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 17.73%/yr vs 9.59%/yr for KO. At a 0.24 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 -25.89% return, which is significantly lower than KO's 16.41% return. Over the past 10 years, LVMHF has outperformed KO with an annualized return of 17.73%, while KO has yielded a comparatively lower 9.59% annualized return.
LVMHF
- 1D
- -0.64%
- 1M
- 0.98%
- YTD
- -25.89%
- 6M
- -24.37%
- 1Y
- 7.92%
- 3Y*
- -12.22%
- 5Y*
- -4.26%
- 10Y*
- 17.73%
KO
- 1D
- 0.98%
- 1M
- -0.80%
- YTD
- 16.41%
- 6M
- 16.48%
- 1Y
- 18.42%
- 3Y*
- 12.75%
- 5Y*
- 11.35%
- 10Y*
- 9.59%
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 | -25.89% | 19.41% | -16.25% | 14.75% | -8.08% | 39.72% | 36.98% | 63.06% | 3.71% | 55.50% |
KO The Coca-Cola Company | 16.41% | 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 0.11, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.11 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.10 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.19 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.21 |
Correlation (All Time) Calculated using the full available price history since Jul 16, 2007 | 0.24 |
The correlation between LVMHF and KO shifts across timeframes, from 0.10 (3 years) to 0.24 (all time), reflecting how their relationship changes across market environments.
Fundamentals
LVMHF:
€93.94
KO:
$3.18
LVMHF:
5.14
KO:
25.29
LVMHF:
0.73
KO:
7.03
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.
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.
| LVMHF | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.86 | ||
| Sortino ratioReturn per unit of downside risk | -1.21 | ||
| Omega ratioGain probability vs. loss probability | 1.07 | 1.20 | -0.13 |
| Calmar ratioReturn relative to maximum drawdown | 0.25 | 2.35 | -2.10 |
| Martin ratioReturn relative to average drawdown | 0.50 | 4.67 | -4.16 |
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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% | -7.87% | -23.41% |
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 | -38.67% | -3.30% | -35.37% |
Average DrawdownAverage peak-to-trough decline | -13.68% | -16.08% | +2.40% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 15.73% | 3.95% | +11.78% |
Volatility
LVMHF vs. KO - Volatility Comparison
LVMH Moët Hennessy - Louis Vuitton, Société Européenne (LVMHF) has a higher volatility of 10.97% compared to The Coca-Cola Company (KO) at 6.94%. 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 | 10.97% | 6.94% | +4.03% |
Volatility (6M)Calculated over the trailing 6-month period | 23.71% | 12.74% | +10.97% |
Volatility (1Y)Calculated over the trailing 1-year period | 32.33% | 16.74% | +15.59% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 32.47% | 16.16% | +16.31% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 31.01% | 18.23% | +12.78% |
Dividends
LVMHF vs. KO - Dividend Comparison
LVMHF's dividend yield for the trailing twelve months is around 2.76%, more than KO's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.59% | 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 | 2.76% | 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 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
LVMHF has higher volatility (10.97%) compared to KO (6.94%). In terms of maximum drawdown, LVMHF dropped -62.09% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.11 vs 0.25), 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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