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POCHTECB.MX$6.18+2.15%
Fair $6.18+0.0%

POCHTECB.MX

Grupo Pochteca, S.A.B. de C.V.

Basic Materials / Specialty ChemicalsMexico

$6.18

+0.13 (+2.15%)

Fairly Valued+0.0%Fair Value $6.18Fund rank 19/100 · Data gapFallback financials|
SA 15/F
F-Score: 2/9
High DebtLow 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 35% · confianza 10%

FCF escenarios

weak_data · normalized FCF $-243.9M · quality 18.0/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 17/100Data 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

15/100

F

Piotroski

2/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 2unknown: 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. Debt-to-Equity ratio is 4.90, above the 2.0 threshold ROE is -70.0%, below the 5% threshold
Thesis & Journal · POCHTECB.MXLocal privado en este navegador · Grupo Pochteca, 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

$807M

P/E

N/A

•

EV/EBITDA

31.7x

↑

ROE

-70.0%

↓

Gross Margin

19.8%

↑

Debt/Equity

4.90

↑
52-Week Range$6
$6$6

TradingView lightweight chart

POCHTECB.MX price, volumen y niveles de valoración

Último $6.180Periodo -8.0%
Fair value: $6.180

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

-7.2%

FCF CAGR

—

FCF margin

-3.4%

FCF / Net income

0.78x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $8.33B · net income $-357.9M · FCF $-279.3M

2022-FY → 2025-FY

Gross margin

19.8%-0.1% pts

Operating margin

-1.5%-6.8% pts

Net margin

-4.3%-6.5% pts

FCF margin

-3.4%-3.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$8.33B$8.33B$8.29B$8.53B$10.44B
Net Income$-357.9M$-357.9M$-252.6M$-282.1M$233.2M
EBITDA$99.6M$99.6M$57.7M$175.4M$798.2M
EPS-2.74-2.74-1.94-2.161.79
Gross Margin19.8%19.8%22.0%18.2%19.9%
Operating Margin-1.5%-1.5%1.1%-1.5%5.2%
Net Margin-4.3%-4.3%-3.0%-3.3%2.2%
Balance Sheet
Debt/Equity4.904.902.531.661.36
Current Ratio1.101.10———
Cash Flow
Free Cash Flow$-279.3M$-279.3M$-243.9M$355.1M$-24.0M
Returns
ROE-70.0%-70.0%-27.6%-25.4%15.6%
Valuation
P/E————4.76
EV/EBITDA31.7031.7048.4215.173.66
P/B1.581.580.880.880.74
Growth & Yield
Revenue Growth0.5%0.5%-2.8%-18.3%—
EPS Growth-41.7%-41.7%10.5%-220.9%—

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

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

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 +2.5%

Total return

+2.5%

Start / end P/E

n/dx → n/dx

EPS bridge

-1.94 → -2.74

Residual

+2.5%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+2.5%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

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.