ScoreWhy is Invex Controladora SAB de CV ?
1
Healthy long term growth as Net Interest Income (ex other income) has grown by an annual rate of 0% and Net profit at 43.35%
2
Flat results in Mar 26
- OPERATING PROFIT(Q) Lowest at MXN 555.02 MM
- OPERATING PROFIT MARGIN(Q) Lowest at 8.69 %
- PRE-TAX PROFIT(Q) Lowest at MXN 555.02 MM
3
With ROA of 1.18%, it has a attractive valuation with a 0.93 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 13.79%, its profits have risen by 170.9% ; the PEG ratio of the company is 0
4
Market Beating performance in long term as well as near term
- Along with generating 13.79% returns in the last 1 year, the stock has outperformed Mexico IPC in the last 3 years, 1 year and 3 months
Real-Time Research ReportHow much should you hold?
- Overall Portfolio exposure to Invex Controladora SAB de CV should be less than 10%
- Overall Portfolio exposure to Regional Banks should be less than 30%
(If sector exposure > 30%, please use optimiser tool to see which are the best stocks to hold in Regional Banks)
When to exit? - We will constantly monitor the company and suggest at the appropriate time to exit from the stock
Is Invex Controladora SAB de CV for you?
Low Risk, Medium Return
Absolute
Risk Adjusted
Volatility
Invex Controladora SAB de CV
13.79%
2.21
9.37%
Mexico IPC
11.57%
0.71
19.23%
Quality
Management Risk
Growth
Capital StructureQuality key factors
Factor
Value
Sales Growth (5y)
18.73%
EBIT Growth (5y)
24.13%
EBIT to Interest (avg)
0
Debt to EBITDA (avg)
0
Net Debt to Equity (avg)
0
Sales to Capital Employed (avg)
0
Tax Ratio
0
Dividend Payout Ratio
2.88%
Pledged Shares
0
Institutional Holding
0
ROCE (avg)
0
ROE (avg)
0
ValuationValuation Key Factors 
Factor
Value
P/E Ratio
4
Industry P/E
Price to Book Value
0.93
EV to EBIT
37.88
EV to EBITDA
29.65
EV to Capital Employed
0.99
EV to Sales
5.93
PEG Ratio
0.02
Dividend Yield
0.11%
ROCE (Latest)
2.61%
ROE (Latest)
23.86%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bearish
Bearish
Bollinger Bands
Mildly Bullish
Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
Mildly Bullish
OBV
No Trend
Bullish
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend7What is working for the Company
NII(Q)
Highest at MXN 2,480.2 MM
CASH AND EQV(HY)
Highest at MXN 16,699.53 MM
NET SALES(Q)
Highest at MXN 6,388.49 MM
NET PROFIT(Q)
At MXN 1,713 MM has Grown at 68.78%
-6What is not working for the Company
OPERATING PROFIT(Q)
Lowest at MXN 555.02 MM
OPERATING PROFIT MARGIN(Q)
Lowest at 8.69 %
PRE-TAX PROFIT(Q)
Lowest at MXN 555.02 MM
Here's what is working for Invex Controladora SAB de CV
NII
Highest at MXN 2,480.2 MM
in the last five periodsMOJO Watch
The bank's income from core business is increasing
NII (MXN MM)
Net Sales
Highest at MXN 6,388.49 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (MXN MM)
Net Profit
At MXN 1,713 MM has Grown at 68.78%
over average net sales of the previous four periods of MXN 1,014.93 MMMOJO Watch
Near term Net Profit trend is positive
Net Profit (MXN MM)
Cash and Eqv
Highest at MXN 16,699.53 MM
in the last six Semi-Annual periodsMOJO Watch
Short Term liquidity is improving
Cash and Cash Equivalents
Here's what is not working for Invex Controladora SAB de CV
Pre-Tax Profit
At MXN 555.02 MM has Fallen at -50.92%
over average net sales of the previous four periods of MXN 1,130.75 MMMOJO Watch
Near term Pre-Tax Profit trend is very negative
Pre-Tax Profit (MXN MM)
Operating Profit
Lowest at MXN 555.02 MM
in the last five periodsMOJO Watch
Near term Operating Profit trend is negative
Operating Profit (MXN MM)
Operating Profit Margin
Lowest at 8.69 %
in the last five periodsMOJO Watch
Company's profit margin has deteriorated
Operating Profit to Sales
Pre-Tax Profit
Lowest at MXN 555.02 MM
in the last five periodsMOJO Watch
Near term Pre-Tax Profit trend is negative
Pre-Tax Profit (MXN MM)
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