NYSE: FMX - Fomento Económico Mexicano, S.A.B. de C.V.

Yield per half year: +22.73%
Sector: Consumer Staples

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1. Summary

Advantages

  • Positive review The stock's return over the last year (40.43%) is higher than the sector average (-98.68%).
  • Positive review The company's current efficiency (ROE=20.47%) is higher than the sector average (ROE=-153.74%)

Disadvantages

  • Negative review Price (130.67 $) is higher than fair price (2.39 $)
  • Negative review Dividends (1.6421%) are below the sector average (2.32%).
  • Negative review Current debt level 28.89% has increased over 5 years from 22.31%.

2. Share price and performance

2.1. Share price

2.2. News

2.3. Market efficiency

Fomento Económico Mexicano, S.A.B. de C.V. Consumer Staples Index
7 days 1.7% -97.8% -0.7%
90 days 0.5% -98.1% 8.4%
1 year 40.4% -98.7% 30.1%

Positive review FMX vs Sector: Fomento Económico Mexicano, S.A.B. de C.V. has outperformed the "Consumer Staples" sector by 139.11% over the past year.

Positive review FMX vs Market: Fomento Económico Mexicano, S.A.B. de C.V. has outperformed the market by 10.32% over the past year.

Positive review 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 0.7775% over the past year.

3. Summary of the report

3.1. General

P/E: 35.67
P/S: 3.33

3.2. Revenue

EPS 0.2234
ROE 20.47%
ROA 8.19%
ROIC 7.38%
Ebitda margin 13.02%

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)

Negative review company.analysis.fundamental.minus11_title: The current price (130.67 $) is higher than the fair price (2.39 $).

Negative review Price is higher than fair: The current price (130.67 $) is 98.2% higher than the fair price.

4.2. P/E

Negative review P/E vs Sector: The company's P/E (35.67) is higher than that of the sector as a whole (34.39).

Positive review P/E vs Market: The company's P/E (35.67) is lower than that of the market as a whole (100.02).

4.2.1 P/E Similar companies

4.3. P/BV

Positive review P/BV vs Sector: The company's P/BV (6.18) is lower than that of the sector as a whole (10.24).

Positive review P/BV vs Market: The company's P/BV (6.18) is lower than that of the market as a whole (38.21).

4.3.1 P/BV Similar companies

4.4. P/S

Positive review P/S vs Sector: The company's P/S indicator (3.33) is lower than that of the sector as a whole (4.38).

Positive review P/S vs Market: The company's P/S indicator (3.33) is lower than that of the market as a whole (54.61).

4.4.1 P/S Similar companies

4.5. EV/Ebitda

Negative review EV/Ebitda vs Sector: The company's EV/Ebitda (26.35) is higher than that of the sector as a whole (18.17).

Positive review EV/Ebitda vs Market: The company's EV/Ebitda (26.35) is lower than that of the market as a whole (48.63).

5. Profitability

5.1. Profitability and revenue

5.2. Earnings per share - EPS

5.3. Past profitability Ebitda

Positive review Yield Trend: Rising and has grown by 52.73% over the last 5 years.

Negative review Earnings Slowdown: The last year's return (-55.6%) is below the 5-year average return (52.73%).

Positive review Profitability vs Sector: The return for the last year (-55.6%) exceeds the return for the sector (-70.61%).

5.4. ROE

Positive review ROE vs Sector: The company's ROE (20.47%) is higher than that of the sector as a whole (-153.74%).

Positive review ROE vs Market: The company's ROE (20.47%) is higher than that of the market as a whole (-14.59%).

5.5. ROA

Negative review ROA vs Sector: The company's ROA (8.19%) is lower than that of the sector as a whole (10.87%).

Positive review ROA vs Market: The company's ROA (8.19%) is higher than that of the market as a whole (6.79%).

5.6. ROIC

Negative review ROIC vs Sector: The company's ROIC (7.38%) is lower than that of the sector as a whole (13.37%).

Negative review ROIC vs Market: The company's ROIC (7.38%) is lower than that of the market as a whole (8.49%).

6. Finance

6.1. Assets and debt

Positive review Debt level: (28.89%) is quite low in relation to assets.

Negative review Increasing debt: over 5 years, the debt has increased from 22.31% to 28.89%.

Negative review Excess of debt: The debt is not covered by net income, percentage 354.25%.

6.2. Profit growth and share price

7. Dividends

7.1. Dividend yield vs Market

Negative review Low yield: The dividend yield of the company 1.6421% is below the average for the sector '2.32%.

7.2. Stability and increase in payments

Positive review Dividend stability: The company's dividend yield 1.6421% has been steadily paid over the past 7 years, DSI=0.79.

Negative review Weak dividend growth: The company's dividend yield 1.6421% has been growing weakly or stagnant over the past 5 years. Growth over only 2 years.

7.3. Payout percentage

Positive review Dividend Coverage: Current payments from income (28.62%) are at a comfortable level.

8. Insider trades

8.1. Insider trading

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

8.2. Latest transactions

No insider transactions have been recorded yet

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