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FMX vs FERG

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

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

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

FMX vs FERG - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

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

FMX vs FERG - Historical Returns

Returns include dividend reinvestment.

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

FMX vs FERG - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

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

FMX vs FERG Drawdown Comparison

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

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

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

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

Correlation

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

0.75
-101

Dividend Comparison (2000 - 2026)

FMX vs FERG dividend yield comparison.

YearFMXFERG
20264.12%1.17%
20258.42%1.12%
20243.64%1.84%
20231.60%1.57%
20222.17%2.76%
20211.47%2.34%
20201.88%2.33%
20191.62%2.43%
20181.73%3.75%
20171.43%3.52%
20161.77%1.11%
20151.49%0.00%
20140.00%1.44%
20133.19%3.34%
20121.39%3.47%
20111.57%0.00%
20101.11%0.00%
20091.51%0.00%
20081.52%0.00%
20071.07%0.00%
20061.34%0.00%
20051.66%0.00%
20041.78%0.00%
20032.11%0.00%
20023.82%0.00%
20012.62%0.00%
20001.66%0.00%

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