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Mexican (IPC) Food Industry Analysis
UpdatedDec 02, 2021
DataAggregated Company Financials
Companies7
- 7D2.4%
- 3M12.9%
- 1Y22.4%
- YTD19.3%
Over the last 7 days, the Food industry has risen 1.8%, driven by gains from Grupo Bimbo. de of 2.3%. This takes the industry's 12 month performance to a gain of 22%.
Industry Valuation and Performance
Has the Mexican Food Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE |
|---|---|---|---|---|
| Sun, 05 Dec 2021 | Mex$419.0b | Mex$567.8b | Mex$22.6b | 16.9x |
| Tue, 02 Nov 2021 | Mex$447.6b | Mex$567.5b | Mex$22.7b | 16.2x |
| Thu, 30 Sep 2021 | Mex$418.8b | Mex$562.6b | Mex$22.8b | 19x |
| Sat, 28 Aug 2021 | Mex$387.2b | Mex$562.6b | Mex$22.8b | 16.3x |
| Sun, 04 Jul 2021 | Mex$360.0b | Mex$562.6b | Mex$22.8b | 14.8x |
| Wed, 07 Apr 2021 | Mex$359.4b | Mex$565.2b | Mex$22.6b | 15.5x |
| Sat, 09 Jan 2021 | Mex$368.9b | Mex$558.3b | Mex$17.0b | 21.5x |
| Fri, 02 Oct 2020 | Mex$356.1b | Mex$543.6b | Mex$16.5b | 21.4x |
| Mon, 06 Jul 2020 | Mex$339.1b | Mex$527.1b | Mex$14.4b | 21x |
| Thu, 09 Apr 2020 | Mex$291.7b | Mex$506.5b | Mex$12.9b | 17.1x |
| Wed, 01 Jan 2020 | Mex$317.3b | Mex$496.7b | Mex$15.4b | 17.7x |
| Sat, 05 Oct 2019 | Mex$345.9b | Mex$497.2b | Mex$16.5b | 21.6x |
| Tue, 09 Jul 2019 | Mex$360.2b | Mex$492.2b | Mex$16.1b | 25.8x |
| Mon, 01 Apr 2019 | Mex$376.6b | Mex$489.9b | Mex$15.0b | 24.7x |
| Thu, 03 Jan 2019 | Mex$368.5b | Mex$485.7b | Mex$15.2b | 19.8x |
PE Ratio
19.8x
Current Industry PE: Investors are relatively neutral on the industry at the moment, considering it's trading close to its 3-year average PE ratio of 19.7x. It appears they believe that earnings will grow in-line with historical growth rates.
Past Earnings Growth: The earnings for companies in the Food industry have grown 22% per year over the last three years, and revenues for these companies have grown 6.0% per year. This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Trends
Which industries have driven the changes within the Mexican Food industry?
| Packaged Foods and Meats | 2.45% | |
Industry PE: Investors are most optimistic about the Packaged Foods and Meats industry even though it's trading below its 3-year average PE ratio of 19.7x. However analysts are expecting annual earnings growth of 9.5%, which is lower than the prior year's growth of 18% per year. So the market might believe that analysts are underestimating future growth.
Forecasted Growth: Analysts are most optimistic on the Packaged Foods and Meats industry, expecting annual earnings growth of 9.5% over the next 5 years. However this is lower than its past earnings growth rate of 18% per year.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | 7D | 1Y | Valuation | |
|---|---|---|---|---|
| BIMBO A Grupo Bimbo. de | 4.4%+Mex$10.2b | 30.7% | PE17.2x | |
| LALA B Grupo Lala. de | 3.7%+Mex$1.6b | 22.4% | PE191.3x | |
| HERDEZ * Grupo Herdez. de | 0.1%+Mex$17.7m | -7.1% | PE15.6x | |
| MINSA B Grupo Minsa. de | 0.5%+Mex$16.4m | n/a | PE57.3x |
