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Alsea, S.A.B. de C.V. Stock Price

BMV:ALSEA * Community·Mex$34.9b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 17 Fair Values set on narratives written by author
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ALSEA * Share Price Performance

Mex$44.01
-13.86 (-23.95%)
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Mex$60.99
Fair Value
Mex$44.01
-13.86 (-23.95%)
27.8% undervalued intrinsic discount
Mex$60.99
Fair Value
Price Mex$44.01
AnalystConsensusTarget Mex$60.99
AnalystLowTarget Mex$46.00
AnalystHighTarget Mex$74.96

ALSEA * Community Narratives

Fair Value
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Fair Value Mex$60.99 27.8% undervalued intrinsic discount

Digital Orders And Remodelings Will Unlock Urban Opportunity

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Fair Value
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Fair Value Mex$46 4.3% undervalued intrinsic discount

Rising Regulatory Pressures And Digital Competition Will Undercut Stability

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Fair Value
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Fair Value Mex$74.96 41.3% undervalued intrinsic discount

Latin And European Urbanization And Digital Platforms Will Redefine Dining

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ALSEA * logo
Alsea. de
4.3% undervalued intrinsic discount

Rising Regulatory Pressures And Digital Competition Will Undercut Stability

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Updated 25 Aug
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ALSEA * logo
Alsea. de
27.8% undervalued intrinsic discount

Digital Orders And Remodelings Will Unlock Urban Opportunity

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Updated 11 Aug
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ALSEA * logo
Alsea. de
41.3% undervalued intrinsic discount

Latin And European Urbanization And Digital Platforms Will Redefine Dining

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Updated 28 Jul
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Updated Narratives

ALSEA * logo

ALSEA *: Softer Mexico And Brazil Demand Will Test Bullish Undervaluation Thesis

Fair Value: Mex$46 4.3% undervalued intrinsic discount
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ALSEA *: Higher Required Return And 2026 Dividend Will Support Upside

Fair Value: Mex$60.99 27.8% undervalued intrinsic discount
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ALSEA * logo

ALSEA *: Improved Margins And Guidance Resilience Will Support Earnings Rerating

Fair Value: Mex$74.96 41.3% undervalued intrinsic discount
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Snowflake Analysis

Undervalued with high growth potential.

1 Risk
4 Rewards
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Alsea, S.A.B. de C.V. Key Details

Mex$85.0b

Revenue

Mex$55.6b

Cost of Revenue

Mex$29.4b

Gross Profit

Mex$27.8b

Other Expenses

Mex$1.7b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
2.13
34.63%
1.99%
418.7%
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About ALSEA *

Founded
1997
Employees
73004
CEO
Christian Dubernard
WebsiteView website
www.alsea.net

Alsea, S.A.B. de C.V. operates restaurants in Latin America and Europe. It operates fast food, coffee shops, casual food, cafeterias, and family restaurants under the Domino’s Pizza, Starbucks, Burger King, Chili’s, PF Chang’s, Italianni’s, The Cheesecake Factory, Vips, Foster's Hollywood, Archies, Ginos, griddle house, The farm, Vips, and Clay Hear brands. The company was incorporated in 1997 and is headquartered in Mexico City, Mexico.

Recent ALSEA * News & Updates

Narrative Update • Aug 25

ALSEA *: Softer Mexico And Brazil Demand Will Test Bullish Undervaluation Thesis

The analyst price target for Alsea has been revised from MX$54.03 to MX$46.00, reflecting analysts' more cautious assumptions on discount rates, revenue growth, profit margins and future P/E following recent downgrades and sector wide concerns about softer consumer demand in Mexico and Brazil. Analyst Commentary on Alsea Recent research on Alsea points to a more cautious stance from several bearish analysts.
Narrative Update • Aug 11

ALSEA *: Higher Required Return And 2026 Dividend Will Support Upside

Alsea's updated fair value estimate moves to MX$60.99 from MX$67.25, reflecting analysts' lower price targets and more cautious assumptions on revenue growth, margins and discount rates following recent sector wide concerns about softer consumption in Mexico and Brazil. Analyst Commentary Recent research on Alsea shows a mix of optimism on execution and caution around the consumer backdrop in Mexico and Brazil.
Narrative Update • Jul 28

ALSEA *: Improved Margins And Guidance Resilience Will Support Earnings Rerating

Analysts have trimmed their fair value estimate for Alsea, with the updated MX$74.96 target now below the prior MX$79.97. This change reflects more cautious views on consumer demand and guidance risk in Mexico and Brazil.

Recent updates

No updates

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