AKO-A vs. VALE
AKO-A (Embotelladora Andina S.A) and VALE (Vale S.A.) are both stocks. AKO-A operates in Beverages - Non-Alcoholic (Consumer Defensive), while VALE operates in Other Industrial Metals & Mining (Basic Materials). Over the past 10 years, AKO-A returned 8.38%/yr vs 20.98%/yr for VALE. At a 0.18 correlation, their price movements are largely independent.
Performance
AKO-A vs. VALE - Performance Comparison
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Returns By Period
In the year-to-date period, AKO-A achieves a -10.20% return, which is significantly lower than VALE's 15.04% return. Over the past 10 years, AKO-A has underperformed VALE with an annualized return of 8.38%, while VALE has yielded a comparatively higher 20.98% annualized return.
AKO-A
- 1D
- -11.01%
- 1M
- -7.42%
- YTD
- -10.20%
- 6M
- -8.49%
- 1Y
- 4.96%
- 3Y*
- 25.94%
- 5Y*
- 21.94%
- 10Y*
- 8.38%
VALE
- 1D
- -1.58%
- 1M
- -9.86%
- YTD
- 15.04%
- 6M
- 19.11%
- 1Y
- 66.24%
- 3Y*
- 10.73%
- 5Y*
- 1.65%
- 10Y*
- 20.98%
AKO-A vs. VALE - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AKO-A Embotelladora Andina S.A | -10.20% | 69.94% | 22.39% | 32.28% | 25.25% | -15.56% | -9.03% | -14.12% | -25.96% | 33.08% |
VALE Vale S.A. | 15.04% | 60.70% | -38.83% | 1.57% | 32.54% | -1.45% | 32.40% | 2.72% | 12.25% | 68.03% |
Correlation
The correlation between AKO-A and VALE is 0.10, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.10 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.07 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.08 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.13 |
Correlation (All Time) Calculated using the full available price history since Mar 22, 2002 | 0.18 |
The correlation between AKO-A and VALE shifts across timeframes, from 0.07 (3 years) to 0.18 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AKO-A:
$3.06B
VALE:
$64.08B
AKO-A:
$1.95K
VALE:
$0.65
AKO-A:
0.01
VALE:
22.94
AKO-A:
0.00
VALE:
1.62
AKO-A:
0.00
VALE:
1.75
AKO-A:
$3.42T
VALE:
$39.53B
AKO-A:
$1.34T
VALE:
$13.65B
AKO-A:
$620.88B
VALE:
$14.33B
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Return for Risk
AKO-A vs. VALE — Risk / Return Rank
AKO-A
VALE
AKO-A vs. VALE - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for Embotelladora Andina S.A (AKO-A) and Vale S.A. (VALE). 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.
| AKO-A | VALE | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -1.99 | ||
| Sortino ratioReturn per unit of downside risk | -2.13 | ||
| Omega ratioGain probability vs. loss probability | 1.08 | 1.34 | -0.27 |
| Calmar ratioReturn relative to maximum drawdown | 0.22 | 3.35 | -3.13 |
| Martin ratioReturn relative to average drawdown | 0.55 | 11.56 | -11.01 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| AKO-A | VALE | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.10 | 2.09 | -1.99 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.52 | 0.05 | +0.47 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.20 | 0.52 | -0.32 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.20 | 0.30 | -0.10 |
Drawdowns
AKO-A vs. VALE - Drawdown Comparison
The maximum AKO-A drawdown since its inception was -79.18%, smaller than the maximum VALE drawdown of -92.78%. Use the drawdown chart below to compare losses from any high point for AKO-A and VALE.
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Drawdown Indicators
| AKO-A | VALE | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -79.18% | -92.78% | +13.60% |
Max Drawdown (1Y)Largest decline over 1 year | -22.40% | -19.85% | -2.55% |
Max Drawdown (3Y)Largest decline over 3 years | -25.41% | -41.94% | +16.53% |
Max Drawdown (5Y)Largest decline over 5 years | -25.41% | -49.79% | +24.38% |
Max Drawdown (10Y)Largest decline over 10 years | -63.51% | -57.60% | -5.91% |
Current DrawdownCurrent decline from peak | -22.40% | -15.88% | -6.52% |
Average DrawdownAverage peak-to-trough decline | -30.92% | -36.72% | +5.80% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.07% | 5.75% | +3.32% |
Volatility
AKO-A vs. VALE - Volatility Comparison
Embotelladora Andina S.A (AKO-A) has a higher volatility of 16.27% compared to Vale S.A. (VALE) at 9.08%. This indicates that AKO-A's price experiences larger fluctuations and is considered to be riskier than VALE based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AKO-A | VALE | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 16.27% | 9.08% | +7.19% |
Volatility (6M)Calculated over the trailing 6-month period | 41.68% | 26.61% | +15.07% |
Volatility (1Y)Calculated over the trailing 1-year period | 52.00% | 31.92% | +20.08% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 42.35% | 35.45% | +6.90% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 41.97% | 40.87% | +1.10% |
Dividends
AKO-A vs. VALE - Dividend Comparison
AKO-A's dividend yield for the trailing twelve months is around 5.09%, more than VALE's 3.83% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AKO-A Embotelladora Andina S.A | 5.09% | 5.24% | 6.95% | 9.27% | 17.81% | 8.12% | 5.74% | 4.72% | 4.16% | 2.63% | 2.34% | 2.50% |
VALE Vale S.A. | 3.83% | 7.29% | 11.41% | 7.75% | 8.63% | 19.70% | 2.72% | 2.63% | 4.16% | 3.77% | 1.06% | 7.48% |
Financials
AKO-A vs. VALE - Financials Comparison
This section allows you to compare key financial metrics between Embotelladora Andina S.A and Vale S.A.. 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
AKO-A vs. VALE - Profitability Comparison
AKO-A - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a gross profit of 393.07B and revenue of 958.49B. Therefore, the gross margin over that period was 41.0%.
VALE - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a gross profit of 3.06B and revenue of 9.26B. Therefore, the gross margin over that period was 33.0%.
AKO-A - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported an operating income of 147.46B and revenue of 958.49B, resulting in an operating margin of 15.4%.
VALE - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported an operating income of 2.67B and revenue of 9.26B, resulting in an operating margin of 28.8%.
AKO-A - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Embotelladora Andina S.A reported a net income of 102.93B and revenue of 958.49B, resulting in a net margin of 10.7%.
VALE - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Vale S.A. reported a net income of 1.89B and revenue of 9.26B, resulting in a net margin of 20.5%.
Frequently Asked Questions
AKO-A and VALE have a correlation of 0.10, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
AKO-A has higher volatility (16.27%) compared to VALE (9.08%). In terms of maximum drawdown, AKO-A dropped -79.18% vs VALE's -92.78%.
VALE currently has the higher Sharpe Ratio (2.09 vs 0.10), 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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