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v0.1
VINTE.MX$34.54+0.00%
Fair $34.54+0.0%

VINTE.MX

Vinte Viviendas Integrales, S.A.B. de C.V.

Real Estate / Real Estate - DevelopmentMexico

$34.54

+0.00 (+0.00%)

Fairly Valued+0.0%Fair Value $34.54Fund rank 23/100 · Data gapFallback financials|
SA 57/C
F-Score: 7/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 36.0/100

Data gap 23/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 22/100Data 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

57/100

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: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Sector-specific NAV/AFFO model required: REIT/real-estate targets are disabled until FFO/AFFO/NAV/cap-rate data exists. REIT NAV/AFFO valuation requires positive AFFO/share history or TTM AFFO/share; generic FCF remains disabled.
Thesis & Journal · VINTE.MXLocal privado en este navegador · Vinte Viviendas Integrales, 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

$9.5B

P/E

6.4x

↓

EV/EBITDA

6.9x

↓

ROE

18.1%

↑

Gross Margin

30.2%

↓

Debt/Equity

1.20

↑
52-Week Range$35
$29$36

TradingView lightweight chart

VINTE.MX price, volumen y niveles de valoración

Último $34.54Periodo +31.4%
Fair value: $34.54

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

+53.4%

FCF CAGR

-20.8%

FCF margin

1.1%

FCF / Net income

0.12x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $15.72B · net income $1.43B · FCF $179.0M

2022-FY → 2025-FY

Gross margin

30.2%+2.8% pts

Operating margin

14.2%+1.9% pts

Net margin

9.1%-0.1% pts

FCF margin

1.1%-7.1% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$15.72B$15.72B$5.29B$4.82B$4.36B
Net Income$1.43B$1.43B$401.9M$428.8M$401.5M
EBITDA$2.50B$2.50B$823.5M$760.8M$717.5M
EPS5.135.131.771.981.86
Gross Margin30.2%30.2%27.4%27.3%27.3%
Operating Margin14.2%14.2%11.7%11.7%12.3%
Net Margin9.1%9.1%7.6%8.9%9.2%
Balance Sheet
Debt/Equity1.201.201.300.870.64
Current Ratio2.792.79———
Cash Flow
Free Cash Flow$179.0M$179.0M$-312.0M$59.4M$360.4M
Returns
ROE18.1%18.1%6.0%9.1%9.0%
Valuation
P/E6.406.4017.5115.6116.99
EV/EBITDA6.916.9117.2812.3412.67
P/B1.221.221.041.421.53
Growth & Yield
Revenue Growth197.3%197.3%9.7%10.6%—
EPS Growth189.8%189.8%-10.6%6.5%—
Dividend Yield2.6%2.6%———

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

-15.8%

fácil

EPS terminal req.

$3.06

Spread vs growth

205.6%

5Y implied EPS CAGR

-6.3%

fácil

EPS terminal req.

$3.71

Spread vs growth

196.1%

10Y implied EPS CAGR

1.5%

fácil

EPS terminal req.

$5.97

Spread vs growth

188.3%

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 +14.0%

Total return

+14.0%

Start / end P/E

17.5x → 6.7x

EPS bridge

1.77 → 5.13

Residual

-116.9%

EPS growth+189.8%
Multiple rerating-61.6%
Dividend+2.6%
Residual / FX / buybacks / cross-term-116.9%

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.