Anuncio • Mar 25
CMR, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026 CMR, S.A.B. de C.V., Annual General Meeting, Apr 30, 2026. Location: havre 30 colonia juarez, cuauhtemoc borough, cp 06600, mexico Mexico Reported Earnings • Mar 08
Full year 2025 earnings released: Mex$0.025 loss per share (vs Mex$0.13 profit in FY 2024) Full year 2025 results: Mex$0.025 loss per share (down from Mex$0.13 profit in FY 2024). Revenue: Mex$3.86b (up 7.6% from FY 2024). Net loss: Mex$13.5m (down 120% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 17% per year whereas the company’s share price has fallen by 18% per year. Reported Earnings • Oct 30
Third quarter 2025 earnings released: Mex$0.07 loss per share (vs Mex$0.001 profit in 3Q 2024) Third quarter 2025 results: Mex$0.07 loss per share (down from Mex$0.001 profit in 3Q 2024). Revenue: Mex$970.4m (up 7.5% from 3Q 2024). Net loss: Mex$37.8m (down Mex$38.5m from profit in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. New Risk • Oct 30
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.5% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.1x net interest cover). Share price has been highly volatile over the past 3 months (9.6% average weekly change). Minor Risks Profit margins are more than 30% lower than last year (0.5% net profit margin). Market cap is less than US$100m (Mex$822.5m market cap, or US$44.3m). Valuation Update With 7 Day Price Move • Sep 12
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to Mex$1.40, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 16x in the Hospitality industry in Mexico. Total returns to shareholders of 33% over the past three years. Reported Earnings • Jul 29
Second quarter 2025 earnings released: EPS: Mex$0.034 (vs Mex$0.034 in 2Q 2024) Second quarter 2025 results: EPS: Mex$0.034 (in line with 2Q 2024). Revenue: Mex$980.7m (up 5.9% from 2Q 2024). Net income: Mex$18.4m (flat on 2Q 2024). Profit margin: 1.9% (down from 2.0% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 01
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to Mex$1.81, the stock trades at a trailing P/E ratio of 17.3x. Average trailing P/E is 16x in the Hospitality industry in Mexico. Total returns to shareholders of 50% over the past three years. Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$1.53, the stock trades at a trailing P/E ratio of 14.6x. Average trailing P/E is 16x in the Hospitality industry in Mexico. Total returns to shareholders of 24% over the past three years. New Risk • Jun 12
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.3x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.3x net interest cover). Share price has been highly volatile over the past 3 months (12% average weekly change). Minor Risk Market cap is less than US$100m (Mex$983.7m market cap, or US$52.0m). Valuation Update With 7 Day Price Move • May 23
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to Mex$1.80, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 16x in the Hospitality industry in Mexico. Total returns to shareholders of 37% over the past three years. Anuncio • Apr 03
CMR, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025 CMR, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: havre 30 colonia juarez, cuauhtemoc borough, cp 06600, mexico Mexico Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to Mex$1.14, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 20x in the Hospitality industry in Mexico. Total returns to shareholders of 7.5% over the past three years. Reported Earnings • Mar 03
Full year 2024 earnings released: EPS: Mex$0.12 (vs Mex$0.15 in FY 2023) Full year 2024 results: EPS: Mex$0.12 (down from Mex$0.15 in FY 2023). Revenue: Mex$3.69b (up 4.6% from FY 2023). Net income: Mex$67.3m (down 19% from FY 2023). Profit margin: 1.8% (down from 2.3% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Feb 18
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to Mex$1.72, the stock trades at a trailing P/E ratio of 17.6x. Average trailing P/E is 17x in the Hospitality industry in Mexico. Total returns to shareholders of 15% over the past three years. Valuation Update With 7 Day Price Move • Jan 31
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to Mex$1.54, the stock trades at a trailing P/E ratio of 15.8x. Average trailing P/E is 16x in the Hospitality industry in Mexico. Total loss to shareholders of 1.9% over the past three years. Valuation Update With 7 Day Price Move • Dec 30
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to Mex$1.56, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 14x in the Hospitality industry in Mexico. Total loss to shareholders of 7.7% over the past three years. Reported Earnings • Nov 04
Third quarter 2024 earnings released: EPS: Mex$0.001 (vs Mex$0.017 in 3Q 2023) Third quarter 2024 results: EPS: Mex$0.001 (down from Mex$0.017 in 3Q 2023). Revenue: Mex$903.0m (up 4.3% from 3Q 2023). Net income: Mex$637.0k (down 93% from 3Q 2023). Profit margin: 0.1% (down from 1.0% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 127% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Oct 21
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to Mex$1.35, the stock trades at a trailing P/E ratio of 11.9x. Average trailing P/E is 20x in the Hospitality industry in Mexico. Total loss to shareholders of 18% over the past three years. Valuation Update With 7 Day Price Move • Oct 02
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to Mex$1.26, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 18x in the Hospitality industry in Mexico. Total loss to shareholders of 17% over the past three years. Valuation Update With 7 Day Price Move • Aug 19
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to Mex$1.31, the stock trades at a trailing P/E ratio of 11.6x. Average trailing P/E is 18x in the Hospitality industry in Mexico. Total loss to shareholders of 33% over the past three years. Reported Earnings • Jul 29
Second quarter 2024 earnings released: EPS: Mex$0.034 (vs Mex$0.06 in 2Q 2023) Second quarter 2024 results: EPS: Mex$0.034 (down from Mex$0.06 in 2Q 2023). Revenue: Mex$925.9m (up 2.5% from 2Q 2023). Net income: Mex$18.5m (down 44% from 2Q 2023). Profit margin: 2.0% (down from 3.6% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 137% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. New Risk • Jul 22
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 6.1% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Share price has been highly volatile over the past 3 months (6.1% average weekly change). Minor Risk Market cap is less than US$100m (Mex$677.3m market cap, or US$37.6m). Reported Earnings • Apr 28
First quarter 2024 earnings released First quarter 2024 results: Revenue: Mex$849.9m (up 1.2% from 1Q 2023). Net loss: Mex$9.76m (loss widened 338% from 1Q 2023). New Risk • Mar 04
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.6x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.6x net interest cover). Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risk Market cap is less than US$100m (Mex$1.14b market cap, or US$67.3m). Reported Earnings • Feb 29
Full year 2023 earnings released: EPS: Mex$0.15 (vs Mex$0.033 in FY 2022) Full year 2023 results: EPS: Mex$0.15 (up from Mex$0.033 in FY 2022). Revenue: Mex$3.53b (up 5.6% from FY 2022). Net income: Mex$82.7m (up 362% from FY 2022). Profit margin: 2.3% (up from 0.5% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 131% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Dec 22
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to Mex$2.70, the stock trades at a trailing P/E ratio of 22.8x. Average trailing P/E is 20x in the Hospitality industry in Mexico. Total returns to shareholders of 17% over the past three years. New Risk • Nov 10
New major risk - Financial position The company's interest payments are not well covered by earnings. Net interest cover: 1.4x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Shares are highly illiquid. Minor Risk Market cap is less than US$100m (Mex$1.21b market cap, or US$68.3m). Reported Earnings • Oct 31
Third quarter 2023 earnings released: EPS: Mex$0.017 (vs Mex$0.008 in 3Q 2022) Third quarter 2023 results: EPS: Mex$0.017 (up from Mex$0.008 in 3Q 2022). Revenue: Mex$865.7m (up 4.1% from 3Q 2022). Net income: Mex$9.04m (up 116% from 3Q 2022). Profit margin: 1.0% (up from 0.5% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 116% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Oct 10
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Director Benjamin Amadeo Cancelmo was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • Sep 20
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Director Benjamin Amadeo Cancelmo was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Jul 31
Second quarter 2023 earnings released: EPS: Mex$0.06 (vs Mex$0.034 in 2Q 2022) Second quarter 2023 results: EPS: Mex$0.06 (up from Mex$0.034 in 2Q 2022). Revenue: Mex$903.7m (up 3.8% from 2Q 2022). Net income: Mex$32.9m (up 79% from 2Q 2022). Profit margin: 3.6% (up from 2.1% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 98% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Reported Earnings • Mar 01
Full year 2022 earnings released: EPS: Mex$0.032 (vs Mex$0.31 loss in FY 2021) Full year 2022 results: EPS: Mex$0.032 (up from Mex$0.31 loss in FY 2021). Revenue: Mex$3.35b (up 26% from FY 2021). Net income: Mex$17.5m (up Mex$185.7m from FY 2021). Profit margin: 0.5% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Director Benjamin Amadeo Cancelmo was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Oct 29
Third quarter 2022 earnings released: EPS: Mex$0.008 (vs Mex$0.075 loss in 3Q 2021) Third quarter 2022 results: EPS: Mex$0.008 (up from Mex$0.075 loss in 3Q 2021). Revenue: Mex$832.0m (up 22% from 3Q 2021). Net income: Mex$4.18m (up Mex$45.4m from 3Q 2021). Profit margin: 0.5% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 26% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 02
Second quarter 2022 earnings released: EPS: Mex$0.034 (vs Mex$0.018 loss in 2Q 2021) Second quarter 2022 results: EPS: Mex$0.034 (up from Mex$0.018 loss in 2Q 2021). Revenue: Mex$870.6m (up 32% from 2Q 2021). Net income: Mex$18.4m (up Mex$28.0m from 2Q 2021). Profit margin: 2.1% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has fallen by 33% per year, which means it is significantly lagging earnings. Board Change • Jun 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Director Benjamin Amadeo Cancelmo was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Board Change • May 02
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Director Benjamin Amadeo Cancelmo was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • Mar 03
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: Mex$0.32 loss per share (up from Mex$2.15 loss in FY 2020). Revenue: Mex$2.67b (up 34% from FY 2020). Net loss: Mex$171.5m (loss narrowed 81% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 34% per year whereas the company’s share price has fallen by 30% per year. Reported Earnings • Jul 31
Second quarter 2021 earnings released: Mex$0.018 loss per share (vs Mex$0.69 loss in 2Q 2020) The company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: Mex$657.8m (up 163% from 2Q 2020). Net loss: Mex$9.67m (loss narrowed 97% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 51 percentage points per year, which is a significant difference in performance. Reported Earnings • May 06
First quarter 2021 earnings released: Mex$0.21 loss per share (vs Mex$0.25 loss in 1Q 2020) The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2021 results: Revenue: Mex$486.5m (down 39% from 1Q 2020). Net loss: Mex$114.2m (loss widened 12% from 1Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Mar 06
New 90-day low: Mex$2.18 The company is down 11% from its price of Mex$2.45 on 04 December 2020. The Mexican market is up 4.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is down 9.0% over the same period. Reported Earnings • Mar 04
Full year 2020 earnings released: Mex$2.28 loss per share (vs Mex$0.46 loss in FY 2019) The company reported a poor full year result with increased losses, weaker revenues and weaker control over costs. Full year 2020 results: Revenue: Mex$2.02b (down 31% from FY 2019). Net loss: Mex$932.7m (loss widened 467% from FY 2019). Over the last 3 years on average, earnings per share has fallen by 96% per year but the company’s share price has only fallen by 30% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Jan 13
New 90-day high: Mex$2.53 The company is up 3.0% from its price of Mex$2.45 on 14 October 2020. The Mexican market is up 18% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 12% over the same period. Is New 90 Day High Low • Nov 24
New 90-day low: Mex$2.26 The company is down 11% from its price of Mex$2.55 on 25 August 2020. The Mexican market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 4.0% over the same period. Is New 90 Day High Low • Oct 31
New 90-day low: Mex$2.35 The company is down 6.0% from its price of Mex$2.50 on 31 July 2020. The Mexican market is down 1.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Hospitality industry, which is down 8.0% over the same period.