BTSGU vs FMX

Comparison between BrightSpring Health Services Inc (BTSGU, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).

BTSGU is from the Healthcare sector, while FMX is from the Consumer Defensive sector.

BTSGU vs FMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	BTSGU(COMPANY)	FMX(COMPANY)
Market Cap	$43B	$43B
Max Drawdown	33.37%	61.02%
Sharpe Ratio	3.39	1.37
5Y Beta	0.89	0.36
Industry	Health Information Services	Beverages - Brewers
P/E Ratio	136.30	497.53
Forward P/E	N/A	100.00
PEG Ratio	0.34	5.23
Dividend Yield	N/A	4.57%
5Y Dividends CAGR	N/A	38.98%
Debt to Equity	126.20%	122.01%
Free Cash Flow Yield	0.95%	0.33%
P/S Ratio	N/A	0.05
P/B Ratio	N/A	3.67

Market Cap

Winner

BTSGU

$43B

FMX

$43B

Max Drawdown

Winner

BTSGU

33.37%

FMX

61.02%

Sharpe Ratio

Winner

BTSGU

3.39

FMX

1.37

5Y Beta

BTSGU

0.89

Winner

FMX

0.36

Industry

BTSGU

Health Information Services

FMX

Beverages - Brewers

P/E Ratio

Winner

BTSGU

136.30

FMX

497.53

Forward P/E

BTSGU

N/A

FMX

100.00

PEG Ratio

Winner

BTSGU

0.34

FMX

5.23

Dividend Yield

BTSGU

N/A

FMX

4.57%

5Y Dividends CAGR

BTSGU

N/A

FMX

38.98%

Debt to Equity

BTSGU

126.20%

Winner

FMX

122.01%

Free Cash Flow Yield

Winner

BTSGU

0.95%

FMX

0.33%

P/S Ratio

BTSGU

N/A

FMX

0.05

P/B Ratio

BTSGU

N/A

FMX

3.67

BTSGU vs FMX - Historical Returns

Returns include dividend reinvestment.

Period	BTSGU	FMX
1 month	+7.81%	+5.12%
3 months	+57.08%	+15.67%
6 months	+85.77%	+28.91%
1 year	+247.37%	+41.34%
5 years(CAGR)	N/A	+14.39%
10 years(CAGR)	N/A	+6.56%
Max(CAGR)	+103.53%	+12.20%

Winner

BTSGU

+7.81%

FMX

+5.12%

Winner

BTSGU

+57.08%

FMX

+15.67%

Winner

BTSGU

+85.77%

FMX

+28.91%

Winner

BTSGU

+247.37%

FMX

+41.34%

5Y(CAGR)

BTSGU

N/A

FMX

+14.39%

10Y(CAGR)

BTSGU

N/A

FMX

+6.56%

Max(CAGR)

Winner

BTSGU

+103.53%

FMX

+12.20%

BTSGU vs FMX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	BTSGU	FMX
2026	+87.71%	+36.92%
2025	+106.26%	+28.80%
2024	+43.79%	-31.46%
2023	N/A	+70.83%
2022	N/A	+3.23%
2021	N/A	+4.94%
2020	N/A	-19.29%
2019	N/A	+10.05%
2018	N/A	-9.19%
2017	N/A	+24.72%
2016	N/A	-14.89%
2015	N/A	+9.71%
2014	N/A	-6.79%
2013	N/A	-0.30%
2012	N/A	+45.84%
2011	N/A	+25.52%
2010	N/A	+13.44%
2009	N/A	+52.58%
2008	N/A	-17.43%
2007	N/A	-1.34%
2006	N/A	+58.38%
2005	N/A	+40.25%
2004	N/A	+45.24%
2003	N/A	+3.17%
2002	N/A	+7.35%
2001	N/A	+21.90%
2000	N/A	-31.29%
1999	N/A	+35.34%

BTSGU vs FMX Drawdown Comparison

The maximum drawdown for BTSGU was -32.46%, occurring on Apr 21, 2025. Recovery took 74 trading sessions.

The maximum drawdown for FMX was -61.02%, occurring on Oct 27, 2008. Recovery took 335 trading sessions.

The current FMX drawdown is -1.20%.

Rank	BTSGU	FMX
#1	-32.46% Jan 30, 2025 - May 16, 2025	-61.02% Aug 6, 2008 - Dec 3, 2009
#2	-22.43% Jan 30, 2024 - Jun 5, 2024	-51.74% Apr 12, 2013 - Jun 8, 2023
#3	-18.43% May 16, 2025 - Aug 22, 2025	-49.34% Mar 9, 2000 - Mar 4, 2004
#4	-13.46% Nov 11, 2024 - Jan 21, 2025	-41.25% Feb 14, 2024 - May 5, 2026
#5	-11.14% Jul 29, 2024 - Aug 26, 2024	-31.81% Feb 14, 2007 - Apr 10, 2008
#6	-8.63% Mar 4, 2026 - Mar 18, 2026	-22.99% May 9, 2006 - Sep 12, 2006
#7	-7.69% Jan 6, 2026 - Feb 25, 2026	-18.38% Jan 7, 2010 - Aug 2, 2010
#8	-7.52% May 28, 2026 - Jun 11, 2026	-18.11% Apr 2, 2004 - Dec 8, 2004
#9	-7.22% Oct 18, 2024 - Nov 1, 2024	-16.84% Feb 11, 2000 - Mar 3, 2000
#10	-7.04% Jun 5, 2024 - Jun 28, 2024	-16.38% Mar 1, 2005 - Jun 30, 2005
#11	-7.02% Nov 11, 2025 - Nov 24, 2025	-15.97% Jul 27, 2011 - Oct 27, 2011
#12	-6.75% Mar 19, 2026 - Mar 25, 2026	-15.38% Aug 29, 2023 - Nov 2, 2023
#13	-6.42% Mar 25, 2026 - Apr 8, 2026	-14.87% Oct 27, 2011 - Feb 1, 2012
#14	-5.46% Sep 10, 2025 - Sep 30, 2025	-14.21% Jan 14, 2000 - Feb 8, 2000
#15	-5.38% Oct 1, 2025 - Oct 14, 2025	-12.54% Sep 9, 2005 - Jan 3, 2006

Correlation

Correlation between BTSGU and FMX is 0.65 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.65

-101

Dividend Comparison (2000 - 2026)

BTSGU vs FMX dividend yield comparison.

Year	BTSGU	FMX
2026	1.06%	4.92%
2025	2.67%	8.42%
2024	2.70%	3.64%
2023	0.00%	1.60%
2022	0.00%	2.17%
2021	0.00%	1.47%
2020	0.00%	1.88%
2019	0.00%	1.62%
2018	0.00%	1.73%
2017	0.00%	1.43%
2016	0.00%	1.77%
2015	0.00%	1.49%
2013	0.00%	3.19%
2012	0.00%	1.39%
2011	0.00%	1.57%
2010	0.00%	1.11%
2009	0.00%	1.51%
2008	0.00%	1.52%
2007	0.00%	1.07%
2006	0.00%	1.34%
2005	0.00%	1.66%
2004	0.00%	1.78%
2003	0.00%	2.11%
2002	0.00%	3.82%
2001	0.00%	2.62%
2000	0.00%	1.66%