NVS vs. KO
Compare and contrast key facts about Novartis AG (NVS) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: NVS or KO.
Correlation
The correlation between NVS and KO is 0.33, 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
NVS vs. KO - Performance Comparison
Key characteristics
NVS:
1.10
KO:
1.38
NVS:
1.58
KO:
2.07
NVS:
1.21
KO:
1.25
NVS:
0.99
KO:
1.36
NVS:
2.18
KO:
3.02
NVS:
9.02%
KO:
6.97%
NVS:
17.94%
KO:
15.24%
NVS:
-41.72%
KO:
-68.22%
NVS:
-5.07%
KO:
-0.75%
Fundamentals
NVS:
$222.24B
KO:
$306.97B
NVS:
$5.88
KO:
$2.46
NVS:
18.84
KO:
29.00
NVS:
1.29
KO:
2.73
NVS:
$39.24B
KO:
$35.76B
NVS:
$29.47B
KO:
$21.67B
NVS:
$16.05B
KO:
$11.30B
Returns By Period
In the year-to-date period, NVS achieves a 17.93% return, which is significantly higher than KO's 15.41% return. Over the past 10 years, NVS has underperformed KO with an annualized return of 7.00%, while KO has yielded a comparatively higher 9.20% annualized return.
NVS
17.93%
3.74%
0.25%
21.55%
11.43%
7.00%
KO
15.41%
-0.64%
1.96%
22.13%
13.73%
9.20%
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Risk-Adjusted Performance
NVS vs. KO — Risk-Adjusted Performance Rank
NVS
KO
NVS vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Novartis AG (NVS) 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
NVS vs. KO - Dividend Comparison
NVS's dividend yield for the trailing twelve months is around 3.49%, more than KO's 2.75% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.49% | 3.88% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% |
KO The Coca-Cola Company | 2.75% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
NVS vs. KO - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum KO drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for NVS and KO. For additional features, visit the drawdowns tool.
Volatility
NVS vs. KO - Volatility Comparison
Novartis AG (NVS) has a higher volatility of 6.55% compared to The Coca-Cola Company (KO) at 4.46%. This indicates that NVS'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.
Financials
NVS vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Novartis AG 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