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KDP vs. CL
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KDP vs. CL - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Keurig Dr Pepper Inc. (KDP) and Colgate-Palmolive Company (CL). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KDP achieves a 11.67% return, which is significantly higher than CL's 10.27% return. Over the past 10 years, KDP has outperformed CL with an annualized return of 10.06%, while CL has yielded a comparatively lower 4.21% annualized return.


KDP

1D
0.72%
1M
6.66%
YTD
11.67%
6M
7.86%
1Y
-3.02%
3Y*
2.31%
5Y*
0.01%
10Y*
10.06%

CL

1D
-2.83%
1M
-1.69%
YTD
10.27%
6M
14.49%
1Y
-2.21%
3Y*
6.80%
5Y*
3.26%
10Y*
4.21%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KDP vs. CL - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KDP
Keurig Dr Pepper Inc.
11.67%-10.14%-1.05%-4.24%-1.23%17.49%13.03%15.43%65.97%9.76%
CL
Colgate-Palmolive Company
10.27%-10.98%16.57%3.78%-5.44%2.08%27.17%18.60%-19.19%17.88%

Correlation

The correlation between KDP and CL is 0.38, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.38

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

0.42

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

0.45

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

0.40

Correlation (All Time)
Calculated using the full available price history since Apr 29, 2008

0.43

Fundamentals

Market Cap

KDP:

$41.93B

CL:

$69.29B

EPS

KDP:

$1.34

CL:

$2.58

PE Ratio

KDP:

22.88

CL:

33.37

PEG Ratio

KDP:

2.76

CL:

8.62

PS Ratio

KDP:

2.47

CL:

3.35

PB Ratio

KDP:

2.01

CL:

477.90

Total Revenue (TTM)

KDP:

$16.94B

CL:

$20.80B

Gross Profit (TTM)

KDP:

$9.11B

CL:

$12.49B

EBITDA (TTM)

KDP:

$3.70B

CL:

$3.92B

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Return for Risk

KDP vs. CL — Risk / Return Rank

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

KDP
KDP Risk / Return Rank: 3636
Overall Rank
KDP Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
KDP Sortino Ratio Rank: 3232
Sortino Ratio Rank
KDP Omega Ratio Rank: 3131
Omega Ratio Rank
KDP Calmar Ratio Rank: 3939
Calmar Ratio Rank
KDP Martin Ratio Rank: 3939
Martin Ratio Rank

CL
CL Risk / Return Rank: 3535
Overall Rank
CL Sharpe Ratio Rank: 3838
Sharpe Ratio Rank
CL Sortino Ratio Rank: 3131
Sortino Ratio Rank
CL Omega Ratio Rank: 3131
Omega Ratio Rank
CL Calmar Ratio Rank: 3838
Calmar Ratio Rank
CL Martin Ratio Rank: 3939
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.

KDP vs. CL - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Keurig Dr Pepper Inc. (KDP) and Colgate-Palmolive Company (CL). 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.


KDPCLDifference
Sharpe ratioReturn per unit of total volatility

-0.01

Sortino ratioReturn per unit of downside risk

+0.03

Omega ratioGain probability vs. loss probability

1.01

1.00

0.00

Calmar ratioReturn relative to maximum drawdown

-0.11

-0.12

+0.01

Martin ratioReturn relative to average drawdown

-0.17

-0.20

+0.03

KDP vs. CL - Sharpe Ratio Comparison

The current KDP Sharpe Ratio is -0.11, which is comparable to the CL Sharpe Ratio of -0.10. The chart below compares the historical Sharpe Ratios of KDP and CL, 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


KDPCLDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

-0.11

-0.10

-0.01

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.00

0.17

-0.17

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.42

0.21

+0.21

Sharpe Ratio (All Time)

Calculated using the full available price history

0.56

0.42

+0.14

Drawdowns

KDP vs. CL - Drawdown Comparison

The maximum KDP drawdown since its inception was -57.42%, roughly equal to the maximum CL drawdown of -58.91%. Use the drawdown chart below to compare losses from any high point for KDP and CL.


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Drawdown Indicators


KDPCLDifference

Max Drawdown

Largest peak-to-trough decline

-57.42%

-58.91%

+1.49%

Max Drawdown (1Y)

Largest decline over 1 year

-27.48%

-18.64%

-8.84%

Max Drawdown (3Y)

Largest decline over 3 years

-30.99%

-29.05%

-1.94%

Max Drawdown (5Y)

Largest decline over 5 years

-31.20%

-29.05%

-2.15%

Max Drawdown (10Y)

Largest decline over 10 years

-36.87%

-29.05%

-7.82%

Current Drawdown

Current decline from peak

-14.94%

-17.54%

+2.60%

Average Drawdown

Average peak-to-trough decline

-8.57%

-11.24%

+2.67%

Ulcer Index

Depth and duration of drawdowns from previous peaks

17.84%

11.29%

+6.55%

Volatility

KDP vs. CL - Volatility Comparison

The current volatility for Keurig Dr Pepper Inc. (KDP) is 4.92%, while Colgate-Palmolive Company (CL) has a volatility of 7.77%. This indicates that KDP experiences smaller price fluctuations and is considered to be less risky than CL based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KDPCLDifference

Volatility (1M)

Calculated over the trailing 1-month period

4.92%

7.77%

-2.85%

Volatility (6M)

Calculated over the trailing 6-month period

16.98%

17.27%

-0.29%

Volatility (1Y)

Calculated over the trailing 1-year period

27.76%

21.67%

+6.09%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

21.05%

18.77%

+2.28%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

23.86%

19.74%

+4.12%

Dividends

KDP vs. CL - Dividend Comparison

KDP's dividend yield for the trailing twelve months is around 2.99%, more than CL's 2.43% yield.


PositionTTM20252024202320222021202020192018201720162015
CL
Colgate-Palmolive Company
2.43%2.61%2.18%2.40%2.36%2.10%2.05%2.48%2.79%2.11%2.37%2.25%
KDP
Keurig Dr Pepper Inc.
2.99%3.28%2.72%2.45%2.14%1.83%1.88%2.07%407.49%2.39%2.34%2.06%

Financials

KDP vs. CL - Financials Comparison

This section allows you to compare key financial metrics between Keurig Dr Pepper Inc. and Colgate-Palmolive 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


3.00B3.50B4.00B4.50B5.00B20222023202420252026
3.98B
5.32B
(KDP) Total Revenue
(CL) Total Revenue
Values in USD except per share items

KDP vs. CL - Profitability Comparison

The chart below illustrates the profitability comparison between Keurig Dr Pepper Inc. and Colgate-Palmolive Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

50.0%52.0%54.0%56.0%58.0%60.0%62.0%20222023202420252026
52.8%
60.6%
Portfolio components
KDP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported a gross profit of 2.10B and revenue of 3.98B. Therefore, the gross margin over that period was 52.8%.

CL - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a gross profit of 3.23B and revenue of 5.32B. Therefore, the gross margin over that period was 60.6%.

KDP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported an operating income of 756.00M and revenue of 3.98B, resulting in an operating margin of 19.0%.

CL - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported an operating income of 1.16B and revenue of 5.32B, resulting in an operating margin of 21.7%.

KDP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Keurig Dr Pepper Inc. reported a net income of 270.00M and revenue of 3.98B, resulting in a net margin of 6.8%.

CL - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Colgate-Palmolive Company reported a net income of 646.00M and revenue of 5.32B, resulting in a net margin of 12.1%.


Frequently Asked Questions


KDP and CL have a correlation of 0.38, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

CL has higher volatility (7.77%) compared to KDP (4.92%). In terms of maximum drawdown, KDP dropped -57.42% vs CL's -58.91%.

CL currently has the higher Sharpe Ratio (-0.10 vs -0.11), 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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