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KOF vs CCU

Revenue, margins, valuation, and 5-year total return — side by side.

Live fundamentals10-year financials5-year price chart
KOF
Coca-Cola FEMSA, S.A.B. de C.V.

Beverages - Non-Alcoholic

Consumer DefensiveNYSE • MX
Market Cap$2.25B
5Y Perf.+144.3%
CCU
Compañía Cervecerías Unidas S.A.

Beverages - Alcoholic

Consumer DefensiveNYSE • CL
Market Cap$2.21B
5Y Perf.-14.6%

KOF vs CCU — Key Financials

Market cap, revenue, margins, and valuation side-by-side.

Company Snapshot
KOF logoKOF
CCU logoCCU
IndustryBeverages - Non-AlcoholicBeverages - Alcoholic
Market Cap$2.25B$2.21B
Revenue (TTM)$292.72B$2.88T
Net Income (TTM)$23.85B$115.38B
Gross Margin45.6%44.4%
Operating Margin13.9%7.0%
Forward P/E0.8x0.0x
Total Debt$82.68B$1.33T
Cash & Equiv.$28.07B$520.66B

KOF vs CCULong-Term Stock Performance

Price return indexed to 100 at period start. Dividends excluded.

KOF
CCU
StockMay 20May 26Return
Coca-Cola FEMSA, S.… (KOF)100244.3+144.3%
Compañía Cervecería… (CCU)10085.4-14.6%

Price return only. Dividends and distributions are not included.

Quick Verdict: KOF vs CCU

Each card shows where this stock fits in a portfolio — not just who wins on paper.

Bottom line: KOF leads in 6 of 7 categories, making it the strongest pick for growth and revenue expansion and profitability and margin quality. Compañía Cervecerías Unidas S.A. is the stronger pick specifically for valuation and capital efficiency. As sector peers, any of these can serve as alternatives in the same allocation.
KOF
Coca-Cola FEMSA, S.A.B. de C.V.
The Income Pick

KOF carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.

  • Dividend streak 8 yrs, beta 0.42, yield 38.0%
  • Rev growth 4.3%, EPS growth -47.7%, 3Y rev CAGR 8.8%
  • 58.0% 10Y total return vs CCU's -11.4%
Best for: income & stability and growth exposure
CCU
Compañía Cervecerías Unidas S.A.
The Value Pick

CCU is the clearest fit if your priority is valuation efficiency.

  • PEG 0.00 vs KOF's 0.22
  • Lower P/E (0.0x vs 0.8x), PEG 0.00 vs 0.22
Best for: valuation efficiency
See the full category breakdown
CategoryWinnerWhy
GrowthKOF logoKOF4.3% revenue growth vs CCU's -4.7%
ValueCCU logoCCULower P/E (0.0x vs 0.8x), PEG 0.00 vs 0.22
Quality / MarginsKOF logoKOF8.1% margin vs CCU's 4.0%
Stability / SafetyKOF logoKOFBeta 0.42 vs CCU's 0.81, lower leverage
DividendsKOF logoKOF38.0% yield, 8-year raise streak, vs CCU's 3.7%
Momentum (1Y)KOF logoKOF+17.3% vs CCU's -20.9%
Efficiency (ROA)KOF logoKOF9.9% ROA vs CCU's 3.1%, ROIC 15.0% vs 6.3%

KOF vs CCU — Revenue Breakdown by Segment

How each company's revenue is distributed across its business units

KOFCoca-Cola FEMSA, S.A.B. de C.V.
FY 2025
Sale of products
99.8%$291.1B
Other operating revenues
0.2%$519M
Services rendered
0.0%$80M
CCUCompañía Cervecerías Unidas S.A.
FY 2022
Alcoholic business
67.1%$1.82T
Non-alcoholic business
30.9%$838.4B
Other business
2.0%$54.2B

KOF vs CCU — Financial Metrics

Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.

BEST OVERALLKOFLAGGINGCCU

Income & Cash Flow (Last 12 Months)

KOF leads this category, winning 4 of 6 comparable metrics.

CCU is the larger business by revenue, generating $2.88T annually — 9.8x KOF's $292.7B. Profitability is closely matched — net margins range from 8.1% (KOF) to 4.0% (CCU). On growth, KOF holds the edge at +2.4% YoY revenue growth, suggesting stronger near-term business momentum.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
RevenueTrailing 12 months$292.7B$2.88T
EBITDAEarnings before interest/tax$42.3B$272.7B
Net IncomeAfter-tax profit$23.9B$115.4B
Free Cash FlowCash after capex$5.1B$117.1B
Gross MarginGross profit ÷ Revenue+45.6%+44.4%
Operating MarginEBIT ÷ Revenue+13.9%+7.0%
Net MarginNet income ÷ Revenue+8.1%+4.0%
FCF MarginFCF ÷ Revenue+1.8%+4.1%
Rev. Growth (YoY)Latest quarter vs prior year+2.4%-14.7%
EPS Growth (YoY)Latest quarter vs prior year-43.8%-27.9%
KOF leads this category, winning 4 of 6 comparable metrics.

Valuation Metrics

KOF leads this category, winning 4 of 7 comparable metrics.

At 17.9x trailing earnings, CCU trades at a 43% valuation discount to KOF's 31.3x P/E. Adjusting for growth (PEG ratio), CCU offers better value at 5.80x vs KOF's 8.29x — a lower PEG means you pay less per unit of expected earnings growth.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
Market CapShares × price$2.2B$2.2B
Enterprise ValueMkt cap + debt − cash$5.4B$3.1B
Trailing P/EPrice ÷ TTM EPS31.32x17.89x
Forward P/EPrice ÷ next-FY EPS est.0.84x0.02x
PEG RatioP/E ÷ EPS growth rate8.29x5.80x
EV / EBITDAEnterprise value multiple1.72x8.01x
Price / SalesMarket cap ÷ Revenue0.13x0.72x
Price / BookPrice ÷ Book value/share0.25x1.24x
Price / FCFMarket cap ÷ FCF6.80x21.79x
KOF leads this category, winning 4 of 7 comparable metrics.

Profitability & Efficiency

KOF leads this category, winning 8 of 9 comparable metrics.

KOF delivers a 20.9% return on equity — every $100 of shareholder capital generates $21 in annual profit, vs $7 for CCU. KOF carries lower financial leverage with a 0.54x debt-to-equity ratio, signaling a more conservative balance sheet compared to CCU's 0.82x. On the Piotroski fundamental quality scale (0–9), CCU scores 6/9 vs KOF's 5/9, reflecting solid financial health.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
ROE (TTM)Return on equity+20.9%+7.1%
ROA (TTM)Return on assets+9.9%+3.1%
ROICReturn on invested capital+15.0%+6.3%
ROCEReturn on capital employed+16.6%+6.7%
Piotroski ScoreFundamental quality 0–956
Debt / EquityFinancial leverage0.54x0.82x
Net DebtTotal debt minus cash$54.6B$806.9B
Cash & Equiv.Liquid assets$28.1B$520.7B
Total DebtShort + long-term debt$82.7B$1.33T
Interest CoverageEBIT ÷ Interest expense7.15x2.65x
KOF leads this category, winning 8 of 9 comparable metrics.

Total Returns (Dividends Reinvested)

KOF leads this category, winning 6 of 6 comparable metrics.

A $10,000 investment in KOF five years ago would be worth $25,614 today (with dividends reinvested), compared to $8,227 for CCU. Over the past 12 months, KOF leads with a +17.3% total return vs CCU's -20.9%. The 3-year compound annual growth rate (CAGR) favors KOF at 9.1% vs CCU's -8.5% — a key indicator of consistent wealth creation.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
YTD ReturnYear-to-date+13.8%-4.8%
1-Year ReturnPast 12 months+17.3%-20.9%
3-Year ReturnCumulative with dividends+29.8%-23.4%
5-Year ReturnCumulative with dividends+156.1%-17.7%
10-Year ReturnCumulative with dividends+58.0%-11.4%
CAGR (3Y)Annualised 3-year return+9.1%-8.5%
KOF leads this category, winning 6 of 6 comparable metrics.

Risk & Volatility

KOF leads this category, winning 2 of 2 comparable metrics.

KOF is the less volatile stock with a 0.42 beta — it tends to amplify market swings less than CCU's 0.81 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KOF currently trades 91.9% from its 52-week high vs CCU's 76.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
Beta (5Y)Sensitivity to S&P 5000.42x0.81x
52-Week HighHighest price in past year$116.36$15.57
52-Week LowLowest price in past year$80.22$10.71
% of 52W HighCurrent price vs 52-week peak+91.9%+76.9%
RSI (14)Momentum oscillator 0–10062.945.5
Avg Volume (50D)Average daily shares traded172K207K
KOF leads this category, winning 2 of 2 comparable metrics.

Analyst Outlook

KOF leads this category, winning 2 of 2 comparable metrics.

Wall Street rates KOF as "Buy" and CCU as "Hold". For income investors, KOF offers the higher dividend yield at 37.95% vs CCU's 3.72%.

MetricKOF logoKOFCoca-Cola FEMSA, …CCU logoCCUCompañía Cervecer…
Analyst RatingConsensus buy/hold/sellBuyHold
Price TargetConsensus 12-month target$111.00
# AnalystsCovering analysts117
Dividend YieldAnnual dividend ÷ price+38.0%+3.7%
Dividend StreakConsecutive years of raises80
Dividend / ShareAnnual DPS$702.49$403.10
Buyback YieldShare repurchases ÷ mkt cap0.0%0.0%
KOF leads this category, winning 2 of 2 comparable metrics.
Key Takeaway

KOF leads in 6 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics.

Best OverallCoca-Cola FEMSA, S.A.B. de … (KOF)Leads 6 of 6 categories
Loading custom metrics...

KOF vs CCU: Frequently Asked Questions

10 questions · data-driven answers · updated daily

01

Is KOF or CCU a better buy right now?

For growth investors, Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) is the stronger pick with 4. 3% revenue growth year-over-year, versus -4. 7% for Compañía Cervecerías Unidas S. A. (CCU). Compañía Cervecerías Unidas S. A. (CCU) offers the better valuation at 17. 9x trailing P/E (0. 0x forward), making it the more compelling value choice. Analysts rate Coca-Cola FEMSA, S. A. B. de C. V. (KOF) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.

02

Which has the better valuation — KOF or CCU?

On trailing P/E, Compañía Cervecerías Unidas S.

A. (CCU) is the cheapest at 17. 9x versus Coca-Cola FEMSA, S. A. B. de C. V. at 31. 3x. On forward P/E, Compañía Cervecerías Unidas S. A. is actually cheaper at 0. 0x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: Compañía Cervecerías Unidas S. A. wins at 0. 00x versus Coca-Cola FEMSA, S. A. B. de C. V. 's 0. 22x — a PEG below 1. 0 traditionally signals the market is underpricing earnings growth.

03

Which is the better long-term investment — KOF or CCU?

Over the past 5 years, Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) delivered a total return of +156. 1%, compared to -17. 7% for Compañía Cervecerías Unidas S. A. (CCU). Over 10 years, the gap is even starker: KOF returned +58. 0% versus CCU's -11. 4%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.

04

Which is safer — KOF or CCU?

By beta (market sensitivity over 5 years), Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) is the lower-risk stock at 0. 42β versus Compañía Cervecerías Unidas S. A. 's 0. 81β — meaning CCU is approximately 93% more volatile than KOF relative to the S&P 500. On balance sheet safety, Coca-Cola FEMSA, S. A. B. de C. V. (KOF) carries a lower debt/equity ratio of 54% versus 82% for Compañía Cervecerías Unidas S. A. — giving it more financial flexibility in a downturn.

05

Which is growing faster — KOF or CCU?

By revenue growth (latest reported year), Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) is pulling ahead at 4. 3% versus -4. 7% for Compañía Cervecerías Unidas S. A. (CCU). On earnings-per-share growth, the picture is similar: Compañía Cervecerías Unidas S. A. grew EPS -30. 5% year-over-year, compared to -47. 7% for Coca-Cola FEMSA, S. A. B. de C. V.. Over a 3-year CAGR, KOF leads at 8. 8% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.

06

Which has better profit margins — KOF or CCU?

Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) is the more profitable company, earning 8. 2% net margin versus 4. 0% for Compañía Cervecerías Unidas S. A. — meaning it keeps 8. 2% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KOF leads at 13. 9% versus 7. 3% for CCU. At the gross margin level — before operating expenses — KOF leads at 45. 6%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.

07

Is KOF or CCU more undervalued right now?

The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.

By this metric, Compañía Cervecerías Unidas S. A. (CCU) is the more undervalued stock at a PEG of 0. 00x versus Coca-Cola FEMSA, S. A. B. de C. V. 's 0. 22x. A PEG below 1. 0 is traditionally considered the threshold for growth-adjusted undervaluation. On forward earnings alone, Compañía Cervecerías Unidas S. A. (CCU) trades at 0. 0x forward P/E versus 0. 8x for Coca-Cola FEMSA, S. A. B. de C. V. — 0. 8x cheaper on a one-year earnings basis.

08

Which pays a better dividend — KOF or CCU?

All stocks in this comparison pay dividends.

Coca-Cola FEMSA, S. A. B. de C. V. (KOF) offers the highest yield at 38. 0%, versus 3. 7% for Compañía Cervecerías Unidas S. A. (CCU).

09

Is KOF or CCU better for a retirement portfolio?

For long-horizon retirement investors, Coca-Cola FEMSA, S.

A. B. de C. V. (KOF) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 42), 38. 0% yield). Both have compounded well over 10 years (KOF: +58. 0%, CCU: -11. 4%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.

10

What are the main differences between KOF and CCU?

Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.

In terms of investment character: KOF is a small-cap income-oriented stock; CCU is a small-cap deep-value stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.

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KOF

Income & Dividend Stock

  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Net Margin > 5%
  • Dividend Yield > 15.1%
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CCU

Income & Dividend Stock

  • Sector: Consumer Defensive
  • Market Cap > $100B
  • Gross Margin > 26%
  • Dividend Yield > 1.4%
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Beat Both

Find stocks that outperform KOF and CCU on the metrics below

Revenue Growth>
%
(KOF: 2.4% · CCU: -14.7%)
Net Margin>
%
(KOF: 8.1% · CCU: 4.0%)
P/E Ratio<
x
(KOF: 31.3x · CCU: 17.9x)

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