Coca-Cola Femsa SAB de CV ADR (KOF)vsThe J. M. Smucker Company (SJM)
KOF
Coca-Cola Femsa SAB de CV ADR
$106.47
-0.31%
CONSUMER DEFENSIVE · Cap: $22.37B
SJM
The J. M. Smucker Company
$103.54
+2.39%
CONSUMER DEFENSIVE · Cap: $12.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Coca-Cola Femsa SAB de CV ADR generates 3132% more annual revenue ($292.51B vs $9.05B). KOF leads profitability with a 7.9% profit margin vs -1.5%. SJM appears more attractively valued with a PEG of 1.68. KOF earns a higher WallStSmart Score of 50/100 (C-).
KOF
Buy50
out of 100
Grade: C-
SJM
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.9%
Fair Value
$229.42
Current Price
$106.47
$122.95 discount
Margin of Safety
+14.0%
Fair Value
$129.14
Current Price
$103.54
$25.60 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 208 in profit
Reasonable price relative to book value
Generating 7.6B in free cash flow
Reasonable price relative to book value
Areas to Watch
1.1% revenue growth
7.9% margin — thin
Weak financial health signals
Expensive relative to growth rate
Expensive relative to growth rate
Elevated debt levels
ROE of -24.0% — below average capital efficiency
Earnings declined 2.6%
Comparative Analysis Report
WallStSmart ResearchBull Case : KOF
The strongest argument for KOF centers on Return on Equity, Price/Book, Free Cash Flow.
Bull Case : SJM
The strongest argument for SJM centers on Price/Book.
Bear Case : KOF
The primary concerns for KOF are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Debt/Equity, Return on Equity.
Key Dynamics to Monitor
KOF profiles as a value stock while SJM is a turnaround play — different risk/reward profiles.
KOF carries more volatility with a beta of 0.53 — expect wider price swings.
SJM is growing revenue faster at 5.8% — 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 48/100). 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.
Visit Website →The J. M. Smucker Company
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
The J. M. Smucker Company, also known as Smucker and Smucker's, is an American manufacturer of jam, peanut butter, jelly, fruit syrups, beverages, shortening, ice cream toppings, and other products in North America. Smucker's headquarters are located in Orrville, Ohio.
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