WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsKenvue Inc. (KVUE)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 1813% more annual revenue ($292.51B vs $15.29B). KVUE leads profitability with a 10.6% profit margin vs 7.9%. KVUE appears more attractively valued with a PEG of 1.60. KVUE earns a higher WallStSmart Score of 66/100 (B-).

KOF

Hold

48

out of 100

Grade: D+

Growth: 4.0Profit: 5.5Value: 5.7Quality: 5.5
Piotroski: 3/9Altman Z: 2.49

KVUE

Strong Buy

66

out of 100

Grade: B-

Growth: 6.0Profit: 7.0Value: 4.0Quality: 4.5
Piotroski: 4/9Altman Z: 1.22
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+50.4%)

Margin of Safety

+50.4%

Fair Value

$227.20

Current Price

$107.04

$120.16 discount

UndervaluedFair: $227.20Overvalued
KVUESignificantly Overvalued (-87.5%)

Margin of Safety

-87.5%

Fair Value

$9.89

Current Price

$19.79

$9.90 premium

UndervaluedFair: $9.89Overvalued

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
$7.63B8/10

Generating 7.6B in free cash flow

KVUE2 strengths · Avg: 8.0/10
Operating MarginProfitability
21.6%8/10

Strong operational efficiency at 21.6%

EPS GrowthGrowth
46.9%8/10

Earnings expanding 46.9% YoY

Areas to Watch

KOF4 concerns · Avg: 3.0/10
Revenue GrowthGrowth
1.1%4/10

1.1% revenue growth

Profit MarginProfitability
7.9%3/10

7.9% margin — thin

Piotroski F-ScoreQuality
3/93/10

Weak financial health signals

PEG RatioValuation
22.252/10

Expensive relative to growth rate

KVUE3 concerns · Avg: 3.3/10
PEG RatioValuation
1.604/10

Expensive relative to growth rate

Revenue GrowthGrowth
4.5%4/10

4.5% revenue growth

Altman Z-ScoreHealth
1.222/10

Distress zone — elevated risk

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : KVUE

The strongest argument for KVUE centers on Operating Margin, EPS Growth.

Bear Case : KOF

The primary concerns for KOF are Revenue Growth, Profit Margin, Piotroski F-Score.

Bear Case : KVUE

The primary concerns for KVUE are PEG Ratio, Revenue Growth, Altman Z-Score.

Key Dynamics to Monitor

KOF carries more volatility with a beta of 0.53 — expect wider price swings.

KVUE is growing revenue faster at 4.5% — sustainability is the question.

KOF generates stronger free cash flow (7.6B), providing more financial flexibility.

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

Bottom Line

KVUE scores higher overall (66/100 vs 48/100). KOF offers better value entry with a 50.4% margin of safety. Both earn "Strong 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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Kenvue Inc.

CONSUMER DEFENSIVE · HOUSEHOLD & PERSONAL PRODUCTS · USA

Kenvue Inc. is a consumer health company globally.

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