COMP <GO>

JBS vs KOF // 10Y YIELD & FRED MACRO BETA

JBS N.V. Class A (NYSE) VS. Coca Cola Femsa S.A.B. de C.V. American (NYSE) • 15-METRIC TALLY: JBS 4 — KOF 3

▲ 10Y YIELD & FRED MACRO BETA LEADER: JBS

LAST: $12.49 (+2.71%) • MKT CAP: $13.02B

macro-sensitivity

1.07

LAST: $115.68 (+0.16%) • MKT CAP: $194.12B

macro-sensitivity

0.88

15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (JBS VS. KOF) EMERALD CELL = QUANTITATIVE EDGE

INSTITUTIONAL METRIC	JBS	KOF	SPREAD (A - B)	ADVANTAGE	DEDICATED URL
Gross Profit Margin	41.00%	41.00%	0.00	TIE	/gross-margins <GO>
Return on Invested Capital (ROIC)	9.90%	9.90%	0.00	TIE	/roic <GO>
EV/EBITDA & P/E Valuation	21.0x	21.0x	0.00	TIE	/valuation <GO>
Free Cash Flow Yield	2.21%	2.21%	0.00	TIE	/fcf-yield <GO>
Operating Margin	13.90%	13.90%	0.00	TIE	/operating-margins <GO>
Net Profit Margin	10.90%	10.90%	0.00	TIE	/net-margins <GO>
Revenue Growth (YoY)	17.60%	3.30%	+14.30	JBS	/revenue-growth <GO>
Dividend Yield & FCF Payout Safety	0.00%	0.00%	0.00	TIE	/dividend-safety <GO>
Altman Z-Score & Debt/Equity	3.74	3.74	0.00	TIE	/balance-sheet <GO>
Piotroski F-Score Quality	8/9	7/9	+1.00	JBS	/piotroski-score <GO>
Options Implied Move & Put/Call Skew	7.10%	6.50%	+0.60	KOF	/options-implied-move <GO>
RSI-14 & 200D SMA Momentum	51.8	54.9	-3.02	KOF	/rsi-technicals <GO>
10Y Yield & FRED Macro Beta ACTIVE	1.07	0.88	+0.19	JBS	/macro-sensitivity <GO>
Forward P/E Multiple	27.6x	30.5x	-2.90	JBS	/forward-pe <GO>
Enterprise Scale & Market Cap	$13.02B	$194.12B	-$181.09B	KOF	/market-cap <GO>

5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY

FISCAL YEAR	JBS REV	KOF REV	JBS GROSS %	KOF GROSS %	JBS FCF	KOF FCF
INSPECT INDIVIDUAL XBRL MODELS AT JBS FA <GO> AND KOF FA <GO>.

FRED MACRO REGIME CORRELATION COMPARISON PEARSON r

JBS // BETA 1.07

KOF // BETA 0.88