KO vs. CDUAF
KO (The Coca-Cola Company) and CDUAF (Canadian Utilities Limited) are both stocks. KO operates in Beverages - Non-Alcoholic (Consumer Defensive), while CDUAF operates in Utilities - Diversified (Utilities). Over the past 10 years, KO returned 10.64%/yr vs 7.88%/yr for CDUAF. Their 0.17 correlation means their historical movements had little consistent relationship.
Performance
KO vs. CDUAF - Performance Comparison
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Returns By Period
In the year-to-date period, KO achieves a 26.97% return, which is significantly lower than CDUAF's 31.32% return. Over the past 10 years, KO has outperformed CDUAF with an annualized return of 10.64%, while CDUAF has yielded a comparatively lower 7.88% annualized return.
KO
- 1D
- -1.02%
- 1M
- 7.75%
- 6M
- 18.65%
- YTD
- 26.97%
- 1Y
- 32.67%
- 3Y*
- 15.70%
- 5Y*
- 12.23%
- 10Y*
- 10.64%
- ALL TIME*
- 12.27%
CDUAF
- 1D
- -0.76%
- 1M
- 7.20%
- 6M
- 26.63%
- YTD
- 31.32%
- 1Y
- 51.07%
- 3Y*
- 24.47%
- 5Y*
- 12.01%
- 10Y*
- 7.88%
- ALL TIME*
- 3.30%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $3.27M | $2.89M | $1.49M | |
| $1.49B | $1.47B | $1.44B |
KO vs. CDUAF - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 26.97% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
CDUAF Canadian Utilities Limited | 31.32% | 35.10% | 6.34% | -6.25% | -1.87% | 25.16% | -14.69% | 37.49% | -19.67% | 15.55% |
Correlation
The correlation between KO and CDUAF is 0.17, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.17 |
Correlation (3Y) Balances recent behavior with more history. | 0.21 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.25 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.25 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.17 |
Fundamentals
KO:
$376.85B
CDUAF:
$8.23B
KO:
$3.32
CDUAF:
CA$0.35
KO:
26.39
CDUAF:
158.91
KO:
7.54
CDUAF:
4.32
KO:
10.45
CDUAF:
3.03
KO:
$50.13B
CDUAF:
CA$3.54B
KO:
$31.02B
CDUAF:
CA$1.15B
KO:
$19.57B
CDUAF:
CA$1.78B
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Return for Risk
KO vs. CDUAF — Risk / Return Rank
KO
CDUAF
KO vs. CDUAF - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Canadian Utilities Limited (CDUAF). 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 | CDUAF | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.42 | ||
| Sortino ratioReturn per unit of downside risk | -1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.61 | -0.29 |
| Calmar ratioReturn relative to maximum drawdown | 4.17 | 9.60 | -5.42 |
| Martin ratioReturn relative to average drawdown | 9.09 | 23.94 | -14.84 |
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Drawdowns
KO vs. CDUAF - Drawdown Comparison
The maximum KO drawdown since its inception was -68.23%, roughly equal to the maximum CDUAF drawdown of -71.22%. Use the drawdown chart below to compare losses from any high point for KO and CDUAF.
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Drawdown Indicators
| KO | CDUAF | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.23% | -71.22% | +2.99% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -5.35% | -2.52% |
Max Drawdown (3Y)Largest decline over 3 years | -15.50% | -13.56% | -1.94% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -31.94% | +14.67% |
Max Drawdown (10Y)Largest decline over 10 years | -36.99% | -41.92% | +4.93% |
Current DrawdownCurrent decline from peak | -1.67% | -9.04% | +7.37% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -39.68% | +23.62% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 2.14% | +1.46% |
Volatility
KO vs. CDUAF - Volatility Comparison
The Coca-Cola Company (KO) has a higher volatility of 9.09% compared to Canadian Utilities Limited (CDUAF) at 5.29%. This indicates that KO's price experiences larger fluctuations and is considered to be riskier than CDUAF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KO | CDUAF | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 5.29% | +3.80% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 12.42% | +2.64% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 16.46% | +2.20% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 19.13% | -2.49% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 24.16% | -5.74% |
Dividends
KO vs. CDUAF - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.37%, less than CDUAF's 3.34% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CDUAF Canadian Utilities Limited | 3.34% | 4.21% | 5.47% | 6.05% | 5.03% | 4.85% | 5.32% | 4.24% | 4.49% | 4.82% | 4.82% | 5.11% |
KO The Coca-Cola Company | 2.37% | 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. CDUAF - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Canadian Utilities Limited. 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
KO vs. CDUAF - Profitability Comparison
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a gross profit of 8.42B and revenue of 13.38B. Therefore, the gross margin over that period was 62.9%.
CDUAF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported a gross profit of 346.15M and revenue of 914.40M. Therefore, the gross margin over that period was 37.9%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported an operating income of 4.67B and revenue of 13.38B, resulting in an operating margin of 34.9%.
CDUAF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported an operating income of 271.12M and revenue of 914.40M, resulting in an operating margin of 29.7%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a net income of 4.43B and revenue of 13.38B, resulting in a net margin of 33.1%.
CDUAF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, Canadian Utilities Limited reported a net income of 128.06M and revenue of 914.40M, resulting in a net margin of 14.0%.
Frequently Asked Questions
KO and CDUAF have a correlation of 0.17, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (9.09%) compared to CDUAF (5.29%). In terms of maximum drawdown, KO dropped -68.23% vs CDUAF's -71.22%.
CDUAF currently has the higher Sharpe Ratio (3.18 vs 1.76), 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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