FMX vs. KO
Compare and contrast key facts about Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FMX or KO.
Correlation
The correlation between FMX and KO is 0.46, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FMX vs. KO - Performance Comparison
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Key characteristics
FMX:
-0.44
KO:
0.94
FMX:
-0.40
KO:
1.45
FMX:
0.95
KO:
1.18
FMX:
-0.26
KO:
1.03
FMX:
-0.59
KO:
2.27
FMX:
18.51%
KO:
7.03%
FMX:
26.98%
KO:
16.64%
FMX:
-61.02%
KO:
-68.22%
FMX:
-24.10%
KO:
-4.57%
Fundamentals
FMX:
$177.01B
KO:
$303.54B
FMX:
$3.46
KO:
$2.49
FMX:
29.49
KO:
28.32
FMX:
0.38
KO:
2.75
FMX:
0.22
KO:
6.47
FMX:
11.53
KO:
11.89
FMX:
$799.65B
KO:
$46.89B
FMX:
$331.63B
KO:
$28.64B
FMX:
$88.03B
KO:
$16.01B
Returns By Period
In the year-to-date period, FMX achieves a 22.78% return, which is significantly higher than KO's 14.10% return. Over the past 10 years, FMX has underperformed KO with an annualized return of 2.90%, while KO has yielded a comparatively higher 8.99% annualized return.
FMX
22.78%
7.32%
8.36%
-11.63%
11.74%
2.90%
KO
14.10%
-0.34%
11.98%
14.81%
12.59%
8.99%
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Risk-Adjusted Performance
FMX vs. KO — Risk-Adjusted Performance Rank
FMX
KO
FMX vs. KO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) 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.
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Dividends
FMX vs. KO - Dividend Comparison
FMX's dividend yield for the trailing twelve months is around 4.61%, more than KO's 2.79% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FMX Fomento Económico Mexicano, S.A.B. de C.V. | 4.61% | 3.64% | 1.60% | 2.17% | 1.47% | 1.88% | 1.62% | 1.73% | 1.45% | 1.84% | 1.53% | 0.00% |
KO The Coca-Cola Company | 2.79% | 3.12% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% |
Drawdowns
FMX vs. KO - Drawdown Comparison
The maximum FMX drawdown since its inception was -61.02%, smaller than the maximum KO drawdown of -68.22%. Use the drawdown chart below to compare losses from any high point for FMX and KO. For additional features, visit the drawdowns tool.
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Volatility
FMX vs. KO - Volatility Comparison
Fomento Económico Mexicano, S.A.B. de C.V. (FMX) has a higher volatility of 6.76% compared to The Coca-Cola Company (KO) at 4.80%. This indicates that FMX'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.
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Financials
FMX vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Fomento Económico Mexicano, 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
FMX vs. KO - Profitability Comparison
FMX - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Fomento Económico Mexicano, S.A.B. de C.V. reported a gross profit of 78.92B and revenue of 195.82B. Therefore, the gross margin over that period was 40.3%.
KO - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a gross profit of 6.97B and revenue of 11.13B. Therefore, the gross margin over that period was 62.6%.
FMX - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Fomento Económico Mexicano, S.A.B. de C.V. reported an operating income of 13.57B and revenue of 195.82B, resulting in an operating margin of 6.9%.
KO - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported an operating income of 3.66B and revenue of 11.13B, resulting in an operating margin of 32.9%.
FMX - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Fomento Económico Mexicano, S.A.B. de C.V. reported a net income of 6.42B and revenue of 195.82B, resulting in a net margin of 3.3%.
KO - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, The Coca-Cola Company reported a net income of 3.33B and revenue of 11.13B, resulting in a net margin of 29.9%.