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RUSHA vs. KOF
Performance
Return for Risk
Drawdowns
Volatility
Dividends
Financials

Performance

RUSHA vs. KOF - Performance Comparison

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

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Returns By Period

In the year-to-date period, RUSHA achieves a 31.59% return, which is significantly higher than KOF's 13.52% return. Over the past 10 years, RUSHA has outperformed KOF with an annualized return of 23.48%, while KOF has yielded a comparatively lower 7.08% annualized return.


RUSHA

1D
0.71%
1M
2.50%
YTD
31.59%
6M
25.48%
1Y
44.56%
3Y*
22.89%
5Y*
22.00%
10Y*
23.48%

KOF

1D
-2.88%
1M
-0.75%
YTD
13.52%
6M
13.77%
1Y
17.33%
3Y*
11.08%
5Y*
20.50%
10Y*
7.08%
*Multi-year figures are annualized to reflect compound growth (CAGR)

RUSHA vs. KOF - Yearly Performance Comparison


2026 (YTD)202520242023202220212020201920182017
RUSHA
Rush Enterprises, Inc.
31.59%-0.15%10.44%46.73%-4.51%36.44%35.37%36.49%-31.74%59.28%
KOF
Coca-Cola FEMSA, S.A.B. de C.V.
13.52%27.03%-14.60%45.09%29.83%24.85%-19.17%2.46%-9.99%12.36%

Correlation

The correlation between RUSHA and KOF is 0.21, which is low. Their price movements are largely independent, making them effective diversification partners.


Correlation
Correlation (1Y)
Calculated over the trailing 1-year period

0.21

Correlation (3Y)
Calculated over the trailing 3-year period

0.20

Correlation (5Y)
Calculated over the trailing 5-year period

0.23

Correlation (10Y)
Calculated over the trailing 10-year period

0.23

Correlation (All Time)
Calculated using the full available price history since Jul 10, 2002

0.24

Fundamentals

Market Cap

RUSHA:

$5.64B

KOF:

$178.81B

EPS

RUSHA:

$3.29

KOF:

MX$43.46

PE Ratio

RUSHA:

21.45

KOF:

42.40

PS Ratio

RUSHA:

0.78

KOF:

3.33

PB Ratio

RUSHA:

2.49

KOF:

22.41

Total Revenue (TTM)

RUSHA:

$7.27B

KOF:

MX$293.49B

Gross Profit (TTM)

RUSHA:

$1.43B

KOF:

MX$135.01B

EBITDA (TTM)

RUSHA:

$500.50M

KOF:

MX$41.79B

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Return for Risk

RUSHA vs. KOF — Risk / Return Rank

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

RUSHA
RUSHA Risk / Return Rank: 7878
Overall Rank
RUSHA Sharpe Ratio Rank: 8181
Sharpe Ratio Rank
RUSHA Sortino Ratio Rank: 7878
Sortino Ratio Rank
RUSHA Omega Ratio Rank: 7575
Omega Ratio Rank
RUSHA Calmar Ratio Rank: 7777
Calmar Ratio Rank
RUSHA Martin Ratio Rank: 7676
Martin Ratio Rank

KOF
KOF Risk / Return Rank: 6060
Overall Rank
KOF Sharpe Ratio Rank: 6464
Sharpe Ratio Rank
KOF Sortino Ratio Rank: 5858
Sortino Ratio Rank
KOF Omega Ratio Rank: 5555
Omega Ratio Rank
KOF Calmar Ratio Rank: 6363
Calmar Ratio Rank
KOF Martin Ratio Rank: 6161
Martin Ratio Rank
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.

RUSHA vs. KOF - Risk-Adjusted Trends Comparison

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

Values are calculated on a 1-year rolling basis and updated daily. Risk-adjusted metrics are more stable over longer periods — use the period switch above to explore them.


RUSHAKOFDifference
Sharpe ratioReturn per unit of total volatility

+0.79

Sortino ratioReturn per unit of downside risk

+1.00

Omega ratioGain probability vs. loss probability

1.26

1.13

+0.12

Calmar ratioReturn relative to maximum drawdown

2.15

0.96

+1.19

Martin ratioReturn relative to average drawdown

5.12

1.86

+3.26

RUSHA vs. KOF - Sharpe Ratio Comparison

The current RUSHA Sharpe Ratio is 1.46, which is higher than the KOF Sharpe Ratio of 0.68. The chart below compares the historical Sharpe Ratios of RUSHA and KOF, calculated using daily returns over the previous 12 months. A higher Sharpe Ratio indicates better risk-adjusted performance relative to the risk-free rate.


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Drawdowns

RUSHA vs. KOF - Drawdown Comparison

The maximum RUSHA drawdown since its inception was -71.91%, roughly equal to the maximum KOF drawdown of -74.81%. Use the drawdown chart below to compare losses from any high point for RUSHA and KOF.


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Drawdown Indicators


RUSHAKOFDifference

Max Drawdown

Largest peak-to-trough decline

-71.91%

-74.81%

+2.90%

Max Drawdown (1Y)

Largest decline over 1 year

-20.81%

-18.13%

-2.68%

Max Drawdown (3Y)

Largest decline over 3 years

-26.76%

-24.50%

-2.26%

Max Drawdown (5Y)

Largest decline over 5 years

-27.27%

-24.50%

-2.77%

Max Drawdown (10Y)

Largest decline over 10 years

-47.89%

-55.04%

+7.15%

Current Drawdown

Current decline from peak

-7.09%

-6.14%

-0.95%

Average Drawdown

Average peak-to-trough decline

-17.53%

-29.00%

+11.47%

Ulcer Index

Depth and duration of drawdowns from previous peaks

8.72%

9.32%

-0.60%

Volatility

RUSHA vs. KOF - Volatility Comparison

Rush Enterprises, Inc. (RUSHA) has a higher volatility of 8.63% compared to Coca-Cola FEMSA, S.A.B. de C.V. (KOF) at 6.81%. This indicates that RUSHA's price experiences larger fluctuations and is considered to be riskier than KOF based on this measure. The chart below showcases a comparison of their rolling one-month volatility.


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Volatility by Period


RUSHAKOFDifference

Volatility (1M)

Calculated over the trailing 1-month period

8.63%

6.81%

+1.82%

Volatility (6M)

Calculated over the trailing 6-month period

21.66%

18.74%

+2.92%

Volatility (1Y)

Calculated over the trailing 1-year period

30.69%

25.83%

+4.86%

Volatility (5Y)

Calculated over the trailing 5-year period, annualized

30.58%

24.33%

+6.25%

Volatility (10Y)

Calculated over the trailing 10-year period, annualized

33.31%

25.95%

+7.36%

Dividends

RUSHA vs. KOF - Dividend Comparison

RUSHA's dividend yield for the trailing twelve months is around 1.08%, less than KOF's 3.83% yield.


PositionTTM20252024202320222021202020192018201720162015
KOF
Coca-Cola FEMSA, S.A.B. de C.V.
3.83%4.09%4.20%3.37%3.99%4.59%5.22%2.75%2.95%2.52%2.84%2.74%
RUSHA
Rush Enterprises, Inc.
1.08%1.37%1.28%1.23%1.53%1.33%0.98%1.08%0.70%0.00%0.00%0.00%

Financials

RUSHA vs. KOF - Financials Comparison

This section allows you to compare key financial metrics between Rush Enterprises, Inc. and Coca-Cola FEMSA, S.A.B. de C.V.. You can select fields from income statements, balance sheets, and cash flow statements to easily visualize and compare the financial health of both companies.


Quarterly
Annual

Total Revenue: Total amount of money received from sales and other business activities


0.0020.00B40.00B60.00B80.00B20222023202420252026
1.68B
70.93B
(RUSHA) Total Revenue
(KOF) Total Revenue
Please note, different currencies. RUSHA values in USD, KOF values in MXN

RUSHA vs. KOF - Profitability Comparison

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

Gross Margin
Operating Margin
Net Margin
Quarterly
Annual

20.0%25.0%30.0%35.0%40.0%45.0%20222023202420252026
20.4%
46.9%
Portfolio components
RUSHA - Gross Margin

Gross margin is calculated as gross profit divided by revenue. For the three months ending on Jun 2026, Rush Enterprises, Inc. reported a gross profit of 343.80M and revenue of 1.68B. Therefore, the gross margin over that period was 20.4%.

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%.

RUSHA - Operating Margin

Operating margin is calculated as operating income divided by revenue. For the three months ending on Jun 2026, Rush Enterprises, Inc. reported an operating income of 82.21M and revenue of 1.68B, resulting in an operating margin of 4.9%.

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%.

RUSHA - Net Margin

Net margin is calculated as net income divided by revenue. For the three months ending on Jun 2026, Rush Enterprises, Inc. reported a net income of 61.45M and revenue of 1.68B, resulting in a net margin of 3.7%.

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%.


Frequently Asked Questions


RUSHA and KOF have a correlation of 0.21, meaning they provide meaningful diversification benefit when combined. Depending on your allocation goals, holding both could reduce overall portfolio risk.

RUSHA has higher volatility (8.63%) compared to KOF (6.81%). In terms of maximum drawdown, RUSHA dropped -71.91% vs KOF's -74.81%.

RUSHA currently has the higher Sharpe Ratio (1.46 vs 0.68), 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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