MSFT.NEO vs. COKE
MSFT.NEO (Microsoft Corp CDR) and COKE (Coca-Cola Consolidated, Inc.) are both stocks. MSFT.NEO operates in Software - Infrastructure (Technology), while COKE operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 3 years, MSFT.NEO returned 6.46%/yr vs 41.56%/yr for COKE. At a 0.10 correlation, their price movements are largely independent.
Performance
MSFT.NEO vs. COKE - Performance Comparison
Loading charts...
Different Trading Currencies
MSFT.NEO is traded in CAD, while COKE is traded in USD. To make them comparable, the COKE values have been converted to CAD using the latest available exchange rates.
Returns By Period
In the year-to-date period, MSFT.NEO achieves a -14.38% return, which is significantly lower than COKE's 19.56% return.
MSFT.NEO
- 1D
- -2.65%
- 1M
- 0.63%
- YTD
- -14.38%
- 6M
- -14.51%
- 1Y
- -12.53%
- 3Y*
- 6.46%
- 5Y*
- —
- 10Y*
- —
COKE
- 1D
- 5.88%
- 1M
- -12.63%
- YTD
- 19.56%
- 6M
- 8.31%
- 1Y
- 73.97%
- 3Y*
- 41.56%
- 5Y*
- 38.33%
- 10Y*
- 32.79%
MSFT.NEO vs. COKE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | |
|---|---|---|---|---|---|---|
MSFT.NEO Microsoft Corp CDR | -14.38% | 12.61% | 11.26% | 56.34% | -29.26% | 16.37% |
COKE Coca-Cola Consolidated, Inc. | 19.56% | 17.01% | 50.67% | 78.89% | -11.18% | 53.90% |
Correlation
The correlation between MSFT.NEO and COKE is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | -0.14 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.03 |
Correlation (All Time) Calculated using the full available price history since Oct 6, 2021 | 0.10 |
The correlation between MSFT.NEO and COKE shifts across timeframes, from -0.14 (1 year) to 0.10 (all time), reflecting how their relationship changes across market environments.
Fundamentals
MSFT.NEO:
CA$218.09B
COKE:
$11.99B
MSFT.NEO:
CA$14.11
COKE:
$7.14
MSFT.NEO:
2.08
COKE:
25.21
MSFT.NEO:
0.74
COKE:
1.95
MSFT.NEO:
CA$293.81B
COKE:
$7.49B
MSFT.NEO:
CA$202.04B
COKE:
$2.95B
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Return for Risk
MSFT.NEO vs. COKE — Risk / Return Rank
MSFT.NEO
COKE
MSFT.NEO vs. COKE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Microsoft Corp CDR (MSFT.NEO) and Coca-Cola Consolidated, Inc. (COKE). 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.
| MSFT.NEO | COKE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -2.63 | ||
| Sortino ratioReturn per unit of downside risk | -3.03 | ||
| Omega ratioGain probability vs. loss probability | 0.93 | 1.37 | -0.44 |
| Calmar ratioReturn relative to maximum drawdown | -0.36 | 3.03 | -3.39 |
| Martin ratioReturn relative to average drawdown | -0.75 | 9.18 | -9.94 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
Loading charts...
Sharpe Ratios by Period
| MSFT.NEO | COKE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.50 | 2.13 | -2.63 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | — | 1.04 | — |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | — | 0.89 | — |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.26 | 0.78 | -0.51 |
Drawdowns
MSFT.NEO vs. COKE - Drawdown Comparison
The maximum MSFT.NEO drawdown since its inception was -37.95%, smaller than the maximum COKE drawdown of -50.98%. Use the drawdown chart below to compare losses from any high point for MSFT.NEO and COKE.
Loading charts...
Drawdown Indicators
| MSFT.NEO | COKE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -37.95% | -50.98% | +13.03% |
Max Drawdown (1Y)Largest decline over 1 year | -34.54% | -24.56% | -9.98% |
Max Drawdown (3Y)Largest decline over 3 years | -34.54% | -30.02% | -4.52% |
Max Drawdown (5Y)Largest decline over 5 years | — | -30.02% | — |
Max Drawdown (10Y)Largest decline over 10 years | — | -50.98% | — |
Current DrawdownCurrent decline from peak | -23.95% | -15.64% | -8.31% |
Average DrawdownAverage peak-to-trough decline | -12.40% | -15.40% | +3.00% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 16.66% | 8.08% | +8.58% |
Volatility
MSFT.NEO vs. COKE - Volatility Comparison
The current volatility for Microsoft Corp CDR (MSFT.NEO) is 10.28%, while Coca-Cola Consolidated, Inc. (COKE) has a volatility of 20.06%. This indicates that MSFT.NEO experiences smaller price fluctuations and is considered to be less risky than COKE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
Loading charts...
Volatility by Period
| MSFT.NEO | COKE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.28% | 20.06% | -9.78% |
Volatility (6M)Calculated over the trailing 6-month period | 22.22% | 29.78% | -7.56% |
Volatility (1Y)Calculated over the trailing 1-year period | 24.98% | 34.98% | -10.00% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 27.19% | 36.87% | -9.68% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 27.19% | 36.79% | -9.60% |
Dividends
MSFT.NEO vs. COKE - Dividend Comparison
MSFT.NEO's dividend yield for the trailing twelve months is around 0.86%, more than COKE's 0.56% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
COKE Coca-Cola Consolidated, Inc. | 0.56% | 0.65% | 1.59% | 0.54% | 0.20% | 0.16% | 0.38% | 0.35% | 0.56% | 0.46% | 0.56% | 0.55% |
MSFT.NEO Microsoft Corp CDR | 0.86% | 0.70% | 0.73% | 0.75% | 1.07% | 0.19% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
MSFT.NEO vs. COKE - Financials Comparison
This section allows you to compare key financial metrics between Microsoft Corp CDR and Coca-Cola Consolidated, Inc.. 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
MSFT.NEO vs. COKE - Profitability Comparison
MSFT.NEO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a gross profit of 53.63B and revenue of 77.67B. Therefore, the gross margin over that period was 69.1%.
COKE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a gross profit of 727.08M and revenue of 1.85B. Therefore, the gross margin over that period was 39.4%.
MSFT.NEO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported an operating income of 37.96B and revenue of 77.67B, resulting in an operating margin of 48.9%.
COKE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported an operating income of 237.52M and revenue of 1.85B, resulting in an operating margin of 12.9%.
MSFT.NEO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Microsoft Corp CDR reported a net income of 27.75B and revenue of 77.67B, resulting in a net margin of 35.7%.
COKE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca-Cola Consolidated, Inc. reported a net income of 111.56M and revenue of 1.85B, resulting in a net margin of 6.0%.
Frequently Asked Questions
MSFT.NEO and COKE have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
Find the right allocation for MSFT.NEO and COKE
Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.
Open Portfolio Optimizer