View ValuationVinte Viviendas Integrales. de 将来の成長Future 基準チェック /36Vinte Viviendas Integrales. deは、12.3%と7%でそれぞれ年率12.3%で利益と収益が成長すると予測される一方、EPSはgrowで18.5%年率。主要情報12.3%収益成長率18.50%EPS成長率Consumer Durables 収益成長16.6%収益成長率7.0%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日28 Apr 2026今後の成長に関する最新情報Major Estimate Revision • Oct 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from Mex$5.58 to Mex$4.94. Revenue forecast unchanged from Mex$15.8b at last update. Net income forecast to grow 68% next year vs 35% growth forecast for Consumer Durables industry in Mexico. Consensus price target of Mex$51.00 unchanged from last update. Share price was steady at Mex$31.20 over the past week.Price Target Changed • May 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 52% above last closing price of Mex$32.00. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of Mex$5.03 for next year compared to Mex$1.40 last year.Price Target Changed • Jan 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 49% above last closing price of Mex$32.50. Stock is up 5.2% over the past year.Major Estimate Revision • Jul 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from Mex$4.78b to Mex$4.86b. EPS estimate increased from Mex$1.88 to Mex$2.15 per share. Net income forecast to grow 11% next year vs 27% growth forecast for Consumer Durables industry in Mexico. Consensus price target broadly unchanged at Mex$42.90. Share price was steady at Mex$31.56 over the past week.Price Target Changed • Apr 27Price target increased to Mex$36.00Up from Mex$30.50, the current price target is provided by 1 analyst. New target price is 28% above last closing price of Mex$28.06. Stock is down 1.5% over the past year. The company posted earnings per share of Mex$1.65 last year.すべての更新を表示Recent updatesBuy Or Sell Opportunity • 23hNow 23% undervaluedOver the last 90 days, the stock has risen 7.8% to Mex$35.21. The fair value is estimated to be Mex$45.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: Mex$1.08 (up from Mex$0.81 in 1Q 2025). Revenue: Mex$3.50b (up 7.0% from 1Q 2025). Net income: Mex$304.9m (up 35% from 1Q 2025). Profit margin: 8.7% (up from 6.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 37% 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 • Mar 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (376% cash payout ratio).New Risk • Mar 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.8% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (156% cash payout ratio).Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: Mex$4.90 (up from Mex$1.77 in FY 2024). Revenue: Mex$15.7b (up 197% from FY 2024). Net income: Mex$1.38b (up 243% from FY 2024). Profit margin: 8.8% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 27+ 3 more updatesVinte Viviendas Integrales, S.A.B. de C.V. to Report Q3, 2026 Results on Oct 21, 2026Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q3, 2026 results on Oct 21, 2026分析記事 • Oct 30Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying IssuesVinte Viviendas Integrales, S.A.B. de C.V.'s ( BMV:VINTE ) healthy profit numbers didn't contain any surprises for...Major Estimate Revision • Oct 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from Mex$5.58 to Mex$4.94. Revenue forecast unchanged from Mex$15.8b at last update. Net income forecast to grow 68% next year vs 35% growth forecast for Consumer Durables industry in Mexico. Consensus price target of Mex$51.00 unchanged from last update. Share price was steady at Mex$31.20 over the past week.Reported Earnings • Oct 23Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: Mex$1.36 (up from Mex$0.35 in 3Q 2024). Revenue: Mex$4.12b (up 303% from 3Q 2024). Net income: Mex$379.3m (up 396% from 3Q 2024). Profit margin: 9.2% (up from 7.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Sep 25Vinte Viviendas Integrales, S.A.B. de C.V. announces Annual dividend, payable on October 01, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced Annual dividend of MXN 0.9000 per share payable on October 01, 2025, ex-date on September 30, 2025 and record date on September 30, 2025.New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (29% increase in shares outstanding).Price Target Changed • May 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 52% above last closing price of Mex$32.00. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of Mex$5.03 for next year compared to Mex$1.40 last year.Reported Earnings • Apr 25First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: Mex$0.81 (up from Mex$0.40 in 1Q 2024). Revenue: Mex$3.27b (up 251% from 1Q 2024). Net income: Mex$226.2m (up 165% from 1Q 2024). Profit margin: 6.9% (down from 9.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.Board Change • Apr 25Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Ursula Margarete Nieto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 22Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q1, 2025 Results on Apr 22, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q1, 2025 results at 5:00 PM, US Eastern Standard Time on Apr 22, 2025お知らせ • Apr 15Vinte Viviendas Integrales, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025Vinte Viviendas Integrales, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: downtown santa fe ave santa fe, no 428 tower 1 12th floor, office 1201 zedec santa fe neighborhood, cp 05349, mexico MexicoBoard Change • Apr 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Ursula Margarete Nieto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.New Risk • Mar 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (30% accrual ratio). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).Reported Earnings • Mar 03Full year 2024 earnings released: EPS: Mex$1.40 (vs Mex$1.98 in FY 2023)Full year 2024 results: EPS: Mex$1.40 (down from Mex$1.98 in FY 2023). Revenue: Mex$5.29b (up 9.7% from FY 2023). Net income: Mex$401.9m (down 6.3% from FY 2023). Profit margin: 7.6% (down from 8.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.お知らせ • Feb 26Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q4, 2024 Results on Feb 27, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on Feb 27, 2025New Risk • Jan 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).Price Target Changed • Jan 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 49% above last closing price of Mex$32.50. Stock is up 5.2% over the past year.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.8% increase in shares outstanding).Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: Mex$0.35 (vs Mex$0.44 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.35 (down from Mex$0.44 in 3Q 2023). Revenue: Mex$1.02b (down 4.2% from 3Q 2023). Net income: Mex$76.4m (down 21% from 3Q 2023). Profit margin: 7.5% (down from 9.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.分析記事 • Oct 25Returns On Capital Signal Tricky Times Ahead For Vinte Viviendas Integrales. de (BMV:VINTE)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...New Risk • Oct 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (37% increase in shares outstanding).Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: Mex$0.66 (vs Mex$0.58 in 2Q 2023)Second quarter 2024 results: EPS: Mex$0.66 (up from Mex$0.58 in 2Q 2023). Revenue: Mex$1.18b (up 12% from 2Q 2023). Net income: Mex$141.8m (up 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: Mex$0.40 (vs Mex$0.36 in 1Q 2023)First quarter 2024 results: EPS: Mex$0.40 (up from Mex$0.36 in 1Q 2023). Revenue: Mex$933.1m (up 1.1% from 1Q 2023). Net income: Mex$85.5m (up 11% from 1Q 2023). Profit margin: 9.2% (up from 8.4% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.New Risk • Mar 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.New Risk • Mar 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Mar 01Full year 2023 earnings released: EPS: Mex$1.96 (vs Mex$1.86 in FY 2022)Full year 2023 results: EPS: Mex$1.96 (up from Mex$1.86 in FY 2022). Revenue: Mex$4.82b (up 11% from FY 2022). Net income: Mex$423.5m (up 5.5% from FY 2022). Profit margin: 8.8% (down from 9.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 22+ 3 more updatesVinte Viviendas Integrales, S.A.B. de C.V. to Report Q2, 2024 Results on Jul 11, 2024Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q2, 2024 results on Jul 11, 2024Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: Mex$0.44 (vs Mex$0.46 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.44 (down from Mex$0.46 in 3Q 2022). Revenue: Mex$1.07b (up 4.9% from 3Q 2022). Net income: Mex$96.2m (down 2.9% from 3Q 2022). Profit margin: 9.0% (in line with 3Q 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.お知らせ • Oct 06Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q3, 2023 Results on Oct 18, 2023Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 18, 2023Major Estimate Revision • Jul 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from Mex$4.78b to Mex$4.86b. EPS estimate increased from Mex$1.88 to Mex$2.15 per share. Net income forecast to grow 11% next year vs 27% growth forecast for Consumer Durables industry in Mexico. Consensus price target broadly unchanged at Mex$42.90. Share price was steady at Mex$31.56 over the past week.Reported Earnings • Jul 19Second quarter 2023 earnings released: EPS: Mex$0.94 (vs Mex$0.50 in 2Q 2022)Second quarter 2023 results: EPS: Mex$0.94 (up from Mex$0.50 in 2Q 2022). Revenue: Mex$1.05b (up 8.2% from 2Q 2022). Net income: Mex$126.0m (up 18% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Reported Earnings • Mar 02Full year 2022 earnings released: EPS: Mex$1.83 (vs Mex$1.68 in FY 2021)Full year 2022 results: EPS: Mex$1.83 (up from Mex$1.68 in FY 2021). Revenue: Mex$4.36b (up 4.7% from FY 2021). Net income: Mex$395.7m (up 8.6% from FY 2021). Profit margin: 9.1% (up from 8.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Durables industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Manuel Jesús Oropeza Fuentes was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: Mex$0.46 (vs Mex$0.41 in 3Q 2021)Third quarter 2022 results: EPS: Mex$0.46 (up from Mex$0.41 in 3Q 2021). Revenue: Mex$1.02b (up 13% from 3Q 2021). Net income: Mex$99.0m (up 12% from 3Q 2021). Profit margin: 9.7% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Sep 13We Think Vinte Viviendas Integrales. de (BMV:VINTE) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: Mex$0.50 (vs Mex$0.40 in 2Q 2021)Second quarter 2022 results: EPS: Mex$0.50 (up from Mex$0.40 in 2Q 2021). Revenue: Mex$973.7m (up 8.8% from 2Q 2021). Net income: Mex$107.3m (up 23% from 2Q 2021). Profit margin: 11% (up from 9.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: Mex$0.31 (vs Mex$0.31 in 1Q 2021). Revenue: Mex$787.2m (flat on 1Q 2021). Net income: Mex$68.0m (up 1.1% from 1Q 2021). Profit margin: 8.6% (in line with 1Q 2021). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Price Target Changed • Apr 27Price target increased to Mex$36.00Up from Mex$30.50, the current price target is provided by 1 analyst. New target price is 28% above last closing price of Mex$28.06. Stock is down 1.5% over the past year. The company posted earnings per share of Mex$1.65 last year.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Manuel Jesús Oropeza Fuentes was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: Mex$1.65 (up from Mex$1.63 in FY 2020). Revenue: Mex$4.16b (up 14% from FY 2020). Net income: Mex$356.1m (up 7.7% from FY 2020). Profit margin: 8.6% (down from 9.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Oct 24Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: Mex$901.4m (down 2.3% from 3Q 2020). Net income: Mex$88.5m (down 3.6% from 3Q 2020). Profit margin: 9.8% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS Mex$0.40 (vs Mex$0.41 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: Mex$894.9m (up 9.5% from 2Q 2020). Net income: Mex$87.2m (up 5.0% from 2Q 2020). Profit margin: 9.7% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • Jun 14A Look At The Intrinsic Value Of Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE)Does the June share price for Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) reflect what it's really worth...分析記事 • May 26We Think Vinte Viviendas Integrales. de (BMV:VINTE) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Apr 30First quarter 2021 earnings released: EPS Mex$0.31 (vs Mex$0.35 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: Mex$782.9m (up 14% from 1Q 2020). Net income: Mex$67.2m (down 4.2% from 1Q 2020). Profit margin: 8.6% (down from 10% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • Apr 19Vinte Viviendas Integrales. de (BMV:VINTE) Is Reinvesting At Lower Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...分析記事 • Mar 08Does Vinte Viviendas Integrales. de's (BMV:VINTE) Share Price Gain of 12% Match Its Business Performance?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...分析記事 • Feb 20Vinte Viviendas Integrales. de (BMV:VINTE) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Is New 90 Day High Low • Feb 17New 90-day high: Mex$28.70The company is up 3.0% from its price of Mex$27.98 on 18 November 2020. The Mexican market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Durables industry, which is also up 3.0% over the same period.分析記事 • Feb 06Do Insiders Own Lots Of Shares In Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE)?Every investor in Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) should be aware of the most powerful...分析記事 • Jan 22Does Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE) Have A Place In Your Dividend Stock Portfolio?Could Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) be an attractive dividend share to own for the long...お知らせ • Jan 13Danish SDG Investment Fund managed by IFU acquired 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) for $20 million.Danish SDG Investment Fund managed by IFU acquired 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) for $20 million on January 12, 2021. Danish SDG Investment Fund managed by IFU completed the acquisition of 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) on January 12, 2021.分析記事 • Jan 07We're Watching These Trends At Vinte Viviendas Integrales. de (BMV:VINTE)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...分析記事 • Dec 21Are Vinte Viviendas Integrales. de's (BMV:VINTE) Statutory Earnings A Good Reflection Of Its Earnings Potential?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...分析記事 • Dec 05Did Vinte Viviendas Integrales. de's (BMV:VINTE) Share Price Deserve to Gain 10%?One simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...Is New 90 Day High Low • Dec 01New 90-day high: Mex$28.50The company is up 2.0% from its price of Mex$27.98 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 3.0% over the same period.分析記事 • Nov 20Can Vinte Viviendas Integrales, S.A.B. de C.V.'s (BMV:VINTE) Stock Catch Up to Strong Fundamentals?Looking at Vinte Viviendas Integrales. de's (BMV:VINTE) mostly flat share price movement over the past three months...Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of Mex$414.2m, down 25% from the prior year. Total revenue was Mex$3.58b over the last 12 months, down 1.9% from the prior year.Is New 90 Day High Low • Oct 02New 90-day low: Mex$27.47The company is down 2.0% from its price of Mex$28.00 on 03 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 Consumer Durables industry, which is down 11% over the same period.業績と収益の成長予測BMV:VINTE * - アナリストの将来予測と過去の財務データ ( )MXN Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202820,3802,2321,7251,958412/31/202718,7911,9661,5841,527512/31/202617,4711,6961,3221,21343/31/202615,9351,458706859N/A12/31/202515,7061,37966214N/A9/30/202513,2121,070157271N/A6/30/202510,117767-316-227N/A3/31/20257,630543-494-426N/A12/31/20245,289402-337-290N/A9/30/20244,910433-304-297N/A6/30/20244,954453-142-132N/A3/31/20244,831437-180-169N/A12/31/20234,8204295971N/A9/30/20234,622427112160N/A6/30/20234,572429162209N/A3/31/20234,492411398416N/A12/31/20224,357401333378N/A9/30/20224,360396259291N/A6/30/20224,244385132166N/A3/31/20224,166365139200N/A12/31/20214,161364157189N/A9/30/20213,801328-152-124N/A6/30/20213,822332211234N/A3/31/20213,745328317339N/A12/31/20203,651331116139N/A9/30/20203,585414-428-394N/A6/30/20203,592459-576-534N/A3/31/20203,657485-781-728N/A12/31/20193,745524N/A-600N/A9/30/20193,653550N/A-94N/A6/30/20193,626542N/A-9N/A3/31/20193,531528N/A-80N/A12/31/20183,402508N/A-103N/A9/30/20183,420491N/A-116N/A6/30/20183,289463N/A55N/A3/31/20183,154447N/A132N/A12/31/20173,123439N/A110N/A9/30/20172,837386N/A-94N/A6/30/20172,790375N/A-388N/A3/31/20172,771371N/A-452N/A12/31/20162,752369N/A-274N/A9/30/20162,698354N/A-118N/A6/30/20162,619339N/A-101N/A3/31/20162,562332N/A169N/A12/31/20152,569323N/A251N/A9/30/20152,557314N/A409N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: VINTE *の予測収益成長率 (年間12.3% ) は 貯蓄率 ( 9% ) を上回っています。収益対市場: VINTE *の収益 ( 12.3% ) はMX市場 ( 9.5% ) よりも速いペースで成長すると予測されています。高成長収益: VINTE *の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: VINTE *の収益 ( 7% ) MX市場 ( 6.4% ) よりも速いペースで成長すると予測されています。高い収益成長: VINTE *の収益 ( 7% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: VINTE *の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/30 00:53終値2026/06/30 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Vinte Viviendas Integrales, S.A.B. de C.V. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.Carlos Alcaraz PinedaApalache AnálisisGordon LeeBTG Pactual5 その他のアナリストを表示
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from Mex$5.58 to Mex$4.94. Revenue forecast unchanged from Mex$15.8b at last update. Net income forecast to grow 68% next year vs 35% growth forecast for Consumer Durables industry in Mexico. Consensus price target of Mex$51.00 unchanged from last update. Share price was steady at Mex$31.20 over the past week.
Price Target Changed • May 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 52% above last closing price of Mex$32.00. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of Mex$5.03 for next year compared to Mex$1.40 last year.
Price Target Changed • Jan 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 49% above last closing price of Mex$32.50. Stock is up 5.2% over the past year.
Major Estimate Revision • Jul 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from Mex$4.78b to Mex$4.86b. EPS estimate increased from Mex$1.88 to Mex$2.15 per share. Net income forecast to grow 11% next year vs 27% growth forecast for Consumer Durables industry in Mexico. Consensus price target broadly unchanged at Mex$42.90. Share price was steady at Mex$31.56 over the past week.
Price Target Changed • Apr 27Price target increased to Mex$36.00Up from Mex$30.50, the current price target is provided by 1 analyst. New target price is 28% above last closing price of Mex$28.06. Stock is down 1.5% over the past year. The company posted earnings per share of Mex$1.65 last year.
Buy Or Sell Opportunity • 23hNow 23% undervaluedOver the last 90 days, the stock has risen 7.8% to Mex$35.21. The fair value is estimated to be Mex$45.72, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 51% over the last 3 years. Earnings per share has grown by 36%. For the next 3 years, revenue is forecast to grow by 7.0% per annum. Earnings are also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Apr 26First quarter 2026 earnings: EPS and revenues miss analyst expectationsFirst quarter 2026 results: EPS: Mex$1.08 (up from Mex$0.81 in 1Q 2025). Revenue: Mex$3.50b (up 7.0% from 1Q 2025). Net income: Mex$304.9m (up 35% from 1Q 2025). Profit margin: 8.7% (up from 6.9% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 37% 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 • Mar 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.2% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.2% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (376% cash payout ratio).
New Risk • Mar 03New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 2.8% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (2.8% operating cash flow to total debt). Minor Risk Dividend is not well covered by cash flows (156% cash payout ratio).
Reported Earnings • Mar 02Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: Mex$4.90 (up from Mex$1.77 in FY 2024). Revenue: Mex$15.7b (up 197% from FY 2024). Net income: Mex$1.38b (up 243% from FY 2024). Profit margin: 8.8% (up from 7.6% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.1%. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 27+ 3 more updatesVinte Viviendas Integrales, S.A.B. de C.V. to Report Q3, 2026 Results on Oct 21, 2026Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q3, 2026 results on Oct 21, 2026
分析記事 • Oct 30Vinte Viviendas Integrales. de's (BMV:VINTE) Profits May Not Reveal Underlying IssuesVinte Viviendas Integrales, S.A.B. de C.V.'s ( BMV:VINTE ) healthy profit numbers didn't contain any surprises for...
Major Estimate Revision • Oct 29Consensus EPS estimates fall by 11%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from Mex$5.58 to Mex$4.94. Revenue forecast unchanged from Mex$15.8b at last update. Net income forecast to grow 68% next year vs 35% growth forecast for Consumer Durables industry in Mexico. Consensus price target of Mex$51.00 unchanged from last update. Share price was steady at Mex$31.20 over the past week.
Reported Earnings • Oct 23Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: EPS: Mex$1.36 (up from Mex$0.35 in 3Q 2024). Revenue: Mex$4.12b (up 303% from 3Q 2024). Net income: Mex$379.3m (up 396% from 3Q 2024). Profit margin: 9.2% (up from 7.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 7.1%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 9.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Sep 25Vinte Viviendas Integrales, S.A.B. de C.V. announces Annual dividend, payable on October 01, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced Annual dividend of MXN 0.9000 per share payable on October 01, 2025, ex-date on September 30, 2025 and record date on September 30, 2025.
New Risk • May 20New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.4% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Shares are highly illiquid. High level of non-cash earnings (32% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (29% increase in shares outstanding).
Price Target Changed • May 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 52% above last closing price of Mex$32.00. Stock is down 1.5% over the past year. The company is forecast to post earnings per share of Mex$5.03 for next year compared to Mex$1.40 last year.
Reported Earnings • Apr 25First quarter 2025 earnings: EPS misses analyst expectationsFirst quarter 2025 results: EPS: Mex$0.81 (up from Mex$0.40 in 1Q 2024). Revenue: Mex$3.27b (up 251% from 1Q 2024). Net income: Mex$226.2m (up 165% from 1Q 2024). Profit margin: 6.9% (down from 9.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year.
Board Change • Apr 25Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Ursula Margarete Nieto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 22Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q1, 2025 Results on Apr 22, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q1, 2025 results at 5:00 PM, US Eastern Standard Time on Apr 22, 2025
お知らせ • Apr 15Vinte Viviendas Integrales, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025Vinte Viviendas Integrales, S.A.B. de C.V., Annual General Meeting, Apr 30, 2025. Location: downtown santa fe ave santa fe, no 428 tower 1 12th floor, office 1201 zedec santa fe neighborhood, cp 05349, mexico Mexico
Board Change • Apr 09Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 1 experienced director. 8 highly experienced directors. 4 independent directors (6 non-independent directors). Independent Director Ursula Margarete Nieto was the last independent director to join the board, commencing their role in 2024. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
New Risk • Mar 20New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). High level of non-cash earnings (30% accrual ratio). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).
Reported Earnings • Mar 03Full year 2024 earnings released: EPS: Mex$1.40 (vs Mex$1.98 in FY 2023)Full year 2024 results: EPS: Mex$1.40 (down from Mex$1.98 in FY 2023). Revenue: Mex$5.29b (up 9.7% from FY 2023). Net income: Mex$401.9m (down 6.3% from FY 2023). Profit margin: 7.6% (down from 8.9% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has increased by 6% per year.
お知らせ • Feb 26Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q4, 2024 Results on Feb 27, 2025Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q4, 2024 results at 4:00 PM, Eastern Standard Time on Feb 27, 2025
New Risk • Jan 28New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 28% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risk Shareholders have been diluted in the past year (28% increase in shares outstanding).
Price Target Changed • Jan 14Price target increased by 14% to Mex$48.50Up from Mex$42.70, the current price target is an average from 2 analysts. New target price is 49% above last closing price of Mex$32.50. Stock is up 5.2% over the past year.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (4.8% increase in shares outstanding).
Reported Earnings • Oct 29Third quarter 2024 earnings released: EPS: Mex$0.35 (vs Mex$0.44 in 3Q 2023)Third quarter 2024 results: EPS: Mex$0.35 (down from Mex$0.44 in 3Q 2023). Revenue: Mex$1.02b (down 4.2% from 3Q 2023). Net income: Mex$76.4m (down 21% from 3Q 2023). Profit margin: 7.5% (down from 9.0% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 5% per year.
分析記事 • Oct 25Returns On Capital Signal Tricky Times Ahead For Vinte Viviendas Integrales. de (BMV:VINTE)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
New Risk • Oct 15New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 37% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Shareholders have been diluted in the past year (37% increase in shares outstanding).
Reported Earnings • Jul 12Second quarter 2024 earnings released: EPS: Mex$0.66 (vs Mex$0.58 in 2Q 2023)Second quarter 2024 results: EPS: Mex$0.66 (up from Mex$0.58 in 2Q 2023). Revenue: Mex$1.18b (up 12% from 2Q 2023). Net income: Mex$141.8m (up 13% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 6% per year.
Reported Earnings • Apr 28First quarter 2024 earnings released: EPS: Mex$0.40 (vs Mex$0.36 in 1Q 2023)First quarter 2024 results: EPS: Mex$0.40 (up from Mex$0.36 in 1Q 2023). Revenue: Mex$933.1m (up 1.1% from 1Q 2023). Net income: Mex$85.5m (up 11% from 1Q 2023). Profit margin: 9.2% (up from 8.4% in 1Q 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 4% per year.
New Risk • Mar 10New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
New Risk • Mar 04New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Mar 01Full year 2023 earnings released: EPS: Mex$1.96 (vs Mex$1.86 in FY 2022)Full year 2023 results: EPS: Mex$1.96 (up from Mex$1.86 in FY 2022). Revenue: Mex$4.82b (up 11% from FY 2022). Net income: Mex$423.5m (up 5.5% from FY 2022). Profit margin: 8.8% (down from 9.2% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.5% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 22+ 3 more updatesVinte Viviendas Integrales, S.A.B. de C.V. to Report Q2, 2024 Results on Jul 11, 2024Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q2, 2024 results on Jul 11, 2024
Reported Earnings • Oct 20Third quarter 2023 earnings released: EPS: Mex$0.44 (vs Mex$0.46 in 3Q 2022)Third quarter 2023 results: EPS: Mex$0.44 (down from Mex$0.46 in 3Q 2022). Revenue: Mex$1.07b (up 4.9% from 3Q 2022). Net income: Mex$96.2m (down 2.9% from 3Q 2022). Profit margin: 9.0% (in line with 3Q 2022). Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Oct 06Vinte Viviendas Integrales, S.A.B. de C.V. to Report Q3, 2023 Results on Oct 18, 2023Vinte Viviendas Integrales, S.A.B. de C.V. announced that they will report Q3, 2023 results at 4:00 PM, US Eastern Standard Time on Oct 18, 2023
Major Estimate Revision • Jul 24Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has improved. 2023 revenue forecast increased from Mex$4.78b to Mex$4.86b. EPS estimate increased from Mex$1.88 to Mex$2.15 per share. Net income forecast to grow 11% next year vs 27% growth forecast for Consumer Durables industry in Mexico. Consensus price target broadly unchanged at Mex$42.90. Share price was steady at Mex$31.56 over the past week.
Reported Earnings • Jul 19Second quarter 2023 earnings released: EPS: Mex$0.94 (vs Mex$0.50 in 2Q 2022)Second quarter 2023 results: EPS: Mex$0.94 (up from Mex$0.50 in 2Q 2022). Revenue: Mex$1.05b (up 8.2% from 2Q 2022). Net income: Mex$126.0m (up 18% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Durables industry in South America. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Reported Earnings • Mar 02Full year 2022 earnings released: EPS: Mex$1.83 (vs Mex$1.68 in FY 2021)Full year 2022 results: EPS: Mex$1.83 (up from Mex$1.68 in FY 2021). Revenue: Mex$4.36b (up 4.7% from FY 2021). Net income: Mex$395.7m (up 8.6% from FY 2021). Profit margin: 9.1% (up from 8.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 9.6% growth forecast for the Consumer Durables industry in Mexico. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Manuel Jesús Oropeza Fuentes was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: Mex$0.46 (vs Mex$0.41 in 3Q 2021)Third quarter 2022 results: EPS: Mex$0.46 (up from Mex$0.41 in 3Q 2021). Revenue: Mex$1.02b (up 13% from 3Q 2021). Net income: Mex$99.0m (up 12% from 3Q 2021). Profit margin: 9.7% (in line with 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Sep 13We Think Vinte Viviendas Integrales. de (BMV:VINTE) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Jul 21Second quarter 2022 earnings released: EPS: Mex$0.50 (vs Mex$0.40 in 2Q 2021)Second quarter 2022 results: EPS: Mex$0.50 (up from Mex$0.40 in 2Q 2021). Revenue: Mex$973.7m (up 8.8% from 2Q 2021). Net income: Mex$107.3m (up 23% from 2Q 2021). Profit margin: 11% (up from 9.7% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 29First quarter 2022 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2022 results: EPS: Mex$0.31 (vs Mex$0.31 in 1Q 2021). Revenue: Mex$787.2m (flat on 1Q 2021). Net income: Mex$68.0m (up 1.1% from 1Q 2021). Profit margin: 8.6% (in line with 1Q 2021). Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Price Target Changed • Apr 27Price target increased to Mex$36.00Up from Mex$30.50, the current price target is provided by 1 analyst. New target price is 28% above last closing price of Mex$28.06. Stock is down 1.5% over the past year. The company posted earnings per share of Mex$1.65 last year.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 1 experienced director. 8 highly experienced directors. 3 independent directors (6 non-independent directors). Independent Director Manuel Jesús Oropeza Fuentes was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Mar 01Full year 2021 earnings: EPS and revenues exceed analyst expectationsFull year 2021 results: EPS: Mex$1.65 (up from Mex$1.63 in FY 2020). Revenue: Mex$4.16b (up 14% from FY 2020). Net income: Mex$356.1m (up 7.7% from FY 2020). Profit margin: 8.6% (down from 9.1% in FY 2020). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 18%. Earnings per share (EPS) also surpassed analyst estimates by 23%. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 24Third quarter 2021 earnings releasedThe company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: Mex$901.4m (down 2.3% from 3Q 2020). Net income: Mex$88.5m (down 3.6% from 3Q 2020). Profit margin: 9.8% (in line with 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Jul 22Second quarter 2021 earnings released: EPS Mex$0.40 (vs Mex$0.41 in 2Q 2020)The company reported a solid second quarter result with improved earnings and revenues, although profit margins were flat. Second quarter 2021 results: Revenue: Mex$894.9m (up 9.5% from 2Q 2020). Net income: Mex$87.2m (up 5.0% from 2Q 2020). Profit margin: 9.7% (in line with 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • Jun 14A Look At The Intrinsic Value Of Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE)Does the June share price for Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) reflect what it's really worth...
分析記事 • May 26We Think Vinte Viviendas Integrales. de (BMV:VINTE) Is Taking Some Risk With Its DebtSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Apr 30First quarter 2021 earnings released: EPS Mex$0.31 (vs Mex$0.35 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: Mex$782.9m (up 14% from 1Q 2020). Net income: Mex$67.2m (down 4.2% from 1Q 2020). Profit margin: 8.6% (down from 10% in 1Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • Apr 19Vinte Viviendas Integrales. de (BMV:VINTE) Is Reinvesting At Lower Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. In a perfect world, we'd like to see...
分析記事 • Mar 08Does Vinte Viviendas Integrales. de's (BMV:VINTE) Share Price Gain of 12% Match Its Business Performance?By buying an index fund, you can roughly match the market return with ease. But many of us dare to dream of bigger...
分析記事 • Feb 20Vinte Viviendas Integrales. de (BMV:VINTE) Has A Somewhat Strained Balance SheetLegendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Is New 90 Day High Low • Feb 17New 90-day high: Mex$28.70The company is up 3.0% from its price of Mex$27.98 on 18 November 2020. The Mexican market is up 5.0% over the last 90 days, indicating the company underperformed over that time. However, its price trend is similar to the Consumer Durables industry, which is also up 3.0% over the same period.
分析記事 • Feb 06Do Insiders Own Lots Of Shares In Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE)?Every investor in Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) should be aware of the most powerful...
分析記事 • Jan 22Does Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE) Have A Place In Your Dividend Stock Portfolio?Could Vinte Viviendas Integrales, S.A.B. de C.V. ( BMV:VINTE ) be an attractive dividend share to own for the long...
お知らせ • Jan 13Danish SDG Investment Fund managed by IFU acquired 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) for $20 million.Danish SDG Investment Fund managed by IFU acquired 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) for $20 million on January 12, 2021. Danish SDG Investment Fund managed by IFU completed the acquisition of 6.6% stake in Vinte Viviendas Integrales, S.A.B. de C.V. (BMV:VINTE *) on January 12, 2021.
分析記事 • Jan 07We're Watching These Trends At Vinte Viviendas Integrales. de (BMV:VINTE)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 • Dec 21Are Vinte Viviendas Integrales. de's (BMV:VINTE) Statutory Earnings A Good Reflection Of Its Earnings Potential?It might be old fashioned, but we really like to invest in companies that make a profit, each and every year. However...
分析記事 • Dec 05Did Vinte Viviendas Integrales. de's (BMV:VINTE) Share Price Deserve to Gain 10%?One simple way to benefit from the stock market is to buy an index fund. But if you choose individual stocks with...
Is New 90 Day High Low • Dec 01New 90-day high: Mex$28.50The company is up 2.0% from its price of Mex$27.98 on 01 September 2020. The Mexican market is up 11% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Durables industry, which is up 3.0% over the same period.
分析記事 • Nov 20Can Vinte Viviendas Integrales, S.A.B. de C.V.'s (BMV:VINTE) Stock Catch Up to Strong Fundamentals?Looking at Vinte Viviendas Integrales. de's (BMV:VINTE) mostly flat share price movement over the past three months...
Reported Earnings • Oct 16Third quarter earnings releasedOver the last 12 months the company has reported total profits of Mex$414.2m, down 25% from the prior year. Total revenue was Mex$3.58b over the last 12 months, down 1.9% from the prior year.
Is New 90 Day High Low • Oct 02New 90-day low: Mex$27.47The company is down 2.0% from its price of Mex$28.00 on 03 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 Consumer Durables industry, which is down 11% over the same period.