PSEC vs. KO
Compare and contrast key facts about Prospect Capital Corporation (PSEC) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: PSEC or KO.
Key characteristics
| PSEC | KO | |
|---|---|---|
| YTD Return | -4.76% | 8.75% |
| 1Y Return | 1.53% | 2.34% |
| 3Y Return (Ann) | -2.61% | 8.39% |
| 5Y Return (Ann) | 7.15% | 8.61% |
| 10Y Return (Ann) | 5.94% | 7.90% |
| Sharpe Ratio | -0.04 | 0.21 |
| Daily Std Dev | 25.42% | 13.17% |
| Max Drawdown | -61.51% | -68.23% |
| Current Drawdown | -21.06% | 0.00% |
Fundamentals
| PSEC | KO | |
|---|---|---|
| Market Cap | $2.29B | $272.52B |
| EPS | -$0.20 | $2.49 |
| PE Ratio | 290.50 | 25.41 |
| PEG Ratio | 1.59 | 2.93 |
| Revenue (TTM) | $883.81M | $46.07B |
| Gross Profit (TTM) | $852.21M | $25.00B |
Correlation
The correlation between PSEC and KO is 0.26, 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
PSEC vs. KO - Performance Comparison
In the year-to-date period, PSEC achieves a -4.76% return, which is significantly lower than KO's 8.75% return. Over the past 10 years, PSEC has underperformed KO with an annualized return of 5.94%, while KO has yielded a comparatively higher 7.90% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
Compare stocks, funds, or ETFs
Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.
Risk-Adjusted Performance
PSEC vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Prospect Capital Corporation (PSEC) 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
PSEC vs. KO - Dividend Comparison
PSEC's dividend yield for the trailing twelve months is around 13.16%, more than KO's 2.93% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
PSEC Prospect Capital Corporation | 13.16% | 12.02% | 10.30% | 9.27% | 13.31% | 11.18% | 11.41% | 13.45% | 11.98% | 14.72% | 16.05% | 11.78% |
KO The Coca-Cola Company | 2.93% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
PSEC vs. KO - Drawdown Comparison
The maximum PSEC drawdown since its inception was -61.51%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for PSEC and KO. For additional features, visit the drawdowns tool.
Volatility
PSEC vs. KO - Volatility Comparison
Prospect Capital Corporation (PSEC) has a higher volatility of 6.50% compared to The Coca-Cola Company (KO) at 2.58%. This indicates that PSEC'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
PSEC vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Prospect Capital Corporation 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