ESRT vs. KO
ESRT (Empire State Realty Trust, Inc.) and KO (The Coca-Cola Company) are both stocks. ESRT operates in REIT - Diversified (Real Estate), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, ESRT returned -11.74%/yr vs 10.56%/yr for KO. Their 0.27 correlation means their historical movements had little consistent relationship.
Performance
ESRT vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, ESRT achieves a -23.39% return, which is significantly lower than KO's 25.91% return. Over the past 10 years, ESRT has underperformed KO with an annualized return of -11.74%, while KO has yielded a comparatively higher 10.56% annualized return.
ESRT
- 1D
- -2.57%
- 1M
- -13.36%
- 6M
- -23.51%
- YTD
- -23.39%
- 1Y
- -29.47%
- 3Y*
- -15.82%
- 5Y*
- -12.38%
- 10Y*
- -11.74%
- ALL TIME*
- -5.42%
KO
- 1D
- -0.83%
- 1M
- 3.23%
- 6M
- 16.85%
- YTD
- 25.91%
- 1Y
- 29.71%
- 3Y*
- 16.05%
- 5Y*
- 12.41%
- 10Y*
- 10.56%
- ALL TIME*
- 12.25%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $11.12M | $9.44M | $11.59M | |
| $1.57B | $1.49B | $1.47B |
ESRT vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ESRT Empire State Realty Trust, Inc. | -23.39% | -35.68% | 7.97% | 46.32% | -22.82% | -3.53% | -31.48% | 0.90% | -28.91% | 3.77% |
KO The Coca-Cola Company | 25.91% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between ESRT and KO is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.15 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.21 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.28 |
Correlation (All Time) Calculated using the full available price history since Oct 2, 2013 | 0.27 |
The correlation between ESRT and KO shifts across timeframes, from 0.11 (1 year) to 0.28 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
ESRT:
$845.30M
KO:
$373.71B
ESRT:
$0.02
KO:
$3.32
ESRT:
213.70
KO:
26.17
ESRT:
680.08
KO:
3.16
ESRT:
1.70
KO:
7.47
ESRT:
0.74
KO:
10.36
ESRT:
$784.18M
KO:
$50.13B
ESRT:
-$17.61M
KO:
$31.02B
ESRT:
$274.47M
KO:
$19.57B
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Return for Risk
ESRT vs. KO — Risk / Return Rank
ESRT
KO
ESRT vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Empire State Realty Trust, Inc. (ESRT) 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.
| ESRT | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.45 | ||
| Sortino ratioReturn per unit of downside risk | -3.59 | ||
| Omega ratioGain probability vs. loss probability | 0.87 | 1.29 | -0.42 |
| Calmar ratioReturn relative to maximum drawdown | -0.80 | 3.79 | -4.59 |
| Martin ratioReturn relative to average drawdown | -1.31 | 8.26 | -9.57 |
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Drawdowns
ESRT vs. KO - Drawdown Comparison
The maximum ESRT drawdown since its inception was -72.91%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for ESRT and KO.
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Drawdown Indicators
| ESRT | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.91% | -68.23% | -4.68% |
Max Drawdown (1Y)Largest decline over 1 year | -37.03% | -7.87% | -29.16% |
Max Drawdown (3Y)Largest decline over 3 years | -55.39% | -15.50% | -39.89% |
Max Drawdown (5Y)Largest decline over 5 years | -55.39% | -17.27% | -38.12% |
Max Drawdown (10Y)Largest decline over 10 years | -72.91% | -36.99% | -35.92% |
Current DrawdownCurrent decline from peak | -72.80% | -2.49% | -70.31% |
Average DrawdownAverage peak-to-trough decline | -34.02% | -16.06% | -17.96% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 22.52% | 3.61% | +18.91% |
Volatility
ESRT vs. KO - Volatility Comparison
Empire State Realty Trust, Inc. (ESRT) has a higher volatility of 17.08% compared to The Coca-Cola Company (KO) at 8.55%. This indicates that ESRT's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| ESRT | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 17.08% | 8.55% | +8.53% |
Volatility (6M)Calculated over the trailing 6-month period | 27.53% | 14.99% | +12.54% |
Volatility (1Y)Calculated over the trailing 1-year period | 34.93% | 18.62% | +16.31% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 35.27% | 16.65% | +18.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 36.36% | 18.43% | +17.93% |
Dividends
ESRT vs. KO - Dividend Comparison
ESRT's dividend yield for the trailing twelve months is around 2.84%, more than KO's 2.39% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ESRT Empire State Realty Trust, Inc. | 2.84% | 2.15% | 1.36% | 1.44% | 2.08% | 1.18% | 2.25% | 3.01% | 2.95% | 2.05% | 1.98% | 1.88% |
KO The Coca-Cola Company | 2.39% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Financials
ESRT vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Empire State Realty Trust, 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
ESRT vs. KO - Profitability Comparison
ESRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Empire State Realty Trust, Inc. reported a gross profit of 163.99M and revenue of 196.90M. Therefore, the gross margin over that period was 83.3%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a gross profit of 8.42B and revenue of 13.38B. Therefore, the gross margin over that period was 62.9%.
ESRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Empire State Realty Trust, Inc. reported an operating income of -138.71M and revenue of 196.90M, resulting in an operating margin of -70.5%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported an operating income of 4.67B and revenue of 13.38B, resulting in an operating margin of 34.9%.
ESRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Empire State Realty Trust, Inc. reported a net income of -25.82M and revenue of 196.90M, resulting in a net margin of -13.1%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a net income of 4.43B and revenue of 13.38B, resulting in a net margin of 33.1%.
Frequently Asked Questions
ESRT and KO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ESRT has higher volatility (17.08%) compared to KO (8.55%). In terms of maximum drawdown, ESRT dropped -72.91% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.61 vs -0.85), 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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