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
Positive results in Jun 25
- NET PROFIT(HY) Higher at MXN 2,958.18 MM
- ROCE(HY) Highest at 1.83%
- CREDIT DEPOSIT RATIO(HY) Highest at 102.9%
3
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 14.47%, its profits have risen by 175.5% ; the PEG ratio of the company is 0
Real-Time Research ReportHow much should you buy?
- 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
14.47%
2.02
7.85%
Mexico IPC
25.36%
1.61
16.27%
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
4.83%
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
0.90
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%
TechnicalsTechnical key factors
Indicator
Weekly
Monthly
MACD
Bullish
Bullish
RSI
Bullish
Bullish
Bollinger Bands
Mildly Bullish
Mildly Bullish
Moving Averages
Bullish (Daily)
KST
Bullish
Bullish
Dow Theory
No Trend
No Trend
OBV
No Trend
No Trend
Technical Indicator Scale: Bearish, Mildly Bearish, Sideways, Mildly Bullish, Bullish Turned 
Financial Trend15What is working for the Company
NET PROFIT(HY)
Higher at MXN 2,958.18 MM
ROCE(HY)
Highest at 1.83%
CREDIT DEPOSIT RATIO(HY)
Highest at 102.9%
NET SALES(Q)
Highest at MXN 6,213.9 MM
-7What is not working for the Company
OPERATING CASH FLOW(Y)
Lowest at MXN -23,978.93 MM
ROCE(HY)
Lowest at 1.83%
NET PROFIT(Q)
At MXN 520.96 MM has Fallen at -47.81%
Here's what is working for Invex Controladora SAB de CV
Net Sales
Highest at MXN 6,213.9 MM
in the last five periodsMOJO Watch
Near term sales trend is positive
Net Sales (MXN MM)
Net Sales
At MXN 6,213.9 MM has Grown at 20.6%
over average net sales of the previous four periods of MXN 5,152.31 MMMOJO Watch
Near term sales trend is positive
Net Sales (MXN MM)
Credit Deposit Ratio
Highest at 102.9%
in the last four Semi-Annual periodsMOJO Watch
Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets
Credit Deposit Ratio (%)
Here's what is not working for Invex Controladora SAB de CV
Operating Cash Flow
Lowest at MXN -23,978.93 MM and Fallen
In each year in the last three yearsMOJO Watch
The company's cash revenues from business operations are falling
Operating Cash Flows (MXN MM)
Net Profit
At MXN 520.96 MM has Fallen at -47.81%
over average net sales of the previous four periods of MXN 998.24 MMMOJO Watch
Near term Net Profit trend is very negative
Net Profit (MXN MM)
InfinHub Market Technologies FZ-LLC, Building-2, Unit 112, Dubai Internet City, Dubai, United Arab Emirates
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