WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsRLX Technology Inc (RLX)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 6581% more annual revenue ($292.51B vs $4.38B). RLX leads profitability with a 22.5% profit margin vs 7.9%. RLX earns a higher WallStSmart Score of 68/100 (B-).

KOF

Hold

48

out of 100

Grade: D+

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

RLX

Strong Buy

68

out of 100

Grade: B-

Growth: 6.7Profit: 6.0Value: 5.3Quality: 9.0
Piotroski: 5/9Altman Z: 5.62
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

Intrinsic value data unavailable for RLX.

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

RLX6 strengths · Avg: 9.5/10
Price/BookValuation
1.0x10/10

Reasonable price relative to book value

Revenue GrowthGrowth
107.4%10/10

Revenue surging 107.4% year-over-year

Debt/EquityHealth
0.0110/10

Conservative balance sheet, low leverage

Altman Z-ScoreHealth
5.6210/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
22.5%9/10

Keeps 23 of every $100 in revenue as profit

EPS GrowthGrowth
27.1%8/10

Earnings expanding 27.1% 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

RLX2 concerns · Avg: 2.5/10
Return on EquityProfitability
6.2%3/10

ROE of 6.2% — below average capital efficiency

Free Cash FlowQuality
$-187.56M2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : RLX

The strongest argument for RLX centers on Price/Book, Revenue Growth, Debt/Equity. Profitability is solid with margins at 22.5% and operating margin at 16.7%. Revenue growth of 107.4% demonstrates continued momentum.

Bear Case : KOF

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

Bear Case : RLX

The primary concerns for RLX are Return on Equity, Free Cash Flow.

Key Dynamics to Monitor

KOF profiles as a value stock while RLX is a growth play — different risk/reward profiles.

RLX carries more volatility with a beta of 1.15 — expect wider price swings.

RLX is growing revenue faster at 107.4% — sustainability is the question.

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

Bottom Line

RLX scores higher overall (68/100 vs 48/100), backed by strong 22.5% margins and 107.4% revenue growth. 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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RLX Technology Inc

CONSUMER DEFENSIVE · TOBACCO · China

RLX Technology Inc., researches, develops, manufactures, distributes and sells e-vapor products in the People's Republic of China. The company is headquartered in Beijing, China.

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