IQV vs FMX

Comparison between IQVIA Holdings Inc (IQV, Company) and Fomento Economico Mexicano S.A.B. de C.V. (FMX, Company).

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

5-Year PerformanceFMX has outperformed IQV, delivering a return of +10.6% compared to -0.5%

IQV vs FMX - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	IQV(COMPANY)	FMX(COMPANY)
Market Cap	$40B	$40B
Max Drawdown	51.52%	61.02%
Sharpe Ratio	0.83	1.48
5Y Beta	0.97	0.35
Industry	Diagnostics & Research	Beverages - Brewers
P/E Ratio	29.55	405.91
Forward P/E	18.80	92.59
PEG Ratio	3.12	N/A
Dividend Yield	N/A	4.99%
5Y Dividends CAGR	N/A	38.98%
5Y EPS CAGR	30.82%	N/A
Debt to Equity	254.51%	116.83%
Free Cash Flow Yield	6.70%	0.49%

Market Cap

Winner

IQV

$40B

FMX

$40B

Max Drawdown

Winner

IQV

51.52%

FMX

61.02%

Sharpe Ratio

IQV

0.83

Winner

FMX

1.48

5Y Beta

IQV

0.97

Winner

FMX

0.35

Industry

IQV

Diagnostics & Research

FMX

Beverages - Brewers

P/E Ratio

Winner

IQV

29.55

FMX

405.91

Forward P/E

Winner

IQV

18.80

FMX

92.59

PEG Ratio

IQV

3.12

FMX

N/A

Dividend Yield

IQV

N/A

FMX

4.99%

5Y Dividends CAGR

IQV

N/A

FMX

38.98%

5Y EPS CAGR

IQV

30.82%

FMX

N/A

Debt to Equity

IQV

254.51%

Winner

FMX

116.83%

Free Cash Flow Yield

Winner

IQV

6.70%

FMX

0.49%

IQV vs FMX - Historical Returns

Returns include dividend reinvestment.

Period	IQV	FMX
1 month	+16.37%	-8.88%
3 months	+40.11%	-4.46%
6 months	+44.67%	+4.39%
1 year	+26.96%	+47.03%
5 years(CAGR)	-0.54%	+10.58%
10 years(CAGR)	+12.20%	+5.09%
Max(CAGR)	+14.08%	+11.70%

Winner

IQV

+16.37%

FMX

-8.88%

Winner

IQV

+40.11%

FMX

-4.46%

Winner

IQV

+44.67%

FMX

+4.39%

IQV

+26.96%

Winner

FMX

+47.03%

5Y(CAGR)

IQV

-0.54%

Winner

FMX

+10.58%

10Y(CAGR)

Winner

IQV

+12.20%

FMX

+5.09%

Max(CAGR)

Winner

IQV

+14.08%

FMX

+11.70%

IQV vs FMX - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	IQV	FMX
2026	+7.17%	+22.33%
2025	+15.52%	+28.80%
2024	-14.71%	-31.46%
2023	+13.50%	+70.83%
2022	-25.11%	+3.23%
2021	+59.76%	+4.94%
2020	+14.55%	-19.29%
2019	+35.17%	+10.05%
2018	+16.45%	-9.19%
2017	+27.26%	+24.72%
2016	+13.44%	-14.89%
2015	+16.16%	+9.71%
2014	+28.54%	-6.79%
2013	+10.05%	-0.30%
2012	N/A	+45.84%
2011	N/A	+25.52%
2010	N/A	+13.44%
2009	N/A	+52.58%
2008	N/A	-17.43%
2007	N/A	-1.34%
2006	N/A	+58.38%
2005	N/A	+40.25%
2004	N/A	+45.24%
2003	N/A	+3.17%
2002	N/A	+7.35%
2001	N/A	+21.90%
2000	N/A	-31.29%
1999	N/A	+35.34%

IQV vs FMX Drawdown Comparison

The maximum drawdown for IQV was -51.52%, occurring on May 23, 2025. This drawdown has not yet recovered.

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

The current IQV drawdown is -14.54%. The current FMX drawdown is -11.84%.

Rank	IQV	FMX
#1	-51.52% Dec 30, 2021 - May 23, 2025	-61.02% Aug 6, 2008 - Dec 3, 2009
#2	-49.43% Feb 12, 2020 - Sep 2, 2020	-51.74% Apr 12, 2013 - Jun 8, 2023
#3	-29.32% Jul 29, 2015 - Sep 23, 2016	-49.34% Mar 9, 2000 - Mar 4, 2004
#4	-19.17% Sep 27, 2018 - Feb 12, 2019	-41.25% Feb 14, 2024 - May 5, 2026
#5	-14.91% Feb 19, 2014 - Jul 3, 2014	-31.81% Feb 14, 2007 - Apr 10, 2008
#6	-14.78% Jul 3, 2019 - Jan 17, 2020	-22.99% May 9, 2006 - Sep 12, 2006
#7	-12.77% Sep 2, 2020 - Oct 12, 2020	-18.38% Jan 7, 2010 - Aug 2, 2010
#8	-12.63% Nov 6, 2017 - Jul 17, 2018	-18.11% Apr 2, 2004 - Dec 8, 2004
#9	-11.60% Sep 30, 2016 - Feb 14, 2017	-16.84% Feb 11, 2000 - Mar 3, 2000
#10	-11.24% Oct 20, 2020 - Nov 9, 2020	-16.38% Mar 1, 2005 - Jun 30, 2005
#11	-10.45% Sep 11, 2014 - Nov 3, 2014	-15.97% Jul 27, 2011 - Oct 27, 2011
#12	-10.17% Aug 1, 2013 - Dec 24, 2013	-15.38% Aug 29, 2023 - Nov 2, 2023
#13	-10.13% Sep 2, 2021 - Nov 16, 2021	-14.87% Oct 27, 2011 - Feb 1, 2012
#14	-9.63% Jan 11, 2021 - Feb 11, 2021	-14.21% Jan 14, 2000 - Feb 8, 2000
#15	-8.65% Apr 10, 2019 - Jun 18, 2019	-12.54% Sep 9, 2005 - Jan 3, 2006