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FMX vs. SAM: A Head-to-Head Stock Comparison

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Here’s a clear look at FMX and SAM, comparing key factors like historical performance, profitability, financial strength, growth, dividend, and valuation.

Company Profile

FMX trades as an American Depositary Receipt (ADR), offering U.S. investors a convenient way to access its foreign-listed shares. In contrast, SAM is a standard domestic listing.

SymbolFMXSAM
Company NameFomento Económico Mexicano, S.A.B. de C.V.The Boston Beer Company, Inc.
CountryMexicoUnited States
GICS SectorConsumer StaplesConsumer Staples
GICS IndustryBeveragesBeverages
Market Capitalization177.99 billion USD2.38 billion USD
ExchangeNYSENYSE
Listing DateMay 11, 1998November 21, 1995
Security TypeADRCommon Stock

Historical Performance

This chart compares the performance of FMX and SAM by tracking the growth of an initial $10,000 investment in each. Use the tabs to select the desired time period. Data is adjusted for dividends and splits.

FMX vs. SAM: Growth of a $10,000 investment over the past one year.

Historical Performance at a Glance

SymbolFMXSAM
5-Day Price Return-0.38%-0.65%
13-Week Price Return-23.74%-11.47%
26-Week Price Return-13.13%-6.29%
52-Week Price Return-24.29%-22.20%
Month-to-Date Return-6.52%5.43%
Year-to-Date Return-10.41%-27.22%
10-Day Avg. Volume2.89M0.22M
3-Month Avg. Volume2.58M0.23M
3-Month Volatility19.09%35.17%
Beta0.830.85

Profitability

Return on Equity (TTM)

FMX

6.94%

Beverages Industry

Max
49.46%
Q3
24.91%
Median
11.13%
Q1
5.27%
Min
-5.93%

FMX’s Return on Equity of 6.94% is on par with the norm for the Beverages industry, indicating its profitability relative to shareholder equity is typical for the sector.

SAM

8.51%

Beverages Industry

Max
49.46%
Q3
24.91%
Median
11.13%
Q1
5.27%
Min
-5.93%

SAM’s Return on Equity of 8.51% is on par with the norm for the Beverages industry, indicating its profitability relative to shareholder equity is typical for the sector.

FMX vs. SAM: A comparison of their Return on Equity (TTM) against the Beverages industry benchmark.

Net Profit Margin (TTM)

FMX

2.44%

Beverages Industry

Max
21.86%
Q3
12.24%
Median
8.70%
Q1
5.33%
Min
-4.40%

Falling into the lower quartile for the Beverages industry, FMX’s Net Profit Margin of 2.44% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

SAM

3.88%

Beverages Industry

Max
21.86%
Q3
12.24%
Median
8.70%
Q1
5.33%
Min
-4.40%

Falling into the lower quartile for the Beverages industry, SAM’s Net Profit Margin of 3.88% indicates weaker profitability. This means the company retains a smaller portion of each dollar in sales as profit compared to its competitors.

FMX vs. SAM: A comparison of their Net Profit Margin (TTM) against the Beverages industry benchmark.

Operating Profit Margin (TTM)

FMX

8.00%

Beverages Industry

Max
29.32%
Q3
18.25%
Median
13.42%
Q1
10.58%
Min
0.71%

FMX’s Operating Profit Margin of 8.00% is in the lower quartile for the Beverages industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

SAM

5.15%

Beverages Industry

Max
29.32%
Q3
18.25%
Median
13.42%
Q1
10.58%
Min
0.71%

SAM’s Operating Profit Margin of 5.15% is in the lower quartile for the Beverages industry. This indicates weaker profitability from core operations, which may stem from inefficiencies or competitive pressures on pricing.

FMX vs. SAM: A comparison of their Operating Profit Margin (TTM) against the Beverages industry benchmark.

Profitability at a Glance

SymbolFMXSAM
Return on Equity (TTM)6.94%8.51%
Return on Assets (TTM)2.34%6.19%
Net Profit Margin (TTM)2.44%3.88%
Operating Profit Margin (TTM)8.00%5.15%
Gross Profit Margin (TTM)41.29%46.48%

Financial Strength

Current Ratio (MRQ)

FMX

1.34

Beverages Industry

Max
3.38
Q3
1.97
Median
1.21
Q1
0.86
Min
0.53

FMX’s Current Ratio of 1.34 aligns with the median group of the Beverages industry, indicating that its short-term liquidity is in line with its sector peers.

SAM

1.76

Beverages Industry

Max
3.38
Q3
1.97
Median
1.21
Q1
0.86
Min
0.53

SAM’s Current Ratio of 1.76 aligns with the median group of the Beverages industry, indicating that its short-term liquidity is in line with its sector peers.

FMX vs. SAM: A comparison of their Current Ratio (MRQ) against the Beverages industry benchmark.

Debt-to-Equity Ratio (MRQ)

FMX

1.09

Beverages Industry

Max
2.11
Q3
1.23
Median
0.79
Q1
0.32
Min
0.00

FMX’s Debt-to-Equity Ratio of 1.09 is typical for the Beverages industry, indicating its use of leverage is in line with the sector norm. This suggests a balanced approach to its capital structure.

SAM

0.00

Beverages Industry

Max
2.11
Q3
1.23
Median
0.79
Q1
0.32
Min
0.00

Falling into the lower quartile for the Beverages industry, SAM’s Debt-to-Equity Ratio of 0.00 points to a conservative financing strategy. This results in lower financial risk but potentially limits strategic investments compared to more leveraged competitors.

FMX vs. SAM: A comparison of their Debt-to-Equity Ratio (MRQ) against the Beverages industry benchmark.

Interest Coverage Ratio (TTM)

FMX

3.86

Beverages Industry

Max
78.96
Q3
40.67
Median
9.62
Q1
3.59
Min
0.81

FMX’s Interest Coverage Ratio of 3.86 is positioned comfortably within the norm for the Beverages industry, indicating a standard and healthy capacity to cover its interest payments.

SAM

63.81

Beverages Industry

Max
78.96
Q3
40.67
Median
9.62
Q1
3.59
Min
0.81

SAM’s Interest Coverage Ratio of 63.81 is in the upper quartile for the Beverages industry, signifying a strong and healthy capacity to meet its interest payments from operating profits.

FMX vs. SAM: A comparison of their Interest Coverage Ratio (TTM) against the Beverages industry benchmark.

Financial Strength at a Glance

SymbolFMXSAM
Current Ratio (MRQ)1.341.76
Quick Ratio (MRQ)1.061.15
Debt-to-Equity Ratio (MRQ)1.090.00
Interest Coverage Ratio (TTM)3.8663.81

Growth

Revenue Growth

FMX vs. SAM: A side-by-side comparison of their Revenue Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

EPS Growth

FMX vs. SAM: A side-by-side comparison of their EPS Growth for the MRQ (YoY), TTM (YoY), 3-Year CAGR, and 5-Year CAGR periods.

Dividend

Dividend Yield (TTM)

FMX

6.14%

Beverages Industry

Max
6.93%
Q3
4.51%
Median
3.09%
Q1
2.03%
Min
0.00%

With a Dividend Yield of 6.14%, FMX offers a more attractive income stream than most of its peers in the Beverages industry, signaling a strong commitment to shareholder returns.

SAM

0.00%

Beverages Industry

Max
6.93%
Q3
4.51%
Median
3.09%
Q1
2.03%
Min
0.00%

SAM currently does not pay a dividend, resulting in a yield of 0%. This is a common strategy for growth-focused companies that prioritize reinvesting earnings, though it may be less typical in mature, income-oriented sectors.

FMX vs. SAM: A comparison of their Dividend Yield (TTM) against the Beverages industry benchmark.

Dividend Payout Ratio (TTM)

FMX

188.65%

Beverages Industry

Max
143.36%
Q3
99.22%
Median
67.03%
Q1
40.31%
Min
0.00%

At 188.65%, FMX’s Dividend Payout Ratio is exceptionally high, exceeding the typical range for the Beverages industry. While this provides a significant return to shareholders, it may limit funds for reinvestment and could be difficult to sustain.

SAM

0.00%

Beverages Industry

Max
143.36%
Q3
99.22%
Median
67.03%
Q1
40.31%
Min
0.00%

SAM has a Dividend Payout Ratio of 0%, indicating it does not currently pay a dividend. This is a common strategy for growth-oriented companies that reinvest all profits back into the business.

FMX vs. SAM: A comparison of their Dividend Payout Ratio (TTM) against the Beverages industry benchmark.

Dividend at a Glance

SymbolFMXSAM
Dividend Yield (TTM)6.14%0.00%
Dividend Payout Ratio (TTM)188.65%0.00%

Valuation

Price-to-Earnings Ratio (TTM)

FMX

30.72

Beverages Industry

Max
41.48
Q3
28.35
Median
19.09
Q1
15.36
Min
3.14

A P/E Ratio of 30.72 places FMX in the upper quartile for the Beverages industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

SAM

30.36

Beverages Industry

Max
41.48
Q3
28.35
Median
19.09
Q1
15.36
Min
3.14

A P/E Ratio of 30.36 places SAM in the upper quartile for the Beverages industry. This high valuation relative to peers suggests the market holds elevated expectations for the company’s future growth.

FMX vs. SAM: A comparison of their Price-to-Earnings Ratio (TTM) against the Beverages industry benchmark.

Price-to-Sales Ratio (TTM)

FMX

0.75

Beverages Industry

Max
3.90
Q3
2.38
Median
1.54
Q1
0.84
Min
0.41

In the lower quartile for the Beverages industry, FMX’s P/S Ratio of 0.75 indicates its revenue is valued more conservatively than most of its peers. This could present a compelling opportunity if the market has overlooked its sales-generating capabilities.

SAM

1.18

Beverages Industry

Max
3.90
Q3
2.38
Median
1.54
Q1
0.84
Min
0.41

SAM’s P/S Ratio of 1.18 aligns with the market consensus for the Beverages industry. This suggests its valuation, based on sales, is seen as standard and is on par with its competitors.

FMX vs. SAM: A comparison of their Price-to-Sales Ratio (TTM) against the Beverages industry benchmark.

Price-to-Book Ratio (MRQ)

FMX

2.54

Beverages Industry

Max
6.29
Q3
3.58
Median
2.19
Q1
1.68
Min
0.91

FMX’s P/B Ratio of 2.54 is within the conventional range for the Beverages industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

SAM

2.33

Beverages Industry

Max
6.29
Q3
3.58
Median
2.19
Q1
1.68
Min
0.91

SAM’s P/B Ratio of 2.33 is within the conventional range for the Beverages industry. This shows a balanced market view, where the stock’s price is neither at a significant premium nor a discount to the book value of its peers.

FMX vs. SAM: A comparison of their Price-to-Book Ratio (MRQ) against the Beverages industry benchmark.

Valuation at a Glance

SymbolFMXSAM
Price-to-Earnings Ratio (TTM)30.7230.36
Price-to-Sales Ratio (TTM)0.751.18
Price-to-Book Ratio (MRQ)2.542.33
Price-to-Free Cash Flow Ratio (TTM)27.9410.52