Correlation
The correlation between KO and COST is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
KO vs. COST
Compare and contrast key facts about The Coca-Cola Company (KO) and Costco Wholesale Corporation (COST).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KO or COST.
Performance
KO vs. COST - Performance Comparison
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Key characteristics
KO:
1.13
COST:
1.25
KO:
1.56
COST:
1.70
KO:
1.19
COST:
1.23
KO:
1.13
COST:
1.54
KO:
2.47
COST:
4.43
KO:
7.07%
COST:
6.00%
KO:
17.09%
COST:
21.99%
KO:
-68.22%
COST:
-53.39%
KO:
-2.88%
COST:
-6.23%
Fundamentals
KO:
$308.92B
COST:
$447.45B
KO:
$2.49
COST:
$17.14
KO:
28.82
COST:
58.84
KO:
2.72
COST:
5.34
KO:
6.59
COST:
1.69
KO:
11.79
COST:
17.49
KO:
$46.89B
COST:
$264.09B
KO:
$28.64B
COST:
$35.11B
KO:
$16.01B
COST:
$11.25B
Returns By Period
In the year-to-date period, KO achieves a 16.13% return, which is significantly higher than COST's 10.33% return. Over the past 10 years, KO has underperformed COST with an annualized return of 9.17%, while COST has yielded a comparatively higher 23.70% annualized return.
KO
16.13%
-0.19%
13.15%
19.22%
7.05%
13.20%
9.17%
COST
10.33%
3.34%
5.21%
25.19%
33.93%
29.35%
23.70%
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Risk-Adjusted Performance
KO vs. COST — Risk-Adjusted Performance Rank
KO
COST
KO vs. COST - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Costco Wholesale Corporation (COST). 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.
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Dividends
KO vs. COST - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.74%, more than COST's 0.47% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.74% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
COST Costco Wholesale Corporation | 0.47% | 0.49% | 2.87% | 0.76% | 0.54% | 3.38% | 0.86% | 1.08% | 4.81% | 1.09% | 4.06% | 0.97% |
Drawdowns
KO vs. COST - Drawdown Comparison
The maximum KO drawdown since its inception was -68.22%, which is greater than COST's maximum drawdown of -53.39%. Use the drawdown chart below to compare losses from any high point for KO and COST.
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Volatility
KO vs. COST - Volatility Comparison
The Coca-Cola Company (KO) has a higher volatility of 5.27% compared to Costco Wholesale Corporation (COST) at 4.19%. This indicates that KO's price experiences larger fluctuations and is considered to be riskier than COST based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
KO vs. COST - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Costco Wholesale 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.
Total Revenue: Total amount of money received from sales and other business activities
KO vs. COST - Profitability Comparison
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
COST - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a gross profit of 9.61B and revenue of 63.72B. Therefore, the gross margin over that period was 15.1%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
COST - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported an operating income of 2.32B and revenue of 63.72B, resulting in an operating margin of 3.6%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.
COST - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Costco Wholesale Corporation reported a net income of 1.79B and revenue of 63.72B, resulting in a net margin of 2.8%.