Beverages - Alcoholic
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FMX vs KDP
Revenue, margins, valuation, and 5-year total return — side by side.
Beverages - Non-Alcoholic
FMX vs KDP — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||
|---|---|---|
| Industry | Beverages - Alcoholic | Beverages - Non-Alcoholic |
| Market Cap | $4.14B | $38.75B |
| Revenue (TTM) | $841.93B | $16.94B |
| Net Income (TTM) | $20.06B | $1.83B |
| Gross Margin | 40.6% | 53.8% |
| Operating Margin | 8.6% | 21.3% |
| Forward P/E | 1.4x | 12.5x |
| Total Debt | $257.98B | $16.14B |
| Cash & Equiv. | $108.52B | $1.03B |
FMX vs KDP — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
| Stock | May 20 | May 26 | Return |
|---|---|---|---|
| Fomento Económico M… (FMX) | 100 | 177.1 | +77.1% |
| Keurig Dr Pepper In… (KDP) | 100 | 102.1 | +2.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FMX vs KDP
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FMX is the clearest fit if your priority is defensive.
- Beta 0.34, yield 64.8%, current ratio 1.35x
- Lower P/E (1.4x vs 12.5x)
- 64.8% yield, vs KDP's 3.2%
KDP carries the broadest edge in this set and is the clearest fit for income & stability and growth exposure.
- Dividend streak 7 yrs, beta 0.15, yield 3.2%
- Rev growth 8.2%, EPS growth 45.7%, 3Y rev CAGR 5.7%
- 8.3% 10Y total return vs FMX's 63.3%
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | 8.2% revenue growth vs FMX's -94.8% | |
| Value | Lower P/E (1.4x vs 12.5x) | |
| Quality / Margins | 10.8% margin vs FMX's 2.4% | |
| Stability / Safety | Beta 0.15 vs FMX's 0.34, lower leverage | |
| Dividends | 64.8% yield, vs KDP's 3.2% | |
| Momentum (1Y) | +22.7% vs KDP's -13.5% | |
| Efficiency (ROA) | 3.1% ROA vs FMX's 2.4%, ROIC 6.7% vs 0.6% |
FMX vs KDP — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FMX vs KDP — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
Income & Cash Flow (Last 12 Months)
KDP leads this category, winning 5 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
FMX is the larger business by revenue, generating $841.9B annually — 49.7x KDP's $16.9B. KDP is the more profitable business, keeping 10.8% of every revenue dollar as net income compared to FMX's 2.4%. On growth, KDP holds the edge at +9.4% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||
|---|---|---|
| RevenueTrailing 12 months | $841.9B | $16.9B |
| EBITDAEarnings before interest/tax | $71.8B | $3.9B |
| Net IncomeAfter-tax profit | $20.1B | $1.8B |
| Free Cash FlowCash after capex | $21.3B | $1.6B |
| Gross MarginGross profit ÷ Revenue | +40.6% | +53.8% |
| Operating MarginEBIT ÷ Revenue | +8.6% | +21.3% |
| Net MarginNet income ÷ Revenue | +2.4% | +10.8% |
| FCF MarginFCF ÷ Revenue | +2.5% | +9.3% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.7% | +9.4% |
| EPS Growth (YoY)Latest quarter vs prior year | +21.6% | -47.4% |
Valuation Metrics
FMX leads this category, winning 5 of 6 comparable metrics.
Valuation Metrics
At 4.4x trailing earnings, FMX trades at a 77% valuation discount to KDP's 18.6x P/E. On an enterprise value basis, KDP's 12.2x EV/EBITDA is more attractive than FMX's 23.8x.
| Metric | ||
|---|---|---|
| Market CapShares × price | $4.1B | $38.7B |
| Enterprise ValueMkt cap + debt − cash | $153.6B | $53.9B |
| Trailing P/EPrice ÷ TTM EPS | 4.36x | 18.64x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.36x | 12.53x |
| PEG RatioP/E ÷ EPS growth rate | — | 1.78x |
| EV / EBITDAEnterprise value multiple | 23.81x | 12.24x |
| Price / SalesMarket cap ÷ Revenue | 0.09x | 2.33x |
| Price / BookPrice ÷ Book value/share | 0.01x | 1.52x |
| Price / FCFMarket cap ÷ FCF | 2.55x | 25.75x |
Profitability & Efficiency
KDP leads this category, winning 8 of 9 comparable metrics.
Profitability & Efficiency
KDP delivers a 7.0% return on equity — every $100 of shareholder capital generates $7 in annual profit, vs $6 for FMX. KDP carries lower financial leverage with a 0.63x debt-to-equity ratio, signaling a more conservative balance sheet compared to FMX's 0.78x. On the Piotroski fundamental quality scale (0–9), KDP scores 7/9 vs FMX's 4/9, reflecting strong financial health.
| Metric | ||
|---|---|---|
| ROE (TTM)Return on equity | +5.8% | +7.0% |
| ROA (TTM)Return on assets | +2.4% | +3.1% |
| ROICReturn on invested capital | +0.6% | +6.7% |
| ROCEReturn on capital employed | +0.6% | +7.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 7 |
| Debt / EquityFinancial leverage | 0.78x | 0.63x |
| Net DebtTotal debt minus cash | $149.5B | $15.1B |
| Cash & Equiv.Liquid assets | $108.5B | $1.0B |
| Total DebtShort + long-term debt | $258.0B | $16.1B |
| Interest CoverageEBIT ÷ Interest expense | 3.89x | 3.68x |
Total Returns (Dividends Reinvested)
FMX leads this category, winning 5 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in FMX five years ago would be worth $17,270 today (with dividends reinvested), compared to $8,942 for KDP. Over the past 12 months, FMX leads with a +22.7% total return vs KDP's -13.5%. The 3-year compound annual growth rate (CAGR) favors FMX at 10.7% vs KDP's -1.7% — a key indicator of consistent wealth creation.
| Metric | ||
|---|---|---|
| YTD ReturnYear-to-date | +22.5% | +4.5% |
| 1-Year ReturnPast 12 months | +22.7% | -13.5% |
| 3-Year ReturnCumulative with dividends | +35.8% | -5.1% |
| 5-Year ReturnCumulative with dividends | +72.7% | -10.6% |
| 10-Year ReturnCumulative with dividends | +63.3% | +833.4% |
| CAGR (3Y)Annualised 3-year return | +10.7% | -1.7% |
Risk & Volatility
Evenly matched — FMX and KDP each lead in 1 of 2 comparable metrics.
Risk & Volatility
KDP is the less volatile stock with a 0.15 beta — it tends to amplify market swings less than FMX's 0.34 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. FMX currently trades 96.5% from its 52-week high vs KDP's 79.4% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | ||
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.34x | 0.15x |
| 52-Week HighHighest price in past year | $124.24 | $35.94 |
| 52-Week LowLowest price in past year | $83.08 | $24.88 |
| % of 52W HighCurrent price vs 52-week peak | +96.5% | +79.4% |
| RSI (14)Momentum oscillator 0–100 | 67.7 | 57.9 |
| Avg Volume (50D)Average daily shares traded | 412K | 10.9M |
Analyst Outlook
Evenly matched — FMX and KDP each lead in 1 of 2 comparable metrics.
Analyst Outlook
Wall Street rates FMX as "Buy" and KDP as "Buy". Consensus price targets imply 13.4% upside for KDP (target: $32) vs -3.3% for FMX (target: $116). For income investors, FMX offers the higher dividend yield at 64.75% vs KDP's 3.22%.
| Metric | ||
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $116.00 | $32.33 |
| # AnalystsCovering analysts | 11 | 28 |
| Dividend YieldAnnual dividend ÷ price | +64.8% | +3.2% |
| Dividend StreakConsecutive years of raises | 0 | 7 |
| Dividend / ShareAnnual DPS | $77.65 | $0.92 |
| Buyback YieldShare repurchases ÷ mkt cap | +15.5% | +0.0% |
KDP leads in 2 of 6 categories (Income & Cash Flow, Profitability & Efficiency). FMX leads in 2 (Valuation Metrics, Total Returns). 2 tied.
FMX vs KDP: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is FMX or KDP a better buy right now?
For growth investors, Keurig Dr Pepper Inc.
(KDP) is the stronger pick with 8. 2% revenue growth year-over-year, versus -94. 8% for Fomento Económico Mexicano, S. A. B. de C. V. (FMX). Fomento Económico Mexicano, S. A. B. de C. V. (FMX) offers the better valuation at 4. 4x trailing P/E (1. 4x forward), making it the more compelling value choice. Analysts rate Fomento Económico Mexicano, S. A. B. de C. V. (FMX) a "Buy" — based on 11 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — FMX or KDP?
On trailing P/E, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) is the cheapest at 4. 4x versus Keurig Dr Pepper Inc. at 18. 6x. On forward P/E, Fomento Económico Mexicano, S. A. B. de C. V. is actually cheaper at 1. 4x.
03Which is the better long-term investment — FMX or KDP?
Over the past 5 years, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) delivered a total return of +72. 7%, compared to -10. 6% for Keurig Dr Pepper Inc. (KDP). Over 10 years, the gap is even starker: KDP returned +833. 4% versus FMX's +63. 3%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — FMX or KDP?
By beta (market sensitivity over 5 years), Keurig Dr Pepper Inc.
(KDP) is the lower-risk stock at 0. 15β versus Fomento Económico Mexicano, S. A. B. de C. V. 's 0. 34β — meaning FMX is approximately 123% more volatile than KDP relative to the S&P 500. On balance sheet safety, Keurig Dr Pepper Inc. (KDP) carries a lower debt/equity ratio of 63% versus 78% for Fomento Económico Mexicano, S. A. B. de C. V. — giving it more financial flexibility in a downturn.
05Which is growing faster — FMX or KDP?
By revenue growth (latest reported year), Keurig Dr Pepper Inc.
(KDP) is pulling ahead at 8. 2% versus -94. 8% for Fomento Económico Mexicano, S. A. B. de C. V. (FMX). On earnings-per-share growth, the picture is similar: Keurig Dr Pepper Inc. grew EPS 45. 7% year-over-year, compared to -96. 3% for Fomento Económico Mexicano, S. A. B. de C. V.. Over a 3-year CAGR, KDP leads at 5. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — FMX or KDP?
Keurig Dr Pepper Inc.
(KDP) is the more profitable company, earning 12. 5% net margin versus 2. 3% for Fomento Económico Mexicano, S. A. B. de C. V. — meaning it keeps 12. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KDP leads at 22. 0% versus 8. 6% for FMX. At the gross margin level — before operating expenses — KDP leads at 52. 4%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is FMX or KDP more undervalued right now?
On forward earnings alone, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) trades at 1. 4x forward P/E versus 12. 5x for Keurig Dr Pepper Inc. — 11. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KDP: 13. 4% to $32. 33.
08Which pays a better dividend — FMX or KDP?
All stocks in this comparison pay dividends.
Fomento Económico Mexicano, S. A. B. de C. V. (FMX) offers the highest yield at 64. 8%, versus 3. 2% for Keurig Dr Pepper Inc. (KDP).
09Is FMX or KDP better for a retirement portfolio?
For long-horizon retirement investors, Keurig Dr Pepper Inc.
(KDP) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 15), 3. 2% yield, +833. 4% 10Y return). Both have compounded well over 10 years (KDP: +833. 4%, FMX: +63. 3%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between FMX and KDP?
Both stocks operate in the Consumer Defensive sector, making this a peer-level intra-sector comparison — the same macro tailwinds and headwinds will affect both.
In terms of investment character: FMX is a small-cap deep-value stock; KDP is a mid-cap income-oriented stock. These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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