WallStSmart

Ambev SA ADR (ABEV)vsConocoPhillips (COP)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Ambev SA ADR generates 49% more annual revenue ($88.21B vs $59.38B). ABEV leads profitability with a 17.7% profit margin vs 12.3%. COP appears more attractively valued with a PEG of 1.14. ABEV earns a higher WallStSmart Score of 57/100 (C).

ABEV

Buy

57

out of 100

Grade: C

Growth: 3.3Profit: 8.5Value: 7.3Quality: 5.8
Piotroski: 5/9Altman Z: 2.39

COP

Buy

56

out of 100

Grade: C

Growth: 2.0Profit: 6.5Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ABEVUndervalued (+74.4%)

Margin of Safety

+74.4%

Fair Value

$11.91

Current Price

$3.29

$8.62 discount

UndervaluedFair: $11.91Overvalued
COPSignificantly Overvalued (-50.4%)

Margin of Safety

-50.4%

Fair Value

$73.94

Current Price

$113.87

$39.93 premium

UndervaluedFair: $73.94Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ABEV5 strengths · Avg: 8.6/10
Free Cash FlowQuality
$11.62B10/10

Generating 11.6B in free cash flow

Market CapQuality
$53.50B9/10

Large-cap with strong market position

P/E RatioValuation
17.1x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Operating MarginProfitability
26.5%8/10

Strong operational efficiency at 26.5%

COP4 strengths · Avg: 8.3/10
Market CapQuality
$139.96B9/10

Large-cap with strong market position

Price/BookValuation
2.1x8/10

Reasonable price relative to book value

Operating MarginProfitability
22.1%8/10

Strong operational efficiency at 22.1%

Free Cash FlowQuality
$1.35B8/10

Generating 1.3B in free cash flow

Areas to Watch

ABEV3 concerns · Avg: 3.3/10
PEG RatioValuation
2.314/10

Expensive relative to growth rate

EPS GrowthGrowth
2.2%4/10

2.2% earnings growth

Revenue GrowthGrowth
-0.1%2/10

Revenue declined 0.1%

COP2 concerns · Avg: 2.0/10
Revenue GrowthGrowth
-5.3%2/10

Revenue declined 5.3%

EPS GrowthGrowth
-20.2%2/10

Earnings declined 20.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : ABEV

The strongest argument for ABEV centers on Free Cash Flow, Market Cap, P/E Ratio. Profitability is solid with margins at 17.7% and operating margin at 26.5%.

Bull Case : COP

The strongest argument for COP centers on Market Cap, Price/Book, Operating Margin. PEG of 1.14 suggests the stock is reasonably priced for its growth.

Bear Case : ABEV

The primary concerns for ABEV are PEG Ratio, EPS Growth, Revenue Growth.

Bear Case : COP

The primary concerns for COP are Revenue Growth, EPS Growth.

Key Dynamics to Monitor

ABEV carries more volatility with a beta of 0.23 — expect wider price swings.

ABEV is growing revenue faster at -0.1% — sustainability is the question.

ABEV generates stronger free cash flow (11.6B), providing more financial flexibility.

Monitor BEVERAGES - BREWERS industry trends, competitive dynamics, and regulatory changes.

Bottom Line

ABEV scores higher overall (57/100 vs 56/100), backed by strong 17.7% margins. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.

This analysis is generated from publicly available financial data. Not financial advice.

Ambev SA ADR

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Ambev SA produces, distributes and sells beer, draft beer, carbonated soft drinks (CSD), other non-alcoholic beverages, malt and food products in the Americas. The company is headquartered in So Paulo, Brazil.

ConocoPhillips

ENERGY · OIL & GAS E&P · USA

ConocoPhillips is an American multinational corporation engaged in hydrocarbon exploration. It is based in the Energy Corridor district of Houston, Texas.

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