1-Star Price
INVESTOR
5-Star Price
INVESTOR
Economic Moat
INVESTOR
Capital Allocation
INVESTOR
We award a narrow economic moat rating to Femsa based on the intangible assets and cost advantages at major subsidiaries Coca-Cola Femsa and the Oxxo small-format retail chain, which jointly made up 70% of 2022 revenue and around 75% of pretax profits.
Mexico-based Femsa is a beverage and retail conglomerate in Central and South America. The holding company owns controlling stakes in bottler Coca-Cola Femsa (47% economic stake, 56% voting rights), in addition to operating 100%-owned retail assets, including convenience stores under the Oxxo banner, drugstores, and gas stations. The firm is in the process of divesting its 15% stake in Heineken and distribution business, Envoy Solutions. Coca-Cola Femsa and the Oxxo chain made up 70% of total company revenue and around 75% of profits in 2022.
Morningstar analysts hand-select direct competitors or comparable companies to provide context on the strength and durability of FMX’s competitive advantage.
Fomento Economico Mexicano SAB de CV ADR
XNYS: FMX
| PepsiCo Inc
XNAS: PEP
| Seven & i Holdings Co Ltd
XTKS: 3382
| Ambev SA
BVMF: ABEV3
| |
Price
| 101.31 | 182.19 | 6,000.00 | — |
Currency
| USD | USD | JPY | — |
Change
| +$0.70 (0.70%) | −$0.16 (0.09%) | +$52.00 (0.87%) | — |
Market Cap
| 181.26 Bil | 251.00 Bil | 5.30 Tril | — |
Industry
| Beverages - Brewers | Beverages - Non-Alcoholic | Grocery Stores | Beverages - Brewers |
Sector
|
Consumer Defensive
|
Consumer Defensive
|
Consumer Defensive
|
Consumer Defensive
|
* Trading data in this section is delayed by at least 15 minutes.
Yes. FMX has a forward dividend yield of 1.87%.
See
FMX’s full dividends and stock split history
on the Dividend tab.
Dividend yield allows investors, particularly those interested in dividend-paying stocks,
to compare the relationship between a stock’s price and how it rewards stockholders through dividends.
The formula for calculating dividend yield is to divide the annual dividend paid per share by the stock price.
Learn more about dividend yield.
FMX’s market cap is 181.26 Bil.
Market capitalization is calculated by taking a company’s share price and multiplying it by the total number of shares.
It’s often used to measure a company’s size. In the Morningstar Style Box, large-cap names account for the
largest 70% of U.S. stocks, mid-cap names account for the largest 70–90%, and small-cap names are the remaining 10% of companies.
Learn more about market capitalization.
FMX’s stock style is Large Core.
Style is an investment factor that has a meaningful impact on investment risk and returns.
Style is calculated by combining value and growth scores, which are first individually calculated.
High-growth stocks tend to represent the technology, healthcare, and communications sectors. They rarely distribute dividends to shareholders, opting for reinvestment in their businesses. More value-oriented stocks tend to represent financial services, utilities, and energy stocks. These are established companies that reliably pay dividends.
Learn more about style.
FMX’s price/sales is 1.00.
Price/sales represents the amount an investor is willing to pay for a dollar generated from
a particular company’s sales or revenues.
FMX’s price/forward earnings is 28.63.
Forward P/E gives some indication of how cheap or expensive a stock is compared with consensus earnings estimates.
The lower the Forward P/E, the cheaper the stock.
FMX’s price/book is 11.39.
Price/book ratio can tell investors approximately how much they’re paying for a company’s assets,
based on historical, rather than current, valuations. Historical valuations generally do not reflect
a company’s current market value. Value investors frequently look for companies that have low price/book ratios.
See FMX’s valuation ratios compared to the Market Index.
FMX’s beta can be found in Trading Information at the top of this page.
A stock’s beta measures how closely tied its price movements have been to the performance of the overall market.
Compare FMX’s historical performance against its industry peers and the overall market.
