WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsConstellation Brands Inc Class A (STZ)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 3170% more annual revenue ($296.20B vs $9.06B). STZ leads profitability with a 20.1% profit margin vs 8.1%. STZ appears more attractively valued with a PEG of 1.63. STZ earns a higher WallStSmart Score of 74/100 (B).

KOF

Buy

54

out of 100

Grade: C-

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

STZ

Strong Buy

74

out of 100

Grade: B

Growth: 4.7Profit: 8.5Value: 6.3Quality: 5.0
Piotroski: 5/9Altman Z: 2.08
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

Intrinsic value data unavailable for STZ.

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

STZ6 strengths · Avg: 9.0/10
P/E RatioValuation
11.5x10/10

Attractively priced relative to earnings

Operating MarginProfitability
35.9%10/10

Strong operational efficiency at 35.9%

Return on EquityProfitability
22.1%9/10

Every $100 of equity generates 22 in profit

Profit MarginProfitability
20.1%9/10

Keeps 20 of every $100 in revenue as profit

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

EPS GrowthGrowth
30.7%8/10

Earnings expanding 30.7% YoY

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

STZ3 concerns · Avg: 3.0/10
PEG RatioValuation
1.634/10

Expensive relative to growth rate

Debt/EquityHealth
1.283/10

Elevated debt levels

Revenue GrowthGrowth
-3.3%2/10

Revenue declined 3.3%

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : STZ

The strongest argument for STZ centers on P/E Ratio, Operating Margin, Return on Equity. Profitability is solid with margins at 20.1% and operating margin at 35.9%.

Bear Case : KOF

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

Bear Case : STZ

The primary concerns for STZ are PEG Ratio, Debt/Equity, Revenue Growth.

Key Dynamics to Monitor

KOF profiles as a value stock while STZ is a declining 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

STZ scores higher overall (74/100 vs 54/100), backed by strong 20.1% margins. KOF offers better value entry with a 56.5% margin of safety. Both earn "Strong 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.

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Constellation Brands Inc Class A

CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA

Constellation Brands, Inc., headquartered in Victor, New York, is an American producer and marketer of beer, wine, and spirits.

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