Alsea, S.A.B. de C.V.

BMV:ALSEA * 주식 리포트

시가총액: Mex$46.5b

Alsea. de 향후 성장

Future 기준 점검 5/6

Alsea. de (는) 각각 연간 24.8% 및 8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 22.9% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 26.1% 로 예상됩니다.

핵심 정보

24.8%

이익 성장률

22.85%

EPS 성장률

Hospitality 이익 성장32.3%
매출 성장률8.0%
향후 자기자본이익률26.09%
애널리스트 커버리지

Good

마지막 업데이트10 Sep 2025

최근 향후 성장 업데이트

Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Oct 25
Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Jul 26
Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Recent updates

The Return Trends At Alsea. de (BMV:ALSEA) Look Promising

Aug 26
The Return Trends At Alsea. de (BMV:ALSEA) Look Promising

There May Be Some Bright Spots In Alsea. de's (BMV:ALSEA) Earnings

Jul 29
There May Be Some Bright Spots In Alsea. de's (BMV:ALSEA) Earnings

A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Jun 14
A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Alsea. de (BMV:ALSEA) Has Debt But No Earnings; Should You Worry?

Apr 16
Alsea. de (BMV:ALSEA) Has Debt But No Earnings; Should You Worry?

Is Now The Time To Look At Buying Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Feb 19
Is Now The Time To Look At Buying Alsea, S.A.B. de C.V. (BMV:ALSEA)?
User avatar

Marketing Investments And ESG Focus Will Boost Brand Reputation And Customer Loyalty

Strategic expansions and remodels in high-traffic areas, coupled with digital transformation, are poised to boost revenue and improve customer engagement and net margins.

Sentiment Still Eluding Alsea, S.A.B. de C.V. (BMV:ALSEA)

Jan 17
Sentiment Still Eluding Alsea, S.A.B. de C.V. (BMV:ALSEA)

If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

Dec 14
If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Dec 02
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Alsea. de's (BMV:ALSEA) Returns On Capital Are Heading Higher

Nov 12
Alsea. de's (BMV:ALSEA) Returns On Capital Are Heading Higher

Shareholders Can Be Confident That Alsea. de's (BMV:ALSEA) Earnings Are High Quality

Oct 31
Shareholders Can Be Confident That Alsea. de's (BMV:ALSEA) Earnings Are High Quality

Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Oct 25
Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Why Alsea, S.A.B. de C.V. (BMV:ALSEA) Could Be Worth Watching

Oct 15
Why Alsea, S.A.B. de C.V. (BMV:ALSEA) Could Be Worth Watching

Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

Sep 28
Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Sep 01
A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Jul 26
Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Investors Appear Satisfied With Alsea, S.A.B. de C.V.'s (BMV:ALSEA) Prospects

Jul 04
Investors Appear Satisfied With Alsea, S.A.B. de C.V.'s (BMV:ALSEA) Prospects

Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

Jun 04
Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

May 07
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Is Now An Opportune Moment To Examine Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Apr 23
Is Now An Opportune Moment To Examine Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Earnings Not Telling The Story For Alsea, S.A.B. de C.V. (BMV:ALSEA) After Shares Rise 26%

Mar 27
Earnings Not Telling The Story For Alsea, S.A.B. de C.V. (BMV:ALSEA) After Shares Rise 26%

There's Been No Shortage Of Growth Recently For Alsea. de's (BMV:ALSEA) Returns On Capital

Mar 16
There's Been No Shortage Of Growth Recently For Alsea. de's (BMV:ALSEA) Returns On Capital

Here's Why We Think Alsea. de (BMV:ALSEA) Might Deserve Your Attention Today

Feb 01
Here's Why We Think Alsea. de (BMV:ALSEA) Might Deserve Your Attention Today

With Alsea, S.A.B. de C.V. (BMV:ALSEA) It Looks Like You'll Get What You Pay For

Jan 19
With Alsea, S.A.B. de C.V. (BMV:ALSEA) It Looks Like You'll Get What You Pay For

Alsea. de's (BMV:ALSEA) Returns Have Hit A Wall

Dec 08
Alsea. de's (BMV:ALSEA) Returns Have Hit A Wall

Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet

Oct 27
Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet

Is There Now An Opportunity In Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Oct 13
Is There Now An Opportunity In Alsea, S.A.B. de C.V. (BMV:ALSEA)?

If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

Sep 20
If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

Return Trends At Alsea. de (BMV:ALSEA) Aren't Appealing

Aug 22
Return Trends At Alsea. de (BMV:ALSEA) Aren't Appealing

Is Alsea. de (BMV:ALSEA) Using Too Much Debt?

Jun 26
Is Alsea. de (BMV:ALSEA) Using Too Much Debt?

Should You Think About Buying Alsea, S.A.B. de C.V. (BMV:ALSEA) Now?

Jun 09
Should You Think About Buying Alsea, S.A.B. de C.V. (BMV:ALSEA) Now?

Returns At Alsea. de (BMV:ALSEA) Appear To Be Weighed Down

May 15
Returns At Alsea. de (BMV:ALSEA) Appear To Be Weighed Down

At Mex$43.17, Is It Time To Put Alsea, S.A.B. de C.V. (BMV:ALSEA) On Your Watch List?

Feb 15
At Mex$43.17, Is It Time To Put Alsea, S.A.B. de C.V. (BMV:ALSEA) On Your Watch List?

Alsea, S.A.B. de C.V. (BMV:ALSEA) Shares Could Be 30% Above Their Intrinsic Value Estimate

Jan 24
Alsea, S.A.B. de C.V. (BMV:ALSEA) Shares Could Be 30% Above Their Intrinsic Value Estimate

Do Alsea. de's (BMV:ALSEA) Earnings Warrant Your Attention?

Dec 21
Do Alsea. de's (BMV:ALSEA) Earnings Warrant Your Attention?

At Mex$38.28, Is It Time To Put Alsea, S.A.B. de C.V. (BMV:ALSEA) On Your Watch List?

Oct 28
At Mex$38.28, Is It Time To Put Alsea, S.A.B. de C.V. (BMV:ALSEA) On Your Watch List?

Estimating The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Oct 13
Estimating The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Returns On Capital At Alsea. de (BMV:ALSEA) Have Hit The Brakes

Sep 28
Returns On Capital At Alsea. de (BMV:ALSEA) Have Hit The Brakes

Here's Why Alsea. de (BMV:ALSEA) Has A Meaningful Debt Burden

Aug 04
Here's Why Alsea. de (BMV:ALSEA) Has A Meaningful Debt Burden

At Mex$37.74, Is Alsea, S.A.B. de C.V. (BMV:ALSEA) Worth Looking At Closely?

Jul 02
At Mex$37.74, Is Alsea, S.A.B. de C.V. (BMV:ALSEA) Worth Looking At Closely?

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Jun 17
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Alsea. de (BMV:ALSEA) May Have Issues Allocating Its Capital

May 03
Alsea. de (BMV:ALSEA) May Have Issues Allocating Its Capital

Is Alsea. de (BMV:ALSEA) Using Too Much Debt?

Apr 01
Is Alsea. de (BMV:ALSEA) Using Too Much Debt?

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Feb 22
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

이익 및 매출 성장 예측

BMV:ALSEA * - 애널리스트 향후 추정치 및 과거 재무 데이터 (MXN Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
12/31/2027102,2714,1447,759N/A10
12/31/202694,8933,1525,40210,98413
12/31/202587,4212,4865,13713,93313
6/30/202583,0361,6638,18014,737N/A
3/31/202580,8166767,07013,725N/A
12/31/202478,9858777,82214,296N/A
9/30/202476,8812,0397,78414,268N/A
6/30/202475,6092,5228,05014,027N/A
3/31/202476,7682,8498,42714,048N/A
12/31/202374,7662,95810,16715,451N/A
9/30/202375,2302,1608,10513,027N/A
6/30/202373,2781,9829,87214,378N/A
3/31/202371,2691,75011,64915,912N/A
12/31/202267,2441,68710,58714,960N/A
9/30/202266,4181,88912,28616,314N/A
6/30/202262,8581,74512,19215,833N/A
3/31/202258,3961,67311,14114,423N/A
12/31/202153,37973411,77414,656N/A
9/30/202147,9441169,86112,086N/A
6/30/202143,882-5338,39610,316N/A
3/31/202136,602-3,2685,1717,056N/A
12/31/202038,495-3,2364,6096,791N/A
9/30/202042,591-2,8965,0767,962N/A
6/30/202047,186-2,2295,9579,272N/A
3/31/202056,5695408,82012,145N/A
12/31/201958,1559278,16911,681N/A
9/30/201955,1377217,47810,830N/A
6/30/201952,0228304,9198,858N/A
3/31/201948,767861N/A7,925N/A
12/31/201846,157953N/A7,006N/A
9/30/201845,3971,355N/A5,978N/A
6/30/201844,4971,261N/A5,517N/A
3/31/201843,5161,116N/A5,060N/A
12/31/201742,5291,089N/A4,635N/A
9/30/201741,4131,025N/A4,151N/A
6/30/201740,539984N/A4,863N/A
3/31/201739,2601,134N/A4,969N/A
12/31/201637,702996N/A5,724N/A
9/30/201636,160879N/A5,674N/A
6/30/201634,783834N/A4,994N/A
3/31/201633,479716N/A4,481N/A
12/31/201532,288981N/A3,736N/A
9/30/201531,221828N/A3,106N/A
6/30/201528,698902N/A2,928N/A
3/31/201526,140897N/A2,331N/A
12/31/201422,787685N/A2,343N/A

애널리스트 향후 성장 전망

수입 대 저축률: ALSEA * 의 연간 예상 수익 증가율(24.8%)이 saving rate(8.5%)보다 높습니다.

수익 vs 시장: ALSEA * 의 연간 수익(24.8%)이 MX 시장(11.7%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: ALSEA * 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.

수익 대 시장: ALSEA * 의 수익(연간 8%)이 MX 시장(연간 5.8%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 매출: ALSEA * 의 수익(연간 8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: ALSEA *의 자본 수익률은 3년 후 26.1%로 높을 것으로 예상됩니다.

성장 기업 찾아보기

7D

1Y

7D

1Y

7D

1Y

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2025/10/07 02:42
종가2025/10/06 00:00
수익2025/06/30
연간 수익2024/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 Github 페이지에서 확인할 수 있으며, 보고서 활용 방법에 대한 가이드와 Youtube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Alsea, S.A.B. de C.V.는 24명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.
Benjamin TheurerBarclays
Miguel Ulloa SuárezBBVA Corporate and Investment Bank