Coca-Cola FEMSA. de

Digital And Capacity Advancements Will Transform Brazil And Mexico

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

10 Nov 24

Updated

27 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

10.1%

7D

-0.8%

Loading

1Y

10.1%

7D

-0.8%

You can edit this narrative until Nov 28 2:10 PM. Then, changes will post as Updates.

Author's Valuation

US$110.0320.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 27 Nov 25

Fair value Increased 0.076%

KOF: Recent Beverage Excise Tax Will Not Derail Future Upside

Analysts have slightly lowered their price target for Coca-Cola FEMSA, from $110 to a range between $100 and $105. They highlight that the recent beverage excise tax increase in Mexico is not expected to have a significant impact on sales.

Shared on 12 Nov 25

Fair value Decreased 1.09%

KOF: Minimal Impact From New Mexico Tax Will Sustain Performance

The analyst price target for Coca-Cola FEMSA has been revised downward from $110 to $100. Analysts cite that recent tax changes in Mexico are expected to have minimal effect on overall sales performance.

Shared on 28 Sep 25

Fair value Decreased 4.58%

The modest reduction in analyst price target for Coca-Cola FEMSA reflects slight declines in both future P/E and consensus revenue growth forecasts, resulting in a revised fair value of $111.16. What's in the News Coca-Cola FEMSA announced a quarterly dividend of USD 0.8632 per share.

Shared on 13 Sep 25

Fair value Decreased 1.02%

Coca-Cola FEMSA's consensus valuation outlook has weakened, with the Future P/E dropping sharply and revenue growth forecasts slightly reduced, leading to a marginal analyst price target cut from $117.70 to $116.50. What's in the News Coca-Cola FEMSA announced a quarterly dividend of USD 0.8632 per share payable on July 28, 2025.

Shared on 10 Aug 25

Fair value Increased 5.69%

Driven by a sharp decrease in the forward P/E multiple despite only a slight dip in revenue growth forecasts, the consensus analyst price target for Coca-Cola FEMSA. de has been raised from $111.36 to $117.27.

Shared on 07 May 25

Fair value Increased 0.63%

Shared on 30 Apr 25

Fair value Decreased 2.48%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.11%

AnalystConsensusTarget has decreased revenue growth from 8.4% to 7.2%.

Shared on 16 Apr 25

Fair value Decreased 2.35%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 7.04%

AnalystConsensusTarget has decreased shares outstanding growth rate from 0.0% to 0.0%.

Shared on 02 Apr 25

Fair value Increased 1.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.46%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 2.89%

AnalystConsensusTarget has increased revenue growth from 7.0% to 8.1%.

Shared on 10 Mar 25

Fair value Increased 0.48%

AnalystConsensusTarget Fair Value

US$110.03

20.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.95%

Beverage revenue growth rate

0.05%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.88%

Calculation

Mex$30.14b

Earnings '28

x

18.15x

PE Ratio '28

=

Mex$547.19b

Market Cap '28

Mex$547.19b

Market Cap '28

/

210.08m

No. shares '28

=

Mex$2.60k

Share Price '28

Mex$2.60k Share Price '28

Discounted to 2025 @ 8.88% p.a.

=

Mex$2.02k

Fair Value '25

Mex$2.02k Fair Value '25

Converted to USD @ 0.05451 MXN/USD Exchange Rate

=

US$109.99

Fair Value '25