View Past PerformanceVitro. de バランスシートの健全性財務の健全性 基準チェック /66Vitro. deの総株主資本は$889.0M 、総負債は$72.0Mで、負債比率は8.1%となります。総資産と総負債はそれぞれ$1.4Bと$491.0Mです。 Vitro. deの EBIT は$37.5Mで、利息カバレッジ比率-0.8です。現金および短期投資は$10.0Mです。主要情報8.10%負債資本比率US$72.00m負債インタレスト・カバレッジ・レシオ-0.8x現金US$10.00mエクイティUS$889.00m負債合計US$491.00m総資産US$1.38b財務の健全性に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 06First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: US$17.0m (down 74% from 1Q 2025). Net income: US$6.00m (down 40% from 1Q 2025). Profit margin: 35% (up from 15% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 32% per year.お知らせ • Mar 13Vitro, S.A.B. de C.V., Annual General Meeting, Mar 27, 2026Vitro, S.A.B. de C.V., Annual General Meeting, Mar 27, 2026. Location: ricardo margain zozaya, no 400 valle del campestre neighborhood, nuevo leon, san pedro garza garcia MexicoBoard Change • Feb 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Mario Laborin Gomez was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Nov 06We Like The Quality Of Vitro. de's (BMV:VITROA) EarningsVitro, S.A.B. de C.V.'s ( BMV:VITROA ) solid earnings announcement recently didn't do much to the stock price. We did...Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$0.072 (vs US$0.07 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.072 (up from US$0.07 loss in 3Q 2024). Revenue: US$72.0m (flat on 3Q 2024). Net income: US$34.0m (up US$68.5m from 3Q 2024). Profit margin: 47% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 32% per year.Reported Earnings • Jul 29Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$69.0m (down 1.4% from 2Q 2024). Net income: US$54.0m (up US$107.0m from 2Q 2024). Profit margin: 78% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).Buy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$6.65. The fair value is estimated to be Mex$8.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 66% over the last 3 years. Meanwhile, the company became loss making.New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • Apr 02Vitro, S.A.B. de C.V., Annual General Meeting, Apr 24, 2025Vitro, S.A.B. de C.V., Annual General Meeting, Apr 24, 2025. Location: ricardo margain zozaya, no 400 valle del campestre neighborhood, nuevo leon, san pedro garza garcia MexicoBuy Or Sell Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to Mex$6.68. The fair value is estimated to be Mex$8.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 62% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Mar 02Full year 2024 earnings released: US$0.21 loss per share (vs US$0.26 profit in FY 2023)Full year 2024 results: US$0.21 loss per share (down from US$0.26 profit in FY 2023). Revenue: US$284.0m (down 8.6% from FY 2023). Net loss: US$97.0m (down 179% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$72.0m (down 89% from 3Q 2023). Net loss: US$34.0m (down 337% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.New Risk • Aug 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).Reported Earnings • Jul 27Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: US$70.0m (down 89% from 2Q 2023). Net loss: US$53.0m (down 247% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: US$0.053 (vs US$0.08 in 1Q 2023)First quarter 2024 results: EPS: US$0.053 (down from US$0.08 in 1Q 2023). Revenue: US$71.0m (down 88% from 1Q 2023). Net income: US$25.0m (down 31% from 1Q 2023). Profit margin: 35% (up from 6.0% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.New Risk • Mar 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks High level of debt (52% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.分析記事 • Mar 13Vitro, S.A.B. de C.V. (BMV:VITROA) May Have Run Too Fast Too Soon With Recent 25% Price PlummetUnfortunately for some shareholders, the Vitro, S.A.B. de C.V. ( BMV:VITROA ) share price has dived 25% in the last...Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.04 (vs US$0.038 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.038 in FY 2022). Revenue: US$79.0m (down 97% from FY 2022). Net income: US$19.0m (up 6.4% from FY 2022). Profit margin: 24% (up from 0.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.分析記事 • Jan 24Not Many Are Piling Into Vitro, S.A.B. de C.V. (BMV:VITROA) Stock Yet As It Plummets 48%Vitro, S.A.B. de C.V. ( BMV:VITROA ) shares have had a horrible month, losing 48% after a relatively good period...Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to Mex$13.06, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 8x in the Packaging industry in South America. Total returns to shareholders of 72% over the past three years.分析記事 • Jan 03Vitro. de's (BMV:VITROA) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...New Risk • Dec 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.1% 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 Share price has been highly volatile over the past 3 months (4.1% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 45%After last week's 45% share price gain to Mex$27.50, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 13x in the Packaging industry in South America. Total returns to shareholders of 2.2% over the past three years.Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: US$0.03 (vs US$0.03 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.03 (up from US$0.03 loss in 3Q 2022). Revenue: US$626.0m (flat on 3Q 2022). Net income: US$14.0m (up US$29.8m from 3Q 2022). Profit margin: 2.2% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: US$0.077 (vs US$0.02 in 2Q 2022)Second quarter 2023 results: EPS: US$0.077 (up from US$0.02 in 2Q 2022). Revenue: US$622.0m (up 7.0% from 2Q 2022). Net income: US$36.0m (up 321% from 2Q 2022). Profit margin: 5.8% (up from 1.5% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 21Full year 2022 earnings released: EPS: US$0.038 (vs US$0.23 loss in FY 2021)Full year 2022 results: EPS: US$0.038 (up from US$0.23 loss in FY 2021). Revenue: US$2.35b (up 20% from FY 2021). Net income: US$17.9m (up US$124.5m from FY 2021). Profit margin: 0.8% (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 fallen by 60% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Board Change • Nov 17Less 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. No experienced directors. 12 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Guillermo Aponte Ortiz Martinez was the last independent director to join the board, commencing their role in 2010. 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 29Third quarter 2022 earnings released: US$0.034 loss per share (vs US$0.011 loss in 3Q 2021)Third quarter 2022 results: US$0.034 loss per share (further deteriorated from US$0.011 loss in 3Q 2021). Revenue: US$623.0m (up 27% from 3Q 2021). Net loss: US$16.0m (loss widened 214% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.019 (vs US$0.02 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.019 (up from US$0.02 loss in 2Q 2021). Revenue: US$581.0m (up 21% from 2Q 2021). Net income: US$9.00m (up US$17.0m from 2Q 2021). Profit margin: 1.5% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.04 (vs US$0.001 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.04 (up from US$0.001 loss in 1Q 2021). Revenue: US$552.4m (up 16% from 1Q 2021). Net income: US$19.0m (up US$19.3m from 1Q 2021). Profit margin: 3.4% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.Price Target Changed • Apr 27Price target increased to Mex$80.00Up from Mex$50.25, the current price target is provided by 1 analyst. New target price is 214% above last closing price of Mex$25.48. Stock is down 3.6% over the past year. The company posted a net loss per share of US$0.23 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. No experienced directors. 12 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Guillermo Aponte Ortiz Martinez was the last independent director to join the board, commencing their role in 2010. 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 03Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$1.96b (up 11% from FY 2020). Net loss: US$107.0m (loss widened 136% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.Price Target Changed • Sep 14Price target increased to Mex$65.00Up from Mex$50.25, the current price target is provided by 1 analyst. New target price is 147% above last closing price of Mex$26.30.Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$480.5m (up 61% from 2Q 2020). Net loss: US$7.98m (loss narrowed 87% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.Reported Earnings • Apr 26Full year 2020 earnings released: US$0.096 loss per share (vs US$0.14 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$1.77b (down 19% from FY 2019). Net loss: US$45.4m (down 171% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Jan 19DHS Private Equity Trust (AXS) cancelled the acquisition of Vitro, S.A.B. de C.V. (BMV:VITRO A).DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion on January 11, 2021. Simpson Thatcher acted as a legal advisor and Deutsche Bank Securities Inc. acted as a financial advisor to DHS. Santander Bank acted as a financial advisor and Ortega & Sons LLP acted as a legal advisor to Vitro. DHS Private Equity Trust (AXS) cancelled the acquisition of Vitro, S.A.B. de C.V. (BMV:VITRO A) on January 17, 2021.お知らせ • Jan 12DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion.DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion on January 11, 2021. Simpson Thatcher acted as a legal advisor and Deutsche Bank Securities Inc. acted as a financial advisor to DHS. Santander Bank acted as a financial advisor and Ortega & Sons LLP acted as a legal advisor to Vitro.分析記事 • Jan 11What Is The Ownership Structure Like For Vitro, S.A.B. de C.V. (BMV:VITROA)?Every investor in Vitro, S.A.B. de C.V. ( BMV:VITROA ) should be aware of the most powerful shareholder groups...分析記事 • Dec 21How Much Did Vitro. de's(BMV:VITROA) Shareholders Earn From Share Price Movements Over The Last Three Years?While not a mind-blowing move, it is good to see that the Vitro, S.A.B. de C.V. ( BMV:VITROA ) share price has gained...Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 35% share price gain to US$33.14, the stock is trading at a trailing P/E ratio of 16x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 13x in the Packaging industry in South America. Total return to shareholders over the past three years is a loss of 49%.Is New 90 Day High Low • Nov 24New 90-day high: Mex$25.37The company is up 10.0% from its price of Mex$23.02 on 26 August 2020. The Mexican market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is flat over the same period.分析記事 • Nov 18Are Vitro. de's (BMV:VITROA) Statutory Earnings A Good Guide To Its Underlying Profitability?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...Is New 90 Day High Low • Oct 31New 90-day high: Mex$25.15The company is up 8.0% from its price of Mex$23.26 on 31 July 2020. The Mexican market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 18% over the same period.Reported Earnings • Oct 31Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$49.1m, down 62% from the prior year. Total revenue was US$1.78b over the last 12 months, down 20% from the prior year.お知らせ • Sep 25+ 1 more updateSolutia Inc. signed a definitive agreement to acquire the 51% stake it did not already own in Quimica M, S.A. de C.V. from Vitro SA de CV for approximately $20 million.Solutia Inc. (OTCBB: SOLUQ) signed a definitive agreement to acquire the remaining 51% stake in Quimica M, S.A. de C.V. from Vitro SA de CV for a reported consideration of approximately $20 million on November 28, 2005. In a related transaction, Solutia and certain affiliates of Vitro Plan will enter into agreements under which Solutia will supply Vitro Plan affiliates with 100% of their requirements for Saflex and Vanceva PVB interlayer products. The transaction is subject to approvals by the Bankruptcy Court, the Boards of Directors, the Mexican Competition Commission, and by governmental authorities in Mexico and the US. Quimica M had sales of $47 million in 2004. Thomas Christopher and Vamsi Bonthala of Kirkland & Ellis served as legal advisor to Solutia.財務状況分析短期負債: VITRO Aの 短期資産 ( $820.0M ) が 短期負債 ( $385.0M ) を超えています。長期負債: VITRO Aの短期資産 ( $820.0M ) が 長期負債 ( $106.0M ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: VITRO Aの 純負債対資本比率 ( 7% ) は 満足できる 水準であると考えられます。負債の削減: VITRO Aの負債対資本比率は、過去 5 年間で52.4%から8.1%に減少しました。債務返済能力: VITRO Aの負債は 営業キャッシュフロー によって 十分にカバー されています ( 188.2% )。インタレストカバレッジ: VITRO A支払う利息よりも稼ぐ利息の方が多いので、利息支払い の補償は問題になりません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YMaterials 業界の健全な企業。View Dividend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2026/05/22 23:16終値2026/05/22 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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Vitro, S.A.B. de C.V. 0 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。3 アナリスト機関Lilian Ochoa GuerraGBM Grupo Bursátil Mexicano, S.A. de C.V. Casa de BolsaMiguel Mayorga TenaGBM Grupo Bursátil Mexicano, S.A. de C.V. Casa de BolsaJacob SteinfeldJ.P. Morgan
Reported Earnings • May 06First quarter 2026 earnings releasedFirst quarter 2026 results: Revenue: US$17.0m (down 74% from 1Q 2025). Net income: US$6.00m (down 40% from 1Q 2025). Profit margin: 35% (up from 15% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year whereas the company’s share price has fallen by 32% per year.
お知らせ • Mar 13Vitro, S.A.B. de C.V., Annual General Meeting, Mar 27, 2026Vitro, S.A.B. de C.V., Annual General Meeting, Mar 27, 2026. Location: ricardo margain zozaya, no 400 valle del campestre neighborhood, nuevo leon, san pedro garza garcia Mexico
Board Change • Feb 19Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. No experienced directors. 6 highly experienced directors. Independent Director Mario Laborin Gomez was the last director to join the board, commencing their role in 2010. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Nov 06We Like The Quality Of Vitro. de's (BMV:VITROA) EarningsVitro, S.A.B. de C.V.'s ( BMV:VITROA ) solid earnings announcement recently didn't do much to the stock price. We did...
Reported Earnings • Oct 29Third quarter 2025 earnings released: EPS: US$0.072 (vs US$0.07 loss in 3Q 2024)Third quarter 2025 results: EPS: US$0.072 (up from US$0.07 loss in 3Q 2024). Revenue: US$72.0m (flat on 3Q 2024). Net income: US$34.0m (up US$68.5m from 3Q 2024). Profit margin: 47% (up from net loss in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 31% per year whereas the company’s share price has fallen by 32% per year.
Reported Earnings • Jul 29Second quarter 2025 earnings releasedSecond quarter 2025 results: Revenue: US$69.0m (down 1.4% from 2Q 2024). Net income: US$54.0m (up US$107.0m from 2Q 2024). Profit margin: 78% (up from net loss in 2Q 2024). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has fallen by 37% per year, which means it is performing significantly worse than earnings.
New Risk • Jul 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 5.1% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.1% average weekly change).
Buy Or Sell Opportunity • May 05Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to Mex$6.65. The fair value is estimated to be Mex$8.36, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 66% over the last 3 years. Meanwhile, the company became loss making.
New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 0.8% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.8% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • Apr 02Vitro, S.A.B. de C.V., Annual General Meeting, Apr 24, 2025Vitro, S.A.B. de C.V., Annual General Meeting, Apr 24, 2025. Location: ricardo margain zozaya, no 400 valle del campestre neighborhood, nuevo leon, san pedro garza garcia Mexico
Buy Or Sell Opportunity • Mar 24Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 25% to Mex$6.68. The fair value is estimated to be Mex$8.40, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 62% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Mar 02Full year 2024 earnings released: US$0.21 loss per share (vs US$0.26 profit in FY 2023)Full year 2024 results: US$0.21 loss per share (down from US$0.26 profit in FY 2023). Revenue: US$284.0m (down 8.6% from FY 2023). Net loss: US$97.0m (down 179% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 01Third quarter 2024 earnings releasedThird quarter 2024 results: Revenue: US$72.0m (down 89% from 3Q 2023). Net loss: US$34.0m (down 337% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 108% per year but the company’s share price has fallen by 28% per year, which means it is significantly lagging earnings.
New Risk • Aug 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Mexican stocks, typically moving 6.0% a week. This is considered a minor risk. Share price volatility indicates 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. It also 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.2% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.0% average weekly change).
Reported Earnings • Jul 27Second quarter 2024 earnings releasedSecond quarter 2024 results: Revenue: US$70.0m (down 89% from 2Q 2023). Net loss: US$53.0m (down 247% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 120% per year but the company’s share price has fallen by 31% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 29First quarter 2024 earnings released: EPS: US$0.053 (vs US$0.08 in 1Q 2023)First quarter 2024 results: EPS: US$0.053 (down from US$0.08 in 1Q 2023). Revenue: US$71.0m (down 88% from 1Q 2023). Net income: US$25.0m (down 31% from 1Q 2023). Profit margin: 35% (up from 6.0% in 1Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 111% per year but the company’s share price has fallen by 29% per year, which means it is significantly lagging earnings.
New Risk • Mar 28New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 52% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks High level of debt (52% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
分析記事 • Mar 13Vitro, S.A.B. de C.V. (BMV:VITROA) May Have Run Too Fast Too Soon With Recent 25% Price PlummetUnfortunately for some shareholders, the Vitro, S.A.B. de C.V. ( BMV:VITROA ) share price has dived 25% in the last...
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.04 (vs US$0.038 in FY 2022)Full year 2023 results: EPS: US$0.04 (up from US$0.038 in FY 2022). Revenue: US$79.0m (down 97% from FY 2022). Net income: US$19.0m (up 6.4% from FY 2022). Profit margin: 24% (up from 0.8% in FY 2022). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has fallen by 24% per year, which means it is significantly lagging earnings.
分析記事 • Jan 24Not Many Are Piling Into Vitro, S.A.B. de C.V. (BMV:VITROA) Stock Yet As It Plummets 48%Vitro, S.A.B. de C.V. ( BMV:VITROA ) shares have had a horrible month, losing 48% after a relatively good period...
Valuation Update With 7 Day Price Move • Jan 23Investor sentiment deteriorates as stock falls 27%After last week's 27% share price decline to Mex$13.06, the stock trades at a trailing P/E ratio of 3.8x. Average trailing P/E is 8x in the Packaging industry in South America. Total returns to shareholders of 72% over the past three years.
分析記事 • Jan 03Vitro. de's (BMV:VITROA) Returns On Capital Not Reflecting Well On The BusinessIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? More often...
New Risk • Dec 07New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Mexican stocks, typically moving 4.1% 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 Share price has been highly volatile over the past 3 months (4.1% average weekly change). Earnings have declined by 37% per year over the past 5 years. Minor Risks High level of debt (53% net debt to equity). Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Valuation Update With 7 Day Price Move • Dec 06Investor sentiment improves as stock rises 45%After last week's 45% share price gain to Mex$27.50, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 13x in the Packaging industry in South America. Total returns to shareholders of 2.2% over the past three years.
Reported Earnings • Oct 29Third quarter 2023 earnings released: EPS: US$0.03 (vs US$0.03 loss in 3Q 2022)Third quarter 2023 results: EPS: US$0.03 (up from US$0.03 loss in 3Q 2022). Revenue: US$626.0m (flat on 3Q 2022). Net income: US$14.0m (up US$29.8m from 3Q 2022). Profit margin: 2.2% (up from net loss in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Jul 29Second quarter 2023 earnings released: EPS: US$0.077 (vs US$0.02 in 2Q 2022)Second quarter 2023 results: EPS: US$0.077 (up from US$0.02 in 2Q 2022). Revenue: US$622.0m (up 7.0% from 2Q 2022). Net income: US$36.0m (up 321% from 2Q 2022). Profit margin: 5.8% (up from 1.5% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 21Full year 2022 earnings released: EPS: US$0.038 (vs US$0.23 loss in FY 2021)Full year 2022 results: EPS: US$0.038 (up from US$0.23 loss in FY 2021). Revenue: US$2.35b (up 20% from FY 2021). Net income: US$17.9m (up US$124.5m from FY 2021). Profit margin: 0.8% (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 fallen by 60% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Board Change • Nov 17Less 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. No experienced directors. 12 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Guillermo Aponte Ortiz Martinez was the last independent director to join the board, commencing their role in 2010. 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 29Third quarter 2022 earnings released: US$0.034 loss per share (vs US$0.011 loss in 3Q 2021)Third quarter 2022 results: US$0.034 loss per share (further deteriorated from US$0.011 loss in 3Q 2021). Revenue: US$623.0m (up 27% from 3Q 2021). Net loss: US$16.0m (loss widened 214% from 3Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
Reported Earnings • Jul 29Second quarter 2022 earnings released: EPS: US$0.019 (vs US$0.02 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.019 (up from US$0.02 loss in 2Q 2021). Revenue: US$581.0m (up 21% from 2Q 2021). Net income: US$9.00m (up US$17.0m from 2Q 2021). Profit margin: 1.5% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to stay flat compared to a 11% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 75 percentage points per year, which is a significant difference in performance.
Reported Earnings • May 05First quarter 2022 earnings released: EPS: US$0.04 (vs US$0.001 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.04 (up from US$0.001 loss in 1Q 2021). Revenue: US$552.4m (up 16% from 1Q 2021). Net income: US$19.0m (up US$19.3m from 1Q 2021). Profit margin: 3.4% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 2.9%, compared to a 12% growth forecast for the industry in Mexico. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
Price Target Changed • Apr 27Price target increased to Mex$80.00Up from Mex$50.25, the current price target is provided by 1 analyst. New target price is 214% above last closing price of Mex$25.48. Stock is down 3.6% over the past year. The company posted a net loss per share of US$0.23 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. No experienced directors. 12 highly experienced directors. 5 independent directors (7 non-independent directors). Independent Director Guillermo Aponte Ortiz Martinez was the last independent director to join the board, commencing their role in 2010. 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 03Full year 2021 earnings: Revenues in line with analyst expectationsFull year 2021 results: Revenue: US$1.96b (up 11% from FY 2020). Net loss: US$107.0m (loss widened 136% from FY 2020). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
Price Target Changed • Sep 14Price target increased to Mex$65.00Up from Mex$50.25, the current price target is provided by 1 analyst. New target price is 147% above last closing price of Mex$26.30.
Reported Earnings • Jul 30Second quarter 2021 earnings releasedThe company reported a solid second quarter result with reduced losses, improved revenues and improved control over expenses. Second quarter 2021 results: Revenue: US$480.5m (up 61% from 2Q 2020). Net loss: US$7.98m (loss narrowed 87% from 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
Reported Earnings • Apr 26Full year 2020 earnings released: US$0.096 loss per share (vs US$0.14 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$1.77b (down 19% from FY 2019). Net loss: US$45.4m (down 171% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 19DHS Private Equity Trust (AXS) cancelled the acquisition of Vitro, S.A.B. de C.V. (BMV:VITRO A).DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion on January 11, 2021. Simpson Thatcher acted as a legal advisor and Deutsche Bank Securities Inc. acted as a financial advisor to DHS. Santander Bank acted as a financial advisor and Ortega & Sons LLP acted as a legal advisor to Vitro. DHS Private Equity Trust (AXS) cancelled the acquisition of Vitro, S.A.B. de C.V. (BMV:VITRO A) on January 17, 2021.
お知らせ • Jan 12DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion.DHS Private Equity Trust (AXS) agreed to acquire Vitro, S.A.B. de C.V. (BMV:VITRO A) for approximately $1.2 billion on January 11, 2021. Simpson Thatcher acted as a legal advisor and Deutsche Bank Securities Inc. acted as a financial advisor to DHS. Santander Bank acted as a financial advisor and Ortega & Sons LLP acted as a legal advisor to Vitro.
分析記事 • Jan 11What Is The Ownership Structure Like For Vitro, S.A.B. de C.V. (BMV:VITROA)?Every investor in Vitro, S.A.B. de C.V. ( BMV:VITROA ) should be aware of the most powerful shareholder groups...
分析記事 • Dec 21How Much Did Vitro. de's(BMV:VITROA) Shareholders Earn From Share Price Movements Over The Last Three Years?While not a mind-blowing move, it is good to see that the Vitro, S.A.B. de C.V. ( BMV:VITROA ) share price has gained...
Valuation Update With 7 Day Price Move • Nov 27Market bids up stock over the past weekAfter last week's 35% share price gain to US$33.14, the stock is trading at a trailing P/E ratio of 16x, up from the previous P/E ratio of 11.8x. This compares to an average P/E of 13x in the Packaging industry in South America. Total return to shareholders over the past three years is a loss of 49%.
Is New 90 Day High Low • Nov 24New 90-day high: Mex$25.37The company is up 10.0% from its price of Mex$23.02 on 26 August 2020. The Mexican market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Packaging industry, which is flat over the same period.
分析記事 • Nov 18Are Vitro. de's (BMV:VITROA) Statutory Earnings A Good Guide To Its Underlying Profitability?Many investors consider it preferable to invest in profitable companies over unprofitable ones, because profitability...
Is New 90 Day High Low • Oct 31New 90-day high: Mex$25.15The company is up 8.0% from its price of Mex$23.26 on 31 July 2020. The Mexican market is down 1.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Packaging industry, which is up 18% over the same period.
Reported Earnings • Oct 31Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$49.1m, down 62% from the prior year. Total revenue was US$1.78b over the last 12 months, down 20% from the prior year.
お知らせ • Sep 25+ 1 more updateSolutia Inc. signed a definitive agreement to acquire the 51% stake it did not already own in Quimica M, S.A. de C.V. from Vitro SA de CV for approximately $20 million.Solutia Inc. (OTCBB: SOLUQ) signed a definitive agreement to acquire the remaining 51% stake in Quimica M, S.A. de C.V. from Vitro SA de CV for a reported consideration of approximately $20 million on November 28, 2005. In a related transaction, Solutia and certain affiliates of Vitro Plan will enter into agreements under which Solutia will supply Vitro Plan affiliates with 100% of their requirements for Saflex and Vanceva PVB interlayer products. The transaction is subject to approvals by the Bankruptcy Court, the Boards of Directors, the Mexican Competition Commission, and by governmental authorities in Mexico and the US. Quimica M had sales of $47 million in 2004. Thomas Christopher and Vamsi Bonthala of Kirkland & Ellis served as legal advisor to Solutia.