FMX vs. STZ: A Head-to-Head Stock Comparison
Updated onHere’s a clear look at FMX and STZ, 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, STZ is a standard domestic listing.
Symbol | FMX | STZ |
---|---|---|
Company Name | Fomento Económico Mexicano, S.A.B. de C.V. | Constellation Brands, Inc. |
Country | Mexico | United States |
GICS Sector | Consumer Staples | Consumer Staples |
GICS Industry | Beverages | Beverages |
Market Capitalization | 173.65 billion USD | 30.04 billion USD |
Exchange | NYSE | NYSE |
Listing Date | May 11, 1998 | March 17, 1992 |
Security Type | ADR | Common Stock |
Historical Performance
This chart compares the performance of FMX and STZ 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.
Historical Performance at a Glance
Symbol | FMX | STZ |
---|---|---|
5-Day Price Return | -2.48% | -1.65% |
13-Week Price Return | -19.56% | -10.28% |
26-Week Price Return | -12.58% | -0.35% |
52-Week Price Return | -24.10% | -28.66% |
Month-to-Date Return | -5.98% | 1.99% |
Year-to-Date Return | -9.89% | -22.91% |
10-Day Avg. Volume | 2.47M | 1.52M |
3-Month Avg. Volume | 2.51M | 2.15M |
3-Month Volatility | 20.30% | 27.77% |
Beta | 0.83 | 0.70 |
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.
STZ
-5.93%
Beverages Industry
- Max
- 49.46%
- Q3
- 24.91%
- Median
- 11.13%
- Q1
- 5.27%
- Min
- -5.93%
STZ has a negative Return on Equity of -5.93%. This indicates the company is generating a loss for its shareholders, which can be a result of unprofitability or negative shareholder equity and is often a sign of financial distress.
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.
STZ
-4.40%
Beverages Industry
- Max
- 21.86%
- Q3
- 12.24%
- Median
- 8.70%
- Q1
- 5.33%
- Min
- -4.40%
STZ has a negative Net Profit Margin of -4.40%, indicating the company is operating at a net loss as its expenses exceeded its revenues.
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.
STZ
1.24%
Beverages Industry
- Max
- 29.32%
- Q3
- 18.25%
- Median
- 13.42%
- Q1
- 10.58%
- Min
- 0.71%
STZ’s Operating Profit Margin of 1.24% 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.
Profitability at a Glance
Symbol | FMX | STZ |
---|---|---|
Return on Equity (TTM) | 6.94% | -5.93% |
Return on Assets (TTM) | 2.34% | -1.97% |
Net Profit Margin (TTM) | 2.44% | -4.40% |
Operating Profit Margin (TTM) | 8.00% | 1.24% |
Gross Profit Margin (TTM) | 41.29% | 51.67% |
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.
STZ
1.07
Beverages Industry
- Max
- 3.38
- Q3
- 1.97
- Median
- 1.21
- Q1
- 0.86
- Min
- 0.53
STZ’s Current Ratio of 1.07 aligns with the median group of the Beverages industry, indicating that its short-term liquidity is in line with its sector peers.
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.
STZ
1.59
Beverages Industry
- Max
- 2.11
- Q3
- 1.23
- Median
- 0.79
- Q1
- 0.32
- Min
- 0.00
STZ’s leverage is in the upper quartile of the Beverages industry, with a Debt-to-Equity Ratio of 1.59. While this approach can boost equity growth, it also exposes the company to greater financial vulnerability.
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.
STZ
0.81
Beverages Industry
- Max
- 78.96
- Q3
- 40.67
- Median
- 9.62
- Q1
- 3.59
- Min
- 0.81
STZ’s Interest Coverage Ratio of 0.81 is a critical concern. A value below 1.0 means operating earnings are insufficient to cover interest expenses, indicating severe financial strain and high default risk.
Financial Strength at a Glance
Symbol | FMX | STZ |
---|---|---|
Current Ratio (MRQ) | 1.34 | 1.07 |
Quick Ratio (MRQ) | 1.06 | 0.51 |
Debt-to-Equity Ratio (MRQ) | 1.09 | 1.59 |
Interest Coverage Ratio (TTM) | 3.86 | 0.81 |
Growth
Revenue Growth
EPS Growth
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.
STZ
2.44%
Beverages Industry
- Max
- 6.93%
- Q3
- 4.51%
- Median
- 3.09%
- Q1
- 2.03%
- Min
- 0.00%
STZ’s Dividend Yield of 2.44% is consistent with its peers in the Beverages industry, providing a dividend return that is standard for its sector.
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.
STZ
32.23%
Beverages Industry
- Max
- 143.36%
- Q3
- 99.22%
- Median
- 67.03%
- Q1
- 40.31%
- Min
- 0.00%
STZ’s Dividend Payout Ratio of 32.23% is in the lower quartile for the Beverages industry. This suggests a conservative dividend policy, with a strategic focus on reinvesting profits for future growth.
Dividend at a Glance
Symbol | FMX | STZ |
---|---|---|
Dividend Yield (TTM) | 6.14% | 2.44% |
Dividend Payout Ratio (TTM) | 188.65% | 32.23% |
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.
STZ
--
Beverages Industry
- Max
- 41.48
- Q3
- 28.35
- Median
- 19.09
- Q1
- 15.36
- Min
- 3.14
P/E Ratio data for STZ is currently unavailable.
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.
STZ
2.96
Beverages Industry
- Max
- 3.90
- Q3
- 2.38
- Median
- 1.54
- Q1
- 0.84
- Min
- 0.41
STZ’s P/S Ratio of 2.96 is in the upper echelon for the Beverages industry. This means the company is valued richly on its revenue stream compared to its peers, suggesting the stock is priced for a high level of future performance.
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.
STZ
4.24
Beverages Industry
- Max
- 6.29
- Q3
- 3.58
- Median
- 2.19
- Q1
- 1.68
- Min
- 0.91
STZ’s P/B Ratio of 4.24 is in the upper tier for the Beverages industry. This indicates that investors are paying a premium relative to the company’s net assets, a valuation that hinges on its ability to generate superior profits.
Valuation at a Glance
Symbol | FMX | STZ |
---|---|---|
Price-to-Earnings Ratio (TTM) | 30.72 | -- |
Price-to-Sales Ratio (TTM) | 0.75 | 2.96 |
Price-to-Book Ratio (MRQ) | 2.54 | 4.24 |
Price-to-Free Cash Flow Ratio (TTM) | 27.94 | 14.43 |