WallStSmart

The Coca-Cola Company (KO)vsPriceSmart Inc (PSMT)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

The Coca-Cola Company generates 781% more annual revenue ($50.13B vs $5.69B). KO leads profitability with a 28.6% profit margin vs 2.8%. PSMT appears more attractively valued with a PEG of 1.83. KO earns a higher WallStSmart Score of 63/100 (C+).

KO

Buy

63

out of 100

Grade: C+

Growth: 6.0Profit: 9.5Value: 3.3Quality: 6.0
Piotroski: 6/9Altman Z: 2.49

PSMT

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 5.0Value: 3.3Quality: 7.0
Piotroski: 3/9Altman Z: 4.12
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOSignificantly Overvalued (-38.2%)

Margin of Safety

-38.2%

Fair Value

$62.84

Current Price

$87.05

$24.21 premium

UndervaluedFair: $62.84Overvalued
PSMTSignificantly Overvalued (-40.0%)

Margin of Safety

-40.0%

Fair Value

$138.47

Current Price

$177.05

$38.58 premium

UndervaluedFair: $138.47Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KO5 strengths · Avg: 9.4/10
Market CapQuality
$373.59B10/10

Mega-cap, among the largest globally

Return on EquityProfitability
40.7%10/10

Every $100 of equity generates 41 in profit

Operating MarginProfitability
34.9%10/10

Strong operational efficiency at 34.9%

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Free Cash FlowQuality
$1.75B8/10

Generating 1.8B in free cash flow

PSMT2 strengths · Avg: 9.5/10
Altman Z-ScoreHealth
4.1210/10

Safe zone — low bankruptcy risk

Debt/EquityHealth
0.239/10

Conservative balance sheet, low leverage

Areas to Watch

KO4 concerns · Avg: 3.3/10
P/E RatioValuation
26.0x4/10

Moderate valuation

Price/BookValuation
10.4x4/10

Trading at 10.4x book value

Debt/EquityHealth
1.303/10

Elevated debt levels

PEG RatioValuation
4.222/10

Expensive relative to growth rate

PSMT4 concerns · Avg: 3.5/10
PEG RatioValuation
1.834/10

Expensive relative to growth rate

P/E RatioValuation
37.3x4/10

Premium valuation, high expectations priced in

Profit MarginProfitability
2.8%3/10

2.8% margin — thin

Operating MarginProfitability
4.5%3/10

Operating margin of 4.5%

Comparative Analysis Report

WallStSmart Research

Bull Case : KO

The strongest argument for KO centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 28.6% and operating margin at 34.9%.

Bull Case : PSMT

The strongest argument for PSMT centers on Altman Z-Score, Debt/Equity. Revenue growth of 12.5% demonstrates continued momentum.

Bear Case : KO

The primary concerns for KO are P/E Ratio, Price/Book, Debt/Equity.

Bear Case : PSMT

The primary concerns for PSMT are PEG Ratio, P/E Ratio, Profit Margin. Thin 2.8% margins leave little buffer for downturns.

Key Dynamics to Monitor

KO profiles as a mature stock while PSMT is a value play — different risk/reward profiles.

PSMT carries more volatility with a beta of 0.77 — expect wider price swings.

PSMT is growing revenue faster at 12.5% — sustainability is the question.

KO generates stronger free cash flow (1.8B), providing more financial flexibility.

Bottom Line

KO scores higher overall (63/100 vs 54/100), backed by strong 28.6% margins. 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.

The Coca-Cola Company

CONSUMER DEFENSIVE · BEVERAGES - NON-ALCOHOLIC · USA

The Coca-Cola Company is an American multinational beverage corporation incorporated under Delaware's General Corporation Law and headquartered in Atlanta, Georgia. The Coca-Cola Company has interests in the manufacturing, retailing, and marketing of nonalcoholic beverage concentrates and syrups.

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PriceSmart Inc

CONSUMER DEFENSIVE · DISCOUNT STORES · USA

PriceSmart, Inc. owns and operates American-style membership shopping warehouse clubs in Central America, the Caribbean and Colombia. The company is headquartered in San Diego, California.

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