COKE vs. ORCL
COKE (Coca-Cola Consolidated, Inc.) and ORCL (Oracle Corporation) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while ORCL operates in Software - Infrastructure (Technology). Over the past 10 years, COKE returned 31.72%/yr vs 20.30%/yr for ORCL. At a 0.17 correlation, their price movements are largely independent.
Performance
COKE vs. ORCL - Performance Comparison
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Returns By Period
In the year-to-date period, COKE achieves a 16.99% return, which is significantly higher than ORCL's 9.34% return. Over the past 10 years, COKE has outperformed ORCL with an annualized return of 31.72%, while ORCL has yielded a comparatively lower 20.30% annualized return.
COKE
- 1D
- -0.61%
- 1M
- 2.58%
- YTD
- 16.99%
- 6M
- 9.02%
- 1Y
- 65.74%
- 3Y*
- 40.58%
- 5Y*
- 33.34%
- 10Y*
- 31.72%
ORCL
- 1D
- -0.87%
- 1M
- 8.10%
- YTD
- 9.34%
- 6M
- -3.36%
- 1Y
- 22.94%
- 3Y*
- 25.94%
- 5Y*
- 21.81%
- 10Y*
- 20.30%
COKE vs. ORCL - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 16.99% | 22.63% | 38.75% | 82.92% | -17.09% | 133.24% | -5.87% | 60.74% | -17.10% | 20.94% |
ORCL Oracle Corporation | 9.34% | 18.13% | 59.99% | 30.94% | -4.65% | 36.89% | 24.25% | 19.34% | -2.97% | 24.94% |
Correlation
The correlation between COKE and ORCL is -0.20, 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 | -0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
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 Mar 27, 1990 | 0.17 |
The correlation between COKE and ORCL shifts across timeframes, from -0.20 (1 year) to 0.19 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
COKE:
$11.91B
ORCL:
$617.24B
COKE:
$7.14
ORCL:
$5.56
COKE:
25.06
ORCL:
38.09
COKE:
0.52
ORCL:
8.54
COKE:
1.93
ORCL:
9.64
COKE:
$7.49B
ORCL:
$64.08B
COKE:
$2.95B
ORCL:
$58.10B
COKE:
$1.10B
ORCL:
$17.85B
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Return for Risk
COKE vs. ORCL — Risk / Return Rank
COKE
ORCL
COKE vs. ORCL - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and Oracle Corporation (ORCL). 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 | ORCL | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.56 | ||
| Sortino ratioReturn per unit of downside risk | +1.16 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 1.13 | +0.21 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | 0.40 | +2.30 |
| Martin ratioReturn relative to average drawdown | 8.04 | 0.66 | +7.38 |
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 | ORCL | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | 0.35 | +1.56 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.52 | +0.37 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | 0.58 | +0.27 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.49 | -0.04 |
Drawdowns
COKE vs. ORCL - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum ORCL drawdown of -84.19%. Use the drawdown chart below to compare losses from any high point for COKE and ORCL.
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Drawdown Indicators
| COKE | ORCL | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -84.19% | +29.87% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -58.25% | +33.69% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -58.25% | +30.87% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -58.25% | +22.73% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | -58.25% | +6.54% |
Current DrawdownCurrent decline from peak | -17.46% | -34.98% | +17.52% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -29.10% | +10.22% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.20% | 35.04% | -26.84% |
Volatility
COKE vs. ORCL - Volatility Comparison
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.58%, while Oracle Corporation (ORCL) has a volatility of 21.62%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than ORCL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COKE | ORCL | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.58% | 21.62% | -11.04% |
Volatility (6M)Calculated over the trailing 6-month period | 29.55% | 42.42% | -12.87% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 65.38% | -30.73% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.49% | 41.98% | -4.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.17% | 35.01% | +2.16% |
Dividends
COKE vs. ORCL - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.56%, less than ORCL's 0.94% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
ORCL Oracle Corporation | 0.94% | 0.97% | 0.96% | 1.44% | 1.57% | 1.38% | 1.48% | 1.72% | 1.68% | 1.52% | 1.56% | 1.56% |
Financials
COKE vs. ORCL - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and Oracle Corporation. 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
Frequently Asked Questions
COKE and ORCL have a correlation of -0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ORCL has higher volatility (21.62%) compared to COKE (10.58%). In terms of maximum drawdown, COKE dropped -54.32% vs ORCL's -84.19%.
COKE currently has the higher Sharpe Ratio (1.91 vs 0.35), 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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