JBS vs. KOF: JBS vs. Coca-Cola FEMSA Stock Comparison

Company Profile

JBS (JBS) and Coca-Cola FEMSA (KOF) both fall under the Food, Beverage & Tobacco industry group, but JBS is classified in Food Products while KOF is classified in Beverages.

Coca-Cola FEMSA (KOF) carries decades of public-market history since September 14, 1993, while JBS (JBS) listed on June 13, 2025 — long-window comparisons have far more historical data on the KOF side.

JBS (JBS) trades as ordinary local shares, while Coca-Cola FEMSA (KOF) trades as an ADR — compare with FX exposure, depositary-program fees, and dividend-withholding-tax differences in mind.

Price Performance

Cumulative Growth

Trailing Returns

Calendar-Year Returns

Performance Metrics

Risk Profile

Drawdown History

Return Distribution

Risk Metrics

JBS (JBS) reports a negative beta of -1.50, suggesting inverse market sensitivity over the measurement window. That is uncommon for ordinary equities and can reflect commodity-linked or hedge-like exposure, but it can also come from statistical noise. Coca-Cola FEMSA (KOF) has a non-negative beta of 0.53.

Risk-Adjusted Performance

Risk-Return Positioning

Risk-Adjusted Metrics

Profitability

Both JBS (JBS) at 13.38% and Coca-Cola FEMSA (KOF) at 16.61% land near their industries’ usual ROE ranges, so capital efficiency looks broadly in line with peers on both sides.

Coca-Cola FEMSA (KOF) at 7.96% keeps about the industry-typical share of revenue as profit, while JBS (JBS) at 1.22% retains only a bottom-quartile share.

Coca-Cola FEMSA (KOF) at 14.73% runs core operations around its industry’s norm, while JBS (JBS) at 3.07% operates in the bottom quartile.

Profitability Metrics

Growth

JBS (JBS) at 11.66% sits in the top revenue growth quartile, while Coca-Cola FEMSA (KOF) at 4.27% is closer to the peer norm — faster top-line expansion for JBS.

JBS (JBS) at 14.55% is around its peer norm for EPS growth, while Coca-Cola FEMSA (KOF) at -87.43% drops into the bottom quartile, signaling weaker earnings momentum.

Growth Metrics

Financial Strength

Both JBS (JBS) at 1.53 and Coca-Cola FEMSA (KOF) at 1.14 carry current ratio within their industries’ typical mid-ranges, suggesting balanced short-term liquidity relative to peers.

Coca-Cola FEMSA (KOF) at 0.58 is near its industry mid-range for debt-to-equity ratio, while JBS (JBS) at 2.83 sits above its benchmark range, pointing to a heavier debt load relative to equity.

Financial Strength Metrics

Dividends

JBS (JBS) at 7.81% earns its spot in the top quartile of its industry’s yields; Coca-Cola FEMSA (KOF) at 67.45% is past the top of its own peer range — territory where a dividend-safety check matters more than the headline number.

Coca-Cola FEMSA (KOF) reports payout ratio above 100% at 501.47%, meaning dividends exceeded current-period earnings and sustainability needs extra context. Meanwhile JBS (JBS) reports 93.46%, ranking against industry peers normally.

Dividend Metrics

Valuation

JBS (JBS) at 11.66 sits in the cheaper P/E ratio quartile, while Coca-Cola FEMSA (KOF) at 139.55 trades above its peer range — a wide earnings-valuation gap relative to industry peers.

Both JBS (JBS) at 0.15 and Coca-Cola FEMSA (KOF) at 0.08 fetch a relatively low price per dollar of sales, landing in the cheaper P/S ratio quartile of their industries.

On P/B ratio, both JBS (JBS) at 1.63 and Coca-Cola FEMSA (KOF) at 2.98 are valued close to their industries’ norm against book — neither stands out from peers.

Valuation Metrics