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

Invex Controladora SAB de CV

Regional 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 44.10%

Flat results in Jun 26

NET SALES(Q) At MXN 5,689.83 MM has Fallen at -6.49%

With ROA of 1.02%, it has a attractive valuation with a 0.86 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 11.11%, its profits have risen by 83% ; the PEG ratio of the company is 0.1

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, Medium Return

Absolute

Risk Adjusted

Volatility

Invex Controladora SAB de CV

11.11%

2.23

9.84%

Mexico IPC

14.41%

0.77

19.31%

Quality

Management Risk

Growth

Capital Structure

Quality grade scale :

Below Average, Average, Good, Excellent

Quality key factors

Factor

Value

Sales Growth (5y)

22.10%

EBIT Growth (5y)

47.84%

EBIT to Interest (avg)

Debt to EBITDA (avg)

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

Dividend Payout Ratio

2.88%

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

0.86

EV to EBIT

41.83

EV to EBITDA

43.36

EV to Capital Employed

0.98

EV to Sales

5.84

PEG Ratio

0.05

Dividend Yield

0.10%

ROCE (Latest)

2.35%

ROE (Latest)

20.97%

Technicals

Technical key factors

Indicator

Weekly

Monthly

MACD

Mildly Bearish

Bullish

RSI

Bearish

Bollinger Bands

Mildly Bullish

Moving Averages

Bullish (Daily)

KST

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

9What is working for the Company

OPERATING CASH FLOW(Y)

Highest at MXN 2,657.77 MM

CREDIT DEPOSIT RATIO(Q)

Highest at 0%

CASH AND EQV(HY)

Highest at MXN 19,561.74 MM

OPERATING PROFIT(Q)

Highest at MXN 1,127.05 MM

OPERATING PROFIT MARGIN(Q)

Highest at 19.81 %

PRE-TAX PROFIT(Q)

Highest at MXN 1,127.05 MM

-1What is not working for the Company

NET SALES(Q)

At MXN 5,689.83 MM has Fallen at -6.49%

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

Operating Cash Flow

Highest at MXN 2,657.77 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)

Credit Deposit Ratio

Highest at 0% and Grown

In each half year in the last four Semi-Annual periods

MOJO Watch

Bank has been creating proportionately higher loans against its deposits, thereby creating higher revenue generating assets

Credit Deposit Ratio (%)

Operating Profit

Highest at MXN 1,127.05 MM

in the last five periods

MOJO Watch

Near term Operating Profit trend is positive

Operating Profit (MXN MM)

Operating Profit Margin

Highest at 19.81 %

in the last five periods

MOJO Watch

Company's profit margin has improved

Operating Profit to Sales

Pre-Tax Profit

Highest at MXN 1,127.05 MM

in the last five periods

MOJO Watch

Near term Pre-Tax Profit trend is positive

Pre-Tax Profit (MXN MM)

Cash and Eqv

Highest at MXN 19,561.74 MM

in the last six Semi-Annual periods

MOJO Watch

Short Term liquidity is improving

Cash and Cash Equivalents

Depreciation

At MXN 83.52 MM has Grown at 71.36%

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

Net Sales

At MXN 5,689.83 MM has Fallen at -6.49%

over average net sales of the previous four periods of MXN 6,084.42 MM

MOJO Watch

Near term sales trend is negative

Net Sales (MXN MM)