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Mexican (IPC) Consumer Discretionary Sector Analysis

UpdatedDec 08, 2022
DataAggregated Company Financials
Companies19
  • 7D3.1%
  • 3M14.8%
  • 1Y13.5%
  • YTD10.5%

In the last week, the Consumer Discretionary industry is up 2.6%, with El Puerto de Liverpool. de up 4.6%. In the last 12 months, the industry was up 12%. Looking forward, earnings are forecast to grow by 14% annually.

Sector Valuation and Performance

Has the Mexican Consumer Discretionary Sector valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Dec 2022Mex$349.1bMex$508.9bMex$27.3b16.3x12.8x0.7x
Sat, 05 Nov 2022Mex$331.2bMex$508.7bMex$27.3b15.7x12.1x0.7x
Mon, 03 Oct 2022Mex$309.8bMex$484.9bMex$24.6b16.9x12.6x0.6x
Wed, 31 Aug 2022Mex$313.6bMex$484.9bMex$24.6b16.9x12.8x0.6x
Fri, 29 Jul 2022Mex$320.8bMex$469.4bMex$22.2b18.3x14.4x0.7x
Sun, 26 Jun 2022Mex$289.7bMex$417.8bMex$20.7b18.8x14x0.7x
Tue, 24 May 2022Mex$322.8bMex$454.8bMex$22.4b15.1x14.4x0.7x
Thu, 21 Apr 2022Mex$327.9bMex$433.5bMex$17.9b19.6x18.3x0.8x
Sat, 19 Mar 2022Mex$332.4bMex$441.3bMex$18.0b18.9x18.5x0.8x
Mon, 14 Feb 2022Mex$311.9bMex$409.7bMex$13.8b16.2x22.6x0.8x
Wed, 12 Jan 2022Mex$304.6bMex$406.4bMex$12.8b17x23.9x0.7x
Fri, 10 Dec 2021Mex$299.9bMex$407.0bMex$12.8b17x23.5x0.7x
Sun, 07 Nov 2021Mex$311.9bMex$476.4bMex$2.0b17.6x158.7x0.7x
Tue, 05 Oct 2021Mex$311.3bMex$458.7bMex$9.1b15.2x34.3x0.7x
Thu, 02 Sep 2021Mex$306.4bMex$392.1bMex$10.0b16.1x30.7x0.8x
Sat, 31 Jul 2021Mex$298.3bMex$392.1bMex$10.0b16.2x29.9x0.8x
Tue, 04 May 2021Mex$271.2bMex$330.7b-Mex$7,071,618,368.0026.6x-38.4x0.8x
Fri, 05 Feb 2021Mex$244.7bMex$331.9b-Mex$7,952,711,366.4021.8x-30.8x0.7x
Mon, 09 Nov 2020Mex$227.3bMex$342.2b-Mex$3,488,387,399.6443.1x-65.2x0.7x
Sun, 02 Aug 2020Mex$222.6bMex$359.5bMex$392.7m16.2x566.9x0.6x
Wed, 06 May 2020Mex$254.1bMex$444.2bMex$17.2b11.5x14.7x0.6x
Sat, 08 Feb 2020Mex$355.7bMex$450.4bMex$22.9b11.3x15.5x0.8x
Price to Earnings Ratio

16.1x


Total Market Cap: Mex$367.7bTotal Earnings: Mex$22.9bTotal Revenue: Mex$450.4bTotal Market Cap vs Earnings and Revenue0%0%0%
Mexican Consumer Discretionary Sector Price to Earnings3Y Average 51.4x20212022
Current Industry PE
  • Investors are pessimistic on the Mexican Consumer Discretionary industry, indicating that they anticipate long term growth rates will be lower than they have historically.
  • The industry is trading at a PE ratio of 12.8x which is lower than its 3-year average PE of 51.4x.
  • The industry is trading close to its 3-year average PS ratio of 0.71x.
Past Earnings Growth
  • The earnings for companies in the Consumer Discretionary industry have grown 6.0% per year over the last three years.
  • Revenues for these companies have grown 4.2% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Mexican Consumer Discretionary sector?

MX Market-1.11%
Consumer Discretionary3.11%
General Merchanise and Department Stores4.55%
Consumer Durables1.33%
Hospitality0.89%
Auto0%
Leisure0%
Luxury0%
Consumer Services0%
Retail Distributors0%
Online Retail and Ecommerce0%
Specialty Stores0%
Auto Components-1.28%
Industry PE
  • Investors are most optimistic about the Auto Components industry which is trading above its 3-year average PE ratio of 8.1x.
    • Analysts are expecting annual earnings growth of 35.6%, which is higher than its past year's earnings decline of 59.9% per year.
  • Investors are most pessimistic about the General Merchanise and Department Stores industry, which is trading below its 3-year average of 15.7x.
Forecasted Growth
  • Analysts are most optimistic on the Auto Components industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings decline of 60% per year.
  • In contrast, the General Merchanise and Department Stores industry is expected to see its earnings grow by 7.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
LIVEPOL C-1 El Puerto de Liverpool. deMex$117.644.6%
+Mex$7.0b
32.3%PE9.5x
GSANBOR B-1 Grupo Sanborns. deMex$25.605.9%
+Mex$3.2b
2.4%PE15.7x
HCITY * Hoteles City Express. deMex$7.9917.2%
+Mex$482.4m
45.0%PS1.1x
ALSEA * Alsea. deMex$38.730.7%
+Mex$213.2m
0.3%PE16.8x
HOTEL * Grupo Hotelero Santa Fe. deMex$4.605.3%
+Mex$164.7m
0%PE13.7x
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Latest News

RLH A

Mex$17.00

RLH Properties. de

7D

-1.4%

1Y

12.6%

CIDMEGA *

Mex$35.88

Grupe. de

7D

-0.3%

1Y

n/a

ARA *

Mex$3.23

Consorcio ARA S. A. B. de C. V

7D

2.5%

1Y

-26.4%

HOTEL *

Mex$4.60

Grupo Hotelero Santa Fe. de

7D

5.3%

1Y

0%

HCITY *

Mex$7.99

Hoteles City Express. de

7D

17.2%

1Y

45.0%

CMR B

Mex$2.30

CMR. de

7D

7.5%

1Y

53.3%

GFAMSA A

Mex$0.63

Grupo Famsa. de

7D

-14.0%

1Y

58.2%

ALSEA *

Mex$38.73

Alsea. de

7D

0.7%

1Y

0.3%

VASCONI *

Mex$13.80

Grupo Vasconia

7D

10.4%

1Y

-44.8%

NEMAK A

Mex$5.63

Nemak S. A. B. de C. V

7D

-2.1%

1Y

-8.5%

LIVEPOL C-1

Mex$117.64

El Puerto de Liverpool. de

7D

4.6%

1Y

32.3%

GSANBOR B-1

Mex$25.60

Grupo Sanborns. de

7D

5.9%

1Y

2.4%

URBI *

Mex$6.50

Urbi Desarrollos Urbanos. de

7D

-5.8%

1Y

-23.1%