KOF
9/9 ScoreCoca-Cola FEMSA, S.A.B. de C.V.
Analysis Date: February 17, 2026
Coca-Cola FEMSA, S.A.B. de C.V., a franchise bottler, produces, markets, sells, and distributes Coca-Cola trademark beverages. The company offers sparkling beverages, including colas and flavored sparkling beverages; and waters and other beverages, such as juice drinks, coffee, teas, milk, value-added dairy products, sports and energy drinks, and plant-based drinks. It provides a portfolio of products through retail outlets, such as wholesale supermarkets, discount stores, and convenience stores; retailers, such as restaurants and bars, as well as stadiums, auditoriums, and theaters; points-of-sale outlets; and home delivery, supermarkets, and other locations. In addition, the company distributes and sells Heineken beer products in its Brazilian territories. It operates in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Brazil, Argentina, and Uruguay. The company was founded in 1979 and is headquartered in Mexico City, Mexico. Coca-Cola FEMSA, S.A.B. de C.V. is a subsidiary of Fomento Economico Mexicano, S.A.B. de C.V.
Buffettology Criteria
All 9 of 9 criteria passed
High ROE
Return on Equity > 12%
Value: 16.5%
High ROIC
Return on Invested Capital > 9%
Value: 10.8%
Cash Machine
FCF / Assets > 5%
Value: 5.4%
Fair Valuation
Earnings Yield > 3.5%
Value: 5.8%
Share Buybacks
Share Count is Dropping
Value: -0.0%
Defensible Moat
Gross Profit Margin > 40%
Value: 45.8%
Simple Business
Not in a speculative sector (e.g., Biotech)
Value: Consumer Defensive
Conservative Debt
Debt to Equity < 1.5
Value: 0.60x
Consistent Growth
5-Year Growth is Positive
Value: 96.1%
Analysis Summary
This is a promising picture for Coca-Cola FEMSA. The company demonstrates strong profitability with excellent ROE and ROIC, and it appears to be generating free cash flow. With a solid moat and manageable debt levels, KOF looks like a business that's built to last, though its share buyback activity is negligible.
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