COKE vs. UI
COKE (Coca-Cola Consolidated, Inc.) and UI (Ubiquiti Inc.) are both stocks. COKE operates in Beverages - Non-Alcoholic (Consumer Defensive), while UI operates in Communication Equipment (Technology). Over the past 10 years, COKE returned 31.81%/yr vs 31.83%/yr for UI. At a 0.21 correlation, their price movements are largely independent.
Performance
COKE vs. UI - 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 UI's 6.65% return. Both investments have delivered pretty close results over the past 10 years, with COKE having a 31.81% annualized return and UI not far ahead at 31.83%.
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%
UI
- 1D
- 1.20%
- 1M
- -5.42%
- YTD
- 6.65%
- 6M
- 5.14%
- 1Y
- 54.66%
- 3Y*
- 49.97%
- 5Y*
- 14.06%
- 10Y*
- 31.83%
COKE vs. UI - 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% |
UI Ubiquiti Inc. | 6.65% | 67.72% | 141.15% | -48.23% | -9.99% | 10.83% | 48.49% | 91.65% | 40.69% | 22.87% |
Correlation
The correlation between COKE and UI 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 | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Oct 14, 2011 | 0.21 |
The correlation between COKE and UI shifts across timeframes, from 0.02 (1 year) to 0.22 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
COKE:
$12.52B
UI:
$35.66B
COKE:
$7.14
UI:
$15.56
COKE:
26.33
UI:
37.84
COKE:
0.54
UI:
2.45
COKE:
2.03
UI:
11.52
COKE:
$7.49B
UI:
$3.10B
COKE:
$2.95B
UI:
$1.42B
COKE:
$1.10B
UI:
$1.12B
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Return for Risk
COKE vs. UI — Risk / Return Rank
COKE
UI
COKE vs. UI - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Coca-Cola Consolidated, Inc. (COKE) and Ubiquiti Inc. (UI). 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 | UI | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.30 | ||
| Sortino ratioReturn per unit of downside risk | +0.99 | ||
| Omega ratioGain probability vs. loss probability | 1.36 | 1.20 | +0.16 |
| Calmar ratioReturn relative to maximum drawdown | 2.96 | 1.01 | +1.95 |
| Martin ratioReturn relative to average drawdown | 8.68 | 2.43 | +6.25 |
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Drawdowns
COKE vs. UI - Drawdown Comparison
The maximum COKE drawdown since its inception was -54.32%, smaller than the maximum UI drawdown of -77.49%. Use the drawdown chart below to compare losses from any high point for COKE and UI.
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Drawdown Indicators
| COKE | UI | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -54.32% | -77.49% | +23.17% |
Max Drawdown (1Y)Largest decline over 1 year | -24.56% | -48.52% | +23.96% |
Max Drawdown (3Y)Largest decline over 3 years | -27.38% | -48.52% | +21.14% |
Max Drawdown (5Y)Largest decline over 5 years | -35.52% | -69.44% | +33.92% |
Max Drawdown (10Y)Largest decline over 10 years | -51.71% | -72.21% | +20.50% |
Current DrawdownCurrent decline from peak | -13.27% | -45.64% | +32.37% |
Average DrawdownAverage peak-to-trough decline | -18.88% | -26.55% | +7.67% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 8.36% | 20.16% | -11.80% |
Volatility
COKE vs. UI - Volatility Comparison
The current volatility for Coca-Cola Consolidated, Inc. (COKE) is 10.16%, while Ubiquiti Inc. (UI) has a volatility of 11.58%. This indicates that COKE experiences smaller price fluctuations and is considered to be less risky than UI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| COKE | UI | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.16% | 11.58% | -1.42% |
Volatility (6M)Calculated over the trailing 6-month period | 29.90% | 40.18% | -10.28% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.84% | 62.03% | -27.19% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.53% | 48.64% | -11.11% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 37.18% | 47.98% | -10.80% |
Dividends
COKE vs. UI - Dividend Comparison
COKE's dividend yield for the trailing twelve months is around 0.53%, less than UI's 0.54% 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% |
UI Ubiquiti Inc. | 0.54% | 0.51% | 0.72% | 1.72% | 0.88% | 0.65% | 0.50% | 0.58% | 0.50% | 0.00% | 0.00% | 0.00% |
Financials
COKE vs. UI - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola Consolidated, Inc. and Ubiquiti 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. UI - 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%.
UI - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a gross profit of 370.71M and revenue of 788.20M. Therefore, the gross margin over that period was 47.0%.
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%.
UI - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported an operating income of 290.82M and revenue of 788.20M, resulting in an operating margin of 36.9%.
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%.
UI - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Ubiquiti Inc. reported a net income of 233.91M and revenue of 788.20M, resulting in a net margin of 29.7%.
Frequently Asked Questions
COKE and UI 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.
UI has higher volatility (11.58%) compared to COKE (10.16%). In terms of maximum drawdown, COKE dropped -54.32% vs UI's -77.49%.
COKE currently has the higher Sharpe Ratio (2.09 vs 0.79), 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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