(FMX) Fomento Economico Mexicano - Ratings and Ratios
Beverages, Fuel, Retail, Logistics, Groceries, Pharmacies
FMX EPS (Earnings per Share)
FMX Revenue
Description: FMX Fomento Economico Mexicano
Fomento Economico Mexicano (NYSE:FMX) is a leading franchise bottler of Coca-Cola trademark beverages worldwide, operating in multiple countries across the Americas and Europe. The companys diverse business segments include Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others, showcasing its broad presence in the beverage, retail, and healthcare industries.
Beyond its core beverage business, FMX has a significant presence in the retail sector through its OXXO convenience store chain, operating in multiple countries, including Mexico, Colombia, Peru, Chile, Brazil, and the United States. Additionally, the company has a substantial footprint in the healthcare industry through its drugstore chains, including Cruz Verde, Fybeca, Sana Sana, YZA, La Moderna, and Farmacon, operating in Chile, Colombia, Ecuador, and Mexico.
From a financial perspective, FMX has demonstrated a strong track record of revenue growth, driven by its diversified business segments and geographic presence. Key performance indicators (KPIs) such as revenue growth rate, EBITDA margin, and return on equity (RoE) are crucial in evaluating the companys financial health. With a RoE of 10.99%, FMX is generating returns that are slightly above the industry average. The companys market capitalization stands at $36.67 billion USD, indicating its significant size and market presence.
To further analyze FMXs performance, other relevant KPIs include its debt-to-equity ratio, interest coverage ratio, and dividend yield. A review of these metrics can provide insights into the companys capital structure, ability to service its debt, and attractiveness to income-seeking investors. With a P/E ratio of 27.10 and a forward P/E ratio of 36.23, FMX is trading at a premium to its historical earnings, potentially reflecting market expectations for future growth.
Overall, Fomento Economico Mexicanos diversified business model, geographic presence, and financial performance make it an attractive investment opportunity for investors seeking exposure to the beverage, retail, and healthcare industries in emerging markets. A thorough analysis of the companys KPIs and financial metrics is essential to understanding its investment potential and making informed investment decisions.
FMX Stock Overview
| Market Cap in USD | 174,501m |
| Sub-Industry | Soft Drinks & Non-alcoholic Beverages |
| IPO / Inception | 1998-05-11 |
FMX Stock Ratings
| Growth Rating | 40.5% |
| Fundamental | 75.0% |
| Dividend Rating | 85.9% |
| Return 12m vs S&P 500 | -24.5% |
| Analyst Rating | 3.77 of 5 |
FMX Dividends
| Dividend Yield 12m | 6.25% |
| Yield on Cost 5y | 11.22% |
| Annual Growth 5y | 16.94% |
| Payout Consistency | 87.7% |
| Payout Ratio | 2.2% |
FMX Growth Ratios
| Growth Correlation 3m | -90.7% |
| Growth Correlation 12m | 32% |
| Growth Correlation 5y | 75.3% |
| CAGR 5y | 11.79% |
| CAGR/Max DD 5y | 0.29 |
| Sharpe Ratio 12m | -0.85 |
| Alpha | -18.61 |
| Beta | 0.233 |
| Volatility | 23.54% |
| Current Volume | 637.1k |
| Average Volume 20d | 905.5k |
| Stop Loss | 85 (-3.1%) |
| Signal | 0.70 |
Piotroski VR‑10 (Strict, 0-10) 6.5
| Net Income (25.40b TTM) > 0 and > 6% of Revenue (6% = 48.76b TTM) |
| FCFTA 0.03 (>2.0%) and ΔFCFTA -0.29pp (YES ≥ +1.0pp, WARN ≥ +0.5pp) |
| NWC/Revenue 10.08% (prev 20.15%; Δ -10.08pp) (YES ≤20% & Δ≤-1pp; WARN ≤25% & Δ≤0 oder ≤40% & Δ≤-3pp) |
| CFO/TA 0.14 (>3.0%) and CFO 114.42b > Net Income 25.40b (YES >=105%, WARN >=100%) |
| Net Debt (135.66b) to EBITDA (75.93b) ratio: 1.79 <= 3.0 (WARN <= 3.5) |
| Current Ratio 1.34 (target 1.5–3.0; WARN 1.2–<1.5 or >3.0–5.0; CFO/TA gate active) |
| Outstanding Shares last Quarter (173.5m) change vs 12m ago -90.12% (target <= -2.0% for YES) |
| Gross Margin 41.27% (prev 40.96%; Δ 0.31pp) >=18% & Δ>=+0.5pp (WARN >=15% & Δ>=0) |
| Asset Turnover 98.42% (prev 88.81%; Δ 9.61pp) >=50% & Δ>=+2pp (WARN >=35% & Δ>=0) |
| Interest Coverage Ratio 3.53 (EBITDA TTM 75.93b / Interest Expense TTM 17.76b) >= 6 (WARN >= 3) |
Altman Z'' 2.76
| (A) 0.10 = (Total Current Assets 323.26b - Total Current Liabilities 241.37b) / Total Assets 831.04b |
| (B) 0.32 = Retained Earnings (Balance) 266.69b / Total Assets 831.04b |
| (C) 0.08 = EBIT TTM 62.64b / Avg Total Assets 825.73b |
| (D) 0.53 = Book Value of Equity 269.94b / Total Liabilities 505.99b |
| Total Rating: 2.76 = (6.56 * A) + (3.26 * B) + (6.72 * C) + (1.05 * D) |
ValueRay F-Score (Strict, 0-100) 74.97
| 1. Piotroski 6.50pt = 1.50 |
| 2. FCF Yield 0.72% = 0.36 |
| 3. FCF Margin 2.98% = 0.74 |
| 4. Debt/Equity 0.71 = 2.26 |
| 5. Debt/Ebitda 2.25 = -0.49 |
| 6. ROIC - WACC 10.62% = 12.50 |
| 7. RoE 8.23% = 0.69 |
| 8. Rev. Trend 64.68% = 3.23 |
| 9. Rev. CAGR 7.86% = 0.98 |
| 10. EPS Trend 27.97% = 0.70 |
| 11. EPS CAGR 41.55% = 2.50 |
What is the price of FMX shares?
Over the past week, the price has changed by +0.78%, over one month by -4.74%, over three months by -16.28% and over the past year by -11.09%.
Is Fomento Economico Mexicano a good stock to buy?
Based on momentum, paid dividends and discounted-cash-flow analyses, the fair value of FMX is around 84.66 USD . This means that FMX is currently overvalued and has a potential downside of -3.44%.
Is FMX a buy, sell or hold?
- Strong Buy: 3
- Buy: 4
- Hold: 6
- Sell: 0
- Strong Sell: 0
What are the forecasts/targets for the FMX price?
| Issuer | Target | Up/Down from current |
|---|---|---|
| Wallstreet Target Price | 111.4 | 27% |
| Analysts Target Price | 112.5 | 28.3% |
| ValueRay Target Price | 92.8 | 5.9% |
Last update: 2025-08-21 11:19
FMX Fundamental Data Overview
CCE Cash And Equivalents = 65.51b MXN (last quarter)
P/E Trailing = 25.6182
P/E Forward = 32.4675
P/S = 0.2147
P/B = 11.3773
P/EG = 2.3079
Beta = 0.333
Revenue TTM = 812.67b MXN
EBIT TTM = 62.64b MXN
EBITDA TTM = 75.93b MXN
Long Term Debt = 136.22b MXN (from longTermDebt, last quarter)
Short Term Debt = 34.81b MXN (from shortTermDebt, last quarter)
Debt = 171.03b MXN (Calculated: Short Term 34.81b + Long Term 136.22b)
Net Debt = 135.66b MXN (from netDebt column, last quarter)
Enterprise Value = 3361.84b MXN (3256.32b + Debt 171.03b - CCE 65.51b)
Interest Coverage Ratio = 3.53 (Ebit TTM 62.64b / Interest Expense TTM 17.76b)
FCF Yield = 0.72% (FCF TTM 24.20b / Enterprise Value 3361.84b)
FCF Margin = 2.98% (FCF TTM 24.20b / Revenue TTM 812.67b)
Net Margin = 3.13% (Net Income TTM 25.40b / Revenue TTM 812.67b)
Gross Margin = 41.27% ((Revenue TTM 812.67b - Cost of Revenue TTM 477.32b) / Revenue TTM)
Tobins Q-Ratio = 12.45 (Enterprise Value 3361.84b / Book Value Of Equity 269.94b)
Interest Expense / Debt = 3.10% (Interest Expense 5.30b / Debt 171.03b)
Taxrate = 38.22% (from yearly Income Tax Expense: 25.43b / 66.55b)
NOPAT = 38.70b (EBIT 62.64b * (1 - 38.22%))
Current Ratio = 1.34 (Total Current Assets 323.26b / Total Current Liabilities 241.37b)
Debt / Equity = 0.71 (Debt 171.03b / last Quarter total Stockholder Equity 241.42b)
Debt / EBITDA = 2.25 (Net Debt 135.66b / EBITDA 75.93b)
Debt / FCF = 7.07 (Debt 171.03b / FCF TTM 24.20b)
Total Stockholder Equity = 308.73b (last 4 quarters mean)
RoA = 3.06% (Net Income 25.40b, Total Assets 831.04b )
RoE = 8.23% (Net Income TTM 25.40b / Total Stockholder Equity 308.73b)
RoCE = 14.08% (Ebit 62.64b / (Equity 308.73b + L.T.Debt 136.22b))
RoIC = 17.24% (NOPAT 38.70b / Invested Capital 224.48b)
WACC = 6.62% (E(3256.32b)/V(3427.35b) * Re(6.87%)) + (D(171.03b)/V(3427.35b) * Rd(3.10%) * (1-Tc(0.38)))
Shares Correlation 5-Years: -70.70 | Cagr: -44.20%
Discount Rate = 6.87% (= CAPM, Blume Beta Adj.) -> floored to rf + ERP 8.05%
[DCF Debug] Terminal Value 74.85% ; FCFE base≈25.01b ; Y1≈20.31b ; Y5≈14.20b
Fair Price DCF = 151.5 (DCF Value 262.76b / Shares Outstanding 1.73b; 5y FCF grow -22.58% → 3.0% )
Revenue Correlation: 64.68 | Revenue CAGR: 7.86%
Rev Growth-of-Growth: 8.17
EPS Correlation: 27.97 | EPS CAGR: 41.55%
EPS Growth-of-Growth: 125.0
Additional Sources for FMX Stock
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Fund Manager Positions: Dataroma | Stockcircle