KDP vs. DOC
KDP (Keurig Dr Pepper Inc.) and DOC (Physicians Realty Trust) are both stocks. KDP operates in Beverages - Non-Alcoholic (Consumer Defensive), while DOC operates in REIT - Healthcare Facilities (Real Estate). Over the past 10 years, KDP returned 10.46%/yr vs 0.15%/yr for DOC. At a 0.31 correlation, their price movements are largely independent.
Performance
KDP vs. DOC - Performance Comparison
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Returns By Period
In the year-to-date period, KDP achieves a 15.16% return, which is significantly lower than DOC's 32.47% return. Over the past 10 years, KDP has outperformed DOC with an annualized return of 10.46%, while DOC has yielded a comparatively lower 0.15% annualized return.
KDP
- 1D
- 1.54%
- 1M
- 9.61%
- YTD
- 15.16%
- 6M
- 9.30%
- 1Y
- -0.75%
- 3Y*
- 3.13%
- 5Y*
- 0.48%
- 10Y*
- 10.46%
DOC
- 1D
- 0.93%
- 1M
- 7.43%
- YTD
- 32.47%
- 6M
- 28.97%
- 1Y
- 27.61%
- 3Y*
- 6.30%
- 5Y*
- -4.81%
- 10Y*
- 0.15%
KDP vs. DOC - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KDP Keurig Dr Pepper Inc. | 15.16% | -10.14% | -1.05% | -4.24% | -1.23% | 17.49% | 13.03% | 15.43% | 65.97% | 9.76% |
DOC Physicians Realty Trust | 32.47% | -15.17% | 8.79% | -16.40% | -27.53% | 23.74% | -7.69% | 29.16% | 13.69% | -7.70% |
Correlation
The correlation between KDP and DOC is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.28 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.32 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Apr 28, 2008 | 0.31 |
The correlation between KDP and DOC shifts across timeframes, from 0.20 (1 year) to 0.32 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KDP:
$43.24B
DOC:
$14.38B
KDP:
$1.34
DOC:
$0.32
KDP:
23.59
DOC:
64.84
KDP:
2.55
DOC:
5.01
KDP:
2.07
DOC:
1.84
KDP:
$16.94B
DOC:
$2.87B
KDP:
$9.11B
DOC:
$609.74M
KDP:
$3.70B
DOC:
$1.78B
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Return for Risk
KDP vs. DOC — Risk / Return Rank
KDP
DOC
KDP vs. DOC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Keurig Dr Pepper Inc. (KDP) and Physicians Realty Trust (DOC). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| KDP | DOC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.95 | ||
| Sortino ratioReturn per unit of downside risk | -1.51 | ||
| Omega ratioGain probability vs. loss probability | 1.02 | 1.21 | -0.19 |
| Calmar ratioReturn relative to maximum drawdown | -0.04 | 1.57 | -1.61 |
| Martin ratioReturn relative to average drawdown | -0.06 | 3.28 | -3.34 |
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Drawdowns
KDP vs. DOC - Drawdown Comparison
The maximum KDP drawdown since its inception was -58.97%, roughly equal to the maximum DOC drawdown of -61.03%. Use the drawdown chart below to compare losses from any high point for KDP and DOC.
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Drawdown Indicators
| KDP | DOC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -58.97% | -61.03% | +2.06% |
Max Drawdown (1Y)Largest decline over 1 year | -27.48% | -17.09% | -10.39% |
Max Drawdown (3Y)Largest decline over 3 years | -30.99% | -29.00% | -1.99% |
Max Drawdown (5Y)Largest decline over 5 years | -31.20% | -54.07% | +22.87% |
Max Drawdown (10Y)Largest decline over 10 years | -36.87% | -54.07% | +17.20% |
Current DrawdownCurrent decline from peak | -12.28% | -27.23% | +14.95% |
Average DrawdownAverage peak-to-trough decline | -8.80% | -14.83% | +6.03% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 17.87% | 8.17% | +9.70% |
Volatility
KDP vs. DOC - Volatility Comparison
The current volatility for Keurig Dr Pepper Inc. (KDP) is 5.54%, while Physicians Realty Trust (DOC) has a volatility of 7.06%. This indicates that KDP experiences smaller price fluctuations and is considered to be less risky than DOC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KDP | DOC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.54% | 7.06% | -1.52% |
Volatility (6M)Calculated over the trailing 6-month period | 17.18% | 23.28% | -6.10% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.89% | 29.49% | -1.60% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 21.08% | 26.35% | -5.27% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 23.87% | 29.63% | -5.76% |
Dividends
KDP vs. DOC - Dividend Comparison
KDP's dividend yield for the trailing twelve months is around 2.90%, less than DOC's 5.90% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
DOC Physicians Realty Trust | 5.90% | 7.59% | 5.92% | 6.06% | 4.79% | 3.33% | 4.90% | 4.29% | 5.30% | 5.67% | 7.05% | 5.91% |
KDP Keurig Dr Pepper Inc. | 2.90% | 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. DOC - Financials Comparison
This section allows you to compare key financial metrics between Keurig Dr Pepper Inc. and Physicians Realty Trust. 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
KDP vs. DOC - Profitability Comparison
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%.
DOC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a gross profit of 404.94M and revenue of 752.95M. Therefore, the gross margin over that period was 53.8%.
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%.
DOC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported an operating income of 5.60M and revenue of 752.95M, resulting in an operating margin of 0.7%.
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%.
DOC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Physicians Realty Trust reported a net income of 193.63M and revenue of 752.95M, resulting in a net margin of 25.7%.
Frequently Asked Questions
KDP and DOC have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
DOC has higher volatility (7.06%) compared to KDP (5.54%). In terms of maximum drawdown, KDP dropped -58.97% vs DOC's -61.03%.
DOC currently has the higher Sharpe Ratio (0.91 vs -0.04), 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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