Added to YB: 2022-10-09
Pitch date: 2022-10-09
KOF [bullish]
Coca-Cola FEMSA, S.A.B. de C.V.
+125.03%
current return
Author Info
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Company Info
Coca-Cola FEMSA, S.A.B. de C.V., a franchise bottler, produces, markets, sells, and distributes Coca-Cola trademarked beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Brazil, Argentina, and Uruguay.
Market Cap
$437.6B
Pitch Price
$51.40
Price Target
90.00 (-22%)
Dividend
3.72%
EV/EBITDA
9.22
P/E
18.27
EV/Sales
1.68
Sector
Beverages
Category
turnaround
Coca-Cola Femsa: Strong Venezuelan Upside
KOF: Mexican Coke bottler w/ Colombia/Brazil/Venezuela ops. Venezuela reopening adds 50-75c EPS; undervalued LatAm FX normalization adds 20-30% revenue. EPS to $6+ intermediate term; 15x P/E = $90 (50% upside), bull case $150 at 25x. Trades 14x now, 4%+ div yield. Needs Fed pivot/weak USD.
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