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

BMV:ALSEA * Stock Report

Market Cap: Mex$42.4b

Alsea. de Dividends and Buybacks

Dividend criteria checks 2/6

Alsea. de is a dividend paying company with a current yield of 1.01% that is well covered by earnings.

Key information

1.0%

Dividend yield

2.4%

Buyback Yield

Total Shareholder Yield3.4%
Future Dividend Yield3.3%
Dividend Growth2.3%
Next dividend pay daten/a
Ex dividend daten/a
Dividend per sharen/a
Payout ratio21%

Recent dividend and buyback updates

Recent updates

Narrative Update May 14

ALSEA *: Higher Future P/E And Dividend Outlook Will Support Upside

Analysts have lifted their MX$ price target for Alsea, S.A.B. de C.V. from MX$64.14 to MX$69.32, citing updated assumptions that include slightly lower revenue growth expectations, a modestly higher projected profit margin, and a higher future P/E multiple. What's in the News Alsea, S.A.B. de C.V. announced an annual dividend of MXN 1.0000 per share, payable on May 7, 2026, with an ex-dividend date and record date of May 6, 2026 (company announcement).
Narrative Update Apr 21

ALSEA *: Investor Day Update Will Shape Margins While Supporting Steady Outlook

Analysts have slightly adjusted their price target on Alsea, decreasing it to MX$56.51 from MX$56.56, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, providing an update directly to the investment community on the business and outlook for the company (Key Developments).
Narrative Update Apr 07

ALSEA *: Investor Day Assumptions Will Support Steady Outlook And Fair Value

Analysts have kept their MX$56.56 price target on Alsea.de essentially unchanged, citing only minor tweaks to discount rate, revenue growth, profit margin, and future P/E assumptions in their updated models. What's in the News Alsea, S.A.B. de C.V. held an Analyst and Investor Day, providing the market with a formal update on its business and outlook assumptions (Key Developments).
Narrative Update Mar 24

ALSEA *: Updated Day Insights And Assumption Shifts Will Support Fair Value

Analysts have lifted their MX$ fair value estimate for Alsea de from MX$55.00 to about MX$56.56. This reflects updated assumptions that include a slightly higher discount rate, a lower revenue growth outlook, a modestly higher profit margin and a small upward adjustment to the future P/E multiple.
Narrative Update Mar 10

ALSEA *: Updated Capital Allocation Outlook Will Support Higher Earnings Multiple

Analysts have raised their MX$75.00 fair value estimate for Alsea to MX$80.00, reflecting updated assumptions regarding revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Alsea, S.A.B. de C.V. held an Analyst/Investor Day, giving the market an updated look at its business outlook and capital allocation priorities (Key Developments).
Narrative Update Feb 23

ALSEA *: Lower Discount Rate Will Still Leave Shares Looking Stretched

Analysts have increased their price target for Alsea from MX$52.00 to MX$55.00, citing updated assumptions for the discount rate, revenue growth, profit margin and forward P/E that modestly adjust their view of the stock’s fair value. Valuation Changes Fair Value: MX$52.00 to MX$55.00, a modest upward adjustment in the calculated share value.
Narrative Update Feb 09

ALSEA *: Lower Discount Rate And Firmer Margins Will Support Upside Potential

Analysts have nudged their price target for Alsea de higher to MX$64.14 from MX$63.68, citing slightly adjusted assumptions for the discount rate, revenue growth, profit margin and future P/E. Valuation Changes Fair Value: Updated slightly from MX$63.68 to MX$64.14 per share.
Narrative Update Jan 26

ALSEA *: Fair Value View Will Rely On Margins And Risk Profile

Analysts have nudged their price target for Alsea higher to €52.00, reflecting updated assumptions for slightly lower discount rates, modestly stronger revenue growth, a small uplift in profit margins, and a somewhat lower future P/E multiple. Valuation Changes Fair Value: The fair value estimate is unchanged at €52.00 per share.
Analysis Article Jan 18

Returns Are Gaining Momentum At Alsea. de (BMV:ALSEA)

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Narrative Update Jan 11

ALSEA *: Lower Discount Rate And Higher Margins Will Support Upside Potential

The analyst price target for Alsea.de has shifted from €62.00 to about €63.68, with analysts citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E to support the new level. Valuation Changes Fair Value: updated from €62.00 to about €63.68, a slight upward move in the modelled estimate.
Narrative Update Dec 14

ALSEA * Margins And Risk Reward Profile Are Expected To Improve

Analysts have raised their price target on Alsea to approximately €52.00 from about €47.80, citing slightly faster projected revenue growth, improved profit margins, and a lower expected future P/E multiple that enhances the stock's risk reward profile. Valuation Changes Fair Value: raised modestly from €47.80 to €52.00, reflecting a slightly more optimistic outlook on intrinsic value.
Analysis Article Nov 13

What You Can Learn From Alsea, S.A.B. de C.V.'s (BMV:ALSEA) P/E

When close to half the companies in Mexico have price-to-earnings ratios (or "P/E's") below 11x, you may consider...
Analysis Article Oct 24

Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Narrative Update Sep 11

Digital Orders And Remodelings Will Unlock Urban Opportunity

With both future P/E and revenue growth forecasts nearly unchanged, Alsea. de's consensus analyst price target was only slightly raised from MX$61.00 to MX$62.00, reflecting stable valuation expectations.
Analysis Article Aug 26

The Return Trends At Alsea. de (BMV:ALSEA) Look Promising

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
Analysis Article Jul 29

There May Be Some Bright Spots In Alsea. de's (BMV:ALSEA) Earnings

Alsea, S.A.B. de C.V.'s ( BMV:ALSEA ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Analysis Article Jun 14

A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Alsea. de fair value estimate is Mex$58.76 Current share price...
Analysis Article Apr 16

Alsea. de (BMV:ALSEA) Has Debt But No Earnings; Should You Worry?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Analysis Article Feb 19

Is Now The Time To Look At Buying Alsea, S.A.B. de C.V. (BMV:ALSEA)?

While Alsea, S.A.B. de C.V. ( BMV:ALSEA ) might not have the largest market cap around , it saw a significant share...
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New Narrative Feb 18

Marketing Investments And ESG Focus Will Boost Brand Reputation And Customer Loyalty

Strategic expansions and remodels in high-traffic areas, coupled with digital transformation, are poised to boost revenue and improve customer engagement and net margins.
Analysis Article Jan 17

Sentiment Still Eluding Alsea, S.A.B. de C.V. (BMV:ALSEA)

With a median price-to-earnings (or "P/E") ratio of close to 11x in Mexico, you could be forgiven for feeling...
Analysis Article Dec 14

If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Dec 02

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Key Insights Alsea. de's estimated fair value is Mex$46.25 based on 2 Stage Free Cash Flow to Equity Current share...
Analysis Article Nov 12

Alsea. de's (BMV:ALSEA) Returns On Capital Are Heading Higher

Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Typically, we'll want...
Analysis Article Oct 31

Shareholders Can Be Confident That Alsea. de's (BMV:ALSEA) Earnings Are High Quality

Even though Alsea, S.A.B. de C.V. ( BMV:ALSEA ) posted strong earnings, investors appeared to be underwhelmed. We have...
Analysis Article Oct 25

Alsea, S.A.B. de C.V. Just Missed Earnings - But Analysts Have Updated Their Models

Last week, you might have seen that Alsea, S.A.B. de C.V. ( BMV:ALSEA ) released its third-quarter result to the...
Analysis Article Oct 15

Why Alsea, S.A.B. de C.V. (BMV:ALSEA) Could Be Worth Watching

Alsea, S.A.B. de C.V. ( BMV:ALSEA ), might not be a large cap stock, but it saw significant share price movement during...
Analysis Article Sep 28

Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Sep 01

A Look At The Fair Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Key Insights The projected fair value for Alsea. de is Mex$53.02 based on 2 Stage Free Cash Flow to Equity Alsea. de's...
Analysis Article Jul 26

Alsea, S.A.B. de C.V. (BMV:ALSEA) Second-Quarter Results: Here's What Analysts Are Forecasting For This Year

Alsea, S.A.B. de C.V. ( BMV:ALSEA ) shareholders are probably feeling a little disappointed, since its shares fell 8.5...
Analysis Article Jul 04

Investors Appear Satisfied With Alsea, S.A.B. de C.V.'s (BMV:ALSEA) Prospects

With a price-to-earnings (or "P/E") ratio of 21.9x Alsea, S.A.B. de C.V. ( BMV:ALSEA ) may be sending very bearish...
Analysis Article Jun 04

Alsea. de (BMV:ALSEA) Takes On Some Risk With Its Use Of Debt

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article May 07

A Look At The Intrinsic Value Of Alsea, S.A.B. de C.V. (BMV:ALSEA)

Key Insights The projected fair value for Alsea. de is Mex$64.85 based on 2 Stage Free Cash Flow to Equity Alsea. de's...
Analysis Article Apr 23

Is Now An Opportune Moment To Examine Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Alsea, S.A.B. de C.V. ( BMV:ALSEA ), is not the largest company out there, but it saw a significant share price rise of...
Analysis Article Mar 27

Earnings Not Telling The Story For Alsea, S.A.B. de C.V. (BMV:ALSEA) After Shares Rise 26%

The Alsea, S.A.B. de C.V. ( BMV:ALSEA ) share price has done very well over the last month, posting an excellent gain...
Analysis Article Mar 16

There's Been No Shortage Of Growth Recently For Alsea. de's (BMV:ALSEA) Returns On Capital

There are a few key trends to look for if we want to identify the next multi-bagger. Amongst other things, we'll want...
Analysis Article Feb 01

Here's Why We Think Alsea. de (BMV:ALSEA) Might Deserve Your Attention Today

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysis Article Jan 19

With Alsea, S.A.B. de C.V. (BMV:ALSEA) It Looks Like You'll Get What You Pay For

With a price-to-earnings (or "P/E") ratio of 24.5x Alsea, S.A.B. de C.V. ( BMV:ALSEA ) may be sending very bearish...
Analysis Article Dec 08

Alsea. de's (BMV:ALSEA) Returns Have Hit A Wall

What trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
Analysis Article Oct 27

Alsea. de (BMV:ALSEA) Has A Somewhat Strained Balance Sheet

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article Oct 13

Is There Now An Opportunity In Alsea, S.A.B. de C.V. (BMV:ALSEA)?

Alsea, S.A.B. de C.V. ( BMV:ALSEA ), might not be a large cap stock, but it saw a decent share price growth in the...
Analysis Article Sep 20

If EPS Growth Is Important To You, Alsea. de (BMV:ALSEA) Presents An Opportunity

It's common for many investors, especially those who are inexperienced, to buy shares in companies with a good story...
Analysis Article Aug 22

Return Trends At Alsea. de (BMV:ALSEA) Aren't Appealing

What trends should we look for it we want to identify stocks that can multiply in value over the long term? Amongst...
Analysis Article Jun 26

Is Alsea. de (BMV:ALSEA) Using Too Much Debt?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Jun 09

Should You Think About Buying Alsea, S.A.B. de C.V. (BMV:ALSEA) Now?

While Alsea, S.A.B. de C.V. ( BMV:ALSEA ) might not be the most widely known stock at the moment, it received a lot of...
Analysis Article May 15

Returns At Alsea. de (BMV:ALSEA) Appear To Be Weighed Down

There are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
Analysis Article Feb 15

At Mex$43.17, Is It Time To Put Alsea, S.A.B. de C.V. (BMV:ALSEA) On Your Watch List?

Alsea, S.A.B. de C.V. ( BMV:ALSEA ), is not the largest company out there, but it saw a decent share price growth in...
Analysis Article Jan 24

Alsea, S.A.B. de C.V. (BMV:ALSEA) Shares Could Be 30% Above Their Intrinsic Value Estimate

Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Alsea, S.A.B. de C.V...

Stability and Growth of Payments

Fetching dividends data

Stable Dividend: ALSEA *'s dividend payments have been volatile in the past 10 years.

Growing Dividend: ALSEA *'s dividend payments have fallen over the past 10 years.


Dividend Yield vs Market

Alsea. de Dividend Yield vs Market
How does ALSEA * dividend yield compare to the market?
SegmentDividend Yield
Company (ALSEA *)1.0%
Market Bottom 25% (MX)2.1%
Market Top 25% (MX)5.8%
Industry Average (Hospitality)2.1%
Analyst forecast (ALSEA *) (up to 3 years)3.3%

Notable Dividend: ALSEA *'s dividend (1.01%) isn’t notable compared to the bottom 25% of dividend payers in the MX market (2.15%).

High Dividend: ALSEA *'s dividend (1.01%) is low compared to the top 25% of dividend payers in the MX market (5.85%).


Earnings Payout to Shareholders

Earnings Coverage: With its low payout ratio (21%), ALSEA *'s dividend payments are well covered by earnings.


Cash Payout to Shareholders

Cash Flow Coverage: With its low cash payout ratio (3.7%), ALSEA *'s dividend payments are thoroughly covered by cash flows.


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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/05/31 13:22
End of Day Share Price 2026/05/29 00:00
Earnings2026/03/31
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Alsea, S.A.B. de C.V. is covered by 21 analysts. 11 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Antonio Hernandez Velez LeijaActinver Case de Bolsa, S.A. de C.V.
Benjamin TheurerBarclays
Benjamin TheurerBarclays