KO vs. BRK-B
Compare and contrast key facts about The Coca-Cola Company (KO) and Berkshire Hathaway Inc. (BRK-B).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KO or BRK-B.
Key characteristics
KO | BRK-B | |
---|---|---|
YTD Return | 4.65% | 17.91% |
1Y Return | 2.05% | 37.74% |
3Y Return (Ann) | 7.57% | 17.59% |
5Y Return (Ann) | 8.82% | 15.95% |
10Y Return (Ann) | 8.09% | 12.92% |
Sharpe Ratio | 0.22 | 3.21 |
Daily Std Dev | 12.73% | 12.16% |
Max Drawdown | -68.23% | -53.86% |
Current Drawdown | -1.83% | 0.00% |
Fundamentals
KO | BRK-B | |
---|---|---|
Market Cap | $260.78B | $890.80B |
EPS | $2.47 | $44.29 |
PE Ratio | 24.49 | 9.29 |
PEG Ratio | 3.04 | 10.06 |
Revenue (TTM) | $45.75B | $364.48B |
Gross Profit (TTM) | $25.00B | -$28.09B |
EBITDA (TTM) | $14.44B | $135.68B |
Correlation
The correlation between KO and BRK-B is 0.32, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
KO vs. BRK-B - Performance Comparison
In the year-to-date period, KO achieves a 4.65% return, which is significantly lower than BRK-B's 17.91% return. Over the past 10 years, KO has underperformed BRK-B with an annualized return of 8.09%, while BRK-B has yielded a comparatively higher 12.92% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Risk-Adjusted Performance
KO vs. BRK-B - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Berkshire Hathaway Inc. (BRK-B). 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.
Sharpe ratio | Sortino ratio | Omega ratio | Calmar ratio | Ulcer Index | |
---|---|---|---|---|---|
The Coca-Cola Company | 0.22 | ||||
Berkshire Hathaway Inc. | 3.21 |
Dividends
KO vs. BRK-B - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 3.05%, while BRK-B has not paid dividends to shareholders.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
The Coca-Cola Company | 3.05% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Berkshire Hathaway Inc. | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
KO vs. BRK-B - Drawdown Comparison
The maximum KO drawdown since its inception was -68.23%, which is greater than BRK-B's maximum drawdown of -53.86%. The drawdown chart below compares losses from any high point along the way for KO and BRK-B
Volatility
KO vs. BRK-B - Volatility Comparison
The current volatility for The Coca-Cola Company (KO) is 2.73%, while Berkshire Hathaway Inc. (BRK-B) has a volatility of 3.04%. This indicates that KO experiences smaller price fluctuations and is considered to be less risky than BRK-B based on this measure. The chart below showcases a comparison of their rolling one-month volatility.