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INVEX Controladora. de BMV:INVEX A Stock Report

Last Price

Mex$83.00

Market Cap

Mex$13.5b

7D

0%

1Y

1.2%

Updated

30 Jan, 2025

Data

Company Financials +

INVEX Controladora, S.A.B. de C.V.

BMV:INVEX A Stock Report

Market Cap: Mex$13.5b

INVEX A Stock Overview

Provides financial products and services to individual and business customers in Mexico and internationally. More details

INVEX A fundamental analysis
Snowflake Score
Valuation1/6
Future Growth0/6
Past Performance5/6
Financial Health4/6
Dividends0/6

My Notes

Capture your thoughts, links and company narrative

INVEX Controladora, S.A.B. de C.V. Competitors

Price History & Performance

Summary of share price highs, lows and changes for INVEX Controladora. de
Historical stock prices
Current Share PriceMex$83.00
52 Week HighMex$83.00
52 Week LowMex$78.00
Beta0.0029
1 Month Change0%
3 Month Changen/a
1 Year Change1.22%
3 Year Change13.70%
5 Year Change10.67%
Change since IPO637.78%

Recent News & Updates

Recent updates

If You Had Bought INVEX Controladora. de (BMV:INVEXA) Shares Five Years Ago You'd Have Earned 36% Returns

Feb 04
If You Had Bought INVEX Controladora. de (BMV:INVEXA) Shares Five Years Ago You'd Have Earned 36% Returns

Shareholder Returns

INVEX AMX Diversified FinancialMX Market
7D0%1.3%0.1%
1Y1.2%5.0%-11.2%

Return vs Industry: INVEX A underperformed the MX Diversified Financial industry which returned 5% over the past year.

Return vs Market: INVEX A exceeded the MX Market which returned -11.2% over the past year.

Price Volatility

Is INVEX A's price volatile compared to industry and market?
INVEX A volatility
INVEX A Average Weekly Movementn/a
Diversified Financial Industry Average Movement4.4%
Market Average Movement4.0%
10% most volatile stocks in MX Market6.7%
10% least volatile stocks in MX Market2.7%

Stable Share Price: INVEX A's share price has been volatile over the past 3 months compared to the MX market.

Volatility Over Time: Insufficient data to determine INVEX A's volatility change over the past year.

About the Company

FoundedEmployeesCEOWebsite
19912,344Juan Guichard Michelinvexcontroladora.com

INVEX Controladora, S.A.B. de C.V. provides financial products and services to individual and business customers in Mexico and internationally. It offers money market and capital market products, investment funds, and personal retirement plans; currency exchange services; trust services; and pure and financial leasing services. The company also provides factoring services; currencies and derivatives; institutional investments; treasury management products; and bank financing services, as well as debit and credit cards.

INVEX Controladora, S.A.B. de C.V. Fundamentals Summary

How do INVEX Controladora. de's earnings and revenue compare to its market cap?
INVEX A fundamental statistics
Market capMex$13.54b
Earnings (TTM)Mex$1.48b
Revenue (TTM)Mex$8.61b

9.1x

P/E Ratio

1.6x

P/S Ratio

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
INVEX A income statement (TTM)
RevenueMex$8.61b
Cost of RevenueMex$6.89b
Gross ProfitMex$1.72b
Other ExpensesMex$241.46m
EarningsMex$1.48b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)9.09
Gross Margin20.02%
Net Profit Margin17.21%
Debt/Equity Ratio51.2%

How did INVEX A perform over the long term?

See historical performance and comparison

Dividends

0.6%

Current Dividend Yield

6%

Payout Ratio

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/30 13:01
End of Day Share Price 2025/01/16 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

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 here.

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 .

Analyst Sources

INVEX Controladora, S.A.B. de C.V. is covered by 2 analysts. 2 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Carlos Alcaraz PinedaApalache Análisis
Martín LaraMiranda Global Research