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Upturn AI Summary - About
Embotelladora Andina S.A(AKO-B)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Advisory Performance History (Simulated)
Upturn Advisory & Investor View for AKO-B
11/05/2026: AKO-B (1-star) is currently NOT-A-BUY. Pass it for now.
Embotelladora Andina S.A. is a prominent South American beverage company that serves as a key bottler for The Coca-Cola Company in Chile, Brazil, Argentina, and Paraguay. The firm benefits from an established distribution network and strong brand loyalty, which have historically supported stable margins and steady dividend payments. Its growth strategy is currently focused on diversifying into the alcoholic beverage and functional drink segments to reach more consumers. However, investors should monitor significant risks related to regional macroeconomic volatility, foreign currency fluctuations, and intense local competition. The stock is a potential fit for income-oriented value investors seeking exposure to the South American consumer market.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company offers moderate growth potential through portfolio diversification rather than aggressive expansion. |
| Momentum investor | Weak fit | The stock tends to trade based on long-term regional fundamentals rather than short-term price momentum. |
| Value investor | Strong fit | The company is often traded at reasonable earnings multiples with consistent cash generation. |
| Dividend investor | Strong fit | Andina provides a reliable and sustainable dividend yield for income-focused portfolios. |
| Low-risk investor | Mixed fit | While the business is defensive, currency and geopolitical risks in South America increase volatility. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium / high | The ADR is sensitive to both local currency shifts and broader South American market sentiment. |
| Valuation risk | Low | The stock typically trades at valuation multiples that reflect its steady, utility-like business profile. |
| Competition risk (Beverage industry competition) | Medium | Aggressive pricing from competitors like CCU and Ambev remains a constant pressure on margins. |
| Business quality | Strong | The franchise agreement with The Coca-Cola Company creates a resilient and durable business model. |
| Dividend income | Medium | While consistent, dividend growth can be impacted by volatile earnings due to exchange rate effects. |
| Execution risk | Medium | Operational success depends on managing complex logistics and labor in diverse, often challenging regional markets. |
Price Behavior

Rolling Over
The price momentum is slowing down and beginning to turn downward.

Moderately Choppy
The stock has experienced noticeable price swings while retaining some directional structure.
Analysis of Past Performance
Type Stock | Historic Profit 2.64% | Avg. Invested days 46 | Today’s Advisory PASS |
Upturn Advisory Rating ![]() | Upturn Advisory Performance | Stock Returns Performance |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals 
Financial Health Rating 
Growth Momentum Score 
Ownership 
Unit Economics (Per $1K Revenue) 
Economic Dimensions
Quantitative Style Profile 
Style Classification
Quality Focused
Key Highlights
Company Size Mid-Cap Stock | Market Capitalization 4.53B USD | Price to earnings Ratio 14.58 | 1Y Target Price 33.41 |
Price to earnings Ratio 14.58 | 1Y Target Price 33.41 | ||
Volume (30-day avg) 5.8K shares | Beta 0.43 | 52 Weeks Range 22.98 - 32.27 | Updated Date 11/05/2026 |
52 Weeks Range 22.98 - 32.27 | Updated Date 11/05/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) 1.97 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Sparkling Beverages | Coca-Cola, Sprite, Fanta, and other carbonated soft drinks. | The core of the business, driving the majority of volume and brand loyalty. |
| Still Beverages | Water, juices, energy drinks, and sports drinks. | A growing area for health-conscious consumers and portfolio diversification. |
| Alcoholic Beverages | Beers, spirits, and ready-to-drink cocktails. | A higher-margin growth segment aimed at capturing more of the total beverage wallet. |
| Geographic Operations | Chile, Brazil, Argentina, and Paraguay. | Performance is highly tied to the economic health of these four South American nations. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Earnings Date
Report Date 2026-11-03 | When - | Estimate 363.018 | Actual 390 |
Profitability
Profit Margin 8.2% | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) 8.3% | Return on Equity (TTM) 23.16% |
Valuation
Trailing PE 14.58 | Forward PE 9.82 | Enterprise Value 5.07B | Price to Sales(TTM) 1.23 |
Enterprise Value 5.07B | Price to Sales(TTM) 1.23 | ||
Enterprise Value to Revenue 1.35 | Enterprise Value to EBITDA 9.99 | Shares Outstanding 78.88M | Shares Floating 78.24M |
Shares Outstanding 78.88M | Shares Floating 78.24M | ||
Percent Insiders - | Percent Institutions 2.55 |
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.

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