AMX vs. KO
AMX (América Móvil, S.A.B. de C.V.) and KO (The Coca-Cola Company) are both stocks. AMX operates in Telecom Services (Communication Services), while KO operates in Beverages - Non-Alcoholic (Consumer Defensive). Over the past 10 years, AMX returned 11.14%/yr vs 10.64%/yr for KO. Their 0.30 correlation means their historical movements had little consistent relationship.
Performance
AMX vs. KO - Performance Comparison
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Returns By Period
In the year-to-date period, AMX achieves a 24.12% return, which is significantly lower than KO's 26.97% return. Both investments have delivered pretty close results over the past 10 years, with AMX having a 11.14% annualized return and KO not far behind at 10.64%.
AMX
- 1D
- 0.12%
- 1M
- -0.25%
- 6M
- 23.94%
- YTD
- 24.12%
- 1Y
- 44.64%
- 3Y*
- 10.61%
- 5Y*
- 12.17%
- 10Y*
- 11.14%
- ALL TIME*
- 10.71%
KO
- 1D
- -1.02%
- 1M
- 4.10%
- 6M
- 18.65%
- YTD
- 26.97%
- 1Y
- 30.80%
- 3Y*
- 15.70%
- 5Y*
- 12.23%
- 10Y*
- 10.64%
- ALL TIME*
- 12.27%
Liquidity Comparison
| Position | Avg. Volume Value (2W) | Avg. Volume Value (1M) | Avg. Volume Value (3M) |
|---|---|---|---|
| $54.44M | $44.67M | $37.56M | |
| $1.49B | $1.47B | $1.44B |
AMX vs. KO - Yearly Performance Comparison
| 2026 (YTD) | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | |
|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 24.12% | 48.56% | -20.36% | 4.60% | -9.82% | 48.68% | -6.62% | 15.01% | -15.29% | 39.13% |
KO The Coca-Cola Company | 26.97% | 15.60% | 8.88% | -4.43% | 10.61% | 11.37% | 2.47% | 20.60% | 6.77% | 14.38% |
Correlation
The correlation between AMX and KO is 0.11, which is low. Their historical price movements had little consistent relationship.
| Correlation | |
|---|---|
Correlation (1Y) Focuses on recent behavior, but can change the most. | 0.11 |
Correlation (3Y) Balances recent behavior with more history. | 0.17 |
Correlation (5Y) Shows whether the relationship held over a longer period. | 0.19 |
Correlation (10Y) Provides a long-term view across more market conditions. | 0.24 |
Correlation (All Time) Calculated using the full available price history since Feb 8, 2001 | 0.30 |
The correlation between AMX and KO shifts across timeframes, from 0.11 (1 year) to 0.30 (all time), reflecting how their relationship changes across market environments.
Fundamentals
AMX:
$76.08B
KO:
$376.85B
AMX:
MX$29.79
KO:
$3.32
AMX:
14.76
KO:
26.39
AMX:
0.30
KO:
3.18
AMX:
1.38
KO:
7.54
AMX:
3.51
KO:
10.45
AMX:
MX$952.96B
KO:
$50.13B
AMX:
MX$462.01B
KO:
$31.02B
AMX:
MX$393.29B
KO:
$19.57B
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Return for Risk
AMX vs. KO — Risk / Return Rank
AMX
KO
AMX vs. KO - Risk-Adjusted Trends Comparison
This table presents a comparison of risk-adjusted performance metrics for América Móvil, S.A.B. de C.V. (AMX) and The Coca-Cola Company (KO). 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.
Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.
| AMX | KO | Difference | |
|---|---|---|---|
| Sharpe ratioReturn per unit of total volatility | -0.14 | ||
| Sortino ratioReturn per unit of downside risk | -0.24 | ||
| Omega ratioGain probability vs. loss probability | 1.31 | 1.32 | -0.01 |
| Calmar ratioReturn relative to maximum drawdown | 2.86 | 4.17 | -1.31 |
| Martin ratioReturn relative to average drawdown | 7.26 | 9.09 | -1.83 |
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Drawdowns
AMX vs. KO - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.34%, smaller than the maximum KO drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for AMX and KO.
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Drawdown Indicators
| AMX | KO | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -64.34% | -68.23% | +3.89% |
Max Drawdown (1Y)Largest decline over 1 year | -15.36% | -7.87% | -7.49% |
Max Drawdown (3Y)Largest decline over 3 years | -31.64% | -15.50% | -16.14% |
Max Drawdown (5Y)Largest decline over 5 years | -38.08% | -17.27% | -20.81% |
Max Drawdown (10Y)Largest decline over 10 years | -44.45% | -36.99% | -7.46% |
Current DrawdownCurrent decline from peak | -7.55% | -1.67% | -5.88% |
Average DrawdownAverage peak-to-trough decline | -24.00% | -16.06% | -7.94% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 6.04% | 3.60% | +2.44% |
Volatility
AMX vs. KO - Volatility Comparison
The current volatility for América Móvil, S.A.B. de C.V. (AMX) is 5.53%, while The Coca-Cola Company (KO) has a volatility of 9.09%. This indicates that AMX experiences smaller price fluctuations and is considered to be less risky than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Volatility by Period
| AMX | KO | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 5.53% | 9.09% | -3.56% |
Volatility (6M)Calculated over the trailing 6-month period | 21.80% | 15.06% | +6.74% |
Volatility (1Y)Calculated over the trailing 1-year period | 27.11% | 18.66% | +8.45% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 25.81% | 16.64% | +9.17% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 28.87% | 18.42% | +10.45% |
Dividends
AMX vs. KO - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 2.33%, less than KO's 2.37% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 2.33% | 2.68% | 3.59% | 2.83% | 4.41% | 1.88% | 2.49% | 2.29% | 2.24% | 1.91% | 2.27% | 8.55% |
KO The Coca-Cola Company | 2.37% | 2.92% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% |
Financials
AMX vs. KO - Financials Comparison
This section allows you to compare key financial metrics between América Móvil, S.A.B. de C.V. and The Coca-Cola Company. 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
AMX vs. KO - Profitability Comparison
AMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported a gross profit of 109.10B and revenue of 242.23B. Therefore, the gross margin over that period was 45.0%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a gross profit of 8.42B and revenue of 13.38B. Therefore, the gross margin over that period was 62.9%.
AMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported an operating income of 55.33B and revenue of 242.23B, resulting in an operating margin of 22.8%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported an operating income of 4.67B and revenue of 13.38B, resulting in an operating margin of 34.9%.
AMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, América Móvil, S.A.B. de C.V. reported a net income of 24.45B and revenue of 242.23B, resulting in a net margin of 10.1%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Aug 2026, The Coca-Cola Company reported a net income of 4.43B and revenue of 13.38B, resulting in a net margin of 33.1%.
Frequently Asked Questions
AMX and KO have a correlation of 0.11, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
KO has higher volatility (9.09%) compared to AMX (5.53%). In terms of maximum drawdown, AMX dropped -64.34% vs KO's -68.23%.
KO currently has the higher Sharpe Ratio (1.76 vs 1.62), 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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