COMP <GO>
MZTI vs KOF // 10Y YIELD & FRED MACRO BETA
The Marzetti Company (NASDAQ) VS. Coca Cola Femsa S.A.B. de C.V. American (NYSE) • 15-METRIC TALLY: MZTI 6
— KOF 5
■ METRIC PARITY
LAST: $109.12 (+0.66%) • MKT CAP: $2.98B
macro-sensitivity
—
LAST: $115.50 (+0.23%) • MKT CAP: $194.12B
macro-sensitivity
0.88
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (MZTI VS. KOF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | MZTI | KOF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 23.90% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 20.90% | 9.90% | +11.00 | MZTI | /roic <GO> |
| EV/EBITDA & P/E Valuation | 10.3x | 21.0x | -10.70 | MZTI | /valuation <GO> |
| Free Cash Flow Yield | 6.83% | 2.21% | +4.62 | MZTI | /fcf-yield <GO> |
| Operating Margin | 11.50% | 13.90% | -2.40 | KOF | /operating-margins <GO> |
| Net Profit Margin | 8.80% | 10.90% | -2.10 | KOF | /net-margins <GO> |
| Revenue Growth (YoY) | 2.00% | 3.30% | -1.30 | KOF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.48% | 0.00% | +3.48 | MZTI | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | 3.74 | — | TIE | /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 | 61.6 | 54.2 | +7.40 | MZTI | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta ACTIVE | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.6x | 30.5x | -13.90 | MZTI | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $2.98B | $194.12B | -$191.14B | KOF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | MZTI REV | KOF REV | MZTI GROSS % | KOF GROSS % | MZTI FCF | KOF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $1.91B | — | 23.9% | — | $203.5M | — |
| FY 2024 | $1.87B | — | 23.1% | — | $184.0M | — |
| FY 2023 | $1.82B | — | — | — | $225.9M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
MZTI // BETA —
KOF // BETA 0.88