DVA vs. KO
DVA (DaVita Inc.) and KO (The Coca-Cola Company) are both stocks. DVA operates in Medical Care Facilities (Healthcare), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, DVA returned 11.01%/yr vs 9.61%/yr for KO. At a 0.21 correlation, their price movements are largely independent.
Performance
DVA vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, DVA achieves a 93.38% return, which is significantly higher than KO's 19.80% return. Over the past 10 years, DVA has outperformed KO with an annualized return of 11.01%, while KO has yielded a comparatively lower 9.61% annualized return.
DVA
- 1D
- 1.23%
- 1M
- 13.04%
- YTD
- 93.38%
- 6M
- 93.57%
- 1Y
- 55.08%
- 3Y*
- 29.80%
- 5Y*
- 12.78%
- 10Y*
- 11.01%
KO
- 1D
- 0.02%
- 1M
- 5.28%
- YTD
- 19.80%
- 6M
- 19.38%
- 1Y
- 20.85%
- 3Y*
- 14.45%
- 5Y*
- 12.11%
- 10Y*
- 9.61%
DVA vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita Inc. | 93.38% | -24.03% | 42.75% | 40.30% | -34.36% | -3.10% | 56.47% | 45.80% | -28.78% | 12.54% |
KO The Coca-Cola Company | 19.80% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between DVA and KO is 0.25, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.25 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.23 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.25 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.25 |
Correlation (All Time) Calculated using the full available price history since Oct 31, 1995 | 0.21 |
Fundamentals
DVA:
$14.48
KO:
$3.18
DVA:
15.17
KO:
26.02
DVA:
2.37
KO:
3.14
DVA:
0.86
KO:
7.23
DVA:
$13.84B
KO:
$49.28B
DVA:
$3.23B
KO:
$30.43B
DVA:
$2.49B
KO:
$18.35B
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Return for Risk
DVA vs. KO — Risk / Return Rank
DVA
KO
DVA vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for DaVita Inc. (DVA) and The Coca-Cola Company (KO). 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.
| DVA | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.05 | ||
| Sortino ratioReturn per unit of downside risk | +0.47 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.22 | +0.09 |
| Calmar ratioReturn relative to maximum drawdown | 1.77 | 2.66 | -0.90 |
| Martin ratioReturn relative to average drawdown | 3.94 | 5.27 | -1.33 |
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Drawdowns
DVA vs. KO - Drawdown Comparison
The maximum DVA drawdown since its inception was -92.91%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for DVA and KO.
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Drawdown Indicators
| DVA | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -92.91% | -68.23% | -24.68% |
Max Drawdown (1Y)Largest decline over 1 year | -31.36% | -7.87% | -23.49% |
Max Drawdown (3Y)Largest decline over 3 years | -41.43% | -16.26% | -25.17% |
Max Drawdown (5Y)Largest decline over 5 years | -51.10% | -17.27% | -33.83% |
Max Drawdown (10Y)Largest decline over 10 years | -51.10% | -36.99% | -14.11% |
Current DrawdownCurrent decline from peak | 0.00% | -0.49% | +0.49% |
Average DrawdownAverage peak-to-trough decline | -20.03% | -16.08% | -3.95% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.01% | 3.96% | +10.05% |
Volatility
DVA vs. KO - Volatility Comparison
DaVita Inc. (DVA) and The Coca-Cola Company (KO) have volatilities of 7.28% and 7.01%, 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
| DVA | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 7.28% | 7.01% | +0.27% |
Volatility (6M)Calculated over the trailing 6-month period | 34.92% | 12.98% | +21.94% |
Volatility (1Y)Calculated over the trailing 1-year period | 42.99% | 16.87% | +26.12% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 37.30% | 16.21% | +21.09% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 34.74% | 18.24% | +16.50% |
Dividends
DVA vs. KO - Dividend Comparison
DVA has not paid dividends to shareholders, while KO's dividend yield for the trailing twelve months is around 2.52%.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DVA DaVita 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% |
KO The Coca-Cola Company | 2.52% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Financials
DVA vs. KO - Financials Comparison
This section allows you to compare key financial metrics between DaVita Inc. and The Coca-Cola Company. 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
DVA vs. KO - Profitability Comparison
DVA - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a gross profit of 0.00 and revenue of 3.42B. Therefore, the gross margin over that period was 0.0%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a gross profit of 7.85B and revenue of 12.47B. Therefore, the gross margin over that period was 63.0%.
DVA - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported an operating income of 481.89M and revenue of 3.42B, resulting in an operating margin of 14.1%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported an operating income of 4.36B and revenue of 12.47B, resulting in an operating margin of 35.0%.
DVA - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, DaVita Inc. reported a net income of 197.53M and revenue of 3.42B, resulting in a net margin of 5.8%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a net income of 3.92B and revenue of 12.47B, resulting in a net margin of 31.5%.
Frequently Asked Questions
DVA and KO have a correlation of 0.25, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DVA has higher volatility (7.28%) compared to KO (7.01%). In terms of maximum drawdown, DVA dropped -92.91% vs KO's -68.23%.
DVA currently has the higher Sharpe Ratio (1.29 vs 1.24), 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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