Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
Your Valuation
Community
/
Mexico
/
Food, Beverage & Tobacco
Create a narrative
Grupo Herdez. de Community
BMV:HERDEZ * Community
3
Narratives
written by author
0
Comments
on narratives written by author
5
Fair Values set
on narratives written by author
Community Investing Ideas
Grupo Herdez. de
Popular
Undervalued
Overvalued
Grupo Herdez. de
AN
AnalystHighTarget
Consensus Narrative from 3 Analysts
Modern Channels And Healthy Mexican Flavors Will Drive Premium Appeal
Key Takeaways Accelerating demand for authentic brands and new product launches could drive substantially higher export growth and profitability than current expectations. Operational efficiencies and innovation in healthy, convenient offerings uniquely position the company for sustained margin expansion and long-term premium revenue growth.
View narrative
Mex$75.00
FV
27.6% undervalued
intrinsic discount
1.78%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
about 10 hours ago
author updated this narrative
Grupo Herdez. de
AN
AnalystLowTarget
Consensus Narrative from 3 Analysts
Mexico Exposure And Rising Input Costs Will Undercut Stability
Key Takeaways Evolving consumer preferences and growing regulatory pressures threaten demand, margins, and profitability for Grupo Herdez's processed and packaged foods. Heavy reliance on the Mexican market, input cost volatility, and increased competition could constrain growth and weaken future earnings.
View narrative
Mex$55.00
FV
1.3% undervalued
intrinsic discount
1.76%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
12 days ago
author updated this narrative
Grupo Herdez. de
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Urbanization And Health Trends Will Shape Food Markets
Key Takeaways Shifting consumer preferences and health trends are driving Grupo Herdez to innovate in branded, premium categories, strengthening pricing power and margin potential. Geographic expansion, strategic partnerships, and operational efficiencies are enhancing diversification, competitiveness, and overall financial performance.
View narrative
Mex$65.67
FV
17.3% undervalued
intrinsic discount
2.01%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
1 day ago
author updated this narrative
Your Valuation for
HERDEZ *
HERDEZ *
Grupo Herdez. de
Your Fair Value
Mex$
Current Price
Mex$54.29
69.9% overvalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
Decrease
Increase
Past
Future
0
42b
2015
2018
2021
2024
2025
2027
2030
Revenue Mex$42.4b
Earnings Mex$1.6b
Advanced
Set Fair Value