COMP <GO>
WVVI vs KOF // RETURN ON INVESTED CAPITAL (ROIC)
Willamette Valley Vineyards Inc. (NASDAQ) VS. Coca Cola Femsa S.A.B. de C.V. American (NYSE) • 15-METRIC TALLY: WVVI 0
— KOF 9
▲ RETURN ON INVESTED CAPITAL (ROIC) LEADER: KOF
LAST: $1.81 (-1.38%) • MKT CAP: $9.0M
roic
-1.40%
LAST: $115.50 (+0.23%) • MKT CAP: $194.12B
roic
9.90%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (WVVI VS. KOF)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | WVVI | KOF | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 60.50% | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) ACTIVE | -1.40% | 9.90% | -11.30 | KOF | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | 21.0x | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | -24.79% | 2.21% | -27.00 | KOF | /fcf-yield <GO> |
| Operating Margin | -3.90% | 13.90% | -17.80 | KOF | /operating-margins <GO> |
| Net Profit Margin | -2.50% | 10.90% | -13.40 | KOF | /net-margins <GO> |
| Revenue Growth (YoY) | -6.50% | 3.30% | -9.80 | KOF | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 0.89 | 3.74 | -2.85 | KOF | /balance-sheet <GO> |
| Piotroski F-Score Quality | 3/9 | 7/9 | -4.00 | KOF | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 41.2 | 54.2 | -13.01 | KOF | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | — | 0.88 | — | TIE | /macro-sensitivity <GO> |
| Forward P/E Multiple | — | 30.5x | — | TIE | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $9.0M | $194.12B | -$194.11B | KOF | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | WVVI REV | KOF REV | WVVI GROSS % | KOF GROSS % | WVVI FCF | KOF FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $37.2M | — | 60.5% | — | -$2.2M | — |
| FY 2024 | $39.8M | — | 60.8% | — | -$5.1M | — |
| FY 2023 | $39.1M | — | — | — | -$2.0M | — |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
WVVI // BETA —
KOF // BETA 0.88