UVV vs. KO
UVV (Universal Corporation) and KO (The Coca-Cola Company) are both stocks. Both are in the Consumer Defensive sector — UVV in Tobacco, KO in Beverages - Non-Alcoholic. Over the past 10 years, UVV returned 5.09%/yr vs 8.99%/yr for KO. At a 0.24 correlation, their price movements are largely independent.
Performance
UVV vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, UVV achieves a 3.14% return, which is significantly lower than KO's 14.56% return. Over the past 10 years, UVV has underperformed KO with an annualized return of 5.09%, while KO has yielded a comparatively higher 8.99% annualized return.
UVV
- 1D
- -1.88%
- 1M
- -1.77%
- YTD
- 3.14%
- 6M
- 4.14%
- 1Y
- -7.53%
- 3Y*
- 7.54%
- 5Y*
- 4.61%
- 10Y*
- 5.09%
KO
- 1D
- 0.08%
- 1M
- 1.43%
- YTD
- 14.56%
- 6M
- 14.00%
- 1Y
- 14.71%
- 3Y*
- 12.88%
- 5Y*
- 10.72%
- 10Y*
- 8.99%
UVV vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
UVV Universal Corporation | 3.14% | 2.27% | -13.39% | 35.79% | 1.82% | 19.59% | -8.96% | 11.08% | 7.79% | -14.79% |
KO The Coca-Cola Company | 14.56% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between UVV and KO is 0.26, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.26 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.29 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.35 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.32 |
Correlation (All Time) Calculated using the full available price history since Jan 6, 1988 | 0.24 |
The correlation between UVV and KO shifts across timeframes, from 0.24 (all time) to 0.35 (5 years), reflecting how their relationship changes across market environments.
Fundamentals
UVV:
$1.73
KO:
$3.18
UVV:
30.51
KO:
25.04
UVV:
0.45
KO:
6.96
UVV:
$2.21B
KO:
$49.28B
UVV:
$412.39M
KO:
$30.43B
UVV:
$212.91M
KO:
$18.35B
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Return for Risk
UVV vs. KO — Risk / Return Rank
UVV
KO
UVV vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Universal Corporation (UVV) 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.
| UVV | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.22 | ||
| Sortino ratioReturn per unit of downside risk | -1.75 | ||
| Omega ratioGain probability vs. loss probability | 0.96 | 1.16 | -0.20 |
| Calmar ratioReturn relative to maximum drawdown | -0.50 | 1.87 | -2.37 |
| Martin ratioReturn relative to average drawdown | -0.83 | 3.66 | -4.49 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| UVV | KO | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | -0.32 | 0.90 | -1.22 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.19 | 0.67 | -0.48 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.18 | 0.50 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.28 | 0.53 | -0.25 |
Drawdowns
UVV vs. KO - Drawdown Comparison
The maximum UVV drawdown since its inception was -69.75%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for UVV and KO.
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Drawdown Indicators
| UVV | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -69.75% | -68.23% | -1.52% |
Max Drawdown (1Y)Largest decline over 1 year | -15.23% | -7.89% | -7.34% |
Max Drawdown (3Y)Largest decline over 3 years | -29.70% | -16.26% | -13.44% |
Max Drawdown (5Y)Largest decline over 5 years | -29.70% | -17.27% | -12.43% |
Max Drawdown (10Y)Largest decline over 10 years | -45.68% | -36.99% | -8.69% |
Current DrawdownCurrent decline from peak | -14.30% | -2.91% | -11.39% |
Average DrawdownAverage peak-to-trough decline | -18.59% | -16.09% | -2.50% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.04% | 4.03% | +5.01% |
Volatility
UVV vs. KO - Volatility Comparison
Universal Corporation (UVV) has a higher volatility of 10.11% compared to The Coca-Cola Company (KO) at 5.81%. This indicates that UVV'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
| UVV | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 10.11% | 5.81% | +4.30% |
Volatility (6M)Calculated over the trailing 6-month period | 18.46% | 12.37% | +6.09% |
Volatility (1Y)Calculated over the trailing 1-year period | 23.77% | 16.37% | +7.40% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.57% | 16.10% | +8.47% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.94% | 18.21% | +10.73% |
Dividends
UVV vs. KO - Dividend Comparison
UVV's dividend yield for the trailing twelve months is around 6.22%, more than KO's 2.59% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
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% |
UVV Universal Corporation | 6.22% | 6.18% | 5.87% | 4.72% | 5.95% | 5.64% | 6.30% | 5.29% | 4.80% | 4.11% | 3.33% | 3.71% |
Financials
UVV vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Universal 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
Frequently Asked Questions
UVV and KO have a correlation of 0.26, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
UVV has higher volatility (10.11%) compared to KO (5.81%). In terms of maximum drawdown, UVV dropped -69.75% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (0.90 vs -0.32), 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.
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