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KOF vs NI

Comparison between Coca-Cola Femsa S.A.B. DE C.V. (KOF, Company) and NiSource Inc (NI, Company).

KOF is from the Consumer Defensive sector, while NI is from the Utilities sector.

5-Year PerformanceKOF has outperformed NI, delivering a return of +19.5% compared to +16.6%

KOF vs NI - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
KOF
$22B
NI
$22B
Max Drawdown
KOF
79.74%
Winner
NI
75.57%
Sharpe Ratio
Winner
KOF
0.72
NI
0.59
5Y Beta
KOF
0.37
Winner
NI
0.30
Industry
KOF
Beverages - Non-alcoholic
NI
Utilities - Regulated Gas
P/E Ratio
Winner
KOF
17.21
NI
22.72
Forward P/E
KOF
129.87
Winner
NI
22.52
PEG Ratio
KOF
12.23
Winner
NI
2.27
Dividend Yield
Winner
KOF
4.10%
NI
1.87%
5Y Dividends CAGR
Winner
KOF
16.68%
NI
10.86%
5Y EPS CAGR
Winner
KOF
48.86%
NI
31.83%
Debt to Equity
KOF
56.55%
Winner
NI
13.37%
Free Cash Flow Yield
Winner
KOF
1.51%
NI
-3.80%
P/S Ratio
Winner
KOF
0.08
NI
3.28
P/B Ratio
KOF
2.54
Winner
NI
2.34

KOF vs NI - Historical Returns

Returns include dividend reinvestment.

1M
Winner
KOF
-1.19%
NI
-4.74%
3M
Winner
KOF
+4.15%
NI
-2.72%
6M
KOF
+4.35%
Winner
NI
+4.96%
1Y
Winner
KOF
+20.82%
NI
+11.64%
5Y(CAGR)
Winner
KOF
+19.52%
NI
+16.60%
10Y(CAGR)
KOF
+6.54%
Winner
NI
+9.16%
Max(CAGR)
KOF
+10.30%
Winner
NI
+11.08%

KOF vs NI - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearKOFNI
2026+12.02%+9.02%
2025+27.20%+18.08%
2024-12.89%+41.04%
2023+50.77%+0.38%
2022+30.32%+2.96%
2021+26.07%+26.74%
2020-19.99%-12.79%
2019+0.73%+14.29%
2018-12.02%+3.17%
2017+12.69%+19.01%
2016-6.24%+16.64%
2015-15.08%+24.11%
2014-25.53%+34.99%
2013-18.94%+34.52%
2012+58.05%+9.70%
2011+16.71%+39.75%
2010+25.69%+20.25%
2009+47.81%+49.16%
2008-8.50%-38.53%
2007+32.80%-18.81%
2006+40.41%+17.85%
2005+16.98%-2.99%
2004+14.29%+9.85%
2003+16.13%+12.97%
2002-12.73%-9.69%
2001-16.36%-20.03%
2000+28.89%+84.02%
1999+23.75%-14.08%

KOF vs NI Drawdown Comparison

The maximum drawdown for KOF was -74.85%, occurring on Apr 1, 2020. This drawdown has not yet recovered.

The maximum drawdown for NI was -65.72%, occurring on Mar 5, 2009. Recovery took 1002 trading sessions.

The current KOF drawdown is -7.36%. The current NI drawdown is -7.56%.

RankKOFNI
#1-74.85%
Apr 23, 2013 - Apr 1, 2020
-65.72%
May 18, 2007 - May 10, 2011
#2-57.74%
Jun 5, 2008 - Dec 14, 2009
-50.72%
Apr 10, 2001 - Nov 29, 2006
#3-43.16%
Apr 18, 2002 - Jul 15, 2005
-38.71%
Jan 24, 2000 - Aug 9, 2000
#4-30.06%
Mar 16, 2000 - Jul 20, 2000
-30.95%
Feb 14, 2020 - Jan 28, 2022
#5-29.33%
Jan 3, 2001 - Mar 6, 2002
-24.82%
Apr 6, 2022 - Jul 12, 2024
#6-21.42%
May 8, 2006 - Oct 31, 2006
-21.37%
Nov 4, 1999 - Jan 24, 2000
#7-20.92%
Jul 9, 2007 - Dec 21, 2007
-18.91%
Jul 5, 2016 - May 31, 2017
#8-17.71%
Feb 2, 2007 - Jun 7, 2007
-17.68%
Nov 14, 2017 - Aug 14, 2018
#9-16.60%
Jul 3, 2012 - Oct 4, 2012
-16.80%
Dec 26, 2000 - Apr 2, 2001
#10-15.73%
Aug 1, 2011 - Jan 26, 2012
-14.17%
Sep 26, 2019 - Feb 13, 2020
#11-15.56%
Dec 9, 1999 - Feb 10, 2000
-13.43%
Sep 13, 2018 - Mar 11, 2019
#12-13.83%
Jan 3, 2011 - May 10, 2011
-13.09%
Jul 21, 2011 - Aug 29, 2011
#13-13.76%
Dec 24, 2009 - Mar 2, 2010
-12.12%
Jun 18, 2015 - Sep 30, 2015
#14-12.74%
Aug 2, 2005 - Jan 6, 2006
-12.09%
Sep 13, 2000 - Dec 1, 2000
#15-11.83%
Apr 26, 2010 - Aug 17, 2010
-11.33%
Apr 29, 2013 - Jul 25, 2013

Correlation

Correlation between KOF and NI is 0.67 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.67
-101

Dividend Comparison (2000 - 2026)

KOF vs NI dividend yield comparison.

YearKOFNI
20262.13%1.32%
20254.09%2.68%
20244.20%2.88%
20233.37%3.77%
20223.99%3.43%
20214.59%3.19%
20205.22%3.66%
20192.75%2.87%
20182.95%3.08%
20172.52%2.73%
20162.84%2.89%
20152.74%145.67%
20142.51%2.40%
20131.89%2.98%
20121.30%2.81%
20112.14%3.86%
20101.37%5.22%
20090.83%5.98%
20081.11%8.39%
20070.82%4.87%
20060.86%3.82%
20051.13%4.41%
20041.03%4.04%
20030.00%5.01%
20022.30%5.80%
20010.99%5.03%
20000.63%3.51%

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