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:
0.09
KO:
1.80
OZK:
0.41
KO:
2.53
OZK:
1.06
KO:
1.33
OZK:
0.13
KO:
1.90
OZK:
0.29
KO:
4.21
OZK:
12.94%
KO:
7.00%
OZK:
39.59%
KO:
16.42%
OZK:
-70.41%
KO:
-68.22%
OZK:
-20.70%
KO:
-0.25%
Fundamentals
OZK:
$4.73B
KO:
$314.16B
OZK:
$6.50
KO:
$2.46
OZK:
6.40
KO:
29.67
OZK:
3.18
KO:
6.68
OZK:
0.83
KO:
12.41
OZK:
$1.82B
KO:
$35.76B
OZK:
$1.82B
KO:
$21.67B
OZK:
$253.36M
KO:
$11.30B
Returns By Period
In the year-to-date period, OZK achieves a -4.49% return, which is significantly lower than KO's 18.12% return. Over the past 10 years, OZK has underperformed KO with an annualized return of 3.40%, while KO has yielded a comparatively higher 9.46% annualized return.
OZK
-4.49%
-4.71%
-9.05%
3.64%
22.16%
3.40%
KO
18.12%
5.22%
6.00%
28.50%
12.14%
9.46%
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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 3.99%, more than KO's 2.69% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
OZK Bank OZK | 3.99% | 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 | 2.69% | 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 -68.22%. 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 18.00% compared to The Coca-Cola Company (KO) at 7.61%. 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