Coca-Cola Femsa SAB de CV ADR (KOF)vsBrasilagro Adr (LND)
KOF
Coca-Cola Femsa SAB de CV ADR
$104.21
+0.69%
CONSUMER DEFENSIVE · Cap: $22.23B
LND
Brasilagro Adr
$3.67
+1.94%
CONSUMER DEFENSIVE · Cap: $357.62M
Smart Verdict
WallStSmart Research — data-driven comparison
Coca-Cola Femsa SAB de CV ADR generates 31060% more annual revenue ($292.51B vs $938.74M). KOF leads profitability with a 7.9% profit margin vs -1.6%. KOF earns a higher WallStSmart Score of 50/100 (C-).
KOF
Buy50
out of 100
Grade: C-
LND
Avoid30
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+50.6%
Fair Value
$227.94
Current Price
$104.21
$123.73 discount
Margin of Safety
+62.5%
Fair Value
$10.48
Current Price
$3.67
$6.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Smaller company, higher risk/reward
Weak financial health signals
ROE of -0.1% — below average capital efficiency
Revenue declined 15.5%
Comparative Analysis Report
WallStSmart ResearchBull Case : KOF
The strongest argument for KOF centers on Price/Book, Free Cash Flow.
Bull Case : LND
The strongest argument for LND centers on Price/Book.
Bear Case : KOF
The primary concerns for KOF are Revenue Growth, Profit Margin, Piotroski F-Score.
Bear Case : LND
The primary concerns for LND are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
KOF profiles as a value stock while LND is a turnaround 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 1.1% — 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 30/100). LND offers better value entry with a 62.5% margin of safety. Both earn "Buy" and "Avoid" 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 →Brasilagro Adr
CONSUMER DEFENSIVE · FARM PRODUCTS · USA
BrasilAgro - Companhia Brasileira de Propriedades Agrcolas is dedicated to the acquisition, development, exploration and sale of rural properties suitable for agricultural activities in Brazil. The company is headquartered in Sao Paulo, Brazil.
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