KOF vs. KO
Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and The Coca-Cola Company (KO).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KOF or KO.
Key characteristics
KOF | KO | |
---|---|---|
YTD Return | 4.10% | 6.03% |
1Y Return | 17.07% | 0.50% |
3Y Return (Ann) | 32.56% | 7.62% |
5Y Return (Ann) | 13.30% | 8.26% |
10Y Return (Ann) | 1.95% | 7.66% |
Sharpe Ratio | 0.81 | -0.01 |
Daily Std Dev | 23.34% | 13.17% |
Max Drawdown | -74.79% | -68.23% |
Current Drawdown | -21.16% | -0.53% |
Fundamentals
KOF | KO | |
---|---|---|
Market Cap | $20.93B | $266.17B |
EPS | $0.99 | $2.47 |
PE Ratio | 100.62 | 25.00 |
PEG Ratio | 16.28 | 2.93 |
Revenue (TTM) | $251.53B | $45.75B |
Gross Profit (TTM) | $100.30B | $25.00B |
EBITDA (TTM) | $43.04B | $14.44B |
Correlation
The correlation between KOF and KO is 0.28, 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. KO - Performance Comparison
In the year-to-date period, KOF achieves a 4.10% return, which is significantly lower than KO's 6.03% return. Over the past 10 years, KOF has underperformed KO with an annualized return of 1.95%, while KO has yielded a comparatively higher 7.66% annualized return. The chart below displays the growth of a $10,000 investment in both assets, with all prices adjusted for splits and dividends.
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Risk-Adjusted Performance
KOF vs. KO - 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 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.
Dividends
KOF vs. KO - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 2.57%, less than KO's 3.01% yield.
TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
Coca-Cola FEMSA, S.A.B. de C.V. | 2.57% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.53% | 2.93% | 2.80% | 2.53% | 1.87% |
The Coca-Cola Company | 3.01% | 3.12% | 2.77% | 2.84% | 2.99% | 2.89% | 3.29% | 3.23% | 3.38% | 3.07% | 2.89% | 2.71% |
Drawdowns
KOF vs. KO - Drawdown Comparison
The maximum KOF drawdown since its inception was -74.79%, which is greater than KO's maximum drawdown of -68.23%. Use the drawdown chart below to compare losses from any high point for KOF and KO. For additional features, visit the drawdowns tool.
Volatility
KOF vs. KO - Volatility Comparison
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) has a higher volatility of 7.33% compared to The Coca-Cola Company (KO) at 3.76%. This indicates that KOF'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.
Financials
KOF vs. KO - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola FEMSA, 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