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FMX vs PUK

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

FMX is from the Consumer Defensive sector, while PUK is from the Financial Services sector.

5-Year PerformanceFMX has outperformed PUK, delivering a return of +12.6% compared to -3.5%

FMX vs PUK - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Market Cap
FMX
$40B
Winner
PUK
$40B
Max Drawdown
Winner
FMX
61.02%
PUK
83.15%
Sharpe Ratio
FMX
0.84
Winner
PUK
1.21
5Y Beta
Winner
FMX
0.39
PUK
0.98
Industry
FMX
Beverages - Brewers
PUK
Insurance - Life
P/E Ratio
FMX
669.81
Winner
PUK
6.63
Forward P/E
FMX
92.59
Winner
PUK
11.22
PEG Ratio
FMX
6.77
Winner
PUK
0.01
Dividend Yield
Winner
FMX
5.53%
PUK
0.85%
5Y Dividends CAGR
Winner
FMX
55.35%
PUK
22.39%
5Y EPS CAGR
FMX
N/A
PUK
17.91%
Debt to Equity
FMX
104.96%
Winner
PUK
30.00%
Free Cash Flow Yield
FMX
1.07%
Winner
PUK
13.66%
P/S Ratio
Winner
FMX
0.05
PUK
2.71
P/B Ratio
FMX
2.15
Winner
PUK
1.95

FMX vs PUK - Historical Returns

Returns include dividend reinvestment.

1M
Winner
FMX
+6.76%
PUK
-0.94%
3M
Winner
FMX
+10.59%
PUK
+1.49%
6M
Winner
FMX
+34.34%
PUK
+11.34%
1Y
FMX
+25.27%
Winner
PUK
+37.46%
5Y(CAGR)
Winner
FMX
+12.60%
PUK
-3.48%
10Y(CAGR)
Winner
FMX
+6.45%
PUK
+1.90%
Max(CAGR)
Winner
FMX
+11.94%
PUK
+8.02%

FMX vs PUK - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearFMXPUK
2026+26.21%-2.39%
2025+28.80%+102.41%
2024-31.46%-24.68%
2023+70.83%-19.00%
2022+3.23%-20.88%
2021+4.94%-1.20%
2020-19.29%-2.38%
2019+10.05%+29.52%
2018-9.19%-28.65%
2017+24.72%+30.01%
2016-14.89%-4.56%
2015+9.71%+0.73%
2014-6.79%+6.71%
2013-0.30%+56.31%
2012+45.84%+46.11%
2011+25.52%-2.79%
2010+13.44%+4.41%
2009+52.58%+73.80%
2008-17.43%-53.90%
2007-1.34%+3.47%
2006+58.38%+43.19%
2005+40.25%+15.14%
2004+45.24%+6.69%
2003+3.17%+22.50%
2002+7.35%-38.91%
2001+21.90%-25.12%
2000-31.29%+187.24%
1999+35.34%N/A

FMX vs PUK Drawdown Comparison

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

The maximum drawdown for PUK was -82.51%, occurring on Mar 9, 2009. Recovery took 1352 trading sessions.

The current FMX drawdown is -2.87%. The current PUK drawdown is -21.02%.

RankFMXPUK
#1-61.02%
Aug 6, 2008 - Dec 3, 2009
-82.51%
May 7, 2007 - Sep 14, 2012
#2-51.74%
Apr 12, 2013 - Jun 8, 2023
-68.74%
Jan 3, 2001 - Mar 20, 2006
#3-49.34%
Mar 9, 2000 - Mar 4, 2004
-63.59%
Oct 7, 2021 - Jan 13, 2025
#4-41.25%
Feb 14, 2024 - May 5, 2026
-63.54%
Jan 24, 2018 - May 7, 2021
#5-31.81%
Feb 14, 2007 - Apr 10, 2008
-41.52%
May 21, 2015 - Jul 31, 2017
#6-22.99%
May 9, 2006 - Sep 12, 2006
-23.52%
Mar 20, 2006 - Nov 17, 2006
#7-18.38%
Jan 7, 2010 - Aug 2, 2010
-20.02%
May 7, 2021 - Oct 7, 2021
#8-18.11%
Apr 2, 2004 - Dec 8, 2004
-19.39%
Jul 21, 2000 - Nov 30, 2000
#9-16.84%
Feb 11, 2000 - Mar 3, 2000
-15.09%
Jan 10, 2014 - Mar 4, 2014
#10-16.38%
Mar 1, 2005 - Jun 30, 2005
-14.02%
Jan 17, 2007 - Mar 20, 2007
#11-15.97%
Jul 27, 2011 - Oct 27, 2011
-13.46%
May 21, 2013 - Aug 2, 2013
#12-15.38%
Aug 29, 2023 - Nov 2, 2023
-13.11%
Aug 25, 2014 - Jan 26, 2015
#13-14.87%
Oct 27, 2011 - Feb 1, 2012
-11.07%
Aug 12, 2013 - Sep 16, 2013
#14-14.21%
Jan 14, 2000 - Feb 8, 2000
-8.82%
Mar 14, 2013 - Apr 26, 2013
#15-12.54%
Sep 9, 2005 - Jan 3, 2006
-7.41%
Mar 12, 2014 - Apr 30, 2014

Correlation

Correlation between FMX and PUK is 0.79 which considered as a strong positive correlation - the stocks tend to move together.

0.79
-101

Dividend Comparison (2000 - 2026)

FMX vs PUK dividend yield comparison.

YearFMXPUK
20264.34%1.24%
20258.42%1.54%
20243.64%2.64%
20231.60%1.72%
20222.17%1.28%
20211.47%4.60%
20201.88%1.70%
20191.62%17.06%
20181.73%3.71%
20171.43%2.33%
20161.77%3.50%
20151.49%2.62%
20140.00%2.53%
20133.19%2.09%
20121.39%2.84%
20111.57%4.05%
20101.11%2.90%
20091.51%2.99%
20081.52%5.57%
20071.07%2.42%
20061.34%2.21%
20051.66%3.02%
20041.78%6.16%
20032.11%4.28%
20023.82%5.50%
20012.62%3.03%
20001.66%0.73%

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