FMX$109.31
$107.2
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Powered by LiveAIOverall Analysis
HoldFemsa presents a mixed investment profile. While its diverse business segments and solid profitability offer stability, current technical indicators suggest a cautious near-term outlook, and valuation metrics indicate it might be fully priced. Long-term investors may find value, but a 'Hold' rating reflects the current balance of opportunities and risks.
Thematic
Femsa operates in consumer staples and retail, sectors with stable demand but moderate growth potential. Its expansion into new markets and segments like healthcare and fintech offer diversification and some growth avenues, but these are balanced by the mature nature of its core beverage operations and potential competitive pressures.
Fundamental
Femsa demonstrates strong financial health with significant assets and reasonable debt levels. Profitability metrics show consistent performance, though recent revenue and net income figures suggest room for improvement in growth trajectory. The dividend yield is attractive for income-focused investors.
Technical
Current technical indicators suggest a consolidation phase. While the stock is trading above key long-term moving averages, short-term momentum indicators are mixed, with some pointing towards overbought conditions and others suggesting potential weakness.
| Factor | Score |
|---|---|
| Consumer Staples Demand | 80 |
| Retail Expansion & Diversification | 70 |
| Emerging Market Exposure | 50 |
| Digital Transformation & Fintech | 60 |
| ESG Integration | 70 |
| Factor | Score |
|---|---|
| Valuation | 60 |
| Profitability | 65 |
| Growth | 55 |
| Balance Sheet Health | 70 |
| Cash Flow | 80 |
| Dividend Yield | 90 |
| Factor | Score |
|---|---|
| Trend Analysis | 70 |
| Momentum | 40 |
| Volume Analysis | 60 |
| Support & Resistance | 70 |
| Short-term Indicators | 50 |
AI Investing Checklist
Powered by LiveAIBullish Points (7)
Strong EPS Beat
The company has consistently exceeded earnings per share (EPS) estimates, with a significant surprise of 93.73% in Q2 2025 and an average surprise of 22.17% over the last four reported quarters. This indicates strong operational execution and profitability.
Attractive Dividend Yield
The current dividend yield is 4.69%, offering a consistent income stream to investors. The historical dividend payments show a pattern of regular, albeit varying, payouts.
Bearish Points (7)
Negative 1-Year Performance
The stock's 1-year performance is -7.24%, indicating a recent downturn that investors should consider. This contrasts with positive performance over 6 months (17.6%) and Year-to-Date (17.83%).
Elevated P/E Ratio (TTM)
The trailing twelve months (TTM) Price-to-Earnings (PE) ratio is 25.02. While not excessively high compared to some growth sectors, it suggests the market expects significant future earnings growth to justify the current price.
Calendar
July 2025
17
Ex-Dividend Date
July 2025
28
Next Dividend Date
July 2025
28
Next Earnings Date
H: $1.50
A: $1.11
L: $0.83
H: 221.91B
A: 213.27B
L: 210.41B
Profile
Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a franchise bottler of Coca-Cola trademark beverages worldwide. It operates through Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others segments. The company produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay. It also operates small-box retail chain stores in Mexico, Colombia, Peru, Chile, Brazil, and the United States under the OXXO name; retail service stations for fuels, motor oils, lubricants, and car care products under the OXXO GAS name in Mexico; and drugstores in Chile, Colombia, Ecuador, and Mexico under the Cruz Verde, Fybeca, Sana Sana, YZA, La Moderna, and Farmacon names. In addition, the company provides transport logistics and maintenance services in Mexico, Brazil, and Colombia; processes electronic transactions for small and medium-sized businesses under the Spin name; and engages in the proximity discount grocery business under the Bara name. Further, it operates small-box retail and foodvenience chain stores in Switzerland, Germany, Austria, Luxembourg, and the Netherlands under the k kiosk, Brezelkönig, BackWerk, Ditsch, Press & Books, avec, Caffè Spettacolo, and ok. brands. Fomento Económico Mexicano, S.A.B. de C.V. was founded in 1890 and is headquartered in Monterrey, Mexico.
Seasonals
Price Target
116.07 USD
The 39 analysts offering 1 year price forecasts for FMX have a max estimate of 132.00 and a min estimate of 104.00.
Debt Level and Coverage
Financial Position Analysis
Ownership
Capital Structure
Valuation - Summary
Valuation - Ratios
Revenue to Profit Conversion
Balance Sheet
Income Statement
Cash Flow
Related Companies
Powered by LiveAIWeight: 98
KOF is the publicly traded bottling arm of FEMSA (FMX), representing its largest and most significant business segment. It is an integral part of FEMSA's core operations and financial performance.
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FEMSA holds a significant strategic equity stake in Heineken, making it a key related entity. Changes in Heineken's performance directly impact FEMSA's financial results and strategic direction.
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A major independent bottler of Coca-Cola products in Latin America, Arca Continental is a direct peer and a primary competitor to Coca-Cola FEMSA (KOF) in key regional beverage markets.
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As the global franchisor and licensor for Coca-Cola FEMSA, The Coca-Cola Company is a foundational partner whose brand and concentrate supply are essential to FEMSA's core beverage operations.