WallStSmart

Vita Coco Company Inc (COCO)vsCoca-Cola Femsa SAB de CV ADR (KOF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 47744% more annual revenue ($291.75B vs $609.78M). COCO leads profitability with a 11.7% profit margin vs 8.2%. KOF trades at a lower P/E of 14.9x. KOF earns a higher WallStSmart Score of 52/100 (C-).

COCO

Hold

49

out of 100

Grade: D+

Growth: 9.3Profit: 7.0Value: 6.3Quality: 5.0

KOF

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.49
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COCOOvervalued (-5.9%)

Margin of Safety

-5.9%

Fair Value

$55.69

Current Price

$53.87

$1.82 premium

UndervaluedFair: $55.69Overvalued
KOFSignificantly Overvalued (-52.9%)

Margin of Safety

-52.9%

Fair Value

$73.66

Current Price

$97.42

$23.76 premium

UndervaluedFair: $73.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COCO3 strengths · Avg: 9.7/10
Revenue GrowthGrowth
40.0%10/10

Revenue surging 40.0% year-over-year

EPS GrowthGrowth
75.6%10/10

Earnings expanding 75.6% YoY

Return on EquityProfitability
24.2%9/10

Every $100 of equity generates 24 in profit

KOF2 strengths · Avg: 8.0/10
P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

Areas to Watch

COCO3 concerns · Avg: 2.7/10
Price/BookValuation
9.3x4/10

Trading at 9.3x book value

P/E RatioValuation
46.0x2/10

Premium valuation, high expectations priced in

Free Cash FlowQuality
$-7.12M2/10

Negative free cash flow — burning cash

KOF4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

EPS GrowthGrowth
3.0%4/10

3.0% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
20.112/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : COCO

The strongest argument for COCO centers on Revenue Growth, EPS Growth, Return on Equity. Revenue growth of 40.0% demonstrates continued momentum.

Bull Case : KOF

The strongest argument for KOF centers on P/E Ratio, Price/Book.

Bear Case : COCO

The primary concerns for COCO are Price/Book, P/E Ratio, Free Cash Flow. A P/E of 46.0x leaves little room for execution misses.

Bear Case : KOF

The primary concerns for KOF are Revenue Growth, EPS Growth, Piotroski F-Score.

Key Dynamics to Monitor

COCO profiles as a growth stock while KOF is a value play — different risk/reward profiles.

KOF carries more volatility with a beta of 0.48 — expect wider price swings.

COCO is growing revenue faster at 40.0% — sustainability is the question.

COCO generates stronger free cash flow (-7M), providing more financial flexibility.

Bottom Line

KOF scores higher overall (52/100 vs 49/100). Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.

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

Vita Coco Company Inc

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Vita Coco Company, Inc. develops, markets, and distributes coconut water products under the Vita Coco brand in the United States, Canada, Europe, the Middle East, and Asia Pacific. The company is headquartered in New York, New York.

Coca-Cola Femsa SAB de CV ADR

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola FEMSA, SAB de CV, a franchise bottler, produces, markets, sells and distributes Coca-Cola brand beverages. The company is headquartered in Mexico City, Mexico.

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