Stock Analysis

Earnings Miss: Wal-Mart de México, S.A.B. de C.V. Missed EPS By 7.9% And Analysts Are Revising Their Forecasts

Wal-Mart de México, S.A.B. de C.V. (BMV:WALMEX) came out with its quarterly results last week, and we wanted to see how the business is performing and what industry forecasters think of the company following this report. Revenues of Mex$242b were in line with forecasts, although statutory earnings per share (EPS) came in below expectations at Mex$0.68, missing estimates by 7.9%. This is an important time for investors, as they can track a company's performance in its report, look at what experts are forecasting for next year, and see if there has been any change to expectations for the business. We've gathered the most recent statutory forecasts to see whether the analysts have changed their earnings models, following these results.

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BMV:WALMEX * Earnings and Revenue Growth October 31st 2025

Taking into account the latest results, the consensus forecast from Wal-Mart de México. de's 13 analysts is for revenues of Mex$1.10t in 2026. This reflects a decent 9.5% improvement in revenue compared to the last 12 months. Per-share earnings are expected to step up 14% to Mex$3.32. Before this earnings report, the analysts had been forecasting revenues of Mex$1.10t and earnings per share (EPS) of Mex$3.37 in 2026. The consensus analysts don't seem to have seen anything in these results that would have changed their view on the business, given there's been no major change to their estimates.

Check out our latest analysis for Wal-Mart de México. de

It will come as no surprise then, to learn that the consensus price target is largely unchanged at Mex$66.09. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. There are some variant perceptions on Wal-Mart de México. de, with the most bullish analyst valuing it at Mex$81.00 and the most bearish at Mex$55.00 per share. Analysts definitely have varying views on the business, but the spread of estimates is not wide enough in our view to suggest that extreme outcomes could await Wal-Mart de México. de shareholders.

These estimates are interesting, but it can be useful to paint some more broad strokes when seeing how forecasts compare, both to the Wal-Mart de México. de's past performance and to peers in the same industry. We can infer from the latest estimates that forecasts expect a continuation of Wal-Mart de México. de'shistorical trends, as the 7.5% annualised revenue growth to the end of 2026 is roughly in line with the 8.1% annual growth over the past five years. Juxtapose this against our data, which suggests that other companies (with analyst coverage) in the industry are forecast to see their revenues grow 7.2% per year. So although Wal-Mart de México. de is expected to maintain its revenue growth rate, it's only growing at about the rate of the wider industry.

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The Bottom Line

The most obvious conclusion is that there's been no major change in the business' prospects in recent times, with the analysts holding their earnings forecasts steady, in line with previous estimates. They also reconfirmed their revenue estimates, with the company predicted to grow at about the same rate as the wider industry. There was no real change to the consensus price target, suggesting that the intrinsic value of the business has not undergone any major changes with the latest estimates.

Keeping that in mind, we still think that the longer term trajectory of the business is much more important for investors to consider. At Simply Wall St, we have a full range of analyst estimates for Wal-Mart de México. de going out to 2027, and you can see them free on our platform here..

It is also worth noting that we have found 1 warning sign for Wal-Mart de México. de that you need to take into consideration.

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Discover if Wal-Mart de México. de might be undervalued or overvalued with our detailed analysis, featuring fair value estimates, potential risks, dividends, insider trades, and its financial condition.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.