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Fomento Económico Mexicano, S.A.B. de C.V. (FMX)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US3444191064

CUSIP

344419106

Sector

Consumer Defensive

IPO Date

May 11, 1998

Highlights

Market Cap

$162.46B

EPS (TTM)

$2.01

PE Ratio

45.49

PEG Ratio

0.38

Total Revenue (TTM)

$573.72B

Gross Profit (TTM)

$232.03B

EBITDA (TTM)

$61.48B

Year Range

$81.08 - $130.64

Target Price

$113.73

Short %

0.10%

Short Ratio

2.37

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
FMX vs. XLF FMX vs. VOO FMX vs. VUG FMX vs. CFR.SW FMX vs. QQQ FMX vs. SPY FMX vs. KO FMX vs. GCT
Popular comparisons:
FMX vs. XLF FMX vs. VOO FMX vs. VUG FMX vs. CFR.SW FMX vs. QQQ FMX vs. SPY FMX vs. KO FMX vs. GCT

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Fomento Económico Mexicano, S.A.B. de C.V., comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-30.00%-20.00%-10.00%0.00%10.00%SeptemberOctoberNovemberDecember2025February
-16.24%
9.51%
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

Returns By Period

Fomento Económico Mexicano, S.A.B. de C.V. had a return of 6.95% year-to-date (YTD) and -29.54% in the last 12 months. Over the past 10 years, Fomento Económico Mexicano, S.A.B. de C.V. had an annualized return of 2.12%, while the S&P 500 had an annualized return of 11.29%, indicating that Fomento Económico Mexicano, S.A.B. de C.V. did not perform as well as the benchmark.


FMX

YTD

6.95%

1M

10.82%

6M

-16.24%

1Y

-29.54%

5Y*

1.59%

10Y*

2.12%

^GSPC (Benchmark)

YTD

4.22%

1M

2.22%

6M

9.51%

1Y

22.46%

5Y*

12.74%

10Y*

11.29%

*Annualized

Monthly Returns

The table below presents the monthly returns of FMX, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025-0.20%6.95%
20243.98%-8.34%4.85%-8.84%-2.58%-6.08%3.31%-6.78%-3.96%-0.88%-7.74%-4.36%-32.57%
202312.39%4.69%3.56%1.92%4.80%10.17%2.17%-0.64%-3.00%3.90%12.89%2.73%70.14%
2022-3.20%6.89%3.05%-9.79%1.29%-9.82%-8.16%1.18%0.06%14.14%12.84%-2.19%2.89%
2021-10.19%0.66%9.97%2.88%6.58%3.06%3.38%-0.76%0.01%-5.22%-13.32%9.85%4.05%
2020-4.59%-9.74%-25.65%6.31%5.25%-8.42%-0.81%-4.08%-3.67%-4.31%36.05%5.02%-17.78%
20195.78%-0.43%1.82%5.75%-3.89%3.97%-6.25%0.73%0.24%-2.80%3.02%3.94%11.64%
20183.88%-5.37%-0.94%5.72%-13.11%5.36%11.79%-2.30%3.22%-14.04%2.83%-0.81%-6.85%
2017-1.29%7.06%9.91%1.72%5.58%4.24%2.58%-0.81%-4.53%-8.14%3.34%4.37%25.14%
20162.67%-1.30%2.91%-3.22%-1.96%2.00%-3.23%2.29%0.54%4.69%-18.42%-2.36%-16.24%
2015-5.08%14.00%-1.85%-3.22%-0.97%0.21%1.74%-1.78%0.25%11.03%-2.07%-4.18%6.47%
2014-7.80%-5.12%8.90%-2.65%4.67%-1.43%0.26%3.22%-5.02%4.55%0.83%-9.28%-10.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FMX is 5, meaning it’s performing worse than 95% of other stocks on our website when it comes to balancing risk and reward. Below is a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FMX is 55
Overall Rank
The Sharpe Ratio Rank of FMX is 11
Sharpe Ratio Rank
The Sortino Ratio Rank of FMX is 33
Sortino Ratio Rank
The Omega Ratio Rank of FMX is 44
Omega Ratio Rank
The Calmar Ratio Rank of FMX is 44
Calmar Ratio Rank
The Martin Ratio Rank of FMX is 1010
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for FMX, currently valued at -1.22, compared to the broader market-2.000.002.004.00-1.221.77
The chart of Sortino ratio for FMX, currently valued at -1.68, compared to the broader market-6.00-4.00-2.000.002.004.006.00-1.682.39
The chart of Omega ratio for FMX, currently valued at 0.78, compared to the broader market0.501.001.502.000.781.32
The chart of Calmar ratio for FMX, currently valued at -0.82, compared to the broader market0.002.004.006.00-0.822.66
The chart of Martin ratio for FMX, currently valued at -1.29, compared to the broader market0.0010.0020.0030.00-1.2910.85
FMX
^GSPC

The current Fomento Económico Mexicano, S.A.B. de C.V. Sharpe ratio is -1.22. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Fomento Económico Mexicano, S.A.B. de C.V. with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.


Rolling 12-month Sharpe Ratio-1.000.001.002.003.00SeptemberOctoberNovemberDecember2025February
-1.22
1.77
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Fomento Económico Mexicano, S.A.B. de C.V. provided a 3.40% dividend yield over the last twelve months, with an annual payout of $3.11 per share. The company has been increasing its dividends for 3 consecutive years.


1.50%2.00%2.50%3.00%3.50%$0.00$0.50$1.00$1.50$2.00$2.50$3.00$3.502015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM2024202320222021202020192018201720162015
Dividend$3.11$3.11$2.08$1.70$1.15$1.42$1.53$1.49$1.36$1.40$1.41

Dividend yield

3.40%3.64%1.60%2.17%1.47%1.88%1.62%1.73%1.45%1.84%1.53%

Monthly Dividends

The table displays the monthly dividend distributions for Fomento Económico Mexicano, S.A.B. de C.V.. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2025$0.00$0.00$0.00
2024$0.00$0.00$0.00$1.13$0.00$0.00$1.02$0.00$0.00$0.96$0.00$0.00$3.11
2023$0.00$0.00$0.00$0.00$1.01$0.00$0.00$0.00$0.00$0.00$1.07$0.00$2.08
2022$0.00$0.00$0.00$0.00$0.85$0.00$0.00$0.00$0.00$0.00$0.85$0.00$1.70
2021$0.00$0.00$0.00$0.00$0.58$0.00$0.00$0.00$0.00$0.00$0.57$0.00$1.15
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.73$0.00$1.42
2019$0.00$0.00$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$0.76$0.00$1.53
2018$0.00$0.00$0.00$0.00$0.76$0.00$0.00$0.00$0.00$0.00$0.74$0.00$1.49
2017$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$0.68$0.00$1.36
2016$0.00$0.00$0.00$0.00$0.72$0.00$0.00$0.00$0.00$0.68$0.00$0.00$1.40
2015$0.74$0.00$0.00$0.00$0.00$0.00$0.67$0.00$1.41

Dividend Yield & Payout


Dividend Yield
100.0%200.0%300.0%400.0%500.0%600.0%700.0%3.4%
Fomento Económico Mexicano, S.A.B. de C.V. has a dividend yield of 3.40%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%63.9%
Fomento Económico Mexicano, S.A.B. de C.V. has a payout ratio of 63.90%, which is quite average when compared to the overall market. This suggests that Fomento Económico Mexicano, S.A.B. de C.V. strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-40.00%-30.00%-20.00%-10.00%0.00%SeptemberOctoberNovemberDecember2025February
-33.88%
0
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Fomento Económico Mexicano, S.A.B. de C.V.. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Fomento Económico Mexicano, S.A.B. de C.V. was 61.02%, occurring on Oct 27, 2008. Recovery took 279 trading sessions.

The current Fomento Económico Mexicano, S.A.B. de C.V. drawdown is 33.88%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-61.02%Aug 7, 200857Oct 27, 2008279Dec 4, 2009336
-56.6%Jul 15, 199841Sep 10, 1998158Apr 28, 1999199
-51.66%Apr 15, 20131904Nov 2, 2020653Jun 8, 20232557
-49.13%Mar 10, 2000199Dec 20, 2000822Apr 2, 20041021
-41.26%Feb 15, 2024223Jan 3, 2025

Volatility

Volatility Chart

The current Fomento Económico Mexicano, S.A.B. de C.V. volatility is 7.67%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


2.00%4.00%6.00%8.00%10.00%SeptemberOctoberNovemberDecember2025February
7.67%
3.19%
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Fomento Económico Mexicano, S.A.B. de C.V. over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Fomento Económico Mexicano, S.A.B. de C.V. compared to its peers in the Beverages - Brewers industry.


PE Ratio
20.040.060.080.045.5
The chart displays the price to earnings (P/E) ratio for FMX in comparison to other companies of the Beverages - Brewers industry. Currently, FMX has a PE value of 45.5. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
1.02.03.04.05.06.00.4
The chart displays the price to earnings to growth (PEG) ratio for FMX in comparison to other companies of the Beverages - Brewers industry. Currently, FMX has a PEG value of 0.4. This PEG ratio falls in the average range for the industry.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Fomento Económico Mexicano, S.A.B. de C.V..


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items
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The information contained herein does not constitute investment advice and made available for educational purposes only. Prices and returns on equities are listed without consideration of fees, commissions, taxes, penalties, or interest payable due to purchasing, holding, or selling.

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