WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsLimoneira Co (LMNR)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 223562% more annual revenue ($296.20B vs $132.43M). KOF leads profitability with a 8.1% profit margin vs -30.5%. LMNR appears more attractively valued with a PEG of 5.92. KOF earns a higher WallStSmart Score of 54/100 (C-).

KOF

Buy

54

out of 100

Grade: C-

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

LMNR

Hold

38

out of 100

Grade: F

Growth: 4.7Profit: 2.0Value: 5.7Quality: 6.0
Piotroski: 2/9Altman Z: 1.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+56.5%)

Margin of Safety

+56.5%

Fair Value

$258.77

Current Price

$110.71

$148.06 discount

UndervaluedFair: $258.77Overvalued
LMNRUndervalued (+73.4%)

Margin of Safety

+73.4%

Fair Value

$53.02

Current Price

$13.04

$39.98 discount

UndervaluedFair: $53.02Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

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

LMNR3 strengths · Avg: 9.3/10
EPS GrowthGrowth
96.0%10/10

Earnings expanding 96.0% YoY

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Price/BookValuation
1.8x8/10

Reasonable price relative to book value

Areas to Watch

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
17.132/10

Expensive relative to growth rate

LMNR4 concerns · Avg: 2.5/10
Market CapQuality
$271.98M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.922/10

Expensive relative to growth rate

Return on EquityProfitability
-18.7%2/10

ROE of -18.7% — below average capital efficiency

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : LMNR

The strongest argument for LMNR centers on EPS Growth, Debt/Equity, Price/Book.

Bear Case : KOF

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

Bear Case : LMNR

The primary concerns for LMNR are Market Cap, Piotroski F-Score, PEG Ratio.

Key Dynamics to Monitor

KOF profiles as a value stock while LMNR is a turnaround play — different risk/reward profiles.

KOF carries more volatility with a beta of 0.53 — expect wider price swings.

KOF is growing revenue faster at 4.7% — sustainability is the question.

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

Bottom Line

KOF scores higher overall (54/100 vs 38/100). LMNR offers better value entry with a 73.4% margin of safety. 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.

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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Limoneira Co

CONSUMER DEFENSIVE · FARM PRODUCTS · USA

Limoneira Company is an agribusiness and real estate development company in the United States and internationally. The company is headquartered in Santa Paula, California.

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