The Screen · Consumer Defensive · Beverages - Non-Alcoholic
Coca-Cola FEMSA, S.A.B. de C.V.
KOF · the NYSE · USD · Market cap $21.7B · 108,378 employees
Coca-Cola FEMSA, S.A.B.
FAIL · Does not pass the screen
103.25 USD
At the last full screen 2026-07-19
Screened 2026-07-19 · the tape above runs as of 22:40 UTC · 24 Jul · two dates, stated on purpose · verdict and workings shown in full · never trimmed
The Label · The Season, Not the Day
This name holds its accumulation label.
Coca-Cola FEMSA, S.A.B. de C.V. holds its Accumulation at $103.25. Consolidating, no directional conviction, held for 495 days.
As held on the ledger · 2026-07-19
Phase
Accumulation
Quantitative state
Consolidating, no directional conviction, held for 495 days
Price at the screen
$103.25
Valuation
N/A trailing · 12.80 forward price to earnings
Values screen
FAIL· score 30.0
Beta
0.53
The Workings
Five Screens, Shown in Full
Does not pass. Prohibited keyword in sector/industry: alcohol
Test
Figure
Limit
What it means
Status
Business activity
Excluded
Core business clean
Prohibited keyword in sector/industry: alcohol
Fail
Debt load
Excluded
Below 33%
Interest-bearing debt is of its assets, above the one-third ceiling the screen allows.
Fail
Interest-bearing cash
Excluded
Below 33%
Interest-bearing cash and securities are of assets, above the one-third limit.
Fail
Receivables
Excluded
Below 49%
Money owed to the company is of assets, above the 49% limit.
Fail
Revenue purity
Excluded
Below 5%
of revenue comes from non-compliant sources, over the 5% line.
Fail
Five checks adapted from AAOIFI screening standards: business activity plus four balance-sheet ratios. All five must pass for ethical clearance. Every figure is arithmetic on public accounts, not judgement.
Fair value range in USD, drawn from the 2026-07-19 screen. The gold marker is the market price at the same screen. The price runs 6.7% above the base estimate.
Third-party analyst targets: 14 covering, consensus Buy. The average target sits +16% from the screen price.
Reading the gap · Our more conservative model reads it as fully-to-richly valued here, while the Street is more bullish: a quality-at-a-fair-price name rather than a deep-value one.
Price History & Projections
Where it has been, where the models see it going. History from market close data; projection points are our fair-value estimates and third-party analyst targets, dated to the 2026-07-19 screen.
Fair value and rating are our own model estimates; the Street's range reflects third-party analyst estimates. Analysis, not advice.
The Business, in Plain Words
Latin American bottler fails the ethics test
Picture a delivery truck weaving through Mexico City traffic with crates of Coke. That is Coca-Cola FEMSA in one image, a franchise bottler selling non-alcoholic drinks across nine Latin American markets. We pass because the business trips the ethical screen on alcohol exposure and trades above our fair value with just 1% revenue growth and an 8% profit margin.
The 12.8 times forward earnings and 16% ROE look reasonable on paper yet offer no margin of safety at the current price. Analyst targets sit higher, but our screen already rules the name out before valuation enters the conversation.
The risks · The things to watch: its business and earnings are exposed to Mexico and to currency swings.
Plain-English interpretation of our own screen data. Analysis, not advice.
Where & How to Trade
KOF trades on the NYSE (the company is based in Mexico). As a listed security it is accessible through almost any international broker offering its home market. New to this, or investing from abroad? Our guide to accessing global markets covers brokers, currencies and the practical steps.
The Dated Journal · Newest First, Never Edited
Every Entry, As Written
2026-07-18Accumulation$108.97+0.0%Entry 3
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns. Our composite framework grades it B, carrying a low risk profile. Technically it is holding around 14% above its long-term trend line with momentum reading neutral. Over the past year the shares are up 10%. Our forward projection puts the odds of a 10% gain over the next month near 16%. The street (13 analysts) rates it buy, with a mean price target of $116.
2026-07-03Accumulation$108.97+0.0%Entry 2
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Price has moved down 0.0% since our last review. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
2026-07-02Accumulation$108.97Entry 1
The framework reads accumulation. Smart money appears to be quietly building positions. This typically precedes a markup phase. Ethical screening: FAIL. This security does not pass our values-based screening criteria. The risk-adjusted return profile shows modest positive risk-adjusted returns.
Each entry above was written on its date, before the outcome. A journal you can prune is not a journal.
