KOF vs. CAT
KOF (Coca-Cola FEMSA, S.A.B. de C.V.) and CAT (Caterpillar Inc.) are both stocks. KOF operates in Beverages - Non-Alcoholic (Consumer Defensive), while CAT operates in Farm & Heavy Construction Machinery (Industrials). Over the past 10 years, KOF returned 7.21%/yr vs 31.52%/yr for CAT. At a 0.29 correlation, their price movements are largely independent.
Performance
KOF vs. CAT - Performance Comparison
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Returns By Period
In the year-to-date period, KOF achieves a 14.84% return, which is significantly lower than CAT's 62.36% return. Over the past 10 years, KOF has underperformed CAT with an annualized return of 7.21%, while CAT has yielded a comparatively higher 31.52% annualized return.
KOF
- 1D
- -1.04%
- 1M
- 6.35%
- YTD
- 14.84%
- 6M
- 22.36%
- 1Y
- 15.53%
- 3Y*
- 12.85%
- 5Y*
- 21.49%
- 10Y*
- 7.21%
CAT
- 1D
- 1.80%
- 1M
- 5.88%
- YTD
- 62.36%
- 6M
- 57.25%
- 1Y
- 167.95%
- 3Y*
- 62.31%
- 5Y*
- 32.93%
- 10Y*
- 31.52%
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. | 14.84% | 27.03% | -14.60% | 45.09% | 29.83% | 24.85% | -19.17% | 2.46% | -9.99% | 12.36% |
CAT Caterpillar Inc. | 62.36% | 60.30% | 24.66% | 25.95% | 18.60% | 15.95% | 26.97% | 19.51% | -17.56% | 75.03% |
Correlation
The correlation between KOF and CAT is 0.20, which is low. Their price movements are largely independent, making them effective diversification partners.
| Correlation | |
|---|---|
Correlation (1Y) Calculated over the trailing 1-year period | 0.20 |
Correlation (3Y) Calculated over the trailing 3-year period | 0.21 |
Correlation (5Y) Calculated over the trailing 5-year period | 0.26 |
Correlation (10Y) Calculated over the trailing 10-year period | 0.29 |
Correlation (All Time) Calculated using the full available price history since Sep 15, 1993 | 0.29 |
Fundamentals
KOF:
$180.89B
CAT:
$431.41B
KOF:
$43.46
CAT:
$20.07
KOF:
2.48
CAT:
46.14
KOF:
0.19
CAT:
6.14
KOF:
1.31
CAT:
23.12
KOF:
$293.49B
CAT:
$70.76B
KOF:
$135.01B
CAT:
$23.01B
KOF:
$41.79B
CAT:
$15.31B
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Return for Risk
KOF vs. CAT — Risk / Return Rank
KOF
CAT
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 ratioReturn per unit of total volatility | -4.37 | ||
| Sortino ratioReturn per unit of downside risk | -4.65 | ||
| Omega ratioGain probability vs. loss probability | 1.12 | 1.72 | -0.60 |
| Calmar ratioReturn relative to maximum drawdown | 0.86 | 12.18 | -11.32 |
| Martin ratioReturn relative to average drawdown | 1.59 | 40.49 | -38.90 |
Data is calculated on a 1-year rolling basis and updated daily. The trend shows the change in the indicator over the past month. | |||
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Sharpe Ratios by Period
| KOF | CAT | Difference | |
|---|---|---|---|
Sharpe Ratio (1Y)Calculated over the trailing 1-year period | 0.61 | 4.98 | -4.37 |
Sharpe Ratio (5Y)Calculated over the trailing 5-year period | 0.89 | 1.08 | -0.19 |
Sharpe Ratio (10Y)Calculated over the trailing 10-year period | 0.28 | 1.02 | -0.75 |
Sharpe Ratio (All Time)Calculated using the full available price history | 0.33 | 0.35 | -0.03 |
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.
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Drawdown Indicators
| KOF | CAT | Difference | |
|---|---|---|---|
Max DrawdownLargest peak-to-trough decline | -74.81% | -73.43% | -1.38% |
Max Drawdown (1Y)Largest decline over 1 year | -18.13% | -13.88% | -4.25% |
Max Drawdown (3Y)Largest decline over 3 years | -24.50% | -34.05% | +9.55% |
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 DrawdownCurrent decline from peak | -5.05% | -0.08% | -4.97% |
Average DrawdownAverage peak-to-trough decline | -29.03% | -19.74% | -9.29% |
Ulcer IndexDepth and duration of drawdowns from previous peaks | 9.78% | 4.17% | +5.61% |
Volatility
KOF vs. CAT - Volatility Comparison
The current volatility for Coca-Cola FEMSA, S.A.B. de C.V. (KOF) is 6.91%, while Caterpillar Inc. (CAT) has a volatility of 11.17%. 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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Volatility by Period
| KOF | CAT | Difference | |
|---|---|---|---|
Volatility (1M)Calculated over the trailing 1-month period | 6.91% | 11.17% | -4.26% |
Volatility (6M)Calculated over the trailing 6-month period | 18.34% | 27.09% | -8.75% |
Volatility (1Y)Calculated over the trailing 1-year period | 25.60% | 33.97% | -8.37% |
Volatility (5Y)Calculated over the trailing 5-year period, annualized | 24.24% | 30.62% | -6.38% |
Volatility (10Y)Calculated over the trailing 10-year period, annualized | 25.97% | 30.86% | -4.89% |
Dividends
KOF vs. CAT - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 3.78%, more than CAT's 0.65% yield.
| Position | TTM | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CAT Caterpillar Inc. | 0.65% | 1.02% | 1.49% | 1.69% | 1.93% | 2.07% | 2.26% | 2.56% | 2.58% | 1.97% | 3.32% | 4.33% |
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.78% | 4.09% | 4.20% | 3.37% | 3.99% | 4.59% | 5.22% | 2.75% | 2.95% | 2.52% | 2.84% | 2.74% |
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 Jun 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported a gross profit of 33.26B and revenue of 70.93B. Therefore, the gross margin over that period was 46.9%.
CAT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a gross profit of 6.11B and revenue of 17.42B. Therefore, the gross margin over that period was 35.1%.
KOF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported an operating income of 9.03B and revenue of 70.93B, resulting in an operating margin of 12.7%.
CAT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported an operating income of 3.09B and revenue of 17.42B, resulting in an operating margin of 17.7%.
KOF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Coca-Cola FEMSA, S.A.B. de C.V. reported a net income of 4.34B and revenue of 70.93B, resulting in a net margin of 6.1%.
CAT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Caterpillar Inc. reported a net income of 2.55B and revenue of 17.42B, resulting in a net margin of 14.6%.
Frequently Asked Questions
KOF and CAT have a correlation of 0.20, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.
CAT has higher volatility (11.17%) compared to KOF (6.91%). In terms of maximum drawdown, KOF dropped -74.81% vs CAT's -73.43%.
CAT currently has the higher Sharpe Ratio (4.98 vs 0.61), 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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