Beverages - Alcoholic
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4 / 10Stock Comparison
FMX vs WMT vs KO vs COST
Revenue, margins, valuation, and 5-year total return — side by side.
Specialty Retail
Beverages - Non-Alcoholic
Discount Stores
FMX vs WMT vs KO vs COST — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | ||||
|---|---|---|---|---|
| Industry | Beverages - Alcoholic | Specialty Retail | Beverages - Non-Alcoholic | Discount Stores |
| Market Cap | $4.14B | $1.04T | $337.62B | $448.58B |
| Revenue (TTM) | $841.93B | $703.06B | $49.28B | $286.26B |
| Net Income (TTM) | $20.06B | $22.91B | $13.70B | $8.55B |
| Gross Margin | 40.6% | 24.9% | 61.7% | 12.9% |
| Operating Margin | 8.6% | 4.1% | 29.3% | 3.8% |
| Forward P/E | 1.4x | 44.7x | 24.1x | 49.5x |
| Total Debt | $257.98B | $67.09B | $45.49B | $8.17B |
| Cash & Equiv. | $108.52B | $10.73B | $10.27B | $14.16B |
FMX vs WMT vs KO vs COST — 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% |
| Walmart Inc. (WMT) | 100 | 314.9 | +214.9% |
| The Coca-Cola Compa… (KO) | 100 | 168.0 | +68.0% |
| Costco Wholesale Co… (COST) | 100 | 328.1 | +228.1% |
Price return only. Dividends and distributions are not included.
Quick Verdict: FMX vs WMT vs KO vs COST
Each card shows where this stock fits in a portfolio — not just who wins on paper.
FMX has the current edge in this matchup, primarily because of its strength in defensive.
- Beta 0.34, yield 64.8%, current ratio 1.35x
- Lower P/E (1.4x vs 49.5x)
- 64.8% yield, vs WMT's 0.7%
WMT is the #2 pick in this set and the best alternative if income & stability and sleep-well-at-night is your priority.
- Dividend streak 37 yrs, beta 0.12, yield 0.7%
- Lower volatility, beta 0.12, Low D/E 67.2%, current ratio 0.79x
- Beta 0.12 vs FMX's 0.34, lower leverage
- +32.7% vs COST's +1.0%
KO is the clearest fit if your priority is valuation efficiency.
- PEG 2.16 vs WMT's 4.06
- 27.8% margin vs FMX's 2.4%
- 13.1% ROA vs FMX's 2.4%, ROIC 15.8% vs 0.6%
COST is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 8.2%, EPS growth 10.0%, 3Y rev CAGR 6.6%
- 6.2% 10Y total return vs WMT's 499.5%
- 8.2% revenue growth vs FMX's -94.8%
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 49.5x) | |
| Quality / Margins | 27.8% margin vs FMX's 2.4% | |
| Stability / Safety | Beta 0.12 vs FMX's 0.34, lower leverage | |
| Dividends | 64.8% yield, vs WMT's 0.7% | |
| Momentum (1Y) | +32.7% vs COST's +1.0% | |
| Efficiency (ROA) | 13.1% ROA vs FMX's 2.4%, ROIC 15.8% vs 0.6% |
FMX vs WMT vs KO vs COST — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FMX vs WMT vs KO vs COST — Financial Metrics
Side-by-side numbers across 4 stocks — who leads on profitability, valuation, growth, and risk.
Who Leads Where
KO leads in 1 of 6 categories
FMX leads 1 • COST leads 1 • WMT leads 1 • 2 tied
Explore the data ↓Income & Cash Flow (Last 12 Months)
KO 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 — 17.1x KO's $49.3B. KO is the more profitable business, keeping 27.8% of every revenue dollar as net income compared to FMX's 2.4%. On growth, KO holds the edge at +12.1% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | ||||
|---|---|---|---|---|
| RevenueTrailing 12 months | $841.9B | $703.1B | $49.3B | $286.3B |
| EBITDAEarnings before interest/tax | $71.8B | $42.8B | $15.5B | $13.5B |
| Net IncomeAfter-tax profit | $20.1B | $22.9B | $13.7B | $8.5B |
| Free Cash FlowCash after capex | $21.3B | $15.3B | $12.6B | $9.1B |
| Gross MarginGross profit ÷ Revenue | +40.6% | +24.9% | +61.7% | +12.9% |
| Operating MarginEBIT ÷ Revenue | +8.6% | +4.1% | +29.3% | +3.8% |
| Net MarginNet income ÷ Revenue | +2.4% | +3.3% | +27.8% | +3.0% |
| FCF MarginFCF ÷ Revenue | +2.5% | +2.2% | +25.5% | +3.2% |
| Rev. Growth (YoY)Latest quarter vs prior year | +1.7% | +5.8% | +12.1% | +9.2% |
| EPS Growth (YoY)Latest quarter vs prior year | +21.6% | +35.1% | +18.2% | -2.1% |
Valuation Metrics
FMX leads this category, winning 6 of 7 comparable metrics.
Valuation Metrics
At 4.4x trailing earnings, FMX trades at a 92% valuation discount to COST's 55.6x P/E. Adjusting for growth (PEG ratio), KO offers better value at 2.31x vs WMT's 4.33x — a lower PEG means you pay less per unit of expected earnings growth.
| Metric | ||||
|---|---|---|---|---|
| Market CapShares × price | $4.1B | $1.04T | $337.6B | $448.6B |
| Enterprise ValueMkt cap + debt − cash | $153.6B | $1.09T | $372.8B | $442.6B |
| Trailing P/EPrice ÷ TTM EPS | 4.36x | 47.69x | 25.80x | 55.58x |
| Forward P/EPrice ÷ next-FY EPS est. | 1.36x | 44.71x | 24.11x | 49.51x |
| PEG RatioP/E ÷ EPS growth rate | — | 4.33x | 2.31x | 3.68x |
| EV / EBITDAEnterprise value multiple | 23.81x | 24.85x | 25.17x | 34.55x |
| Price / SalesMarket cap ÷ Revenue | 0.09x | 1.46x | 7.04x | 1.63x |
| Price / BookPrice ÷ Book value/share | 0.01x | 10.45x | 9.87x | 15.44x |
| Price / FCFMarket cap ÷ FCF | 2.55x | 24.97x | 63.75x | 57.24x |
Profitability & Efficiency
COST leads this category, winning 7 of 9 comparable metrics.
Profitability & Efficiency
KO delivers a 41.1% return on equity — every $100 of shareholder capital generates $41 in annual profit, vs $6 for FMX. COST carries lower financial leverage with a 0.28x debt-to-equity ratio, signaling a more conservative balance sheet compared to KO's 1.33x. On the Piotroski fundamental quality scale (0–9), KO scores 7/9 vs FMX's 4/9, reflecting strong financial health.
| Metric | ||||
|---|---|---|---|---|
| ROE (TTM)Return on equity | +5.8% | +22.3% | +41.1% | +28.8% |
| ROA (TTM)Return on assets | +2.4% | +7.9% | +13.1% | +10.7% |
| ROICReturn on invested capital | +0.6% | +14.7% | +15.8% | +34.5% |
| ROCEReturn on capital employed | +0.6% | +17.5% | +17.3% | +27.9% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 | 7 | 7 |
| Debt / EquityFinancial leverage | 0.78x | 0.67x | 1.33x | 0.28x |
| Net DebtTotal debt minus cash | $149.5B | $56.4B | $35.2B | -$6.0B |
| Cash & Equiv.Liquid assets | $108.5B | $10.7B | $10.3B | $14.2B |
| Total DebtShort + long-term debt | $258.0B | $67.1B | $45.5B | $8.2B |
| Interest CoverageEBIT ÷ Interest expense | 3.89x | 11.85x | 10.70x | 77.52x |
Total Returns (Dividends Reinvested)
WMT leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in WMT five years ago would be worth $28,695 today (with dividends reinvested), compared to $16,109 for KO. Over the past 12 months, WMT leads with a +32.7% total return vs COST's +1.0%. The 3-year compound annual growth rate (CAGR) favors WMT at 37.6% vs KO's 9.7% — a key indicator of consistent wealth creation.
| Metric | ||||
|---|---|---|---|---|
| YTD ReturnYear-to-date | +22.5% | +15.7% | +14.3% | +18.8% |
| 1-Year ReturnPast 12 months | +22.7% | +32.7% | +11.2% | +1.0% |
| 3-Year ReturnCumulative with dividends | +35.8% | +160.5% | +31.9% | +108.7% |
| 5-Year ReturnCumulative with dividends | +72.7% | +186.9% | +61.1% | +172.8% |
| 10-Year ReturnCumulative with dividends | +63.3% | +499.5% | +111.2% | +625.0% |
| CAGR (3Y)Annualised 3-year return | +10.7% | +37.6% | +9.7% | +27.8% |
Risk & Volatility
Evenly matched — WMT and KO each lead in 1 of 2 comparable metrics.
Risk & Volatility
KO is the less volatile stock with a -0.09 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.
| Metric | ||||
|---|---|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.34x | 0.12x | -0.09x | 0.13x |
| 52-Week HighHighest price in past year | $124.24 | $134.69 | $82.00 | $1067.08 |
| 52-Week LowLowest price in past year | $83.08 | $91.89 | $65.35 | $846.80 |
| % of 52W HighCurrent price vs 52-week peak | +96.5% | +96.7% | +95.7% | +94.8% |
| RSI (14)Momentum oscillator 0–100 | 67.7 | 55.9 | 61.7 | 47.3 |
| Avg Volume (50D)Average daily shares traded | 412K | 17.2M | 13.4M | 1.7M |
Analyst Outlook
Evenly matched — FMX and WMT each lead in 1 of 2 comparable metrics.
Analyst Outlook
Analyst consensus: FMX as "Buy", WMT as "Buy", KO as "Buy", COST as "Buy". Consensus price targets imply 9.3% upside for KO (target: $86) vs -3.3% for FMX (target: $116). For income investors, FMX offers the higher dividend yield at 64.75% vs COST's 0.48%.
| Metric | ||||
|---|---|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy | Buy | Buy |
| Price TargetConsensus 12-month target | $116.00 | $137.04 | $85.71 | $1070.00 |
| # AnalystsCovering analysts | 11 | 64 | 48 | 58 |
| Dividend YieldAnnual dividend ÷ price | +64.8% | +0.7% | +2.6% | +0.5% |
| Dividend StreakConsecutive years of raises | 0 | 37 | 35 | 0 |
| Dividend / ShareAnnual DPS | $77.65 | $0.94 | $2.04 | $4.91 |
| Buyback YieldShare repurchases ÷ mkt cap | +15.5% | +0.8% | +0.2% | +0.2% |
KO leads in 1 of 6 categories (Income & Cash Flow). FMX leads in 1 (Valuation Metrics). 2 tied.
FMX vs WMT vs KO vs COST: Key Questions Answered
10 questions · data-driven answers · updated daily
01Is FMX or WMT or KO or COST a better buy right now?
For growth investors, Costco Wholesale Corporation (COST) 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 WMT or KO or COST?
On trailing P/E, Fomento Económico Mexicano, S.
A. B. de C. V. (FMX) is the cheapest at 4. 4x versus Costco Wholesale Corporation at 55. 6x. On forward P/E, Fomento Económico Mexicano, S. A. B. de C. V. is actually cheaper at 1. 4x. The PEG ratio (P/E divided by earnings growth rate) is the most growth-adjusted single valuation metric: The Coca-Cola Company wins at 2. 16x versus Walmart Inc. 's 4. 06x.
03Which is the better long-term investment — FMX or WMT or KO or COST?
Over the past 5 years, Walmart Inc.
(WMT) delivered a total return of +186. 9%, compared to +61. 1% for The Coca-Cola Company (KO). Over 10 years, the gap is even starker: COST returned +625. 0% 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 WMT or KO or COST?
By beta (market sensitivity over 5 years), The Coca-Cola Company (KO) is the lower-risk stock at -0.
09β versus Fomento Económico Mexicano, S. A. B. de C. V. 's 0. 34β — meaning FMX is approximately -491% more volatile than KO relative to the S&P 500. On balance sheet safety, Costco Wholesale Corporation (COST) carries a lower debt/equity ratio of 28% versus 133% for The Coca-Cola Company — giving it more financial flexibility in a downturn.
05Which is growing faster — FMX or WMT or KO or COST?
By revenue growth (latest reported year), Costco Wholesale Corporation (COST) 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: The Coca-Cola Company grew EPS 23. 6% year-over-year, compared to -96. 3% for Fomento Económico Mexicano, S. A. B. de C. V.. Over a 3-year CAGR, COST leads at 6. 6% 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 WMT or KO or COST?
The Coca-Cola Company (KO) is the more profitable company, earning 27.
3% net margin versus 2. 3% for Fomento Económico Mexicano, S. A. B. de C. V. — meaning it keeps 27. 3% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: KO leads at 28. 7% versus 3. 8% for COST. At the gross margin level — before operating expenses — KO leads at 61. 6%, 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 WMT or KO or COST more undervalued right now?
The PEG ratio (forward P/E divided by expected earnings growth rate) is the most precise measure of undervaluation relative to growth potential.
By this metric, The Coca-Cola Company (KO) is the more undervalued stock at a PEG of 2. 16x versus Walmart Inc. 's 4. 06x. Both stocks trade at elevated growth-adjusted valuations, so expected growth needs to materialise. On forward earnings alone, Fomento Económico Mexicano, S. A. B. de C. V. (FMX) trades at 1. 4x forward P/E versus 49. 5x for Costco Wholesale Corporation — 48. 2x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for KO: 9. 3% to $85. 71.
08Which pays a better dividend — FMX or WMT or KO or COST?
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 0. 5% for Costco Wholesale Corporation (COST).
09Is FMX or WMT or KO or COST better for a retirement portfolio?
For long-horizon retirement investors, Walmart Inc.
(WMT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 12), 0. 7% yield, +499. 5% 10Y return). Both have compounded well over 10 years (WMT: +499. 5%, 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 WMT and KO and COST?
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; WMT is a mega-cap quality compounder stock; KO is a large-cap quality compounder stock; COST is a large-cap quality compounder stock. FMX, WMT, KO pay a dividend while COST does not, making them suitable for different income and tax situations. 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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