IBM vs. KO
Compare and contrast key facts about International Business Machines Corporation (IBM) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IBM or KO.
Key characteristics
| IBM | KO | |
|---|---|---|
| YTD Return | 12.23% | 3.57% |
| 1Y Return | 51.39% | -2.45% |
| 3Y Return (Ann) | 15.53% | 6.81% |
| 5Y Return (Ann) | 11.62% | 8.09% |
| 10Y Return (Ann) | 4.37% | 7.35% |
| Sharpe Ratio | 2.70 | -0.18 |
| Daily Std Dev | 18.79% | 13.13% |
| Max Drawdown | -69.40% | -68.23% |
| Current Drawdown | -8.03% | -2.84% |
Fundamentals
| IBM | KO | |
|---|---|---|
| Market Cap | $166.46B | $259.40B |
| EPS | $8.15 | $2.47 |
| PE Ratio | 22.28 | 24.36 |
| PEG Ratio | 4.20 | 2.93 |
| Revenue (TTM) | $61.86B | $45.75B |
| Gross Profit (TTM) | $32.69B | $25.00B |
| EBITDA (TTM) | $14.29B | $14.44B |
Correlation
The correlation between IBM and KO is 0.34, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
IBM vs. KO - Performance Comparison
In the year-to-date period, IBM achieves a 12.23% return, which is significantly higher than KO's 3.57% return. Over the past 10 years, IBM has underperformed KO with an annualized return of 4.37%, while KO has yielded a comparatively higher 7.35% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
IBM vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for International Business Machines Corporation (IBM) 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.
Dividends
IBM vs. KO - Dividend Comparison
IBM's dividend yield for the trailing twelve months is around 3.65%, more than KO's 3.08% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IBM International Business Machines Corporation | 3.65% | 4.05% | 4.68% | 4.74% | 5.17% | 4.79% | 5.46% | 3.84% | 3.31% | 3.63% | 2.65% | 1.97% |
KO The Coca-Cola Company | 3.08% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
IBM vs. KO - Drawdown Comparison
The maximum IBM drawdown since its inception was -69.40%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for IBM and KO. For additional features, visit the drawdowns tool.
Volatility
IBM vs. KO - Volatility Comparison
International Business Machines Corporation (IBM) has a higher volatility of 4.16% compared to The Coca-Cola Company (KO) at 3.80%. This indicates that IBM'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.
Financials
IBM vs. KO - Financials Comparison
This section allows you to compare key financial metrics between International Business Machines Corporation 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