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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

IPO Date

May 11, 1998

Highlights

Market Cap

$177.01B

EPS (TTM)

$3.46

PE Ratio

29.49

PEG Ratio

0.38

Total Revenue (TTM)

$799.65B

Gross Profit (TTM)

$331.63B

EBITDA (TTM)

$88.03B

Year Range

$78.82 - $117.49

Target Price

$112.47

Short %

0.10%

Short Ratio

1.67

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.


Performance

Performance Chart


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Returns By Period

Fomento Económico Mexicano, S.A.B. de C.V. (FMX) returned 22.78% year-to-date (YTD) and -11.63% over the past 12 months. Over the past 10 years, FMX returned 2.90% annually, underperforming the S&P 500 benchmark at 10.46%.


FMX

YTD

22.78%

1M

7.32%

6M

8.36%

1Y

-11.63%

5Y*

11.74%

10Y*

2.90%

^GSPC (Benchmark)

YTD

-3.77%

1M

7.44%

6M

-5.60%

1Y

8.37%

5Y*

14.12%

10Y*

10.46%

*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
20250.90%10.27%3.72%9.81%-3.11%22.78%
20243.98%-8.34%4.85%-8.84%-2.58%-6.08%3.31%-6.78%-3.96%-0.89%-7.74%-4.36%-32.58%
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%1.30%-9.82%-8.16%1.18%0.06%14.14%12.84%-2.19%2.90%
2021-10.19%0.66%9.97%2.88%6.59%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%-5.01%4.55%0.83%-9.28%-10.05%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of FMX is 31, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of FMX is 3131
Overall Rank
The Sharpe Ratio Rank of FMX is 2727
Sharpe Ratio Rank
The Sortino Ratio Rank of FMX is 2626
Sortino Ratio Rank
The Omega Ratio Rank of FMX is 2727
Omega Ratio Rank
The Calmar Ratio Rank of FMX is 3535
Calmar Ratio Rank
The Martin Ratio Rank of FMX is 3939
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.


The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.

Fomento Económico Mexicano, S.A.B. de C.V. Sharpe ratios as of May 11, 2025 (values are recalculated daily):

  • 1-Year: -0.44
  • 5-Year: 0.43
  • 10-Year: 0.11
  • All Time: 0.30

These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns (including price changes and dividends).

The chart below shows the rolling Sharpe ratio of Fomento Económico Mexicano, S.A.B. de C.V. compared to the selected benchmark. This view highlights how the investment's risk-adjusted performance has changed over time. For deeper analysis or to customize the calculation, use the Sharpe ratio tool.


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Dividends

Dividend History

Fomento Económico Mexicano, S.A.B. de C.V. provided a 4.61% dividend yield over the last twelve months, with an annual payout of $4.71 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$4.71$3.11$2.08$1.70$1.15$1.42$1.53$1.49$1.36$1.40$1.41

Dividend yield

4.61%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$0.90$0.00$0.00$1.83$0.00$2.72
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

Fomento Económico Mexicano, S.A.B. de C.V. has a dividend yield of 4.61%, which is quite average when compared to the overall market.

Payout Ratio

Fomento Económico Mexicano, S.A.B. de C.V. has a payout ratio of 101.85%, which is above the market average. This might signify the company's strong earnings or financial health. However, it could also hint at a more mature business phase with potentially slower growth.

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.


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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 24.10%.


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
-41.26%Feb 15, 2024223Jan 3, 2025

Volatility

Volatility Chart

The chart below shows the rolling one-month volatility.


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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

Earnings Per Share

The chart presents the Earnings Per Share (EPS) performance of Fomento Económico Mexicano, S.A.B. de C.V., comparing actual results with analytics estimates. In the past quarter, the company did not meet analyst expectations for EPS, resulting in a surprise of -62.6%.


0.000.501.001.502.002.5020212022202320242025
0.26
0.69
Actual
Estimate

Valuation

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.


PE Ratio

The chart displays the Price-to-Earnings (P/E) ratio for FMX, comparing it with other companies in the Beverages - Brewers industry. Currently, FMX has a P/E ratio of 29.5. This P/E ratio is significantly higher than those of industry peers. This could indicate that the stock is overvalued or that investors expect strong future growth.

PEG Ratio

The chart shows the Price/Earnings to Growth (PEG) ratio for FMX compared to other companies in the Beverages - Brewers industry. FMX currently has a PEG ratio of 0.4. This PEG ratio is low compared to industry peers, which could indicate the stock is undervalued relative to its expected growth.

PS Ratio

This chart shows the Price-to-Sales (P/S) ratio for FMX relative to other companies in the Beverages - Brewers industry. Currently, FMX has a P/S ratio of 0.2. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.

PB Ratio

The chart illustrates the Price-to-Book (P/B) ratio for FMX in comparison with other companies in the Beverages - Brewers industry. Currently, FMX has a P/B value of 11.5. This P/B ratio is higher than most companies in the industry. It may suggest the stock is overvalued or that investors expect the company to generate high returns on its assets.

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