KOF vs. CAT

Last updated Apr 1, 2026

Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and Caterpillar Inc. (CAT).

Performance

KOF vs. CAT - Performance Comparison

The chart below illustrates the hypothetical performance of a $10,000 investment in Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and Caterpillar Inc. (CAT). The values are adjusted to include any dividend payments, if applicable.

KOF vs. CAT - Yearly Performance Comparison

	2026 (YTD)	2025	2024	2023	2022	2021	2020	2019	2018	2017
KOF Coca-Cola FEMSA, S.A.B. de C.V.	3.00%	27.03%	-14.60%	45.09%	29.83%	24.85%	-19.17%	2.46%	-9.99%	12.36%
CAT Caterpillar Inc.	23.96%	60.30%	24.66%	25.95%	18.60%	15.95%	26.97%	19.51%	-17.56%	75.03%

Fundamentals

Market Cap KOF : $20.49B CAT : $332.27B
EPS KOF : $113.53 CAT : $18.86
PE Ratio KOF : 0.86 CAT : 37.56
PEG Ratio KOF : 0.08 CAT : 2.48
PS Ratio KOF : 0.07 CAT : 4.93
PB Ratio KOF : 0.14 CAT : 15.59
Total Revenue (TTM) KOF : $292.71B CAT : $67.59B
Gross Profit (TTM) KOF : $133.59B CAT : $21.86B
EBITDA (TTM) KOF : $48.28B CAT : $14.51B

Returns By Period

In the year-to-date period, KOF achieves a 3.00% return, which is significantly lower than CAT's 23.96% return. Over the past 10 years, KOF has underperformed CAT with an annualized return of 5.42%, while CAT has yielded a comparatively higher 27.85% annualized return.

KOF

• 1D: 1.92%
• 1M: -12.24%
• YTD: 3.00%
• 6M: 20.16%
• 1Y: 11.63%
• 3Y*: 11.00%
• 5Y*: 21.06%
• 10Y*: 5.42%

CAT

• 1D: 6.15%
• 1M: -4.63%
• YTD: 23.96%
• 6M: 49.25%
• 1Y: 117.77%
• 3Y*: 48.13%
• 5Y*: 27.26%
• 10Y*: 27.85%

*Multi-year figures are annualized to reflect compound growth (CAGR)

Return for Risk

KOF vs. CAT — Risk / Return Rank

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

KOF

KOF Risk / Return Rank: 53
KOF Sharpe Ratio Rank: 58
KOF Sortino Ratio Rank: 51
KOF Omega Ratio Rank: 49
KOF Calmar Ratio Rank: 56
KOF Martin Ratio Rank: 54

CAT

CAT Risk / Return Rank: 97
CAT Sharpe Ratio Rank: 98
CAT Sortino Ratio Rank: 97
CAT Omega Ratio Rank: 96
CAT Calmar Ratio Rank: 96
CAT Martin Ratio Rank: 98

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.

KOF vs. CAT - Risk-Adjusted Trends Comparison

This table presents a comparison of risk-adjusted performance metrics for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and Caterpillar Inc. (CAT). 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.

	KOF	CAT	Difference
Sharpe ratio Return per unit of total volatility	0.44	3.42	-2.98
Sortino ratio Return per unit of downside risk	0.79	4.04	-3.25
Omega ratio Gain probability vs. loss probability	1.09	1.54	-0.45
Calmar ratio Return relative to maximum drawdown	0.57	6.50	-5.92
Martin ratio Return relative to average drawdown	1.12	22.99	-21.86
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month.

KOF vs. CAT - Sharpe Ratio Comparison

The current KOF Sharpe Ratio is 0.44, which is lower than the CAT Sharpe Ratio of 3.42. The chart below compares the historical Sharpe Ratios of KOF and CAT, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

Sharpe Ratios by Period

	KOF	CAT	Difference
Sharpe Ratio (1Y) Calculated over the trailing 1-year period	0.44	3.42	-2.98
Sharpe Ratio (5Y) Calculated over the trailing 5-year period	0.88	0.92	-0.04
Sharpe Ratio (10Y) Calculated over the trailing 10-year period	0.21	0.92	-0.71
Sharpe Ratio (All Time) Calculated using the full available price history	0.32	0.34	-0.02

Correlation

The correlation between KOF and CAT is 0.29, 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.

Dividends

KOF vs. CAT - Dividend Comparison

KOF's dividend yield for the trailing twelve months is around 3.97%, more than CAT's 0.84% yield.

	TTM	2025	2024	2023	2022	2021	2020	2019	2018	2017	2016	2015
KOF Coca-Cola FEMSA, S.A.B. de C.V.	3.97%	4.09%	4.20%	3.37%	3.99%	4.59%	5.22%	2.75%	2.95%	2.52%	2.84%	2.74%
CAT Caterpillar Inc.	0.84%	1.02%	1.49%	1.69%	1.93%	2.07%	2.26%	2.56%	2.58%	1.97%	3.32%	4.33%

Drawdowns

KOF vs. CAT - Drawdown Comparison

The maximum KOF drawdown since its inception was -74.81%, roughly equal to the maximum CAT drawdown of -73.43%. Use the drawdown chart below to compare losses from any high point for KOF and CAT.

Drawdown Indicators

	KOF	CAT	Difference
Max Drawdown Largest peak-to-trough decline	-74.81%	-73.43%	-1.38%
Max Drawdown (1Y) Largest decline over 1 year	-18.13%	-18.14%	+0.01%
Max Drawdown (5Y) Largest decline over 5 years	-24.50%	-34.05%	+9.55%
Max Drawdown (10Y) Largest decline over 10 years	-55.04%	-43.36%	-11.68%
Current Drawdown Current decline from peak	-14.84%	-8.59%	-6.25%
Average Drawdown Average peak-to-trough decline	-29.15%	-19.79%	-9.36%
Ulcer Index Depth and duration of drawdowns from previous peaks	9.26%	5.13%	+4.13%

Volatility

KOF vs. CAT - Volatility Comparison

The current volatility for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is 8.27%, while Caterpillar Inc. (CAT) has a volatility of 12.02%. This indicates that KOF experiences smaller price fluctuations and is considered to be less risky than CAT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.

Volatility by Period

	KOF	CAT	Difference
Volatility (1M) Calculated over the trailing 1-month period	8.27%	12.02%	-3.75%
Volatility (6M) Calculated over the trailing 6-month period	18.46%	26.33%	-7.87%
Volatility (1Y) Calculated over the trailing 1-year period	26.45%	34.60%	-8.15%
Volatility (5Y) Calculated over the trailing 5-year period, annualized	24.12%	29.76%	-5.64%
Volatility (10Y) Calculated over the trailing 10-year period, annualized	25.94%	30.52%	-4.58%

Financials

KOF vs. CAT - Profitability Comparison

The chart below illustrates the profitability comparison between Coca-Cola FEMSA, S.A.B. de C.V. and Caterpillar Inc. over time, highlighting three key metrics: Gross Profit Margin, Operating Margin, and Net Profit Margin.

KOF - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported a gross profit of 36.32B and revenue of 77.75B. Therefore, the gross margin over that period was 46.7%.

CAT - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a gross profit of 5.48B and revenue of 19.13B. Therefore, the gross margin over that period was 28.6%.

KOF - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported an operating income of 13.70B and revenue of 77.75B, resulting in an operating margin of 17.6%.

CAT - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported an operating income of 2.66B and revenue of 19.13B, resulting in an operating margin of 13.9%.

KOF - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported a net income of 7.50B and revenue of 77.75B, resulting in a net margin of 9.7%.

CAT - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Apr 2026, Caterpillar Inc. reported a net income of 2.40B and revenue of 19.13B, resulting in a net margin of 12.6%.