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KO vs. APLD
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KO vs. APLD - Performance Comparison

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

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Returns By Period

In the year-to-date period, KO achieves a 18.99% return, which is significantly lower than APLD's 74.14% return. Over the past 10 years, KO has underperformed APLD with an annualized return of 9.55%, while APLD has yielded a comparatively higher 125.13% annualized return.


KO

1D
0.11%
1M
2.70%
YTD
18.99%
6M
17.96%
1Y
18.86%
3Y*
14.33%
5Y*
11.29%
10Y*
9.55%

APLD

1D
2.97%
1M
-8.58%
YTD
74.14%
6M
53.27%
1Y
281.93%
3Y*
69.23%
5Y*
112.30%
10Y*
125.13%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KO vs. APLD - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KO
The Coca-Cola Company
18.99%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%
APLD
Applied Digital Corporation
74.14%220.94%13.35%266.30%-56.09%11,789.90%389.44%-34.55%64.99%-33.33%

Correlation

The correlation between KO and APLD is -0.12, 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

-0.12

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

-0.03

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

0.00

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

0.01

Correlation (All Time)
Calculated using the full available price history since Oct 22, 2008

0.02

The correlation between KO and APLD shifts across timeframes, from -0.12 (1 year) to 0.02 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KO:

$356.42B

APLD:

$11.60B

EPS

KO:

$3.18

APLD:

-$0.72

PS Ratio

KO:

7.23

APLD:

28.94

PB Ratio

KO:

10.60

APLD:

7.37

Total Revenue (TTM)

KO:

$49.28B

APLD:

$390.57M

Gross Profit (TTM)

KO:

$30.43B

APLD:

$124.93M

EBITDA (TTM)

KO:

$18.35B

APLD:

-$154.66M

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Return for Risk

KO vs. APLD — Risk / Return Rank

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

KO
KO Risk / Return Rank: 7474
Overall Rank
KO Sharpe Ratio Rank: 7575
Sharpe Ratio Rank
KO Sortino Ratio Rank: 7272
Sortino Ratio Rank
KO Omega Ratio Rank: 6767
Omega Ratio Rank
KO Calmar Ratio Rank: 7979
Calmar Ratio Rank
KO Martin Ratio Rank: 7575
Martin Ratio Rank

APLD
APLD Risk / Return Rank: 9090
Overall Rank
APLD Sharpe Ratio Rank: 9292
Sharpe Ratio Rank
APLD Sortino Ratio Rank: 8989
Sortino Ratio Rank
APLD Omega Ratio Rank: 8585
Omega Ratio Rank
APLD Calmar Ratio Rank: 9292
Calmar Ratio Rank
APLD Martin Ratio Rank: 9191
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.

KO vs. APLD - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Applied Digital Corporation (APLD). 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.


KOAPLDDifference
Sharpe ratioReturn per unit of total volatility

-1.21

Sortino ratioReturn per unit of downside risk

-1.19

Omega ratioGain probability vs. loss probability

1.19

1.33

-0.14

Calmar ratioReturn relative to maximum drawdown

2.26

4.83

-2.57

Martin ratioReturn relative to average drawdown

4.51

11.72

-7.21

KO vs. APLD - Sharpe Ratio Comparison

The current KO Sharpe Ratio is 1.06, which is lower than the APLD Sharpe Ratio of 2.27. The chart below compares the historical Sharpe Ratios of KO and APLD, 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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Drawdowns

KO vs. APLD - Drawdown Comparison

The maximum KO drawdown since its inception was -68.23%, smaller than the maximum APLD drawdown of -99.73%. Use the drawdown chart below to compare losses from any high point for KO and APLD.


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Drawdown Indicators


KOAPLDDifference

Max Drawdown

Largest peak-to-trough decline

-68.23%

-99.73%

+31.50%

Max Drawdown (1Y)

Largest decline over 1 year

-7.87%

-50.31%

+42.44%

Max Drawdown (3Y)

Largest decline over 3 years

-16.26%

-76.66%

+60.40%

Max Drawdown (5Y)

Largest decline over 5 years

-17.27%

-82.61%

+65.34%

Max Drawdown (10Y)

Largest decline over 10 years

-36.99%

-89.80%

+52.81%

Current Drawdown

Current decline from peak

-1.16%

-14.00%

+12.84%

Average Drawdown

Average peak-to-trough decline

-16.09%

-74.86%

+58.77%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.98%

21.22%

-17.24%

Volatility

KO vs. APLD - Volatility Comparison

The current volatility for The Coca-Cola Company (KO) is 6.70%, while Applied Digital Corporation (APLD) has a volatility of 33.15%. This indicates that KO experiences smaller price fluctuations and is considered to be less risky than APLD based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KOAPLDDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.70%

33.15%

-26.45%

Volatility (6M)

Calculated over the trailing 6-month period

12.87%

80.49%

-67.62%

Volatility (1Y)

Calculated over the trailing 1-year period

16.73%

107.13%

-90.40%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.18%

165.20%

-149.02%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.24%

301.46%

-283.22%

Dividends

KO vs. APLD - Dividend Comparison

KO's dividend yield for the trailing twelve months is around 2.49%, while APLD has not paid dividends to shareholders.


PositionTTM20252024202320222021202020192018201720162015
APLD
Applied Digital Corporation
0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%0.00%
KO
The Coca-Cola Company
1.88%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%

Financials

KO vs. APLD - Financials Comparison

This section allows you to compare key financial metrics between The Coca-Cola Company and Applied Digital Corporation. 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
12.47B
161.76M
(KO) Total Revenue
(APLD) Total Revenue
Values in USD except per share items

KO vs. APLD - Profitability Comparison

The chart below illustrates the profitability comparison between The Coca-Cola Company and Applied Digital Corporation over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

0.0%20.0%40.0%60.0%20222023202420252026
63.0%
51.0%
Portfolio components
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%.

APLD - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a gross profit of 82.52M and revenue of 161.76M. Therefore, the gross margin over that period was 51.0%.

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%.

APLD - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported an operating income of -62.13M and revenue of 161.76M, resulting in an operating margin of -38.4%.

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%.

APLD - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Applied Digital Corporation reported a net income of -104.11M and revenue of 161.76M, resulting in a net margin of -64.4%.


Frequently Asked Questions


KO and APLD have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

APLD has higher volatility (33.15%) compared to KO (6.70%). In terms of maximum drawdown, KO dropped -68.23% vs APLD's -99.73%.

APLD currently has the higher Sharpe Ratio (2.27 vs 1.06), 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 KO and APLD

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

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