PortfoliosLab logo
PortfoliosLab logo
Tools
Performance Analysis
Portfolio Analysis
Factor Model
Portfolios
Lazy PortfoliosUser Portfolios
Discussions
Embotelladora Andina S.A (AKO-A)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US29081P2048

CUSIP

29081P204

Sector

Consumer Defensive

IPO Date

Jul 7, 1994

Highlights

Market Cap

$2.57B

EPS (TTM)

$1.23

PE Ratio

11.59

Total Revenue (TTM)

$2.80T

Gross Profit (TTM)

$1.09T

EBITDA (TTM)

$415.13B

Year Range

$10.69 - $16.74

Short %

0.05%

Short Ratio

8.94

Share Price Chart


Loading data...

Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
AKO-A vs. SPY
Popular comparisons:
AKO-A vs. SPY

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Embotelladora Andina S.A, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
-5.44%
7.20%
AKO-A (Embotelladora Andina S.A)
Benchmark (^GSPC)

Returns By Period

Embotelladora Andina S.A had a return of 7.75% year-to-date (YTD) and 9.86% in the last 12 months. Over the past 10 years, Embotelladora Andina S.A had an annualized return of 5.17%, while the S&P 500 had an annualized return of 10.96%, indicating that Embotelladora Andina S.A did not perform as well as the benchmark.


AKO-A

YTD

7.75%

1M

0.53%

6M

-5.44%

1Y

9.86%

5Y*

5.38%

10Y*

5.17%

^GSPC (Benchmark)

YTD

23.00%

1M

-0.84%

6M

7.20%

1Y

24.88%

5Y*

12.77%

10Y*

10.96%

Monthly Returns

The table below presents the monthly returns of AKO-A, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024-8.02%5.93%0.24%3.35%14.36%-0.93%0.31%11.59%-8.34%-9.35%1.68%7.75%
202315.52%-1.22%-0.41%4.86%1.32%-1.07%7.24%-5.59%-5.66%-14.94%25.57%6.73%30.07%
20224.58%-1.49%2.83%-5.54%12.69%-8.11%-5.36%6.98%-8.65%-1.82%6.01%20.67%20.37%
2021-1.23%3.85%-0.82%0.37%-6.07%0.08%-7.33%3.72%-6.71%-1.70%-2.23%1.13%-16.34%
2020-13.85%-8.83%-16.32%14.65%-1.72%8.36%0.20%-3.25%-9.70%0.38%7.80%17.67%-10.55%
20196.80%-2.94%-2.28%-4.75%-5.58%11.37%-4.71%-7.86%5.33%-13.92%-10.43%17.92%-14.68%
2018-0.70%-0.54%-1.96%6.00%-15.10%-10.04%4.63%-5.54%-1.34%-6.30%4.44%-1.92%-26.63%
2017-2.16%1.41%11.34%2.27%-2.71%2.21%9.82%-2.89%1.58%11.27%-14.07%14.27%32.95%
2016-10.25%5.59%10.85%11.50%-5.05%7.85%8.42%-3.58%6.71%5.84%-10.02%1.63%29.49%
2015-0.48%0.28%-10.99%17.40%6.11%-2.69%-10.06%18.54%5.90%5.19%-11.39%3.04%16.78%
2014-12.03%-0.76%-2.96%9.03%3.40%-6.30%-2.96%-6.91%-3.29%-2.92%-1.54%-6.72%-30.30%
20133.87%7.20%-3.96%-1.34%-5.14%-8.16%-5.86%-9.30%7.85%2.51%-11.38%-6.12%-27.81%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of AKO-A is 63, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of AKO-A is 6363
Overall Rank
The Sharpe Ratio Rank of AKO-A is 6464
Sharpe Ratio Rank
The Sortino Ratio Rank of AKO-A is 6060
Sortino Ratio Rank
The Omega Ratio Rank of AKO-A is 6060
Omega Ratio Rank
The Calmar Ratio Rank of AKO-A is 6666
Calmar Ratio Rank
The Martin Ratio Rank of AKO-A is 6565
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Embotelladora Andina S.A (AKO-A) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for AKO-A, currently valued at 0.44, compared to the broader market-4.00-2.000.002.000.441.83
The chart of Sortino ratio for AKO-A, currently valued at 0.93, compared to the broader market-4.00-2.000.002.004.000.932.46
The chart of Omega ratio for AKO-A, currently valued at 1.13, compared to the broader market0.501.001.502.001.131.34
The chart of Calmar ratio for AKO-A, currently valued at 0.43, compared to the broader market0.002.004.006.000.432.72
The chart of Martin ratio for AKO-A, currently valued at 1.72, compared to the broader market0.0010.0020.001.7211.89
AKO-A
^GSPC

The current Embotelladora Andina S.A Sharpe ratio is 0.44. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Embotelladora Andina S.A with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio0.000.501.001.502.002.503.003.50JulyAugustSeptemberOctoberNovemberDecember
0.44
1.83
AKO-A (Embotelladora Andina S.A)
Benchmark (^GSPC)

Dividends

Dividend History

Embotelladora Andina S.A provided a 5.78% dividend yield over the last twelve months, with an annual payout of $0.77 per share.


2.00%4.00%6.00%8.00%10.00%12.00%14.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$0.77$1.01$1.55$0.75$0.57$0.63$0.59$0.67$0.48$0.41$0.46$0.69

Dividend yield

5.78%7.79%14.29%7.12%4.24%4.05%3.12%2.54%2.33%2.50%3.19%3.29%

Monthly Dividends

The table displays the monthly dividend distributions for Embotelladora Andina S.A. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.16$0.00$0.00$0.00$0.26$0.00$0.00$0.13$0.00$0.21$0.00$0.00$0.77
2023$0.20$0.00$0.00$0.00$0.46$0.00$0.00$0.21$0.00$0.14$0.00$0.00$1.01
2022$0.22$0.00$0.00$1.07$0.00$0.00$0.00$0.13$0.00$0.14$0.00$0.00$1.55
2021$0.16$0.00$0.00$0.00$0.22$0.00$0.00$0.15$0.00$0.21$0.00$0.00$0.75
2020$0.11$0.00$0.00$0.00$0.14$0.00$0.00$0.15$0.00$0.00$0.16$0.00$0.57
2019$0.13$0.00$0.00$0.00$0.19$0.00$0.00$0.18$0.00$0.14$0.00$0.00$0.63
2018$0.18$0.00$0.00$0.00$0.16$0.00$0.00$0.14$0.00$0.12$0.00$0.00$0.59
2017$0.16$0.00$0.00$0.00$0.17$0.00$0.00$0.18$0.00$0.16$0.00$0.00$0.67
2016$0.12$0.00$0.00$0.00$0.12$0.00$0.00$0.13$0.00$0.11$0.00$0.00$0.48
2015$0.07$0.00$0.00$0.00$0.12$0.00$0.00$0.11$0.00$0.11$0.00$0.00$0.41
2014$0.12$0.00$0.00$0.00$0.12$0.00$0.00$0.10$0.00$0.11$0.00$0.00$0.46
2013$0.12$0.12$0.00$0.00$0.00$0.00$0.45$0.00$0.69

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%5.8%
Embotelladora Andina S.A has a dividend yield of 5.78%, which means its dividend payment is significantly above the market average.
Payout Ratio
200.0%400.0%600.0%800.0%42.4%
Embotelladora Andina S.A has a payout ratio of 42.35%, which is quite average when compared to the overall market. This suggests that Embotelladora Andina S.A strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-35.00%-30.00%-25.00%-20.00%-15.00%-10.00%-5.00%0.00%JulyAugustSeptemberOctoberNovemberDecember
-29.74%
-3.66%
AKO-A (Embotelladora Andina S.A)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Embotelladora Andina S.A. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Embotelladora Andina S.A was 79.16%, occurring on Sep 24, 2002. Recovery took 1022 trading sessions.

The current Embotelladora Andina S.A drawdown is 29.74%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-79.16%Oct 7, 19971184Sep 24, 20021022Apr 5, 20072206
-66.44%Mar 5, 20131487Mar 23, 2020
-57.7%Apr 11, 2008127Oct 10, 2008409Jun 14, 2010536
-28.37%Nov 1, 199489Mar 9, 199531Apr 24, 1995120
-26.41%May 4, 2007178Jan 16, 200821Feb 15, 2008199

Volatility

Volatility Chart

The current Embotelladora Andina S.A volatility is 6.98%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%20.00%JulyAugustSeptemberOctoberNovemberDecember
6.98%
3.62%
AKO-A (Embotelladora Andina S.A)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Embotelladora Andina S.A over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Embotelladora Andina S.A compared to its peers in the Beverages - Non-Alcoholic industry.


PE Ratio
20.040.060.080.011.6
The chart displays the price to earnings (P/E) ratio for AKO-A in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, AKO-A has a PE value of 11.6. This PE value is considered to be low compared to the rest of the industry.
PEG Ratio
0.05.010.015.00.0
The chart displays the price to earnings to growth (PEG) ratio for AKO-A in comparison to other companies of the Beverages - Non-Alcoholic industry. Currently, AKO-A has a PEG value of 0.0. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Embotelladora Andina S.A.


Loading data...

Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
PortfoliosLab logo
Performance Analysis
Portfolio AnalysisPortfolio PerformanceStock ComparisonSharpe RatioMartin RatioTreynor RatioSortino RatioOmega RatioCalmar RatioSummers Ratio
Community
Discussions


Disclaimer

The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

Copyright © 2024 PortfoliosLab