ScoreWhy is Casa de Bolsa Finamex SAB de CV ?
1
Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 8.92%
- Poor long term growth as Net Sales has grown by an annual rate of 11.57%
2
Positive results in Jun 25
- NET SALES(HY) At MXN 7,897.99 MM has Grown at 46.68%
- PRE-TAX PROFIT(Q) At MXN 30.39 MM has Grown at 1,443.19%
- NET PROFIT(Q) At MXN 23.54 MM has Grown at 902.49%
3
With ROE of 14.75%, it has a attractive valuation with a 0.94 Price to Book Value
- Over the past year, while the stock has generated a return of 5.76%, its profits have risen by 103.1% ; the PEG ratio of the company is 0.1
4
Underperformed the market in the last 1 year
- The stock has generated a return of 5.76% in the last 1 year, much lower than market (Mexico IPC) returns of 26.18%
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Casa de Bolsa Finamex SAB de CV should be less than 10%
- Overall Portfolio exposure to Capital Markets should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Capital Markets)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Casa de Bolsa Finamex SAB de CV for you?
Low Risk, Low Return
Absolute
Risk Adjusted
Volatility
Casa de Bolsa Finamex SAB de CV
5.76%
0.79
8.96%
Mexico IPC
25.36%
1.61
16.27%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
11.57%
EBIT Growth (5y)
33.92%
EBIT to Interest (avg)
100.00
Debt to EBITDA (avg)
Negative Net Debt
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
21.49%
Dividend Payout Ratio
67.24%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
50.48%
ROE (avg)
8.92%
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
6
Industry P/E
Price to Book Value
0.94
EV to EBIT
2.66
EV to EBITDA
2.33
EV to Capital Employed
0.90
EV to Sales
0.08
PEG Ratio
0.06
Dividend Yield
0.03%
ROCE (Latest)
33.70%
ROE (Latest)
14.75%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Mildly Bullish
Mildly Bullish
RSI
Bearish
Bearish
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Mildly Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend19What is working for the Company
NET SALES(HY)
At MXN 7,897.99 MM has Grown at 46.68%
PRE-TAX PROFIT(Q)
At MXN 30.39 MM has Grown at 1,443.19%
NET PROFIT(Q)
At MXN 23.54 MM has Grown at 902.49%
RAW MATERIAL COST(Y)
Fallen by -710.06% (YoY
0What is not working for the Company
NO KEY NEGATIVE TRIGGERS
Here's what is working for Casa de Bolsa Finamex SAB de CV
Pre-Tax Profit
At MXN 30.39 MM has Grown at 1,443.19%
Year on Year (YoY)MOJO Watch
Near term Pre-Tax Profit trend is very positive
Pre-Tax Profit (MXN MM)
Net Profit
At MXN 23.54 MM has Grown at 902.49%
Year on Year (YoY)MOJO Watch
Near term Net Profit trend is very positive
Net Profit (MXN MM)
Net Sales
At MXN 7,897.99 MM has Grown at 46.68%
Year on Year (YoY)MOJO Watch
Near term sales trend is very positive
Net Sales (MXN MM)
Raw Material Cost
Fallen by -710.06% (YoY)
MOJO Watch
The company's ability to pass on the cost of raw materials to customers has improved; this may lead to a rise in profit margin
Raw Material Cost as a percentage of Sales
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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