Professional
Added to YB: 2024-08-09
Pitch date: 2024-08-05
KOF [bullish]
Coca-Cola FEMSA, S.A.B. de C.V.
+34.16%
current return
Author Info
No bio for this author
Company Info
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.
Market Cap
$382.8B
Pitch Price
$79.86
Price Target
N/A
Dividend
4.25%
EV/EBITDA
8.42
P/E
16.61
EV/Sales
1.52
Sector
Beverages
Category
value
TGV Partners Sub-Fund Intrinsic Portfolio Holding: Coca-Cola FEMSA, S.A.B. de C.V.
KOF: FEMSA's Coca-Cola bottler (47% stake). Parent co. FEMSA: 36B EUR rev, 2B EUR profit. 23K OXXO stores, 4.5K pharmacies, 600 gas stations. 30% ROIC on new OXXOs. Spin wallet: 8M MAU, 40% growth. Brazil expansion potential. 14x P/E ex-KOF stake. Share buybacks & special dividends expected. Long-term growth in retail, digital, bottling.
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