KO vs. MC
KO (The Coca-Cola Company) and MC (Moelis & Company) are both stocks. KO operates in Beverages - Non-Alcoholic (Consumer Defensive), while MC operates in Capital Markets (Financial Services). Over the past 10 years, KO returned 9.55%/yr vs 18.82%/yr for MC. At a 0.17 correlation, their price movements are largely independent.
Performance
KO vs. MC - Performance Comparison
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Returns By Period
In the year-to-date period, KO achieves a 18.99% return, which is significantly higher than MC's 0.47% return. Over the past 10 years, KO has underperformed MC with an annualized return of 9.55%, while MC has yielded a comparatively higher 18.82% annualized return.
KO
- 1D
- 0.11%
- 1M
- 2.23%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 18.86%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
MC
- 1D
- -1.78%
- 1M
- 6.23%
- YTD
- 0.47%
- 6M
- -0.98%
- 1Y
- 25.81%
- 3Y*
- 19.10%
- 5Y*
- 10.06%
- 10Y*
- 18.82%
KO vs. MC - 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% |
MC Moelis & Company | 0.47% | -3.13% | 37.14% | 54.90% | -35.18% | 49.03% | 62.83% | 0.80% | -22.52% | 52.49% |
Correlation
The correlation between KO and MC is -0.18, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.18 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.02 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.12 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.15 |
Correlation (All Time) Calculated using the full available price history since Apr 16, 2014 | 0.17 |
The correlation between KO and MC shifts across timeframes, from -0.18 (1 year) to 0.17 (all time), reflecting how their relationship changes across market environments.
Fundamentals
KO:
$356.42B
MC:
$5.38B
KO:
$3.18
MC:
$2.79
KO:
26.01
MC:
24.24
KO:
3.14
MC:
1.39
KO:
7.23
MC:
3.50
KO:
10.60
MC:
11.05
KO:
$49.28B
MC:
$1.53B
KO:
$30.43B
MC:
$1.06B
KO:
$18.35B
MC:
$300.04M
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Return for Risk
KO vs. MC — Risk / Return Rank
KO
MC
KO vs. MC - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Moelis & Company (MC). 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 | MC | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +0.50 | ||
| Sortino ratioReturn per unit of downside risk | +0.77 | ||
| Omega ratioGain probability vs. loss probability | 1.19 | 1.12 | +0.07 |
| Calmar ratioReturn relative to maximum drawdown | 2.26 | 0.59 | +1.67 |
| Martin ratioReturn relative to average drawdown | 4.51 | 1.41 | +3.10 |
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Drawdowns
KO vs. MC - Drawdown Comparison
The maximum KO drawdown since its inception was -68.23%, which is greater than MC's maximum drawdown of -58.26%. Use the drawdown chart below to compare losses from any high point for KO and MC.
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Drawdown Indicators
| KO | MC | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.23% | -58.26% | -9.97% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -33.26% | +25.39% |
Max Drawdown (3Y)Largest decline over 3 years | -16.26% | -39.31% | +23.05% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -53.06% | +35.79% |
Max Drawdown (10Y)Largest decline over 10 years | -36.99% | -58.26% | +21.27% |
Current DrawdownCurrent decline from peak | -1.16% | -11.45% | +10.29% |
Average DrawdownAverage peak-to-trough decline | -16.09% | -20.29% | +4.20% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.98% | 13.89% | -9.91% |
Volatility
KO vs. MC - Volatility Comparison
The current volatility for The Coca-Cola Company (KO) is 6.70%, while Moelis & Company (MC) has a volatility of 10.99%. This indicates that KO experiences smaller price fluctuations and is considered to be less risky than MC based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KO | MC | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.70% | 10.99% | -4.29% |
Volatility (6M)Calculated over the trailing 6-month period | 12.87% | 26.59% | -13.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 16.73% | 34.99% | -18.26% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.18% | 36.80% | -20.62% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.24% | 36.00% | -17.76% |
Dividends
KO vs. MC - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.49%, less than MC's 3.84% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 1.88% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
MC Moelis & Company | 3.84% | 3.78% | 3.25% | 4.28% | 6.25% | 10.88% | 8.88% | 10.18% | 14.19% | 5.11% | 9.71% | 3.43% |
Financials
KO vs. MC - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Moelis & Company. 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. MC - Profitability Comparison
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%.
MC - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a gross profit of 109.37M and revenue of 319.78M. Therefore, the gross margin over that period was 34.2%.
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%.
MC - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported an operating income of 40.50M and revenue of 319.78M, resulting in an operating margin of 12.7%.
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%.
MC - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Moelis & Company reported a net income of 38.43M and revenue of 319.78M, resulting in a net margin of 12.0%.
Frequently Asked Questions
KO and MC have a correlation of -0.18, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
MC has higher volatility (10.99%) compared to KO (6.70%). In terms of maximum drawdown, KO dropped -68.23% vs MC's -58.26%.
KO currently has the higher Sharpe Ratio (1.06 vs 0.56), 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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