Coca-Cola Femsa SAB de CV ADR (KOF)vsLamb Weston Holdings Inc (LW)
KOF
Coca-Cola Femsa SAB de CV ADR
$111.99
+1.16%
CONSUMER DEFENSIVE · Cap: $23.64B
LW
Lamb Weston Holdings Inc
$47.85
+1.12%
CONSUMER DEFENSIVE · Cap: $6.79B
Smart Verdict
WallStSmart Research — data-driven comparison
Coca-Cola Femsa SAB de CV ADR generates 4379% more annual revenue ($296.20B vs $6.61B). KOF leads profitability with a 8.1% profit margin vs 4.4%. LW appears more attractively valued with a PEG of 0.82. KOF earns a higher WallStSmart Score of 54/100 (C-).
KOF
Buy54
out of 100
Grade: C-
LW
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+56.5%
Fair Value
$258.77
Current Price
$111.99
$146.78 discount
Margin of Safety
+27.6%
Fair Value
$69.34
Current Price
$47.85
$21.49 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Generating 8.9B in free cash flow
Growing faster than its price suggests
Areas to Watch
4.7% revenue growth
Weak financial health signals
Expensive relative to growth rate
4.4% margin — thin
Earnings declined 6.2%
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull Case : KOF
The strongest argument for KOF centers on Price/Book, Free Cash Flow.
Bull Case : LW
The strongest argument for LW centers on PEG Ratio. PEG of 0.82 suggests the stock is reasonably priced for its growth.
Bear Case : KOF
The primary concerns for KOF are Revenue Growth, Piotroski F-Score, PEG Ratio.
Bear Case : LW
The primary concerns for LW are Profit Margin, EPS Growth, Debt/Equity. Debt-to-equity of 2.16 is elevated, increasing financial risk. Thin 4.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
KOF carries more volatility with a beta of 0.53 — expect wider price swings.
LW is growing revenue faster at 5.6% — 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 (54/100 vs 53/100). LW offers better value entry with a 27.6% margin of safety. 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 →Lamb Weston Holdings Inc
CONSUMER DEFENSIVE · PACKAGED FOODS · USA
Lamb Weston Holdings, Inc. is an American food processing company that is one of the world's largest producers and processors of frozen french fries and other frozen potato products. It is headquartered in Eagle, Idaho.
Visit Website →Compare with Other BEVERAGES - NON-ALCOHOLIC Stocks
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