OZK vs. KO

Last updated Jun 4, 2026

OZK (Bank OZK) and KO (The Coca-Cola Company) are both stocks. OZK operates in Banks - Regional (Financial Services), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, OZK returned 5.38%/yr vs 9.11%/yr for KO. At a 0.22 correlation, their price movements are largely independent.

Performance

OZK vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Bank OZK (OZK) and The Coca-Cola Company (KO). The values are adjusted to include any dividend payments, if applicable.

Returns By Period

In the year-to-date period, OZK achieves a 5.71% return, which is significantly lower than KO's 13.43% return. Over the past 10 years, OZK has underperformed KO with an annualized return of 5.38%, while KO has yielded a comparatively higher 9.11% annualized return.

OZK

• 1D: -1.71%
• 1M: -0.40%
• YTD: 5.71%
• 6M: 4.28%
• 1Y: 9.90%
• 3Y*: 11.58%
• 5Y*: 5.22%
• 10Y*: 5.38%

KO

• 1D: 0.45%
• 1M: 0.73%
• YTD: 13.43%
• 6M: 11.99%
• 1Y: 13.89%
• 3Y*: 12.09%
• 5Y*: 10.20%
• 10Y*: 9.11%

*Multi-year figures are annualized to reflect compound growth (CAGR)

OZK vs. KO - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
OZK Bank OZK	5.71%	7.45%	-7.36%	29.12%	-11.24%	53.15%	7.57%	38.23%	-52.03%	-6.51%
KO The Coca-Cola Company	13.43%	15.60%	8.88%	-4.43%	10.61%	11.37%	2.47%	20.60%	6.77%	14.38%

Correlation

The correlation between OZK and KO is 0.01, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.

	Correlation
Correlation (1Y) Calculated over the trailing 1-year period	0.01
Correlation (3Y) Calculated over the trailing 3-year period	0.06
Correlation (5Y) Calculated over the trailing 5-year period	0.17
Correlation (10Y) Calculated over the trailing 10-year period	0.17
Correlation (All Time) Calculated using the full available price history since Jan 3, 2001	0.22

Over the past year, the correlation between OZK and KO has dropped to 0.01 - well below their long-term average of 0.22, suggesting their price drivers have been diverging.

Fundamentals

Market Cap OZK : $5.29B KO : $339.77B
EPS OZK : $6.28 KO : $3.18
PE Ratio OZK : 7.60 KO : 24.80
PEG Ratio OZK : 0.84 KO : 2.99
PS Ratio OZK : 1.92 KO : 6.89
PB Ratio OZK : 0.91 KO : 10.10
Total Revenue (TTM) OZK : $2.80B KO : $49.28B
Gross Profit (TTM) OZK : $1.56B KO : $30.43B
EBITDA (TTM) OZK : $992.96M KO : $18.35B

Return for Risk

OZK vs. KO — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

OZK

OZK Risk / Return Rank: 51
OZK Sharpe Ratio Rank: 55
OZK Sortino Ratio Rank: 46
OZK Omega Ratio Rank: 45
OZK Calmar Ratio Rank: 53
OZK Martin Ratio Rank: 53

KO

KO Risk / Return Rank: 66
KO Sharpe Ratio Rank: 68
KO Sortino Ratio Rank: 63
KO Omega Ratio Rank: 58
KO Calmar Ratio Rank: 71
KO Martin Ratio Rank: 68

The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

OZK vs. KO - Risk-Adjusted Trends 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.

	OZK	KO	Difference
Sharpe ratio Return per unit of total volatility	0.40	0.88	-0.48
Sortino ratio Return per unit of downside risk	0.72	1.45	-0.73
Omega ratio Gain probability vs. loss probability	1.09	1.16	-0.07
Calmar ratio Return relative to maximum drawdown	0.52	1.77	-1.25
Martin ratio Return relative to average drawdown	1.12	3.48	-2.36
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

OZK vs. KO - Sharpe Ratio Comparison

The current OZK Sharpe Ratio is 0.40, which is lower than the KO Sharpe Ratio of 0.88. The chart below compares the historical Sharpe Ratios of OZK and KO, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.

Sharpe Ratios by Period

	OZK	KO	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.40	0.88	-0.48
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.15	0.64	-0.49
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.14	0.50	-0.36
Sharpe Ratio (All Time) Calculated using the full available price history	0.57	0.53	+0.03

Drawdowns

OZK vs. KO - Drawdown Comparison

The maximum OZK drawdown since its inception was -70.41%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for OZK and KO.

Drawdown Indicators

	OZK	KO	Difference
Max Drawdown Largest peak-to-trough decline	-70.41%	-68.23%	-2.18%
Max Drawdown (1Y) Largest decline over 1 year	-19.03%	-7.89%	-11.14%
Max Drawdown (3Y) Largest decline over 3 years	-29.23%	-16.26%	-12.97%
Max Drawdown (5Y) Largest decline over 5 years	-35.26%	-17.27%	-17.99%
Max Drawdown (10Y) Largest decline over 10 years	-70.41%	-36.99%	-33.42%
Current Drawdown Current decline from peak	-7.62%	-3.86%	-3.76%
Average Drawdown Average peak-to-trough decline	-15.64%	-16.09%	+0.45%
Ulcer Index Depth and duration of drawdowns from previous peaks	8.88%	4.00%	+4.88%

Volatility

OZK vs. KO - Volatility Comparison

Bank OZK (OZK) has a higher volatility of 5.84% compared to The Coca-Cola Company (KO) at 4.16%. 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.

Volatility by Period

	OZK	KO	Difference
Volatility (1M) Calculated over the trailing 1-month period	5.84%	4.16%	+1.68%
Volatility (6M) Calculated over the trailing 6-month period	16.25%	11.79%	+4.46%
Volatility (1Y) Calculated over the trailing 1-year period	24.79%	15.86%	+8.93%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	34.69%	16.00%	+18.69%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	38.98%	18.16%	+20.82%

Dividends

OZK vs. KO - Dividend Comparison

OZK's dividend yield for the trailing twelve months is around 3.81%, more than KO's 2.62% yield.

Position	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KO The Coca-Cola Company	2.62%	2.92%	3.12%	3.12%	2.77%	2.84%	2.99%	2.89%	3.29%	3.23%	3.38%	3.07%
OZK Bank OZK	3.81%	3.78%	3.55%	2.85%	3.15%	2.43%	3.45%	3.08%	3.48%	1.47%	1.20%	1.11%

Financials

OZK vs. KO - Profitability Comparison

The chart below illustrates the profitability comparison between Bank OZK and The Coca-Cola Company over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

OZK - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a gross profit of 376.15M and revenue of 661.55M. Therefore, the gross margin over that period was 56.9%.

KO - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a gross profit of 7.85B and revenue of 12.47B. Therefore, the gross margin over that period was 63.0%.

OZK - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported an operating income of 211.61M and revenue of 661.55M, resulting in an operating margin of 32.0%.

KO - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported an operating income of 4.36B and revenue of 12.47B, resulting in an operating margin of 35.0%.

OZK - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Bank OZK reported a net income of 163.36M and revenue of 661.55M, resulting in a net margin of 24.7%.

KO - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, The Coca-Cola Company reported a net income of 3.92B and revenue of 12.47B, resulting in a net margin of 31.5%.

Frequently Asked Questions

Can I hold both OZK and KO in my portfolio?

OZK and KO have a correlation of 0.01, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

Which is riskier, OZK or KO?

OZK has higher volatility (5.84%) compared to KO (4.16%). In terms of maximum drawdown, OZK dropped -70.41% vs KO's -68.23%.

Which has better risk-adjusted returns?

KO currently has the higher Sharpe Ratio (0.88 vs 0.40), meaning it's delivered slightly more return per unit of risk over the trailing 12 months. However, this ranking shifts over time - use the Risk/Return Score above for a more comprehensive view that combines Sharpe, Sortino, and other measures used by quantitative funds.