Grupo Bimbo. de's (BMV:BIMBOA) Soft Earnings Don't Show The Whole Picture
May 06
Have your own idea? Try our Stock Screener
Mexican (IPC) Market Analysis & Valuation
UpdatedMay 06, 2025
DataAggregated Company Financials
Companies117
- 7D0.3%
- 3M7.3%
- 1Y-5.0%
- YTD9.0%
The Consumer Discretionary sector gained 3.2% while the market remained flat over the last week. As for last year, the market is down 5.0%. As for the next few years, earnings are expected to grow by 11% per annum.
Market Valuation and Performance
Has the Mexican Market valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 06 May 2025 | Mex$9.1t | Mex$7.6t | Mex$606.1b | 11.4x | 15x | 1.2x |
| Thu, 03 Apr 2025 | Mex$8.7t | Mex$7.6t | Mex$609.8b | 10.6x | 14.3x | 1.2x |
| Sat, 01 Mar 2025 | Mex$8.6t | Mex$7.5t | Mex$599.7b | 11.6x | 14.4x | 1.1x |
| Mon, 27 Jan 2025 | Mex$8.7t | Mex$7.5t | Mex$611.2b | 11.4x | 14.2x | 1.2x |
| Wed, 25 Dec 2024 | Mex$8.5t | Mex$7.5t | Mex$610.6b | 11.7x | 13.9x | 1.1x |
| Fri, 22 Nov 2024 | Mex$8.4t | Mex$7.4t | Mex$602.6b | 11.7x | 14x | 1.1x |
| Sun, 20 Oct 2024 | Mex$9.2t | Mex$7.4t | Mex$594.4b | 12.3x | 15.5x | 1.2x |
| Tue, 17 Sep 2024 | Mex$9.0t | Mex$7.3t | Mex$587.8b | 11.7x | 15.4x | 1.2x |
| Thu, 15 Aug 2024 | Mex$9.2t | Mex$7.3t | Mex$586.2b | 11.7x | 15.7x | 1.3x |
| Sat, 13 Jul 2024 | Mex$9.3t | Mex$7.1t | Mex$581.1b | 13.6x | 16x | 1.3x |
| Mon, 10 Jun 2024 | Mex$9.0t | Mex$7.1t | Mex$576.6b | 12.6x | 15.5x | 1.3x |
| Wed, 08 May 2024 | Mex$9.5t | Mex$7.1t | Mex$568.3b | 13.2x | 16.7x | 1.3x |
| Fri, 05 Apr 2024 | Mex$9.6t | Mex$7.1t | Mex$580.9b | 13.6x | 16.5x | 1.4x |
| Sun, 03 Mar 2024 | Mex$9.5t | Mex$7.1t | Mex$584.2b | 13.7x | 16.3x | 1.3x |
| Tue, 30 Jan 2024 | Mex$9.8t | Mex$7.4t | Mex$662.6b | 13.3x | 14.7x | 1.3x |
| Thu, 28 Dec 2023 | Mex$9.9t | Mex$7.4t | Mex$656.0b | 13.3x | 15.1x | 1.3x |
| Sat, 25 Nov 2023 | Mex$9.2t | Mex$7.4t | Mex$657.1b | 11.9x | 14x | 1.2x |
| Mon, 23 Oct 2023 | Mex$8.6t | Mex$7.5t | Mex$659.9b | 11.9x | 13.1x | 1.1x |
| Wed, 20 Sep 2023 | Mex$9.0t | Mex$7.4t | Mex$659.0b | 12.7x | 13.7x | 1.2x |
| Fri, 18 Aug 2023 | Mex$9.3t | Mex$7.4t | Mex$655.0b | 13.1x | 14.2x | 1.2x |
| Sun, 16 Jul 2023 | Mex$9.3t | Mex$7.3t | Mex$645.4b | 13.1x | 14.3x | 1.3x |
| Tue, 13 Jun 2023 | Mex$9.3t | Mex$7.3t | Mex$638.1b | 13.5x | 14.6x | 1.3x |
| Thu, 11 May 2023 | Mex$9.7t | Mex$7.4t | Mex$666.8b | 13.2x | 14.5x | 1.3x |
| Sat, 08 Apr 2023 | Mex$9.4t | Mex$7.0t | Mex$662.6b | 12x | 14.2x | 1.3x |
| Mon, 06 Mar 2023 | Mex$9.5t | Mex$7.3t | Mex$661.6b | 11.5x | 14.4x | 1.3x |
| Wed, 01 Feb 2023 | Mex$9.6t | Mex$7.2t | Mex$665.7b | 11.9x | 14.4x | 1.3x |
| Fri, 30 Dec 2022 | Mex$8.9t | Mex$7.2t | Mex$663.0b | 11.8x | 13.4x | 1.2x |
| Sun, 27 Nov 2022 | Mex$9.2t | Mex$7.3t | Mex$648.8b | 11.5x | 14.2x | 1.3x |
| Tue, 25 Oct 2022 | Mex$8.5t | Mex$7.3t | Mex$635.8b | 10.8x | 13.4x | 1.2x |
| Thu, 22 Sep 2022 | Mex$8.6t | Mex$7.2t | Mex$626.4b | 11.1x | 13.7x | 1.2x |
| Sat, 20 Aug 2022 | Mex$8.8t | Mex$7.2t | Mex$627.6b | 11.5x | 13.9x | 1.2x |
| Mon, 18 Jul 2022 | Mex$8.6t | Mex$7.0t | Mex$610.7b | 11.9x | 14x | 1.2x |
| Wed, 15 Jun 2022 | Mex$8.5t | Mex$6.9t | Mex$628.4b | 11.9x | 13.5x | 1.2x |
| Fri, 13 May 2022 | Mex$8.5t | Mex$6.9t | Mex$618.5b | 12x | 13.7x | 1.2x |
Price to Earnings Ratio
13.7x
Current Market PE
- Investors are relatively neutral on the Mexican market at the moment, indicating that they expect earnings will grow in line with historical growth rates.
- The market is trading close to its 3-year average PE ratio of 14.4x.
Past Earnings Growth
- The earnings for Mexican listed companies have remained mostly flat over the last three years.
- Meanwhile revenues have grown 3.4% per year.
- This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased and as a result, profits have held steady.
Sector Trends
Which sectors have driven the changes within the Mexican Market?
| MX Market | 0.25% | |
| Consumer Discretionary | 3.19% | |
| Industrials | 1.20% | |
| Real Estate | 1.10% | |
| Materials | 0.89% | |
| Consumer Staples | 0.16% | |
| Utilities | -0.16% | |
| Financials | -0.61% | |
| Telecom | -0.68% | |
| Energy | -4.26% | |
| Healthcare | -9.71% | |
Sector PE
- Investors favour the Utilities sector the most for future growth which is trading above its 3-year average PE ratio.
- It looks like investors are confident that earnings will grow faster in the future than they have historically.
- The Real Estate sector is the least preferred by investors for future growth, which is trading close to its 3-year average of 8.5x.
Forecasted Growth
- Analysts are most optimistic on the Telecom sector, expecting annual earnings growth of 26% over the next 5 years.
- This is better than its past earnings growth rate of 5.9% per year.
- In contrast, the Real Estate sector is expected to see its earnings decline by 18% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | Sector | |
|---|---|---|---|---|---|---|
| WALMEX * Wal-Mart de México. de | Mex$61.21 | 2.5% +Mex$25.9b | -6.6% | PE20.1x | Consumer Staples | |
| AC * Arca Continental. de | Mex$209.15 | 3.4% +Mex$11.6b | 26.4% | PE17.8x | Consumer Staples | |
| GAP B Grupo Aeroportuario del Pacífico. de | Mex$404.32 | 4.5% +Mex$8.8b | 29.1% | PE22.9x | Industrials | |
| ASUR B Grupo Aeroportuario del Sureste S. A. B. de C. V | Mex$633.90 | 4.1% +Mex$7.5b | 12.1% | PE13.6x | Industrials | |
| PE&OLES * Industrias Peñoles. de | Mex$393.92 | 4.6% +Mex$6.9b | 57.0% | PE26.7x | Materials |
