MS vs KO
Comparison between Morgan Stanley (MS, Company) and Coca-Cola Company (KO, Company).
MS is from the Financial Services sector, while KO is from the Consumer Defensive sector.
5-Year PerformanceMS has outperformed KO, delivering a return of +21.6% compared to +10.9%
MS vs KO - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
MS vs KO - Historical Returns
Returns include dividend reinvestment.
MS vs KO - Annual Returns (1999 - 2026)
Returns include dividend reinvestment.
| Year | MS | KO |
|---|---|---|
| 2026 | +20.24% | +20.17% |
| 2025 | +46.27% | +16.40% |
| 2024 | +38.75% | +7.25% |
| 2023 | +12.98% | -3.46% |
| 2022 | -12.22% | +10.44% |
| 2021 | +47.04% | +15.80% |
| 2020 | +35.62% | +3.11% |
| 2019 | +30.19% | +21.69% |
| 2018 | -22.35% | +7.59% |
| 2017 | +24.27% | +13.44% |
| 2016 | +37.49% | +0.98% |
| 2015 | -16.56% | +5.32% |
| 2014 | +26.42% | +6.95% |
| 2013 | +61.12% | +13.03% |
| 2012 | +20.02% | +6.25% |
| 2011 | -45.95% | +10.36% |
| 2010 | -11.32% | +18.95% |
| 2009 | +77.42% | +28.45% |
| 2008 | -67.42% | -23.76% |
| 2007 | -20.79% | +29.56% |
| 2006 | +42.01% | +21.32% |
| 2005 | +3.57% | -0.42% |
| 2004 | -0.72% | -15.45% |
| 2003 | +40.79% | +15.45% |
| 2002 | -26.22% | -6.14% |
| 2001 | -21.19% | -21.29% |
| 2000 | +18.60% | +9.76% |
| 1999 | +29.05% | -1.04% |
MS vs KO Drawdown Comparison
The maximum drawdown for MS was -88.12%, occurring on Nov 20, 2008. Recovery took 5084 trading sessions.
The maximum drawdown for KO was -43.28%, occurring on Mar 10, 2003. Recovery took 1978 trading sessions.
The current MS drawdown is -5.32%. The current KO drawdown is -3.49%.
| Rank | MS | KO |
|---|---|---|
| #1 | -88.12% Sep 11, 2000 - Nov 24, 2020 | -43.28% Dec 3, 1999 - Oct 17, 2007 |
| #2 | -33.36% Mar 24, 2000 - Jul 12, 2000 | -40.61% Jan 10, 2008 - Oct 19, 2010 |
| #3 | -32.39% Feb 9, 2022 - May 15, 2024 | -37.01% Feb 21, 2020 - Jul 27, 2021 |
| #4 | -29.24% Feb 6, 2025 - Jun 27, 2025 | -17.28% Apr 21, 2022 - May 6, 2024 |
| #5 | -18.83% Jan 15, 2026 - Apr 15, 2026 | -15.51% Sep 3, 2024 - Mar 3, 2025 |
| #6 | -15.63% Dec 31, 1999 - Mar 1, 2000 | -13.87% Nov 28, 2014 - Dec 16, 2015 |
| #7 | -13.15% Jul 17, 2024 - Oct 4, 2024 | -13.62% Jan 26, 2018 - Oct 30, 2018 |
| #8 | -11.88% Jan 14, 2021 - Feb 22, 2021 | -12.79% May 16, 2013 - Jun 18, 2014 |
| #9 | -11.24% Jan 11, 2022 - Feb 8, 2022 | -12.21% Apr 4, 2016 - May 25, 2017 |
| #10 | -10.73% Nov 21, 2024 - Jan 16, 2025 | -11.33% Nov 30, 2018 - Jun 3, 2019 |
| #11 | -10.50% Jun 4, 2021 - Jul 21, 2021 | -10.62% Jul 30, 2012 - Mar 20, 2013 |
| #12 | -9.95% Mar 10, 2000 - Mar 17, 2000 | -9.81% Apr 22, 2025 - Nov 21, 2025 |
| #13 | -9.47% Aug 27, 2021 - Jan 11, 2022 | -9.11% Sep 16, 2011 - Mar 13, 2012 |
| #14 | -8.44% Jul 13, 2000 - Aug 4, 2000 | -8.96% Oct 8, 2014 - Nov 26, 2014 |
| #15 | -8.36% Mar 12, 2021 - May 5, 2021 | -8.27% Jul 22, 2011 - Aug 30, 2011 |
Correlation
Correlation between MS and KO is 0.83 which considered as a strong positive correlation - the stocks tend to move together.
Dividend Comparison (1999 - 2026)
MS vs KO dividend yield comparison.
| Year | MS | KO |
|---|---|---|
| 2026 | 0.92% | 1.29% |
| 2025 | 2.17% | 2.92% |
| 2024 | 2.82% | 3.12% |
| 2023 | 3.49% | 3.12% |
| 2022 | 3.47% | 2.77% |
| 2021 | 2.14% | 2.84% |
| 2020 | 2.04% | 2.99% |
| 2019 | 2.54% | 2.89% |
| 2018 | 2.77% | 3.29% |
| 2017 | 1.72% | 3.23% |
| 2016 | 1.66% | 3.38% |
| 2015 | 1.73% | 3.07% |
| 2014 | 0.90% | 2.89% |
| 2013 | 0.64% | 2.71% |
| 2012 | 0.78% | 2.81% |
| 2011 | 1.32% | 2.69% |
| 2010 | 0.74% | 2.68% |
| 2009 | 1.48% | 2.88% |
| 2008 | 6.73% | 3.36% |
| 2007 | 28.86% | 2.22% |
| 2006 | 1.33% | 2.57% |
| 2005 | 1.90% | 2.78% |
| 2004 | 1.80% | 2.40% |
| 2003 | 1.59% | 1.73% |
| 2002 | 2.30% | 1.82% |
| 2001 | 1.64% | 1.53% |
| 2000 | 1.01% | 1.12% |
| 1999 | 0.00% | 0.27% |
Select Stocks to Compare
More Comparisons
Compare with similar stocks