Narrative Update • Apr 27

The Consumer Durables industry is up 1.7% in the last week, with Vinte Viviendas Integrales. de up 2.6%. This means that the industry has gained 26% over the past year. 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 |
|---|---|---|---|---|---|---|
| Sun, 24 May 2026 | Mex$17.4b | Mex$32.2b | Mex$3.5b | 5.8x | 5x | 0.5x |
| Tue, 21 Apr 2026 | Mex$16.9b | Mex$31.4b | Mex$3.4b | 5.7x | 5x | 0.5x |
| Thu, 19 Mar 2026 | Mex$15.9b | Mex$31.4b | Mex$3.4b | 5.2x | 4.7x | 0.5x |
| Sat, 14 Feb 2026 | Mex$15.9b | Mex$25.4b | Mex$2.1b | 6.7x | 7.4x | 0.6x |
| Mon, 12 Jan 2026 | Mex$15.2b | Mex$25.4b | Mex$2.1b | 6x | 7.1x | 0.6x |
| Wed, 10 Dec 2025 | Mex$14.2b | Mex$25.4b | Mex$2.1b | 5.7x | 6.6x | 0.6x |
| Fri, 07 Nov 2025 | Mex$14.0b | Mex$27.8b | Mex$1.4b | 5.8x | 10x | 0.5x |
| Sun, 05 Oct 2025 | Mex$13.8b | Mex$24.5b | Mex$1.0b | 5.7x | 13.6x | 0.6x |
| Tue, 02 Sep 2025 | Mex$13.5b | Mex$24.5b | Mex$1.0b | 5.6x | 13.4x | 0.6x |
| Thu, 31 Jul 2025 | Mex$13.4b | Mex$24.5b | Mex$1.2b | 5.6x | 11.6x | 0.5x |
| Sat, 28 Jun 2025 | Mex$13.7b | Mex$21.9b | Mex$898.5m | 5.6x | 15.3x | 0.6x |
| Mon, 26 May 2025 | Mex$14.1b | Mex$21.9b | Mex$898.5m | 5.6x | 15.7x | 0.6x |
| Wed, 23 Apr 2025 | Mex$18.2b | Mex$29.1b | Mex$1.6b | 5.6x | 11.1x | 0.6x |
| Fri, 21 Mar 2025 | Mex$18.4b | Mex$29.1b | Mex$1.6b | 5.9x | 11.2x | 0.6x |
| Sun, 16 Feb 2025 | Mex$18.8b | Mex$28.6b | Mex$1.5b | 6.3x | 12.4x | 0.7x |
| Tue, 14 Jan 2025 | Mex$16.1b | Mex$23.7b | Mex$1.1b | 5.7x | 14.9x | 0.7x |
| Thu, 12 Dec 2024 | Mex$16.7b | Mex$28.6b | Mex$1.5b | 5.9x | 11.1x | 0.6x |
| Sat, 09 Nov 2024 | Mex$16.1b | Mex$28.6b | Mex$1.5b | 6.1x | 10.4x | 0.6x |
| Mon, 07 Oct 2024 | Mex$15.7b | Mex$28.3b | Mex$1.6b | 5.7x | 9.8x | 0.6x |
| Wed, 04 Sep 2024 | Mex$15.8b | Mex$28.3b | Mex$1.6b | 5.8x | 9.8x | 0.6x |
| Fri, 02 Aug 2024 | Mex$17.0b | Mex$28.5b | Mex$2.2b | 5.6x | 7.8x | 0.6x |
| Sun, 30 Jun 2024 | Mex$17.3b | Mex$28.3b | Mex$2.1b | 5.8x | 8.3x | 0.6x |
| Tue, 28 May 2024 | Mex$17.9b | Mex$28.2b | Mex$1.6b | 6.4x | 11.5x | 0.6x |
| Thu, 25 Apr 2024 | Mex$16.2b | Mex$28.7b | Mex$1.5b | 6x | 10.6x | 0.6x |
| Sat, 23 Mar 2024 | Mex$16.1b | Mex$29.1b | Mex$1.6b | 5.9x | 9.9x | 0.6x |
| Mon, 19 Feb 2024 | Mex$16.2b | Mex$29.2b | Mex$1.7b | 6x | 9.3x | 0.6x |
| Wed, 17 Jan 2024 | Mex$16.2b | Mex$29.5b | Mex$1.6b | 6.2x | 9.8x | 0.5x |
| Fri, 15 Dec 2023 | Mex$15.6b | Mex$29.5b | Mex$1.6b | 5.5x | 9.5x | 0.5x |
| Sun, 12 Nov 2023 | Mex$15.7b | Mex$29.5b | Mex$1.6b | 5.5x | 9.5x | 0.5x |
| Tue, 10 Oct 2023 | Mex$16.2b | Mex$29.6b | Mex$1.4b | 6.1x | 11.4x | 0.5x |
| Thu, 07 Sep 2023 | Mex$16.8b | Mex$29.6b | Mex$1.4b | 6.9x | 11.9x | 0.6x |
| Sat, 05 Aug 2023 | Mex$17.4b | Mex$29.1b | Mex$1.3b | 7.5x | 12.9x | 0.6x |
| Mon, 03 Jul 2023 | Mex$17.1b | Mex$28.1b | Mex$844.4m | 11.3x | 20.3x | 0.6x |
| Wed, 31 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 | 0.27% | |
| Consumer Discretionary | -1.23% | |
| Consumer Durables | 1.71% | |
| Housewares and Specialties | 7.09% | |
| Homebuilding | 1.69% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| VINTE * Vinte Viviendas Integrales. de | Mex$33.84 | 2.6% +Mex$236.9m | 5.9% | PE6.4x | |
| CADU A Corpovael. de | Mex$7.81 | 2.8% +Mex$63.7m | 137.4% | PE5.5x | |
| VASCONI * Grupo Vasconia | Mex$0.85 | 7.1% +Mex$5.4m | 122.6% | PE0.1x |