WallStSmart

The Coca-Cola Company (KO)vsPerformance Food Group Co (PFGC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Performance Food Group Co generates 29% more annual revenue ($63.35B vs $49.28B). KO leads profitability with a 27.8% profit margin vs 0.5%. PFGC appears more attractively valued with a PEG of 0.66. KO earns a higher WallStSmart Score of 65/100 (B-).

KO

Strong Buy

65

out of 100

Grade: B-

Growth: 6.0Profit: 9.5Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.49

PFGC

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 4.0Value: 4.7Quality: 6.0
Piotroski: 2/9Altman Z: 4.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOSignificantly Overvalued (-29.0%)

Margin of Safety

-29.0%

Fair Value

$61.61

Current Price

$79.48

$17.87 premium

UndervaluedFair: $61.61Overvalued
PFGCSignificantly Overvalued (-33.1%)

Margin of Safety

-33.1%

Fair Value

$67.80

Current Price

$97.12

$29.32 premium

UndervaluedFair: $67.80Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KO5 strengths · Avg: 9.4/10
Market CapQuality
$338.86B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
40.7%10/10

Every $100 of equity generates 41 in profit

Operating MarginProfitability
35.1%10/10

Strong operational efficiency at 35.1%

Profit MarginProfitability
27.8%9/10

Keeps 28 of every $100 in revenue as profit

Free Cash FlowQuality
$1.75B8/10

Generating 1.8B in free cash flow

PFGC2 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
4.2010/10

Safe zone — low bankruptcy risk

PEG RatioValuation
0.668/10

Growing faster than its price suggests

Areas to Watch

KO3 concerns · Avg: 3.0/10
Price/BookValuation
10.2x4/10

Trading at 10.2x book value

Debt/EquityHealth
1.303/10

Elevated debt levels

PEG RatioValuation
4.022/10

Expensive relative to growth rate

PFGC4 concerns · Avg: 3.0/10
Return on EquityProfitability
7.0%3/10

ROE of 7.0% — below average capital efficiency

Profit MarginProfitability
0.5%3/10

0.5% margin — thin

Operating MarginProfitability
0.9%3/10

Operating margin of 0.9%

Debt/EquityHealth
1.673/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : KO

The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.8% and operating margin at 35.1%. Revenue growth of 12.1% demonstrates continued momentum.

Bull Case : PFGC

The strongest argument for PFGC centers on Altman Z-Score, PEG Ratio. PEG of 0.66 suggests the stock is reasonably priced for its growth.

Bear Case : KO

The primary concerns for KO are Price/Book, Debt/Equity, PEG Ratio.

Bear Case : PFGC

The primary concerns for PFGC are Return on Equity, Profit Margin, Operating Margin. A P/E of 49.6x leaves little room for execution misses. Debt-to-equity of 1.67 is elevated, increasing financial risk.

Key Dynamics to Monitor

KO profiles as a mature stock while PFGC is a value play — different risk/reward profiles.

PFGC carries more volatility with a beta of 0.93 — expect wider price swings.

KO is growing revenue faster at 12.1% — sustainability is the question.

KO generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

KO scores higher overall (65/100 vs 52/100), backed by strong 27.8% margins and 12.1% revenue growth. Both earn "Strong 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.

The Coca-Cola Company

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

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Performance Food Group Co

CONSUMER DEFENSIVE · FOOD DISTRIBUTION · USA

Performance Food Group Company, markets and distributes food and food-related products in the United States. The company is headquartered in Richmond, Virginia.

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