COKE vs. TGOPY
COKE (Coca-Cola Consolidated, Inc.) and TGOPY (3i Group PLC ADR) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while TGOPY operates in Asset Management (Financial Services). Over the past 5 years, COKE returned 33.34%/yr vs 16.22%/yr for TGOPY. At a 0.14 correlation, their price movements are largely independent.
Performance
COKE vs. TGOPY - 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 TGOPY's -33.15% 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%
TGOPY
- 1D
- -0.55%
- 1M
- -18.66%
- YTD
- -33.15%
- 6M
- -31.19%
- 1Y
- -49.11%
- 3Y*
- 6.84%
- 5Y*
- 16.22%
- 10Y*
- —
COKE vs. TGOPY - 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% | 3.22% |
TGOPY 3i Group PLC ADR | -33.15% | -1.54% | 48.13% | 94.86% | -2.38% | 30.67% | 8.74% | 49.49% | -17.88% | -0.91% |
Correlation
The correlation between COKE and TGOPY is 0.05, 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 | 0.05 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.14 |
Correlation (All Time) Calculated using the full available price history since Sep 22, 2017 | 0.14 |
Fundamentals
COKE:
$11.91B
TGOPY:
$29.64B
COKE:
$7.14
TGOPY:
$3.45
COKE:
25.06
TGOPY:
2.11
COKE:
1.93
TGOPY:
3.92
COKE:
$7.49B
TGOPY:
$5.58B
COKE:
$2.95B
TGOPY:
$5.57B
COKE:
$1.10B
TGOPY:
$9.84B
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Return for Risk
COKE vs. TGOPY — Risk / Return Rank
COKE
TGOPY
COKE vs. TGOPY - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and 3i Group PLC ADR (TGOPY). 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 | TGOPY | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +2.99 | ||
| Sortino ratioReturn per unit of downside risk | +3.78 | ||
| Omega ratioGain probability vs. loss probability | 1.34 | 0.78 | +0.56 |
| Calmar ratioReturn relative to maximum drawdown | 2.69 | -0.93 | +3.62 |
| Martin ratioReturn relative to average drawdown | 8.04 | -1.84 | +9.87 |
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 | TGOPY | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 1.91 | -1.08 | +2.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 0.42 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.86 | — | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.45 | 0.30 | +0.15 |
Drawdowns
COKE vs. TGOPY - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum TGOPY drawdown of -58.64%. Use the drawdown chart below to compare losses from any high point for COKE and TGOPY.
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Drawdown Indicators
| COKE | TGOPY | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -58.64% | +4.32% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -52.74% | +28.18% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -52.74% | +25.36% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -52.74% | +17.22% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | — | — |
Current DrawdownCurrent decline from peak | -17.46% | -51.47% | +34.01% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -10.80% | -8.08% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.20% | 26.78% | -18.58% |
Volatility
COKE vs. TGOPY - Volatility Comparison
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.58%, while 3i Group PLC ADR (TGOPY) has a volatility of 19.55%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than TGOPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COKE | TGOPY | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.58% | 19.55% | -8.97% |
Volatility (6M)Calculated over the trailing 6-month period | 29.55% | 38.98% | -9.43% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.65% | 45.69% | -11.04% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.49% | 38.51% | -1.02% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.17% | 48.34% | -11.17% |
Dividends
COKE vs. TGOPY - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.56%, less than TGOPY's 3.62% 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% |
TGOPY 3i Group PLC ADR | 3.62% | 2.42% | 1.83% | 2.23% | 14.27% | 2.62% | 2.70% | 3.04% | 1.66% | 0.75% | 0.00% | 0.00% |
Financials
COKE vs. TGOPY - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and 3i Group PLC ADR. 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 TGOPY have a correlation of 0.05, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
TGOPY has higher volatility (19.55%) compared to COKE (10.58%). In terms of maximum drawdown, COKE dropped -54.32% vs TGOPY's -58.64%.
COKE currently has the higher Sharpe Ratio (1.91 vs -1.08), 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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