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CRS vs. COCO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

CRS vs. COCO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Carpenter Technology Corporation (CRS) and The Vita Coco Company, Inc. (COCO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, CRS achieves a 65.23% return, which is significantly higher than COCO's 24.39% return.


CRS

1D
3.17%
1M
-14.83%
6M
63.58%
YTD
65.23%
1Y
108.94%
3Y*
106.41%
5Y*
70.73%
10Y*
32.06%
ALL TIME*
14.12%

COCO

1D
-1.51%
1M
-4.41%
6M
23.60%
YTD
24.39%
1Y
87.01%
3Y*
35.70%
5Y*
10Y*
ALL TIME*
35.66%
*Multi-year figures are annualized to reflect compound growth (CAGR)

Liquidity Comparison


PositionAvg. Volume Value (2W)Avg. Volume Value (1M)Avg. Volume Value (3M)
$95.25M$85.05M$87.09M
$455.19M$399.26M$397.99M

CRS vs. COCO - Yearly Performance Comparison


2026 (YTD)20252024202320222021
CRS
Carpenter Technology Corporation
65.23%86.23%141.72%94.48%29.50%-12.06%
COCO
The Vita Coco Company, Inc.
24.39%43.62%43.90%85.60%23.72%-27.33%

Correlation

The correlation between CRS and COCO is 0.12, which is low. Their historical price movements had little consistent relationship.


Correlation
Correlation (1Y)
Focuses on recent behavior, but can change the most.

0.12

Correlation (3Y)
Balances recent behavior with more history.

0.21

Correlation (All Time)
Calculated using the full available price history since Oct 21, 2021

0.20

Fundamentals

Market Cap

CRS:

$25.82B

COCO:

$3.77B

EPS

CRS:

$10.53

COCO:

$1.82

PE Ratio

CRS:

49.34

COCO:

36.31

PEG Ratio

CRS:

0.04

COCO:

0.30

PS Ratio

CRS:

8.37

COCO:

5.63

PB Ratio

CRS:

11.71

COCO:

9.93

Total Revenue (TTM)

CRS:

$3.12B

COCO:

$706.02M

Gross Profit (TTM)

CRS:

$955.40M

COCO:

$289.23M

EBITDA (TTM)

CRS:

$797.60M

COCO:

$143.38M

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Return for Risk

CRS vs. COCO — Risk / Return Rank

Compare historical risk-adjusted metric ranks over the past 12 months.

CRS
CRS Risk / Return Rank: 9494
Overall Rank
CRS Sharpe Ratio Rank: 9494
Sharpe Ratio Rank
CRS Sortino Ratio Rank: 9393
Sortino Ratio Rank
CRS Omega Ratio Rank: 9191
Omega Ratio Rank
CRS Calmar Ratio Rank: 9696
Calmar Ratio Rank
CRS Martin Ratio Rank: 9898
Martin Ratio Rank

COCO
COCO Risk / Return Rank: 8787
Overall Rank
COCO Sharpe Ratio Rank: 8686
Sharpe Ratio Rank
COCO Sortino Ratio Rank: 8484
Sortino Ratio Rank
COCO Omega Ratio Rank: 8585
Omega Ratio Rank
COCO Calmar Ratio Rank: 9191
Calmar Ratio Rank
COCO Martin Ratio Rank: 9090
Martin Ratio Rank
The rank (0–100) uses a weighted average of the Sharpe, Sortino, Omega, Calmar, and Martin percentile ranks for the trailing 12 months. Higher means stronger historical risk-adjusted performance within the peer group.

CRS vs. COCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Carpenter Technology Corporation (CRS) and The Vita Coco Company, Inc. (COCO). 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.


CRSCOCODifference
Sharpe ratioReturn per unit of total volatility

+0.67

Sortino ratioReturn per unit of downside risk

+0.85

Omega ratioGain probability vs. loss probability

1.37

1.31

+0.06

Calmar ratioReturn relative to maximum drawdown

5.87

3.77

+2.11

Martin ratioReturn relative to average drawdown

20.89

9.72

+11.16

CRS vs. COCO - Sharpe Ratio Comparison

The current CRS Sharpe Ratio is 2.26, which is higher than the COCO Sharpe Ratio of 1.58. The chart below compares the historical Sharpe Ratios of CRS and COCO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

CRS vs. COCO - Drawdown Comparison

The maximum CRS drawdown since its inception was -84.68%, which is greater than COCO's maximum drawdown of -56.97%. Use the drawdown chart below to compare losses from any high point for CRS and COCO.


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Drawdown Indicators


CRSCOCODifference

Max Drawdown

Largest peak-to-trough decline

-84.68%

-56.97%

-27.71%

Max Drawdown (1Y)

Largest decline over 1 year

-18.66%

-23.23%

+4.57%

Max Drawdown (3Y)

Largest decline over 3 years

-28.74%

-38.55%

+9.81%

Max Drawdown (5Y)

Largest decline over 5 years

-41.86%

Max Drawdown (10Y)

Largest decline over 10 years

-74.70%

Current Drawdown

Current decline from peak

-16.08%

-21.52%

+5.44%

Average Drawdown

Average peak-to-trough decline

-27.16%

-16.70%

-10.46%

Ulcer Index

Depth and duration of drawdowns from previous peaks

5.23%

9.02%

-3.79%

Volatility

CRS vs. COCO - Volatility Comparison

Carpenter Technology Corporation (CRS) and The Vita Coco Company, Inc. (COCO) have volatilities of 14.21% and 14.30%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


CRSCOCODifference

Volatility (1M)

Calculated over the trailing 1-month period

14.21%

14.30%

-0.09%

Volatility (6M)

Calculated over the trailing 6-month period

33.58%

45.30%

-11.72%

Volatility (1Y)

Calculated over the trailing 1-year period

50.12%

55.50%

-5.38%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

46.58%

56.79%

-10.21%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

48.87%

56.79%

-7.92%

Dividends

CRS vs. COCO - Dividend Comparison

CRS's dividend yield for the trailing twelve months is around 0.15%, while COCO has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
COCO
The Vita Coco Company, Inc.
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
CRS
Carpenter Technology Corporation
0.15%0.25%0.47%1.13%2.17%2.74%2.75%1.61%2.13%1.41%1.99%2.38%

Financials

CRS vs. COCO - Financials Comparison

This section allows you to compare key financial metrics between Carpenter Technology Corporation and The Vita Coco Company, 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


Values in USD except per share items

CRS vs. COCO - Profitability Comparison

The chart below illustrates the profitability comparison between Carpenter Technology Corporation and The Vita Coco Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

CRS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a gross profit of 268.90M and revenue of 851.00M. Therefore, the gross margin over that period was 31.6%.

COCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Vita Coco Company, Inc. reported a gross profit of 105.31M and revenue of 216.15M. Therefore, the gross margin over that period was 48.7%.

CRS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported an operating income of 206.90M and revenue of 851.00M, resulting in an operating margin of 24.3%.

COCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Vita Coco Company, Inc. reported an operating income of 63.14M and revenue of 216.15M, resulting in an operating margin of 29.2%.

CRS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Carpenter Technology Corporation reported a net income of 162.40M and revenue of 851.00M, resulting in a net margin of 19.1%.

COCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Vita Coco Company, Inc. reported a net income of 49.45M and revenue of 216.15M, resulting in a net margin of 22.9%.


Frequently Asked Questions


CRS and COCO have a correlation of 0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

COCO has higher volatility (14.30%) compared to CRS (14.21%). In terms of maximum drawdown, CRS dropped -84.68% vs COCO's -56.97%.

CRS currently has the higher Sharpe Ratio (2.26 vs 1.58), 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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