Mexican (IPC) Consumer Durables Industry Analysis
UpdatedNov 26, 2022
DataAggregated Company Financials
Companies7
- 7D0.3%
- 3M-10.5%
- 1Y-15.2%
- YTD-12.8%
The Consumer Durables industry has stayed flat over the last week. Unfortunately though, the industry is down 15% over the past 12 months. As for the next few years, earnings are expected to grow by 12% per annum.
Industry Valuation and Performance
Has the Mexican Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 27 Nov 2022 | Mex$17.4b | Mex$28.4b | Mex$904.1m | 12x | 19.2x | 0.6x |
| Tue, 25 Oct 2022 | Mex$17.5b | Mex$28.3b | Mex$1.2b | 13.7x | 14.2x | 0.6x |
| Thu, 22 Sep 2022 | Mex$17.7b | Mex$28.2b | Mex$1.2b | 14.1x | 14.4x | 0.6x |
| Sat, 20 Aug 2022 | Mex$19.0b | Mex$28.2b | Mex$1.2b | 15.4x | 15.5x | 0.7x |
| Mon, 18 Jul 2022 | Mex$18.6b | Mex$27.6b | Mex$1.5b | 14.9x | 12.1x | 0.7x |
| Wed, 15 Jun 2022 | Mex$14.3b | Mex$20.0b | Mex$1.4b | 9.9x | 10.4x | 0.7x |
| Fri, 13 May 2022 | Mex$14.4b | Mex$20.0b | Mex$1.4b | 13x | 10.4x | 0.7x |
| Sun, 10 Apr 2022 | Mex$14.8b | Mex$19.9b | Mex$1.4b | 9.2x | 10.9x | 0.7x |
| Tue, 08 Mar 2022 | Mex$18.2b | Mex$26.5b | Mex$1.3b | 11.1x | 13.6x | 0.7x |
| Thu, 03 Feb 2022 | Mex$19.0b | Mex$26.2b | Mex$1.4b | 9.3x | 13.5x | 0.7x |
| Sat, 01 Jan 2022 | Mex$19.7b | Mex$26.2b | Mex$1.4b | 10.7x | 14x | 0.8x |
| Mon, 29 Nov 2021 | Mex$19.5b | Mex$26.2b | Mex$373.4m | 9.9x | 52.3x | 0.7x |
| Wed, 27 Oct 2021 | Mex$20.1b | Mex$25.7b | Mex$243.1m | 12.5x | 82.7x | 0.8x |
| Fri, 24 Sep 2021 | Mex$20.0b | Mex$25.8b | Mex$234.8m | 13.9x | 85.1x | 0.8x |
| Sun, 22 Aug 2021 | Mex$20.7b | Mex$26.1b | Mex$233.7m | 13.9x | 88.6x | 0.8x |
| Fri, 09 Jul 2021 | Mex$20.4b | Mex$26.1b | Mex$233.7m | 12.8x | 87.5x | 0.8x |
| Thu, 01 Apr 2021 | Mex$19.9b | Mex$24.5b | -Mex$23,914,032.00 | 18.7x | -831.7x | 0.8x |
| Sun, 03 Jan 2021 | Mex$19.5b | Mex$23.6b | -Mex$62,378,032.00 | 18.7x | -312.8x | 0.8x |
| Wed, 07 Oct 2020 | Mex$18.3b | Mex$23.1b | -Mex$1,359,845,427.00 | 46.2x | -13.5x | 0.8x |
| Tue, 30 Jun 2020 | Mex$18.0b | Mex$24.2b | -Mex$142,656,427.00 | 10.8x | -125.9x | 0.7x |
| Fri, 03 Apr 2020 | Mex$19.0b | Mex$26.2b | Mex$239.0m | 9.4x | 79.5x | 0.7x |
| Mon, 06 Jan 2020 | Mex$20.5b | Mex$26.9b | Mex$363.9m | 10.9x | 56.3x | 0.8x |
Price to Earnings Ratio
11.5x
Current Industry PE
- Investors are pessimistic on the Mexican Consumer Durables 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 19.2x which is higher than its 3-year average PE of -81.3x.
- The industry is trading close to its 3-year average PS ratio of 0.74x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have declined 20% per year over the last three years.
- Meanwhile revenues have remained mostly flat.
- This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.
Industry Trends
Which industries have driven the changes within the Mexican Consumer Discretionary industry?
| MX Market | 0.28% | |
| Consumer Discretionary | 0.87% | |
| Consumer Durables | 0.29% | |
| Homebuilding | 0.37% | |
| Consumer Electronics | 0% | |
| Home Furnishings | 0% | |
| Household Appliances | 0% | |
| Housewares and Specialties | -0.90% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 51.5x.
- Analysts are expecting annual earnings growth of 12.3%, which is higher than its past year's earnings decline of 4.2% per year.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 12% over the next 5 years.
- This is better than its past earnings decline of 4.2% per year.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 12% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| ARA * Consorcio ARA S. A. B. de C. V | Mex$3.21 | 0.9% +Mex$37.1m | -25.2% | PE6.8x | |
| CADU A Corpovael. de | Mex$2.48 | 3.8% +Mex$28.7m | -15.9% | PS0.3x |