KO vs. CARE
KO (The Coca-Cola Company) and CARE (Carter Bankshares, Inc.) are both stocks. KO operates in Beverages - Non-Alcoholic (Consumer Defensive), while CARE operates in Banks - Regional (Financial Services). Over the past 10 years, KO returned 9.55%/yr vs 9.15%/yr for CARE. At a 0.17 correlation, their price movements are largely independent.
Performance
KO vs. CARE - Performance Comparison
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Returns By Period
In the year-to-date period, KO achieves a 18.99% return, which is significantly lower than CARE's 52.54% return. Both investments have delivered pretty close results over the past 10 years, with KO having a 9.55% annualized return and CARE not far behind at 9.15%.
KO
- 1D
- 0.11%
- 1M
- 2.94%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 17.68%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
CARE
- 1D
- 1.07%
- 1M
- 12.31%
- YTD
- 52.54%
- 6M
- 50.09%
- 1Y
- 79.68%
- 3Y*
- 23.55%
- 5Y*
- 16.01%
- 10Y*
- 9.15%
KO vs. CARE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
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% |
CARE Carter Bankshares, Inc. | 52.54% | 11.77% | 17.50% | -9.76% | 7.80% | 43.56% | -54.48% | 58.13% | -14.53% | 32.05% |
Correlation
The correlation between KO and CARE is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.11 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.20 |
Correlation (All Time) Calculated using the full available price history since Aug 27, 2012 | 0.17 |
The correlation between KO and CARE shifts across timeframes, from 0.10 (1 year) to 0.20 (10 years), reflecting how their relationship changes across market environments.
Fundamentals
KO:
$356.42B
CARE:
$652.68M
KO:
$3.18
CARE:
$4.87
KO:
26.01
CARE:
6.13
KO:
3.14
CARE:
0.43
KO:
7.23
CARE:
2.07
KO:
10.60
CARE:
1.29
KO:
$49.28B
CARE:
$319.93M
KO:
$30.43B
CARE:
$256.97M
KO:
$18.35B
CARE:
$142.80M
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Return for Risk
KO vs. CARE — Risk / Return Rank
KO
CARE
KO vs. CARE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Carter Bankshares, Inc. (CARE). 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.
| KO | CARE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.97 | ||
| Sortino ratioReturn per unit of downside risk | -2.07 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.53 | -0.34 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 5.06 | -2.80 |
| Martin ratioReturn relative to average drawdown | 4.51 | 14.55 | -10.04 |
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Drawdowns
KO vs. CARE - Drawdown Comparison
The maximum KO drawdown since its inception was -68.23%, smaller than the maximum CARE drawdown of -73.17%. Use the drawdown chart below to compare losses from any high point for KO and CARE.
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Drawdown Indicators
| KO | CARE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.23% | -73.17% | +4.94% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -15.83% | +7.96% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -35.75% | +19.49% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -42.95% | +25.68% |
Max Drawdown (10Y)Largest decline over 10 years | -36.99% | -73.17% | +36.18% |
Current DrawdownCurrent decline from peak | -1.16% | 0.00% | -1.16% |
Average DrawdownAverage peak-to-trough decline | -16.09% | -19.46% | +3.37% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 5.50% | -1.52% |
Volatility
KO vs. CARE - Volatility Comparison
The current volatility for The Coca-Cola Company (KO) is 6.70%, while Carter Bankshares, Inc. (CARE) has a volatility of 8.65%. This indicates that KO experiences smaller price fluctuations and is considered to be less risky than CARE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KO | CARE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 8.65% | -1.95% |
Volatility (6M)Calculated over the trailing 6-month period | 12.87% | 18.11% | -5.24% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 26.45% | -9.72% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 31.05% | -14.87% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 36.81% | -18.57% |
Dividends
KO vs. CARE - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.49%, more than CARE's 0.33% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CARE Carter Bankshares, Inc. | 0.33% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 1.31% | 0.00% | 0.00% | 0.00% | 2.26% | 2.96% |
KO The Coca-Cola Company | 2.49% | 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. CARE - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Carter Bankshares, Inc.. 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
Frequently Asked Questions
KO and CARE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CARE has higher volatility (8.65%) compared to KO (6.70%). In terms of maximum drawdown, KO dropped -68.23% vs CARE's -73.17%.
CARE currently has the higher Sharpe Ratio (3.03 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.
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