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FERG vs FMX

Comparison between Ferguson Plc. (FERG, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).

FERG is from the Industrials sector, while FMX is from the Consumer Defensive sector.

5-Year PerformanceFMX has outperformed FERG, delivering a return of +13.5% compared to +11.9%

FERG vs FMX - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
Winner
FERG
$43B
FMX
$43B
Max Drawdown
Winner
FERG
56.03%
FMX
61.02%
Sharpe Ratio
FERG
0.13
Winner
FMX
1.21
5Y Beta
FERG
1.02
Winner
FMX
0.36
Industry
FERG
Industrial Distribution
FMX
Beverages - Brewers
P/E Ratio
Winner
FERG
25.00
FMX
489.14
Forward P/E
Winner
FERG
17.99
FMX
98.04
PEG Ratio
Winner
FERG
1.39
FMX
5.24
Dividend Yield
FERG
1.86%
Winner
FMX
5.26%
5Y Dividends CAGR
FERG
-1.25%
Winner
FMX
55.35%
Debt to Equity
Winner
FERG
70.26%
FMX
122.01%
Free Cash Flow Yield
Winner
FERG
5.43%
FMX
0.33%
P/S Ratio
FERG
1.39
Winner
FMX
0.05
P/B Ratio
FERG
7.60
Winner
FMX
3.68

FERG vs FMX - Historical Returns

Returns include dividend reinvestment.

1M
FERG
+1.27%
Winner
FMX
+3.28%
3M
FERG
-11.02%
Winner
FMX
+11.24%
6M
FERG
-4.04%
Winner
FMX
+31.53%
1Y
FERG
+2.92%
Winner
FMX
+37.57%
5Y(CAGR)
FERG
+11.89%
Winner
FMX
+13.54%
10Y(CAGR)
Winner
FERG
+18.60%
FMX
+6.56%
Max(CAGR)
Winner
FERG
+17.41%
FMX
+12.09%

FERG vs FMX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFERGFMX
2026+1.86%+32.89%
2025+30.04%+28.80%
2024-6.46%-31.46%
2023+53.08%+70.83%
2022-27.90%+3.23%
2021+54.00%+4.94%
2020+34.00%-19.29%
2019+50.17%+10.05%
2018-14.61%-9.19%
2017+23.85%+24.72%
2016+10.45%-14.89%
2015-3.66%+9.71%
2014+6.98%-6.79%
2013+16.74%-0.30%
2012+63.25%+45.84%
2011-4.03%+25.52%
2010+47.62%+13.44%
2009N/A+52.58%
2008N/A-17.43%
2007N/A-1.34%
2006N/A+58.38%
2005N/A+40.25%
2004N/A+45.24%
2003N/A+3.17%
2002N/A+7.35%
2001N/A+21.90%
2000N/A-31.29%
1999N/A+35.34%

FERG vs FMX Drawdown Comparison

The maximum drawdown for FERG was -55.35%, occurring on Mar 23, 2020. Recovery took 129 trading sessions.

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

The current FERG drawdown is -14.71%. The current FMX drawdown is -2.67%.

RankFERGFMX
#1-55.35%
Feb 13, 2020 - Aug 18, 2020
-61.02%
Aug 6, 2008 - Dec 3, 2009
#2-43.31%
Jan 3, 2022 - Dec 5, 2023
-51.74%
Apr 12, 2013 - Jun 8, 2023
#3-36.62%
Feb 8, 2011 - Feb 23, 2012
-49.34%
Mar 9, 2000 - Mar 4, 2004
#4-32.93%
Dec 4, 2024 - Jul 1, 2025
-41.25%
Feb 14, 2024 - May 5, 2026
#5-29.14%
Jul 14, 2015 - Oct 4, 2017
-31.81%
Feb 14, 2007 - Apr 10, 2008
#6-27.86%
Sep 27, 2018 - Oct 22, 2019
-22.99%
May 9, 2006 - Sep 12, 2006
#7-19.84%
Feb 23, 2010 - Oct 7, 2010
-18.38%
Jan 7, 2010 - Aug 2, 2010
#8-18.31%
Feb 11, 2026 - Apr 30, 2026
-18.11%
Apr 2, 2004 - Dec 8, 2004
#9-17.51%
Apr 30, 2026 - May 18, 2026
-16.84%
Feb 11, 2000 - Mar 3, 2000
#10-16.64%
Apr 5, 2024 - Dec 4, 2024
-16.38%
Mar 1, 2005 - Jun 30, 2005
#11-14.90%
Mar 5, 2014 - Jan 21, 2015
-15.97%
Jul 27, 2011 - Oct 27, 2011
#12-12.40%
Nov 11, 2025 - Jan 23, 2026
-15.38%
Aug 29, 2023 - Nov 2, 2023
#13-11.22%
Sep 5, 2025 - Oct 14, 2025
-14.87%
Oct 27, 2011 - Feb 1, 2012
#14-10.33%
Mar 23, 2012 - Aug 23, 2012
-14.21%
Jan 14, 2000 - Feb 8, 2000
#15-9.71%
Jan 17, 2018 - Apr 19, 2018
-12.54%
Sep 9, 2005 - Jan 3, 2006

Correlation

Correlation between FERG and FMX is 0.75 which considered as a strong positive correlation - the stocks tend to move together.

0.75
-101

Dividend Comparison (2000 - 2026)

FERG vs FMX dividend yield comparison.

YearFERGFMX
20261.17%4.12%
20251.12%8.42%
20241.84%3.64%
20231.57%1.60%
20222.76%2.17%
20212.34%1.47%
20202.33%1.88%
20192.43%1.62%
20183.75%1.73%
20173.52%1.43%
20161.11%1.77%
20150.00%1.49%
20141.44%0.00%
20133.34%3.19%
20123.47%1.39%
20110.00%1.57%
20100.00%1.11%
20090.00%1.51%
20080.00%1.52%
20070.00%1.07%
20060.00%1.34%
20050.00%1.66%
20040.00%1.78%
20030.00%2.11%
20020.00%3.82%
20010.00%2.62%
20000.00%1.66%

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