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HD vs. KO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HD vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Home Depot, Inc. (HD) and The Coca-Cola Company (KO). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, HD achieves a -8.40% return, which is significantly lower than KO's 14.47% return. Over the past 10 years, HD has outperformed KO with an annualized return of 11.78%, while KO has yielded a comparatively lower 9.15% annualized return.


HD

1D
0.27%
1M
-3.08%
YTD
-8.40%
6M
-11.11%
1Y
-13.60%
3Y*
4.25%
5Y*
2.51%
10Y*
11.78%

KO

1D
3.46%
1M
0.32%
YTD
14.47%
6M
14.32%
1Y
15.33%
3Y*
12.95%
5Y*
10.40%
10Y*
9.15%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HD vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HD
The Home Depot, Inc.
-8.40%-9.33%15.00%12.77%-21.98%59.51%24.50%30.56%-7.30%44.61%
KO
The Coca-Cola Company
14.47%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%

Correlation

The correlation between HD 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

0.24

Correlation (5Y)
Calculated over the trailing 5-year period

0.31

Correlation (10Y)
Calculated over the trailing 10-year period

0.32

Correlation (All Time)
Calculated using the full available price history since Sep 23, 1981

0.30

Fundamentals

Market Cap

HD:

$309.54B

KO:

$342.88B

EPS

HD:

$14.08

KO:

$3.18

PE Ratio

HD:

22.07

KO:

25.02

PS Ratio

HD:

1.86

KO:

6.96

PB Ratio

HD:

22.31

KO:

10.19

Total Revenue (TTM)

HD:

$166.59B

KO:

$49.28B

Gross Profit (TTM)

HD:

$55.19B

KO:

$30.43B

EBITDA (TTM)

HD:

$23.12B

KO:

$18.35B

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Return for Risk

HD vs. KO — Risk / Return Rank

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

HD
HD Risk / Return Rank: 1919
Overall Rank
HD Sharpe Ratio Rank: 1616
Sharpe Ratio Rank
HD Sortino Ratio Rank: 1616
Sortino Ratio Rank
HD Omega Ratio Rank: 1717
Omega Ratio Rank
HD Calmar Ratio Rank: 2525
Calmar Ratio Rank
HD Martin Ratio Rank: 2222
Martin Ratio Rank

KO
KO Risk / Return Rank: 6868
Overall Rank
KO Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
KO Sortino Ratio Rank: 6666
Sortino Ratio Rank
KO Omega Ratio Rank: 6161
Omega Ratio Rank
KO Calmar Ratio Rank: 7474
Calmar Ratio Rank
KO Martin Ratio Rank: 7171
Martin Ratio Rank
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.

HD vs. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Home Depot, Inc. (HD) 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.


HDKODifference
Sharpe ratioReturn per unit of total volatility

-1.52

Sortino ratioReturn per unit of downside risk

-2.27

Omega ratioGain probability vs. loss probability

0.92

1.17

-0.25

Calmar ratioReturn relative to maximum drawdown

-0.47

1.95

-2.43

Martin ratioReturn relative to average drawdown

-0.97

3.82

-4.79

HD vs. KO - Sharpe Ratio Comparison

The current HD Sharpe Ratio is -0.58, which is lower than the KO Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of HD and KO, 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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Sharpe Ratios by Period


HDKODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.58

0.94

-1.52

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.10

0.65

-0.54

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.48

0.50

-0.03

Sharpe Ratio (All Time)

Calculated using the full available price history

0.68

0.53

+0.15

Drawdowns

HD vs. KO - Drawdown Comparison

The maximum HD drawdown since its inception was -70.46%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for HD and KO.


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Drawdown Indicators


HDKODifference

Max Drawdown

Largest peak-to-trough decline

-70.46%

-68.23%

-2.23%

Max Drawdown (1Y)

Largest decline over 1 year

-28.81%

-7.89%

-20.92%

Max Drawdown (3Y)

Largest decline over 3 years

-28.84%

-16.26%

-12.58%

Max Drawdown (5Y)

Largest decline over 5 years

-34.73%

-17.27%

-17.46%

Max Drawdown (10Y)

Largest decline over 10 years

-37.99%

-36.99%

-1.00%

Current Drawdown

Current decline from peak

-25.11%

-2.98%

-22.13%

Average Drawdown

Average peak-to-trough decline

-20.60%

-16.09%

-4.51%

Ulcer Index

Depth and duration of drawdowns from previous peaks

13.99%

4.03%

+9.96%

Volatility

HD vs. KO - Volatility Comparison

The Home Depot, Inc. (HD) has a higher volatility of 6.57% compared to The Coca-Cola Company (KO) at 5.91%. This indicates that HD'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


HDKODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.57%

5.91%

+0.66%

Volatility (6M)

Calculated over the trailing 6-month period

17.64%

12.38%

+5.26%

Volatility (1Y)

Calculated over the trailing 1-year period

23.42%

16.37%

+7.05%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

24.04%

16.10%

+7.94%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

24.80%

18.20%

+6.60%

Dividends

HD vs. KO - Dividend Comparison

HD's dividend yield for the trailing twelve months is around 2.98%, more than KO's 2.59% yield.


PositionTTM20252024202320222021202020192018201720162015
HD
The Home Depot, Inc.
2.98%2.67%2.31%2.41%2.41%1.59%2.26%2.49%2.40%1.88%2.06%1.78%
KO
The Coca-Cola Company
2.59%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

Financials

HD vs. KO - Financials Comparison

This section allows you to compare key financial metrics between The Home Depot, 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.


Quarterly
Annual

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


10.00B20.00B30.00B40.00B50.00B20222023202420252026
41.77B
12.47B
(HD) Total Revenue
(KO) Total Revenue
Values in USD except per share items

HD vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between The Home Depot, Inc. and The Coca-Cola Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%35.0%40.0%45.0%50.0%55.0%60.0%65.0%20222023202420252026
33.0%
63.0%
Portfolio components
HD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Home Depot, Inc. reported a gross profit of 13.78B and revenue of 41.77B. Therefore, the gross margin over that period was 33.0%.

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%.

HD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Home Depot, Inc. reported an operating income of 4.98B and revenue of 41.77B, resulting in an operating margin of 11.9%.

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%.

HD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Home Depot, Inc. reported a net income of 3.29B and revenue of 41.77B, resulting in a net margin of 7.9%.

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


HD 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.

HD has higher volatility (6.57%) compared to KO (5.91%). In terms of maximum drawdown, HD dropped -70.46% vs KO's -68.23%.

KO currently has the higher Sharpe Ratio (0.94 vs -0.58), 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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