How does BIMBO A's PE Ratio compare to its peers?

BIMBO A is expensive based on its Price-To-Earnings Ratio (18.7x) compared to the peer average (14.8x).

How does BIMBO A's PE Ratio compare vs other companies in the South American Food Industry?

BIMBO A is expensive based on its Price-To-Earnings Ratio (18.7x) compared to the South American Food industry average (10.4x).

What is BIMBO A's PE Ratio compared to its Fair PE Ratio? This is the expected PE Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

BIMBO A is expensive based on its Price-To-Earnings Ratio (18.7x) compared to the estimated Fair Price-To-Earnings Ratio (15.9x).

What is the Fair Price of BIMBO A when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

BIMBO A (MX$54.74) is trading below our estimate of [[fair value]] (MX$63.3)

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

Target price is more than 20% higher than the current share price, but analysts are not within a statistically confident range of agreement.

BIMBO A Stock Overview

Produces, distributes, and sells various bakery products. More details

BIMBO A fundamental analysis
Snowflake Score
Valuation	1/6
Future Growth	0/6
Past Performance	2/6
Financial Health	3/6
Dividends	2/6

Rewards

Trading at 13.5% below our estimate of its fair value

Risk Analysis

Has a high level of debt

Profit margins (3.2%) are lower than last year (6.7%)

Community Narratives

Create a narrative

Narratives bring a range of perspectives from our community.

Analyst Price Target

Consensus Narrative from 12 Analysts

Efficiency Improvements And South American Acquisitions Will Expand Future Market Access

Key Takeaways Strategic acquisitions in South America and EAA are enhancing market access and driving revenue growth and margin expansion. Efficiency improvements, including closing older bakeries, are optimizing costs and boosting profitability via record EBITDA margins aided by favorable commodity costs.

View narrative

Mex$70.18

22.0% undervalued

5.27%

Revenue growth p.a.

1 day ago

My Notes

Capture your thoughts, links and company narrative

Grupo Bimbo, S.A.B. de C.V. Competitors

Gruma. de

BMV:GRUMA B

Mex$129.0b

Grupo Herdez. de

BMV:HERDEZ *

Mex$18.0b

Accel. de

BMV:ACCELSA B

Mex$4.3b

Grupo Minsa. de

BMV:MINSA B

Mex$3.3b

Price History & Performance

Summary of share price highs, lows and changes for Grupo Bimbo. de
Historical stock prices
Current Share Price	Mex$54.84
52 Week High	Mex$83.07
52 Week Low	Mex$49.30
Beta	0.19
1 Month Change	-0.72%
3 Month Change	-10.79%
1 Year Change	-30.17%
3 Year Change	-9.97%
5 Year Change	65.28%
Change since IPO	2,480.71%

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Trailing The Market But Its Shares Aren't

Jan 23

Slowing Rates Of Return At Grupo Bimbo. de (BMV:BIMBOA) Leave Little Room For Excitement

Jan 05

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

Nov 23

Recent updates

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Trailing The Market But Its Shares Aren't

Jan 23

Slowing Rates Of Return At Grupo Bimbo. de (BMV:BIMBOA) Leave Little Room For Excitement

Jan 05

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

Nov 23

Return Trends At Grupo Bimbo. de (BMV:BIMBOA) Aren't Appealing

Oct 03

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Yet to Catch Up With Its Share Price

Sep 11

Some May Be Optimistic About Grupo Bimbo. de's (BMV:BIMBOA) Earnings

Jul 31

Analysts Have Made A Financial Statement On Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Second-Quarter Report

Jul 28

Is Grupo Bimbo. de (BMV:BIMBOA) Using Too Much Debt?

Jun 27

Grupo Bimbo. de (BMV:BIMBOA) Shareholders Will Want The ROCE Trajectory To Continue

Jun 09

Grupo Bimbo. de (BMV:BIMBOA) Is Increasing Its Dividend To MX$0.94

May 04

Here's What Analysts Are Forecasting For Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) After Its First-Quarter Results

Apr 26

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

Apr 20

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Intrinsic Value Is Potentially 56% Above Its Share Price

Mar 30

Grupo Bimbo, S.A.B. de C.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Feb 23

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

Feb 13

Shareholder Returns

	BIMBO A	MX Food	MX Market
7D	1.8%	1.5%	0.1%
1Y	-30.2%	13.4%	-11.2%

Return vs Industry: BIMBO A underperformed the MX Food industry which returned 13.4% over the past year.

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

Price Volatility

Is BIMBO A's price volatile compared to industry and market?
BIMBO A volatility
BIMBO A Average Weekly Movement	3.7%
Food Industry Average Movement	5.2%
Market Average Movement	4.0%
10% most volatile stocks in MX Market	6.7%
10% least volatile stocks in MX Market	2.7%

Stable Share Price: BIMBO A has not had significant price volatility in the past 3 months compared to the MX market.

Volatility Over Time: BIMBO A's weekly volatility (4%) has been stable over the past year.

About the Company

Founded	Employees	CEO	Website
1945	152,253	Rafael Pamias Romero	grupobimbo.com/es

Grupo Bimbo, S.A.B. de C.V., together with its subsidiaries, produces, distributes, and sells various bakery products. It offers sliced bread, buns and rolls, pastries, cakes, cookies, toast, English muffins, bagels, tortillas and flatbreads, and salty snacks. The company provides its products under various brands.

Grupo Bimbo, S.A.B. de C.V. Fundamentals Summary

How do Grupo Bimbo. de's earnings and revenue compare to its market cap?
BIMBO A fundamental statistics
Market cap	Mex$235.23b
Earnings (TTM)	Mex$12.68b
Revenue (TTM)	Mex$399.73b

18.7x

P/E Ratio

0.6x

P/S Ratio

Is BIMBO A overvalued?

See Fair Value and valuation analysis

Earnings & Revenue

Key profitability statistics from the latest earnings report (TTM)
BIMBO A income statement (TTM)
Revenue	Mex$399.73b
Cost of Revenue	Mex$189.03b
Gross Profit	Mex$210.70b
Other Expenses	Mex$198.02b
Earnings	Mex$12.68b

Last Reported Earnings

Sep 30, 2024

Next Earnings Date

n/a

Earnings per share (EPS)	2.93
Gross Margin	52.71%
Net Profit Margin	3.17%
Debt/Equity Ratio	114.8%

How did BIMBO A perform over the long term?

See historical performance and comparison

Dividends

1.7%

Current Dividend Yield

32%

Payout Ratio

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/30 22:44
End of Day Share Price	2025/01/30 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

Grupo Bimbo, S.A.B. de C.V. is covered by 26 analysts. 10 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
Antonio Hernandez Velez Leija	Actinver Case de Bolsa, S.A. de C.V.
null null	Agora Senior
Benjamin Theurer	Barclays

BIMBO A Stock Overview

Rewards

Risk Analysis

Efficiency Improvements And South American Acquisitions Will Expand Future Market Access

Grupo Bimbo, S.A.B. de C.V. Competitors

BMV:GRUMA B

Mex$129.0b

BMV:HERDEZ *

Mex$18.0b

BMV:ACCELSA B

Mex$4.3b

BMV:MINSA B

Mex$3.3b

Price History & Performance

Recent News & Updates

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Trailing The Market But Its Shares Aren't

Now 21% undervalued after recent price drop

Slowing Rates Of Return At Grupo Bimbo. de (BMV:BIMBOA) Leave Little Room For Excitement

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

New minor risk - Profit margin trend

Recent updates

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Trailing The Market But Its Shares Aren't

Now 21% undervalued after recent price drop

Slowing Rates Of Return At Grupo Bimbo. de (BMV:BIMBOA) Leave Little Room For Excitement

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

New minor risk - Profit margin trend

Third quarter 2024 earnings: EPS misses analyst expectations

Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) agreed to acquire DON DON d.o.o. Metlika.

Grupo Bimbo, S.A.B. de C.V. to Report Q3, 2024 Results on Oct 29, 2024

Return Trends At Grupo Bimbo. de (BMV:BIMBOA) Aren't Appealing

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Business Is Yet to Catch Up With Its Share Price

Some May Be Optimistic About Grupo Bimbo. de's (BMV:BIMBOA) Earnings

Analysts Have Made A Financial Statement On Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Second-Quarter Report

New minor risk - Financial position

Second quarter 2024 earnings released: EPS: Mex$0.76 (vs Mex$0.89 in 2Q 2023)

Is Grupo Bimbo. de (BMV:BIMBOA) Using Too Much Debt?

Grupo Bimbo, S.A.B. de C.V. to Report Q2, 2024 Results on Jul 24, 2024

Grupo Bimbo. de (BMV:BIMBOA) Shareholders Will Want The ROCE Trajectory To Continue

New minor risk - Share price stability

Grupo Bimbo. de (BMV:BIMBOA) Is Increasing Its Dividend To MX$0.94

Dividend of Mex$0.94 announced

Here's What Analysts Are Forecasting For Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBOA) After Its First-Quarter Results

First quarter 2024 earnings released

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

Grupo Bimbo, S.A.B. de C.V.'s (BMV:BIMBOA) Intrinsic Value Is Potentially 56% Above Its Share Price

Grupo Bimbo, S.A.B. de C.V. to Report Q1, 2024 Results on Apr 22, 2024

Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) agreed to acquire Bostock Brothers Limited for NZD 35.3 million.

Consensus EPS estimates fall by 12%

New minor risk - Financial position

Grupo Bimbo, S.A.B. de C.V. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Full year 2023 earnings: EPS and revenues miss analyst expectations

Grupo Bimbo. de (BMV:BIMBOA) Takes On Some Risk With Its Use Of Debt

Grupo Bimbo, S.A.B. de C.V. to Report Q4, 2023 Results on Feb 19, 2024

Investor sentiment improves as stock rises 17%

Third quarter 2023 earnings: EPS and revenues miss analyst expectations

Grupo Bimbo, S.A.B. de C.V. to Report Q3, 2023 Results on Oct 26, 2023

New major risk - Revenue and earnings growth

Second quarter 2023 earnings released: EPS: Mex$0.89 (vs Mex$1.28 in 2Q 2022)

Now 21% undervalued after recent price drop

Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) acquired unknown minority stake in Zero Carb Company B.V.

Now 20% undervalued after recent price drop

Grupo Bimbo, S.A.B. de C.V. to Report Q2, 2023 Results on Jul 25, 2023

Upcoming dividend of Mex$0.78 per share at 0.7% yield

First quarter 2023 earnings: EPS and revenues exceed analyst expectations

Full year 2022 earnings released: EPS: Mex$6.75 (vs Mex$3.55 in FY 2021)

Grupo Bimbo, S.A.B. de C.V. to Report Q4, 2022 Results on Feb 22, 2023

Mondelez International, Inc. (NasdaqGS:MDLZ) completed the acquisition of Confectionery Business from Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A).

Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) acquired an unknown minority stake in St Pierre Groupe from BGF Investment Management Ltd.

Third quarter 2022 earnings: EPS and revenues exceed analyst expectations

Now 20% undervalued

Aperitivos y Extrusionados, S.A. acquired Pop Up popcorn brand from Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A).

Grupo Bimbo, S.A.B. de C.V. to Report Q3, 2022 Results on Oct 27, 2022

Price target increased to Mex$76.79

Second quarter 2022 earnings: EPS exceeds analyst expectations while revenues lag behind

Grupo Bimbo, S.A.B. de C.V. to Report Q2, 2022 Results on Jul 21, 2022

Upcoming dividend of Mex$0.65 per share

Investor sentiment improved over the past week

First quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behind

Mondelez International, Inc. (NasdaqGS:MDLZ) entered into an agreement to acquire Confectionery Business from Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) for approximately $1.3 billion.

Mondelez International, Inc. (NasdaqGS:MDLZ) entered into an agreement to acquire Confectionery Business from Grupo Bimbo, S.A.B. de C.V. (BMV:BIMBO A) for approximately $1.3 billion.