KOF vs. SJM: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at KOF and SJM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.
Company Profile
KOF trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, SJM is a standard domestic listing.
Symbol | KOF | SJM |
---|---|---|
Company Name | Coca-Cola FEMSA, S.A.B. de C.V. | The J. M. Smucker Company |
Country | Mexico | United States |
GICS Sector | Consumer Staples | Consumer Staples |
GICS Industry | Beverages | Food Products |
Market Capitalization | 17.69 billion USD | 12.06 billion USD |
Exchange | NYSE | NYSE |
Listing Date | September 14, 1993 | October 31, 1994 |
Security Type | ADR | Common Stock |
Historical Performance
This chart compares the performance of KOF and SJM by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.
Historical Performance at a Glance
Symbol | KOF | SJM |
---|---|---|
5-Day Price Return | -2.08% | 1.44% |
13-Week Price Return | -15.65% | -0.34% |
26-Week Price Return | -10.01% | 7.49% |
52-Week Price Return | -6.56% | -6.52% |
Month-to-Date Return | -0.46% | 5.32% |
Year-to-Date Return | -3.88% | 2.66% |
10-Day Avg. Volume | 0.45M | 1.54M |
3-Month Avg. Volume | 0.76M | 1.77M |
3-Month Volatility | 24.37% | 38.49% |
Beta | 0.60 | 0.24 |
Profitability
Return on Equity (TTM)
KOF
16.49%
Beverages Industry
- Max
- 49.46%
- Q3
- 24.91%
- Median
- 11.13%
- Q1
- 5.27%
- Min
- -5.93%
KOF’s Return on Equity of 16.49% is on par with the norm for the Beverages industry, indicating its profitability relative to shareholder equity is typical for the sector.
SJM
-17.34%
Food Products Industry
- Max
- 27.15%
- Q3
- 15.66%
- Median
- 10.47%
- Q1
- 7.82%
- Min
- -2.46%
SJM has a negative Return on Equity of -17.34%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.
Net Profit Margin (TTM)
KOF
8.19%
Beverages Industry
- Max
- 21.86%
- Q3
- 12.24%
- Median
- 8.70%
- Q1
- 5.33%
- Min
- -4.40%
KOF’s Net Profit Margin of 8.19% is aligned with the median group of its peers in the Beverages industry. This indicates its ability to convert revenue into profit is typical for the sector.
SJM
-14.10%
Food Products Industry
- Max
- 18.44%
- Q3
- 9.92%
- Median
- 6.38%
- Q1
- 4.13%
- Min
- -0.92%
SJM has a negative Net Profit Margin of -14.10%, indicating the company is operating at a net loss as its expenses exceeded its revenues.
Operating Profit Margin (TTM)
KOF
13.99%
Beverages Industry
- Max
- 29.32%
- Q3
- 18.25%
- Median
- 13.42%
- Q1
- 10.58%
- Min
- 0.71%
KOF’s Operating Profit Margin of 13.99% is around the midpoint for the Beverages industry, indicating that its efficiency in managing core business operations is typical for the sector.
SJM
-7.38%
Food Products Industry
- Max
- 24.83%
- Q3
- 14.27%
- Median
- 9.73%
- Q1
- 6.26%
- Min
- -0.10%
SJM has a negative Operating Profit Margin of -7.38%. This signifies the company is unprofitable at the operational level, as its core business expenses exceed its revenue.
Profitability at a Glance
Symbol | KOF | SJM |
---|---|---|
Return on Equity (TTM) | 16.49% | -17.34% |
Return on Assets (TTM) | 7.60% | -6.45% |
Net Profit Margin (TTM) | 8.19% | -14.10% |
Operating Profit Margin (TTM) | 13.99% | -7.38% |
Gross Profit Margin (TTM) | 46.09% | 38.89% |
Financial Strength
Current Ratio (MRQ)
KOF
1.12
Beverages Industry
- Max
- 3.38
- Q3
- 1.97
- Median
- 1.21
- Q1
- 0.86
- Min
- 0.53
KOF’s Current Ratio of 1.12 aligns with the median group of the Beverages industry, indicating that its short-term liquidity is in line with its sector peers.
SJM
0.81
Food Products Industry
- Max
- 3.80
- Q3
- 2.40
- Median
- 1.61
- Q1
- 1.28
- Min
- 0.55
SJM’s Current Ratio of 0.81 falls into the lower quartile for the Food Products industry. This indicates a tighter liquidity situation and a more constrained capacity to handle short-term debt than many of its competitors.
Debt-to-Equity Ratio (MRQ)
KOF
0.62
Beverages Industry
- Max
- 2.11
- Q3
- 1.23
- Median
- 0.79
- Q1
- 0.32
- Min
- 0.00
KOF’s Debt-to-Equity Ratio of 0.62 is typical for the Beverages industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.
SJM
1.26
Food Products Industry
- Max
- 1.87
- Q3
- 0.90
- Median
- 0.48
- Q1
- 0.24
- Min
- 0.00
SJM’s leverage is in the upper quartile of the Food Products industry, with a Debt-to-Equity Ratio of 1.26. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
Interest Coverage Ratio (TTM)
KOF
11.45
Beverages Industry
- Max
- 78.96
- Q3
- 40.67
- Median
- 9.62
- Q1
- 3.59
- Min
- 0.81
KOF’s Interest Coverage Ratio of 11.45 is positioned comfortably within the norm for the Beverages industry, indicating a standard and healthy capacity to cover its interest payments.
SJM
-1.69
Food Products Industry
- Max
- 70.39
- Q3
- 32.08
- Median
- 9.51
- Q1
- 4.55
- Min
- -1.69
SJM has a negative Interest Coverage Ratio of -1.69. This indicates that its earnings were insufficient to cover even its operational costs, let alone its interest payments, signaling significant financial distress.
Financial Strength at a Glance
Symbol | KOF | SJM |
---|---|---|
Current Ratio (MRQ) | 1.12 | 0.81 |
Quick Ratio (MRQ) | 0.90 | 0.35 |
Debt-to-Equity Ratio (MRQ) | 0.62 | 1.26 |
Interest Coverage Ratio (TTM) | 11.45 | -1.69 |
Growth
Revenue Growth
EPS Growth
Dividend
Dividend Yield (TTM)
KOF
3.84%
Beverages Industry
- Max
- 6.93%
- Q3
- 4.51%
- Median
- 3.09%
- Q1
- 2.03%
- Min
- 0.00%
KOF’s Dividend Yield of 3.84% is consistent with its peers in the Beverages industry, providing a dividend return that is standard for its sector.
SJM
3.79%
Food Products Industry
- Max
- 7.43%
- Q3
- 4.12%
- Median
- 2.67%
- Q1
- 1.57%
- Min
- 0.00%
SJM’s Dividend Yield of 3.79% is consistent with its peers in the Food Products industry, providing a dividend return that is standard for its sector.
Dividend Payout Ratio (TTM)
KOF
74.39%
Beverages Industry
- Max
- 143.36%
- Q3
- 99.22%
- Median
- 67.03%
- Q1
- 40.31%
- Min
- 0.00%
KOF’s Dividend Payout Ratio of 74.39% is within the typical range for the Beverages industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
SJM
59.47%
Food Products Industry
- Max
- 202.50%
- Q3
- 109.53%
- Median
- 67.28%
- Q1
- 39.33%
- Min
- 0.00%
SJM’s Dividend Payout Ratio of 59.47% is within the typical range for the Food Products industry, suggesting a balanced approach between shareholder payouts and company reinvestment.
Dividend at a Glance
Symbol | KOF | SJM |
---|---|---|
Dividend Yield (TTM) | 3.84% | 3.79% |
Dividend Payout Ratio (TTM) | 74.39% | 59.47% |
Valuation
Price-to-Earnings Ratio (TTM)
KOF
15.15
Beverages Industry
- Max
- 41.48
- Q3
- 28.35
- Median
- 19.09
- Q1
- 15.36
- Min
- 3.14
In the lower quartile for the Beverages industry, KOF’s P/E Ratio of 15.15 suggests the stock may be undervalued compared to its peers, potentially presenting an attractive entry point for investors.
SJM
--
Food Products Industry
- Max
- 35.81
- Q3
- 22.88
- Median
- 17.13
- Q1
- 13.91
- Min
- 2.77
P/E Ratio data for SJM is currently unavailable.
Price-to-Sales Ratio (TTM)
KOF
1.24
Beverages Industry
- Max
- 3.90
- Q3
- 2.38
- Median
- 1.54
- Q1
- 0.84
- Min
- 0.41
KOF’s P/S Ratio of 1.24 aligns with the market consensus for the Beverages industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
SJM
1.38
Food Products Industry
- Max
- 3.63
- Q3
- 1.86
- Median
- 1.14
- Q1
- 0.68
- Min
- 0.12
SJM’s P/S Ratio of 1.38 aligns with the market consensus for the Food Products industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.
Price-to-Book Ratio (MRQ)
KOF
2.79
Beverages Industry
- Max
- 6.29
- Q3
- 3.58
- Median
- 2.19
- Q1
- 1.68
- Min
- 0.91
KOF’s P/B Ratio of 2.79 is within the conventional range for the Beverages industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
SJM
2.03
Food Products Industry
- Max
- 5.01
- Q3
- 2.76
- Median
- 1.98
- Q1
- 1.26
- Min
- 0.52
SJM’s P/B Ratio of 2.03 is within the conventional range for the Food Products industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.
Valuation at a Glance
Symbol | KOF | SJM |
---|---|---|
Price-to-Earnings Ratio (TTM) | 15.15 | -- |
Price-to-Sales Ratio (TTM) | 1.24 | 1.38 |
Price-to-Book Ratio (MRQ) | 2.79 | 2.03 |
Price-to-Free Cash Flow Ratio (TTM) | 36.78 | 14.70 |