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:
0.13
KO:
0.73
NVS:
0.29
KO:
1.11
NVS:
1.04
KO:
1.13
NVS:
0.11
KO:
0.63
NVS:
0.32
KO:
1.87
NVS:
7.02%
KO:
5.03%
NVS:
16.66%
KO:
12.95%
NVS:
-41.72%
KO:
-68.21%
NVS:
-19.95%
KO:
-13.22%
Fundamentals
NVS:
$198.38B
KO:
$273.11B
NVS:
$5.73
KO:
$2.41
NVS:
17.29
KO:
26.31
NVS:
2.95
KO:
2.64
NVS:
$49.29B
KO:
$46.37B
NVS:
$36.69B
KO:
$28.02B
NVS:
$19.76B
KO:
$15.46B
Returns By Period
In the year-to-date period, NVS achieves a -0.50% return, which is significantly lower than KO's 9.21% return. Over the past 10 years, NVS has underperformed KO with an annualized return of 5.99%, while KO has yielded a comparatively higher 7.33% annualized return.
NVS
-0.50%
-6.29%
-8.48%
3.43%
5.91%
5.99%
KO
9.21%
0.53%
1.89%
11.71%
5.83%
7.33%
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Risk-Adjusted Performance
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 3.90%, more than KO's 3.11% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.90% | 3.44% | 3.91% | 4.08% | 3.40% | 2.87% | 3.72% | 3.50% | 4.06% | 3.51% | 3.14% | 3.37% |
KO The Coca-Cola Company | 3.11% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
NVS vs. KO - Drawdown Comparison
The maximum NVS drawdown since its inception was -41.72%, smaller than the maximum KO drawdown of -68.21%. 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 4.69% compared to The Coca-Cola Company (KO) at 4.38%. 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