EPC vs. COCO

Last updated Jun 4, 2026

EPC (Edgewell Personal Care Company) and COCO (The Vita Coco Company, Inc.) are both stocks. Both are in the Consumer Defensive sector — EPC in Household & Personal Products, COCO in Beverages - Non-Alcoholic. Over the past 3 years, EPC returned -22.15%/yr vs 41.47%/yr for COCO. At a 0.09 correlation, their price movements are largely independent.

Performance

EPC vs. COCO - Performance Comparison

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

Returns By Period

In the year-to-date period, EPC achieves a 9.46% return, which is significantly lower than COCO's 41.82% return.

EPC

• 1D: -0.70%
• 1M: -14.05%
• YTD: 9.46%
• 6M: 7.01%
• 1Y: -28.17%
• 3Y*: -22.15%
• 5Y*: -14.87%
• 10Y*: -12.94%

COCO

• 1D: 0.98%
• 1M: 11.79%
• YTD: 41.82%
• 6M: 37.64%
• 1Y: 114.80%
• 3Y*: 41.47%
• 5Y*: —
• 10Y*: —

*Multi-year figures are annualized to reflect compound growth (CAGR)

EPC vs. COCO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021
EPC Edgewell Personal Care Company	9.46%	-47.95%	-6.83%	-3.48%	-14.34%	31.04%
COCO The Vita Coco Company, Inc.	41.82%	43.62%	43.90%	85.60%	23.72%	-17.38%

Correlation

The correlation between EPC and COCO is -0.03, 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	-0.03
Correlation (3Y) Calculated over the trailing 3-year period	0.05
Correlation (All Time) Calculated using the full available price history since Oct 22, 2021	0.09

The correlation between EPC and COCO shifts across timeframes, from -0.03 (1 year) to 0.09 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap EPC : $861.65M COCO : $4.55B
EPS EPC : -$1.66 COCO : $1.38
PS Ratio EPC : 0.41 COCO : 6.86
PB Ratio EPC : 0.60 COCO : 12.91
Total Revenue (TTM) EPC : $2.11B COCO : $658.62M
Gross Profit (TTM) EPC : $855.00M COCO : $246.32M
EBITDA (TTM) EPC : $57.10M COCO : $100.45M

Return for Risk

EPC vs. COCO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

EPC

EPC Risk / Return Rank: 15
EPC Sharpe Ratio Rank: 13
EPC Sortino Ratio Rank: 15
EPC Omega Ratio Rank: 15
EPC Calmar Ratio Rank: 15
EPC Martin Ratio Rank: 15

COCO

COCO Risk / Return Rank: 89
COCO Sharpe Ratio Rank: 89
COCO Sortino Ratio Rank: 88
COCO Omega Ratio Rank: 87
COCO Calmar Ratio Rank: 91
COCO Martin Ratio Rank: 91

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

EPC vs. COCO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Edgewell Personal Care Company (EPC) 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.

	EPC	COCO	Difference
Sharpe ratio Return per unit of total volatility	-0.67	2.22	-2.88
Sortino ratio Return per unit of downside risk	-0.73	3.01	-3.73
Omega ratio Gain probability vs. loss probability	0.91	1.39	-0.49
Calmar ratio Return relative to maximum drawdown	-0.70	4.97	-5.67
Martin ratio Return relative to average drawdown	-1.17	13.95	-15.13
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

EPC vs. COCO - Sharpe Ratio Comparison

The current EPC Sharpe Ratio is -0.67, which is lower than the COCO Sharpe Ratio of 2.22. The chart below compares the historical Sharpe Ratios of EPC 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.

Sharpe Ratios by Period

	EPC	COCO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	-0.67	2.22	-2.88
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	-0.46	—	—
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	-0.35	—	—
Sharpe Ratio (All Time) Calculated using the full available price history	0.02	0.80	-0.78

Drawdowns

EPC vs. COCO - Drawdown Comparison

The maximum EPC drawdown since its inception was -83.74%, which is greater than COCO's maximum drawdown of -56.97%. Use the drawdown chart below to compare losses from any high point for EPC and COCO.

Drawdown Indicators

	EPC	COCO	Difference
Max Drawdown Largest peak-to-trough decline	-83.74%	-56.97%	-26.77%
Max Drawdown (1Y) Largest decline over 1 year	-40.41%	-23.23%	-17.18%
Max Drawdown (3Y) Largest decline over 3 years	-61.60%	-38.55%	-23.05%
Max Drawdown (5Y) Largest decline over 5 years	-67.00%	—	—
Max Drawdown (10Y) Largest decline over 10 years	-80.06%	—	—
Current Drawdown Current decline from peak	-80.93%	-5.11%	-75.82%
Average Drawdown Average peak-to-trough decline	-35.78%	-16.79%	-18.99%
Ulcer Index Depth and duration of drawdowns from previous peaks	24.05%	8.27%	+15.78%

Volatility

EPC vs. COCO - Volatility Comparison

Edgewell Personal Care Company (EPC) has a higher volatility of 18.07% compared to The Vita Coco Company, Inc. (COCO) at 9.95%. This indicates that EPC's price experiences larger fluctuations and is considered to be riskier than COCO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	EPC	COCO	Difference
Volatility (1M) Calculated over the trailing 1-month period	18.07%	9.95%	+8.12%
Volatility (6M) Calculated over the trailing 6-month period	30.40%	41.33%	-10.93%
Volatility (1Y) Calculated over the trailing 1-year period	42.45%	52.08%	-9.63%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	32.67%	56.61%	-23.94%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	36.82%	56.61%	-19.79%

Dividends

EPC vs. COCO - Dividend Comparison

EPC's dividend yield for the trailing twelve months is around 3.24%, while COCO has not paid dividends to shareholders.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
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%
EPC Edgewell Personal Care Company	3.24%	3.52%	1.79%	1.64%	1.56%	1.31%	0.43%	0.00%	0.00%	0.00%	0.00%	44.66%

Financials

EPC vs. COCO - Profitability Comparison

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

EPC - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Edgewell Personal Care Company reported a gross profit of 216.90M and revenue of 519.50M. Therefore, the gross margin over that period was 41.8%.

COCO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported a gross profit of 71.81M and revenue of 179.77M. Therefore, the gross margin over that period was 40.0%.

EPC - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Edgewell Personal Care Company reported an operating income of 18.40M and revenue of 519.50M, resulting in an operating margin of 3.5%.

COCO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported an operating income of 33.58M and revenue of 179.77M, resulting in an operating margin of 18.7%.

EPC - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Edgewell Personal Care Company reported a net income of -10.60M and revenue of 519.50M, resulting in a net margin of -2.0%.

COCO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Vita Coco Company, Inc. reported a net income of 30.47M and revenue of 179.77M, resulting in a net margin of 17.0%.

Frequently Asked Questions

Can I hold both EPC and COCO in my portfolio?

EPC and COCO have a correlation of -0.03, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, EPC or COCO?

EPC has higher volatility (18.07%) compared to COCO (9.95%). In terms of maximum drawdown, EPC dropped -83.74% vs COCO's -56.97%.

Which has better risk-adjusted returns?

COCO currently has the higher Sharpe Ratio (2.22 vs -0.67), 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.