SOJC vs KOF

Comparison between Southern Company (SOJC, Company) and Coca-Cola Femsa S.A.B. DE C.V. (KOF, Company).

5-Year PerformanceKOF has outperformed SOJC, delivering a return of +22.3% compared to +1.4%

SOJC vs KOF - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	SOJC(COMPANY)	KOF(COMPANY)
Market Cap	$22B	$22B
Max Drawdown	25.19%	79.74%
Sharpe Ratio	0.52	0.61
5Y Beta	0.18	0.39
Industry	N/A	Beverages - Non-alcoholic
P/E Ratio	26.09	17.21
Forward P/E	N/A	125.00
PEG Ratio	N/A	12.23
Dividend Yield	10.60%	3.87%
5Y Dividends CAGR	0.04%	15.53%
5Y EPS CAGR	N/A	48.86%
Debt to Equity	N/A	56.55%
Free Cash Flow Yield	N/A	1.51%
P/S Ratio	N/A	0.08
P/B Ratio	N/A	2.54

Market Cap

SOJC

$22B

Winner

KOF

$22B

Max Drawdown

Winner

SOJC

25.19%

KOF

79.74%

Sharpe Ratio

SOJC

0.52

Winner

KOF

0.61

5Y Beta

Winner

SOJC

0.18

KOF

0.39

Industry

SOJC

N/A

KOF

Beverages - Non-alcoholic

P/E Ratio

SOJC

26.09

Winner

KOF

17.21

Forward P/E

SOJC

N/A

KOF

125.00

PEG Ratio

SOJC

N/A

KOF

12.23

Dividend Yield

Winner

SOJC

10.60%

KOF

3.87%

5Y Dividends CAGR

SOJC

0.04%

Winner

KOF

15.53%

5Y EPS CAGR

SOJC

N/A

KOF

48.86%

Debt to Equity

SOJC

N/A

KOF

56.55%

Free Cash Flow Yield

SOJC

N/A

KOF

1.51%

P/S Ratio

SOJC

N/A

KOF

0.08

P/B Ratio

SOJC

N/A

KOF

2.54

SOJC vs KOF - Historical Returns

Returns include dividend reinvestment.

Period	SOJC	KOF
1 month	+1.53%	+2.54%
3 months	-0.12%	-4.48%
6 months	-0.13%	+19.82%
1 year	+8.04%	+19.11%
5 years(CAGR)	+1.38%	+22.33%
10 years(CAGR)	+3.71%	+6.58%
Max(CAGR)	+3.71%	+10.41%

SOJC

+1.53%

Winner

KOF

+2.54%

Winner

SOJC

-0.12%

KOF

-4.48%

SOJC

-0.13%

Winner

KOF

+19.82%

SOJC

+8.04%

Winner

KOF

+19.11%

5Y(CAGR)

SOJC

+1.38%

Winner

KOF

+22.33%

10Y(CAGR)

SOJC

+3.71%

Winner

KOF

+6.58%

Max(CAGR)

SOJC

+3.71%

Winner

KOF

+10.41%

SOJC vs KOF - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	SOJC	KOF
2026	+1.53%	+12.71%
2025	+2.61%	+27.20%
2024	-2.41%	-12.89%
2023	+17.25%	+50.77%
2022	-14.71%	+30.32%
2021	+1.92%	+26.07%
2020	+7.60%	-19.99%
2019	+24.19%	+0.73%
2018	-8.31%	-12.02%
2017	+1.39%	+12.69%
2016	N/A	-6.24%
2015	N/A	-15.08%
2014	N/A	-25.53%
2013	N/A	-18.94%
2012	N/A	+58.05%
2011	N/A	+16.71%
2010	N/A	+25.69%
2009	N/A	+47.81%
2008	N/A	-8.50%
2007	N/A	+32.80%
2006	N/A	+40.41%
2005	N/A	+16.98%
2004	N/A	+14.29%
2003	N/A	+16.13%
2002	N/A	-12.73%
2001	N/A	-16.36%
2000	N/A	+28.89%
1999	N/A	+23.75%

SOJC vs KOF Drawdown Comparison

The maximum drawdown for SOJC was -22.05%, occurring on Mar 18, 2020. Recovery took 73 trading sessions.

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

The current SOJC drawdown is -6.09%. The current KOF drawdown is -6.78%.

Rank	SOJC	KOF
#1	-22.05% Feb 14, 2020 - Jun 1, 2020	-74.85% Apr 23, 2013 - Apr 1, 2020
#2	-19.33% Sep 2, 2021 - Apr 6, 2023	-57.74% Jun 5, 2008 - Dec 14, 2009
#3	-15.55% Jun 2, 2023 - Dec 27, 2023	-43.16% Apr 18, 2002 - Jul 15, 2005
#4	-12.64% Sep 30, 2024 - Sep 11, 2025	-30.06% Mar 16, 2000 - Jul 20, 2000
#5	-11.42% Aug 30, 2018 - Jan 31, 2019	-29.33% Jan 3, 2001 - Mar 6, 2002
#6	-10.85% Sep 17, 2025 - Mar 31, 2026	-21.42% May 8, 2006 - Oct 31, 2006
#7	-9.55% Mar 7, 2024 - Sep 4, 2024	-20.92% Jul 9, 2007 - Dec 21, 2007
#8	-7.94% Dec 29, 2017 - Jul 6, 2018	-17.71% Feb 2, 2007 - Jun 7, 2007
#9	-4.83% Jun 1, 2020 - Jul 17, 2020	-16.60% Jul 3, 2012 - Oct 4, 2012
#10	-4.56% Dec 30, 2020 - Jun 17, 2021	-15.73% Aug 1, 2011 - Jan 26, 2012
#11	-4.12% Sep 2, 2020 - Nov 23, 2020	-15.56% Dec 9, 1999 - Feb 10, 2000
#12	-3.92% Sep 27, 2019 - Jan 2, 2020	-13.83% Jan 3, 2011 - May 10, 2011
#13	-3.20% Dec 27, 2023 - Feb 1, 2024	-13.76% Dec 24, 2009 - Mar 2, 2010
#14	-2.92% Sep 6, 2019 - Sep 23, 2019	-12.74% Aug 2, 2005 - Jan 6, 2006
#15	-2.82% Jul 10, 2018 - Aug 30, 2018	-11.83% Apr 26, 2010 - Aug 17, 2010

Correlation

Correlation between SOJC and KOF is 0.60 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.60

-101

Dividend Comparison (2000 - 2026)

SOJC vs KOF dividend yield comparison.

Year	SOJC	KOF
2026	1.50%	1.03%
2025	6.07%	4.09%
2024	5.97%	4.20%
2023	5.48%	3.37%
2022	6.18%	3.99%
2021	5.01%	4.59%
2020	4.82%	5.22%
2019	4.99%	2.75%
2018	6.16%	2.95%
2017	0.00%	2.52%
2016	0.00%	2.84%
2015	0.00%	2.74%
2014	0.00%	2.51%
2013	0.00%	1.89%
2012	0.00%	1.30%
2011	0.00%	2.14%
2010	0.00%	1.37%
2009	0.00%	0.83%
2008	0.00%	1.11%
2007	0.00%	0.82%
2006	0.00%	0.86%
2005	0.00%	1.13%
2004	0.00%	1.03%
2002	0.00%	2.30%
2001	0.00%	0.99%
2000	0.00%	0.63%