OZK vs. KO
Compare and contrast key facts about Bank OZK (OZK) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: OZK or KO.
Correlation
The correlation between OZK and KO is 0.21, 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
OZK vs. KO - Performance Comparison
Key characteristics
OZK:
-0.24
KO:
0.93
OZK:
-0.10
KO:
1.40
OZK:
0.99
KO:
1.17
OZK:
-0.35
KO:
0.80
OZK:
-0.69
KO:
2.33
OZK:
12.83%
KO:
5.10%
OZK:
36.27%
KO:
12.77%
OZK:
-70.41%
KO:
-68.21%
OZK:
-13.29%
KO:
-13.09%
Fundamentals
OZK:
$5.27B
KO:
$273.11B
OZK:
$6.08
KO:
$2.41
OZK:
7.63
KO:
26.31
OZK:
$2.72B
KO:
$46.37B
OZK:
$2.72B
KO:
$28.02B
OZK:
$804.01M
KO:
$15.46B
Returns By Period
In the year-to-date period, OZK achieves a -8.81% return, which is significantly lower than KO's 9.38% return. Over the past 10 years, OZK has underperformed KO with an annualized return of 4.45%, while KO has yielded a comparatively higher 7.20% annualized return.
OZK
-8.81%
-8.09%
15.24%
-9.43%
11.19%
4.45%
KO
9.38%
0.05%
1.09%
11.16%
5.86%
7.20%
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Risk-Adjusted Performance
OZK vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Bank OZK (OZK) 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
OZK vs. KO - Dividend Comparison
OZK's dividend yield for the trailing twelve months is around 3.60%, more than KO's 3.10% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.60% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% | 1.27% |
KO The Coca-Cola Company | 3.10% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
OZK vs. KO - Drawdown Comparison
The maximum OZK drawdown since its inception was -70.41%, roughly equal to the maximum KO drawdown of -68.21%. Use the drawdown chart below to compare losses from any high point for OZK and KO. For additional features, visit the drawdowns tool.
Volatility
OZK vs. KO - Volatility Comparison
Bank OZK (OZK) has a higher volatility of 8.43% compared to The Coca-Cola Company (KO) at 4.33%. This indicates that OZK'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
OZK vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Bank OZK 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