Narrative Update • Apr 27

Last week, the Consumer Durables industry hasn't moved much but Grupo Vasconia is up 6.8% in that time. The past year has been better, since the industry has gained 24% in that time. Earnings are forecast to grow by 8.2% annually.
Has the Mexican Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 18 May 2026 | Mex$17.1b | Mex$32.1b | Mex$3.6b | 5.9x | 4.8x | 0.5x |
| Wed, 15 Apr 2026 | Mex$16.7b | Mex$31.4b | Mex$3.4b | 5.5x | 4.9x | 0.5x |
| Fri, 13 Mar 2026 | Mex$15.8b | Mex$31.4b | Mex$3.4b | 5x | 4.7x | 0.5x |
| Sun, 08 Feb 2026 | Mex$16.0b | Mex$25.4b | Mex$2.1b | 6.6x | 7.4x | 0.6x |
| Tue, 06 Jan 2026 | Mex$14.7b | Mex$25.4b | Mex$2.1b | 5.9x | 6.9x | 0.6x |
| Thu, 04 Dec 2025 | Mex$14.0b | Mex$25.4b | Mex$2.1b | 5.8x | 6.5x | 0.5x |
| Sat, 01 Nov 2025 | Mex$14.1b | Mex$28.0b | Mex$1.4b | 5.9x | 9.8x | 0.5x |
| Mon, 29 Sep 2025 | Mex$13.7b | Mex$24.5b | Mex$1.0b | 5.5x | 13.5x | 0.6x |
| Wed, 27 Aug 2025 | Mex$13.6b | Mex$24.5b | Mex$1.0b | 5.5x | 13.4x | 0.6x |
| Fri, 25 Jul 2025 | Mex$13.7b | Mex$24.4b | Mex$1.1b | 5.5x | 12.2x | 0.6x |
| Sun, 22 Jun 2025 | Mex$13.1b | Mex$21.9b | Mex$898.5m | 5.4x | 14.6x | 0.6x |
| Tue, 20 May 2025 | Mex$14.0b | Mex$21.9b | Mex$1.1b | 5.5x | 12.7x | 0.6x |
| Thu, 17 Apr 2025 | Mex$18.4b | Mex$29.1b | Mex$1.6b | 5.6x | 11.1x | 0.6x |
| Sat, 15 Mar 2025 | Mex$18.4b | Mex$29.4b | Mex$1.6b | 5.8x | 11.7x | 0.6x |
| Mon, 10 Feb 2025 | Mex$18.6b | Mex$28.6b | Mex$1.5b | 6.2x | 12.3x | 0.6x |
| Wed, 08 Jan 2025 | Mex$16.2b | Mex$28.6b | Mex$1.5b | 5.8x | 10.7x | 0.6x |
| Fri, 06 Dec 2024 | Mex$16.0b | Mex$28.6b | Mex$1.5b | 5.9x | 10.6x | 0.6x |
| Sun, 03 Nov 2024 | Mex$15.8b | Mex$28.6b | Mex$1.5b | 5.9x | 10.2x | 0.6x |
| Tue, 01 Oct 2024 | Mex$15.8b | Mex$28.3b | Mex$1.6b | 5.8x | 9.8x | 0.6x |
| Thu, 29 Aug 2024 | Mex$15.9b | Mex$28.3b | Mex$1.6b | 5.8x | 9.9x | 0.6x |
| Sat, 27 Jul 2024 | Mex$17.1b | Mex$28.6b | Mex$2.2b | 5.6x | 7.9x | 0.6x |
| Mon, 24 Jun 2024 | Mex$17.5b | Mex$28.3b | Mex$2.1b | 5.9x | 8.4x | 0.6x |
| Wed, 22 May 2024 | Mex$17.8b | Mex$28.2b | Mex$1.6b | 6.2x | 11.5x | 0.6x |
| Fri, 19 Apr 2024 | Mex$16.0b | Mex$29.1b | Mex$1.6b | 6.1x | 9.9x | 0.5x |
| Sun, 17 Mar 2024 | Mex$16.2b | Mex$29.1b | Mex$1.6b | 6.1x | 10x | 0.6x |
| Tue, 13 Feb 2024 | Mex$16.4b | Mex$29.2b | Mex$1.7b | 6.2x | 9.4x | 0.6x |
| Thu, 11 Jan 2024 | Mex$16.0b | Mex$29.5b | Mex$1.6b | 6x | 9.7x | 0.5x |
| Sat, 09 Dec 2023 | Mex$15.6b | Mex$29.5b | Mex$1.6b | 5.4x | 9.5x | 0.5x |
| Mon, 06 Nov 2023 | Mex$15.9b | Mex$29.5b | Mex$1.6b | 5.8x | 9.6x | 0.5x |
| Wed, 04 Oct 2023 | Mex$16.5b | Mex$29.6b | Mex$1.4b | 6.3x | 11.6x | 0.6x |
| Fri, 01 Sep 2023 | Mex$16.8b | Mex$29.6b | Mex$1.4b | 6.8x | 11.8x | 0.6x |
| Sun, 30 Jul 2023 | Mex$17.4b | Mex$29.7b | Mex$1.5b | 7.3x | 11.9x | 0.6x |
| Tue, 27 Jun 2023 | Mex$17.1b | Mex$28.1b | Mex$844.4m | 11.2x | 20.2x | 0.6x |
| Thu, 25 May 2023 | Mex$17.4b | Mex$28.1b | Mex$844.4m | 11.2x | 20.6x | 0.6x |
20.6x
Which industries have driven the changes within the Mexican Consumer Discretionary industry?
| MX Market | -2.07% | |
| Consumer Discretionary | -1.16% | |
| Consumer Durables | -0.74% | |
| Housewares and Specialties | 7.48% | |
| Homebuilding | -0.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VASCONI * Grupo Vasconia | Mex$0.79 | 7.5% +Mex$5.3m | 97.5% | PE0.1x |