Coca-Cola Femsa SAB de CV ADR (KOF)vsThe J. M. Smucker Company (SJM)
KOF
Coca-Cola Femsa SAB de CV ADR
$115.47
+0.20%
CONSUMER DEFENSIVE · Cap: $24.81B
SJM
The J. M. Smucker Company
$125.46
-1.53%
CONSUMER DEFENSIVE · Cap: $13.61B
Smart Verdict
WallStSmart Research — data-driven comparison
Coca-Cola Femsa SAB de CV ADR generates 3135% more annual revenue ($296.20B vs $9.16B). KOF leads profitability with a 8.1% profit margin vs 2.5%. SJM appears more attractively valued with a PEG of 1.68. KOF earns a higher WallStSmart Score of 56/100 (C).
KOF
Buy56
out of 100
Grade: C
SJM
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.6%
Fair Value
$279.04
Current Price
$115.47
$163.57 discount
Margin of Safety
+13.8%
Fair Value
$128.91
Current Price
$125.46
$3.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Generating 8.9B in free cash flow
Reasonable price relative to book value
Areas to Watch
4.7% revenue growth
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
Expensive relative to growth rate
ROE of 4.0% — below average capital efficiency
2.5% margin — thin
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : KOF
The strongest argument for KOF centers on 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, Piotroski F-Score, PEG Ratio. A P/E of 149.5x leaves little room for execution misses.
Bear Case : SJM
The primary concerns for SJM are PEG Ratio, Return on Equity, Profit Margin. A P/E of 59.5x leaves little room for execution misses. Thin 2.5% margins leave little buffer for downturns.
Key Dynamics to Monitor
KOF carries more volatility with a beta of 0.52 — expect wider price swings.
SJM is growing revenue faster at 5.0% — 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 (56/100 vs 51/100). 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.
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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