Fomento Económico Mexicano, S.A.B. de C.V. (FMX)

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Fomento Económico Mexicano, S.A.B. de C.V. (FMX) is up 25.0% since the beginning of the year. At $120 per share, FMX is trading 4.4% below its 52-week high of $126. Investors who bought $1,000 worth of FMX shares 5 years ago would now be looking at an investment worth $1,788.

Fomento Económico Mexicano, S.A.B. de C.V. (FMX) has returned 24.95% so far this year and 23.46% over the past 12 months. Over the last ten years, FMX has returned 5.80% per year, falling short of the S&P 500 Index benchmark, which averaged 13.75% annually.

Based on dividend-adjusted daily data since May 11, 1998, FMX's average daily return is +0.06%, while the average monthly return is +1.25%. At this rate, an investment would double in approximately 4.6 years.

Historically, 57% of months were positive and 43% were negative. The best month was Nov 2020 with a return of +36.1%, while the worst month was Aug 1998 at -44.7%. The longest winning streak lasted 7 consecutive months, and the longest losing streak was 5 months.

On a daily basis, FMX closed higher 51% of trading days. The best single day was Sep 15, 1998 with a return of +33.6%, while the worst single day was Aug 27, 1998 at -16.9%.

Fomento Económico Mexicano, S.A.B. de C.V. has an annualized alpha of 8.38%, beta of 0.91, and R2 of 0.28 versus S&P 500 Index. Calculated based on daily prices since May 12, 1998.

• This stock captured 102.13% of S&P 500 Index gains but only 85.47% of its losses - a favorable profile for investors.
• R2 of 0.28 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

FMX ranks 65 for risk / return — better than 65% of stocks on our site. You're getting solid returns for the risk taken. A good sign, especially for investors who want growth without excessive volatility.

The table below present risk-adjusted performance metrics for Fomento Económico Mexicano, S.A.B. de C.V. (FMX) and compare them to S&P 500 Index.

Fomento Económico Mexicano, S.A.B. de C.V. provided a 7.68% dividend yield over the last twelve months, with an annual payout of $9.22 per share. The company has been increasing its dividends for 4 consecutive years.

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.

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.

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 278 trading sessions.

The current Fomento Económico Mexicano, S.A.B. de C.V. drawdown is 3.79%.

The chart below shows the rolling one-month volatility.

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.

The Valuation section provides an overview of how Fomento Económico Mexicano, S.A.B. de C.V. is priced in the market compared to other companies in the Beverages - Brewers industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.