COMP <GO>
IMKTA vs KOF // RETURN ON INVESTED CAPITAL (ROIC)
Ingles Markets Incorporated (Class A) (NASDAQ) VS. Coca Cola Femsa S.A.B. de C.V. American (NYSE) • 15-METRIC TALLY: IMKTA 5
— KOF 7
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KOF
LAST: $83.22 (-0.49%) • MKT CAP: $1.58B
roic
4.40%
LAST: $115.50 (+0.23%) • MKT CAP: $194.12B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (IMKTA VS. KOF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | IMKTA | KOF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | 4.40% | 9.90% | -5.50 | KOF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 9.7x | 21.0x | -11.30 | IMKTA | /valuation <GO> |
| Free Cash Flow Yield | 2.51% | 2.21% | +0.30 | IMKTA | /fcf-yield <GO> |
| Operating Margin | 2.20% | 13.90% | -11.70 | KOF | /operating-margins <GO> |
| Net Profit Margin | 1.60% | 10.90% | -9.30 | KOF | /net-margins <GO> |
| Revenue Growth (YoY) | -5.40% | 3.30% | -8.70 | KOF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.78% | 0.00% | +0.78 | IMKTA | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 4.46 | 3.74 | +0.72 | IMKTA | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 7/9 | -1.00 | KOF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 42.0 | 54.2 | -12.20 | KOF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 17.6x | 30.5x | -12.90 | IMKTA | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $1.58B | $194.12B | -$192.54B | KOF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | IMKTA REV | KOF REV | IMKTA GROSS % | KOF GROSS % | IMKTA FCF | KOF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.33B | — | 23.9% | — | $39.6M | — |
| FY 2024 | $5.64B | — | 23.0% | — | $51.7M | — |
| FY 2023 | $5.89B | — | — | — | $266.4M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
IMKTA // BETA —
KOF // BETA 0.88