharpe Ratio (5.13 vs 2.09), 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.
Find the right allocation for COKE and FIX
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer