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
Valuation	1/6
Future Growth	2/6
Past Performance	5/6
Financial Health	4/6
Dividends	0/6

Rewards

Price-To-Earnings ratio (9.1x) is below the MX market (11.6x)

Revenue is forecast to grow 25.2% per year

Earnings grew by 29.1% over the past year

Risk Analysis

Shares are highly illiquid

My Notes

Capture your thoughts, links and company narrative

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

Grupo Financiero Multiva. de

BMV:GFMULTI O

Mex$5.4b

Corporativo GBM. de

BMV:GBM O

Mex$16.2b

Value Grupo Financiero. de

BMV:VALUEGF O

Mex$14.9b

Corporación Actinver S. A. B. de C. V

BMV:ACTINVR B

Mex$9.2b

Price History & Performance

Summary of share price highs, lows and changes for INVEX Controladora. de
Historical stock prices
Current Share Price	Mex$83.00
52 Week High	Mex$83.00
52 Week Low	Mex$78.00
Beta	0.0028
1 Month Change	0%
3 Month Change	n/a
1 Year Change	1.22%
3 Year Change	13.70%
5 Year Change	16.90%
Change since IPO	637.78%

Recent updates

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

Feb 04

Shareholder Returns

	INVEX A	MX Diversified Financial	MX Market
7D	0%	0.6%	-1.0%
1Y	1.2%	10.6%	-15.8%

Return vs Industry: INVEX A underperformed the MX Diversified Financial industry which returned 9.7% over the past year.

Return vs Market: INVEX A exceeded the MX Market which returned -14.9% over the past year.

Price Volatility

Is INVEX A's price volatile compared to industry and market?
INVEX A volatility
INVEX A Average Weekly Movement	n/a
Diversified Financial Industry Average Movement	4.1%
Market Average Movement	4.1%
10% most volatile stocks in MX Market	6.0%
10% least volatile stocks in MX Market	2.7%

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

Founded	Employees	CEO	Website
1991	2,344	Juan Guichard Michel	invexcontroladora.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 cap	Mex$13.54b
Earnings (TTM)	Mex$1.48b
Revenue (TTM)	Mex$8.61b

9.1x

P/E Ratio

1.6x

P/S Ratio

Is INVEX A overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
INVEX A income statement (TTM)
Revenue	Mex$8.61b
Cost of Revenue	Mex$6.89b
Gross Profit	Mex$1.72b
Other Expenses	Mex$241.46m
Earnings	Mex$1.48b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	9.09
Gross Margin	20.02%
Net Profit Margin	17.21%
Debt/Equity Ratio	51.2%

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

Data	Last Updated (UTC time)
Company Analysis	2024/12/30 02:44
End of Day Share Price	2024/12/26 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

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.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* 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.

Analyst	Institution
Carlos Alcaraz Pineda	Apalache Análisis
Martín Lara	Miranda Global Research