Beverages - Non-Alcoholic
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KOF vs CCU
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Alcoholic
KOF vs CCU — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Non-Alcoholic | Beverages - Alcoholic |
| Market Cap | $2.25B | $2.21B |
| Revenue (TTM) | $292.72B | $2.88T |
| Net Income (TTM) | $23.85B | $115.38B |
| Gross Margin | 45.6% | 44.4% |
| Operating Margin | 13.9% | 7.0% |
| Forward P/E | 0.8x | 0.0x |
| Total Debt | $82.68B | $1.33T |
| Cash & Equiv. | $28.07B | $520.66B |
KOF vs CCU — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Coca-Cola FEMSA, S.… (KOF) | 100 | 244.3 | +144.3% |
| Compañía Cervecería… (CCU) | 100 | 85.4 | -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.
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%
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
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.3% revenue growth vs CCU's -4.7% | |
| Value | Lower P/E (0.0x vs 0.8x), PEG 0.00 vs 0.22 | |
| Quality / Margins | 8.1% margin vs CCU's 4.0% | |
| Stability / Safety | Beta 0.42 vs CCU's 0.81, lower leverage | |
| Dividends | 38.0% yield, 8-year raise streak, vs CCU's 3.7% | |
| Momentum (1Y) | +17.3% vs CCU's -20.9% | |
| Efficiency (ROA) | 9.9% 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
KOF vs CCU — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
KOF leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
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.
| Metric | ||
|---|---|---|
| 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% |
Valuation Metrics
KOF leads this category, winning 4 of 7 comparable metrics.
Valuation 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.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.2B | $2.2B |
| Enterprise ValueMkt cap + debt − cash | $5.4B | $3.1B |
| Trailing P/EPrice ÷ TTM EPS | 31.32x | 17.89x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.84x | 0.02x |
| PEG RatioP/E ÷ EPS growth rate | 8.29x | 5.80x |
| EV / EBITDAEnterprise value multiple | 1.72x | 8.01x |
| Price / SalesMarket cap ÷ Revenue | 0.13x | 0.72x |
| Price / BookPrice ÷ Book value/share | 0.25x | 1.24x |
| Price / FCFMarket cap ÷ FCF | 6.80x | 21.79x |
Profitability & Efficiency
KOF leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
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.
| Metric | ||
|---|---|---|
| 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 0–9 | 5 | 6 |
| Debt / EquityFinancial leverage | 0.54x | 0.82x |
| 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 expense | 7.15x | 2.65x |
Total Returns (Dividends Reinvested)
KOF leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
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.
| Metric | ||
|---|---|---|
| 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% |
Risk & Volatility
KOF leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
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.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | 0.81x |
| 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 0–100 | 62.9 | 45.5 |
| Avg Volume (50D)Average daily shares traded | 172K | 207K |
Analyst Outlook
KOF leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
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%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $111.00 | — |
| # AnalystsCovering analysts | 11 | 7 |
| Dividend YieldAnnual dividend ÷ price | +38.0% | +3.7% |
| Dividend StreakConsecutive years of raises | 8 | 0 |
| Dividend / ShareAnnual DPS | $702.49 | $403.10 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
KOF leads in 6 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics.
KOF vs CCU: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is 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.
02Which 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.
03Which 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.
04Which 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.
05Which 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.
06Which 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.
07Is 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.
08Which 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).
09Is 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.
10What 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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