WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsPrimo Brands Corporation (PRMB)

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Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 4293% more annual revenue ($296.20B vs $6.74B). KOF leads profitability with a 8.1% profit margin vs 1.5%. 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

PRMB

Hold

49

out of 100

Grade: D+

Growth: 8.0Profit: 5.0Value: 3.0Quality: 4.0
Piotroski: 4/9Altman Z: 0.74
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
PRMBSignificantly Overvalued (-62.5%)

Margin of Safety

-62.5%

Fair Value

$12.77

Current Price

$20.75

$7.98 premium

UndervaluedFair: $12.77Overvalued

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

PRMB2 strengths · Avg: 9.0/10
EPS GrowthGrowth
162.8%10/10

Earnings expanding 162.8% YoY

Price/BookValuation
2.5x8/10

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

PRMB4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
3.8%4/10

3.8% revenue growth

Return on EquityProfitability
2.0%3/10

ROE of 2.0% — below average capital efficiency

Profit MarginProfitability
1.5%3/10

1.5% margin — thin

Debt/EquityHealth
1.913/10

Elevated debt levels

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : PRMB

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

Bear Case : KOF

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

Bear Case : PRMB

The primary concerns for PRMB are Revenue Growth, Return on Equity, Profit Margin. A P/E of 69.2x leaves little room for execution misses. Debt-to-equity of 1.91 is elevated, increasing financial risk.

Key Dynamics to Monitor

PRMB carries more volatility with a beta of 0.71 — 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.

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

Bottom Line

KOF scores higher overall (54/100 vs 49/100). 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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Primo Brands Corporation

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

Primo Brands Corporation (Ticker: PRMB) is a prominent player in the beverage sector, specializing in premium functional drinks tailored for health-conscious consumers. With a diverse product portfolio that includes traditional and ready-to-drink options, the company effectively meets the growing demand for wellness-oriented beverages. Its strong commitment to sustainability and rigorous sourcing practices enhance brand loyalty and differentiate the company in a competitive market. As Primo Brands pursues innovation and expands its offerings, it is strategically positioned to generate sustainable, long-term value for its shareholders.

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