Embotelladora Andina S.A. (AKO.B) vs Keurig Dr Pepper, Inc (KDP)

Embotelladora Andina S.A. and Keurig Dr Pepper, Inc are both Beverages Non Alcoholic companies. Keurig Dr Pepper, Inc is the larger, with a market value of $42.0B against $2.4B — 17.6× the size. Embotelladora Andina S.A. trades at the lower P/E: 15.0× against 32.3×. Keurig Dr Pepper, Inc grew revenue faster over the last twelve months: 27.5% against 7.61%. Embotelladora Andina S.A. has the higher net margin (8.35% vs 6.69%) and the higher return on invested capital (30.0% vs 3.53%). Both pay a dividend; Embotelladora Andina S.A. yields more (6.73% vs 2.61%). Across the 23 metrics below, Embotelladora Andina S.A. leads on 17 and Keurig Dr Pepper, Inc on 6.

Valuation

Metric AKO.B KDP Beverages Non Alcoholic median
P/E 14.98 32.27 21.29
P/S 1.24 2.16 1.65
P/B 3.24 1.49 4.58
Price to free cash flow 15.97 21.90 20.78
EV/EBITDA 8.52 15.52 11.71
EV/Sales 1.14 3.58 2.05
Earnings yield 6.68% 3.10% 3.53%
Free cash flow yield 6.26% 4.57% 4.40%

Profitability

Metric AKO.B KDP Beverages Non Alcoholic median
Gross margin 39.51% 49.39% 41.13%
Operating margin 13.39% 16.23% 13.39%
Net margin 8.35% 6.69% 8.35%
Free cash flow margin 7.96% 9.88% 8.38%
Return on equity 23.98% 4.96% 23.98%
Return on assets 8.96% 1.89% 8.96%
Return on invested capital 29.99% 3.53% 14.10%

Growth

Metric AKO.B KDP Beverages Non Alcoholic median
Revenue growth (TTM) 7.61% 27.48% 10.11%
EPS growth (last fiscal year) 25.17% 45.71% —
Revenue growth, 5-year CAGR 10.75% 7.40% 10.75%
Net income growth, 5-year CAGR 13.26% 9.43% 10.26%

Health

Metric AKO.B KDP Beverages Non Alcoholic median
Debt to equity 0.00 1.03 0.00
Current ratio 1.61 0.48 1.30
Net debt to EBITDA (0.78) 2.77 0.08

Dividend

Metric AKO.B KDP Beverages Non Alcoholic median
Dividend yield 6.73% 2.61% 3.00%
Payout ratio 1.55 0.71 0.03

Size

Metric AKO.B KDP Beverages Non Alcoholic median
Market cap 2.39b 41.95b 3.40b

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