WallStSmart

Coca-Cola Consolidated Inc. (COKE)vsCoca-Cola Femsa SAB de CV ADR (KOF)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 3751% more annual revenue ($296.20B vs $7.69B). KOF leads profitability with a 8.1% profit margin vs 7.2%. COKE appears more attractively valued with a PEG of 3.04. COKE earns a higher WallStSmart Score of 59/100 (C).

COKE

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 6.0Quality: 6.5
Piotroski: 4/9Altman Z: 1.97

KOF

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.47
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

COKEUndervalued (+55.1%)

Margin of Safety

+55.1%

Fair Value

$354.70

Current Price

$198.97

$155.73 discount

UndervaluedFair: $354.70Overvalued
KOFUndervalued (+56.5%)

Margin of Safety

+56.5%

Fair Value

$258.77

Current Price

$112.69

$146.08 discount

UndervaluedFair: $258.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

COKE3 strengths · Avg: 10.0/10
Return on EquityProfitability
135.2%10/10

Every $100 of equity generates 135 in profit

EPS GrowthGrowth
265.8%10/10

Earnings expanding 265.8% YoY

Debt/EquityHealth
-5.2410/10

Conservative balance sheet, low leverage

KOF2 strengths · Avg: 8.0/10
Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$8.86B8/10

Generating 8.9B in free cash flow

Areas to Watch

COKE3 concerns · Avg: 3.0/10
Altman Z-ScoreHealth
1.974/10

Grey zone — moderate risk

Profit MarginProfitability
7.2%3/10

7.2% margin — thin

PEG RatioValuation
3.042/10

Expensive relative to growth rate

KOF3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
4.7%4/10

4.7% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
17.752/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

Bull Case : COKE

The strongest argument for COKE centers on Return on Equity, EPS Growth, Debt/Equity.

Bull Case : KOF

The strongest argument for KOF centers on Price/Book, Free Cash Flow.

Bear Case : COKE

The primary concerns for COKE are Altman Z-Score, Profit Margin, PEG Ratio.

Bear Case : KOF

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

Key Dynamics to Monitor

COKE carries more volatility with a beta of 0.55 — expect wider price swings.

COKE is growing revenue faster at 8.3% — sustainability is the question.

KOF generates stronger free cash flow (8.9B), providing more financial flexibility.

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

Bottom Line

COKE scores higher overall (59/100 vs 54/100). KOF offers better value entry with a 56.5% margin of safety. 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.

Coca-Cola Consolidated Inc.

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Coca-Cola Consolidated, Inc. produces, markets and distributes non-alcoholic beverages primarily products of The Coca-Cola Company in the United States. The company is headquartered in Charlotte, North Carolina.

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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