Fomento Economico Mexicano (FMX)vsNovartis AG ADR (NVS)
FMX
Fomento Economico Mexicano
$121.20
+1.08%
CONSUMER DEFENSIVE · Cap: $40.85B
NVS
Novartis AG ADR
$146.03
+0.44%
HEALTHCARE · Cap: $277.42B
Smart Verdict
WallStSmart Research — data-driven comparison
Fomento Economico Mexicano generates 1408% more annual revenue ($852.92B vs $56.58B). NVS leads profitability with a 23.9% profit margin vs 3.3%. NVS appears more attractively valued with a PEG of 2.59. FMX earns a higher WallStSmart Score of 54/100 (C-).
FMX
Buy54
out of 100
Grade: C-
NVS
Buy51
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FMX.
Margin of Safety
-51.8%
Fair Value
$110.12
Current Price
$146.03
$35.91 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 167.8% YoY
Reasonable price relative to book value
Mega-cap, among the largest globally
Every $100 of equity generates 35 in profit
Strong operational efficiency at 30.5%
Keeps 24 of every $100 in revenue as profit
Generating 2.9B in free cash flow
Areas to Watch
Moderate valuation
3.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Grey zone — moderate risk
Expensive relative to growth rate
Revenue declined 0.7%
Earnings declined 9.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : FMX
The strongest argument for FMX centers on EPS Growth, Price/Book.
Bull Case : NVS
The strongest argument for NVS centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 23.9% and operating margin at 30.5%.
Bear Case : FMX
The primary concerns for FMX are P/E Ratio, Profit Margin, Piotroski F-Score. Thin 3.3% margins leave little buffer for downturns.
Bear Case : NVS
The primary concerns for NVS are Altman Z-Score, PEG Ratio, Revenue Growth.
Key Dynamics to Monitor
FMX profiles as a value stock while NVS is a declining play — different risk/reward profiles.
NVS carries more volatility with a beta of 0.49 — expect wider price swings.
FMX is growing revenue faster at 6.3% — sustainability is the question.
NVS generates stronger free cash flow (2.9B), providing more financial flexibility.
Bottom Line
FMX scores higher overall (54/100 vs 51/100). Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fomento Economico Mexicano
CONSUMER DEFENSIVE · BEVERAGES - BREWERS · USA
Fomento Econmico Mexicano, SAB de CV, is a bottler of Coca-Cola brand beverages. The company is headquartered in Monterrey, Mexico.
Novartis AG ADR
HEALTHCARE · DRUG MANUFACTURERS - GENERAL · USA
Novartis AG researches, develops, manufactures and markets medical devices worldwide. The company is headquartered in Basel, Switzerland.
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