Fomento Economico Mexicano (FMX)vsSBA Communications Corp (SBAC)
FMX
Fomento Economico Mexicano
$118.24
+5.56%
CONSUMER DEFENSIVE · Cap: $38.16B
SBAC
SBA Communications Corp
$221.20
+2.42%
REAL ESTATE · Cap: $22.91B
Smart Verdict
WallStSmart Research — data-driven comparison
Fomento Economico Mexicano generates 29773% more annual revenue ($840.95B vs $2.82B). SBAC leads profitability with a 37.4% profit margin vs 2.3%. SBAC appears more attractively valued with a PEG of 4.89. SBAC earns a higher WallStSmart Score of 54/100 (C-).
FMX
Buy54
out of 100
Grade: C-
SBAC
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for FMX.
Margin of Safety
+12.1%
Fair Value
$217.30
Current Price
$221.20
$3.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 63.5% YoY
Reasonable price relative to book value
Keeps 37 of every $100 in revenue as profit
Strong operational efficiency at 52.4%
Earnings expanding 115.6% YoY
Areas to Watch
2.3% margin — thin
Weak financial health signals
Expensive relative to growth rate
Premium valuation, high expectations priced in
3.7% revenue growth
ROE of 0.0% — below average capital efficiency
Expensive relative to growth rate
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : FMX
The strongest argument for FMX centers on EPS Growth, Price/Book.
Bull Case : SBAC
The strongest argument for SBAC centers on Profit Margin, Operating Margin, EPS Growth. Profitability is solid with margins at 37.4% and operating margin at 52.4%.
Bear Case : FMX
The primary concerns for FMX are Profit Margin, Piotroski F-Score, PEG Ratio. A P/E of 42.8x leaves little room for execution misses. Thin 2.3% margins leave little buffer for downturns.
Bear Case : SBAC
The primary concerns for SBAC are Revenue Growth, Return on Equity, PEG Ratio.
Key Dynamics to Monitor
SBAC carries more volatility with a beta of 0.88 — expect wider price swings.
FMX is growing revenue faster at 5.5% — sustainability is the question.
FMX generates stronger free cash flow (526M), providing more financial flexibility.
Monitor BEVERAGES - BREWERS industry trends, competitive dynamics, and regulatory changes.
Bottom Line
FMX scores higher overall (54/100 vs 54/100). 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.
SBA Communications Corp
REAL ESTATE · REIT - SPECIALTY · USA
SBA Communications Corporation is a real estate investment trust which owns and operates wireless infrastructure in the United States, Canada, Central America, South America, and South Africa.
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