Correlation
The correlation between KO and NVS is 0.47, 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. NVS
Compare and contrast key facts about The Coca-Cola Company (KO) and Novartis AG (NVS).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KO or NVS.
Performance
KO vs. NVS - Performance Comparison
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Key characteristics
KO:
1.17
NVS:
0.95
KO:
1.76
NVS:
1.43
KO:
1.22
NVS:
1.20
KO:
1.30
NVS:
1.02
KO:
2.84
NVS:
2.18
KO:
7.08%
NVS:
9.32%
KO:
17.06%
NVS:
20.20%
KO:
-68.22%
NVS:
-41.72%
KO:
-2.44%
NVS:
-0.80%
Fundamentals
KO:
$307.71B
NVS:
$222.36B
KO:
$2.49
NVS:
$6.38
KO:
28.71
NVS:
17.65
KO:
2.70
NVS:
1.31
KO:
6.56
NVS:
4.18
KO:
11.69
NVS:
5.80
KO:
$46.89B
NVS:
$52.86B
KO:
$28.64B
NVS:
$39.86B
KO:
$16.01B
NVS:
$21.88B
Returns By Period
In the year-to-date period, KO achieves a 16.66% return, which is significantly lower than NVS's 23.24% return. Over the past 10 years, KO has outperformed NVS with an annualized return of 9.22%, while NVS has yielded a comparatively lower 7.13% annualized return.
KO
16.66%
-0.62%
13.35%
19.83%
7.57%
12.49%
9.22%
NVS
23.24%
2.00%
13.39%
19.09%
14.81%
11.38%
7.13%
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Risk-Adjusted Performance
KO vs. NVS — Risk-Adjusted Performance Rank
KO
NVS
KO vs. NVS - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Novartis AG (NVS). 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. NVS - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.73%, less than NVS's 3.45% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.73% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
NVS Novartis AG | 3.45% | 3.84% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
Drawdowns
KO vs. NVS - Drawdown Comparison
The maximum KO drawdown since its inception was -68.22%, which is greater than NVS's maximum drawdown of -41.72%. Use the drawdown chart below to compare losses from any high point for KO and NVS.
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Volatility
KO vs. NVS - Volatility Comparison
The current volatility for The Coca-Cola Company (KO) is 5.31%, while Novartis AG (NVS) has a volatility of 7.47%. This indicates that KO experiences smaller price fluctuations and is considered to be less risky than NVS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
KO vs. NVS - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Novartis AG. 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. NVS - 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%.
NVS - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Novartis AG reported a gross profit of 10.39B and revenue of 13.62B. Therefore, the gross margin over that period was 76.3%.
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%.
NVS - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Novartis AG reported an operating income of 4.66B and revenue of 13.62B, resulting in an operating margin of 34.2%.
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%.
NVS - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Novartis AG reported a net income of 3.61B and revenue of 13.62B, resulting in a net margin of 26.5%.