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CCL vs FMX

Comparison between Carnival Corporation Ltd (Paired Stock) (CCL, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).

CCL is from the Consumer Cyclical sector, while FMX is from the Consumer Defensive sector.

5-Year PerformanceFMX has outperformed CCL, delivering a return of +13.6% compared to +2.1%

CCL vs FMX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
CCL
$43B
FMX
$42B
Max Drawdown
CCL
91.13%
Winner
FMX
61.02%
Sharpe Ratio
CCL
0.78
Winner
FMX
1.18
5Y Beta
CCL
1.86
Winner
FMX
0.37
Industry
CCL
Travel Services
FMX
Beverages - Brewers
P/E Ratio
Winner
CCL
15.68
FMX
484.01
Forward P/E
Winner
CCL
13.04
FMX
95.24
Dividend Yield
CCL
0.49%
Winner
FMX
5.29%
5Y Dividends CAGR
CCL
N/A
FMX
55.35%
5Y EPS CAGR
CCL
-14.63%
FMX
N/A
Debt to Equity
CCL
194.08%
Winner
FMX
122.01%
Free Cash Flow Yield
Winner
CCL
7.01%
FMX
0.33%

CCL vs FMX - Historical Returns

Returns include dividend reinvestment.

1M
Winner
CCL
+23.93%
FMX
+3.45%
3M
Winner
CCL
+28.54%
FMX
+21.89%
6M
CCL
+10.10%
Winner
FMX
+30.17%
1Y
CCL
+32.16%
Winner
FMX
+35.84%
5Y(CAGR)
CCL
+2.06%
Winner
FMX
+13.64%
10Y(CAGR)
CCL
-2.99%
Winner
FMX
+6.57%
Max(CAGR)
CCL
+0.64%
Winner
FMX
+12.08%

CCL vs FMX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearCCLFMX
2026+0.91%+31.61%
2025+22.11%+28.80%
2024+44.13%-31.46%
2023+132.62%+70.83%
2022-62.35%+3.23%
2021-1.28%+4.94%
2020-57.29%-19.29%
2019+6.21%+10.05%
2018-23.83%-9.19%
2017+30.56%+24.72%
2016-1.26%-14.89%
2015+22.18%+9.71%
2014+16.78%-6.79%
2013+10.20%-0.30%
2012+16.49%+45.84%
2011-28.34%+25.52%
2010+45.42%+13.44%
2009+24.03%+52.58%
2008-41.13%-17.43%
2007-10.04%-1.34%
2006-8.04%+58.38%
2005-5.27%+40.25%
2004+46.41%+45.24%
2003+57.36%+3.17%
2002-6.86%+7.35%
2001+0.63%+21.90%
2000-33.11%-31.29%
1999+9.37%+35.34%

CCL vs FMX Drawdown Comparison

The maximum drawdown for CCL was -90.36%, occurring on Oct 10, 2022. This drawdown has not yet recovered.

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

The current CCL drawdown is -52.86%. The current FMX drawdown is -2.24%.

RankCCLFMX
#1-90.36%
Jan 29, 2018 - Oct 10, 2022
-61.02%
Aug 6, 2008 - Dec 3, 2009
#2-71.08%
Dec 28, 2004 - Dec 24, 2014
-51.74%
Apr 12, 2013 - Jun 8, 2023
#3-63.29%
Jan 14, 2000 - Jun 23, 2004
-49.34%
Mar 9, 2000 - Mar 4, 2004
#4-23.98%
Dec 29, 2015 - Jan 5, 2017
-41.25%
Feb 14, 2024 - May 5, 2026
#5-13.11%
Dec 6, 1999 - Jan 14, 2000
-31.81%
Feb 14, 2007 - Apr 10, 2008
#6-12.28%
Jul 31, 2015 - Oct 23, 2015
-22.99%
May 9, 2006 - Sep 12, 2006
#7-11.54%
Nov 16, 1999 - Dec 6, 1999
-18.38%
Jan 7, 2010 - Aug 2, 2010
#8-10.90%
Apr 7, 2015 - Jun 18, 2015
-18.11%
Apr 2, 2004 - Dec 8, 2004
#9-10.17%
Jul 1, 2004 - Sep 16, 2004
-16.84%
Feb 11, 2000 - Mar 3, 2000
#10-8.79%
Jan 26, 2015 - Mar 18, 2015
-16.38%
Mar 1, 2005 - Jun 30, 2005
#11-8.61%
Aug 31, 2017 - Jan 12, 2018
-15.97%
Jul 27, 2011 - Oct 27, 2011
#12-8.28%
Oct 29, 2015 - Dec 21, 2015
-15.38%
Aug 29, 2023 - Nov 2, 2023
#13-5.49%
May 9, 2017 - May 26, 2017
-14.87%
Oct 27, 2011 - Feb 1, 2012
#14-5.29%
Mar 20, 2015 - Mar 27, 2015
-14.21%
Jan 14, 2000 - Feb 8, 2000
#15-5.22%
Nov 12, 2004 - Dec 1, 2004
-12.54%
Sep 9, 2005 - Jan 3, 2006

Correlation

Correlation between CCL and FMX is 0.25 which considered as a very weak or no correlation - the stocks move independently of each other.

0.25
-101

Dividend Comparison (1999 - 2026)

CCL vs FMX dividend yield comparison.

YearCCLFMX
20260.97%4.16%
20250.00%8.42%
20240.00%3.64%
20230.00%1.60%
20220.00%2.17%
20210.00%1.47%
20202.31%1.88%
20193.93%1.62%
20183.96%1.73%
20172.41%1.43%
20162.59%1.77%
20152.02%1.49%
20142.21%0.00%
20132.49%3.19%
20124.08%1.39%
20113.06%1.57%
20100.87%1.11%
20090.00%1.51%
20086.58%1.52%
20073.09%1.07%
20062.09%1.34%
20051.50%1.66%
20040.91%1.78%
20031.11%2.11%
20023.42%3.82%
20011.50%2.62%
20001.36%1.66%
19990.22%0.00%

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