PortfoliosLab logoPortfoliosLab logo
HUBB vs. KO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

HUBB vs. KO - Performance Comparison

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

Loading charts...

Returns By Period

In the year-to-date period, HUBB achieves a 9.84% return, which is significantly lower than KO's 14.56% return. Over the past 10 years, HUBB has outperformed KO with an annualized return of 19.22%, while KO has yielded a comparatively lower 8.99% annualized return.


HUBB

1D
1.72%
1M
-1.24%
YTD
9.84%
6M
10.49%
1Y
24.19%
3Y*
18.01%
5Y*
22.94%
10Y*
19.22%

KO

1D
0.08%
1M
1.43%
YTD
14.56%
6M
14.00%
1Y
14.71%
3Y*
12.88%
5Y*
10.72%
10Y*
8.99%
*Multi-year figures are annualized to reflect compound growth (CAGR)

HUBB vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
HUBB
Hubbell Incorporated
9.84%7.43%28.94%42.40%15.08%35.60%8.89%52.88%-24.61%18.83%
KO
The Coca-Cola Company
14.56%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%

Correlation

The correlation between HUBB and KO is -0.11, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.11

Correlation (3Y)
Calculated over the trailing 3-year period

-0.01

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

0.15

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

0.24

Correlation (All Time)
Calculated using the full available price history since Dec 28, 2015

0.24

The correlation between HUBB and KO shifts across timeframes, from -0.11 (1 year) to 0.24 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

HUBB:

$25.86B

KO:

$343.14B

EPS

HUBB:

$16.89

KO:

$3.18

PE Ratio

HUBB:

28.71

KO:

25.04

PEG Ratio

HUBB:

1.20

KO:

3.02

PS Ratio

HUBB:

4.34

KO:

6.96

PB Ratio

HUBB:

6.84

KO:

10.20

Total Revenue (TTM)

HUBB:

$6.00B

KO:

$49.28B

Gross Profit (TTM)

HUBB:

$2.13B

KO:

$30.43B

EBITDA (TTM)

HUBB:

$1.44B

KO:

$18.35B

Compare stocks, funds, or ETFs

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Return for Risk

HUBB vs. KO — Risk / Return Rank

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

HUBB
HUBB Risk / Return Rank: 6767
Overall Rank
HUBB Sharpe Ratio Rank: 6969
Sharpe Ratio Rank
HUBB Sortino Ratio Rank: 6363
Sortino Ratio Rank
HUBB Omega Ratio Rank: 6161
Omega Ratio Rank
HUBB Calmar Ratio Rank: 6969
Calmar Ratio Rank
HUBB Martin Ratio Rank: 7272
Martin Ratio Rank

KO
KO Risk / Return Rank: 6969
Overall Rank
KO Sharpe Ratio Rank: 7171
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.

HUBB vs. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Hubbell Incorporated (HUBB) 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.


HUBBKODifference
Sharpe ratioReturn per unit of total volatility

-0.05

Sortino ratioReturn per unit of downside risk

-0.16

Omega ratioGain probability vs. loss probability

1.16

1.16

0.00

Calmar ratioReturn relative to maximum drawdown

1.40

1.87

-0.47

Martin ratioReturn relative to average drawdown

3.84

3.66

+0.19

HUBB vs. KO - Sharpe Ratio Comparison

The current HUBB Sharpe Ratio is 0.85, which is comparable to the KO Sharpe Ratio of 0.90. The chart below compares the historical Sharpe Ratios of HUBB 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.


Loading charts...

Sharpe Ratios by Period


HUBBKODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.85

0.90

-0.05

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.79

0.67

+0.12

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.67

0.50

+0.17

Sharpe Ratio (All Time)

Calculated using the full available price history

0.66

0.53

+0.12

Drawdowns

HUBB vs. KO - Drawdown Comparison

The maximum HUBB drawdown since its inception was -41.63%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for HUBB and KO.


Loading charts...

Drawdown Indicators


HUBBKODifference

Max Drawdown

Largest peak-to-trough decline

-41.63%

-68.23%

+26.60%

Max Drawdown (1Y)

Largest decline over 1 year

-17.36%

-7.89%

-9.47%

Max Drawdown (3Y)

Largest decline over 3 years

-32.65%

-16.26%

-16.39%

Max Drawdown (5Y)

Largest decline over 5 years

-32.65%

-17.27%

-15.38%

Max Drawdown (10Y)

Largest decline over 10 years

-41.63%

-36.99%

-4.64%

Current Drawdown

Current decline from peak

-12.79%

-2.91%

-9.88%

Average Drawdown

Average peak-to-trough decline

-7.42%

-16.09%

+8.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

6.31%

4.03%

+2.28%

Volatility

HUBB vs. KO - Volatility Comparison

Hubbell Incorporated (HUBB) has a higher volatility of 7.33% compared to The Coca-Cola Company (KO) at 5.81%. This indicates that HUBB'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.


Loading charts...

Volatility by Period


HUBBKODifference

Volatility (1M)

Calculated over the trailing 1-month period

7.33%

5.81%

+1.52%

Volatility (6M)

Calculated over the trailing 6-month period

22.27%

12.37%

+9.90%

Volatility (1Y)

Calculated over the trailing 1-year period

28.62%

16.37%

+12.25%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

29.19%

16.10%

+13.09%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.79%

18.21%

+10.58%

Dividends

HUBB vs. KO - Dividend Comparison

HUBB's dividend yield for the trailing twelve months is around 1.15%, less than KO's 2.59% yield.


PositionTTM20252024202320222021202020192018201720162015
HUBB
Hubbell Incorporated
1.15%1.21%1.19%1.39%1.82%1.92%2.37%2.32%3.17%2.12%2.22%0.00%
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

HUBB vs. KO - Financials Comparison

This section allows you to compare key financial metrics between Hubbell Incorporated 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


0.002.00B4.00B6.00B8.00B10.00B12.00B20222023202420252026
1.52B
12.47B
(HUBB) Total Revenue
(KO) Total Revenue
Values in USD except per share items

HUBB vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between Hubbell Incorporated 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%40.0%50.0%60.0%20222023202420252026
33.3%
63.0%
Portfolio components
HUBB - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Hubbell Incorporated reported a gross profit of 505.30M and revenue of 1.52B. Therefore, the gross margin over that period was 33.3%.

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%.

HUBB - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Hubbell Incorporated reported an operating income of 263.80M and revenue of 1.52B, resulting in an operating margin of 17.4%.

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%.

HUBB - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Hubbell Incorporated reported a net income of 181.80M and revenue of 1.52B, resulting in a net margin of 12.0%.

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


HUBB 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.

HUBB has higher volatility (7.33%) compared to KO (5.81%). In terms of maximum drawdown, HUBB dropped -41.63% vs KO's -68.23%.

KO currently has the higher Sharpe Ratio (0.90 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.

Portfolio Optimizer

Find the right allocation for HUBB and KO

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer