Invex Controladora SAB de CV (INVEXA) 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

Regional SAB de CV

Invex Controladora SAB de CV

Grupo Financiero Multiva SAB de CV

Grupo Financiero Banorte SAB de CV

Grupo Elektra SAB de CV

Grupo Financiero Inbursa SAB de CV

Why is Invex Controladora SAB de CV ?

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%

Flat results in Dec 25

ROCE(HY) Lowest at 1.97%
NET PROFIT(Q) At MXN 567.29 MM has Fallen at -46.45%
DIVIDEND PAYOUT RATIO(Y) Lowest at 0%

With ROA of 1.08%, it has a very attractive valuation with a 0.90 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 17.30%, its profits have risen by 175.5% ; the PEG ratio of the company is 0

Underperformed the market in the last 1 year

The stock has generated a return of 17.30% 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 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, Low Return

Absolute

Risk Adjusted

Volatility

Invex Controladora SAB de CV

17.3%

2.23

7.10%

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)

18.73%

EBIT Growth (5y)

24.13%

EBIT to Interest (avg)

Debt to EBITDA (avg)

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

4.83%

Pledged Shares

Institutional Holding

ROCE (avg)

ROE (avg)

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

0.90

EV to EBIT

43.40

EV to EBITDA

36.32

EV to Capital Employed

0.99

EV to Sales

6.98

PEG Ratio

0.02

Dividend Yield

0.11%

ROCE (Latest)

2.28%

ROE (Latest)

24.61%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

Bullish

Bollinger Bands

Mildly Bullish

Moving Averages

Mildly Bullish (Daily)

KST

Mildly Bearish

Bullish

Dow Theory

No Trend

OBV

No Trend

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

3What is working for the Company

ROCE(HY)

Highest at 1.97%

CASH AND EQV(HY)

Highest at MXN 12,534.95 MM

-10What is not working for the Company

ROCE(HY)

Lowest at 1.97%

NET PROFIT(Q)

At MXN 567.29 MM has Fallen at -46.45%

DIVIDEND PAYOUT RATIO(Y)

Lowest at 0%

DIVIDEND PER SHARE(HY)

Lowest at MXN 0

OPERATING PROFIT(Q)

Lowest at MXN 679.32 MM

PRE-TAX PROFIT(Q)

Lowest at MXN 679.32 MM

Here's what is working for Invex Controladora SAB de CV

Cash and Eqv

Highest at MXN 12,534.95 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Depreciation

Highest at MXN 105.58 MM

in the last five periods

MOJO Watch

The expenditure on assets done by the company may have gone into operation

Depreciation (MXN MM)

Depreciation

At MXN 105.58 MM has Grown at 130.12%

period on period (QoQ)

MOJO Watch

The expenditure on assets done by the company has gone into productive use which should positively reflect in the future sales

Depreciation (MXN MM)

Here's what is not working for Invex Controladora SAB de CV

Pre-Tax Profit

At MXN 679.32 MM has Fallen at -37.37%

over average net sales of the previous four periods of MXN 1,084.58 MM

MOJO Watch

Near term Pre-Tax Profit trend is very negative

Pre-Tax Profit (MXN MM)

Net Profit

At MXN 567.29 MM has Fallen at -46.45%

over average net sales of the previous four periods of MXN 1,059.37 MM

MOJO Watch

Near term Net Profit trend is very negative

Net Profit (MXN MM)

Operating Profit

Lowest at MXN 679.32 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is negative

Operating Profit (MXN MM)

Pre-Tax Profit

Lowest at MXN 679.32 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is negative

Pre-Tax Profit (MXN MM)

Dividend per share

Lowest at MXN 0

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 (%)