Narrative Update • Apr 27

In the last week, Consumer Durables has been flat. The past year has been better, since the industry has gained 25% in that time. Looking forward, earnings are forecast to grow by 7.8% annually.
Has the Mexican Consumer Durables Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Thu, 21 May 2026 | Mex$17.2b | Mex$32.2b | Mex$3.6b | 5.8x | 4.8x | 0.5x |
| Sat, 18 Apr 2026 | Mex$16.9b | Mex$31.4b | Mex$3.4b | 5.7x | 5x | 0.5x |
| Mon, 16 Mar 2026 | Mex$15.7b | Mex$31.4b | Mex$3.4b | 5x | 4.6x | 0.5x |
| Wed, 11 Feb 2026 | Mex$16.0b | Mex$25.4b | Mex$2.1b | 6.7x | 7.5x | 0.6x |
| Fri, 09 Jan 2026 | Mex$15.3b | Mex$25.4b | Mex$2.1b | 6.1x | 7.1x | 0.6x |
| Sun, 07 Dec 2025 | Mex$14.2b | Mex$25.4b | Mex$2.1b | 5.8x | 6.6x | 0.6x |
| Tue, 04 Nov 2025 | Mex$14.1b | Mex$27.8b | Mex$1.4b | 5.9x | 10x | 0.5x |
| Thu, 02 Oct 2025 | Mex$13.7b | Mex$24.5b | Mex$1.0b | 5.5x | 13.5x | 0.6x |
| Sat, 30 Aug 2025 | Mex$13.5b | Mex$24.5b | Mex$1.0b | 5.6x | 13.4x | 0.6x |
| Mon, 28 Jul 2025 | Mex$13.6b | Mex$24.5b | Mex$1.2b | 5.6x | 11.8x | 0.6x |
| Wed, 25 Jun 2025 | Mex$13.7b | Mex$21.9b | Mex$898.5m | 5.5x | 15.2x | 0.6x |
| Fri, 23 May 2025 | Mex$14.0b | Mex$21.9b | Mex$898.5m | 5.6x | 15.6x | 0.6x |
| Sun, 20 Apr 2025 | Mex$18.2b | Mex$29.1b | Mex$1.6b | 5.6x | 11.1x | 0.6x |
| Tue, 18 Mar 2025 | Mex$18.4b | Mex$29.1b | Mex$1.6b | 5.8x | 11.2x | 0.6x |
| Thu, 13 Feb 2025 | Mex$18.7b | Mex$28.6b | Mex$1.5b | 6.2x | 12.4x | 0.7x |
| Sat, 11 Jan 2025 | Mex$16.1b | Mex$28.6b | Mex$1.5b | 5.8x | 10.7x | 0.6x |
| Mon, 09 Dec 2024 | Mex$16.0b | Mex$28.6b | Mex$1.5b | 6x | 10.6x | 0.6x |
| Wed, 06 Nov 2024 | Mex$15.9b | Mex$28.6b | Mex$1.5b | 6x | 10.3x | 0.6x |
| Fri, 04 Oct 2024 | Mex$15.8b | Mex$28.3b | Mex$1.6b | 5.6x | 9.9x | 0.6x |
| Sun, 01 Sep 2024 | Mex$15.9b | Mex$28.3b | Mex$1.6b | 5.8x | 9.9x | 0.6x |
| Tue, 30 Jul 2024 | Mex$17.1b | Mex$28.5b | Mex$2.2b | 5.6x | 7.8x | 0.6x |
| Thu, 27 Jun 2024 | Mex$17.4b | Mex$28.3b | Mex$2.1b | 5.7x | 8.4x | 0.6x |
| Sat, 25 May 2024 | Mex$17.9b | Mex$28.2b | Mex$1.6b | 6.4x | 11.5x | 0.6x |
| Mon, 22 Apr 2024 | Mex$15.9b | Mex$28.9b | Mex$1.5b | 5.9x | 10.4x | 0.6x |
| Wed, 20 Mar 2024 | Mex$16.2b | Mex$29.1b | Mex$1.6b | 6.1x | 10x | 0.6x |
| Fri, 16 Feb 2024 | Mex$16.4b | Mex$29.2b | Mex$1.7b | 6.1x | 9.4x | 0.6x |
| Sun, 14 Jan 2024 | Mex$16.1b | Mex$29.5b | Mex$1.6b | 6.1x | 9.8x | 0.5x |
| Tue, 12 Dec 2023 | Mex$15.6b | Mex$29.5b | Mex$1.6b | 5.4x | 9.4x | 0.5x |
| Thu, 09 Nov 2023 | Mex$15.9b | Mex$29.5b | Mex$1.6b | 5.6x | 9.6x | 0.5x |
| Sat, 07 Oct 2023 | Mex$16.3b | Mex$29.6b | Mex$1.4b | 6.1x | 11.5x | 0.5x |
| Mon, 04 Sep 2023 | Mex$16.7b | Mex$29.6b | Mex$1.4b | 6.7x | 11.8x | 0.6x |
| Wed, 02 Aug 2023 | Mex$17.3b | Mex$29.1b | Mex$1.3b | 7.3x | 12.9x | 0.6x |
| Fri, 30 Jun 2023 | Mex$17.1b | Mex$28.1b | Mex$844.4m | 11.3x | 20.2x | 0.6x |
| Sun, 28 May 2023 | Mex$17.3b | Mex$28.1b | Mex$844.4m | 11.2x | 20.5x | 0.6x |
20.5x
Which industries have driven the changes within the Mexican Consumer Discretionary industry?
| MX Market | -0.59% | |
| Consumer Discretionary | -0.33% | |
| Consumer Durables | 0.29% | |
| Housewares and Specialties | 11.43% | |
| Homebuilding | 0.24% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VINTE * Vinte Viviendas Integrales. de | Mex$33.50 | 1.6% +Mex$143.3m | 4.9% | PE6.3x | |
| VASCONI * Grupo Vasconia | Mex$0.86 | 11.4% +Mex$8.5m | 131.9% | PE0.1x |