VRT vs. KO
VRT (Vertiv Holdings Co.) and KO (The Coca-Cola Company) are both stocks. VRT operates in Electrical Equipment & Parts (Industrials), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 5 years, VRT returned 63.29%/yr vs 11.29%/yr for KO. At a 0.07 correlation, their price movements are largely independent.
Performance
VRT vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, VRT achieves a 86.99% return, which is significantly higher than KO's 18.99% return.
VRT
- 1D
- 1.68%
- 1M
- -18.14%
- YTD
- 86.99%
- 6M
- 87.85%
- 1Y
- 164.84%
- 3Y*
- 138.33%
- 5Y*
- 63.29%
- 10Y*
- —
KO
- 1D
- 0.11%
- 1M
- 2.94%
- YTD
- 18.99%
- 6M
- 17.96%
- 1Y
- 17.68%
- 3Y*
- 14.33%
- 5Y*
- 11.29%
- 10Y*
- 9.55%
VRT vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | |
|---|---|---|---|---|---|---|---|---|---|
VRT Vertiv Holdings Co. | 86.99% | 42.80% | 136.82% | 251.81% | -45.25% | 33.80% | 69.36% | 12.55% | 1.03% |
KO The Coca-Cola Company | 18.99% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 4.16% |
Correlation
The correlation between VRT and KO is -0.12, 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 | -0.12 |
Correlation (3Y) Calculated over the trailing 3-year period | -0.12 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.02 |
Correlation (All Time) Calculated using the full available price history since Jul 30, 2018 | 0.07 |
The correlation between VRT and KO shifts across timeframes, from -0.12 (3 years) to 0.07 (all time), reflecting how their relationship changes across market environments.
Fundamentals
VRT:
$118.76B
KO:
$356.42B
VRT:
$3.99
KO:
$3.18
VRT:
75.98
KO:
26.01
VRT:
0.33
KO:
3.14
VRT:
10.92
KO:
7.23
VRT:
27.98
KO:
10.60
VRT:
$10.84B
KO:
$49.28B
VRT:
$3.92B
KO:
$30.43B
VRT:
$2.35B
KO:
$18.35B
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Return for Risk
VRT vs. KO — Risk / Return Rank
VRT
KO
VRT vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Vertiv Holdings Co. (VRT) 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| VRT | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | +1.79 | ||
| Sortino ratioReturn per unit of downside risk | +1.61 | ||
| Omega ratioGain probability vs. loss probability | 1.41 | 1.19 | +0.22 |
| Calmar ratioReturn relative to maximum drawdown | 6.55 | 2.26 | +4.29 |
| Martin ratioReturn relative to average drawdown | 17.79 | 4.51 | +13.28 |
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Drawdowns
VRT vs. KO - Drawdown Comparison
The maximum VRT drawdown since its inception was -71.24%, roughly equal to the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for VRT and KO.
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Drawdown Indicators
| VRT | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -71.24% | -68.23% | -3.01% |
Max Drawdown (1Y)Largest decline over 1 year | -25.32% | -7.87% | -17.45% |
Max Drawdown (3Y)Largest decline over 3 years | -61.28% | -16.26% | -45.02% |
Max Drawdown (5Y)Largest decline over 5 years | -71.24% | -17.27% | -53.97% |
Max Drawdown (10Y)Largest decline over 10 years | — | -36.99% | — |
Current DrawdownCurrent decline from peak | -19.50% | -1.16% | -18.34% |
Average DrawdownAverage peak-to-trough decline | -16.23% | -16.09% | -0.14% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.30% | 3.98% | +5.32% |
Volatility
VRT vs. KO - Volatility Comparison
Vertiv Holdings Co. (VRT) has a higher volatility of 16.12% compared to The Coca-Cola Company (KO) at 6.70%. This indicates that VRT'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
| VRT | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.12% | 6.70% | +9.42% |
Volatility (6M)Calculated over the trailing 6-month period | 45.82% | 12.87% | +32.95% |
Volatility (1Y)Calculated over the trailing 1-year period | 58.29% | 16.73% | +41.56% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 61.88% | 16.18% | +45.70% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 54.61% | 18.24% | +36.37% |
Dividends
VRT vs. KO - Dividend Comparison
VRT's dividend yield for the trailing twelve months is around 0.07%, less than KO's 2.49% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KO The Coca-Cola Company | 2.49% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
VRT Vertiv Holdings Co. | 0.07% | 0.11% | 0.10% | 0.05% | 0.07% | 0.04% | 0.05% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Financials
VRT vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Vertiv Holdings Co. 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
VRT vs. KO - Profitability Comparison
VRT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a gross profit of 999.70M and revenue of 2.65B. Therefore, the gross margin over that period was 37.7%.
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%.
VRT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported an operating income of 440.10M and revenue of 2.65B, resulting in an operating margin of 16.6%.
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%.
VRT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vertiv Holdings Co. reported a net income of 390.10M and revenue of 2.65B, resulting in a net margin of 14.7%.
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
VRT and KO have a correlation of -0.12, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
VRT has higher volatility (16.12%) compared to KO (6.70%). In terms of maximum drawdown, VRT dropped -71.24% vs KO's -68.23%.
VRT currently has the higher Sharpe Ratio (2.85 vs 1.06), 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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