Value Grupo Financiero SA de CV (VALUEGFO) Stock Analysis | Price, Returns, Financials & Key Metrics

Price Point

High/Low

1Day

52 Week

Valuation

Technical

Day's Volume

CASH

N/A

Shareholding

FII

N/A

DII

N/A

Promoter

N/A

Score

Click here to find our call on this stock

Strong Sell

Sell

Hold

Buy

Strong Buy

MarketsMojo — Loved in India, Now Global

The power of Mojo is now in 29 countries. Explore global equities with the same cutting-edge features you love.Unlock 29 Markets

Dashboard

Weak Long Term Fundamental Strength with an average Return on Equity (ROE) of 5.98%

Poor long term growth as Net Sales has grown by an annual rate of 7.94% and Operating profit at 38.79%

Flat results in Jun 25

With ROE of 5.00%, it has a very expensive valuation with a 2.04 Price to Book Value

Consistent Underperformance against the benchmark over the last 3 years

Mojo Parameters

Stock DNA

Industry

Capital Markets

Market cap

MXN 11,760 Million (Small Cap)

P/E

41.00

Industry P/E

Dividend Yield

0.00%

Debt Equity

-999,999.00

Return on Equity

4.97%

Price to Book

2.12

Revenue and Profits:

Net Sales:

866 Million

(Quarterly Results - Jun 2025)

Net Profit:

49 Million

Total Returns

Total Returns (Price + Dividend)

TimePeriod

Price Return

Dividend Return

Total Return

3 Months

5.0%

6 Months

-24.23%

1 Year

-21.0%

2 Years

-26.5%

3 Years

-47.05%

4 Years

-33.18%

5 Years

-59.16%

Value Grupo Financiero SA de CV for the last several years.

Risk Adjusted Returns v/s

News & Corporate Actions

News

No Recent News for the Company

Announcements

No announcement available

Corporate Actions

No corporate action available

Key Factors

Quality key factors

Factor

Value

Sales Growth (5y)

7.94%

EBIT Growth (5y)

38.79%

EBIT to Interest (avg)

100.00

Debt to EBITDA (avg)

Negative Net Debt

Net Debt to Equity (avg)

Sales to Capital Employed (avg)

Tax Ratio

35.05%

Dividend Payout Ratio

Pledged Shares

Institutional Holding

ROCE (avg)

7.96%

ROE (avg)

5.98%

Valuation key factors

Factor

Value

P/E Ratio

Industry P/E

Price to Book Value

2.04

EV to EBIT

28.00

EV to EBITDA

19.61

EV to Capital Employed

2.07

EV to Sales

2.69

PEG Ratio

Dividend Yield

ROCE (Latest)

7.38%

ROE (Latest)

5.00%

Technicals key factors

Indicator

Weekly

Monthly

MACD

Mildly Bullish

Bearish

RSI

Bearish

No Signal

Bollinger Bands

Mildly Bullish

Mildly Bearish

Moving Averages

Mildly Bearish (Daily)

KST

Mildly Bullish

Bearish

Dow Theory

No Trend

OBV

No Trend

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

Shareholding

Shareholding Snapshot

No data for shareholding present.

Shareholding Compare (%holding)

No data for shareholding present.

Financial

[
  {
    "link": "quarterly",
    "btn_text": "All Quarterly Results",
    "header": "Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 6.03% vs -12.30% in Jun 2024",
        "dir": 1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in quarter ended Jun 2025 is 158.84% vs 14.67% in Jun 2024",
        "dir": 1
      }
    ],
    "table": {
      "header": [
        "Jun'25",
        "Jun'24",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "866.40",
          "val2": "817.10",
          "chgp": "6.03%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "25.60",
          "val2": "-103.00",
          "chgp": "124.85%",
          "chgp_class": "positive"
        },
        {
          "field": "Interest",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "48.60",
          "val2": "-82.60",
          "chgp": "158.84%",
          "chgp_class": "positive"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "48.50%",
          "val2": "-151.20%",
          "chgp": "19.97%",
          "chgp_class": "positive"
        }
      ]
    }
  },
  {
    "link": "annual",
    "btn_text": "All Annual Results",
    "header": "Annual Results Snapshot (Consolidated) - Dec'24",
    "rhs": [
      {
        "prefix": "Net Sales ",
        "suffix": "YoY Growth in year ended Dec 2024 is -36.51% vs 245.21% in Dec 2023",
        "dir": -1
      },
      {
        "prefix": "Consolidated Net Profit ",
        "suffix": "YoY Growth in year ended Dec 2024 is -148.37% vs 137.03% in Dec 2023",
        "dir": -1
      }
    ],
    "table": {
      "header": [
        "Dec'24",
        "Dec'23",
        "Change(%)"
      ],
      "body": [
        {
          "field": "Net Sales",
          "val1": "3,592.00",
          "val2": "5,658.00",
          "chgp": "-36.51%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit (PBDIT) excl Other Income",
          "val1": "1,223.00",
          "val2": "2,734.00",
          "chgp": "-55.27%",
          "chgp_class": "negative"
        },
        {
          "field": "Interest",
          "val1": "1,432.00",
          "val2": "1,824.00",
          "chgp": "-21.49%",
          "chgp_class": "positive"
        },
        {
          "field": "Exceptional Items",
          "val1": "0.00",
          "val2": "0.00",
          "chgp": "",
          "chgp_class": "neutral"
        },
        {
          "field": "Consolidate Net Profit",
          "val1": "-223.00",
          "val2": "461.00",
          "chgp": "-148.37%",
          "chgp_class": "negative"
        },
        {
          "field": "Operating Profit Margin (Excl OI)",
          "val1": "289.50%",
          "val2": "424.40%",
          "chgp": "-13.49%",
          "chgp_class": "negative"
        }
      ]
    }
  }
]

Quarterly Results Snapshot (Consolidated) - Jun'25 - YoY

Jun'25

Jun'24

Change(%)

Net Sales

866.40

817.10

6.03%

Operating Profit (PBDIT) excl Other Income

25.60

-103.00

124.85%

Interest

0.00

Exceptional Items

0.00

Consolidate Net Profit

48.60

-82.60

158.84%

Operating Profit Margin (Excl OI)

48.50%

-151.20%

19.97%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in quarter ended Jun 2025 is 6.03% vs -12.30% in Jun 2024

Consolidated Net Profit

YoY Growth in quarter ended Jun 2025 is 158.84% vs 14.67% in Jun 2024

All Quarterly Results

Annual Results Snapshot (Consolidated) - Dec'24

Dec'24

Dec'23

Change(%)

Net Sales

3,592.00

5,658.00

-36.51%

Operating Profit (PBDIT) excl Other Income

1,223.00

2,734.00

-55.27%

Interest

1,432.00

1,824.00

-21.49%

Exceptional Items

0.00

Consolidate Net Profit

-223.00

461.00

-148.37%

Operating Profit Margin (Excl OI)

289.50%

424.40%

-13.49%

USD in Million.

Compare with Peers

Net Sales

YoY Growth in year ended Dec 2024 is -36.51% vs 245.21% in Dec 2023

Consolidated Net Profit

YoY Growth in year ended Dec 2024 is -148.37% vs 137.03% in Dec 2023

All Annual Results

Company CV

About Value Grupo Financiero SA de CV

Value Grupo Financiero SA de CV

Capital Markets

Value Grupo Financiero SAB de CV is a Mexico-based company primarily engaged in the securities brokerage. The Company's activities are divided into three business lines: Stock Brokerage, Leasing and Consulting. The Stock Brokerage segment is responsible for the placement, promotion, sale and purchase of securities, arbitrage operations, custody services and management of investment funds. The Leasing division offers commercial loans, operative and financial leasing, as well as factoring services. The Consulting area provides investment advice services to group entities. The Company's customers include individual investors, corporations and governments. It operates through numerous subsidiaries, including Value Casa de Bolsa, Value Arrendadora and Value Consultores, among others.

Company Coordinates

Company Details

Avenida Bosques del Valle 106, Colonia Bosques del Valle 1er Sector SAN PEDRO GARZA GARCIA None : 66250

Tel: 52 81 8399222252 8183 992222

http://www.value.com.mx/

Registrar Details