WallStSmart

Coca-Cola Femsa SAB de CV ADR (KOF)vsTurning Point Brands Inc (TPB)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

Coca-Cola Femsa SAB de CV ADR generates 58295% more annual revenue ($296.20B vs $507.23M). TPB leads profitability with a 8.8% profit margin vs 8.1%. TPB appears more attractively valued with a PEG of 0.05. TPB 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

TPB

Buy

54

out of 100

Grade: C-

Growth: 6.0Profit: 6.0Value: 6.3Quality: 7.5
Piotroski: 4/9Altman Z: 2.55
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

KOFUndervalued (+56.5%)

Margin of Safety

+56.5%

Fair Value

$258.77

Current Price

$110.71

$148.06 discount

UndervaluedFair: $258.77Overvalued

Intrinsic value data unavailable for TPB.

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

TPB3 strengths · Avg: 9.0/10
PEG RatioValuation
0.0510/10

Growing faster than its price suggests

Return on EquityProfitability
22.5%9/10

Every $100 of equity generates 23 in profit

Revenue GrowthGrowth
22.6%8/10

Revenue surging 22.6% year-over-year

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
17.132/10

Expensive relative to growth rate

TPB4 concerns · Avg: 3.0/10
P/E RatioValuation
32.4x4/10

Premium valuation, high expectations priced in

Market CapQuality
$1.47B3/10

Smaller company, higher risk/reward

Operating MarginProfitability
4.2%3/10

Operating margin of 4.2%

EPS GrowthGrowth
-77.2%2/10

Earnings declined 77.2%

Comparative Analysis Report

WallStSmart Research

Bull Case : KOF

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

Bull Case : TPB

The strongest argument for TPB centers on PEG Ratio, Return on Equity, Revenue Growth. Revenue growth of 22.6% demonstrates continued momentum. PEG of 0.05 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 : TPB

The primary concerns for TPB are P/E Ratio, Market Cap, Operating Margin.

Key Dynamics to Monitor

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

TPB carries more volatility with a beta of 0.94 — expect wider price swings.

TPB is growing revenue faster at 22.6% — sustainability is the question.

KOF generates stronger free cash flow (8.9B), providing more financial flexibility.

Bottom Line

KOF scores higher overall (54/100 vs 54/100). 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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Turning Point Brands Inc

CONSUMER DEFENSIVE · TOBACCO · USA

Turning Point Brands, Inc. manufactures, markets and distributes branded consumer products. The company is headquartered in Louisville, Kentucky.

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