KO vs. UVV
KO (The Coca-Cola Company) and UVV (Universal Corporation) are both stocks. Both are in the Consumer Defensive sector — KO in Beverages - Non-Alcoholic, UVV in Tobacco. Over the past 10 years, KO returned 10.64%/yr vs 4.42%/yr for UVV. Their 0.24 correlation means their historical movements had little consistent relationship.
Performance
KO vs. UVV - Performance Comparison
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Returns By Period
In the year-to-date period, KO achieves a 26.97% return, which is significantly higher than UVV's 4.70% return. Over the past 10 years, KO has outperformed UVV with an annualized return of 10.64%, while UVV has yielded a comparatively lower 4.42% 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%
UVV
- 1D
- -1.09%
- 1M
- 2.82%
- 6M
- -3.87%
- YTD
- 4.70%
- 1Y
- 2.97%
- 3Y*
- 8.03%
- 5Y*
- 6.52%
- 10Y*
- 4.42%
- ALL TIME*
- 7.89%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $1.49B | $1.47B | $1.44B | |
| $10.36M | $11.73M | $13.09M |
KO vs. UVV - 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% |
UVV Universal Corporation | 4.70% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
Correlation
The correlation between KO and UVV is 0.33, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.33 |
Correlation (3Y) Balances recent behavior with more history. | 0.32 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.37 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jan 5, 1988 | 0.24 |
The correlation between KO and UVV shifts across timeframes, from 0.24 (all time) to 0.37 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
KO:
$376.85B
UVV:
$1.31B
KO:
$3.32
UVV:
$1.94
KO:
26.39
UVV:
27.10
KO:
7.54
UVV:
0.40
KO:
$50.13B
UVV:
$2.21B
KO:
$31.02B
UVV:
$412.39M
KO:
$19.57B
UVV:
$212.91M
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Return for Risk
KO vs. UVV — Risk / Return Rank
KO
UVV
KO vs. UVV - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for The Coca-Cola Company (KO) and Universal Corporation (UVV). 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 | UVV | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.64 | ||
| Sortino ratioReturn per unit of downside risk | +2.43 | ||
| Omega ratioGain probability vs. loss probability | 1.32 | 1.05 | +0.27 |
| Calmar ratioReturn relative to maximum drawdown | 4.17 | 0.22 | +3.95 |
| Martin ratioReturn relative to average drawdown | 9.09 | 0.43 | +8.66 |
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Drawdowns
KO vs. UVV - Drawdown Comparison
The maximum KO drawdown since its inception was -68.23%, roughly equal to the maximum UVV drawdown of -69.75%. Use the drawdown chart below to compare losses from any high point for KO and UVV.
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Drawdown Indicators
| KO | UVV | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -68.23% | -69.75% | +1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -7.87% | -13.48% | +5.61% |
Max Drawdown (3Y)Largest decline over 3 years | -15.50% | -29.70% | +14.20% |
Max Drawdown (5Y)Largest decline over 5 years | -17.27% | -29.70% | +12.43% |
Max Drawdown (10Y)Largest decline over 10 years | -36.99% | -45.68% | +8.69% |
Current DrawdownCurrent decline from peak | -1.67% | -13.00% | +11.33% |
Average DrawdownAverage peak-to-trough decline | -16.06% | -18.57% | +2.51% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 3.60% | 6.87% | -3.27% |
Volatility
KO vs. UVV - Volatility Comparison
The Coca-Cola Company (KO) has a higher volatility of 9.09% compared to Universal Corporation (UVV) at 7.36%. This indicates that KO's price experiences larger fluctuations and is considered to be riskier than UVV based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| KO | UVV | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.09% | 7.36% | +1.73% |
Volatility (6M)Calculated over the trailing 6-month period | 15.06% | 19.86% | -4.80% |
Volatility (1Y)Calculated over the trailing 1-year period | 18.66% | 24.04% | -5.38% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 16.64% | 24.67% | -8.03% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 18.42% | 29.01% | -10.59% |
Dividends
KO vs. UVV - Dividend Comparison
KO's dividend yield for the trailing twelve months is around 2.37%, less than UVV's 6.24% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UVV Universal Corporation | 6.24% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
KO vs. UVV - Financials Comparison
This section allows you to compare key financial metrics between The Coca-Cola Company and Universal 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
Frequently Asked Questions
KO and UVV have a correlation of 0.33, 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 UVV (7.36%). In terms of maximum drawdown, KO dropped -68.23% vs UVV's -69.75%.
KO currently has the higher Sharpe Ratio (1.76 vs 0.12), 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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