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RIO.L vs. KO
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RIO.L vs. KO - Performance Comparison

The chart below illustrates the hypothetical performance of a £10,000 investment in Rio Tinto PLC (RIO.L) and The Coca-Cola Company (KO). The values are adjusted to include any dividend payments, if applicable.

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Different Trading Currencies

RIO.L is traded in GBp, while KO is traded in USD. To make them comparable, the KO values have been converted to GBp using the latest available exchange rates.

Returns By Period

In the year-to-date period, RIO.L achieves a 30.37% return, which is significantly higher than KO's 15.62% return. Over the past 10 years, RIO.L has outperformed KO with an annualized return of 22.85%, while KO has yielded a comparatively lower 9.72% annualized return.


RIO.L

1D
0.03%
1M
-1.27%
YTD
30.37%
6M
42.70%
1Y
83.69%
3Y*
21.29%
5Y*
13.16%
10Y*
22.85%

KO

1D
0.00%
1M
3.58%
YTD
15.62%
6M
13.76%
1Y
16.23%
3Y*
10.66%
5Y*
11.96%
10Y*
9.72%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RIO.L vs. KO - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RIO.L
Rio Tinto PLC
30.37%34.77%-13.38%6.96%32.01%0.26%30.37%28.27%0.31%31.42%
KO
The Coca-Cola Company
15.67%7.36%10.78%-9.21%23.76%12.43%-0.54%16.01%13.10%4.49%

Correlation

The correlation between RIO.L and KO is -0.14, meaning they tend to move in opposite directions. This is especially valuable for risk management - when one declines, the other has historically tended to hold steady or rise.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

-0.14

Correlation (3Y)
Calculated over the trailing 3-year period

-0.04

Correlation (5Y)
Calculated over the trailing 5-year period

-0.05

Correlation (10Y)
Calculated over the trailing 10-year period

0.03

Correlation (All Time)
Calculated using the full available price history since Jul 6, 2007

0.08

The correlation between RIO.L and KO shifts across timeframes, from -0.14 (1 year) to 0.08 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

RIO.L:

£124.62B

KO:

$343.14B

EPS

RIO.L:

£13.15

KO:

$3.18

PE Ratio

RIO.L:

5.78

KO:

25.04

PS Ratio

RIO.L:

1.12

KO:

6.96

PB Ratio

RIO.L:

2.00

KO:

10.20

Total Revenue (TTM)

RIO.L:

£111.44B

KO:

$49.28B

Gross Profit (TTM)

RIO.L:

£45.93B

KO:

$30.43B

EBITDA (TTM)

RIO.L:

£44.33B

KO:

$18.35B

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Return for Risk

RIO.L vs. KO — Risk / Return Rank

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

RIO.L
RIO.L Risk / Return Rank: 9595
Overall Rank
RIO.L Sharpe Ratio Rank: 9696
Sharpe Ratio Rank
RIO.L Sortino Ratio Rank: 9595
Sortino Ratio Rank
RIO.L Omega Ratio Rank: 9494
Omega Ratio Rank
RIO.L Calmar Ratio Rank: 9494
Calmar Ratio Rank
RIO.L Martin Ratio Rank: 9797
Martin Ratio Rank

KO
KO Risk / Return Rank: 6969
Overall Rank
KO Sharpe Ratio Rank: 7171
Sharpe Ratio Rank
KO Sortino Ratio Rank: 6666
Sortino Ratio Rank
KO Omega Ratio Rank: 6161
Omega Ratio Rank
KO Calmar Ratio Rank: 7474
Calmar Ratio Rank
KO Martin Ratio Rank: 7171
Martin Ratio Rank
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.

RIO.L vs. KO - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Rio Tinto PLC (RIO.L) 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.


RIO.LKODifference
Sharpe ratioReturn per unit of total volatility

+2.35

Sortino ratioReturn per unit of downside risk

+2.46

Omega ratioGain probability vs. loss probability

1.52

1.17

+0.35

Calmar ratioReturn relative to maximum drawdown

5.95

1.76

+4.19

Martin ratioReturn relative to average drawdown

23.71

3.88

+19.83

RIO.L vs. KO - Sharpe Ratio Comparison

The current RIO.L Sharpe Ratio is 3.29, which is higher than the KO Sharpe Ratio of 0.94. The chart below compares the historical Sharpe Ratios of RIO.L 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.


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Sharpe Ratios by Period


RIO.LKODifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

3.29

0.94

+2.35

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.50

0.74

-0.24

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.80

0.52

+0.29

Sharpe Ratio (All Time)

Calculated using the full available price history

0.32

0.60

-0.28

Drawdowns

RIO.L vs. KO - Drawdown Comparison

The maximum RIO.L drawdown since its inception was -85.07%, which is greater than KO's maximum drawdown of -29.25%. Use the drawdown chart below to compare losses from any high point for RIO.L and KO.


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Drawdown Indicators


RIO.LKODifference

Max Drawdown

Largest peak-to-trough decline

-85.07%

-29.25%

-55.82%

Max Drawdown (1Y)

Largest decline over 1 year

-13.99%

-9.28%

-4.71%

Max Drawdown (3Y)

Largest decline over 3 years

-24.61%

-12.87%

-11.74%

Max Drawdown (5Y)

Largest decline over 5 years

-26.63%

-19.03%

-7.60%

Max Drawdown (10Y)

Largest decline over 10 years

-35.65%

-29.25%

-6.40%

Current Drawdown

Current decline from peak

-8.45%

-2.54%

-5.91%

Average Drawdown

Average peak-to-trough decline

-19.53%

-6.64%

-12.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

3.52%

4.20%

-0.68%

Volatility

RIO.L vs. KO - Volatility Comparison

Rio Tinto PLC (RIO.L) has a higher volatility of 10.67% compared to The Coca-Cola Company (KO) at 6.79%. This indicates that RIO.L'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.


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Volatility by Period


RIO.LKODifference

Volatility (1M)

Calculated over the trailing 1-month period

10.67%

6.79%

+3.88%

Volatility (6M)

Calculated over the trailing 6-month period

21.19%

13.63%

+7.56%

Volatility (1Y)

Calculated over the trailing 1-year period

25.39%

17.43%

+7.96%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

26.41%

16.35%

+10.06%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

28.45%

18.89%

+9.56%

Dividends

RIO.L vs. KO - Dividend Comparison

RIO.L's dividend yield for the trailing twelve months is around 3.95%, more than KO's 2.59% yield.


PositionTTM20252024202320222021202020192018201720162015
KO
The Coca-Cola Company
2.59%2.92%3.12%3.12%2.77%2.84%2.99%2.89%3.29%3.23%3.38%3.07%
RIO.L
Rio Tinto PLC
3.95%4.75%7.16%5.53%9.90%14.14%5.43%5.76%6.07%4.66%3.42%7.42%

Financials

RIO.L vs. KO - Financials Comparison

This section allows you to compare key financial metrics between Rio Tinto PLC 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.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


10.00B20.00B30.00B40.00B50.00B202120222023202420252026
30.91B
12.47B
(RIO.L) Total Revenue
(KO) Total Revenue
Please note, different currencies. RIO.L values in GBp, KO values in USD

RIO.L vs. KO - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%80.0%202120222023202420252026
26.6%
63.0%
Portfolio components
RIO.L - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported a gross profit of 8.22B and revenue of 30.91B. Therefore, the gross margin over that period was 26.6%.

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%.

RIO.L - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported an operating income of 8.22B and revenue of 30.91B, resulting in an operating margin of 26.6%.

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%.

RIO.L - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rio Tinto PLC reported a net income of 5.46B and revenue of 30.91B, resulting in a net margin of 17.7%.

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


RIO.L and KO have a correlation of -0.14, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

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