Fomento Econmico (Germany) Performance

FOMA Stock  EUR 80.50  2.00  2.42%   
The firm shows a Beta (market volatility) of -0.11, which means not very significant fluctuations relative to the market. As returns on the market increase, returns on owning Fomento Econmico are expected to decrease at a much lower rate. During the bear market, Fomento Econmico is likely to outperform the market. At this point, Fomento Econmico Mexicano has a negative expected return of -0.0807%. Please make sure to confirm Fomento Econmico's information ratio, total risk alpha, potential upside, as well as the relationship between the jensen alpha and treynor ratio , to decide if Fomento Econmico Mexicano performance from the past will be repeated at some point in the near future.

Risk-Adjusted Performance

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Over the last 90 days Fomento Econmico Mexicano has generated negative risk-adjusted returns adding no value to investors with long positions. Despite nearly stable primary indicators, Fomento Econmico is not utilizing all of its potentials. The current stock price disturbance, may contribute to mid-run losses for the stockholders. ...more
Begin Period Cash Flow97.4 B
  

Fomento Econmico Relative Risk vs. Return Landscape

If you would invest  8,755  in Fomento Econmico Mexicano on September 23, 2024 and sell it today you would lose (505.00) from holding Fomento Econmico Mexicano or give up 5.77% of portfolio value over 90 days. Fomento Econmico Mexicano is producing return of less than zero assuming 1.3766% volatility of returns over the 90 days investment horizon. Simply put, 12% of all stocks have less volatile historical return distribution than Fomento Econmico, and 99% of all equity instruments are likely to generate higher returns than the company over the next 90 trading days.
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Assuming the 90 days trading horizon Fomento Econmico is expected to under-perform the market. In addition to that, the company is 1.72 times more volatile than its market benchmark. It trades about -0.06 of its total potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.04 per unit of volatility.

Fomento Econmico Market Risk Analysis

Today, many novice investors tend to focus exclusively on investment returns with little concern for Fomento Econmico's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Fomento Econmico Mexicano, and traders can use it to determine the average amount a Fomento Econmico's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.

Sharpe Ratio = -0.0586

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Negative ReturnsFOMA

Estimated Market Risk

 1.38
  actual daily
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88% of assets are more volatile

Expected Return

 -0.08
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Most of other assets have higher returns

Risk-Adjusted Return

 -0.06
  actual daily
0
Most of other assets perform better
Based on monthly moving average Fomento Econmico is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Fomento Econmico by adding Fomento Econmico to a well-diversified portfolio.

Fomento Econmico Fundamentals Growth

Fomento Stock prices reflect investors' perceptions of the future prospects and financial health of Fomento Econmico, and Fomento Econmico fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Fomento Stock performance.

About Fomento Econmico Performance

By analyzing Fomento Econmico's fundamental ratios, stakeholders can gain valuable insights into Fomento Econmico's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Fomento Econmico has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Fomento Econmico has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
Fomento Econmico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a bottler of Coca-Cola trademark beverages. Fomento Econmico Mexicano, S.A.B. de C.V. was founded in 1890 and is headquartered in Monterrey, Mexico. FOM ECO operates under BeveragesBrewers classification in Germany and is traded on Frankfurt Stock Exchange. It employs 313693 people.

Things to note about Fomento Econmico Mexicano performance evaluation

Checking the ongoing alerts about Fomento Econmico for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Fomento Econmico Mexicano help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
Fomento Econmico generated a negative expected return over the last 90 days
Evaluating Fomento Econmico's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Fomento Econmico's stock performance include:
  • Analyzing Fomento Econmico's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
  • Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Fomento Econmico's stock is overvalued or undervalued compared to its peers.
  • Examining Fomento Econmico's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
  • Evaluating Fomento Econmico's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Fomento Econmico's management team can help you assess the Company's leadership.
  • Pay attention to analyst opinions and ratings of Fomento Econmico's stock. These opinions can provide insight into Fomento Econmico's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Fomento Econmico's stock performance is not an exact science, and many factors can impact Fomento Econmico's stock market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.

Complementary Tools for Fomento Stock analysis

When running Fomento Econmico's price analysis, check to measure Fomento Econmico's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Fomento Econmico is operating at the current time. Most of Fomento Econmico's value examination focuses on studying past and present price action to predict the probability of Fomento Econmico's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Fomento Econmico's price. Additionally, you may evaluate how the addition of Fomento Econmico to your portfolios can decrease your overall portfolio volatility.
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