ISMAY vs. KO
ISMAY (Indra Sistemas SA) and KO (The Coca-Cola Company) are both stocks. ISMAY operates in Information Technology Services (Technology), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, ISMAY returned 19.25%/yr vs 9.11%/yr for KO. At a 0.11 correlation, their price movements are largely independent.
Performance
ISMAY vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, ISMAY achieves a 7.10% return, which is significantly lower than KO's 13.43% return. Over the past 10 years, ISMAY has outperformed KO with an annualized return of 19.25%, while KO has yielded a comparatively lower 9.11% annualized return.
ISMAY
- 1D
- -1.81%
- 1M
- 5.04%
- YTD
- 7.10%
- 6M
- 10.11%
- 1Y
- 45.18%
- 3Y*
- 78.39%
- 5Y*
- 50.02%
- 10Y*
- 19.25%
KO
- 1D
- 0.45%
- 1M
- 0.73%
- YTD
- 13.43%
- 6M
- 11.99%
- 1Y
- 13.89%
- 3Y*
- 12.09%
- 5Y*
- 10.20%
- 10Y*
- 9.11%
ISMAY vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
ISMAY Indra Sistemas SA | 7.10% | 237.22% | 12.29% | 41.74% | 6.62% | 24.86% | -22.87% | 17.99% | -31.73% | 25.27% |
KO The Coca-Cola Company | 13.43% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between ISMAY and KO is -0.13, 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 | -0.13 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.00 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.04 |
Correlation (All Time) Calculated using the full available price history since Jan 24, 2011 | 0.11 |
The correlation between ISMAY and KO shifts across timeframes, from -0.13 (1 year) to 0.11 (all time), reflecting how their relationship changes across market environments.
Fundamentals
ISMAY:
$5.38B
KO:
$339.77B
ISMAY:
$2.95
KO:
$3.18
ISMAY:
10.39
KO:
24.80
ISMAY:
0.82
KO:
2.99
ISMAY:
0.84
KO:
6.89
ISMAY:
2.92
KO:
10.10
ISMAY:
$5.63B
KO:
$49.28B
ISMAY:
$764.42M
KO:
$30.43B
ISMAY:
$796.40M
KO:
$18.35B
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Return for Risk
ISMAY vs. KO — Risk / Return Rank
ISMAY
KO
ISMAY vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Indra Sistemas SA (ISMAY) 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.
| ISMAY | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.01 | ||
| Sortino ratioReturn per unit of downside risk | +0.06 | ||
| Omega ratioGain probability vs. loss probability | 1.18 | 1.16 | +0.03 |
| Calmar ratioReturn relative to maximum drawdown | 1.39 | 1.77 | -0.38 |
| Martin ratioReturn relative to average drawdown | 3.65 | 3.48 | +0.18 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| ISMAY | KO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.87 | 0.88 | -0.01 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 1.08 | 0.64 | +0.44 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.45 | 0.50 | -0.05 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.22 | 0.53 | -0.31 |
Drawdowns
ISMAY vs. KO - Drawdown Comparison
The maximum ISMAY drawdown since its inception was -72.02%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for ISMAY and KO.
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Drawdown Indicators
| ISMAY | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -72.02% | -68.23% | -3.79% |
Max Drawdown (1Y)Largest decline over 1 year | -32.72% | -7.89% | -24.83% |
Max Drawdown (3Y)Largest decline over 3 years | -32.72% | -16.26% | -16.46% |
Max Drawdown (5Y)Largest decline over 5 years | -42.93% | -17.27% | -25.66% |
Max Drawdown (10Y)Largest decline over 10 years | -63.96% | -36.99% | -26.97% |
Current DrawdownCurrent decline from peak | -20.08% | -3.86% | -16.22% |
Average DrawdownAverage peak-to-trough decline | -38.03% | -16.09% | -21.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 12.44% | 4.00% | +8.44% |
Volatility
ISMAY vs. KO - Volatility Comparison
Indra Sistemas SA (ISMAY) has a higher volatility of 14.38% compared to The Coca-Cola Company (KO) at 4.16%. This indicates that ISMAY'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
| ISMAY | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 14.38% | 4.16% | +10.22% |
Volatility (6M)Calculated over the trailing 6-month period | 42.99% | 11.79% | +31.20% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.73% | 15.86% | +36.87% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 46.64% | 16.00% | +30.64% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 42.78% | 18.16% | +24.62% |
Dividends
ISMAY vs. KO - Dividend Comparison
ISMAY's dividend yield for the trailing twelve months is around 0.47%, less than KO's 2.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ISMAY Indra Sistemas SA | 0.47% | 0.51% | 1.59% | 1.77% | 1.43% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 2.62% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Financials
ISMAY vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Indra Sistemas SA 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
ISMAY vs. KO - Profitability Comparison
ISMAY - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported a gross profit of 60.38M and revenue of 1.36B. Therefore, the gross margin over that period was 4.5%.
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%.
ISMAY - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported an operating income of 121.97M and revenue of 1.36B, resulting in an operating margin of 9.0%.
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%.
ISMAY - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Indra Sistemas SA reported a net income of 77.35M and revenue of 1.36B, resulting in a net margin of 5.7%.
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
ISMAY and KO have a correlation of -0.13, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
ISMAY has higher volatility (14.38%) compared to KO (4.16%). In terms of maximum drawdown, ISMAY dropped -72.02% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (0.88 vs 0.87), 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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