PortfoliosLab logoPortfoliosLab logo
AKO-B vs. SBS
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

AKO-B vs. SBS - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Embotelladora Andina S.A (AKO-B) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS). The values are adjusted to include any dividend payments, if applicable.

Loading charts...

Returns By Period

In the year-to-date period, AKO-B achieves a 5.72% return, which is significantly lower than SBS's 15.92% return. Over the past 10 years, AKO-B has underperformed SBS with an annualized return of 10.80%, while SBS has yielded a comparatively higher 17.02% annualized return.


AKO-B

1D
0.46%
1M
6.56%
YTD
5.72%
6M
8.76%
1Y
19.54%
3Y*
31.29%
5Y*
27.56%
10Y*
10.80%

SBS

1D
1.67%
1M
-18.06%
YTD
15.92%
6M
7.94%
1Y
44.07%
3Y*
42.25%
5Y*
32.86%
10Y*
17.02%
*Multi-year figures are annualized to reflect compound growth (CAGR)

AKO-B vs. SBS - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
AKO-B
Embotelladora Andina S.A
5.72%62.01%31.46%12.77%34.54%-7.56%-9.30%-20.16%-19.96%33.88%
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
15.92%80.60%-4.21%46.89%48.42%-13.79%-40.98%91.22%-20.37%23.83%

Correlation

The correlation between AKO-B and SBS is 0.24, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.24

Correlation (3Y)
Calculated over the trailing 3-year period

0.16

Correlation (5Y)
Calculated over the trailing 5-year period

0.16

Correlation (10Y)
Calculated over the trailing 10-year period

0.15

Correlation (All Time)
Calculated using the full available price history since May 13, 2002

0.19

Fundamentals

Market Cap

AKO-B:

$4.32B

SBS:

$19.35B

EPS

AKO-B:

$1.95K

SBS:

$2.48

PE Ratio

AKO-B:

0.01

SBS:

2.22

PEG Ratio

AKO-B:

0.00

SBS:

0.04

PS Ratio

AKO-B:

0.00

SBS:

0.49

PB Ratio

AKO-B:

0.00

SBS:

0.45

Total Revenue (TTM)

AKO-B:

$3.42T

SBS:

$38.70B

Gross Profit (TTM)

AKO-B:

$1.34T

SBS:

$13.96B

EBITDA (TTM)

AKO-B:

$620.88B

SBS:

$14.87B

Compare stocks, funds, or ETFs

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


Return for Risk

AKO-B vs. SBS — Risk / Return Rank

Compare risk-adjusted metric ranks to identify better-performing investments over the past 12 months.

AKO-B
AKO-B Risk / Return Rank: 5757
Overall Rank
AKO-B Sharpe Ratio Rank: 6161
Sharpe Ratio Rank
AKO-B Sortino Ratio Rank: 5555
Sortino Ratio Rank
AKO-B Omega Ratio Rank: 5353
Omega Ratio Rank
AKO-B Calmar Ratio Rank: 5858
Calmar Ratio Rank
AKO-B Martin Ratio Rank: 5959
Martin Ratio Rank

SBS
SBS Risk / Return Rank: 7575
Overall Rank
SBS Sharpe Ratio Rank: 7979
Sharpe Ratio Rank
SBS Sortino Ratio Rank: 7575
Sortino Ratio Rank
SBS Omega Ratio Rank: 7171
Omega Ratio Rank
SBS Calmar Ratio Rank: 7474
Calmar Ratio Rank
SBS Martin Ratio Rank: 7878
Martin Ratio Rank
The rank (0–100) shows how this investment's returns compare to the risk taken. Higher = better. Based on the past 12 months of data, combining Sharpe, Sortino, and other metrics used by quantitative funds and institutional investors.

AKO-B vs. SBS - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Embotelladora Andina S.A (AKO-B) and Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS). 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-BSBSDifference
Sharpe ratioReturn per unit of total volatility

-0.73

Sortino ratioReturn per unit of downside risk

-0.90

Omega ratioGain probability vs. loss probability

1.12

1.23

-0.11

Calmar ratioReturn relative to maximum drawdown

0.75

1.86

-1.12

Martin ratioReturn relative to average drawdown

1.85

5.96

-4.11

AKO-B vs. SBS - Sharpe Ratio Comparison

The current AKO-B Sharpe Ratio is 0.58, which is lower than the SBS Sharpe Ratio of 1.31. The chart below compares the historical Sharpe Ratios of AKO-B and SBS, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


Loading charts...

Sharpe Ratios by Period


AKO-BSBSDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

0.58

1.31

-0.73

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.70

0.90

-0.20

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.26

0.39

-0.13

Sharpe Ratio (All Time)

Calculated using the full available price history

0.19

0.35

-0.16

Drawdowns

AKO-B vs. SBS - Drawdown Comparison

The maximum AKO-B drawdown since its inception was -75.32%, roughly equal to the maximum SBS drawdown of -76.49%. Use the drawdown chart below to compare losses from any high point for AKO-B and SBS.


Loading charts...

Drawdown Indicators


AKO-BSBSDifference

Max Drawdown

Largest peak-to-trough decline

-75.32%

-76.49%

+1.17%

Max Drawdown (1Y)

Largest decline over 1 year

-26.20%

-23.75%

-2.45%

Max Drawdown (3Y)

Largest decline over 3 years

-32.27%

-23.79%

-8.48%

Max Drawdown (5Y)

Largest decline over 5 years

-32.27%

-30.35%

-1.92%

Max Drawdown (10Y)

Largest decline over 10 years

-63.01%

-61.91%

-1.10%

Current Drawdown

Current decline from peak

-11.51%

-22.48%

+10.97%

Average Drawdown

Average peak-to-trough decline

-32.25%

-25.71%

-6.54%

Ulcer Index

Depth and duration of drawdowns from previous peaks

10.59%

7.42%

+3.17%

Volatility

AKO-B vs. SBS - Volatility Comparison

Embotelladora Andina S.A (AKO-B) has a higher volatility of 13.05% compared to Companhia de Saneamento Básico do Estado de São Paulo - SABESP (SBS) at 9.39%. This indicates that AKO-B's price experiences larger fluctuations and is considered to be riskier than SBS based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


Loading charts...

Volatility by Period


AKO-BSBSDifference

Volatility (1M)

Calculated over the trailing 1-month period

13.05%

9.39%

+3.66%

Volatility (6M)

Calculated over the trailing 6-month period

24.65%

25.41%

-0.76%

Volatility (1Y)

Calculated over the trailing 1-year period

33.66%

33.83%

-0.17%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

39.75%

36.90%

+2.85%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

41.97%

43.56%

-1.59%

Dividends

AKO-B vs. SBS - Dividend Comparison

AKO-B's dividend yield for the trailing twelve months is around 3.96%, more than SBS's 2.32% yield.


PositionTTM20252024202320222021202020192018201720162015
AKO-B
Embotelladora Andina S.A
3.96%4.81%6.14%8.89%14.66%7.26%5.63%4.65%2.89%2.36%2.35%2.85%
SBS
Companhia de Saneamento Básico do Estado de São Paulo - SABESP
2.32%4.68%1.96%1.66%1.88%0.97%2.93%1.99%3.86%2.76%0.65%1.91%

Financials

AKO-B vs. SBS - Financials Comparison

This section allows you to compare key financial metrics between Embotelladora Andina S.A and Companhia de Saneamento Básico do Estado de São Paulo - SABESP. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.00200.00B400.00B600.00B800.00B1.00T20222023202420252026
958.49B
9.78B
(AKO-B) Total Revenue
(SBS) Total Revenue
Values in USD except per share items

AKO-B vs. SBS - Profitability Comparison

The chart below illustrates the profitability comparison between Embotelladora Andina S.A and Companhia de Saneamento Básico do Estado de São Paulo - SABESP over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

30.0%40.0%50.0%60.0%70.0%20222023202420252026
41.0%
38.8%
Portfolio components
AKO-B - 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%.

SBS - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a gross profit of 3.79B and revenue of 9.78B. Therefore, the gross margin over that period was 38.8%.

AKO-B - 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%.

SBS - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported an operating income of 3.33B and revenue of 9.78B, resulting in an operating margin of 34.1%.

AKO-B - 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%.

SBS - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Companhia de Saneamento Básico do Estado de São Paulo - SABESP reported a net income of 1.72B and revenue of 9.78B, resulting in a net margin of 17.6%.


Frequently Asked Questions


AKO-B and SBS have a correlation of 0.24, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AKO-B has higher volatility (13.05%) compared to SBS (9.39%). In terms of maximum drawdown, AKO-B dropped -75.32% vs SBS's -76.49%.

SBS currently has the higher Sharpe Ratio (1.31 vs 0.58), 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.

Portfolio Optimizer

Find the right allocation for AKO-B and SBS

Add both to a portfolio and optimize allocations for your target — whether that's maximizing returns, minimizing drawdowns, or balancing risk across holdings.

Open Portfolio Optimizer