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Coca-Cola FEMSA. de Community
NYSE:KOF Community
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Coca-Cola FEMSA. de
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Coca-Cola FEMSA. de
AN
AnalystHighTarget
Consensus Narrative from 13 Analysts
Juntos+ Digital Platforms And Bottling Lines Will Shape Beverage Future
Key Takeaways Expansion of digital platforms and operational efficiency improvements are set to drive revenue growth and enhance net margins in key markets. Strategic investments in production capacity and marketing are poised to capture market share and support long-term revenue growth, particularly in high-demand markets.
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US$160.12
FV
39.0% undervalued
intrinsic discount
9.30%
Revenue growth p.a.
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narrative
Coca-Cola FEMSA. de
AN
AnalystConsensusTarget
Consensus Narrative from 13 Analysts
Future Digital And Supply Chain Investments Will Strengthen Customer Engagement And Efficiency
Key Takeaways Expansion of digital initiatives and strategic partnerships aims to enhance customer engagement, optimize sales, and drive revenue growth through improved market penetration. Investments in capacity and infrastructure, particularly in Brazil and Mexico, are expected to boost revenue, net margins, and market share by resolving bottlenecks.
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US$110.50
FV
11.6% undervalued
intrinsic discount
7.20%
Revenue growth p.a.
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narrative
Coca-Cola FEMSA. de
AN
AnalystLowTarget
Consensus Narrative from 13 Analysts
Currency Headwinds And Digital Moves Will Shape Future Landscape
Key Takeaways Currency depreciation and excise tax implementation may negatively impact net margins and revenue growth due to increased costs and suppressed profitability. Capacity constraints and challenges with technology implementation could limit revenue growth and earnings, despite infrastructure investments.
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US$94.00
FV
3.9% overvalued
intrinsic discount
5.33%
Revenue growth p.a.
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7 days ago
author updated this narrative
Your Valuation for
KOF
KOF
Coca-Cola FEMSA. de
Your Fair Value
US$
Current Price
US$97.67
47.7% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
-16b
395b
2015
2018
2021
2024
2025
2027
2030
Revenue Mex$394.9b
Earnings Mex$33.5b
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