Narrative Update • May 14

Over the last 7 days, the Restaurants industry has dropped 2.7%, driven by Alsea. de declining 3.1%. This takes the industry's 12 month performance to a gain of 6.9%. Looking forward, earnings are forecast to grow by 18% annually.
Has the Mexican Restaurants Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 19 May 2026 | Mex$42.7b | Mex$91.7b | Mex$2.0b | 17.9x | 21.5x | 0.5x |
| Thu, 16 Apr 2026 | Mex$44.9b | Mex$91.0b | Mex$2.2b | 17.8x | 20.8x | 0.5x |
| Sat, 14 Mar 2026 | Mex$47.1b | Mex$91.0b | Mex$2.2b | 18.7x | 21.8x | 0.5x |
| Mon, 09 Feb 2026 | Mex$46.0b | Mex$92.4b | Mex$1.8b | 34.1x | 25.3x | 0.5x |
| Wed, 07 Jan 2026 | Mex$44.9b | Mex$92.4b | Mex$1.8b | 35.2x | 24.7x | 0.5x |
| Fri, 05 Dec 2025 | Mex$42.2b | Mex$92.4b | Mex$1.8b | 32.6x | 23.2x | 0.5x |
| Sun, 02 Nov 2025 | Mex$42.0b | Mex$87.2b | Mex$2.0b | 33.5x | 20.6x | 0.5x |
| Tue, 30 Sep 2025 | Mex$49.0b | Mex$86.7b | Mex$1.7b | 22x | 28.5x | 0.6x |
| Thu, 28 Aug 2025 | Mex$45.7b | Mex$86.7b | Mex$1.7b | 20.9x | 26.6x | 0.5x |
| Sat, 26 Jul 2025 | Mex$46.1b | Mex$86.7b | Mex$2.3b | 17.7x | 20.1x | 0.5x |
| Mon, 23 Jun 2025 | Mex$41.7b | Mex$84.5b | Mex$755.1m | 35.9x | 55.3x | 0.5x |
| Wed, 21 May 2025 | Mex$39.0b | Mex$84.8b | Mex$865.1m | 29.9x | 45.1x | 0.5x |
| Fri, 18 Apr 2025 | Mex$34.0b | Mex$82.7b | Mex$944.7m | 24.5x | 36x | 0.4x |
| Sun, 16 Mar 2025 | Mex$33.9b | Mex$82.7b | Mex$944.7m | 24.1x | 35.9x | 0.4x |
| Tue, 11 Feb 2025 | Mex$40.1b | Mex$81.9b | Mex$2.9b | 14.6x | 13.7x | 0.5x |
| Thu, 09 Jan 2025 | Mex$38.4b | Mex$81.9b | Mex$2.9b | 13x | 13.1x | 0.5x |
| Sat, 07 Dec 2024 | Mex$37.7b | Mex$81.9b | Mex$2.9b | 12.8x | 12.8x | 0.5x |
| Mon, 04 Nov 2024 | Mex$40.6b | Mex$81.9b | Mex$2.9b | 12.4x | 13.8x | 0.5x |
| Wed, 02 Oct 2024 | Mex$44.7b | Mex$80.6b | Mex$2.6b | 14.2x | 17.1x | 0.6x |
| Fri, 30 Aug 2024 | Mex$46.8b | Mex$80.6b | Mex$2.6b | 14.1x | 18x | 0.6x |
| Sun, 28 Jul 2024 | Mex$45.7b | Mex$80.6b | Mex$2.6b | 13.3x | 17.8x | 0.6x |
| Tue, 25 Jun 2024 | Mex$51.6b | Mex$78.7b | Mex$2.5b | 15.4x | 20.9x | 0.7x |
| Thu, 23 May 2024 | Mex$57.2b | Mex$78.7b | Mex$2.5b | 17.3x | 23.2x | 0.7x |
| Sat, 20 Apr 2024 | Mex$62.4b | Mex$78.2b | Mex$2.7b | 18x | 23.5x | 0.8x |
| Mon, 18 Mar 2024 | Mex$61.7b | Mex$78.2b | Mex$2.7b | 18.7x | 23.2x | 0.8x |
| Wed, 14 Feb 2024 | Mex$54.1b | Mex$78.8b | Mex$2.2b | 22.1x | 24.7x | 0.7x |
| Fri, 12 Jan 2024 | Mex$51.4b | Mex$78.8b | Mex$2.2b | 24.2x | 23.4x | 0.7x |
| Sun, 10 Dec 2023 | Mex$51.3b | Mex$78.8b | Mex$2.2b | 21.1x | 23.4x | 0.7x |
| Tue, 07 Nov 2023 | Mex$51.7b | Mex$78.8b | Mex$2.2b | 21.8x | 23.6x | 0.7x |
| Thu, 05 Oct 2023 | Mex$53.0b | Mex$76.8b | Mex$2.0b | 25.6x | 26.4x | 0.7x |
| Sat, 02 Sep 2023 | Mex$50.4b | Mex$76.8b | Mex$2.0b | 25.2x | 25.1x | 0.7x |
| Mon, 31 Jul 2023 | Mex$49.4b | Mex$76.7b | Mex$2.0b | 28.1x | 24.8x | 0.6x |
| Wed, 28 Jun 2023 | Mex$48.5b | Mex$74.7b | Mex$1.7b | 30.4x | 28x | 0.6x |
| Fri, 26 May 2023 | Mex$43.3b | Mex$74.7b | Mex$1.7b | 28.3x | 25x | 0.6x |
25x
How does Mexican Restaurants compare with similar industries?
| MX Market | -1.79% | |
| Consumer Discretionary | 0.076% | |
| Hospitality | -1.97% | |
| Restaurants | -3.67% | |
| Leisure Facilities | 0.11% | |
| Hotels, Resorts and Cruise Lines | 0.038% | |
| Casinos and Gaming | 0% | 0 |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| CMR B CMR. de | Mex$1.43 | 1.4% +Mex$10.9m | -4.7% | PS0.2x |