StockAnalyzer

Financial Analysis

DashboardSectorsComparablesScreenerUniverseMicrocapsAI 2nd OrderTheme MapEnergy & MaterialsMacroWatchlistCompareMi CarteraPortfolio

Recent

v0.1
GMEXICOB.MX$218.93+2.17%
Fair $218.93+0.0%

GMEXICOB.MX

Grupo México, S.A.B. de C.V.

Basic Materials / Other Industrial Metals & MiningMexico

$218.93

+4.64 (+2.17%)

Fairly Valued+0.0%Fair Value $218.93Fund rank 38/100 · Data gapFallback financials|
SA 60/B
F-Score: 6/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 22% · confianza 25%

FCF escenarios

weak_data · normalized FCF $4.2B · quality 79.7/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 90/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

60/100

B

Piotroski

6/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific commodity mid-cycle model required: targets are disabled until normalized cycle price/cost-curve/reserve data exists.
Thesis & Journal · GMEXICOB.MXLocal privado en este navegador · Grupo México, S.A.B. de C.V.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$1.70T

P/E

17.8x

↑

EV/EBITDA

162.5x

↑

ROE

21.2%

↑

Gross Margin

49.6%

↑

Debt/Equity

0.45

↑
52-Week Range$219
$103$221

TradingView lightweight chart

GMEXICOB.MX price, volumen y niveles de valoración

Último $218.93Periodo +4446.0%
Fair value: $218.93

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+9.4%

FCF CAGR

+6.5%

FCF margin

21.0%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $18.18B · net income $4.92B · FCF $3.82B

2022-FY → 2025-FY

Gross margin

49.6%+4.6% pts

Operating margin

47.5%+4.6% pts

Net margin

27.1%+4.4% pts

FCF margin

21.0%-1.8% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$18.18B$18.18B$16.17B$14.37B$13.87B
Net Income$4.92B$4.92B$3.62B$3.37B$3.15B
EBITDA$10.45B$10.45B$8.66B$7.47B$7.23B
EPS0.650.650.460.430.40
Gross Margin49.6%49.6%44.6%43.1%45.0%
Operating Margin47.5%47.5%42.5%40.8%42.9%
Net Margin27.1%27.1%22.4%23.5%22.7%
Balance Sheet
Debt/Equity0.450.450.440.490.50
Current Ratio5.585.58———
Cash Flow
Free Cash Flow$3.82B$3.82B$4.24B$4.15B$3.16B
Returns
ROE21.2%21.2%17.6%17.8%18.3%
Valuation
P/E17.8017.80212.00211.63194.20
EV/EBITDA162.54162.5487.9295.4484.06
P/B73.2573.2536.9937.4635.07
Growth & Yield
Revenue Growth12.4%12.4%12.5%3.6%—
EPS Growth41.3%41.3%7.0%7.5%—
Dividend Yield3.1%3.1%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

210.3%

muy exigente

EPS terminal req.

$19.43

Spread vs growth

-169.0%

5Y implied EPS CAGR

105.0%

muy exigente

EPS terminal req.

$23.51

Spread vs growth

-63.6%

10Y implied EPS CAGR

50.1%

muy exigente

EPS terminal req.

$37.86

Spread vs growth

-8.8%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +103.4%

Total return

+103.4%

Start / end P/E

237.6x → 336.8x

EPS bridge

0.46 → 0.65

Residual

+17.3%

EPS growth+41.3%
Multiple rerating+41.8%
Dividend+3.1%
Residual / FX / buybacks / cross-term+17.3%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.