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 0.47, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
NVS vs. KO - Performance Comparison
Key characteristics
NVS:
1.01
KO:
1.35
NVS:
1.43
KO:
1.96
NVS:
1.20
KO:
1.25
NVS:
0.97
KO:
1.43
NVS:
2.11
KO:
3.16
NVS:
9.21%
KO:
7.00%
NVS:
19.17%
KO:
16.39%
NVS:
-41.72%
KO:
-68.22%
NVS:
-3.90%
KO:
-2.69%
Fundamentals
NVS:
$219.57B
KO:
$309.47B
NVS:
$5.87
KO:
$2.46
NVS:
18.94
KO:
29.23
NVS:
1.30
KO:
2.75
NVS:
4.25
KO:
6.58
NVS:
4.99
KO:
12.56
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 19.39% return, which is significantly higher than KO's 16.35% return. Over the past 10 years, NVS has underperformed KO with an annualized return of 6.70%, while KO has yielded a comparatively higher 9.27% annualized return.
NVS
19.39%
1.82%
2.10%
17.28%
10.29%
6.70%
KO
16.35%
2.70%
9.07%
19.96%
13.07%
9.27%
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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 3.56%, more than KO's 2.73% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVS Novartis AG | 3.56% | 3.84% | 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 | 2.73% | 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 9.15% compared to The Coca-Cola Company (KO) at 7.62%. 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