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 203568% more annual revenue ($292.51B vs $143.62M). KOF leads profitability with a 7.9% profit margin vs -15.5%. LMNR appears more attractively valued with a PEG of 5.22. KOF earns a higher WallStSmart Score of 50/100 (C-).

KOF

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 6.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.49

LMNR

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 2.0Value: 5.7Quality: 5.0
Piotroski: 2/9Altman Z: 1.23
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+50.9%)

Margin of Safety

+50.9%

Fair Value

$229.42

Current Price

$106.47

$122.95 discount

UndervaluedFair: $229.42Overvalued
LMNRUndervalued (+76.2%)

Margin of Safety

+76.2%

Fair Value

$59.25

Current Price

$11.83

$47.42 discount

UndervaluedFair: $59.25Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KOF3 strengths · Avg: 8.7/10
Return on EquityProfitability
208.3%10/10

Every $100 of equity generates 208 in profit

Price/BookValuation
2.8x8/10

Reasonable price relative to book value

Free Cash FlowQuality
$7.63B8/10

Generating 7.6B in free cash flow

LMNR2 strengths · Avg: 10.0/10
Price/BookValuation
1.4x10/10

Reasonable price relative to book value

EPS GrowthGrowth
96.0%10/10

Earnings expanding 96.0% YoY

Areas to Watch

KOF4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
22.882/10

Expensive relative to growth rate

LMNR4 concerns · Avg: 2.5/10
Market CapQuality
$215.11M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
5.222/10

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 Return on Equity, Price/Book, Free Cash Flow.

Bull Case : LMNR

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

Bear Case : KOF

The primary concerns for KOF are Revenue Growth, Profit Margin, Piotroski F-Score.

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 1.1% — sustainability is the question.

KOF generates stronger free cash flow (7.6B), providing more financial flexibility.

Bottom Line

KOF scores higher overall (50/100 vs 40/100). LMNR offers better value entry with a 76.2% 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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