Alsea. de 과거 순이익 실적
과거 기준 점검 5/6
Alsea. de은 연평균 28.8%의 비율로 수입이 증가해 온 반면, Hospitality 산업은 수입이 27% 증가했습니다. 매출은 연평균 12.4%의 비율로 증가했습니다. Alsea. de의 자기자본이익률은 25.3%이고 순이익률은 2.7%입니다.
핵심 정보
28.78%
순이익 성장률
29.87%
주당순이익(EPS) 성장률
| Hospitality 산업 성장률 | 21.29% |
| 매출 성장률 | 12.39% |
| 자기자본이익률 | 25.27% |
| 순이익률 | 2.65% |
| 최근 순이익 업데이트 | 31 Mar 2026 |
최근 과거 실적 업데이트
Recent updates
내러티브 업데이트 • May 14
ALSEA *: Higher Future P/E And Dividend Outlook Will Support Upside
Analysts have lifted their MX$ price target for Alsea, S.A.B. de C.V. from MX$64.14 to MX$69.32, citing updated assumptions that include slightly lower revenue growth expectations, a modestly higher projected profit margin, and a higher future P/E multiple. What's in the News Alsea, S.A.B. de C.V. announced an annual dividend of MXN 1.0000 per share, payable on May 7, 2026, with an ex-dividend date and record date of May 6, 2026 (company announcement).
내러티브 업데이트 • Apr 21
ALSEA *: Investor Day Update Will Shape Margins While Supporting Steady Outlook
Analysts have slightly adjusted their price target on Alsea, decreasing it to MX$56.51 from MX$56.56, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, providing an update directly to the investment community on the business and outlook for the company (Key Developments).내러티브 업데이트 • Apr 07
ALSEA *: Investor Day Assumptions Will Support Steady Outlook And Fair Value
Analysts have kept their MX$56.56 price target on Alsea.de essentially unchanged, citing only minor tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. What's in the News Alsea, S.A.B. de C.V. held an Analyst and Investor Day, providing the market with a formal update on its business and outlook assumptions (Key Developments).내러티브 업데이트 • Mar 24
ALSEA *: Updated Day Insights And Assumption Shifts Will Support Fair Value
Analysts have lifted their MX$ fair value estimate for Alsea de from MX$55.00 to about MX$56.56. This reflects updated assumptions that include a slightly higher discount rate, a lower revenue growth outlook, a modestly higher profit margin and a small upward adjustment to the future P/E multiple.
내러티브 업데이트 • Mar 10
ALSEA *: Updated Capital Allocation Outlook Will Support Higher Earnings Multiple
Analysts have raised their MX$75.00 fair value estimate for Alsea to MX$80.00, reflecting updated assumptions regarding revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, giving the market an updated look at its business outlook and capital allocation priorities (Key Developments).내러티브 업데이트 • Feb 23
ALSEA *: Lower Discount Rate Will Still Leave Shares Looking Stretched
Analysts have increased their price target for Alsea from MX$52.00 to MX$55.00, citing updated assumptions for the discount rate, revenue growth, profit margin and forward P/E that modestly adjust their view of the stock’s fair value. Valuation Changes Fair Value: MX$52.00 to MX$55.00, a modest upward adjustment in the calculated share value.내러티브 업데이트 • Feb 09
ALSEA *: Lower Discount Rate And Firmer Margins Will Support Upside Potential
Analysts have nudged their price target for Alsea de higher to MX$64.14 from MX$63.68, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Updated slightly from MX$63.68 to MX$64.14 per share.내러티브 업데이트 • Jan 26
ALSEA *: Fair Value View Will Rely On Margins And Risk Profile
Analysts have nudged their price target for Alsea higher to €52.00, reflecting updated assumptions for slightly lower discount rates, modestly stronger revenue growth, a small uplift in profit margins, and a somewhat lower future P/E multiple. Valuation Changes Fair Value: The fair value estimate is unchanged at €52.00 per share.분석 기사 • Jan 18
Returns Are Gaining Momentum At Alsea. de (BMV:ALSEA)
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...내러티브 업데이트 • Jan 11
ALSEA *: Lower Discount Rate And Higher Margins Will Support Upside Potential
The analyst price target for Alsea.de has shifted from €62.00 to about €63.68, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the new level. Valuation Changes Fair Value: updated from €62.00 to about €63.68, a slight upward move in the modelled estimate.내러티브 업데이트 • Dec 14
ALSEA * Margins And Risk Reward Profile Are Expected To Improve
Analysts have raised their price target on Alsea to approximately €52.00 from about €47.80, citing slightly faster projected revenue growth, improved profit margins, and a lower expected future P/E multiple that enhances the stock's risk reward profile. Valuation Changes Fair Value: raised modestly from €47.80 to €52.00, reflecting a slightly more optimistic outlook on intrinsic value.분석 기사 • Nov 13
What You Can Learn From Alsea, S.A.B. de C.V.'s (BMV:ALSEA) P/E
When close to half the companies in Mexico have price-to-earnings ratios (or "P/E's") below 11x, you may consider...분석 기사 • Oct 24
Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...내러티브 업데이트 • Sep 11
Digital Orders And Remodelings Will Unlock Urban Opportunity
With both future P/E and revenue growth forecasts nearly unchanged, Alsea. de's consensus analyst price target was only slightly raised from MX$61.00 to MX$62.00, reflecting stable valuation expectations.분석 기사 • Aug 26
The Return Trends At Alsea. de (BMV:ALSEA) Look Promising
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...분석 기사 • Jul 29
There May Be Some Bright Spots In Alsea. de's (BMV:ALSEA) Earnings
Alsea, S.A.B. de C.V.'s ( BMV:ALSEA ) recent soft profit numbers didn't appear to worry shareholders, as the stock...분석 기사 • Jun 14
A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)
Key Insights Using the 2 Stage Free Cash Flow to Equity, Alsea. de fair value estimate is Mex$58.76 Current share price...분석 기사 • Apr 16
Alsea. de (BMV:ALSEA) Has Debt But No Earnings; Should You Worry?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...분석 기사 • Feb 19
Is Now The Time To Look At Buying Alsea, S.A.B. de C.V. (BMV:ALSEA)?
While Alsea, S.A.B. de C.V. ( BMV:ALSEA ) might not have the largest market cap around , it saw a significant share...
새로운 내러티브 • Feb 18
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.분석 기사 • Jan 17
Sentiment Still Eluding Alsea, S.A.B. de C.V. (BMV:ALSEA)
With a median price-to-earnings (or "P/E") ratio of close to 11x in Mexico, you could be forgiven for feeling...분석 기사 • Dec 14
If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Dec 02
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)
Key Insights Alsea. de's estimated fair value is Mex$46.25 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Nov 12
Alsea. de's (BMV:ALSEA) Returns On Capital Are Heading Higher
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...분석 기사 • Oct 31
Shareholders Can Be Confident That Alsea. de's (BMV:ALSEA) Earnings Are High Quality
Even though Alsea, S.A.B. de C.V. ( BMV:ALSEA ) posted strong earnings, investors appeared to be underwhelmed. We have...분석 기사 • Oct 25
Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models
Last week, you might have seen that Alsea, S.A.B. de C.V. ( BMV:ALSEA ) released its third-quarter result to the...분석 기사 • Oct 15
Why Alsea, S.A.B. de C.V. (BMV:ALSEA) Could Be Worth Watching
Alsea, S.A.B. de C.V. ( BMV:ALSEA ), might not be a large cap stock, but it saw significant share price movement during...분석 기사 • Sep 28
Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...분석 기사 • Sep 01
A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)
Key Insights The projected fair value for Alsea. de is Mex$53.02 based on 2 Stage Free Cash Flow to Equity Alsea. de's...분석 기사 • Jul 26
Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year
Alsea, S.A.B. de C.V. ( BMV:ALSEA ) shareholders are probably feeling a little disappointed, since its shares fell 8.5...분석 기사 • Jul 04
Investors Appear Satisfied With Alsea, S.A.B. de C.V.'s (BMV:ALSEA) Prospects
With a price-to-earnings (or "P/E") ratio of 21.9x Alsea, S.A.B. de C.V. ( BMV:ALSEA ) may be sending very bearish...분석 기사 • Jun 04
Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • May 07
A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)
Key Insights The projected fair value for Alsea. de is Mex$64.85 based on 2 Stage Free Cash Flow to Equity Alsea. de's...분석 기사 • Apr 23
Is Now An Opportune Moment To Examine Alsea, S.A.B. de C.V. (BMV:ALSEA)?
Alsea, S.A.B. de C.V. ( BMV:ALSEA ), is not the largest company out there, but it saw a significant share price rise of...분석 기사 • Mar 27
Earnings Not Telling The Story For Alsea, S.A.B. de C.V. (BMV:ALSEA) After Shares Rise 26%
The Alsea, S.A.B. de C.V. ( BMV:ALSEA ) share price has done very well over the last month, posting an excellent gain...분석 기사 • Mar 16
There's Been No Shortage Of Growth Recently For Alsea. de's (BMV:ALSEA) Returns On Capital
There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...분석 기사 • Feb 01
Here's Why We Think Alsea. de (BMV:ALSEA) Might Deserve Your Attention Today
The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...분석 기사 • Jan 19
With Alsea, S.A.B. de C.V. (BMV:ALSEA) It Looks Like You'll Get What You Pay For
With a price-to-earnings (or "P/E") ratio of 24.5x Alsea, S.A.B. de C.V. ( BMV:ALSEA ) may be sending very bearish...분석 기사 • Dec 08
Alsea. de's (BMV:ALSEA) Returns Have Hit A Wall
What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...분석 기사 • Oct 27
Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...분석 기사 • Oct 13
Is There Now An Opportunity In Alsea, S.A.B. de C.V. (BMV:ALSEA)?
Alsea, S.A.B. de C.V. ( BMV:ALSEA ), might not be a large cap stock, but it saw a decent share price growth in the...분석 기사 • Sep 20
If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity
It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...분석 기사 • Aug 22
Return Trends At Alsea. de (BMV:ALSEA) Aren't Appealing
What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...분석 기사 • Jun 26
Is Alsea. de (BMV:ALSEA) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...분석 기사 • Jun 09
Should You Think About Buying Alsea, S.A.B. de C.V. (BMV:ALSEA) Now?
While Alsea, S.A.B. de C.V. ( BMV:ALSEA ) might not be the most widely known stock at the moment, it received a lot of...분석 기사 • May 15
Returns At Alsea. de (BMV:ALSEA) Appear To Be Weighed Down
There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...분석 기사 • 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 ), is not the largest company out there, but it saw a decent share price growth in...분석 기사 • Jan 24
Alsea, S.A.B. de C.V. (BMV:ALSEA) Shares Could Be 30% Above Their Intrinsic Value Estimate
Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Alsea, S.A.B. de C.V...매출 및 비용 세부 내역
매출 및 비용 세부 내역
Alsea. de가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.
순이익 및 매출 추이
| 날짜 | 매출 | 순이익 | 일반관리비 | 연구개발비 |
|---|---|---|---|---|
| 31 Mar 26 | 85,426 | 2,267 | 6,812 | 0 |
| 31 Dec 25 | 85,356 | 2,403 | 7,111 | 0 |
| 30 Sep 25 | 83,797 | 2,047 | 9,550 | 0 |
| 30 Jun 25 | 83,393 | 1,693 | 9,492 | 0 |
| 31 Mar 25 | 81,173 | 701 | 8,420 | 0 |
| 31 Dec 24 | 79,342 | 880 | 7,051 | 0 |
| 30 Sep 24 | 76,881 | 2,034 | 8,645 | 0 |
| 30 Jun 24 | 75,609 | 2,517 | 7,397 | 0 |
| 31 Mar 24 | 76,768 | 2,849 | 6,781 | 0 |
| 31 Dec 23 | 75,192 | 2,977 | 7,641 | 0 |
| 30 Sep 23 | 75,230 | 2,160 | 10,004 | 0 |
| 30 Jun 23 | 73,278 | 1,982 | 9,114 | 0 |
| 31 Mar 23 | 71,269 | 1,750 | 7,989 | 0 |
| 31 Dec 22 | 67,244 | 1,687 | 6,645 | 0 |
| 30 Sep 22 | 66,418 | 1,889 | 11,086 | 0 |
| 30 Jun 22 | 62,858 | 1,745 | 9,286 | 0 |
| 31 Mar 22 | 58,396 | 1,673 | 7,148 | 0 |
| 31 Dec 21 | 53,379 | 734 | 4,778 | 0 |
| 30 Sep 21 | 47,944 | 116 | 5,757 | 0 |
| 30 Jun 21 | 43,882 | -533 | 4,253 | 0 |
| 31 Mar 21 | 36,602 | -3,268 | 3,308 | 0 |
| 31 Dec 20 | 38,495 | -3,236 | 4,397 | 0 |
| 30 Sep 20 | 42,591 | -2,896 | 2,671 | 0 |
| 30 Jun 20 | 47,186 | -2,229 | 4,740 | 0 |
| 31 Mar 20 | 56,569 | 540 | -928 | 0 |
| 31 Dec 19 | 58,155 | 927 | 5,847 | 0 |
| 30 Sep 19 | 55,137 | 721 | 1,788 | 0 |
| 30 Jun 19 | 52,022 | 830 | -118 | 0 |
| 31 Mar 19 | 48,767 | 861 | 1,685 | 0 |
| 31 Dec 18 | 46,157 | 953 | 4,030 | 0 |
| 30 Sep 18 | 45,397 | 1,355 | 1,850 | 0 |
| 30 Jun 18 | 44,497 | 1,261 | 1,418 | 0 |
| 31 Mar 18 | 43,516 | 1,116 | 728 | 0 |
| 31 Dec 17 | 42,529 | 1,089 | 0 | 0 |
| 30 Sep 17 | 41,413 | 1,025 | 2,631 | 0 |
| 30 Jun 17 | 40,539 | 984 | 1,875 | 0 |
| 31 Mar 17 | 39,260 | 1,134 | 1,047 | 0 |
| 31 Dec 16 | 37,702 | 996 | 0 | 0 |
| 30 Sep 16 | 36,160 | 879 | 2,359 | 0 |
| 30 Jun 16 | 34,783 | 834 | 1,502 | 0 |
| 31 Mar 16 | 33,479 | 716 | 681 | 0 |
| 31 Dec 15 | 32,288 | 981 | 0 | 0 |
| 30 Sep 15 | 31,221 | 828 | 5,135 | 0 |
| 30 Jun 15 | 28,698 | 902 | 3,653 | 0 |
양질의 수익: ALSEA *는 고품질 수익을 보유하고 있습니다.
이익 마진 증가: ALSEA *의 현재 순 이익률 (2.7%)은 지난해 (0.9%)보다 높습니다.
잉여현금흐름 대비 순이익 분석
과거 순이익 성장 분석
수익추이: ALSEA *는 지난 5년 동안 흑자전환하며 연평균 28.8%의 수익 성장을 기록했습니다.
성장 가속화: 지난 1년간 ALSEA * 의 수익 증가율(223.2%)은 연간 평균(28.8%)을 초과합니다.
수익 대 산업: ALSEA *의 지난 1년 수익 증가율(223.2%)은 Hospitality 업계의 -48.2%를 상회했습니다.
자기자본이익률
높은 ROE: ALSEA *의 자본 수익률(25.27%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.
총자산이익률
투하자본수익률
우수한 과거 실적 기업을 찾아보세요
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/05/22 00:51 |
| 종가 | 2026/05/22 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
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.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 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 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 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 21명의 분석가가 다루고 있습니다. 이 중 11명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| Antonio Hernandez Velez Leija | Actinver Case de Bolsa, S.A. de C.V. |
| Benjamin Theurer | Barclays |
| Benjamin Theurer | Barclays |