FMX vs RKT

Comparison between Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company) and Rocket Companies Inc Class A (RKT, Company).

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

5-Year PerformanceFMX has outperformed RKT, delivering a return of +10.6% compared to -2.3%

FMX vs RKT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	FMX(COMPANY)	RKT(COMPANY)
Market Cap	$40B	$40B
Max Drawdown	61.02%	84.90%
Sharpe Ratio	1.48	-0.10
5Y Beta	0.35	0.98
Industry	Beverages - Brewers	Mortgage Finance
P/E Ratio	405.91	-273.22
Forward P/E	92.59	21.51
Dividend Yield	4.99%	N/A
5Y Dividends CAGR	38.98%	N/A
Debt to Equity	116.83%	45.75%
Free Cash Flow Yield	0.49%	-1.94%

Market Cap

Winner

FMX

$40B

RKT

$40B

Max Drawdown

Winner

FMX

61.02%

RKT

84.90%

Sharpe Ratio

Winner

FMX

1.48

RKT

-0.10

5Y Beta

Winner

FMX

0.35

RKT

0.98

Industry

FMX

Beverages - Brewers

RKT

Mortgage Finance

P/E Ratio

FMX

405.91

Winner

RKT

-273.22

Forward P/E

FMX

92.59

Winner

RKT

21.51

Dividend Yield

FMX

4.99%

RKT

N/A

5Y Dividends CAGR

FMX

38.98%

RKT

N/A

Debt to Equity

FMX

116.83%

Winner

RKT

45.75%

Free Cash Flow Yield

Winner

FMX

0.49%

RKT

-1.94%

FMX vs RKT - Historical Returns

Returns include dividend reinvestment.

Period	FMX	RKT
1 month	-8.88%	+8.12%
3 months	-4.46%	+8.67%
6 months	+4.39%	-19.49%
1 year	+47.03%	-23.34%
5 years(CAGR)	+10.58%	-2.26%
10 years(CAGR)	+5.09%	N/A
Max(CAGR)	+11.70%	-2.96%

FMX

-8.88%

Winner

RKT

+8.12%

FMX

-4.46%

Winner

RKT

+8.67%

Winner

FMX

+4.39%

RKT

-19.49%

Winner

FMX

+47.03%

RKT

-23.34%

5Y(CAGR)

Winner

FMX

+10.58%

RKT

-2.26%

10Y(CAGR)

FMX

+5.09%

RKT

N/A

Max(CAGR)

Winner

FMX

+11.70%

RKT

-2.96%

FMX vs RKT - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	FMX	RKT
2026	+22.33%	-24.35%
2025	+28.80%	+88.39%
2024	-31.46%	-21.15%
2023	+70.83%	+104.23%
2022	+3.23%	-48.58%
2021	+4.94%	-26.86%
2020	-19.29%	-6.00%
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 RKT Drawdown Comparison

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

The maximum drawdown for RKT was -82.93%, occurring on Oct 20, 2022. This drawdown has not yet recovered.

The current FMX drawdown is -11.84%. The current RKT drawdown is -56.84%.

Rank	FMX	RKT
#1	-61.02% Aug 6, 2008 - Dec 3, 2009	-82.93% Mar 2, 2021 - Oct 20, 2022
#2	-51.74% Apr 12, 2013 - Jun 8, 2023	-41.78% Sep 2, 2020 - Mar 2, 2021
#3	-49.34% Mar 9, 2000 - Mar 4, 2004	-24.74% Aug 7, 2020 - Aug 21, 2020
#4	-41.25% Feb 14, 2024 - May 5, 2026	-6.90% Aug 24, 2020 - Sep 1, 2020
#5	-31.81% Feb 14, 2007 - Apr 10, 2008	N/A
#6	-22.99% May 9, 2006 - Sep 12, 2006	N/A
#7	-18.38% Jan 7, 2010 - Aug 2, 2010	N/A
#8	-18.11% Apr 2, 2004 - Dec 8, 2004	N/A
#9	-16.84% Feb 11, 2000 - Mar 3, 2000	N/A
#10	-16.38% Mar 1, 2005 - Jun 30, 2005	N/A
#11	-15.97% Jul 27, 2011 - Oct 27, 2011	N/A
#12	-15.38% Aug 29, 2023 - Nov 2, 2023	N/A
#13	-14.87% Oct 27, 2011 - Feb 1, 2012	N/A
#14	-14.21% Jan 14, 2000 - Feb 8, 2000	N/A
#15	-12.54% Sep 9, 2005 - Jan 3, 2006	N/A

Correlation

Correlation between FMX and RKT is 0.06 which considered as a very weak or no correlation - the stocks move independently of each other.

0.06

-101

Dividend Comparison (2000 - 2026)

FMX vs RKT dividend yield comparison.

Year	FMX	RKT
2026	5.50%	0.00%
2025	8.42%	4.13%
2024	3.64%	0.00%
2023	1.60%	0.00%
2022	2.17%	14.43%
2021	1.47%	7.93%
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%