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

NYSE:KOF Community·US$21.6b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 87 Fair Values set on narratives written by author

KOF Share Price Performance

US$108.99
25.73 (30.90%)
US$123.03
Fair Value
US$108.99
25.73 (30.90%)
11.4% undervalued intrinsic discount
US$123.03
Fair Value
Price US$108.99
AnalystConsensusTarget US$123.03
AnalystHighTarget US$129.43
AnalystLowTarget US$105.00

KOF Community Narratives

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Fair Value US$123.03 11.4% 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 15.8% 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 3.8% overvalued intrinsic discount

Adverse Latin Conditions Will Challenge Demand While Valuation Offers Upside

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1users have followed this narrative
US$123.03
11.4% 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 11.4% 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 3.8% overvalued 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 15.8% undervalued intrinsic discount
4 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Undervalued with excellent balance sheet and pays a dividend.

1 Risk
4 Rewards

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

Mex$296.2b

Revenue

Mex$158.6b

Cost of Revenue

Mex$137.6b

Gross Profit

Mex$113.7b

Other Expenses

Mex$23.9b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
113.99
46.46%
8.09%
56.6%
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 8h

Coca-Cola FEMSA Q2: High-Single-Digit Growth At Just 15x Earnings

Summary Coca-Cola FEMSA, S.A.B. de C.V. remains a Buy, supported by high-quality operations and reasonable LATAM valuation, even after solid Q2 results. Q2 showed strong South American growth and efficiency gains, offsetting mixed signals in Mexico and Argentina, with consolidated revenue and operating income outpacing volume. KOF continues to benefit from organic growth, M&A, and ecosystem initiatives like Juntos+, while demographic trends and category expansion provide further upside. With a forward P/E near 15x and EV/EBITDA at 7x, KOF stock offers a margin of safety and earnings yield above risk-free rates, justifying continued portfolio inclusion. Read the full article on Seeking Alpha
Narrative Update Jul 16

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

The analyst fair value estimate for Coca-Cola FEMSA. de has been revised from $115.81 to $123.03, reflecting updated Street price targets that cluster around $110 to $127 as analysts factor in supportive volume catalysts in Mexico and modest adjustments to growth, margins and expected P/E levels.

Recent updates

No updates