KOF vs. SJM: Coca-Cola FEMSA vs. J. M. Smucker Stock Comparison
How do Coca-Cola FEMSA (KOF) and J. M. Smucker (SJM) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Coca-Cola FEMSA (KOF) and J. M. Smucker (SJM) both fall under the Food, Beverage & Tobacco industry group, but KOF is classified in Beverages while SJM is classified in Food Products.
J. M. Smucker (SJM) 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.
| Profile Item | KOF | SJM |
|---|---|---|
| Name | Coca-Cola FEMSA, S.A.B. de C.V. - ADR | The J. M. Smucker Company |
| Country/Region | Mexico | United States |
| GICS Sector | Consumer Staples | Consumer Staples |
| GICS Industry Group | Food, Beverage & Tobacco | Food, Beverage & Tobacco |
| GICS Industry | Beverages | Food Products |
| GICS Sub-Industry | Soft Drinks & Non-alcoholic Beverages | Packaged Foods & Meats |
| Market Capitalization | 24.04 billion USD | 13.95 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | NYSE |
| Listing Date | September 14, 1993 | October 31, 1994 |
| Security Type | ADR | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | KOF | SJM |
|---|---|---|
| Total Return (1Y) | 34.05% | 29.86% |
| Total Return (3Y, Annualized) | 15.85% | 11.19% |
| Total Return (5Y, Annualized) | 20.75% | 4.32% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | KOF | SJM |
|---|---|---|
| Volatility (1Y, Annualized) | 24.28% | 29.24% |
| Beta (5Y) | 0.53 | 0.26 |
| Max Drawdown (5Y) | -24.51% | -38.11% |
| Avg. Volume (3M) | 205.51K | 1.26M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | KOF | SJM |
|---|---|---|
| Sharpe Ratio (1Y) | 1.23 | 0.87 |
| Sortino Ratio (1Y) | 1.94 | 1.47 |
Profitability
ROE (TTM)
Coca-Cola FEMSA (KOF) at 16.61% is around its peer norm for ROE, while J. M. Smucker (SJM) at 3.93% drops into the bottom quartile, signaling weaker returns on shareholders’ equity.
KOF
Food, Beverage & Tobacco industry group
16.61%
- Max
- 32.02%
- KOF
- 16.61%
- Q3
- 16.61%
- Median
- 10.05%
- Q1
- 4.10%
- Min
- -10.50%
SJM
Food, Beverage & Tobacco industry group
3.93%
- Max
- 32.02%
- Q3
- 16.61%
- Median
- 10.05%
- Q1
- 4.10%
- SJM
- 3.93%
- Min
- -10.50%
Net Margin (TTM)
Both Coca-Cola FEMSA (KOF) at 7.96% and J. M. Smucker (SJM) at 2.51% keep about the typical share of revenue as profit for their industries — neither bottom line stands out from peers.
KOF
Food, Beverage & Tobacco industry group
7.96%
- Max
- 24.83%
- Q3
- 11.22%
- KOF
- 7.96%
- Median
- 5.94%
- Q1
- 2.05%
- Min
- -11.49%
SJM
Food, Beverage & Tobacco industry group
2.51%
- Max
- 24.83%
- Q3
- 11.22%
- Median
- 5.94%
- SJM
- 2.51%
- Q1
- 2.05%
- Min
- -11.49%
Operating Margin (TTM)
J. M. Smucker (SJM) at 17.90% operates in the top operating margin quartile, ahead of Coca-Cola FEMSA (KOF) at 14.73%, which runs around its industry’s norm.
KOF
Food, Beverage & Tobacco industry group
14.73%
- Max
- 34.91%
- Q3
- 17.57%
- KOF
- 14.73%
- Median
- 11.06%
- Q1
- 4.15%
- Min
- -15.06%
SJM
Food, Beverage & Tobacco industry group
17.90%
- Max
- 34.91%
- SJM
- 17.90%
- Q3
- 17.57%
- Median
- 11.06%
- Q1
- 4.15%
- Min
- -15.06%
Profitability Metrics
| Metric | KOF | SJM |
|---|---|---|
| ROE (TTM) | 16.61% | 3.93% |
| ROA (TTM) | 7.90% | 6.26% |
| Net Margin (TTM) | 7.96% | 2.51% |
| Operating Margin (TTM) | 14.73% | 17.90% |
| Gross Margin (TTM) | 46.79% | 37.95% |
Growth
Revenue Growth
Both Coca-Cola FEMSA (KOF) at 4.27% and J. M. Smucker (SJM) at 3.72% land near their industries' usual revenue growth ranges, so top-line momentum looks broadly in line with peers on both sides.
EPS Growth
Only one side can be read here: Coca-Cola FEMSA (KOF) reports EPS growth of -87.43%, ranked against its industry; J. M. Smucker (SJM) has no EPS growth figure this period.
Growth Metrics
| Metric | KOF | SJM |
|---|---|---|
| Revenue Growth (YoY) | 4.27% | 3.72% |
| Revenue Growth (3Y CAGR) | 8.77% | 2.00% |
| EPS Growth (YoY) | -87.43% | -- |
| EPS Growth (3Y CAGR) | -46.08% | -- |
Financial Strength
Current Ratio (MRQ)
Coca-Cola FEMSA (KOF) at 1.14 keeps current ratio within its industry’s typical mid-range, while J. M. Smucker (SJM) at 0.87 runs in the tighter-liquidity quartile — a thinner cushion against current liabilities for SJM.
KOF
Food, Beverage & Tobacco industry group
1.14
- Max
- 4.01
- Q3
- 2.35
- Median
- 1.53
- KOF
- 1.14
- Q1
- 1.02
- Min
- 0.33
SJM
Food, Beverage & Tobacco industry group
0.87
- Max
- 4.01
- Q3
- 2.35
- Median
- 1.53
- Q1
- 1.02
- SJM
- 0.87
- Min
- 0.33
Debt / Equity (MRQ)
Coca-Cola FEMSA (KOF) at 0.58 carries an industry-typical debt-to-equity mix, while J. M. Smucker (SJM) at 1.21 uses more debt funding than most peers.
KOF
Food, Beverage & Tobacco industry group
0.58
- Max
- 2.19
- Q3
- 1.11
- Median
- 0.68
- KOF
- 0.58
- Q1
- 0.33
- Min
- 0.00
SJM
Food, Beverage & Tobacco industry group
1.21
- Max
- 2.19
- SJM
- 1.21
- Q3
- 1.11
- Median
- 0.68
- Q1
- 0.33
- Min
- 0.00
Financial Strength Metrics
| Metric | KOF | SJM |
|---|---|---|
| Current Ratio (MRQ) | 1.14 | 0.87 |
| Debt / Equity (MRQ) | 0.58 | 1.21 |
| Net Debt / EBITDA | 0.85 | 3.05 |
Dividends
Dividend Yield (TTM)
J. M. Smucker (SJM) at 3.32% pays an industry-typical yield; Coca-Cola FEMSA (KOF) at 67.45% is above its entire peer range — the higher number, but one that calls for a look at payout sustainability before treating it as an advantage.
KOF
Food, Beverage & Tobacco industry group
67.45%
- KOF
- 67.45%
- Max
- 9.38%
- Q3
- 3.77%
- Median
- 1.76%
- Q1
- 0.00%
- Min
- 0.00%
SJM
Food, Beverage & Tobacco industry group
3.32%
- Max
- 9.38%
- Q3
- 3.77%
- SJM
- 3.32%
- Median
- 1.76%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Both Coca-Cola FEMSA (KOF) at 501.47% and J. M. Smucker (SJM) at 205.61% report payout ratio above 100%, meaning dividends exceeded current-period earnings on both sides.
KOF
Food, Beverage & Tobacco industry group
501.47%
- KOF
- 501.47%
- Max
- 199.19%
- Q3
- 81.03%
- Median
- 41.52%
- Q1
- 0.00%
- Min
- 0.00%
SJM
Food, Beverage & Tobacco industry group
205.61%
- SJM
- 205.61%
- Max
- 199.19%
- Q3
- 81.03%
- Median
- 41.52%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | KOF | SJM |
|---|---|---|
| Dividend Yield (TTM) | 67.45% | 3.32% |
| Dividend Payout Ratio (TTM) | 501.47% | 205.61% |
Valuation
P/E Ratio (TTM)
Both Coca-Cola FEMSA (KOF) at 139.55 and J. M. Smucker (SJM) at 61.00 trade above their industries’ P/E ratio peer ranges, pointing to unusually expensive trailing earnings relative to peers.
KOF
Food, Beverage & Tobacco industry group
139.55
- KOF
- 139.55
- Max
- 52.52
- Q3
- 30.78
- Median
- 18.76
- Q1
- 12.77
- Min
- 4.72
SJM
Food, Beverage & Tobacco industry group
61.00
- SJM
- 61.00
- Max
- 52.52
- Q3
- 30.78
- Median
- 18.76
- Q1
- 12.77
- Min
- 4.72
P/S Ratio (TTM)
Coca-Cola FEMSA (KOF) at 0.08 sits in the cheaper P/S ratio quartile while J. M. Smucker (SJM) at 1.52 prices around its industry’s middle — KOF costs less per dollar of sales, though read it alongside growth and margins.
KOF
Food, Beverage & Tobacco industry group
0.08
- Max
- 4.64
- Q3
- 2.27
- Median
- 1.17
- Q1
- 0.52
- KOF
- 0.08
- Min
- 0.00
SJM
Food, Beverage & Tobacco industry group
1.52
- Max
- 4.64
- Q3
- 2.27
- SJM
- 1.52
- Median
- 1.17
- Q1
- 0.52
- Min
- 0.00
P/B Ratio (MRQ)
On P/B ratio, both Coca-Cola FEMSA (KOF) at 2.98 and J. M. Smucker (SJM) at 2.43 are valued close to their industries’ norm against book — neither stands out from peers.
KOF
Food, Beverage & Tobacco industry group
2.98
- Max
- 6.35
- Q3
- 3.07
- KOF
- 2.98
- Median
- 1.58
- Q1
- 0.82
- Min
- 0.00
SJM
Food, Beverage & Tobacco industry group
2.43
- Max
- 6.35
- Q3
- 3.07
- SJM
- 2.43
- Median
- 1.58
- Q1
- 0.82
- Min
- 0.00
Valuation Metrics
| Metric | KOF | SJM |
|---|---|---|
| P/E Ratio (TTM) | 139.55 | 61.00 |
| P/S Ratio (TTM) | 0.08 | 1.52 |
| P/B Ratio (MRQ) | 2.98 | 2.43 |
| Free Cash Flow Yield (TTM) | 78.07% | 10.50% |