Narrative Update • Jun 11
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Mexican (IPC) Consumer Durables Industry Analysis
UpdatedJun 21, 2026
DataAggregated Company Financials
Companies4
- 7D2.1%
- 3M15.1%
- 1Y42.7%
- YTD25.1%
Over the last 7 days, the Consumer Durables industry has risen 2.9%, driven by gains from Vinte Viviendas Integrales. de of 3.2%. Meanwhile, Grupo Vasconia actually underperformed within the industry, shrinking 22% in the last week. This means that the industry has gained 37% over the past year. Earnings are forecast to grow by 8.0% annually.
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, 21 Jun 2026 | Mex$18.6b | Mex$32.2b | Mex$3.5b | 5.9x | 5.3x | 0.6x |
| Tue, 19 May 2026 | Mex$17.1b | Mex$32.2b | Mex$3.6b | 5.8x | 4.8x | 0.5x |
| Thu, 16 Apr 2026 | Mex$16.6b | Mex$31.4b | Mex$3.4b | 5.5x | 4.9x | 0.5x |
| Sat, 14 Mar 2026 | Mex$15.7b | Mex$31.4b | Mex$3.4b | 5x | 4.6x | 0.5x |
| Mon, 09 Feb 2026 | Mex$16.0b | Mex$25.4b | Mex$2.1b | 6.6x | 7.4x | 0.6x |
| Wed, 07 Jan 2026 | Mex$14.7b | Mex$25.4b | Mex$2.1b | 6x | 6.9x | 0.6x |
| Fri, 05 Dec 2025 | Mex$14.1b | Mex$25.4b | Mex$2.1b | 5.6x | 6.6x | 0.6x |
| Sun, 02 Nov 2025 | Mex$14.1b | Mex$28.0b | Mex$1.4b | 5.9x | 9.8x | 0.5x |
| Tue, 30 Sep 2025 | Mex$13.7b | Mex$24.5b | Mex$1.0b | 5.5x | 13.5x | 0.6x |
| Thu, 28 Aug 2025 | Mex$13.6b | Mex$24.5b | Mex$1.0b | 5.5x | 13.4x | 0.6x |
| Sat, 26 Jul 2025 | Mex$13.7b | Mex$24.5b | Mex$1.2b | 5.6x | 11.8x | 0.6x |
| Mon, 23 Jun 2025 | Mex$13.1b | Mex$21.9b | Mex$898.5m | 5.4x | 14.6x | 0.6x |
| Wed, 21 May 2025 | Mex$13.8b | Mex$21.9b | Mex$1.1b | 5.6x | 12.5x | 0.6x |
| Fri, 18 Apr 2025 | Mex$18.2b | Mex$29.1b | Mex$1.6b | 5.6x | 11.1x | 0.6x |
| Sun, 16 Mar 2025 | Mex$18.4b | Mex$29.4b | Mex$1.6b | 5.8x | 11.7x | 0.6x |
| Tue, 11 Feb 2025 | Mex$18.6b | Mex$28.6b | Mex$1.5b | 6.2x | 12.3x | 0.6x |
| Thu, 09 Jan 2025 | Mex$16.1b | Mex$28.6b | Mex$1.5b | 5.8x | 10.7x | 0.6x |
| Sat, 07 Dec 2024 | Mex$15.9b | Mex$28.6b | Mex$1.5b | 6x | 10.5x | 0.6x |
| Mon, 04 Nov 2024 | Mex$15.8b | Mex$28.6b | Mex$1.5b | 5.9x | 10.2x | 0.6x |
| Wed, 02 Oct 2024 | Mex$15.8b | Mex$28.3b | Mex$1.6b | 5.8x | 9.8x | 0.6x |
| Fri, 30 Aug 2024 | Mex$15.9b | Mex$28.3b | Mex$1.6b | 5.9x | 9.9x | 0.6x |
| Sun, 28 Jul 2024 | Mex$17.1b | Mex$28.5b | Mex$2.2b | 5.6x | 7.8x | 0.6x |
| Tue, 25 Jun 2024 | Mex$17.5b | Mex$28.3b | Mex$2.1b | 5.8x | 8.4x | 0.6x |
| Thu, 23 May 2024 | Mex$18.0b | Mex$28.2b | Mex$1.6b | 6.4x | 11.6x | 0.6x |
| Sat, 20 Apr 2024 | Mex$16.0b | Mex$29.1b | Mex$1.6b | 6.1x | 9.9x | 0.5x |
| Mon, 18 Mar 2024 | Mex$16.2b | Mex$29.1b | Mex$1.6b | 6.1x | 10x | 0.6x |
| Wed, 14 Feb 2024 | Mex$16.4b | Mex$29.2b | Mex$1.7b | 6.2x | 9.4x | 0.6x |
| Fri, 12 Jan 2024 | Mex$16.0b | Mex$29.5b | Mex$1.6b | 6.1x | 9.7x | 0.5x |
| Sun, 10 Dec 2023 | Mex$15.6b | Mex$29.5b | Mex$1.6b | 5.4x | 9.5x | 0.5x |
| Tue, 07 Nov 2023 | Mex$15.9b | Mex$29.5b | Mex$1.6b | 5.7x | 9.6x | 0.5x |
| Thu, 05 Oct 2023 | Mex$16.5b | Mex$29.6b | Mex$1.4b | 6.3x | 11.6x | 0.6x |
| Sat, 02 Sep 2023 | Mex$16.7b | Mex$29.6b | Mex$1.4b | 6.7x | 11.8x | 0.6x |
| Mon, 31 Jul 2023 | Mex$17.4b | Mex$29.7b | Mex$1.5b | 7.3x | 11.6x | 0.6x |
| Wed, 28 Jun 2023 | Mex$17.1b | Mex$28.1b | Mex$844.4m | 11.2x | 20.3x | 0.6x |
Price to Earnings Ratio
20.3x
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 5.2x which is lower than its 3-year average PE of 10.4x.
- The industry is trading close to its 3-year average PS ratio of 0.58x.
Past Earnings Growth
- The earnings for companies in the Consumer Durables industry have grown 61% per year over the last three years.
- Revenues for these companies have grown 4.7% 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 industry?
| MX Market | -0.52% | |
| Consumer Discretionary | -1.12% | |
| Consumer Durables | 2.14% | |
| Homebuilding | 2.18% | |
| Housewares and Specialties | -15.85% | |
Industry PE
- Investors are most optimistic about the Homebuilding industry even though it's trading below its 3-year average PE ratio of 8.1x.
- Analysts are expecting annual earnings growth of 8.0%, which is lower than the prior year's growth of 120.5% per year.
- Investors are most pessimistic about the Housewares and Specialties industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average.
Forecasted Growth
- Analysts are most optimistic on the Homebuilding industry, expecting annual earnings growth of 8.0% over the next 5 years.
- In contrast, the Homebuilding industry is expected to see its earnings grow by 8.0% 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 | |
|---|---|---|---|---|---|
| VINTE * Vinte Viviendas Integrales. de | Mex$37.00 | 3.2% +Mex$319.6m | 26.6% | PE7x | |
| ARA * Consorcio ARA S. A. B. de C. V | Mex$4.88 | 3.4% +Mex$194.3m | 52.5% | PE6.4x | |
| CADU A Corpovael. de | Mex$7.89 | 1.2% +Mex$27.3m | 146.6% | PE5.5x |