WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsKenvue Inc. (KVUE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 1829% more annual revenue ($291.75B vs $15.12B). KVUE leads profitability with a 9.7% profit margin vs 8.2%. KVUE appears more attractively valued with a PEG of 1.48. KVUE earns a higher WallStSmart Score of 58/100 (C).

KOF

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 5.5
Piotroski: 2/9Altman Z: 2.49

KVUE

Buy

58

out of 100

Grade: C

Growth: 4.7Profit: 6.5Value: 4.7Quality: 4.5
Piotroski: 3/9Altman Z: 1.22
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+86.5%)

Margin of Safety

+86.5%

Fair Value

$837.40

Current Price

$101.58

$735.82 discount

UndervaluedFair: $837.40Overvalued
KVUESignificantly Overvalued (-15.9%)

Margin of Safety

-15.9%

Fair Value

$16.00

Current Price

$17.53

$1.53 premium

UndervaluedFair: $16.00Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KOF1 strengths · Avg: 8.0/10
Price/BookValuation
2.5x8/10

Reasonable price relative to book value

KVUE0 strengths · Avg: 0/10

No standout strengths identified

Areas to Watch

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
20.942/10

Expensive relative to growth rate

KVUE3 concerns · Avg: 3.0/10
Revenue GrowthGrowth
3.2%4/10

3.2% revenue growth

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

The strongest argument for KOF centers on Price/Book.

Bull Case : KVUE

PEG of 1.48 suggests the stock is reasonably priced for its growth.

Bear Case : KOF

The primary concerns for KOF are Revenue Growth, EPS Growth, Piotroski F-Score. A P/E of 124.3x leaves little room for execution misses.

Bear Case : KVUE

The primary concerns for KVUE are Revenue Growth, Piotroski F-Score, Altman Z-Score.

Key Dynamics to Monitor

KVUE carries more volatility with a beta of 0.57 — expect wider price swings.

KVUE is growing revenue faster at 3.2% — sustainability is the question.

KVUE generates stronger free cash flow (744M), providing more financial flexibility.

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

Bottom Line

KVUE scores higher overall (58/100 vs 52/100). KOF offers better value entry with a 86.5% 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 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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Kenvue Inc.

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kenvue Inc. is a consumer health company globally.

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