FMX vs HLN

Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and Haleon plc (HLN, Company).

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

FMX vs HLN - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FMX(COMPANY)	HLN(COMPANY)
Market Cap	$41B	$41B
Max Drawdown	61.02%	24.83%
Sharpe Ratio	1.19	-0.54
5Y Beta	0.37	0.14
Industry	Beverages - Brewers	Drug Manufacturers - Specialty & Generic
P/E Ratio	470.80	11.39
Forward P/E	93.46	16.95
PEG Ratio	4.95	0.25
Dividend Yield	5.46%	2.09%
5Y Dividends CAGR	55.35%	N/A
Debt to Equity	122.01%	52.41%
Free Cash Flow Yield	0.34%	14.97%
P/S Ratio	0.05	3.69
P/B Ratio	3.47	1.82

Market Cap

FMX

$41B

Winner

HLN

$41B

Max Drawdown

FMX

61.02%

Winner

HLN

24.83%

Sharpe Ratio

Winner

FMX

1.19

HLN

-0.54

5Y Beta

FMX

0.37

Winner

HLN

0.14

Industry

FMX

Beverages - Brewers

HLN

Drug Manufacturers - Specialty & Generic

P/E Ratio

FMX

470.80

Winner

HLN

11.39

Forward P/E

FMX

93.46

Winner

HLN

16.95

PEG Ratio

FMX

4.95

Winner

HLN

0.25

Dividend Yield

Winner

FMX

5.46%

HLN

2.09%

5Y Dividends CAGR

FMX

55.35%

HLN

N/A

Debt to Equity

FMX

122.01%

Winner

HLN

52.41%

Free Cash Flow Yield

FMX

0.34%

Winner

HLN

14.97%

P/S Ratio

Winner

FMX

0.05

HLN

3.69

P/B Ratio

FMX

3.47

Winner

HLN

1.82

FMX vs HLN - Historical Returns

Returns include dividend reinvestment.

Period	FMX	HLN
1 month	+5.70%	+0.00%
3 months	+22.39%	-3.97%
6 months	+31.22%	-7.57%
1 year	+38.72%	-9.60%
5 years(CAGR)	+13.47%	N/A
10 years(CAGR)	+7.13%	N/A
Max(CAGR)	+12.15%	+7.45%

Winner

FMX

+5.70%

HLN

+0.00%

Winner

FMX

+22.39%

HLN

-3.97%

Winner

FMX

+31.22%

HLN

-7.57%

Winner

FMX

+38.72%

HLN

-9.60%

5Y(CAGR)

FMX

+13.47%

HLN

N/A

10Y(CAGR)

FMX

+7.13%

HLN

N/A

Max(CAGR)

Winner

FMX

+12.15%

HLN

+7.45%

FMX vs HLN - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FMX	HLN
2026	+34.11%	-6.37%
2025	+28.80%	+8.98%
2024	-31.46%	+18.04%
2023	+70.83%	+5.11%
2022	+3.23%	+7.96%
2021	+4.94%	N/A
2020	-19.29%	N/A
2019	+10.05%	N/A
2018	-9.19%	N/A
2017	+24.72%	N/A
2016	-14.89%	N/A
2015	+9.71%	N/A
2014	-6.79%	N/A
2013	-0.30%	N/A
2012	+45.84%	N/A
2011	+25.52%	N/A
2010	+13.44%	N/A
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 HLN Drawdown Comparison

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

The maximum drawdown for HLN was -24.83%, occurring on Sep 2, 2022. Recovery took 84 trading sessions.

The current FMX drawdown is -0.39%. The current HLN drawdown is -17.45%.

Rank	FMX	HLN
#1	-61.02% Aug 6, 2008 - Dec 3, 2009	-24.83% Aug 8, 2022 - Dec 6, 2022
#2	-51.74% Apr 12, 2013 - Jun 8, 2023	-23.11% Jun 2, 2025 - Sep 25, 2025
#3	-49.34% Mar 9, 2000 - Mar 4, 2004	-15.72% Oct 1, 2024 - May 2, 2025
#4	-41.25% Feb 14, 2024 - May 5, 2026	-13.07% Apr 20, 2023 - Jul 12, 2024
#5	-31.81% Feb 14, 2007 - Apr 10, 2008	-8.10% Feb 17, 2023 - Mar 23, 2023
#6	-22.99% May 9, 2006 - Sep 12, 2006	-6.08% Dec 29, 2022 - Jan 17, 2023
#7	-18.38% Jan 7, 2010 - Aug 2, 2010	-5.53% Jul 22, 2022 - Aug 5, 2022
#8	-18.11% Apr 2, 2004 - Dec 8, 2004	-5.06% Dec 6, 2022 - Dec 9, 2022
#9	-16.84% Feb 11, 2000 - Mar 3, 2000	-3.68% Dec 13, 2022 - Dec 22, 2022
#10	-16.38% Mar 1, 2005 - Jun 30, 2005	-3.56% Jan 17, 2023 - Feb 7, 2023
#11	-15.97% Jul 27, 2011 - Oct 27, 2011	-3.46% Mar 23, 2023 - Apr 4, 2023
#12	-15.38% Aug 29, 2023 - Nov 2, 2023	-3.35% May 7, 2025 - May 16, 2025
#13	-14.87% Oct 27, 2011 - Feb 1, 2012	-3.23% Apr 6, 2023 - Apr 20, 2023
#14	-14.21% Jan 14, 2000 - Feb 8, 2000	-1.96% Feb 7, 2023 - Feb 17, 2023
#15	-12.54% Sep 9, 2005 - Jan 3, 2006	-1.78% Sep 17, 2024 - Sep 24, 2024

Correlation

Correlation between FMX and HLN is 0.51 which considered as a moderate positive correlation - the stocks show some tendency to move together.

0.51

-101

Dividend Comparison (2000 - 2026)

FMX vs HLN dividend yield comparison.

Year	FMX	HLN
2026	4.08%	1.41%
2025	8.42%	1.73%
2024	3.64%	1.65%
2023	1.60%	1.26%
2022	2.17%	0.00%
2021	1.47%	0.00%
2020	1.88%	0.00%
2019	1.62%	0.00%
2018	1.73%	0.00%
2017	1.43%	0.00%
2016	1.77%	0.00%
2015	1.49%	0.00%
2013	3.19%	0.00%
2012	1.39%	0.00%
2011	1.57%	0.00%
2010	1.11%	0.00%
2009	1.51%	0.00%
2008	1.52%	0.00%
2007	1.07%	0.00%
2006	1.34%	0.00%
2005	1.66%	0.00%
2004	1.78%	0.00%
2003	2.11%	0.00%
2002	3.82%	0.00%
2001	2.62%	0.00%
2000	1.66%	0.00%