FMX
BEARISH
$113.73
Live
Fomento Económico Mexicano, S.A.B. de C.V. · NYSE
Target $121.16
(+6.5%)
$83.08
52W Range
$119.21
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 27, 2026
Market cap
$39.3B
P/E
38.16
ROE
8.9%
Profit margin
2.3%
Debt/Equity
0.78
Dividend yield
5.89%
AI Analysis
AI-powered fundamental assessment
Confidence
85%
FMX demonstrates strong operational health with a Piotroski F-Score of 7/9, but this is overshadowed by severe valuation concerns and unsustainable capital returns. The stock is trading at a significant premium to its Graham Number ($52.24) and Intrinsic Value ($87.91), with a PEG ratio of 6.46 indicating extreme overvaluation relative to growth. Most critically, the dividend payout ratio of 201.08% is unsustainable, and the company has failed to beat earnings estimates in the last four consecutive quarters. Despite a 'buy' analyst consensus, the combination of bearish technicals (10/100) and deteriorating earnings surprises suggests a high risk of correction.
Key Strengths
Strong operational health indicated by a Piotroski F-Score of 7/9
Robust gross margins of 40.62%
Manageable leverage with a Debt/Equity ratio of 0.78
Strong year-over-year earnings growth of 63.50%
Positive long-term price trajectory (5Y Change: +64%)
Key Risks
Unsustainable dividend payout ratio of 201.08%
Severe overvaluation relative to Graham Number ($52.24) and Intrinsic Value ($87.91)
Poor recent earnings track record with 0/4 beats in the last 4 quarters
Extremely high PEG ratio (6.46) suggesting growth does not justify the price
Strongly bearish technical trend (10/100)
AI Fair Value Estimate
Based on comprehensive analysis
$82.5
-27.5% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
47
Moderate
25
50
60
85
15
AI Verdict
Overvalued with unsustainable yield
Key drivers: Dividend payout ratio > 200%, Price vs Intrinsic Value gap, Consecutive earnings misses
Confidence
90%
Value
25/100
Ref P/E, PEG, Graham Number
Positives
- Forward P/E (21.35) is lower than trailing P/E
Watchpoints
- Price ($113.73) is 117% of Intrinsic Value
- Price is 217% of Graham Number
- PEG ratio of 6.46 is excessively high
Future
50/100
Ref Growth rates
Positives
- High YoY Earnings Growth (63.5%)
- Positive Q/Q Revenue Growth (9.08%)
Watchpoints
- Consistent failure to meet analyst expectations (0/4 beats)
- Slow overall revenue growth (5.5%)
Past
60/100
Ref Historical trends
Positives
- Consistent long-term price appreciation (3Y and 5Y)
Watchpoints
- Recent average earnings surprise is deeply negative (-35.83%)
Health
85/100
Ref Altman Z-Score, Piotroski F-Score
Positives
- Piotroski F-Score of 7/9 indicates strong financial health
- Current ratio of 1.35 shows adequate liquidity
Watchpoints
- Altman Z-Score data unavailable for confirmation
Dividend
15/100
Ref Yield, Payout
Positives
- High nominal yield of 5.89%
Watchpoints
- Payout ratio of 201.08% indicates dividends are not covered by earnings
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$113.73
Analyst Target
$121.16
Upside/Downside
+6.5%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for FMX and closest competitors.
Updated 2026-04-24
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
FMX
Fomento Económico Mexicano, S.A.B. de C.V.
Primary
|
+64.0% | +33.8% | +11.3% | +21.0% | +6.5% | -1.9% |
|
HSY
The Hershey Company
Peer
|
+29.8% | -10.8% | +3.5% | +13.9% | -6.5% | +5.0% |
|
KDP
Keurig Dr Pepper Inc.
Peer
|
-16.5% | -18.2% | -22.7% | -1.4% | +0.8% | +2.1% |
|
ABEV
Ambev S.A.
Peer
|
+22.3% | +20.9% | +57.3% | +17.5% | +17.3% | +7.3% |
|
KMB
Kimberly-Clark Corporation
Peer
|
-12.5% | -9.4% | -18.0% | -23.8% | -13.3% | +0.2% |
FMX
Fomento Económico Mexicano, S.A.B. de C.V.
Primary
5Y
+64.0%
3Y
+33.8%
1Y
+11.3%
6M
+21.0%
1M
+6.5%
1W
-1.9%
HSY
The Hershey Company
Peer
5Y
+29.8%
3Y
-10.8%
1Y
+3.5%
6M
+13.9%
1M
-6.5%
1W
+5.0%
KDP
Keurig Dr Pepper Inc.
Peer
5Y
-16.5%
3Y
-18.2%
1Y
-22.7%
6M
-1.4%
1M
+0.8%
1W
+2.1%
ABE
Ambev S.A.
Peer
5Y
+22.3%
3Y
+20.9%
1Y
+57.3%
6M
+17.5%
1M
+17.3%
1W
+7.3%
KMB
Kimberly-Clark Corporation
Peer
5Y
-12.5%
3Y
-9.4%
1Y
-18.0%
6M
-23.8%
1M
-13.3%
1W
+0.2%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
38.16
Forward P/E
21.35
PEG Ratio
6.46
P/B Ratio
2.79
P/S Ratio
0.05
EV/Revenue
0.72
EV/EBITDA
6.36
Market Cap
$39.3B
Profitability
Profit margins and return metrics
Profit Margin
2.31%
Operating Margin
9.52%
Gross Margin
40.62%
ROE
8.86%
ROA
5.2%
Growth
Revenue and earnings growth rates
Revenue Growth
+5.5%
Earnings Growth
+63.5%
Q/Q Revenue Growth
+9.08%
Q/Q Earnings Growth
+58.6%
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.78
Moderate
Current Ratio
1.35
Good
Quick Ratio
0.98
Poor
Cash/Share
$36.9
Quarterly Earnings History
EPS performance vs analyst estimates
2026-04-30
$N/A
2026-02-25
$0.98
-28.4% surprise
2025-10-28
$0.88
-19.3% surprise
2025-07-28
$0.44
-59.9% surprise
Consumer Defensive Sector Comparison
Comparing FMX against 163 companies in the Consumer Defensive sector
(9 bullish, 58 neutral, 96 bearish)
P/E Ratio
38.16
This Stock
vs
38.13
Sector Avg
+0.1%
(Premium)
Return on Equity (ROE)
8.86%
This Stock
vs
-12.82%
Sector Avg
-169.1%
(Below Avg)
Profit Margin
2.31%
This Stock
vs
-8.09%
Sector Avg
-128.6%
(Weaker)
Debt to Equity
0.78
This Stock
vs
1.92
Sector Avg
-59.2%
(Less Debt)
Revenue Growth
5.5%
This Stock
vs
115.92%
Sector Avg
-95.3%
(Slower)
Current Ratio
1.35
This Stock
vs
2.33
Sector Avg
-42.2%
(Weaker)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
FMX
Fomento Económico...
|
BEARISH | $39.3B | 38.16 | 8.9% | 2.3% | $113.73 | |
|
HSY
The Hershey Company
|
NEUTRAL | $36.12B | 26.83 | 31.0% | 11.8% | $179.2 | Compare |
|
KDP
Keurig Dr Pepper Inc.
|
BEARISH | $36.06B | 17.35 | 8.4% | 12.5% | $26.54 | Compare |
|
ABEV
Ambev S.A.
|
NEUTRAL | $43.65B | 13.9 | 17.2% | 17.7% | $2.78 | Compare |
|
KMB
Kimberly-Clark Corporation
|
NEUTRAL | $34.66B | 17.6 | 136.9% | 10.0% | $104.02 | Compare |
FMX
Fomento...
BEARISH
Mkt Cap
$39.3B
P/E
38.2
ROE
8.9%
Price
$113.73
SEC Filings
Recent regulatory filings from the SEC EDGAR database
20-F
Data sourced from SEC EDGAR. AI summaries generated automatically.
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
BUY
15 analysts
JP Morgan
2026-04-20
Neutral
Neutral
UBS
2026-03-20
Buy
Buy
Barclays
2026-03-03
Equal-Weight
Equal-Weight
Goldman Sachs
2026-02-11
Buy
Buy
Barclays
2026-02-10
Equal-Weight
Equal-Weight
Barclays
2025-11-03
Equal-Weight
Equal-Weight
Past News Coverage
Recent headlines mentioning FMX from our newsroom.
Newest → oldest
No matching news yet.