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COKE vs SPY

Comparison between Coca-Cola Consolidated Inc (COKE, Company) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceCOKE has outperformed SPY, delivering a return of +44.6% compared to +13.3%

COKE vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap / Net Assets
COKE
$15B
Winner
SPY
$652B
Expense Ratio
COKE
N/A
SPY
0.09%
Max Drawdown
Winner
COKE
53.41%
SPY
56.47%
Sharpe Ratio
COKE
1.21
Winner
SPY
2.07
5Y Beta
Winner
COKE
0.39
SPY
1.00
Industry
COKE
Beverages - Non-alcoholic
SPY
N/A
P/E Ratio
COKE
321.85
Winner
SPY
28.24
Forward P/E
Winner
COKE
17.42
SPY
21.85
PEG Ratio
COKE
0.43
SPY
N/A
Dividend Yield
COKE
0.56%
SPY
N/A
5Y Dividends CAGR
Winner
COKE
65.72%
SPY
5.43%
5Y EPS CAGR
COKE
N/A
SPY
25.79%
Debt to Equity
Winner
COKE
-409.83%
SPY
22.35%
Free Cash Flow Yield
COKE
4.40%
SPY
N/A
P/S Ratio
Winner
COKE
1.94
SPY
3.55
P/B Ratio
COKE
8.24
Winner
SPY
5.29

COKE vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
COKE
-13.75%
Winner
SPY
+9.11%
3M
Winner
COKE
+13.27%
SPY
+6.59%
6M
Winner
COKE
+26.89%
SPY
+10.56%
1Y
Winner
COKE
+48.03%
SPY
+32.04%
5Y(CAGR)
Winner
COKE
+44.64%
SPY
+13.35%
10Y(CAGR)
Winner
COKE
+27.43%
SPY
+15.49%
Max(CAGR)
Winner
COKE
+15.78%
SPY
+8.50%

COKE vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCOKESPY
2026+16.67%+8.27%
2025+20.71%+18.00%
2024+37.83%+25.59%
2023+96.60%+26.72%
2022-16.77%-18.64%
2021+132.48%+30.52%
2020-5.33%+17.28%
2019+58.29%+31.09%
2018-15.54%-5.24%
2017+20.37%+20.78%
2016+2.84%+13.59%
2015+104.61%+1.31%
2014+25.20%+14.56%
2013+7.25%+29.00%
2012+15.25%+14.17%
2011+4.51%+0.85%
2010+5.70%+13.14%
2009+21.28%+22.67%
2008-20.04%-36.25%
2007-9.60%+5.32%
2006+58.78%+13.85%
2005-22.47%+5.32%
2004+9.91%+10.75%
2003-17.41%+24.18%
2002+72.66%-22.42%
2001+5.65%-10.13%
2000-19.83%-8.84%
1999-8.43%+8.61%

COKE vs SPY Drawdown Comparison

The maximum drawdown for COKE was -51.71%, occurring on Mar 20, 2020. Recovery took 515 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current COKE drawdown is -19.54%.

RankCOKESPY
#1-51.71%
May 13, 2019 - May 27, 2021
-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-51.06%
Dec 29, 2006 - Mar 22, 2011
-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-47.97%
Jul 27, 2017 - Feb 28, 2019
-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-43.76%
Oct 7, 2015 - May 24, 2017
-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-38.00%
Mar 8, 2000 - Apr 12, 2002
-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-35.54%
Jan 8, 2003 - Oct 18, 2006
-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-35.52%
Jun 6, 2022 - May 4, 2023
-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-31.05%
Apr 8, 2011 - Dec 23, 2013
-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-29.38%
Jan 6, 2022 - Jun 6, 2022
-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-27.38%
Feb 13, 2025 - Nov 10, 2025
-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-21.24%
Mar 19, 2014 - Oct 30, 2014
-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-19.54%
Mar 13, 2026 - May 8, 2026
-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-18.19%
Apr 15, 2002 - Aug 26, 2002
-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-16.92%
Aug 22, 2024 - Jan 17, 2025
-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-16.19%
Aug 11, 2023 - Dec 4, 2023
-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between COKE and SPY is 0.93 which considered as a very strong positive correlation - the stocks move almost identically together.

0.93
-101

Dividend Comparison (1999 - 2026)

COKE vs SPY dividend yield comparison.

YearCOKESPY
20260.29%0.24%
20250.65%1.07%
20241.59%1.21%
20230.54%1.40%
20220.20%1.65%
20210.16%1.20%
20200.38%1.52%
20190.35%1.75%
20180.56%2.04%
20170.46%1.80%
20160.56%2.03%
20150.55%2.06%
20141.14%1.87%
20131.37%1.81%
20121.50%2.18%
20111.71%2.05%
20101.80%1.80%
20091.85%1.95%
20082.18%3.02%
20071.70%1.85%
20061.46%1.73%
20052.33%1.73%
20041.75%1.82%
20031.89%1.47%
20021.55%1.70%
20012.64%1.25%
20002.64%1.15%
19990.53%0.24%

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