KOF vs. CAT
Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and Caterpillar Inc. (CAT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KOF or CAT.
Correlation
The correlation between KOF and CAT is 0.39, 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
KOF vs. CAT - Performance Comparison
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Key characteristics
KOF:
-0.05
CAT:
0.02
KOF:
-0.03
CAT:
0.20
KOF:
1.00
CAT:
1.03
KOF:
-0.10
CAT:
-0.01
KOF:
-0.32
CAT:
-0.04
KOF:
11.99%
CAT:
12.94%
KOF:
25.69%
CAT:
30.78%
KOF:
-74.79%
CAT:
-73.43%
KOF:
-22.00%
CAT:
-14.69%
Fundamentals
KOF:
$19.49B
CAT:
$166.29B
KOF:
$5.86
CAT:
$20.51
KOF:
15.83
CAT:
17.24
KOF:
18.93
CAT:
1.83
KOF:
0.07
CAT:
2.63
KOF:
2.49
CAT:
9.20
KOF:
$285.13B
CAT:
$63.26B
KOF:
$131.74B
CAT:
$22.45B
KOF:
$41.42B
CAT:
$15.46B
Returns By Period
In the year-to-date period, KOF achieves a 20.58% return, which is significantly higher than CAT's -1.97% return. Over the past 10 years, KOF has underperformed CAT with an annualized return of 4.69%, while CAT has yielded a comparatively higher 17.82% annualized return.
KOF
20.58%
-2.67%
21.76%
-1.18%
22.31%
23.55%
4.69%
CAT
-1.97%
20.42%
-7.50%
0.59%
23.63%
27.55%
17.82%
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Risk-Adjusted Performance
KOF vs. CAT — Risk-Adjusted Performance Rank
KOF
CAT
KOF vs. CAT - Risk-Adjusted Performance 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.
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Dividends
KOF vs. CAT - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 3.49%, more than CAT's 1.60% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.49% | 4.18% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.54% | 2.93% | 2.79% | 2.53% |
CAT Caterpillar Inc. | 1.60% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% | 2.84% |
Drawdowns
KOF vs. CAT - Drawdown Comparison
The maximum KOF drawdown since its inception was -74.79%, 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. For additional features, visit the drawdowns tool.
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Volatility
KOF vs. CAT - Volatility Comparison
The current volatility for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is 5.93%, while Caterpillar Inc. (CAT) has a volatility of 8.10%. 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.
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Financials
KOF vs. CAT - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola FEMSA, S.A.B. de C.V. and Caterpillar 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.
Total Revenue: Total amount of money received from sales and other business activities
KOF vs. CAT - Profitability Comparison
KOF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Coca-Cola FEMSA, S.A.B. de C.V. reported a gross profit of 31.83B and revenue of 70.16B. Therefore, the gross margin over that period was 45.4%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a gross profit of 4.96B and revenue of 14.25B. Therefore, the gross margin over that period was 34.8%.
KOF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Coca-Cola FEMSA, S.A.B. de C.V. reported an operating income of 9.25B and revenue of 70.16B, resulting in an operating margin of 13.2%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported an operating income of 2.58B and revenue of 14.25B, resulting in an operating margin of 18.1%.
KOF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Coca-Cola FEMSA, S.A.B. de C.V. reported a net income of 5.14B and revenue of 70.16B, resulting in a net margin of 7.3%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on May 2025, Caterpillar Inc. reported a net income of 2.00B and revenue of 14.25B, resulting in a net margin of 14.1%.