WallStSmart

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

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Performance Food Group Co generates 26% more annual revenue ($63.35B vs $50.13B). KO leads profitability with a 28.6% profit margin vs 0.5%. PFGC appears more attractively valued with a PEG of 0.66. KO earns a higher WallStSmart Score of 63/100 (C+).

KO

Buy

63

out of 100

Grade: C+

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: 4.0Quality: 6.0
Piotroski: 2/9Altman Z: 4.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOSignificantly Overvalued (-38.2%)

Margin of Safety

-38.2%

Fair Value

$62.84

Current Price

$87.05

$24.21 premium

UndervaluedFair: $62.84Overvalued
PFGCSignificantly Overvalued (-32.7%)

Margin of Safety

-32.7%

Fair Value

$68.01

Current Price

$114.90

$46.89 premium

UndervaluedFair: $68.01Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KO5 strengths · Avg: 9.4/10
Market CapQuality
$373.59B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
40.7%10/10

Every $100 of equity generates 41 in profit

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Profit MarginProfitability
28.6%9/10

Keeps 29 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

KO4 concerns · Avg: 3.3/10
P/E RatioValuation
26.0x4/10

Moderate valuation

Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Debt/EquityHealth
1.303/10

Elevated debt levels

PEG RatioValuation
4.222/10

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 28.6% and operating margin at 34.9%.

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 P/E Ratio, Price/Book, Debt/Equity.

Bear Case : PFGC

The primary concerns for PFGC are Return on Equity, Profit Margin, Operating Margin. A P/E of 54.5x 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 0.91 — expect wider price swings.

KO is growing revenue faster at 6.7% — sustainability is the question.

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

Bottom Line

KO scores higher overall (63/100 vs 52/100), backed by strong 28.6% 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.

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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