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

Company Info

ISINUS3444191064
CUSIP344419106
SectorConsumer Defensive
IndustryBeverages—Brewers

Highlights

Market Cap$233.07B
EPS$1.15
PE Ratio113.28
PEG Ratio0.41
Revenue (TTM)$702.69B
Gross Profit (TTM)$251.67B
EBITDA (TTM)$74.50B
Year Range$89.94 - $143.43
Target Price$140.77
Short %0.10%
Short Ratio1.26

Share Price Chart


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Fomento Económico Mexicano, S.A.B. de C.V.

Popular comparisons: FMX vs. XLF, FMX vs. VOO, FMX vs. VUG, FMX vs. SPY, FMX vs. QQQ

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.


0.00%10.00%20.00%30.00%40.00%NovemberDecember2024FebruaryMarchApril
19.43%
17.13%
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

S&P 500

Returns By Period

Fomento Económico Mexicano, S.A.B. de C.V. had a return of -7.81% year-to-date (YTD) and 30.79% in the last 12 months. Over the past 10 years, Fomento Económico Mexicano, S.A.B. de C.V. had an annualized return of 4.04%, while the S&P 500 had an annualized return of 10.37%, indicating that Fomento Económico Mexicano, S.A.B. de C.V. did not perform as well as the benchmark.


PeriodReturnBenchmark
Year-To-Date-7.81%5.06%
1 month-4.30%-3.23%
6 months19.43%17.14%
1 year30.79%20.62%
5 years (annualized)6.68%11.54%
10 years (annualized)4.04%10.37%

Monthly Returns Heatmap


JanFebMarAprMayJunJulAugSepOctNovDec
20243.98%-8.34%4.85%
2023-3.00%3.90%12.89%2.73%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of FMX is 84, placing it in the top 16% of the market in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.

The Risk-Adjusted Performance Rank of FMX is 8484
Fomento Económico Mexicano, S.A.B. de C.V.(FMX)
The Sharpe Ratio Rank of FMX is 8585Sharpe Ratio Rank
The Sortino Ratio Rank of FMX is 7979Sortino Ratio Rank
The Omega Ratio Rank of FMX is 8282Omega Ratio Rank
The Calmar Ratio Rank of FMX is 9292Calmar Ratio Rank
The Martin Ratio Rank of FMX is 8484Martin 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.


FMX
Sharpe ratio
The chart of Sharpe ratio for FMX, currently valued at 1.27, compared to the broader market-2.00-1.000.001.002.003.001.27
Sortino ratio
The chart of Sortino ratio for FMX, currently valued at 1.71, compared to the broader market-4.00-2.000.002.004.001.71
Omega ratio
The chart of Omega ratio for FMX, currently valued at 1.26, compared to the broader market0.501.001.501.26
Calmar ratio
The chart of Calmar ratio for FMX, currently valued at 1.90, compared to the broader market0.001.002.003.004.005.001.90
Martin ratio
The chart of Martin ratio for FMX, currently valued at 4.87, compared to the broader market0.0010.0020.0030.004.87
^GSPC
Sharpe ratio
The chart of Sharpe ratio for ^GSPC, currently valued at 1.76, compared to the broader market-2.00-1.000.001.002.003.001.76
Sortino ratio
The chart of Sortino ratio for ^GSPC, currently valued at 2.57, compared to the broader market-4.00-2.000.002.004.002.57
Omega ratio
The chart of Omega ratio for ^GSPC, currently valued at 1.31, compared to the broader market0.501.001.501.31
Calmar ratio
The chart of Calmar ratio for ^GSPC, currently valued at 1.33, compared to the broader market0.001.002.003.004.005.001.33
Martin ratio
The chart of Martin ratio for ^GSPC, currently valued at 7.04, compared to the broader market0.0010.0020.0030.007.04

Sharpe Ratio

The current Fomento Económico Mexicano, S.A.B. de C.V. Sharpe ratio is 1.27. A Sharpe ratio greater than 1.0 is considered acceptable.


Rolling 12-month Sharpe Ratio0.501.001.502.002.503.00NovemberDecember2024FebruaryMarchApril
1.27
1.76
FMX (Fomento Económico Mexicano, S.A.B. de C.V.)
Benchmark (^GSPC)

Dividends

Dividend History

Fomento Económico Mexicano, S.A.B. de C.V. granted a 2.70% dividend yield in the last twelve months. The annual payout for that period amounted to $3.21 per share.


PeriodTTM20232022202120202019201820172016201520142013
Dividend$3.21$2.08$1.70$1.13$1.43$1.52$1.49$1.36$1.40$1.41$0.00$3.14

Dividend yield

2.70%1.60%2.17%1.46%1.89%1.61%1.73%1.45%1.84%1.53%0.00%3.21%

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.


JanFebMarAprMayJunJulAugSepOctNovDec
2024$0.00$0.00$0.00
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
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
2021$0.00$0.00$0.00$0.00$0.57$0.00$0.00$0.00$0.00$0.00$0.56$0.00
2020$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.70$0.00$0.00$0.73$0.00
2019$0.00$0.00$0.00$0.00$0.77$0.00$0.00$0.00$0.00$0.00$0.75$0.00
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
2017$0.00$0.00$0.00$0.00$0.69$0.00$0.00$0.00$0.00$0.00$0.67$0.00
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
2015$0.00$0.00$0.00$0.00$0.74$0.00$0.00$0.00$0.00$0.00$0.67$0.00
2014$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00$0.00
2013$0.82$0.00$0.00$0.00$0.00$0.00$0.78$1.53

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%2.7%
Fomento Económico Mexicano, S.A.B. de C.V. has a dividend yield of 2.70%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%48.5%
Fomento Económico Mexicano, S.A.B. de C.V. has a payout ratio of 48.53%, 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.


-15.00%-10.00%-5.00%0.00%NovemberDecember2024FebruaryMarchApril
-15.47%
-4.63%
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 15.47%.


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
-49.14%Mar 10, 2000199Dec 20, 2000822Apr 2, 20041021
-31.83%Feb 15, 2007195Nov 21, 200795Apr 10, 2008290

Volatility

Volatility Chart

The current Fomento Económico Mexicano, S.A.B. de C.V. volatility is 5.92%, 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.


0.00%5.00%10.00%15.00%NovemberDecember2024FebruaryMarchApril
5.92%
3.27%
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

Income Statement


Income Statement
Balance Sheet
Cash Flow
Annual
Quarterly

TTM
Revenue

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Cost Of Revenue

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Gross Profit

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Operating Expenses

Selling, General & Admin Expenses

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R&D Expenses

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Total Operating Expenses

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Income

Income Before Tax

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Operating Income

0.00

EBIT

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Earnings From Continuing Operations

0.00

Net Income

0.00

Income Tax Expense

0.00

Interest Expense

0.00

Other Non-Operating Income (Expenses)

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Extraordinary Items

0.00

Discontinued Operations

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Effect Of Accounting Charges

0.00

Non Recurring

0.00

Minority Interest

0.00

Other Items

0.00
Values in undefined except per share items