Grupo Carso SAB de CV (GCARSOA1) Stock Recommendation | Score, Valuation, Technicals & Financial Trend

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

Comparison

Company

Score

Quality

Valuation

Financial

Technical

Grupo Palacio de Hierro SAB de CV

El Puerto de Liverpool SAB de CV

Grupo Carso SAB de CV

Grupo Sanborns SAB de CV

Why is Grupo Carso SAB de CV ?

ROCE(HY) Lowest at 5.3%
PRE-TAX PROFIT(Q) At MXN 3,321.48 MM has Fallen at -49.22%
DIVIDEND PAYOUT RATIO(Y) Lowest at 0%

With ROE of 10.74%, it has a very expensive valuation with a 1.97 Price to Book Value

The stock is trading at a premium compared to its peers' average historical valuations
Over the past year, while the stock has generated a return of 8.78%, its profits have risen by 2.8% ; the PEG ratio of the company is 6.6

Underperformed the market in the last 1 year

The stock has generated a return of 8.78% in the last 1 year, much lower than market (Mexico IPC) returns of 31.40%

Real-Time Research Report

Verdict Report

How much should you sell?

All quantity irrespective of whether you are making profits or losses

(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Retailing)

When to re-enter? - We will constantly monitor the company and review our call based on new data

Is Grupo Carso SAB de CV for you?

Medium Risk, High Return

Absolute

Risk Adjusted

Volatility

Grupo Carso SAB de CV

8.78%

106.71

36.84%

Mexico IPC

31.4%

1.71

18.32%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

15.29%

EBIT Growth (5y)

16.60%

EBIT to Interest (avg)

4.97

Debt to EBITDA (avg)

1.15

Net Debt to Equity (avg)

0.25

Sales to Capital Employed (avg)

1.07

Tax Ratio

27.43%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

0.00%

ROCE (avg)

12.41%

ROE (avg)

11.22%

Valuation

Valuation Scorecard

Valuation grade scale :

Very Risky, Risky, Very Expensive, Expensive, Fair, Attractive, Very Attractive

Valuation Key Factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

1.97

EV to EBIT

15.04

EV to EBITDA

10.88

EV to Capital Employed

1.80

EV to Sales

1.53

PEG Ratio

6.55

Dividend Yield

ROCE (Latest)

11.97%

ROE (Latest)

10.74%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Bullish

Mildly Bearish

RSI

No Signal

Bollinger Bands

Bullish

Moving Averages

Mildly Bearish (Daily)

KST

Mildly Bullish

Bullish

Dow Theory

Mildly Bullish

OBV

Mildly Bullish

Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned

Technical Movement

Analyse All Technical Factors

Financial Trend

Financial Trend Scorecard

Financial Trend scale:

Very Negative, Negative, Flat, Positive, Very Positive, Outstanding

8What is working for the Company

OPERATING CASH FLOW(Y)

Highest at MXN 30,405.2 MM

INTEREST COVERAGE RATIO(Q)

Highest at 760.66

CASH AND EQV(HY)

Highest at MXN 40,887.06 MM

DEBT-EQUITY RATIO (HY)

Lowest at 13.19 %

-14What is not working for the Company

ROCE(HY)

Lowest at 5.3%

PRE-TAX PROFIT(Q)

At MXN 3,321.48 MM has Fallen at -49.22%

DIVIDEND PAYOUT RATIO(Y)

Lowest at 0%

INVENTORY TURNOVER RATIO(HY)

Lowest at 4.81 times

DIVIDEND PER SHARE(HY)

Lowest at MXN 3.31

OPERATING PROFIT MARGIN(Q)

Lowest at 11.12 %

NET PROFIT(Q)

Fallen at -38.99%

Here's what is working for Grupo Carso SAB de CV

Operating Cash Flow

Highest at MXN 30,405.2 MM and Grown

In each year in the last three years

MOJO Watch

The company has generated higher cash revenues from business operations

Operating Cash Flows (MXN MM)

Interest Coverage Ratio

Highest at 760.66

in the last five periods

MOJO Watch

The company's ability to manage interest payments is improving

Operating Profit to Interest

Cash and Eqv

Highest at MXN 40,887.06 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Debt-Equity Ratio

Lowest at 13.19 %

in the last five Semi-Annual periods

MOJO Watch

The company has been reducing its borrowing as compared to equity capital

Debt-Equity Ratio

Here's what is not working for Grupo Carso SAB de CV

Pre-Tax Profit

At MXN 3,321.48 MM has Fallen at -49.22%

Year on Year (YoY)

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (MXN MM)

Operating Profit Margin

Lowest at 11.12 %

in the last five periods

MOJO Watch

Company's profit margin has deteriorated

Operating Profit to Sales

Net Profit

Fallen at -38.99%

Year on Year (YoY)

MOJO Watch

Near term Net Profit trend is negative

Net Profit (MXN MM)

Inventory Turnover Ratio

Lowest at 4.81 times

in the last five Semi-Annual periods

MOJO Watch

Company's pace of selling inventory has slowed

Inventory Turnover Ratio

Dividend per share

Lowest at MXN 3.31

in the last five years

MOJO Watch

Company is distributing lower dividend than previous years

DPS (MXN)

Dividend Payout Ratio

Lowest at 0%

in the last five years

MOJO Watch

Company is distributing lower proportion of profits generated as dividend

DPR (%)