Narrative Update • Jun 15

The Hospitality is pretty flat in the last 7 days, but Grupo Hotelero Santa Fe. de has stood out, gaining 5.2%. Furthermore, the industry has been flat for the past year as well. Looking forward, earnings are forecast to grow by 21% annually.
Has the Mexican Hospitality Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Fri, 26 Jun 2026 | Mex$89.6b | Mex$128.3b | Mex$2.7b | 18.6x | 32.9x | 0.7x |
| Sun, 24 May 2026 | Mex$97.1b | Mex$128.5b | Mex$2.9b | 26x | 33.2x | 0.8x |
| Tue, 21 Apr 2026 | Mex$97.7b | Mex$129.8b | Mex$3.4b | 23x | 28.6x | 0.8x |
| Thu, 19 Mar 2026 | Mex$80.9b | Mex$121.9b | Mex$2.9b | 21.8x | 27.6x | 0.7x |
| Sat, 14 Feb 2026 | Mex$99.0b | Mex$130.5b | Mex$3.5b | 16.6x | 28.5x | 0.8x |
| Mon, 12 Jan 2026 | Mex$99.4b | Mex$130.5b | Mex$3.5b | 17.3x | 28.6x | 0.8x |
| Wed, 10 Dec 2025 | Mex$96.0b | Mex$130.5b | Mex$3.5b | 16.9x | 27.6x | 0.7x |
| Fri, 07 Nov 2025 | Mex$93.4b | Mex$125.3b | Mex$3.7b | 16.3x | 25.1x | 0.7x |
| Sun, 05 Oct 2025 | Mex$76.8b | Mex$116.3b | Mex$3.1b | 15.4x | 25x | 0.7x |
| Tue, 02 Sep 2025 | Mex$91.7b | Mex$124.5b | Mex$3.9b | 19.7x | 23.5x | 0.7x |
| Thu, 31 Jul 2025 | Mex$93.8b | Mex$124.5b | Mex$3.7b | 20.9x | 25.6x | 0.8x |
| Sat, 28 Jun 2025 | Mex$90.5b | Mex$122.2b | Mex$2.3b | 15.9x | 39.8x | 0.7x |
| Mon, 26 May 2025 | Mex$83.5b | Mex$122.5b | Mex$2.3b | 16.4x | 35.9x | 0.7x |
| Wed, 23 Apr 2025 | Mex$73.7b | Mex$119.0b | Mex$2.3b | 19.1x | 31.8x | 0.6x |
| Fri, 21 Mar 2025 | Mex$76.2b | Mex$120.4b | Mex$2.3b | 19.5x | 32.9x | 0.6x |
| Sun, 16 Feb 2025 | Mex$84.4b | Mex$116.1b | Mex$4.5b | 16.8x | 18.7x | 0.7x |
| Tue, 14 Jan 2025 | Mex$79.4b | Mex$116.1b | Mex$4.5b | 15.1x | 17.6x | 0.7x |
| Thu, 12 Dec 2024 | Mex$82.3b | Mex$116.1b | Mex$4.5b | 15.2x | 18.3x | 0.7x |
| Sat, 09 Nov 2024 | Mex$85.4b | Mex$116.1b | Mex$4.5b | 15.6x | 18.9x | 0.7x |
| Mon, 07 Oct 2024 | Mex$88.7b | Mex$108.7b | Mex$3.8b | 18.6x | 23.5x | 0.8x |
| Wed, 04 Sep 2024 | Mex$90.9b | Mex$108.7b | Mex$3.8b | 18.1x | 24.1x | 0.8x |
| Fri, 02 Aug 2024 | Mex$91.2b | Mex$108.7b | Mex$3.7b | 21.5x | 24.4x | 0.8x |
| Sun, 30 Jun 2024 | Mex$79.2b | Mex$99.6b | Mex$3.6b | 19x | 22.2x | 0.8x |
| Tue, 28 May 2024 | Mex$83.8b | Mex$99.6b | Mex$3.6b | 18.4x | 23.4x | 0.8x |
| Thu, 25 Apr 2024 | Mex$90.3b | Mex$99.5b | Mex$3.9b | 13.3x | 23.4x | 0.9x |
| Sat, 23 Mar 2024 | Mex$91.5b | Mex$99.3b | Mex$3.8b | 16.2x | 24.1x | 0.9x |
| Mon, 19 Feb 2024 | Mex$95.8b | Mex$108.0b | Mex$3.8b | 19.3x | 25.1x | 0.9x |
| Wed, 17 Jan 2024 | Mex$91.1b | Mex$108.0b | Mex$3.8b | 19.9x | 23.8x | 0.8x |
| Fri, 15 Dec 2023 | Mex$88.9b | Mex$108.0b | Mex$3.8b | 18.6x | 23.3x | 0.8x |
| Sun, 12 Nov 2023 | Mex$90.1b | Mex$108.0b | Mex$3.8b | 19.2x | 23.6x | 0.8x |
| Tue, 10 Oct 2023 | Mex$92.3b | Mex$106.5b | Mex$3.5b | 21.5x | 26.1x | 0.9x |
| Thu, 07 Sep 2023 | Mex$90.8b | Mex$106.5b | Mex$3.5b | 21.8x | 25.7x | 0.9x |
| Sat, 05 Aug 2023 | Mex$86.8b | Mex$106.5b | Mex$3.5b | 21.1x | 24.6x | 0.8x |
| Mon, 03 Jul 2023 | Mex$86.6b | Mex$104.3b | Mex$3.0b | 27.4x | 29x | 0.8x |
29x
Which industries have driven the changes within the Mexican Consumer Discretionary industry?
| MX Market | -0.77% | |
| Consumer Discretionary | -0.82% | |
| Hospitality | -2.43% | |
| Leisure Facilities | 0.57% | |
| Casinos and Gaming | 0% | 0 |
| Hotels, Resorts and Cruise Lines | -0.27% | |
| Restaurants | -5.46% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AGUILAS CPO Ollamani | Mex$78.72 | 0.3% +Mex$26.3m | 68.5% | PS1.5x | |
| NUTRISA A Grupo Nutrisa. de | Mex$3.85 | 1.0% +Mex$12.9m | n/a | PS0.5x | |
| SPORT S Grupo Sports World. de | Mex$8.85 | 0.6% +Mex$12.0m | 36.2% | PE15.1x |