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.
Key characteristics
| OZK | KO | |
|---|---|---|
| YTD Return | -11.90% | 24.34% |
| 1Y Return | 22.14% | 28.36% |
| 3Y Return (Ann) | 5.88% | 13.25% |
| 5Y Return (Ann) | 13.53% | 9.20% |
| 10Y Return (Ann) | 5.58% | 8.93% |
| Sharpe Ratio | 0.51 | 1.94 |
| Daily Std Dev | 37.28% | 13.61% |
| Max Drawdown | -70.41% | -68.22% |
| Current Drawdown | -14.94% | -1.20% |
Fundamentals
| OZK | KO | |
|---|---|---|
| Market Cap | $4.85B | $304.36B |
| EPS | $6.02 | $2.46 |
| PE Ratio | 7.10 | 28.71 |
| Total Revenue (TTM) | $2.40B | $46.47B |
| Gross Profit (TTM) | $2.40B | $28.13B |
| EBITDA (TTM) | $225.36M | $11.77B |
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
In the year-to-date period, OZK achieves a -11.90% return, which is significantly lower than KO's 24.34% return. Over the past 10 years, OZK has underperformed KO with an annualized return of 5.58%, while KO has yielded a comparatively higher 8.93% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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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 2.67% 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 | 2.67% | 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 -68.22%. 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 9.14% compared to The Coca-Cola Company (KO) at 4.17%. 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