COMP <GO>
SJM vs KOF // FREE CASH FLOW YIELD
The J.M. Smucker Company (NYSE) VS. Coca Cola Femsa S.A.B. de C.V. American (NYSE) • 15-METRIC TALLY: SJM 4
— KOF 11
▲ FREE CASH FLOW YIELD LEADER: SJM
LAST: $129.90 (+2.88%) • MKT CAP: $13.49B
fcf-yield
8.57%
LAST: $115.68 (+0.16%) • MKT CAP: $194.12B
fcf-yield
2.21%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SJM VS. KOF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SJM | KOF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 33.50% | 41.00% | -7.50 | KOF | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 9.90% | -7.10 | KOF | /roic <GO> |
| EV/EBITDA & P/E Valuation | 29.2x | 21.0x | +8.20 | KOF | /valuation <GO> |
| Free Cash Flow Yield ACTIVE | 8.57% | 2.21% | +6.36 | SJM | /fcf-yield <GO> |
| Operating Margin | 4.00% | 13.90% | -9.90 | KOF | /operating-margins <GO> |
| Net Profit Margin | -1.50% | 10.90% | -12.40 | KOF | /net-margins <GO> |
| Revenue Growth (YoY) | -3.30% | 3.30% | -6.60 | KOF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 3.45% | 0.00% | +3.45 | SJM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 1.30 | 3.74 | -2.44 | KOF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 4/9 | 7/9 | -3.00 | KOF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | 7.20% | 6.50% | +0.70 | KOF | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 60.0 | 54.9 | +5.15 | SJM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.10 | 0.88 | +0.22 | SJM | /macro-sensitivity <GO> |
| Forward P/E Multiple | 34.0x | 30.5x | +3.50 | KOF | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $13.49B | $194.12B | -$180.63B | KOF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SJM REV | KOF REV | SJM GROSS % | KOF GROSS % | SJM FCF | KOF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $9.05B | — | 33.5% | — | $1.16B | — |
| FY 2024 | $8.73B | — | 38.8% | — | $816.6M | — |
| FY 2023 | $0 | — | — | — | $1.23B | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SJM // BETA 1.10
KOF // BETA 0.88