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Coca-Cola FEMSA, S.A.B. de C.V. Stock Price

NYSE:KOF Community·US$21.4b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 85 Fair Values set on narratives written by author

KOF Share Price Performance

US$102.04
10.97 (12.05%)
US$123.03
Fair Value
US$102.04
10.97 (12.05%)
17.1% undervalued intrinsic discount
US$123.03
Fair Value
Price US$102.04
AnalystConsensusTarget US$123.03
AnalystHighTarget US$129.43
AnalystLowTarget US$105.00

KOF Community Narratives

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Fair Value US$123.03 17.1% undervalued intrinsic discount

Digital And Capacity Advancements Will Transform Brazil And Mexico

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36users have followed this narrative
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Fair Value US$129.43 21.2% undervalued intrinsic discount

Urbanization And Digital Channels Will Unlock New Opportunities

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4users have followed this narrative
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Fair Value US$105 2.8% undervalued intrinsic discount

Adverse Latin Conditions Will Challenge Demand While Valuation Offers Upside

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1users have followed this narrative
US$123.03
17.1% undervalued intrinsic discount
Revenue
6.96% p.a.
Profit Margin
8.62%
Future PE
18.84x
Price in 2029
US$158.79

Trending Discussion

No trending discussion available.

Updated Narratives

KOF logo

KOF: Mexico Volume Tailwinds And Richer Forward P/E Should Support Returns

Fair Value: US$123.03 17.1% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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KOF: World Cup Volume Upside And 2026 Dividend Stream Will Shape Outlook

Fair Value: US$105 2.8% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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KOF: Higher P/E Support And 2026 Dividend Plan Will Drive Upside

Fair Value: US$129.43 21.2% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
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Snowflake Analysis

Undervalued with excellent balance sheet and pays a dividend.

1 Risk
3 Rewards

Coca-Cola FEMSA, S.A.B. de C.V. Key Details

Mex$292.5b

Revenue

Mex$157.9b

Cost of Revenue

Mex$134.6b

Gross Profit

Mex$111.6b

Other Expenses

Mex$23.0b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
Jul 27, 2026
109.71
46.01%
7.88%
62.6%
View Full Analysis

About KOF

Founded
1979
Employees
108378
CEO
Ian Craig García
WebsiteView website
www.coca-colafemsa.com

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. The company offers sparkling beverages, including colas and flavored sparkling beverages; waters; and other non-carbonated beverages, including tea, sports drinks, energy drinks, fruit-based beverages, juice, coffee, milk, value-added dairy, and plant-based drinks. It also distributes and sells beer products under the Heineken, Estrella Galicia, and Therezópolis brands; alcoholic ready-to-drink beverages, such as Bacardí Coca-Cola and Topo Chico Hard Seltzer; and Monster products. The company sells its products to distributors, retail outlets, wholesale supermarkets, discount and convenience stores, retailers, points-of-sale outlets, restaurants and bars, stadiums, auditoriums, theaters, and home deliveries. Coca-Cola FEMSA, S.A.B. de C.V. was founded in 1979 and is headquartered in Mexico City, Mexico.

Recent KOF News & Updates

Seeking Alpha Jun 24

Coca-Cola FEMSA: A Bottling Fortress Facing A Mexican Tax Reset

Summary Coca-Cola FEMSA is a leading Latin American bottler with robust route density, digital execution, and a conservative balance sheet. 2026 is a transition year due to Mexico's excise tax hike, pressuring volumes and margins; South America provides partial offset. KOF trades at reasonable valuations (forward EV/EBITDA ~7.5x, ~4% yield), but Mexico-driven risks and execution challenges justify a Hold rating. Key catalysts include Mexico stabilization, South American strength, price-pack optimization, and digital route enhancements, but regulatory and water risks remain material. Read the full article on Seeking Alpha

Recent updates

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