WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsSouthern Company (SO)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 887% more annual revenue ($291.75B vs $29.55B). SO leads profitability with a 14.7% profit margin vs 8.2%. SO appears more attractively valued with a PEG of 2.67. SO earns a higher WallStSmart Score of 54/100 (C-).

KOF

Buy

52

out of 100

Grade: C-

Growth: 4.7Profit: 6.5Value: 4.7Quality: 6.5
Piotroski: 2/9Altman Z: 2.49

SO

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 4.7Quality: 5.0
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFSignificantly Overvalued (-52.9%)

Margin of Safety

-52.9%

Fair Value

$73.66

Current Price

$97.42

$23.76 premium

UndervaluedFair: $73.66Overvalued
SOSignificantly Overvalued (-254.9%)

Margin of Safety

-254.9%

Fair Value

$26.66

Current Price

$94.61

$67.95 premium

UndervaluedFair: $26.66Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

KOF2 strengths · Avg: 8.0/10
P/E RatioValuation
14.9x8/10

Attractively priced relative to earnings

Price/BookValuation
2.5x8/10

Reasonable price relative to book value

SO2 strengths · Avg: 8.5/10
Market CapQuality
$105.91B9/10

Large-cap with strong market position

Price/BookValuation
2.9x8/10

Reasonable price relative to book value

Areas to Watch

KOF4 concerns · Avg: 3.3/10
Revenue GrowthGrowth
2.4%4/10

2.4% revenue growth

EPS GrowthGrowth
3.0%4/10

3.0% earnings growth

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

PEG RatioValuation
20.112/10

Expensive relative to growth rate

SO3 concerns · Avg: 2.0/10
PEG RatioValuation
2.672/10

Expensive relative to growth rate

EPS GrowthGrowth
-22.1%2/10

Earnings declined 22.1%

Free Cash FlowQuality
$-1.86B2/10

Negative free cash flow — burning cash

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

The strongest argument for KOF centers on P/E Ratio, Price/Book.

Bull Case : SO

The strongest argument for SO centers on Market Cap, Price/Book. Revenue growth of 10.1% demonstrates continued momentum.

Bear Case : KOF

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

Bear Case : SO

The primary concerns for SO are PEG Ratio, EPS Growth, Free Cash Flow.

Key Dynamics to Monitor

KOF carries more volatility with a beta of 0.48 — expect wider price swings.

SO is growing revenue faster at 10.1% — sustainability is the question.

KOF generates stronger free cash flow (-965M), providing more financial flexibility.

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

Bottom Line

SO scores higher overall (54/100 vs 52/100) and 10.1% revenue growth. 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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Southern Company

UTILITIES · UTILITIES - REGULATED ELECTRIC · USA

Southern Company is an American gas and electric utility holding company based in the southern United States. It is headquartered in Atlanta, Georgia, with executive offices also located in Birmingham, Alabama.

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