WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsNatural Grocers by Vitamin Cottage Inc (NGVC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 21941% more annual revenue ($296.20B vs $1.34B). KOF leads profitability with a 8.1% profit margin vs 3.5%. NGVC appears more attractively valued with a PEG of 1.44. KOF earns a higher WallStSmart Score of 54/100 (C-).

KOF

Buy

54

out of 100

Grade: C-

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

NGVC

Buy

50

out of 100

Grade: C-

Growth: 4.0Profit: 5.5Value: 7.3Quality: 5.5
Piotroski: 5/9Altman Z: 2.90
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+57.6%)

Margin of Safety

+57.6%

Fair Value

$265.80

Current Price

$111.89

$153.91 discount

UndervaluedFair: $265.80Overvalued
NGVCUndervalued (+19.6%)

Margin of Safety

+19.6%

Fair Value

$30.75

Current Price

$30.08

$0.67 discount

UndervaluedFair: $30.75Overvalued

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

NGVC2 strengths · Avg: 8.0/10
P/E RatioValuation
14.3x8/10

Attractively priced relative to earnings

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

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
17.752/10

Expensive relative to growth rate

NGVC4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
1.8%4/10

1.8% revenue growth

Market CapQuality
$675.70M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
3.5%3/10

3.5% margin — thin

Operating MarginProfitability
3.9%3/10

Operating margin of 3.9%

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : NGVC

The strongest argument for NGVC centers on P/E Ratio, Price/Book. PEG of 1.44 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 : NGVC

The primary concerns for NGVC are Revenue Growth, Market Cap, Profit Margin. Thin 3.5% margins leave little buffer for downturns.

Key Dynamics to Monitor

NGVC carries more volatility with a beta of 1.25 — 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.

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

Bottom Line

KOF scores higher overall (54/100 vs 50/100). NGVC offers better value entry with a 19.6% 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.

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Natural Grocers by Vitamin Cottage Inc

CONSUMER DEFENSIVE · GROCERY STORES · USA

Natural Grocers of Vitamin Cottage, Inc., sells natural and organic foods and dietary supplements in the United States. The company is headquartered in Lakewood, Colorado.

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