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.
Performance
AMX vs. KO - Performance Comparison
Returns By Period
In the year-to-date period, AMX achieves a -16.45% return, which is significantly lower than KO's 8.63% return. Over the past 10 years, AMX has underperformed KO with an annualized return of -1.48%, while KO has yielded a comparatively higher 6.82% annualized return.
AMX
-16.45%
-10.94%
-21.26%
-12.63%
2.26%
-1.48%
KO
8.63%
-11.14%
0.95%
12.41%
6.67%
6.82%
Fundamentals
| AMX | KO | |
|---|---|---|
| Market Cap | $46.22B | $272.94B |
| EPS | $0.58 | $2.40 |
| PE Ratio | 26.03 | 26.33 |
| PEG Ratio | 1.24 | 2.67 |
| Total Revenue (TTM) | $836.12B | $46.37B |
| Gross Profit (TTM) | $402.69B | $28.02B |
| EBITDA (TTM) | $283.62B | $11.65B |
Key characteristics
| AMX | KO | |
|---|---|---|
| Sharpe Ratio | -0.51 | 1.01 |
| Sortino Ratio | -0.57 | 1.49 |
| Omega Ratio | 0.93 | 1.18 |
| Calmar Ratio | -0.40 | 0.85 |
| Martin Ratio | -1.07 | 3.52 |
| Ulcer Index | 11.79% | 3.61% |
| Daily Std Dev | 24.85% | 12.57% |
| Max Drawdown | -64.34% | -40.60% |
| Current Drawdown | -31.16% | -13.68% |
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Correlation
The correlation between AMX and KO is 0.32, 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.
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 3.37%, more than KO's 3.06% yield.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AMX América Móvil, S.A.B. de C.V. | 3.37% | 120.36% | 4.00% | 1.88% | 2.42% | 2.29% | 2.30% | 1.91% | 3.39% | 8.96% | 1.63% | 1.48% |
KO The Coca-Cola Company | 3.06% | 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 -64.34%, which is greater than KO's maximum drawdown of -40.60%. 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 6.39% compared to The Coca-Cola Company (KO) at 4.18%. 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