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HOTEL.MX$4.75-2.46%
Fair $4.75+0.0%

HOTEL.MX

Grupo Hotelero Santa Fe, S.A.B. de C.V.

Consumer Cyclical / LodgingMexico

$4.75

-0.12 (-2.46%)

Fairly Valued+0.0%Fair Value $4.75Fund rank 38/100 · Data gapFallback financials|
SA 51/C
F-Score: 7/9
Low Profitability

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 $708.1M · quality 81.3/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 91/100Data 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

51/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 1unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. ROE is 3.6%, below the 5% threshold
Thesis & Journal · HOTEL.MXLocal privado en este navegador · Grupo Hotelero Santa Fe, 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

$3.4B

P/E

19.0x

↑

EV/EBITDA

N/A

•

ROE

3.6%

↓

Gross Margin

44.3%

↑

Debt/Equity

0.44

↓
52-Week Range$5
$3$5

TradingView lightweight chart

HOTEL.MX price, volumen y niveles de valoración

Último $4.750Periodo -50.5%
Fair value: $4.750

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

+8.6%

FCF CAGR

+11.6%

FCF margin

20.9%

FCF / Net income

3.53x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $3.40B · net income $200.5M · FCF $708.1M

2022-FY → 2025-FY

Gross margin

44.3%-18.9% pts

Operating margin

16.2%+2.5% pts

Net margin

5.9%-0.2% pts

FCF margin

20.9%+1.6% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$3.40B$3.40B$2.98B$2.96B$2.65B
Net Income$200.5M$200.5M$80.8M$521.8M$162.4M
EBITDA$835.7M$835.7M$434.4M$1.27B$758.7M
EPS0.280.280.110.730.26
Gross Margin44.3%44.3%49.8%50.4%63.2%
Operating Margin16.2%16.2%16.1%14.7%13.7%
Net Margin5.9%5.9%2.7%17.6%6.1%
Balance Sheet
Debt/Equity0.440.440.560.540.69
Current Ratio1.261.26———
Cash Flow
Free Cash Flow$708.1M$708.1M$748.1M$592.0M$510.0M
Returns
ROE3.6%3.6%1.5%10.0%3.0%
Valuation
P/E19.0019.0034.395.4518.27
EV/EBITDA——12.604.308.26
P/B——0.520.550.55
Growth & Yield
Revenue Growth13.8%13.8%0.9%11.6%—
EPS Growth148.0%148.0%-84.5%181.6%—

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

14.4%

razonable

EPS terminal req.

$0.42

Spread vs growth

133.5%

5Y implied EPS CAGR

12.6%

razonable

EPS terminal req.

$0.51

Spread vs growth

135.3%

10Y implied EPS CAGR

11.3%

razonable

EPS terminal req.

$0.82

Spread vs growth

136.7%

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 +21.8%

Total return

+21.8%

Start / end P/E

34.4x → 16.9x

EPS bridge

0.11 → 0.28

Residual

-75.3%

EPS growth+148.0%
Multiple rerating-50.9%
Dividend+0.0%
Residual / FX / buybacks / cross-term-75.3%

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.