XP vs. KO
Compare and contrast key facts about XP Inc. (XP) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: XP or KO.
Correlation
The correlation between XP and KO is 0.44, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
XP vs. KO - Performance Comparison
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Key characteristics
XP:
-0.29
KO:
0.94
XP:
-0.19
KO:
1.45
XP:
0.97
KO:
1.18
XP:
-0.20
KO:
1.03
XP:
-0.54
KO:
2.27
XP:
28.15%
KO:
7.03%
XP:
44.20%
KO:
16.64%
XP:
-79.19%
KO:
-68.22%
XP:
-61.20%
KO:
-4.57%
Fundamentals
XP:
$9.47B
KO:
$303.54B
XP:
$1.43
KO:
$2.49
XP:
12.50
KO:
28.32
XP:
0.58
KO:
6.47
XP:
2.42
KO:
11.89
XP:
$12.11B
KO:
$46.89B
XP:
$5.62B
KO:
$28.64B
XP:
$4.69B
KO:
$16.01B
Returns By Period
In the year-to-date period, XP achieves a 50.80% return, which is significantly higher than KO's 14.10% return.
XP
50.80%
38.31%
10.01%
-12.98%
-4.79%
N/A
KO
14.10%
-0.34%
11.98%
14.81%
12.59%
8.99%
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Risk-Adjusted Performance
XP vs. KO — Risk-Adjusted Performance Rank
XP
KO
XP vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for XP Inc. (XP) 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.
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Dividends
XP vs. KO - Dividend Comparison
XP's dividend yield for the trailing twelve months is around 3.64%, more than KO's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
XP XP Inc. | 3.64% | 5.49% | 5.04% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
KO The Coca-Cola Company | 2.79% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
XP vs. KO - Drawdown Comparison
The maximum XP drawdown since its inception was -79.19%, which is greater than KO's maximum drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for XP and KO. For additional features, visit the drawdowns tool.
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Volatility
XP vs. KO - Volatility Comparison
XP Inc. (XP) has a higher volatility of 13.40% compared to The Coca-Cola Company (KO) at 4.80%. This indicates that XP'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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Financials
XP vs. KO - Financials Comparison
This section allows you to compare key financial metrics between XP Inc. 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
XP vs. KO - Profitability Comparison
XP - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, XP Inc. reported a gross profit of 792.43M and revenue of 1.91B. Therefore, the gross margin over that period was 41.5%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
XP - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, XP Inc. reported an operating income of -1.06B and revenue of 1.91B, resulting in an operating margin of -55.5%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
XP - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, XP Inc. reported a net income of 1.18B and revenue of 1.91B, resulting in a net margin of 61.7%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.