FOMENTO ECONOMICO MEX-SP ADR (FMX) Fundamental Analysis & Valuation

NYSE:FMX • US3444191064

Current stock price

112.01 USD
-1.67 (-1.47%)
At close:
112.01 USD
0 (0%)
After Hours:

This FMX fundamental analysis includes valuation metrics, fair value assessment, financial health analysis, profitability trends, growth metrics and dividend sustainability analysis.

4

1. FMX Profitability Analysis

1.1 Basic Checks

  • In the past year FMX was profitable.
  • FMX had a positive operating cash flow in the past year.
  • In the past 5 years FMX has always been profitable.
  • In the past 5 years FMX always reported a positive cash flow from operatings.
FMX Yearly Net Income VS EBIT VS OCF VS FCFFMX Yearly Net Income VS EBIT VS OCF VS FCFYearly Net Income VS EBIT VS OCF VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B

1.2 Ratios

  • Looking at the Return On Assets, with a value of 2.44%, FMX is doing worse than 60.61% of the companies in the same industry.
  • The Return On Equity of FMX (7.94%) is comparable to the rest of the industry.
  • FMX has a Return On Invested Capital (7.38%) which is in line with its industry peers.
  • The Average Return On Invested Capital over the past 3 years for FMX is significantly below the industry average of 11.83%.
  • The 3 year average ROIC (6.54%) for FMX is below the current ROIC(7.38%), indicating increased profibility in the last year.
Industry RankSector Rank
ROA 2.44%
ROE 7.94%
ROIC 7.38%
ROA(3y)4.58%
ROA(5y)4.12%
ROE(3y)12.85%
ROE(5y)11.7%
ROIC(3y)6.54%
ROIC(5y)6.35%
FMX Yearly ROA, ROE, ROICFMX Yearly ROA, ROE, ROICYearly ROA, ROE, ROIC 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 5 10 15 20

1.3 Margins

  • Looking at the Profit Margin, with a value of 2.31%, FMX is doing worse than 63.64% of the companies in the same industry.
  • FMX's Profit Margin has declined in the last couple of years.
  • FMX's Operating Margin of 8.35% is on the low side compared to the rest of the industry. FMX is outperformed by 60.61% of its industry peers.
  • FMX's Operating Margin has been stable in the last couple of years.
  • FMX's Gross Margin of 40.62% is in line compared to the rest of the industry. FMX outperforms 42.42% of its industry peers.
  • FMX's Gross Margin has been stable in the last couple of years.
Industry RankSector Rank
OM 8.35%
PM (TTM) 2.31%
GM 40.62%
OM growth 3Y-7.18%
OM growth 5Y0.89%
PM growth 3Y-16.75%
PM growth 5YN/A
GM growth 3Y0.13%
GM growth 5Y1.09%
FMX Yearly Profit, Operating, Gross MarginsFMX Yearly Profit, Operating, Gross MarginsYearly Profit, Operating, Gross Margins 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 10 20 30 40

More info and screens

ROAROEROICOperating and Profit MarginShow most profitable peers

4

2. FMX Health Analysis

2.1 Basic Checks

  • FMX has a Return on Invested Capital (ROIC), which is just above the Cost of Capital (WACC), which means it is creating some value.
  • FMX has less shares outstanding than it did 1 year ago.
  • FMX has less shares outstanding than it did 5 years ago.
  • The debt/assets ratio for FMX is higher compared to a year ago.
FMX Yearly Shares OutstandingFMX Yearly Shares OutstandingYearly Shares Outstanding 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100M 200M 300M
FMX Yearly Total Debt VS Total AssetsFMX Yearly Total Debt VS Total AssetsYearly Total Debt VS Total Assets 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 200B 400B 600B 800B

2.2 Solvency

  • FMX has an Altman-Z score of 2.70. This is not the best score and indicates that FMX is in the grey zone with still only limited risk for bankruptcy at the moment.
  • The Altman-Z score of FMX (2.70) is better than 60.61% of its industry peers.
  • FMX has a debt to FCF ratio of 8.87. This is a slightly negative value and a sign of low solvency as FMX would need 8.87 years to pay back of all of its debts.
  • FMX's Debt to FCF ratio of 8.87 is in line compared to the rest of the industry. FMX outperforms 45.45% of its industry peers.
  • FMX has a Debt/Equity ratio of 0.93. This is a neutral value indicating FMX is somewhat dependend on debt financing.
  • The Debt to Equity ratio of FMX (0.93) is worse than 60.61% of its industry peers.
Industry RankSector Rank
Debt/Equity 0.93
Debt/FCF 8.87
Altman-Z 2.7
ROIC/WACC1.18
WACC6.25%
FMX Yearly LT Debt VS Equity VS FCFFMX Yearly LT Debt VS Equity VS FCFYearly LT Debt VS Equity VS FCF 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100B 200B 300B

2.3 Liquidity

  • A Current Ratio of 1.35 indicates that FMX should not have too much problems paying its short term obligations.
  • FMX has a Current ratio (1.35) which is in line with its industry peers.
  • A Quick Ratio of 1.02 indicates that FMX should not have too much problems paying its short term obligations.
  • FMX has a Quick ratio of 1.02. This is in the better half of the industry: FMX outperforms 66.67% of its industry peers.
Industry RankSector Rank
Current Ratio 1.35
Quick Ratio 1.02
FMX Yearly Current Assets VS Current LiabilitesFMX Yearly Current Assets VS Current LiabilitesYearly Current Assets VS Current Liabilites 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 100B 200B 300B

More info and screens

WACCDebt/EquityHow to determine the health of a companyAltman-Z scoreShow peers with great health

3

3. FMX Growth Analysis

3.1 Past

  • FMX shows a strong negative growth in Earnings Per Share. In the last year the EPS decreased by -29.18%.
  • The Earnings Per Share has been growing slightly by 6.12% on average over the past years.
  • The Revenue for FMX has decreased by -12.15% in the past year. This is quite bad
  • The Revenue has been growing by 11.27% on average over the past years. This is quite good.
EPS 1Y (TTM)-29.18%
EPS 3Y6.12%
EPS 5YN/A
EPS Q2Q%-19.61%
Revenue 1Y (TTM)-12.15%
Revenue growth 3Y12.1%
Revenue growth 5Y11.27%
Sales Q2Q%5.66%

3.2 Future

  • FMX is expected to show a very negative growth in Earnings Per Share. In the coming years, the EPS will decrease by -38.99% yearly.
  • FMX is expected to show a small growth in Revenue. In the coming years, the Revenue will grow by 6.46% yearly.
EPS Next Y14.94%
EPS Next 2Y14.31%
EPS Next 3Y11.3%
EPS Next 5Y-38.99%
Revenue Next Year7.99%
Revenue Next 2Y8.16%
Revenue Next 3Y7.8%
Revenue Next 5Y6.46%

3.3 Evolution

  • When comparing the EPS growth rate of the last years to the growth rate of the upcoming years, we see that the growth is decreasing.
  • The Revenue growth rate is decreasing: in the next years the growth will be less than in the last years.
FMX Yearly Revenue VS EstimatesFMX Yearly Revenue VS EstimatesYearly Revenue VS Estimates 2015 2017 2019 2021 2023 2025 2027 2029 2031 2033 500B 1T
FMX Yearly EPS VS EstimatesFMX Yearly EPS VS EstimatesYearly EPS VS Estimates 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2030 2031 2032 0 200 400 600 800

More info and screens

Find the best growth stocksShow best growing peers

8

4. FMX Valuation Analysis

4.1 Price/Earnings Ratio

  • Based on the Price/Earnings ratio of 4.72, the valuation of FMX can be described as very cheap.
  • Based on the Price/Earnings ratio, FMX is valued cheaply inside the industry as 93.94% of the companies are valued more expensively.
  • The average S&P500 Price/Earnings ratio is at 26.54. FMX is valued rather cheaply when compared to this.
  • Based on the Price/Forward Earnings ratio of 4.11, the valuation of FMX can be described as very cheap.
  • Compared to the rest of the industry, the Price/Forward Earnings ratio of FMX indicates a rather cheap valuation: FMX is cheaper than 96.97% of the companies listed in the same industry.
  • FMX is valuated cheaply when we compare the Price/Forward Earnings ratio to 21.68, which is the current average of the S&P500 Index.
Industry RankSector Rank
PE 4.72
Fwd PE 4.11
FMX Price Earnings VS Forward Price EarningsFMX Price Earnings VS Forward Price Earnings ChartPrice Earnings - Forward Price Earnings PE FPE 5 10 15 20 25

4.2 Price Multiples

  • FMX's Enterprise Value to EBITDA ratio is rather cheap when compared to the industry. FMX is cheaper than 93.94% of the companies in the same industry.
  • Based on the Price/Free Cash Flow ratio, FMX is valued a bit cheaper than 63.64% of the companies in the same industry.
Industry RankSector Rank
P/FCF 23.27
EV/EBITDA 6.9
FMX Per share dataFMX EPS, Sales, OCF, FCF, BookValue per sharePer Share Data Per Share 20 40 60 80 100

4.3 Compensation for Growth

  • FMX's low PEG Ratio(NY), which compensates the Price/Earnings for growth, indicates a rather cheap valuation of the company.
PEG (NY)0.32
PEG (5Y)N/A
EPS Next 2Y14.31%
EPS Next 3Y11.3%

More info and screens

Price/EarningsPrice/FCFFCF per shareEV/EBITDAPEG RATIOShow best valued peers

4

5. FMX Dividend Analysis

5.1 Amount

  • FMX has a Yearly Dividend Yield of 1.73%.
  • Compared to an average industry Dividend Yield of 1.69, FMX has a dividend in line with its industry peers.
  • FMX's Dividend Yield is comparable with the S&P500 average which is at 1.82.
Industry RankSector Rank
Dividend Yield 1.73%

5.2 History

  • The dividend of FMX is nicely growing with an annual growth rate of 43.68%!
  • FMX has been paying a dividend for at least 10 years, so it has a reliable track record.
  • FMX has not decreased its dividend in the last 3 years.
Dividend Growth(5Y)43.68%
Div Incr Years4
Div Non Decr Years4
FMX Yearly Dividends per shareFMX Yearly Dividends per shareYearly Dividends per share 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2 4 6

5.3 Sustainability

  • FMX pays out 256.79% of its income as dividend. This is not a sustainable payout ratio.
  • The Dividend Rate of FMX has been growing, while earnings will be declining. This means the dividend growth is most likely not sustainable.
DP256.79%
EPS Next 2Y14.31%
EPS Next 3Y11.3%
FMX Yearly Income VS Free CF VS DividendFMX Yearly Income VS Free CF VS DividendYearly Income VS Free CF VS Dividend 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 0 20B 40B 60B
FMX Dividend Payout.FMX Dividend Payout, showing the Payout Ratio.FMX Dividend Payout.PayoutRetained Earnings

More info and screens

Find the best dividend stocksShow peers with best dividend

FMX Fundamentals: All Metrics, Ratios and Statistics

FOMENTO ECONOMICO MEX-SP ADR

NYSE:FMX (4/29/2026, 7:12:09 PM)

After market: 112.01 0 (0%)

112.01

-1.67 (-1.47%)

Chartmill FA Rating
GICS SectorConsumer Staples
GICS IndustryGroupFood, Beverage & Tobacco
GICS IndustryBeverages
Industry StrengthN/A
Industry GrowthN/A
Earnings (Last)04-27
Earnings (Next)07-27
Inst Owners20.74%
Inst Owner Change1.14%
Ins OwnersN/A
Ins Owner Change-1.72%
Market Cap38.70B
Revenue(TTM)841.93B
Net Income(TTM)19.44B
Analysts81
Price Target136.97 (22.28%)
Short Float %1.49%
Short Ratio1.54
Dividend
Industry RankSector Rank
Dividend Yield 1.73%
Yearly Dividend15.62
Dividend Growth(5Y)43.68%
DP256.79%
Div Incr Years4
Div Non Decr Years4
Ex-Date04-22
Surprises & Revisions
EPS beat(2)0
Avg EPS beat(2)-18.08%
Min EPS beat(2)-25.44%
Max EPS beat(2)-10.72%
EPS beat(4)1
Avg EPS beat(4)2.75%
Min EPS beat(4)-26.96%
Max EPS beat(4)74.12%
EPS beat(8)3
Avg EPS beat(8)8.98%
EPS beat(12)5
Avg EPS beat(12)-2.93%
EPS beat(16)6
Avg EPS beat(16)-4.97%
Revenue beat(2)0
Avg Revenue beat(2)-3.38%
Min Revenue beat(2)-3.99%
Max Revenue beat(2)-2.76%
Revenue beat(4)0
Avg Revenue beat(4)-3.7%
Min Revenue beat(4)-4.66%
Max Revenue beat(4)-2.76%
Revenue beat(8)0
Avg Revenue beat(8)-3.26%
Revenue beat(12)0
Avg Revenue beat(12)-3.73%
Revenue beat(16)4
Avg Revenue beat(16)3.87%
PT rev (1m)25.78%
PT rev (3m)31.99%
EPS NQ rev (1m)-0.46%
EPS NQ rev (3m)0.23%
EPS NY rev (1m)-0.01%
EPS NY rev (3m)5.63%
Revenue NQ rev (1m)1.09%
Revenue NQ rev (3m)0.02%
Revenue NY rev (1m)-0.04%
Revenue NY rev (3m)-0.34%
Valuation
Industry RankSector Rank
PE 4.72
Fwd PE 4.11
P/S 0.8
P/FCF 23.27
P/OCF 9.51
P/B 2.76
P/tB 6.79
EV/EBITDA 6.9
EPS(TTM)23.73
EY21.19%
EPS(NY)27.27
Fwd EY24.35%
FCF(TTM)4.81
FCFY4.3%
OCF(TTM)11.78
OCFY10.52%
SpS139.58
BVpS40.61
TBVpS16.49
PEG (NY)0.32
PEG (5Y)N/A
Graham Number147.258 (31.47%)
Profitability
Industry RankSector Rank
ROA 2.44%
ROE 7.94%
ROCE 12%
ROIC 7.38%
ROICexc 9.41%
ROICexgc 13.72%
OM 8.35%
PM (TTM) 2.31%
GM 40.62%
FCFM 3.45%
ROA(3y)4.58%
ROA(5y)4.12%
ROE(3y)12.85%
ROE(5y)11.7%
ROIC(3y)6.54%
ROIC(5y)6.35%
ROICexc(3y)8.91%
ROICexc(5y)8.26%
ROICexgc(3y)13.06%
ROICexgc(5y)12.26%
ROCE(3y)10.61%
ROCE(5y)10.28%
ROICexgc growth 3Y7.35%
ROICexgc growth 5Y11.1%
ROICexc growth 3Y9.49%
ROICexc growth 5Y11.96%
OM growth 3Y-7.18%
OM growth 5Y0.89%
PM growth 3Y-16.75%
PM growth 5YN/A
GM growth 3Y0.13%
GM growth 5Y1.09%
F-Score4
Asset Turnover1.06
Health
Industry RankSector Rank
Debt/Equity 0.93
Debt/FCF 8.87
Debt/EBITDA 1.99
Cap/Depr 95.26%
Cap/Sales 4.99%
Interest Coverage 4.12
Cash Conversion 62.11%
Profit Quality 149.33%
Current Ratio 1.35
Quick Ratio 1.02
Altman-Z 2.7
F-Score4
WACC6.25%
ROIC/WACC1.18
Cap/Depr(3y)110.32%
Cap/Depr(5y)103.01%
Cap/Sales(3y)5.55%
Cap/Sales(5y)5.2%
Profit Quality(3y)88.53%
Profit Quality(5y)107.37%
High Growth Momentum
Growth
EPS 1Y (TTM)-29.18%
EPS 3Y6.12%
EPS 5YN/A
EPS Q2Q%-19.61%
EPS Next Y14.94%
EPS Next 2Y14.31%
EPS Next 3Y11.3%
EPS Next 5Y-38.99%
Revenue 1Y (TTM)-12.15%
Revenue growth 3Y12.1%
Revenue growth 5Y11.27%
Sales Q2Q%5.66%
Revenue Next Year7.99%
Revenue Next 2Y8.16%
Revenue Next 3Y7.8%
Revenue Next 5Y6.46%
EBIT growth 1Y-13.61%
EBIT growth 3Y4.05%
EBIT growth 5Y12.26%
EBIT Next Year77.95%
EBIT Next 3Y28.52%
EBIT Next 5Y16.4%
FCF growth 1Y17.35%
FCF growth 3Y10.71%
FCF growth 5Y-2.55%
OCF growth 1Y-1.94%
OCF growth 3Y9.35%
OCF growth 5Y5.98%

FOMENTO ECONOMICO MEX-SP ADR / FMX Fundamental Analysis FAQ

What is the fundamental rating for FMX stock?

ChartMill assigns a fundamental rating of 4 / 10 to FMX.


What is the valuation status of FOMENTO ECONOMICO MEX-SP ADR (FMX) stock?

ChartMill assigns a valuation rating of 8 / 10 to FOMENTO ECONOMICO MEX-SP ADR (FMX). This can be considered as Undervalued.


How profitable is FOMENTO ECONOMICO MEX-SP ADR (FMX) stock?

FOMENTO ECONOMICO MEX-SP ADR (FMX) has a profitability rating of 4 / 10.


What are the PE and PB ratios of FOMENTO ECONOMICO MEX-SP ADR (FMX) stock?

The Price/Earnings (PE) ratio for FOMENTO ECONOMICO MEX-SP ADR (FMX) is 4.72 and the Price/Book (PB) ratio is 2.76.


What is the financial health of FOMENTO ECONOMICO MEX-SP ADR (FMX) stock?

The financial health rating of FOMENTO ECONOMICO MEX-SP ADR (FMX) is 4 / 10.