Fomento Económico Mexicano, S.A.B. de C.V.

NYSE
FMX
Stock
Yield per half year: +23.33%
Dividend yield: 3.65%
Sector: Consumer Staples

Company Analysis Fomento Económico Mexicano, S.A.B. de C.V.

Download the report: word Word pdf PDF

1. Summary

Advantages

  • Price (105.78 $) is less than fair price (345.7 $)
  • Dividends (3.65%) are higher than the sector average (3.07%).
  • The stock's return over the last year (1.22%) is higher than the sector average (-47.71%).
  • The company's current efficiency (ROE=66.31%) is higher than the sector average (ROE=59.71%)

Disadvantages

  • Current debt level 30.07% has increased over 5 years from 18.71%.

Similar companies

Procter & Gamble Company

Sysco

Altria Group

Alibaba Group Holding Limited

2. Share price and performance

2.1. Share price

2.3. Market efficiency

Fomento Económico Mexicano, S.A.B. de C.V. Consumer Staples Index
7 days -1.2% -5.5% -0.3%
90 days 8.3% -44.8% 17.3%
1 year 1.2% -47.7% 11.1%

FMX vs Sector: Fomento Económico Mexicano, S.A.B. de C.V. has outperformed the "Consumer Staples" sector by 48.92% over the past year.

FMX vs Market: Fomento Económico Mexicano, S.A.B. de C.V. has significantly underperformed the market by -9.86% over the past year.

Stable price: FMX is not significantly more volatile than the rest of the market on "New York Stock Exchange" over the last 3 months, with typical variations of +/- 5% per week.

Long period: FMX with weekly volatility of 0.0234% over the past year.

3. Summary of the report

3.1. General

P/E: 11.31
P/S: 0.1953

3.2. Revenue

EPS 141.63
ROE 66.31%
ROA 30.54%
ROIC 7.38%
Ebitda margin 12.17%

4. Fundamental Analysis

4.1. Stock price and price forecast

The fair price is calculated taking into account the Central Bank refinancing rate and earnings per share (EPS)

Below fair price: The current price (105.78 $) is lower than the fair price (345.7 $).

Price significantly below the fair price: The current price (105.78 $) is 226.8% lower than the fair price.

4.2. P/E

P/E vs Sector: The company's P/E (11.31) is lower than that of the sector as a whole (24.22).

P/E vs Market: The company's P/E (11.31) is lower than that of the market as a whole (61.8).

4.2.1 P/E Similar companies

4.3. P/BV

P/BV vs Sector: The company's P/BV (8.31) is lower than that of the sector as a whole (14.84).

P/BV vs Market: The company's P/BV (8.31) is lower than that of the market as a whole (20.58).

4.3.1 P/BV Similar companies

4.4. P/S

P/S vs Sector: The company's P/S indicator (0.1953) is lower than that of the sector as a whole (2.61).

P/S vs Market: The company's P/S indicator (0.1953) is lower than that of the market as a whole (15.97).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

EV/Ebitda vs Sector: The company's EV/Ebitda (1.66) is lower than that of the sector as a whole (14.45).

EV/Ebitda vs Market: The company's EV/Ebitda (1.66) is lower than that of the market as a whole (18.72).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Net Income

Yield Trend: Rising and has grown by 1210.94% over the last 5 years.

Earnings Slowdown: The last year's return (0%) is below the 5-year average return (1210.94%).

Profitability vs Sector: The return for the last year (0%) is lower than the return for the sector (0%).

5.4. ROE

ROE vs Sector: The company's ROE (66.31%) is higher than that of the sector as a whole (59.71%).

ROE vs Market: The company's ROE (66.31%) is higher than that of the market as a whole (42.63%).

5.5. ROA

ROA vs Sector: The company's ROA (30.54%) is higher than that of the sector as a whole (8.94%).

ROA vs Market: The company's ROA (30.54%) is higher than that of the market as a whole (23.26%).

5.6. ROIC

ROIC vs Sector: The company's ROIC (7.38%) is lower than that of the sector as a whole (15.48%).

ROIC vs Market: The company's ROIC (7.38%) is lower than that of the market as a whole (9.17%).

6. Finance

6.1. Assets and debt

Debt level: (30.07%) is quite low in relation to assets.

Increasing debt: over 5 years, the debt has increased from 18.71% to 30.07%.

Debt Covering: The debt is covered by 91.16% from net profit.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

High yield: The dividend yield of the company 3.65% is higher than the average for the sector '3.07%.

7.2. Stability and increase in payments

Dividend stability: The company's dividend yield 3.65% has been steadily paid over the past 7 years, DSI=0.86.

Weak dividend growth: The company's dividend yield 3.65% has been growing weakly or stagnant over the past 5 years. Growth over only 3 years.

7.3. Payout percentage

Dividend Coverage: Current payments from income (8.92%) are at an uncomfortable level.

8. Insider trades

8.1. Insider trading

Insider Buying Exceeds insider sales by 100% over the last 3 months.

8.2. Latest transactions

No insider transactions have been recorded yet

Pay for your subscription

More functionality and data for company and portfolio analysis is available by subscription

9. Stocks forum Fomento Económico Mexicano, S.A.B. de C.V.

9.3. Comments