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:
0.56
KO:
1.49
OZK:
1.01
KO:
2.26
OZK:
1.13
KO:
1.27
OZK:
0.80
KO:
1.39
OZK:
1.92
KO:
3.09
OZK:
10.56%
KO:
6.97%
OZK:
36.61%
KO:
14.33%
OZK:
-70.41%
KO:
-68.21%
OZK:
-6.97%
KO:
-2.68%
Fundamentals
OZK:
$5.73B
KO:
$301.44B
OZK:
$6.08
KO:
$2.46
OZK:
8.31
KO:
28.48
OZK:
$2.08B
KO:
$47.06B
OZK:
$2.08B
KO:
$28.74B
OZK:
$804.01M
KO:
$15.01B
Returns By Period
The year-to-date returns for both investments are quite close, with OZK having a 12.05% return and KO slightly higher at 12.50%. Over the past 10 years, OZK has underperformed KO with an annualized return of 6.27%, while KO has yielded a comparatively higher 8.71% annualized return.
OZK
12.05%
-2.26%
21.11%
22.17%
16.35%
6.27%
KO
12.50%
12.21%
2.49%
17.86%
6.36%
8.71%
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Risk-Adjusted Performance
OZK vs. KO — Risk-Adjusted Performance Rank
OZK
KO
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 3.28%, more than KO's 2.77% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.28% | 3.55% | 2.85% | 3.15% | 2.43% | 3.45% | 3.08% | 3.48% | 1.47% | 1.20% | 1.11% | 1.24% |
KO The Coca-Cola Company | 2.77% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
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) and The Coca-Cola Company (KO) have volatilities of 7.40% and 7.08%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. 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