AMX vs. KO
Compare and contrast key facts about América Móvil, S.A.B. de C.V. (AMX) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: AMX or KO.
Key characteristics
| AMX | KO | |
|---|---|---|
| YTD Return | -1.19% | 5.61% |
| 1Y Return | -10.10% | 0.25% |
| 3Y Return (Ann) | 11.31% | 8.02% |
| 5Y Return (Ann) | 6.50% | 8.38% |
| 10Y Return (Ann) | 2.46% | 7.54% |
| Sharpe Ratio | -0.46 | -0.02 |
| Daily Std Dev | 24.55% | 13.19% |
| Max Drawdown | -64.35% | -68.23% |
| Current Drawdown | -18.18% | -0.93% |
Fundamentals
| AMX | KO | |
|---|---|---|
| Market Cap | $56.65B | $259.40B |
| EPS | $1.44 | $2.47 |
| PE Ratio | 12.68 | 24.36 |
| PEG Ratio | 1.24 | 2.93 |
| Revenue (TTM) | $810.38B | $45.75B |
| Gross Profit (TTM) | $355.34B | $25.00B |
| EBITDA (TTM) | $317.44B | $14.44B |
Correlation
The correlation between AMX and KO is 0.31, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
AMX vs. KO - Performance Comparison
In the year-to-date period, AMX achieves a -1.19% return, which is significantly lower than KO's 5.61% return. Over the past 10 years, AMX has underperformed KO with an annualized return of 2.46%, while KO has yielded a comparatively higher 7.54% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
AMX vs. KO - Risk-Adjusted Performance 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.
Dividends
AMX vs. KO - Dividend Comparison
AMX's dividend yield for the trailing twelve months is around 3.05%, which matches KO's 3.02% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 3.05% | 120.01% | 2.41% | 1.92% | 2.49% | 2.34% | 2.34% | 1.94% | 3.43% | 9.12% | 1.63% | 1.48% |
KO The Coca-Cola Company | 3.02% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
AMX vs. KO - Drawdown Comparison
The maximum AMX drawdown since its inception was -64.35%, 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. For additional features, visit the drawdowns tool.
Volatility
AMX vs. KO - Volatility Comparison
América Móvil, S.A.B. de C.V. (AMX) has a higher volatility of 7.76% compared to The Coca-Cola Company (KO) at 4.08%. This indicates that AMX's price experiences larger fluctuations and is considered to be riskier than KO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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