25 XP   0   0   10

Casa de Bolsa Finamex S.A.B. de C.V
Buy, Hold or Sell?

Let's analyse Finamex together

PenkeI guess you are interested in Casa de Bolsa Finamex S.A.B. de C.V. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Casa de Bolsa Finamex S.A.B. de C.V. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

Get notifications about Casa de Bolsa Finamex S.A.B. de C.V

I send you an email if I find something interesting about Casa de Bolsa Finamex S.A.B. de C.V.

Quick analysis of Finamex (30 sec.)










What can you expect buying and holding a share of Finamex? (30 sec.)

How much money do you get?

How much money do you get?
₱0.05
When do you have the money?
1 year
How often do you get paid?
43.6%

What is your share worth?

Current worth
₱28.40
Expected worth in 1 year
₱29.54
How sure are you?
71.8%

+ What do you gain per year?

Total Gains per Share
₱1.93
Return On Investment
6.7%

For what price can you sell your share?

Current Price per Share
₱29.00
Expected price per share
₱29.00 - ₱29.00
How sure are you?
50%

1. Valuation of Finamex (5 min.)




Live pricePrice per Share (EOD)

₱29.00

Intrinsic Value Per Share

₱-699.01 - ₱-837.85

Total Value Per Share

₱-670.62 - ₱-809.45

2. Growth of Finamex (5 min.)




Is Finamex growing?

Current yearPrevious yearGrowGrow %
How rich?$108.7m$102.4m$3.8m3.6%

How much money is Finamex making?

Current yearPrevious yearGrowGrow %
Making money$2.2m$1.2m$996.1k44.3%
Net Profit Margin15.7%11.0%--

How much money comes from the company's main activities?

3. Financial Health of Finamex (5 min.)




4. Comparing to competitors in the Capital Markets industry (5 min.)




  Industry Rankings (Capital Markets)  


Richest
#195 / 373

Most Revenue
#213 / 373

Most Profit
#176 / 373

Most Efficient
#145 / 373

What can you expect buying and holding a share of Finamex? (5 min.)

Welcome investor! Finamex's management wants to use your money to grow the business. In return you get a share of Finamex.

What can you expect buying and holding a share of Finamex?

First you should know what it really means to hold a share of Finamex. And how you can make/lose money.

Speculation

The Price per Share of Finamex is ₱29.00. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Finamex.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Finamex, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is ₱28.40. Based on the TTM, the Book Value Change Per Share is ₱0.29 per quarter. Based on the YOY, the Book Value Change Per Share is ₱-0.07 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is ₱0.20 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Finamex.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 % of Price per Share% of Price per Share% of Price per Share% of Price per Share% of Price per Share
Usd Eps0.060.2%0.040.1%0.020.1%0.020.1%0.030.1%
Usd Book Value Change Per Share0.060.2%0.020.1%0.000.0%0.010.0%0.010.0%
Usd Dividend Per Share0.000.0%0.010.0%0.040.1%0.030.1%0.030.1%
Usd Total Gains Per Share0.060.2%0.030.1%0.030.1%0.040.1%0.040.1%
Usd Price Per Share1.75-1.78-1.99-2.08-2.33-
Price to Earnings Ratio7.01--843.22-436.74--29.33--6.48-
Price-to-Total Gains Ratio28.71-24.81-1,384.46-357.26-174.74-
Price to Book Ratio1.02-1.06-1.24-1.35-1.48-
Price-to-Total Gains Ratio28.71-24.81-1,384.46-357.26-174.74-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share1.7516
Number of shares570
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.010.03
Usd Book Value Change Per Share0.020.01
Usd Total Gains Per Share0.030.04
Gains per Quarter (570 shares)16.6521.80
Gains per Year (570 shares)66.5887.19
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
1273957662177
2547912413143164
38111819119764251
410915825826386338
5136197325329107425
6163237392394129512
7190276459460150599
8217315526526172686
9244355593591193773
10272394660657215860

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share3.01.00.075.0%9.03.00.075.0%13.07.00.065.0%30.09.00.076.9%69.09.00.088.5%
Book Value Change Per Share3.01.00.075.0%8.04.00.066.7%12.08.00.060.0%24.015.00.061.5%49.021.08.062.8%
Dividend per Share1.00.03.025.0%6.00.06.050.0%9.00.011.045.0%17.00.022.043.6%17.00.061.021.8%
Total Gains per Share3.01.00.075.0%11.01.00.091.7%15.05.00.075.0%28.011.00.071.8%53.017.08.067.9%

Fundamentals of Finamex

About Casa de Bolsa Finamex S.A.B. de C.V

Casa de Bolsa Finamex S.A.B. de C.V. provides access services to the Mexican securities markets. The company offers financial services to individual, corporate, or professional investors in the Mexican markets of money, capital, derivatives, and foreign exchange with various direct access products and specialized mixtures. It also provides +Pesosinvest for investing money in fixed income instruments; Finamex Trading, a trading platform; asset strategy; investment funds; pensions and savings fund; forwards, futures, swaps, and ETFs; debt financing in the stock market, mezzanine, initial public offering, and private equity funds; issuance of backed bonds, securitization of flows and leasing; and valuation advisory services for investment projects and companies, as well as analysis of tenders. The company was founded in 1974 and is based in Guadalajara, Mexico.

Fundamental data was last updated by Penke on 2024-03-09 10:04:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is inefficient in making profit.
Using its investors money, the company is inefficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
Liquidity Details
 Compared to previous yearCompared to industry
The company is unable to pay all its short-term debts.
The company is just not able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is just able to pay all its debts by selling its assets.
The company is unable to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is underpriced.
Based on the earnings, the company is expensive.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Casa de Bolsa Finamex S.A.B. de C.V.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Finamex earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • A Net Profit Margin of 23.1% means that $0.23 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 23.1%. The company is making a huge profit. +2
  • The TTM is 15.7%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ23.1%TTM15.7%+7.4%
TTM15.7%YOY11.0%+4.7%
TTM15.7%5Y346.9%-331.1%
5Y346.9%10Y178.9%+167.9%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ23.1%10.1%+13.0%
TTM15.7%10.0%+5.7%
YOY11.0%14.3%-3.3%
5Y346.9%13.2%+333.7%
10Y178.9%12.5%+166.4%
1.1.2. Return on Assets

Shows how efficient Finamex is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • 0.1% Return on Assets means that Finamex generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.1%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.0%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.1%TTM0.0%+0.0%
TTM0.0%YOY0.0%+0.0%
TTM0.0%5Y0.0%+0.0%
5Y0.0%10Y0.1%0.0%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ0.1%0.3%-0.2%
TTM0.0%0.3%-0.3%
YOY0.0%0.4%-0.4%
5Y0.0%0.4%-0.4%
10Y0.1%0.4%-0.3%
1.1.3. Return on Equity

Shows how efficient Finamex is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • 3.6% Return on Equity means Finamex generated $0.04 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 3.6%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 2.1%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ3.6%TTM2.1%+1.5%
TTM2.1%YOY1.2%+0.9%
TTM2.1%5Y1.1%+1.0%
5Y1.1%10Y1.7%-0.6%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ3.6%1.4%+2.2%
TTM2.1%1.5%+0.6%
YOY1.2%2.0%-0.8%
5Y1.1%1.9%-0.8%
10Y1.7%2.0%-0.3%

1.2. Operating Efficiency of Casa de Bolsa Finamex S.A.B. de C.V.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Finamex is operating .

  • Measures how much profit Finamex makes for each $1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • An Operating Margin of 0.0% means the company generated $0.00  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY-0.0%
TTM-5Y-0.0%
5Y-10Y-0.0%
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ-15.5%-15.5%
TTM-12.3%-12.3%
YOY-16.4%-16.4%
5Y-8.3%-8.3%
10Y-8.9%-8.9%
1.2.2. Operating Ratio

Measures how efficient Finamex is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Capital Markets industry mean).
  • An Operation Ratio of 0.00 means that the operating costs are $0.00 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.000
TTM-YOY-0.000
TTM-5Y7.607-7.607
5Y7.60710Y4.253+3.354
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ-1.082-1.082
TTM-0.996-0.996
YOY-0.964-0.964
5Y7.6070.918+6.689
10Y4.2530.879+3.374

1.3. Liquidity of Casa de Bolsa Finamex S.A.B. de C.V.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Finamex is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Capital Markets industry mean).
  • A Current Ratio of 0.00 means the company has $0.00 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM0.094-0.094
TTM0.094YOY0.512-0.418
TTM0.0945Y0.494-0.400
5Y0.49410Y0.408+0.086
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ-2.118-2.118
TTM0.0941.674-1.580
YOY0.5121.871-1.359
5Y0.4942.053-1.559
10Y0.4082.044-1.636
1.3.2. Quick Ratio

Measures if Finamex is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • A Quick Ratio of 0.00 means the company can pay off $0.00 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.000. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM0.056-0.056
TTM0.056YOY0.205-0.149
TTM0.0565Y0.158-0.102
5Y0.15810Y0.204-0.046
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ-1.502-1.502
TTM0.0561.260-1.204
YOY0.2051.311-1.106
5Y0.1581.672-1.514
10Y0.2041.590-1.386

1.4. Solvency of Casa de Bolsa Finamex S.A.B. de C.V.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Finamex assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Finamex to Capital Markets industry mean.
  • A Debt to Asset Ratio of 0.99 means that Finamex assets are financed with 98.5% credit (debt) and the remaining percentage (100% - 98.5%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 0.985. The company is just able to pay all its debts by selling its assets.
  • The TTM is 0.984. The company is just able to pay all its debts by selling its assets.
Trends
Current periodCompared to+/- 
MRQ0.985TTM0.984+0.002
TTM0.984YOY0.974+0.009
TTM0.9845Y0.983+0.000
5Y0.98310Y0.976+0.008
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ0.9850.631+0.354
TTM0.9840.616+0.368
YOY0.9740.621+0.353
5Y0.9830.608+0.375
10Y0.9760.590+0.386
1.4.2. Debt to Equity Ratio

Measures if Finamex is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Finamex to the Capital Markets industry mean.
  • A Debt to Equity ratio of 6,769.1% means that company has $67.69 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The MRQ is 67.691. The company is unable to pay all its debts with equity. -1
  • The TTM is 62.120. The company is unable to pay all its debts with equity. -1
Trends
Current periodCompared to+/- 
MRQ67.691TTM62.120+5.570
TTM62.120YOY38.904+23.216
TTM62.1205Y64.669-2.549
5Y64.66910Y48.371+16.298
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
MRQ67.6911.638+66.053
TTM62.1201.549+60.571
YOY38.9041.573+37.331
5Y64.6691.517+63.152
10Y48.3711.664+46.707

2. Market Valuation of Casa de Bolsa Finamex S.A.B. de C.V

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every $1 in earnings Finamex generates.

  • Above 15 is considered overpriced but always compare Finamex to the Capital Markets industry mean.
  • A PE ratio of 7.01 means the investor is paying $7.01 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The EOD is 7.011. Based on the earnings, the company is cheap. +2
  • The MRQ is 7.011. Based on the earnings, the company is cheap. +2
  • The TTM is -843.222. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD7.011MRQ7.0110.000
MRQ7.011TTM-843.222+850.233
TTM-843.222YOY436.745-1,279.966
TTM-843.2225Y-29.330-813.892
5Y-29.33010Y-6.481-22.849
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD7.0117.690-0.679
MRQ7.0117.099-0.088
TTM-843.2226.434-849.656
YOY436.7459.106+427.639
5Y-29.33010.214-39.544
10Y-6.48111.445-17.926
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The EOD is -1.822. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The MRQ is -1.822. Based on how much money comes from the company's main activities, the company is expensive. -2
  • The TTM is 1.317. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD-1.822MRQ-1.8220.000
MRQ-1.822TTM1.317-3.140
TTM1.317YOY1.077+0.241
TTM1.3175Y0.044+1.274
5Y0.04410Y-0.063+0.106
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD-1.822-0.539-1.283
MRQ-1.822-0.524-1.298
TTM1.317-0.185+1.502
YOY1.0770.028+1.049
5Y0.044-0.489+0.533
10Y-0.063-0.228+0.165
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Finamex is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Capital Markets industry mean).
  • A PB ratio of 1.02 means the investor is paying $1.02 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Casa de Bolsa Finamex S.A.B. de C.V:

  • The EOD is 1.021. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.021. Based on the equity, the company is underpriced. +1
  • The TTM is 1.063. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.021MRQ1.0210.000
MRQ1.021TTM1.063-0.042
TTM1.063YOY1.235-0.172
TTM1.0635Y1.354-0.291
5Y1.35410Y1.478-0.123
Compared to industry (Capital Markets)
PeriodCompanyIndustry (mean)+/- 
EOD1.0211.028-0.007
MRQ1.0210.968+0.053
TTM1.0630.953+0.110
YOY1.2351.153+0.082
5Y1.3541.296+0.058
10Y1.4781.459+0.019
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Casa de Bolsa Finamex S.A.B. de C.V compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--1.0100.286+253%-0.068+107%0.156+548%0.133+661%
Book Value Per Share--28.39627.755+2%26.760+6%25.765+10%26.304+8%
Current Ratio---0.094-100%0.512-100%0.494-100%0.408-100%
Debt To Asset Ratio--0.9850.984+0%0.974+1%0.983+0%0.976+1%
Debt To Equity Ratio--67.69162.120+9%38.904+74%64.669+5%48.371+40%
Dividend Per Share---0.197-100%0.592-100%0.477-100%0.574-100%
Eps--1.0340.588+76%0.327+216%0.321+223%0.464+123%
Free Cash Flow Per Share---3.979-2.349-41%-0.116-97%-0.244-94%0.433-1018%
Free Cash Flow To Equity Per Share---3.979-2.547-36%-0.708-82%-0.721-82%-0.363-91%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max---837.847--------
Intrinsic Value_10Y_min---699.015--------
Intrinsic Value_1Y_max---20.756--------
Intrinsic Value_1Y_min---20.350--------
Intrinsic Value_3Y_max---110.531--------
Intrinsic Value_3Y_min---104.550--------
Intrinsic Value_5Y_max---258.377--------
Intrinsic Value_5Y_min---235.673--------
Market Cap1838278100.0000%1838278187.0001869972638.500-2%2092467688.030-12%2185650100.836-16%2450102240.198-25%
Net Profit Margin--0.2310.157+47%0.110+110%3.469-93%1.789-87%
Operating Margin----0%-0%-0%-0%
Operating Ratio----0%-0%7.607-100%4.253-100%
Pb Ratio1.0210%1.0211.063-4%1.235-17%1.354-25%1.478-31%
Pe Ratio7.0110%7.011-843.222+12127%436.745-98%-29.330+518%-6.481+192%
Price Per Share29.0000%29.00029.500-2%33.010-12%34.477-16%38.649-25%
Price To Free Cash Flow Ratio-1.8220%-1.8221.317-238%1.077-269%0.044-4276%-0.063-97%
Price To Total Gains Ratio28.7060%28.70624.807+16%1384.460-98%357.257-92%174.740-84%
Quick Ratio---0.056-100%0.205-100%0.158-100%0.204-100%
Return On Assets--0.0010.000+46%0.000+66%0.000+154%0.001+5%
Return On Equity--0.0360.021+73%0.012+200%0.011+245%0.017+119%
Total Gains Per Share--1.0100.484+109%0.524+93%0.633+60%0.707+43%
Usd Book Value--108718357.301106263738.024+2%102455454.212+6%98653799.012+10%100714219.127+8%
Usd Book Value Change Per Share--0.0610.017+253%-0.004+107%0.009+548%0.008+661%
Usd Book Value Per Share--1.7151.676+2%1.616+6%1.556+10%1.589+8%
Usd Dividend Per Share---0.012-100%0.036-100%0.029-100%0.035-100%
Usd Eps--0.0620.036+76%0.020+216%0.019+223%0.028+123%
Usd Free Cash Flow---15232455.992-8995419.867-41%-446001.271-97%-934389.537-94%1189673.912-1380%
Usd Free Cash Flow Per Share---0.240-0.142-41%-0.007-97%-0.015-94%0.026-1018%
Usd Free Cash Flow To Equity Per Share---0.240-0.154-36%-0.043-82%-0.044-82%-0.022-91%
Usd Market Cap111031997.2400%111032002.495112946347.365-2%126385048.357-12%132013266.090-16%147986175.308-25%
Usd Price Per Share1.7520%1.7521.782-2%1.994-12%2.082-16%2.334-25%
Usd Profit--3959098.1132247375.869+76%1251185.381+216%1225632.004+223%1777270.623+123%
Usd Revenue--17114102.14512707169.425+35%10712108.682+60%25163487.635-32%82979455.414-79%
Usd Total Gains Per Share--0.0610.029+109%0.032+93%0.038+60%0.043+43%
 EOD+0 -2MRQTTM+18 -15YOY+18 -155Y+16 -1810Y+16 -18

3.2. Fundamental Score

Let's check the fundamental score of Casa de Bolsa Finamex S.A.B. de C.V based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-157.011
Price to Book Ratio (EOD)Between0-11.021
Net Profit Margin (MRQ)Greater than00.231
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than10.000
Current Ratio (MRQ)Greater than10.000
Debt to Asset Ratio (MRQ)Less than10.985
Debt to Equity Ratio (MRQ)Less than167.691
Return on Equity (MRQ)Greater than0.150.036
Return on Assets (MRQ)Greater than0.050.001
Total3/10 (30.0%)

3.3. Technical Score

Let's check the technical score of Casa de Bolsa Finamex S.A.B. de C.V based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5059.159
Ma 20Greater thanMa 5029.000
Ma 50Greater thanMa 10029.000
Ma 100Greater thanMa 20028.960
OpenGreater thanClose29.000
Total2/5 (40.0%)



Latest Balance Sheet

Balance Sheet of 2023-09-30. Currency in MXN. All numbers in thousands.

Summary
Total Assets123,641,143
Total Liabilities121,841,170
Total Stockholder Equity1,799,973
 As reported
Total Liabilities 121,841,170
Total Stockholder Equity+ 1,799,973
Total Assets = 123,641,143

Assets

Total Assets123,641,143
Total Current Assets0
Long-term Assets0
Total Current Assets
Cash And Cash Equivalents 598,760
Total Current Assets  (as reported)0
Total Current Assets  (calculated)598,760
+/- 598,760
Long-term Assets
Property Plant Equipment 130,649
Long Term Investments 106,532,518
Intangible Assets 38,982
Long-term Assets  (as reported)0
Long-term Assets  (calculated)106,702,149
+/- 106,702,149

Liabilities & Shareholders' Equity

Total Current Liabilities0
Long-term Liabilities0
Total Stockholder Equity1,799,973
Total Current Liabilities
Accounts payable 16,689,847
Total Current Liabilities  (as reported)0
Total Current Liabilities  (calculated)16,689,847
+/- 16,689,847
Long-term Liabilities
Long-term Liabilities  (as reported)0
Long-term Liabilities  (calculated)0
+/-0
Total Stockholder Equity
Retained Earnings 263,945
Total Stockholder Equity (as reported)1,799,973
Total Stockholder Equity (calculated)263,945
+/- 1,536,028
Other
Capital Stock633,889
Property Plant and Equipment Gross 130,649



Balance Sheet

Currency in MXN. All numbers in thousands.

 Trend2023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-06-302005-03-312004-12-312004-06-302004-03-312003-03-312002-12-312002-09-302002-06-302002-03-312001-12-312001-09-302001-06-302001-03-312000-12-31
> Total Assets 
705,018
798,526
798,526
579,429
548,808
476,163
476,163
435,040
435,040
0
474,868
474,868
430,000
1,726,405
1,726,405
692,000
662,349
662,349
1,052,642
929,000
1,069,761
1,069,761
858,000
944,000
0
2,216,031
3,299,000
4,583,035
9,771,011
5,190,696
1,754,000
2,776,646
3,690,149
3,270,699
2,380,000
4,789,290
5,975,815
7,375,933
6,242,000
7,056,704
35,004,657
40,937,039
49,746,000
36,716,627
36,142,582
38,567,235
47,374,000
49,397,772
39,182,811
54,798,752
39,235,000
59,063,947
57,581,134
47,372,790
42,493,000
67,995,389
48,547,511
38,036,067
47,803,000
46,277,519
62,650,639
87,728,381
49,608,000
67,442,085
63,453,295
70,794,635
102,739,000
104,594,984
114,943,727
118,125,538
108,108,083
132,852,387
132,273,888
116,241,119
93,435,000
131,997,592
125,421,852
118,695,540
61,466,000
67,916,345
57,207,274
84,412,748
86,777,000
107,860,441
126,141,163
123,641,143
123,641,143126,141,163107,860,44186,777,00084,412,74857,207,27467,916,34561,466,000118,695,540125,421,852131,997,59293,435,000116,241,119132,273,888132,852,387108,108,083118,125,538114,943,727104,594,984102,739,00070,794,63563,453,29567,442,08549,608,00087,728,38162,650,63946,277,51947,803,00038,036,06748,547,51167,995,38942,493,00047,372,79057,581,13459,063,94739,235,00054,798,75239,182,81149,397,77247,374,00038,567,23536,142,58236,716,62749,746,00040,937,03935,004,6577,056,7046,242,0007,375,9335,975,8154,789,2902,380,0003,270,6993,690,1492,776,6461,754,0005,190,6969,771,0114,583,0353,299,0002,216,0310944,000858,0001,069,7611,069,761929,0001,052,642662,349662,349692,0001,726,4051,726,405430,000474,868474,8680435,040435,040476,163476,163548,808579,429798,526798,526705,018
   > Total Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
47,642,000
25,445,304
57,297,689
85,157,024
49,484,000
28,876,681
36,832,261
27,430,971
102,642,000
37,589,455
48,153,701
44,121,760
110,534,000
45,359,520
47,434,024
28,334,334
93,334,000
131,826,493
125,281,898
28,056,734
61,321,000
34,411,417
16,390,541
17,151,598
13,353,719
23,342,988
125,171,122
0
0125,171,12223,342,98813,353,71917,151,59816,390,54134,411,41761,321,00028,056,734125,281,898131,826,49393,334,00028,334,33447,434,02445,359,520110,534,00044,121,76048,153,70137,589,455102,642,00027,430,97136,832,26128,876,68149,484,00085,157,02457,297,68925,445,30447,642,0000000000000000000000000000000000000000000000000000000000000
       Cash And Cash Equivalents 
16,793
1,156
1,156
6,861
6,499
9,430
9,430
5,867
5,867
0
67,648
67,648
9,000
12,503
12,503
5,000
13,016
13,016
10,422
21,000
21,579
21,579
22,000
156,000
0
187,092
490,000
738,710
598,274
518,593
2,000
1,528
1,242
653
1,000
1,116
819
504
1,000
456
608
97,571
122,000
137,554
124,275
406,866
269,000
586,457
0
265,092
285,000
564,816
543,069
291,122
308,000
664,129
639,474
314,506
1,391,000
1,131,261
377,570
1,075,395
274,000
1,266,935
405,969
1,066,287
809,000
469,114
617,494
255,438
1,031,549
2,416,000
2,039,637
2,636,222
1,339,000
1,526,000
1,262,000
1,184,000
1,334,000
2,526,000
988,194
1,229,929
1,025,000
1,713,586
839,043
598,760
598,760839,0431,713,5861,025,0001,229,929988,1942,526,0001,334,0001,184,0001,262,0001,526,0001,339,0002,636,2222,039,6372,416,0001,031,549255,438617,494469,114809,0001,066,287405,9691,266,935274,0001,075,395377,5701,131,2611,391,000314,506639,474664,129308,000291,122543,069564,816285,000265,0920586,457269,000406,866124,275137,554122,00097,5716084561,0005048191,1161,0006531,2421,5282,000518,593598,274738,710490,000187,0920156,00022,00021,57921,57921,00010,42213,01613,0165,00012,50312,5039,00067,64867,64805,8675,8679,4309,4306,4996,8611,1561,15616,793
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
11,000
0
0
0
0
0
0
0
0
0
0
0
0
0
0
6,203
0
385
123,000
0
2,312
17,122
130,000
3,416
1,730
6,514
130,000
12,240
28
34,026,153
0
0
0
427,498
37,180,000
0
0
26,691,000
26,451,000
0
0
0
31,576,000
0
0
0
25,580,000
0
35,326,046
54,390,000
29,157,000
0
0
0
0
20,974
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000020,974000029,157,00054,390,00035,326,046025,580,00000031,576,00000026,451,00026,691,0000037,180,000427,49800034,026,1532812,240130,0006,5141,7303,416130,00017,1222,3120123,00038506,2030000000000000011,000000000000000
       Net Receivables 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
10,979,000
18,390,979
11,588,065
21,362,806
10,160,000
22,719,118
28,819,364
19,276,657
6,461,000
28,892,474
36,249,430
29,036,512
4,431,000
26,396,734
20,595,113
16,819,582
2,199,000
31,016,003
24,509,648
23,826,968
7,523,000
26,835,178
9,726,133
9,386,686
6,306,255
16,001,971
0
0
0016,001,9716,306,2559,386,6869,726,13326,835,1787,523,00023,826,96824,509,64831,016,0032,199,00016,819,58220,595,11326,396,7344,431,00029,036,51236,249,43028,892,4746,461,00019,276,65728,819,36422,719,11810,160,00021,362,80611,588,06518,390,97910,979,0000000000000000000000000000000000000000000000000000000000000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
28,292,000
239,698
39,503,245
57,644,233
32,013,000
1,213,901
2,095,527
2,461,383
88,457,000
2,610,939
3,083,219
3,943,665
96,506,000
3,782,533
3,717,296
3,269,904
84,117,000
980,180
78,993,378
854,374
50,349,000
2,098,693
1,901,834
1,730,971
1,488,892
1,658,325
92,122,645
0
092,122,6451,658,3251,488,8921,730,9711,901,8342,098,69350,349,000854,37478,993,378980,18084,117,0003,269,9043,717,2963,782,53396,506,0003,943,6653,083,2192,610,93988,457,0002,461,3832,095,5271,213,90132,013,00057,644,23339,503,245239,69828,292,0000000000000000000000000000000000000000000000000000000000000
   > Long-term Assets 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Property Plant Equipment 
79,965
80,733
80,733
78,599
74,445
74,499
74,499
37,270
37,270
0
35,454
35,454
36,000
35,426
35,426
36,000
35,838
35,838
36,421
24,000
23,882
23,882
25,000
26,000
0
27,493
27,000
26,094
28,547
28,054
36,000
35,872
17,128
20,487
20,000
19,455
20,058
19,912
19,000
21,060
20,013
23,026
23,000
21,822
23,849
25,193
50,000
48,169
46,195
45,087
50,000
48,946
47,507
46,488
47,000
43,801
41,168
40,209
41,000
40,522
38,372
35,756
32,000
29,520
26,084
23,687
22,000
21,620
19,366
17,580
21,000
21,516
29,342
29,569
27,000
24,050
21,499
21,302
25,000
61,120
145,557
142,546
151,000
142,924
138,193
130,649
130,649138,193142,924151,000142,546145,55761,12025,00021,30221,49924,05027,00029,56929,34221,51621,00017,58019,36621,62022,00023,68726,08429,52032,00035,75638,37240,52241,00040,20941,16843,80147,00046,48847,50748,94650,00045,08746,19548,16950,00025,19323,84921,82223,00023,02620,01321,06019,00019,91220,05819,45520,00020,48717,12835,87236,00028,05428,54726,09427,00027,493026,00025,00023,88223,88224,00036,42135,83835,83836,00035,42635,42636,00035,45435,454037,27037,27074,49974,49974,44578,59980,73380,73379,965
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
36,000
20,667,032
5,217,088
2,444,559
6,000
38,419,112
26,477,925
43,222,888
6,000
74,973,495
77,832,968
88,559,742
80,342,109
103,246,357
109,351,372
96,252,652
5,982,000
98,152,411
89,176,271
92,544,970
1,935,000
36,088,849
44,322,360
71,806,842
3,235,000
88,229,048
96,939,350
106,532,518
106,532,51896,939,35088,229,0483,235,00071,806,84244,322,36036,088,8491,935,00092,544,97089,176,27198,152,4115,982,00096,252,652109,351,372103,246,35780,342,10988,559,74277,832,96874,973,4956,00043,222,88826,477,92538,419,1126,0002,444,5595,217,08820,667,03236,0000000000000000000000000000000000000000000000000000000000000
       Intangible Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
72,000
0
0
0
45,000
0
0
42,372
41,000
0
0
0
38,000
0
36,000
35,000
34,000
0
0
0
31,000
0
0
29,000
0
26,000
26,000
25,000
24,000
24,000
23,000
22,000
21,000
20,000
19,113
18,271
29,000
30,169
33,335
38,982
38,98233,33530,16929,00018,27119,11320,00021,00022,00023,00024,00024,00025,00026,00026,000029,0000031,00000034,00035,00036,000038,00000041,00042,3720045,00000072,0000000000000000000000000000000000000000000000000
> Total Liabilities 
52,400
107,823
107,823
98,481
93,277
79,971
79,971
57,245
57,245
0
37,906
37,906
47,000
1,306,664
1,306,664
176,000
132,240
132,240
458,024
262,000
354,523
354,523
113,000
172,000
0
1,367,692
2,377,000
3,586,995
8,858,173
4,210,808
737,000
1,684,702
2,632,835
2,144,375
1,228,000
3,649,878
4,803,494
6,157,064
4,909,000
5,804,915
33,745,392
39,600,029
48,390,000
35,356,963
34,761,471
37,095,433
45,924,000
47,899,319
37,588,636
53,144,118
37,502,000
57,296,293
55,858,329
45,654,453
40,734,000
66,258,740
46,856,505
36,254,169
45,902,000
44,507,732
60,874,692
85,951,975
47,834,000
65,631,691
61,888,764
69,192,089
101,136,000
103,069,522
113,475,461
116,733,918
106,674,247
131,541,830
130,782,433
114,509,618
91,702,000
130,280,468
123,727,904
116,950,951
59,821,000
66,224,108
55,486,760
82,685,371
85,034,000
106,102,014
124,405,228
121,841,170
121,841,170124,405,228106,102,01485,034,00082,685,37155,486,76066,224,10859,821,000116,950,951123,727,904130,280,46891,702,000114,509,618130,782,433131,541,830106,674,247116,733,918113,475,461103,069,522101,136,00069,192,08961,888,76465,631,69147,834,00085,951,97560,874,69244,507,73245,902,00036,254,16946,856,50566,258,74040,734,00045,654,45355,858,32957,296,29337,502,00053,144,11837,588,63647,899,31945,924,00037,095,43334,761,47135,356,96348,390,00039,600,02933,745,3925,804,9154,909,0006,157,0644,803,4943,649,8781,228,0002,144,3752,632,8351,684,702737,0004,210,8088,858,1733,586,9952,377,0001,367,6920172,000113,000354,523354,523262,000458,024132,240132,240176,0001,306,6641,306,66447,00037,90637,906057,24557,24579,97179,97193,27798,481107,823107,82352,400
   > Total Current Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
45,761,000
43,558,418
60,730,537
85,496,475
47,834,000
65,631,691
61,888,756
69,192,063
98,590,000
103,058,824
113,467,050
116,733,912
109,369,000
131,541,830
130,782,433
114,509,618
91,702,000
130,276,471
123,727,732
116,950,951
59,821,000
66,180,775
55,371,156
82,571,408
86,037,550
106,003,340
0
0
00106,003,34086,037,55082,571,40855,371,15666,180,77559,821,000116,950,951123,727,732130,276,47191,702,000114,509,618130,782,433131,541,830109,369,000116,733,912113,467,050103,058,82498,590,00069,192,06361,888,75665,631,69147,834,00085,496,47560,730,53743,558,41845,761,0000000000000000000000000000000000000000000000000000000000000
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
31,762,000
29,453,520
42,915,368
60,066,009
30,019,000
44,397,517
31,279,947
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000031,279,94744,397,51730,019,00060,066,00942,915,36829,453,52031,762,0000000000000000000000000000000000000000000000000000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
31,762,000
29,453,520
42,915,368
60,066,009
30,019,000
44,397,517
31,279,947
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000031,279,94744,397,51730,019,00060,066,00942,915,36829,453,52031,762,0000000000000000000000000000000000000000000000000000000000000
       Accounts payable 
25,807
60,197
60,197
522
494
0
0
1,617
1,617
0
10,257
10,257
0
1,279,088
1,279,088
11,000
119,736
119,736
0
3,000
326,947
326,947
0
5,000
0
1,239,344
2,000
3,039,527
4,468,499
20,454
0
40,339
42,588
0
0
0
0
0
0
0
0
0
2,065,000
0
2,926,000
2,148,000
3,035,000
6,351,000
5,554,000
21,178,000
8,076,000
0
14,214,000
9,945,000
3,653,000
0
0
0
5,426,000
0
11,454,000
16,408,000
6,048,000
0
23,316,000
16,340,000
14,419,000
38,615,648
44,163,671
38,483,901
12,228,000
22,987,000
19,478,099
15,019,000
17,990,000
50,308,639
27,606,423
23,395,899
13,476,000
27,526,671
14,928,537
12,949,168
0
12,838,069
23,675,208
16,689,847
16,689,84723,675,20812,838,069012,949,16814,928,53727,526,67113,476,00023,395,89927,606,42350,308,63917,990,00015,019,00019,478,09922,987,00012,228,00038,483,90144,163,67138,615,64814,419,00016,340,00023,316,00006,048,00016,408,00011,454,00005,426,0000003,653,0009,945,00014,214,00008,076,00021,178,0005,554,0006,351,0003,035,0002,148,0002,926,00002,065,00000000000042,58840,339020,4544,468,4993,039,5272,0001,239,34405,0000326,947326,9473,0000119,736119,73611,0001,279,0881,279,088010,25710,25701,6171,6170049452260,19760,19725,807
       Other Current Liabilities 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,536,000
14,099,967
6,359,810
9,021,281
11,758,000
21,233,782
7,291,894
6,876,310
28,575,000
3,285,553
4,858,088
3,649,648
19,742,000
7,746,739
4,162,553
5,804,491
4,797,000
50,367,433
5,603,324
7,022,585
7,277,000
30,888,835
4,385,054
5,480,508
9,164,544
19,737,273
0
0
0019,737,2739,164,5445,480,5084,385,05430,888,8357,277,0007,022,5855,603,32450,367,4334,797,0005,804,4914,162,5537,746,73919,742,0003,649,6484,858,0883,285,55328,575,0006,876,3107,291,89421,233,78211,758,0009,021,2816,359,81014,099,9678,536,0000000000000000000000000000000000000000000000000000000000000
   > Long-term Liabilities 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
68,883
0
0
92,000
54,754
51,551
57,117
59,211
57,310
52,960
53,735
54,785
63,262
60,620
63,742
67,300
66,705
65,659
60,964
57,591
0
0
0
0
0
0
0
000000057,59160,96465,65966,70567,30063,74260,62063,26254,78553,73552,96057,31059,21157,11751,55154,75492,0000068,88300000000000000000000000000000000000000000000000000000000000
> Total Stockholder Equity
625,236
690,432
690,432
480,670
455,268
393,763
393,763
377,587
377,587
377,795
436,719
436,719
383,000
419,508
419,508
516,000
529,821
529,821
594,290
667,000
715,234
715,234
745,000
772,000
772,000
848,339
922,000
996,040
912,838
979,889
1,016,000
1,091,558
1,053,516
1,123,120
1,148,000
1,134,970
1,167,504
1,214,709
1,327,000
1,245,220
1,252,169
1,328,778
1,347,000
1,350,857
1,372,204
1,471,802
1,450,000
1,498,452
1,594,175
1,654,633
1,733,000
1,767,653
1,722,804
1,718,336
1,759,000
1,736,650
1,691,005
1,781,897
1,901,000
1,769,786
1,775,946
1,776,405
1,774,000
1,810,395
1,564,531
1,602,546
1,603,000
1,525,462
1,468,266
1,391,620
1,433,836
1,310,557
1,491,455
1,731,501
1,733,000
1,717,123
1,693,948
1,744,588
1,645,000
1,692,237
1,720,514
1,727,378
1,743,000
1,758,427
1,735,935
1,799,973
1,799,9731,735,9351,758,4271,743,0001,727,3781,720,5141,692,2371,645,0001,744,5881,693,9481,717,1231,733,0001,731,5011,491,4551,310,5571,433,8361,391,6201,468,2661,525,4621,603,0001,602,5461,564,5311,810,3951,774,0001,776,4051,775,9461,769,7861,901,0001,781,8971,691,0051,736,6501,759,0001,718,3361,722,8041,767,6531,733,0001,654,6331,594,1751,498,4521,450,0001,471,8021,372,2041,350,8571,347,0001,328,7781,252,1691,245,2201,327,0001,214,7091,167,5041,134,9701,148,0001,123,1201,053,5161,091,5581,016,000979,889912,838996,040922,000848,339772,000772,000745,000715,234715,234667,000594,290529,821529,821516,000419,508419,508383,000436,719436,719377,795377,587377,587393,763393,763455,268480,670690,432690,432625,236
   Common Stock
498,236
527,038
527,038
192,717
182,532
133,088
133,088
279,164
279,164
0
241,267
241,267
257,000
251,298
251,298
267,000
256,813
256,813
260,183
783,000
147,507
147,507
149,000
152,000
0
151,881
152,000
150,074
150,074
150,074
150,000
150,046
150,046
150,046
350,000
349,682
349,682
349,682
350,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
650,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
634,000
633,889
633,889
633,889
633,889
633,889
0
0
00633,889633,889633,889633,889633,889634,000633,889633,889633,889634,000633,889633,889633,889634,000633,889633,889633,889634,000633,889633,889633,889634,000633,889633,889633,889634,000633,889633,889633,889650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000650,000350,000349,682349,682349,682350,000150,046150,046150,046150,000150,074150,074150,074152,000151,8810152,000149,000147,507147,507783,000260,183256,813256,813267,000251,298251,298257,000241,267241,2670279,164279,164133,088133,088182,532192,717527,038527,038498,236
   Retained Earnings Total Equity00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Capital Surplus 00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Treasury Stock00000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
61,000
74,793
74,276
68,213
67,000
68,426
2,163
2,163
2,000
2,163
5,603
5,603
6,000
13,004
12,374
10,852
8,000
8,006
22,129
22,978
23,000
22,270
23,089
23,132
22,280
20,393
5,504
0
05,50420,39322,28023,13223,08922,27023,00022,97822,1298,0068,00010,85212,37413,0046,0005,6035,6032,1632,0002,1632,16368,42667,00068,21374,27674,79361,0000000000000000000000000000000000000000000000000000000000000



Balance Sheet

Currency in MXN. All numbers in thousands.




Cash Flow

Currency in MXN. All numbers in thousands.




Income Statement

Currency in MXN. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue843,015
Cost of Revenue--
Gross Profit-843,015
 
Operating Income (+$)
Gross Profit-
Operating Expense--
Operating Income-0
 
Operating Expense (+$)
Research Development-
Selling General Administrative656,107
Selling And Marketing Expenses-
Operating Expense-656,107
 
Net Interest Income (+$)
Interest Income6,927,849
Interest Expense-7,505,853
Other Finance Cost-0
Net Interest Income-578,004
 
Pretax Income (+$)
Operating Income-
Net Interest Income-578,004
Other Non-Operating Income Expenses-
Income Before Tax (EBT)187,4300
EBIT - interestExpense = -7,505,853
148,833
7,654,686
Interest Expense7,505,853
Earnings Before Interest and Taxes (EBIT)-7,693,283
Earnings Before Interest and Taxes (EBITDA)-
 
After tax Income (+$)
Income Before Tax187,430
Tax Provision-38,597
Net Income From Continuing Ops148,833148,833
Net Income148,833
Net Income Applicable To Common Shares-
 
Non-recurring Events
Discontinued Operations-
Extraordinary Items-
Effect of Accounting Charges-
Other Items-
Non Recurring-
Other Operating Expenses-
Total Other Income/Expenses Net-578,004
 

Technical Analysis of Finamex
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Finamex. The general trend of Finamex is BEARISH with 14.3% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Finamex's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (-14.3%) Bearish trend (14.3%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Casa de Bolsa Finamex S.A.B. de C.V.

The long score for the Support & Resistance is 1/1.
The longshort score for the Support & Resistance is 1/(-1 +1).

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 29.00 < 29.00 < 29.00.

The bearish price targets are: 29.00 > 29.00 > 29.00.

Tweet this
Casa de Bolsa Finamex S.A.B. de C.V Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Casa de Bolsa Finamex S.A.B. de C.V. The current mas is .

The long score for the Moving Averages is 6/14.
The longshort score for the Moving Averages is -2/(-14 +14).

  • MA 20 trending down: The MA 20 is trending down. -1
  • Close < MA 20: The price is below the MA 20. -1
  • MA 20 < MA 50: The MA 20 is lower than the MA 50. -1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below the MA 50. -1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending down: The MA 100 is trending down. -1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 < MA 200: The MA 100 is lower than the MA 200. -1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Casa de Bolsa Finamex S.A.B. de C.V Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Casa de Bolsa Finamex S.A.B. de C.V. The current macd is 0.00100032.

The long score for the Moving Average Convergence/Divergence (MACD) is 1/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is -2/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Finamex price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Finamex. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Finamex price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending down: The MACD line is trending down. This indicates that the short-term moving average is falling faster than the long-term moving average, suggesting negative momentum in the market. This signals that sellers are becoming more active and insecure, leading to potential price decreases as traders anticipate further losses and are willing to sell at lower prices. -1
Casa de Bolsa Finamex S.A.B. de C.V Daily Moving Average Convergence/Divergence (MACD) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Casa de Bolsa Finamex S.A.B. de C.V. The current adx is 18.42.

The long score for the Directional Movement Index (DMI) is 1/7.
The longshort score for the Directional Movement Index (DMI) is 1/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Finamex shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending down: The ADX is below 25 and indicates a weak or no trend. Also, the ADX is declining so there is no trend indication.
Casa de Bolsa Finamex S.A.B. de C.V Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Casa de Bolsa Finamex S.A.B. de C.V. The current sar is 28.81.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Casa de Bolsa Finamex S.A.B. de C.V Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Casa de Bolsa Finamex S.A.B. de C.V. The current rsi is 59.16. The current phase is Correction in bear market.

The long score for the Relative Strength Index (RSI) is 3/13.
The longshort score for the Relative Strength Index (RSI) is 3/(-13 +13).

  • Correction in bear market: Extended price decline in a downtrend, significant pullback. Consider reducing exposure, wait for signs of trend reversal.
Casa de Bolsa Finamex S.A.B. de C.V Daily Relative Strength Index (RSI) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Casa de Bolsa Finamex S.A.B. de C.V. The current phase is Oversold in bear market.

The long score for the Stochastic Oscillator is 0/6.
The longshort score for the Stochastic Oscillator is -6/(-6 +6).

  • STOCH < 50: The STOCH %K is below 50. There are more sellers than buyers. -1
  • STOCH < 20: The STOCH %K is below 20 and oversold. -2
  • STOCH %K line < STOCH %D line: The STOCH %K line is below the STOCH %D line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Finamex price going down in the near term. -2
  • Trending down: The STOCH %K is trending down. -1
Casa de Bolsa Finamex S.A.B. de C.V Daily Stochastic Oscillator ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Casa de Bolsa Finamex S.A.B. de C.V. The current cci is 0.

Casa de Bolsa Finamex S.A.B. de C.V Daily Commodity Channel Index (CCI) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Casa de Bolsa Finamex S.A.B. de C.V. The current cmo is 28.62.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Casa de Bolsa Finamex S.A.B. de C.V Daily Chande Momentum Oscillator (CMO) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Casa de Bolsa Finamex S.A.B. de C.V. The current willr is 0.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Casa de Bolsa Finamex S.A.B. de C.V Daily Williams %R ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Casa de Bolsa Finamex S.A.B. de C.V.

Casa de Bolsa Finamex S.A.B. de C.V Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Casa de Bolsa Finamex S.A.B. de C.V. The current atr is 0.00050144.

Casa de Bolsa Finamex S.A.B. de C.V Daily Average True Range (ATR) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Casa de Bolsa Finamex S.A.B. de C.V. The current obv is 187,696.

Casa de Bolsa Finamex S.A.B. de C.V Daily On-Balance Volume (OBV) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Casa de Bolsa Finamex S.A.B. de C.V. The current mfi is 0.

The long score for the Money Flow Index (MFI) is 0/2.
The longshort score for the Money Flow Index (MFI) is -2/(-2 +2).

  • MFI < 50: -1
  • MFI < 20: -1
Casa de Bolsa Finamex S.A.B. de C.V Daily Money Flow Index (MFI) ChartCasa de Bolsa Finamex S.A.B. de C.V Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Casa de Bolsa Finamex S.A.B. de C.V.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-12-04MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2023-12-11DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
RSI LONG ENTRY SHORT CLOSE30 crossover to upside
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-13MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.

6.3. Candlestick Patterns

Casa de Bolsa Finamex S.A.B. de C.V Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Casa de Bolsa Finamex S.A.B. de C.V based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5059.159
Ma 20Greater thanMa 5029.000
Ma 50Greater thanMa 10029.000
Ma 100Greater thanMa 20028.960
OpenGreater thanClose29.000
Total2/5 (40.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Finamex with someone you think should read this too:
  • Are you bullish or bearish on Finamex? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Finamex? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Casa de Bolsa Finamex S.A.B. de C.V

I send you an email if I find something interesting about Casa de Bolsa Finamex S.A.B. de C.V.


Comments

How you think about this?

Leave a comment

Stay informed about Casa de Bolsa Finamex S.A.B. de C.V.

Receive notifications about Casa de Bolsa Finamex S.A.B. de C.V in your mailbox!