Beverages - Non-Alcoholic
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KOF vs COKE
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Non-Alcoholic
KOF vs COKE — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Non-Alcoholic | Beverages - Non-Alcoholic |
| Market Cap | $2.23B | $14.87B |
| Revenue (TTM) | $292.72B | $7.49B |
| Net Income (TTM) | $23.85B | $579M |
| Gross Margin | 45.6% | 39.3% |
| Operating Margin | 13.9% | 13.4% |
| Forward P/E | 0.8x | 26.1x |
| Total Debt | $82.68B | $3.00B |
| Cash & Equiv. | $28.07B | $282M |
KOF vs COKE — 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 | 242.2 | +142.2% |
| Coca-Cola Consolida… (COKE) | 100 | 729.7 | +629.7% |
Price return only. Dividends and distributions are not included.
Quick Verdict: KOF vs COKE
Each card shows where this stock fits in a portfolio — not just who wins on paper.
KOF is the clearest fit if your priority is income & stability and valuation efficiency.
- Dividend streak 8 yrs, beta 0.42, yield 38.4%
- PEG 0.22 vs COKE's 0.87
- Lower P/E (0.8x vs 26.1x), PEG 0.22 vs 0.87
COKE carries the broadest edge in this set and is the clearest fit for growth exposure and long-term compounding.
- Rev growth 4.8%, EPS growth -2.6%, 3Y rev CAGR 5.2%
- 10.1% 10Y total return vs KOF's 59.5%
- Lower volatility, beta 0.18, current ratio 1.26x
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 4.8% revenue growth vs KOF's 4.3% | |
| Value | Lower P/E (0.8x vs 26.1x), PEG 0.22 vs 0.87 | |
| Quality / Margins | 8.1% margin vs COKE's 7.7% | |
| Stability / Safety | Beta 0.18 vs KOF's 0.42 | |
| Dividends | 38.4% yield, 8-year raise streak, vs COKE's 0.6% | |
| Momentum (1Y) | +49.6% vs KOF's +16.7% | |
| Efficiency (ROA) | 11.4% ROA vs KOF's 9.9%, ROIC 34.2% vs 15.0% |
KOF vs COKE — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
KOF vs COKE — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
Evenly matched — KOF and COKE each lead in 3 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
KOF is the larger business by revenue, generating $292.7B annually — 39.1x COKE's $7.5B. Profitability is closely matched — net margins range from 8.1% (KOF) to 7.7% (COKE). On growth, COKE holds the edge at +16.9% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $292.7B | $7.5B |
| EBITDAEarnings before interest/tax | $42.3B | $1.1B |
| Net IncomeAfter-tax profit | $23.9B | $579M |
| Free Cash FlowCash after capex | $5.1B | $662M |
| Gross MarginGross profit ÷ Revenue | +45.6% | +39.3% |
| Operating MarginEBIT ÷ Revenue | +13.9% | +13.4% |
| Net MarginNet income ÷ Revenue | +8.1% | +7.7% |
| FCF MarginFCF ÷ Revenue | +1.8% | +8.8% |
| Rev. Growth (YoY)Latest quarter vs prior year | +2.4% | +16.9% |
| EPS Growth (YoY)Latest quarter vs prior year | -43.8% | +40.3% |
Valuation Metrics
KOF leads this category, winning 3 of 5 comparable metrics.
Valuation Metrics
At 26.1x trailing earnings, COKE trades at a 16% valuation discount to KOF's 30.9x P/E. Adjusting for growth (PEG ratio), COKE offers better value at 0.87x vs KOF's 8.19x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||
|---|---|---|
| Market CapShares × price | $2.2B | $14.9B |
| Enterprise ValueMkt cap + debt − cash | $5.4B | $17.6B |
| Trailing P/EPrice ÷ TTM EPS | 30.93x | 26.08x |
| Forward P/EPrice ÷ next-FY EPS est. | 0.83x | — |
| PEG RatioP/E ÷ EPS growth rate | 8.19x | 0.87x |
| EV / EBITDAEnterprise value multiple | 1.71x | 15.04x |
| Price / SalesMarket cap ÷ Revenue | 0.13x | 2.06x |
| Price / BookPrice ÷ Book value/share | 0.25x | — |
| Price / FCFMarket cap ÷ FCF | 6.72x | 23.80x |
Profitability & Efficiency
COKE leads this category, winning 7 of 7 comparable metrics.
Profitability & Efficiency
COKE delivers a 122.9% return on equity — every $100 of shareholder capital generates $123 in annual profit, vs $21 for KOF.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +20.9% | +122.9% |
| ROA (TTM)Return on assets | +9.9% | +11.4% |
| ROICReturn on invested capital | +15.0% | +34.2% |
| ROCEReturn on capital employed | +16.6% | +25.4% |
| Piotroski ScoreFundamental quality 0–9 | 5 | 5 |
| Debt / EquityFinancial leverage | 0.54x | — |
| Net DebtTotal debt minus cash | $54.6B | $2.7B |
| Cash & Equiv.Liquid assets | $28.1B | $282M |
| Total DebtShort + long-term debt | $82.7B | $3.0B |
| Interest CoverageEBIT ÷ Interest expense | 7.15x | 14.03x |
Total Returns (Dividends Reinvested)
COKE leads this category, winning 6 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in COKE five years ago would be worth $63,089 today (with dividends reinvested), compared to $25,756 for KOF. Over the past 12 months, COKE leads with a +49.6% total return vs KOF's +16.7%. The 3-year compound annual growth rate (CAGR) favors COKE at 40.6% vs KOF's 8.8% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +12.8% | +18.9% |
| 1-Year ReturnPast 12 months | +16.7% | +49.6% |
| 3-Year ReturnCumulative with dividends | +28.8% | +177.9% |
| 5-Year ReturnCumulative with dividends | +157.6% | +530.9% |
| 10-Year ReturnCumulative with dividends | +59.5% | +1005.2% |
| CAGR (3Y)Annualised 3-year return | +8.8% | +40.6% |
Risk & Volatility
Evenly matched — KOF and COKE each lead in 1 of 2 comparable metrics.
Risk & Volatility
COKE is the less volatile stock with a 0.18 beta — it tends to amplify market swings less than KOF's 0.42 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. KOF currently trades 91.1% from its 52-week high vs COKE's 80.9% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.42x | 0.18x |
| 52-Week HighHighest price in past year | $116.36 | $219.65 |
| 52-Week LowLowest price in past year | $80.22 | $105.21 |
| % of 52W HighCurrent price vs 52-week peak | +91.1% | +80.9% |
| RSI (14)Momentum oscillator 0–100 | 63.6 | 61.2 |
| Avg Volume (50D)Average daily shares traded | 171K | 499K |
Analyst Outlook
KOF leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Wall Street rates KOF as "Buy" and COKE as "Hold". For income investors, KOF offers the higher dividend yield at 38.43% vs COKE's 0.58%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Hold |
| Price TargetConsensus 12-month target | $111.00 | — |
| # AnalystsCovering analysts | 11 | 1 |
| Dividend YieldAnnual dividend ÷ price | +38.4% | +0.6% |
| Dividend StreakConsecutive years of raises | 8 | 0 |
| Dividend / ShareAnnual DPS | $702.49 | $1.03 |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | +17.5% |
KOF leads in 2 of 6 categories (Valuation Metrics, Analyst Outlook). COKE leads in 2 (Profitability & Efficiency, Total Returns). 2 tied.
KOF vs COKE: Frequently Asked Questions
9 questions · data-driven answers · updated daily
01Is KOF or COKE a better buy right now?
For growth investors, Coca-Cola Consolidated, Inc.
(COKE) is the stronger pick with 4. 8% revenue growth year-over-year, versus 4. 3% for Coca-Cola FEMSA, S. A. B. de C. V. (KOF). Coca-Cola Consolidated, Inc. (COKE) offers the better valuation at 26. 1x trailing P/E, 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 COKE?
On trailing P/E, Coca-Cola Consolidated, Inc.
(COKE) is the cheapest at 26. 1x versus Coca-Cola FEMSA, S. A. B. de C. V. at 30. 9x.
03Which is the better long-term investment — KOF or COKE?
Over the past 5 years, Coca-Cola Consolidated, Inc.
(COKE) delivered a total return of +530. 9%, compared to +157. 6% for Coca-Cola FEMSA, S. A. B. de C. V. (KOF). Over 10 years, the gap is even starker: COKE returned +1005% versus KOF's +59. 5%. 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 COKE?
By beta (market sensitivity over 5 years), Coca-Cola Consolidated, Inc.
(COKE) is the lower-risk stock at 0. 18β versus Coca-Cola FEMSA, S. A. B. de C. V. 's 0. 42β — meaning KOF is approximately 140% more volatile than COKE relative to the S&P 500.
05Which is growing faster — KOF or COKE?
By revenue growth (latest reported year), Coca-Cola Consolidated, Inc.
(COKE) is pulling ahead at 4. 8% versus 4. 3% for Coca-Cola FEMSA, S. A. B. de C. V. (KOF). On earnings-per-share growth, the picture is similar: Coca-Cola Consolidated, Inc. grew EPS -2. 6% 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 COKE?
Coca-Cola FEMSA, S.
A. B. de C. V. (KOF) is the more profitable company, earning 8. 2% net margin versus 7. 9% for Coca-Cola Consolidated, Inc. — 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 13. 2% for COKE. 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.
07Which pays a better dividend — KOF or COKE?
All stocks in this comparison pay dividends.
Coca-Cola FEMSA, S. A. B. de C. V. (KOF) offers the highest yield at 38. 4%, versus 0. 6% for Coca-Cola Consolidated, Inc. (COKE).
08Is KOF or COKE better for a retirement portfolio?
For long-horizon retirement investors, Coca-Cola Consolidated, Inc.
(COKE) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 18), 0. 6% yield, +1005% 10Y return). Both have compounded well over 10 years (COKE: +1005%, KOF: +59. 5%), 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.
09What are the main differences between KOF and COKE?
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; COKE is a mid-cap quality compounder 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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