Correlation
The correlation between KOF and WMT is 0.48, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
KOF vs. WMT
Compare and contrast key facts about Coca-Cola FEMSA, S.A.B. de C.V. (KOF) and Walmart Inc. (WMT).
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: KOF or WMT.
Performance
KOF vs. WMT - Performance Comparison
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Key characteristics
KOF:
0.16
WMT:
2.25
KOF:
0.43
WMT:
2.97
KOF:
1.05
WMT:
1.41
KOF:
0.12
WMT:
2.43
KOF:
0.48
WMT:
7.88
KOF:
9.49%
WMT:
6.77%
KOF:
25.93%
WMT:
24.07%
KOF:
-74.79%
WMT:
-77.24%
KOF:
-20.37%
WMT:
-5.54%
Fundamentals
KOF:
$20.34B
WMT:
$789.85B
KOF:
$5.86
WMT:
$2.38
KOF:
16.21
WMT:
41.48
KOF:
19.39
WMT:
3.71
KOF:
0.07
WMT:
1.15
KOF:
2.55
WMT:
9.27
KOF:
$285.13B
WMT:
$519.48B
KOF:
$131.74B
WMT:
$129.16B
KOF:
$41.42B
WMT:
$28.91B
Returns By Period
In the year-to-date period, KOF achieves a 23.10% return, which is significantly higher than WMT's 9.83% return. Over the past 10 years, KOF has underperformed WMT with an annualized return of 5.07%, while WMT has yielded a comparatively higher 17.03% annualized return.
KOF
23.10%
2.15%
21.50%
5.22%
21.07%
21.81%
5.07%
WMT
9.83%
1.59%
7.51%
51.66%
33.83%
20.72%
17.03%
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Risk-Adjusted Performance
KOF vs. WMT — Risk-Adjusted Performance Rank
KOF
WMT
KOF vs. WMT - 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 Walmart Inc. (WMT). 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. WMT - Dividend Comparison
KOF's dividend yield for the trailing twelve months is around 3.44%, more than WMT's 0.90% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
KOF Coca-Cola FEMSA, S.A.B. de C.V. | 3.44% | 4.21% | 3.37% | 3.99% | 4.59% | 4.62% | 2.74% | 2.88% | 2.54% | 2.93% | 2.79% | 2.53% |
WMT Walmart Inc. | 0.90% | 0.92% | 1.45% | 1.58% | 1.52% | 1.50% | 1.78% | 2.23% | 2.07% | 2.89% | 3.20% | 2.24% |
Drawdowns
KOF vs. WMT - Drawdown Comparison
The maximum KOF drawdown since its inception was -74.79%, roughly equal to the maximum WMT drawdown of -77.24%. Use the drawdown chart below to compare losses from any high point for KOF and WMT.
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Volatility
KOF vs. WMT - Volatility Comparison
Coca-Cola FEMSA, S.A.B. de C.V. (KOF) has a higher volatility of 6.14% compared to Walmart Inc. (WMT) at 4.34%. This indicates that KOF's price experiences larger fluctuations and is considered to be riskier than WMT based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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Financials
KOF vs. WMT - Financials Comparison
This section allows you to compare key financial metrics between Coca-Cola FEMSA, S.A.B. de C.V. and Walmart 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. WMT - Profitability Comparison
KOF - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 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%.
WMT - Gross Margin
Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a gross profit of 44.38B and revenue of 180.55B. Therefore, the gross margin over that period was 24.6%.
KOF - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 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%.
WMT - Operating Margin
Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported an operating income of 7.86B and revenue of 180.55B, resulting in an operating margin of 4.4%.
KOF - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 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%.
WMT - Net Margin
Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2025, Walmart Inc. reported a net income of 5.25B and revenue of 180.55B, resulting in a net margin of 2.9%.