LVMHF vs. KO
LVMHF (LVMH Moët Hennessy - Louis Vuitton, Société Européenne) and KO (The Coca-Cola Company) are both stocks. LVMHF operates in Luxury Goods (Consumer Cyclical), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, LVMHF returned 16.21%/yr vs 9.11%/yr for KO. At a 0.25 correlation, their price movements are largely independent.
Performance
LVMHF vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, LVMHF achieves a -27.97% return, which is significantly lower than KO's 13.43% return. Over the past 10 years, LVMHF has outperformed KO with an annualized return of 16.21%, while KO has yielded a comparatively lower 9.11% annualized return.
LVMHF
- 1D
- -2.96%
- 1M
- 2.67%
- YTD
- -27.97%
- 6M
- -26.60%
- 1Y
- 1.08%
- 3Y*
- -12.51%
- 5Y*
- -4.41%
- 10Y*
- 16.21%
KO
- 1D
- 0.45%
- 1M
- 0.73%
- YTD
- 13.43%
- 6M
- 11.99%
- 1Y
- 13.89%
- 3Y*
- 12.09%
- 5Y*
- 10.20%
- 10Y*
- 9.11%
LVMHF vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | -27.97% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
KO The Coca-Cola Company | 13.43% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between LVMHF and KO is 0.17, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.17 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.20 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.22 |
Correlation (All Time) Calculated using the full available price history since Jul 17, 2007 | 0.25 |
The correlation between LVMHF and KO shifts across timeframes, from 0.12 (3 years) to 0.25 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LVMHF:
$93.94
KO:
$3.18
LVMHF:
5.69
KO:
24.80
LVMHF:
0.81
KO:
6.89
LVMHF:
$165.47B
KO:
$49.28B
LVMHF:
$110.27B
KO:
$30.43B
LVMHF:
$47.81B
KO:
$18.35B
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Return for Risk
LVMHF vs. KO — Risk / Return Rank
LVMHF
KO
LVMHF vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) and The Coca-Cola Company (KO). 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.
| LVMHF | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.85 | ||
| Sortino ratioReturn per unit of downside risk | -1.17 | ||
| Omega ratioGain probability vs. loss probability | 1.03 | 1.16 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.03 | 1.77 | -1.73 |
| Martin ratioReturn relative to average drawdown | 0.07 | 3.48 | -3.40 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| LVMHF | KO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.03 | 0.88 | -0.85 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | -0.14 | 0.64 | -0.78 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.52 | 0.50 | +0.02 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.27 | 0.53 | -0.26 |
Drawdowns
LVMHF vs. KO - Drawdown Comparison
The maximum LVMHF drawdown since its inception was -62.09%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for LVMHF and KO.
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Drawdown Indicators
| LVMHF | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -62.09% | -68.23% | +6.14% |
Max Drawdown (1Y)Largest decline over 1 year | -31.28% | -7.89% | -23.39% |
Max Drawdown (3Y)Largest decline over 3 years | -44.08% | -16.26% | -27.82% |
Max Drawdown (5Y)Largest decline over 5 years | -44.08% | -17.27% | -26.81% |
Max Drawdown (10Y)Largest decline over 10 years | -44.08% | -36.99% | -7.09% |
Current DrawdownCurrent decline from peak | -40.40% | -3.86% | -36.54% |
Average DrawdownAverage peak-to-trough decline | -13.62% | -16.09% | +2.47% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 14.82% | 4.00% | +10.82% |
Volatility
LVMHF vs. KO - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a higher volatility of 9.50% compared to The Coca-Cola Company (KO) at 4.16%. This indicates that LVMHF's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| LVMHF | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 9.50% | 4.16% | +5.34% |
Volatility (6M)Calculated over the trailing 6-month period | 22.51% | 11.79% | +10.72% |
Volatility (1Y)Calculated over the trailing 1-year period | 31.44% | 15.86% | +15.58% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.23% | 16.00% | +16.23% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.14% | 18.16% | +12.98% |
Dividends
LVMHF vs. KO - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.84%, more than KO's 2.62% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.62% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
LVMHF LVMH Moët Hennessy - Louis Vuitton, Société Européenne | 2.84% | 3.10% | 3.87% | 3.37% | 3.48% | 5.31% | 1.70% | 2.96% | 2.95% | 0.54% | 1.90% | 2.11% |
Financials
LVMHF vs. KO - Financials Comparison
This section allows you to compare key financial metrics between LVMH Moët Hennessy - Louis Vuitton, Société Européenne and The Coca-Cola 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
LVMHF vs. KO - Profitability Comparison
LVMHF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a gross profit of 26.90B and revenue of 40.98B. Therefore, the gross margin over that period was 65.6%.
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%.
LVMHF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported an operating income of 13.42B and revenue of 40.98B, resulting in an operating margin of 32.7%.
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%.
LVMHF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, LVMH Moët Hennessy - Louis Vuitton, Société Européenne reported a net income of 5.18B and revenue of 40.98B, resulting in a net margin of 12.6%.
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%.
Frequently Asked Questions
LVMHF and KO 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.
LVMHF has higher volatility (9.50%) compared to KO (4.16%). In terms of maximum drawdown, LVMHF dropped -62.09% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (0.88 vs 0.03), 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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