UNVB.DE vs. KO
Compare and contrast key facts about Unilever Plc (UNVB.DE) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: UNVB.DE or KO.
Key characteristics
| UNVB.DE | KO | |
|---|---|---|
| YTD Return | 28.18% | 9.97% |
| 1Y Return | 25.09% | 15.16% |
| 3Y Return (Ann) | 8.88% | 7.04% |
| Sharpe Ratio | 1.70 | 1.23 |
| Sortino Ratio | 2.73 | 1.78 |
| Omega Ratio | 1.32 | 1.22 |
| Calmar Ratio | 2.05 | 1.21 |
| Martin Ratio | 9.82 | 5.25 |
| Ulcer Index | 2.72% | 2.91% |
| Daily Std Dev | 15.72% | 12.44% |
| Max Drawdown | -26.64% | -40.60% |
| Current Drawdown | -7.87% | -12.62% |
Fundamentals
| UNVB.DE | KO | |
|---|---|---|
| Market Cap | €135.16B | $272.94B |
| EPS | €2.63 | $2.41 |
| PE Ratio | 20.76 | 26.29 |
| PEG Ratio | 16.07 | 2.70 |
| Total Revenue (TTM) | €45.71B | $46.37B |
| Gross Profit (TTM) | €12.66B | $28.02B |
| EBITDA (TTM) | €9.43B | $11.65B |
Correlation
The correlation between UNVB.DE and KO is 0.27, 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
UNVB.DE vs. KO - Performance Comparison
In the year-to-date period, UNVB.DE achieves a 28.18% return, which is significantly higher than KO's 9.97% 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
UNVB.DE vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Unilever Plc (UNVB.DE) 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
UNVB.DE vs. KO - Dividend Comparison
UNVB.DE's dividend yield for the trailing twelve months is around 3.94%, more than KO's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
UNVB.DE Unilever Plc | 3.94% | 3.93% | 3.63% | 3.63% | 3.35% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 3.02% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
UNVB.DE vs. KO - Drawdown Comparison
The maximum UNVB.DE drawdown since its inception was -26.64%, smaller than the maximum KO drawdown of -40.60%. Use the drawdown chart below to compare losses from any high point for UNVB.DE and KO. For additional features, visit the drawdowns tool.
Volatility
UNVB.DE vs. KO - Volatility Comparison
Unilever Plc (UNVB.DE) has a higher volatility of 6.36% compared to The Coca-Cola Company (KO) at 4.42%. This indicates that UNVB.DE'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
UNVB.DE vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Unilever 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.
Total Revenue: Total amount of money received from sales and other business activities