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KCDMY vs. AEP
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

KCDMY vs. AEP - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Kimberly-Clark de Mexico (KCDMY) and American Electric Power Company, Inc. (AEP). The values are adjusted to include any dividend payments, if applicable.

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Returns By Period

In the year-to-date period, KCDMY achieves a 4.49% return, which is significantly lower than AEP's 11.21% return. Over the past 10 years, KCDMY has underperformed AEP with an annualized return of 5.33%, while AEP has yielded a comparatively higher 10.55% annualized return.


KCDMY

1D
-0.99%
1M
-1.34%
YTD
4.49%
6M
7.81%
1Y
32.34%
3Y*
9.43%
5Y*
11.08%
10Y*
5.33%

AEP

1D
-0.63%
1M
-5.52%
YTD
11.21%
6M
8.62%
1Y
26.72%
3Y*
19.14%
5Y*
11.95%
10Y*
10.55%
*Multi-year figures are annualized to reflect compound growth (CAGR)

KCDMY vs. AEP - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
KCDMY
Kimberly-Clark de Mexico
4.49%55.77%-28.48%40.30%15.89%-3.90%-9.84%29.96%-4.95%4.36%
AEP
American Electric Power Company, Inc.
11.21%29.38%18.18%-10.98%10.38%10.68%-9.01%30.52%5.38%20.95%

Correlation

The correlation between KCDMY and AEP is 0.04, meaning there is essentially no relationship between their price movements. Each responds to its own set of market drivers, making them strong candidates for combining in a diversified portfolio.


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

0.04

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

0.09

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

0.09

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

0.10

Correlation (All Time)
Calculated using the full available price history since Jul 16, 2007

0.18

The correlation between KCDMY and AEP shifts across timeframes, from 0.04 (1 year) to 0.18 (all time), reflecting how their relationship changes across market environments.

Fundamentals

Market Cap

KCDMY:

$6.63B

AEP:

$69.10B

EPS

KCDMY:

$12.88

AEP:

$6.82

PE Ratio

KCDMY:

0.86

AEP:

18.51

PEG Ratio

KCDMY:

0.06

AEP:

2.08

PS Ratio

KCDMY:

0.12

AEP:

3.05

PB Ratio

KCDMY:

2.65

AEP:

2.17

Total Revenue (TTM)

KCDMY:

$55.74B

AEP:

$22.16B

Gross Profit (TTM)

KCDMY:

$22.07B

AEP:

$8.95B

EBITDA (TTM)

KCDMY:

$14.69B

AEP:

$8.70B

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Return for Risk

KCDMY vs. AEP — Risk / Return Rank

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

KCDMY
KCDMY Risk / Return Rank: 7575
Overall Rank
KCDMY Sharpe Ratio Rank: 7676
Sharpe Ratio Rank
KCDMY Sortino Ratio Rank: 7070
Sortino Ratio Rank
KCDMY Omega Ratio Rank: 6868
Omega Ratio Rank
KCDMY Calmar Ratio Rank: 7979
Calmar Ratio Rank
KCDMY Martin Ratio Rank: 8080
Martin Ratio Rank

AEP
AEP Risk / Return Rank: 7979
Overall Rank
AEP Sharpe Ratio Rank: 8080
Sharpe Ratio Rank
AEP Sortino Ratio Rank: 7878
Sortino Ratio Rank
AEP Omega Ratio Rank: 7575
Omega Ratio Rank
AEP Calmar Ratio Rank: 8282
Calmar Ratio Rank
AEP Martin Ratio Rank: 8282
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.

KCDMY vs. AEP - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Kimberly-Clark de Mexico (KCDMY) and American Electric Power Company, Inc. (AEP). 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.


KCDMYAEPDifference
Sharpe ratioReturn per unit of total volatility

-0.29

Sortino ratioReturn per unit of downside risk

-0.52

Omega ratioGain probability vs. loss probability

1.22

1.27

-0.06

Calmar ratioReturn relative to maximum drawdown

2.54

2.95

-0.41

Martin ratioReturn relative to average drawdown

6.59

7.65

-1.06

KCDMY vs. AEP - Sharpe Ratio Comparison

The current KCDMY Sharpe Ratio is 1.19, which is comparable to the AEP Sharpe Ratio of 1.48. The chart below compares the historical Sharpe Ratios of KCDMY and AEP, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Sharpe Ratios by Period


KCDMYAEPDifference

Sharpe Ratio (1Y)

Calculated over the trailing 1-year period

1.19

1.48

-0.29

Sharpe Ratio (5Y)

Calculated over the trailing 5-year period

0.34

0.60

-0.25

Sharpe Ratio (10Y)

Calculated over the trailing 10-year period

0.16

0.50

-0.35

Sharpe Ratio (All Time)

Calculated using the full available price history

0.04

0.29

-0.25

Drawdowns

KCDMY vs. AEP - Drawdown Comparison

The maximum KCDMY drawdown since its inception was -74.61%, which is greater than AEP's maximum drawdown of -62.75%. Use the drawdown chart below to compare losses from any high point for KCDMY and AEP.


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Drawdown Indicators


KCDMYAEPDifference

Max Drawdown

Largest peak-to-trough decline

-74.61%

-62.75%

-11.86%

Max Drawdown (1Y)

Largest decline over 1 year

-12.77%

-9.09%

-3.68%

Max Drawdown (3Y)

Largest decline over 3 years

-39.82%

-18.04%

-21.78%

Max Drawdown (5Y)

Largest decline over 5 years

-39.82%

-29.56%

-10.26%

Max Drawdown (10Y)

Largest decline over 10 years

-42.87%

-32.91%

-9.96%

Current Drawdown

Current decline from peak

-31.94%

-7.23%

-24.71%

Average Drawdown

Average peak-to-trough decline

-46.44%

-17.55%

-28.89%

Ulcer Index

Depth and duration of drawdowns from previous peaks

4.92%

3.50%

+1.42%

Volatility

KCDMY vs. AEP - Volatility Comparison

The current volatility for Kimberly-Clark de Mexico (KCDMY) is 6.56%, while American Electric Power Company, Inc. (AEP) has a volatility of 7.64%. This indicates that KCDMY experiences smaller price fluctuations and is considered to be less risky than AEP based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


KCDMYAEPDifference

Volatility (1M)

Calculated over the trailing 1-month period

6.56%

7.64%

-1.08%

Volatility (6M)

Calculated over the trailing 6-month period

20.08%

13.37%

+6.71%

Volatility (1Y)

Calculated over the trailing 1-year period

27.50%

18.17%

+9.33%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

32.30%

20.04%

+12.26%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

34.06%

20.96%

+13.10%

Dividends

KCDMY vs. AEP - Dividend Comparison

KCDMY's dividend yield for the trailing twelve months is around 4.97%, more than AEP's 2.99% yield.


PositionTTM20252024202320222021202020192018201720162015
AEP
American Electric Power Company, Inc.
2.99%3.24%3.87%4.15%3.34%3.37%3.41%2.87%3.39%3.25%3.61%3.69%
KCDMY
Kimberly-Clark de Mexico
4.97%4.82%12.08%3.96%4.24%6.72%4.70%4.08%5.16%7.20%5.68%3.98%

Financials

KCDMY vs. AEP - Financials Comparison

This section allows you to compare key financial metrics between Kimberly-Clark de Mexico and American Electric Power Company, Inc.. 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


4.00B6.00B8.00B10.00B12.00B14.00B20222023202420252026
14.59B
6.02B
(KCDMY) Total Revenue
(AEP) Total Revenue
Values in USD except per share items

KCDMY vs. AEP - Profitability Comparison

The chart below illustrates the profitability comparison between Kimberly-Clark de Mexico and American Electric Power Company, Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

10.0%20.0%30.0%40.0%50.0%60.0%20222023202420252026
41.0%
64.8%
Portfolio components
KCDMY - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Kimberly-Clark de Mexico reported a gross profit of 5.98B and revenue of 14.59B. Therefore, the gross margin over that period was 41.0%.

AEP - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, American Electric Power Company, Inc. reported a gross profit of 3.90B and revenue of 6.02B. Therefore, the gross margin over that period was 64.8%.

KCDMY - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Kimberly-Clark de Mexico reported an operating income of 3.39B and revenue of 14.59B, resulting in an operating margin of 23.2%.

AEP - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, American Electric Power Company, Inc. reported an operating income of 1.36B and revenue of 6.02B, resulting in an operating margin of 22.6%.

KCDMY - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Kimberly-Clark de Mexico reported a net income of 2.06B and revenue of 14.59B, resulting in a net margin of 14.1%.

AEP - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, American Electric Power Company, Inc. reported a net income of 874.00M and revenue of 6.02B, resulting in a net margin of 14.5%.


Frequently Asked Questions


KCDMY and AEP have a correlation of 0.04, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

AEP has higher volatility (7.64%) compared to KCDMY (6.56%). In terms of maximum drawdown, KCDMY dropped -74.61% vs AEP's -62.75%.

AEP currently has the higher Sharpe Ratio (1.48 vs 1.19), 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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