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

Performance

KO vs. ATO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in The Coca-Cola Company (KO) and Atmos Energy Corporation (ATO). 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 18.86% return, which is significantly higher than ATO's 1.49% return. Over the past 10 years, KO has underperformed ATO with an annualized return of 9.52%, while ATO has yielded a comparatively higher 10.90% annualized return.


KO

1D
-1.27%
1M
3.12%
YTD
18.86%
6M
20.24%
1Y
17.83%
3Y*
14.44%
5Y*
11.27%
10Y*
9.52%

ATO

1D
-0.61%
1M
-7.01%
YTD
1.49%
6M
1.81%
1Y
12.80%
3Y*
15.49%
5Y*
13.35%
10Y*
10.90%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KO vs. ATO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KO
The Coca-Cola Company
18.86%15.60%8.88%-4.43%10.61%11.37%2.47%20.60%6.77%14.38%
ATO
Atmos Energy Corporation
1.49%23.07%23.35%6.17%9.63%12.75%-12.73%23.14%10.39%18.41%

Correlation

The correlation between KO and ATO is 0.32, which is low. Their price movements are largely independent, making them effective diversification partners.


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

0.32

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

0.44

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

0.48

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

0.47

Correlation (All Time)
Calculated using the full available price history since Jan 2, 1987

0.26

The correlation between KO and ATO shifts across timeframes, from 0.26 (all time) to 0.48 (5 years), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KO:

$356.03B

ATO:

$28.23B

EPS

KO:

$3.18

ATO:

$8.23

PE Ratio

KO:

25.98

ATO:

20.45

PEG Ratio

KO:

3.14

ATO:

2.01

PS Ratio

KO:

7.22

ATO:

5.64

PB Ratio

KO:

10.59

ATO:

0.98

Total Revenue (TTM)

KO:

$49.28B

ATO:

$4.88B

Gross Profit (TTM)

KO:

$30.43B

ATO:

$1.61B

EBITDA (TTM)

KO:

$18.35B

ATO:

$2.57B

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Return for Risk

KO vs. ATO — Risk / Return Rank

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

KO
KO Risk / Return Rank: 7575
Overall Rank
KO Sharpe Ratio Rank: 7777
Sharpe Ratio Rank
KO Sortino Ratio Rank: 7373
Sortino Ratio Rank
KO Omega Ratio Rank: 6868
Omega Ratio Rank
KO Calmar Ratio Rank: 8080
Calmar Ratio Rank
KO Martin Ratio Rank: 7676
Martin Ratio Rank

ATO
ATO Risk / Return Rank: 6666
Overall Rank
ATO Sharpe Ratio Rank: 7070
Sharpe Ratio Rank
ATO Sortino Ratio Rank: 6262
Sortino Ratio Rank
ATO Omega Ratio Rank: 6161
Omega Ratio Rank
ATO Calmar Ratio Rank: 6565
Calmar Ratio Rank
ATO Martin Ratio Rank: 7070
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. ATO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Atmos Energy Corporation (ATO). 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.


KOATODifference
Sharpe ratioReturn per unit of total volatility

+0.24

Sortino ratioReturn per unit of downside risk

+0.52

Omega ratioGain probability vs. loss probability

1.19

1.15

+0.04

Calmar ratioReturn relative to maximum drawdown

2.28

1.02

+1.25

Martin ratioReturn relative to average drawdown

4.49

3.11

+1.38

KO vs. ATO - Sharpe Ratio Comparison

The current KO Sharpe Ratio is 1.07, which is comparable to the ATO Sharpe Ratio of 0.83. The chart below compares the historical Sharpe Ratios of KO and ATO, 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. ATO - Drawdown Comparison

The maximum KO drawdown since its inception was -68.23%, which is greater than ATO's maximum drawdown of -51.94%. Use the drawdown chart below to compare losses from any high point for KO and ATO.


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Drawdown Indicators


KOATODifference

Max Drawdown

Largest peak-to-trough decline

-68.23%

-51.94%

-16.29%

Max Drawdown (1Y)

Largest decline over 1 year

-7.87%

-12.58%

+4.71%

Max Drawdown (3Y)

Largest decline over 3 years

-16.26%

-16.87%

+0.61%

Max Drawdown (5Y)

Largest decline over 5 years

-17.27%

-19.08%

+1.81%

Max Drawdown (10Y)

Largest decline over 10 years

-36.99%

-32.91%

-4.08%

Current Drawdown

Current decline from peak

-1.27%

-12.02%

+10.75%

Average Drawdown

Average peak-to-trough decline

-16.09%

-8.56%

-7.53%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.98%

4.12%

-0.14%

Volatility

KO vs. ATO - Volatility Comparison

The Coca-Cola Company (KO) has a higher volatility of 6.71% compared to Atmos Energy Corporation (ATO) at 5.15%. This indicates that KO's price experiences larger fluctuations and is considered to be riskier than ATO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KOATODifference

Volatility (1M)

Calculated over the trailing 1-month period

6.71%

5.15%

+1.56%

Volatility (6M)

Calculated over the trailing 6-month period

12.87%

11.21%

+1.66%

Volatility (1Y)

Calculated over the trailing 1-year period

16.74%

15.51%

+1.23%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

16.19%

18.59%

-2.40%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

18.24%

21.24%

-3.00%

Dividends

KO vs. ATO - Dividend Comparison

KO's dividend yield for the trailing twelve months is around 2.50%, more than ATO's 2.30% yield.


PositionTTM20252024202320222021202020192018201720162015
ATO
Atmos Energy Corporation
2.30%2.15%2.36%2.61%2.48%2.44%2.46%1.92%2.14%2.14%2.31%2.52%
KO
The Coca-Cola Company
2.50%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. ATO - Financials Comparison

This section allows you to compare key financial metrics between The Coca-Cola Company and Atmos Energy 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
1.96B
(KO) Total Revenue
(ATO) Total Revenue
Values in USD except per share items

KO vs. ATO - Profitability Comparison

The chart below illustrates the profitability comparison between The Coca-Cola Company and Atmos Energy 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%80.0%20222023202420252026
63.0%
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%.

ATO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Atmos Energy Corporation reported a gross profit of 0.00 and revenue of 1.96B. Therefore, the gross margin over that period was 0.0%.

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%.

ATO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Atmos Energy Corporation reported an operating income of 764.80M and revenue of 1.96B, resulting in an operating margin of 39.0%.

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%.

ATO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Atmos Energy Corporation reported a net income of 581.90M and revenue of 1.96B, resulting in a net margin of 29.7%.


Frequently Asked Questions


KO and ATO have a correlation of 0.32, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

KO has higher volatility (6.71%) compared to ATO (5.15%). In terms of maximum drawdown, KO dropped -68.23% vs ATO's -51.94%.

KO currently has the higher Sharpe Ratio (1.07 vs 0.83), 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 ATO

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