MCD vs. KO
Compare and contrast key facts about McDonald's Corporation (MCD) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: MCD or KO.
Key characteristics
| MCD | KO | |
|---|---|---|
| YTD Return | -7.37% | 5.61% |
| 1Y Return | -5.25% | 0.04% |
| 3Y Return (Ann) | 7.51% | 8.08% |
| 5Y Return (Ann) | 9.19% | 8.37% |
| 10Y Return (Ann) | 13.35% | 7.67% |
| Sharpe Ratio | -0.25 | 0.02 |
| Daily Std Dev | 14.35% | 13.18% |
| Max Drawdown | -73.62% | -68.23% |
| Current Drawdown | -8.61% | -0.93% |
Fundamentals
| MCD | KO | |
|---|---|---|
| Market Cap | $196.11B | $259.40B |
| EPS | $11.56 | $2.47 |
| PE Ratio | 23.53 | 24.36 |
| PEG Ratio | 1.93 | 2.93 |
| Revenue (TTM) | $25.49B | $45.75B |
| Gross Profit (TTM) | $13.21B | $25.00B |
| EBITDA (TTM) | $13.68B | $14.44B |
Correlation
The correlation between MCD and KO is 0.38, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
MCD vs. KO - Performance Comparison
In the year-to-date period, MCD achieves a -7.37% return, which is significantly lower than KO's 5.61% return. Over the past 10 years, MCD has outperformed KO with an annualized return of 13.35%, while KO has yielded a comparatively lower 7.67% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
MCD vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for McDonald's Corporation (MCD) 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.
Dividends
MCD vs. KO - Dividend Comparison
MCD's dividend yield for the trailing twelve months is around 2.34%, less than KO's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MCD McDonald's Corporation | 2.34% | 2.10% | 2.15% | 1.96% | 2.35% | 2.39% | 2.36% | 2.23% | 2.97% | 2.91% | 3.50% | 3.22% |
KO The Coca-Cola Company | 3.02% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
MCD vs. KO - Drawdown Comparison
The maximum MCD drawdown since its inception was -73.62%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for MCD and KO. For additional features, visit the drawdowns tool.
Volatility
MCD vs. KO - Volatility Comparison
McDonald's Corporation (MCD) and The Coca-Cola Company (KO) have volatilities of 3.86% and 4.01%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.
Financials
MCD vs. KO - Financials Comparison
This section allows you to compare key financial metrics between McDonald's Corporation 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