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

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

INVEXA.MX

(2.5)
Stock Price

82,00 MXN

0.58% ROA

9.31% ROE

13.09x PER

Market Cap.

13.374.528.000,00 MXN

67.73% DER

0.59% Yield

15.31% NPM

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

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

Fundamental analysis in stock investing is like studying the foundation of a house before buying it. It involves looking at a company's financial health, like its earnings, assets, and debts, to determine if it's a good investment based on its fundamental strength and potential for growth.

INVEX Controladora, S.A.B. de C.V. Fundamental Stock Analysis
# Analysis Rating
1 Assets Growth

Over the past five years, this company's revenue has consistently increased, demonstrating a robust financial performance that makes it an appealing opportunity.

2 ROE

The stock's ROE falls within an average range (8.44%), demonstrating satisfactory profitability and efficiency in utilizing shareholders' equity.

3 ROA

The stock's ROA (0.58%) indicates that it's doing well in making money from the things it owns. This makes it a good option to invest and make consistent profits.

4 PBV

The stock's PBV ratio (1.02x) indicates a justifiable valuation, presenting a compelling choice for investors seeking reasonable returns.

5 DER

The stock has a reasonable amount of debt compared to its ownership (68%), suggesting a balanced financial position and a moderate level of risk.

6 Graham Number

The Graham number analysis indicates that this company's stock price is likely undervalued, raising prospects for a favorable investment opportunity.

7 Dividend Growth

Investors can take confidence in the company's impressive track record of annual dividend growth over the last three years, showcasing a commitment to providing higher returns.

8 Dividend

The company's consistent dividend payments over the past three years indicate a strong commitment to delivering returns to investors.

9 Buffet Intrinsic Value

The company's stock seems undervalued (620) by Warren Buffett's formula, indicating a promising investment opportunity as its intrinsic value exceeds the market price.

10 Revenue Growth

Company's revenue has stayed stagnant, showing no signs of improvement and making it a less favorable choice.

11 Net Profit Growth

This company's net profit has remained flat over the past five years, suggesting a lack of growth and making it a less attractive investment opportunity.

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

Technical analysis in stock investing is like reading the patterns on a weather map to predict future weather conditions. It involves studying past stock price movements and trading volumes to make predictions about where a stock's price might go next, without necessarily looking at the company's financial health.

INVEX Controladora, S.A.B. de C.V. Technical Stock Analysis
# Analysis Recommendation
1 Awesome Oscillator Hold
2 MACD Sell
3 RSI Buy
4 Stoch RSI Sell

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

Financial Statements

Financial statements are like report cards for companies. They show how much money a company makes (income statement), what it owns and owes (balance sheet), and where it spends its money (cash flow statement), helping stock investors understand if a company is healthy and worth investing in.

Income Statements

An income statement for a company is like a scoreboard for its profits and losses. It shows how much money the company made (revenue) and how much it spent to make that money (expenses), helping stock investors see if a company is making a profit or not.

Revenue in stock investing is the total amount of money a company earns from its sales, and it's a key factor that investors consider to assess a company's financial performance and growth potential.

INVEX Controladora, S.A.B. de C.V. Revenue
Year Revenue Growth
2002 19.745.000
2003 384.563.000 94.87%
2004 146.661.000 -162.21%
2005 526.000.000 72.12%
2006 1.682.000.000 68.73%
2007 1.424.000.000 -18.12%
2008 1.327.000.000 -7.31%
2009 1.033.000.000 -28.46%
2010 919.000.000 -12.4%
2011 1.430.000.000 35.73%
2012 1.585.000.000 9.78%
2013 2.148.000.000 26.21%
2014 2.819.000.000 23.8%
2015 2.715.000.000 -3.83%
2016 3.187.000.000 14.81%
2017 4.538.000.000 29.77%
2018 4.343.000.000 -4.49%
2019 6.635.000.000 34.54%
2020 5.153.000.000 -28.76%
2021 5.597.000.000 7.93%
2022 6.829.000.000 18.04%
2023 6.514.275.388 -4.83%

Research and Development Expenses are the costs a company incurs to create and improve its products or services, which can be important for investors to evaluate a company's innovation and potential for future growth.

INVEX Controladora, S.A.B. de C.V. Research and Development Expenses
Year Research and Development Expenses Growth
2002 0
2003 0 0%
2004 0 0%
2005 0 0%
2006 0 0%
2007 0 0%
2008 0 0%
2009 0 0%
2010 0 0%
2011 0 0%
2012 0 0%
2013 0 0%
2014 0 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2020 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

General and Administrative Expenses are the costs a company incurs to run its day-to-day operations, such as office rent, salaries, and utilities, which investors consider to understand a company's overall efficiency and management effectiveness.

INVEX Controladora, S.A.B. de C.V. General and Administrative Expenses
Year General and Administrative Expenses Growth
2002 275.581.000
2003 321.819.000 14.37%
2004 412.099.000 21.91%
2005 0 0%
2006 1.228.000.000 100%
2007 0 0%
2008 0 0%
2009 0 0%
2010 823.000.000 100%
2011 879.000.000 6.37%
2012 1.170.000.000 24.87%
2013 1.389.000.000 15.77%
2014 2.052.000.000 32.31%
2015 1.870.000.000 -9.73%
2016 2.090.000.000 10.53%
2017 2.608.000.000 19.86%
2018 2.787.000.000 6.42%
2019 4.770.000.000 41.57%
2020 3.574.000.000 -33.46%
2021 3.513.000.000 -1.74%
2022 3.987.000.000 11.89%
2023 4.774.024.132 16.49%

EBITDA stands for Earnings Before Interest, Taxes, Depreciation, and Amortization. It is a measure that helps stock investors analyze a company's profitability by looking at its earnings without considering certain expenses. This helps to get a clearer picture of the company's financial performance and its ability to generate cash flow.

INVEX Controladora, S.A.B. de C.V. EBITDA
Year EBITDA Growth
2002 53.641.000
2003 218.962.000 75.5%
2004 244.660.000 10.5%
2005 263.000.000 6.97%
2006 385.000.000 31.69%
2007 31.000.000 -1141.94%
2008 -64.000.000 148.44%
2009 431.000.000 114.85%
2010 277.000.000 -55.6%
2011 360.000.000 23.06%
2012 893.000.000 59.69%
2013 485.000.000 -84.12%
2014 387.000.000 -25.32%
2015 455.000.000 14.95%
2016 759.000.000 40.05%
2017 1.278.000.000 40.61%
2018 1.022.000.000 -25.05%
2019 1.166.000.000 12.35%
2020 809.000.000 -44.13%
2021 1.718.000.000 52.91%
2022 1.947.000.000 11.76%
2023 1.572.873.504 -23.79%

Gross profit is the money a company makes from selling its products or services after subtracting the cost of producing or providing them, and it is an important measure for investors to understand a company's profitability.

INVEX Controladora, S.A.B. de C.V. Gross Profit
Year Gross Profit Growth
2002 19.745.000
2003 384.563.000 94.87%
2004 146.661.000 -162.21%
2005 526.000.000 72.12%
2006 1.682.000.000 68.73%
2007 1.424.000.000 -18.12%
2008 1.327.000.000 -7.31%
2009 1.033.000.000 -28.46%
2010 919.000.000 -12.4%
2011 1.430.000.000 35.73%
2012 1.585.000.000 9.78%
2013 2.148.000.000 26.21%
2014 2.819.000.000 23.8%
2015 2.715.000.000 -3.83%
2016 3.187.000.000 14.81%
2017 4.538.000.000 29.77%
2018 4.343.000.000 -4.49%
2019 6.635.000.000 34.54%
2020 5.153.000.000 -28.76%
2021 5.597.000.000 7.93%
2022 6.829.000.000 18.04%
2023 6.514.275.388 -4.83%

Net income in stock investing is like the money a company actually gets to keep as profit after paying all its bills, and it's an important measure to understand how well a company is doing financially.

INVEX Controladora, S.A.B. de C.V. Net Profit
Year Net Profit Growth
2002 16.749.000
2003 169.402.000 90.11%
2004 174.211.000 2.76%
2005 122.000.000 -42.8%
2006 278.000.000 56.12%
2007 205.000.000 -35.61%
2008 11.000.000 -1763.64%
2009 262.000.000 95.8%
2010 190.000.000 -37.89%
2011 252.000.000 24.6%
2012 771.000.000 67.32%
2013 401.000.000 -92.27%
2014 375.000.000 -6.93%
2015 361.000.000 -3.88%
2016 541.000.000 33.27%
2017 793.000.000 31.78%
2018 604.000.000 -31.29%
2019 804.000.000 24.88%
2020 564.000.000 -42.55%
2021 1.218.000.000 53.69%
2022 1.360.000.000 10.44%
2023 754.730.536 -80.2%

EPS, or earnings per share, is a measure that shows how much profit a company has earned for each outstanding share of its stock, and it is important for stock investors as it helps understand the profitability of a company and compare it with other companies in the market.

INVEX Controladora, S.A.B. de C.V. Earning per Share (EPS)
Year Earning per Share (EPS) Growth
2002 0
2003 1 100%
2004 1 0%
2005 1 0%
2006 2 100%
2007 1 -100%
2008 0 0%
2009 2 100%
2010 1 0%
2011 2 0%
2012 5 75%
2013 2 -100%
2014 2 0%
2015 2 0%
2016 3 33.33%
2017 5 25%
2018 4 -33.33%
2019 5 25%
2020 3 -33.33%
2021 7 57.14%
2022 8 12.5%
2023 5 -100%

Cashflow Statements

Cashflow statements show the movement of money in and out of a company, helping stock investors understand how much money a company makes and spends. By examining cashflow statements, investors can assess if a company is generating enough cash to pay its bills, invest in growth, and provide returns to stockholders.

Free cash flow is the leftover cash that a company generates after covering its operating expenses and capital expenditures, which is important for stock investors as it shows how much money a company has available to invest in growth, pay dividends, or reduce debt.

INVEX Controladora, S.A.B. de C.V. Free Cashflow
Year Free Cashflow Growth
2002 -1.054.816.000
2003 -44.943.000 -2247.01%
2004 320.755.000 114.01%
2005 -306.000.000 204.82%
2006 113.000.000 370.8%
2007 795.000.000 85.79%
2008 97.000.000 -719.59%
2009 -276.000.000 135.14%
2010 49.000.000 663.27%
2011 500.000.000 90.2%
2012 2.281.000.000 78.08%
2013 495.000.000 -360.81%
2014 -1.777.000.000 127.86%
2015 1.433.000.000 224.01%
2016 394.000.000 -263.71%
2017 -1.678.000.000 123.48%
2018 327.000.000 613.15%
2019 -270.000.000 221.11%
2020 1.773.000.000 115.23%
2021 1.122.000.000 -58.02%
2022 -3.929.000.000 128.56%
2023 4.711.339.600 183.39%

Operating cash flow represents the cash generated or consumed by a company's day-to-day operations, excluding external investing or financing activities, and is crucial for stock investors as it shows how much cash a company is generating from its core business operations.

INVEX Controladora, S.A.B. de C.V. Operating Cashflow
Year Operating Cashflow Growth
2002 -1.054.816.000
2003 -44.943.000 -2247.01%
2004 549.612.000 108.18%
2005 -306.000.000 279.61%
2006 182.000.000 268.13%
2007 795.000.000 77.11%
2008 97.000.000 -719.59%
2009 -272.000.000 135.66%
2010 50.000.000 644%
2011 509.000.000 90.18%
2012 2.281.000.000 77.69%
2013 520.000.000 -338.65%
2014 -1.715.000.000 130.32%
2015 1.586.000.000 208.13%
2016 623.000.000 -154.57%
2017 -1.323.000.000 147.09%
2018 401.000.000 429.93%
2019 -213.000.000 288.26%
2020 1.931.000.000 111.03%
2021 1.149.000.000 -68.06%
2022 -3.829.000.000 130.01%
2023 5.007.639.146 176.46%

Capex, short for capital expenditures, refers to the money a company spends on acquiring or upgrading tangible assets like buildings, equipment, or technology, which is important for stock investors as it indicates how much a company is investing in its infrastructure to support future growth and profitability.

INVEX Controladora, S.A.B. de C.V. Capital Expenditure
Year Capital Expenditure Growth
2002 0
2003 0 0%
2004 228.857.000 100%
2005 0 0%
2006 69.000.000 100%
2007 0 0%
2008 0 0%
2009 4.000.000 100%
2010 1.000.000 -300%
2011 9.000.000 88.89%
2012 0 0%
2013 25.000.000 100%
2014 62.000.000 59.68%
2015 153.000.000 59.48%
2016 229.000.000 33.19%
2017 355.000.000 35.49%
2018 74.000.000 -379.73%
2019 57.000.000 -29.82%
2020 158.000.000 63.92%
2021 27.000.000 -485.19%
2022 100.000.000 73%
2023 296.299.546 66.25%

Balance Sheet

Balance sheets provide a snapshot of a company's financial health and its assets (such as cash, inventory, and property) and liabilities (like debts and obligations) at a specific point in time. For stock investors, balance sheets help assess the company's overall worth and evaluate its ability to meet financial obligations and support future growth.

Equity refers to the ownership interest or stake that shareholders have in a company, representing their claim on its assets and earnings after all debts and liabilities are paid.

INVEX Controladora, S.A.B. de C.V. Equity
Year Equity Growth
2002 1.512.101.000
2003 1.657.711.000 8.78%
2004 1.841.548.000 9.98%
2005 2.052.000.000 10.26%
2006 2.354.000.000 12.83%
2007 2.391.000.000 1.55%
2008 2.575.000.000 7.15%
2009 2.860.000.000 9.97%
2010 3.369.000.000 15.11%
2011 3.644.000.000 7.55%
2012 4.028.000.000 9.53%
2013 4.298.000.000 6.28%
2014 4.615.000.000 6.87%
2015 4.979.000.000 7.31%
2016 5.550.000.000 10.29%
2017 6.648.000.000 16.52%
2018 7.848.000.000 15.29%
2019 8.566.000.000 8.38%
2020 9.079.000.000 5.65%
2021 10.412.000.000 12.8%
2022 11.374.000.000 8.46%
2023 12.511.552.780 9.09%

Assets represent the valuable resources that a company owns, such as cash, inventory, property, and equipment, and understanding a company's assets helps investors assess its value and potential for generating future profits.

INVEX Controladora, S.A.B. de C.V. Assets
Year Assets Growth
2002 6.376.328.000
2003 5.744.003.000 -11.01%
2004 7.237.947.000 20.64%
2005 8.614.000.000 15.97%
2006 14.299.000.000 39.76%
2007 13.661.000.000 -4.67%
2008 13.822.000.000 1.16%
2009 26.658.000.000 48.15%
2010 22.756.000.000 -17.15%
2011 39.467.000.000 42.34%
2012 60.375.000.000 34.63%
2013 73.971.000.000 18.38%
2014 78.371.000.000 5.61%
2015 119.153.000.000 34.23%
2016 92.014.000.000 -29.49%
2017 100.683.000.000 8.61%
2018 110.200.000.000 8.64%
2019 100.067.000.000 -10.13%
2020 129.557.000.000 22.76%
2021 165.615.000.000 21.77%
2022 170.946.000.000 3.12%
2023 178.789.180.817 4.39%

Liabilities refer to the financial obligations or debts that a company owes to creditors or external parties, and understanding a company's liabilities is important for investors as it helps assess the company's financial risk and ability to meet its obligations.

INVEX Controladora, S.A.B. de C.V. Liabilities
Year Liabilities Growth
2002 4.864.227.000
2003 4.086.292.000 -19.04%
2004 5.345.483.000 23.56%
2005 6.511.000.000 17.9%
2006 2.010.000.000 -223.93%
2007 11.270.000.000 82.17%
2008 0 0%
2009 23.798.000.000 100%
2010 19.387.000.000 -22.75%
2011 2.329.000.000 -732.42%
2012 56.347.000.000 95.87%
2013 69.673.000.000 19.13%
2014 73.755.000.000 5.53%
2015 114.146.000.000 35.39%
2016 86.412.000.000 -32.1%
2017 93.749.000.000 7.83%
2018 101.344.000.000 7.49%
2019 90.418.000.000 -12.08%
2020 10.187.000.000 -787.58%
2021 11.272.000.000 9.63%
2022 13.638.000.000 17.35%
2023 8.474.271.952 -60.93%

INVEX Controladora, S.A.B. de C.V. Financial Ratio (TTM)

Valuation Metrics

Revenue per Share
43.98
Net Income per Share
6.27
Price to Earning Ratio
13.09x
Price To Sales Ratio
1.86x
POCF Ratio
-6.31
PFCF Ratio
-5.19
Price to Book Ratio
1.07
EV to Sales
1.49
EV Over EBITDA
6.22
EV to Operating CashFlow
-5.05
EV to FreeCashFlow
-4.15
Earnings Yield
0.08
FreeCashFlow Yield
-0.19
Market Cap
13,37 Bil.
Enterprise Value
10,71 Bil.
Graham Number
104
Graham NetNet
217.15

Income Statement Metrics

Net Income per Share
6.27
Income Quality
-1.36
ROE
0.08
Return On Assets
0.01
Return On Capital Employed
0.01
Net Income per EBT
0.66
EBT Per Ebit
1
Ebit per Revenue
0.23
Effective Tax Rate
0.33

Margins

Sales, General, & Administrative to Revenue
0.61
Research & Developement to Revenue
0
Stock Based Compensation to Revenue
0
Gross Profit Margin
1
Operating Profit Margin
0.23
Pretax Profit Margin
0.23
Net Profit Margin
0.15

Dividends

Dividend Yield
0.01
Dividend Yield %
0.59
Payout Ratio
0
Dividend Per Share
0.48

Operating Metrics

Operating Cashflow per Share
-12.99
Free CashFlow per Share
-15.81
Capex to Operating CashFlow
0.22
Capex to Revenue
-0.06
Capex to Depreciation
-2.81
Return on Invested Capital
0.05
Return on Tangible Assets
0.01
Days Sales Outstanding
2222.04
Days Payables Outstanding
0
Days of Inventory on Hand
0
Receivables Turnover
0.16
Payables Turnover
0
Inventory Turnover
0
Capex per Share
-2.82

Balance Sheet

Cash per Share
68,32
Book Value per Share
76,71
Tangible Book Value per Share
1033.88
Shareholders Equity per Share
76.71
Interest Debt per Share
143.13
Debt to Equity
0.68
Debt to Assets
0.05
Net Debt to EBITDA
-1.55
Current Ratio
0
Tangible Asset Value
168,63 Bil.
Net Current Asset Value
46,33 Bil.
Invested Capital
0.68
Working Capital
54,81 Bil.
Intangibles to Total Assets
0.01
Average Receivables
47,40 Bil.
Average Payables
0,00 Bil.
Average Inventory
0
Debt to Market Cap
0.63

Dividends

Dividends in stock investing are like rewards that companies give to their shareholders. They are a portion of the company's profits distributed to investors, typically in the form of cash payments, as a way for them to share in the company's success.

INVEX Controladora, S.A.B. de C.V. Dividends
Year Dividends Growth
2010 0
2011 0 0%
2012 0 0%
2013 1 0%
2015 0 0%
2016 0 0%
2017 0 0%
2018 0 0%
2019 0 0%
2021 0 0%
2022 0 0%
2023 0 0%

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

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

INVEX Controladora, S.A.B. de C.V provides financial products and services to individual and business customers. The company offers money market and capital market products, investment funds, structured products, and personal retirement plans; foreign exchange services; financing services; trust services; and cards. It also provides factoring facilities; currencies and derivatives; leasing services; institutional investments; treasury management products; and corporate cards. The company is based in Mexico City, Mexico.

CEO
Mr. Juan Bautista Guichard Mic
Employee
2.206
Address
Boulevard Manuel Ávila Camacho
Mexico City, 11000

INVEX Controladora, S.A.B. de C.V. Executives & BODs

INVEX Controladora, S.A.B. de C.V. Executives & BODs
# Name Age
1 Mr. Gilles Alain Boud'Hors Leautaud
Director of Investment Funds Operator
70
2 Mr. Patrick Doucet Leautaud
General Director of Operations & Vice Chairman of the Board
70
3 Mr. Francois Jean Pierre Pams Guichard
Director of Heritage Banking & Director
70
4 Mr. Juan Bautista Guichard Michel
Chairman of the Board, President & Chief Executive Officer
70
5 Mr. Luis Enrique Estrada Rivero
Director of Legal & Trust Affairs and Secretary
70
6 Mr. Francisco Javier Barroso Díaz Torre
Executive Vice Chairman
70
7 Mr. Juan María Pedro David Michel
Director of Institutional Banking & Director
70
8 Mr. Roberto Diez de Sollano Díaz
Deputy Director General of Administration and Finance & Director
70
9 Carlos Humberto Pallares Escartin
Compliance Officer
70
10 Esleana Lara Gomez
Director of Human Resource
70

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