INVEXA.MX
Strong BuySecond WindAI neutralINVEX Controladora, S.A.B. de C.V. · Financial Services · Mexico · $974M
MXN 104.55 +0.0% · close 5 Oct · scored 7 Oct
Second Wind: Cheap and rising again, but the business does not yet earn the optimism.
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INVEX is a Mexican financial group covering banking, credit cards, leasing and brokerage. Its share price momentum is strong and it may gain from nearshoring-related lending. However, its quality scores are weak, forward estimates were trimmed slightly last month, and it is a mid-sized lender competing against larger banks.
ABOUT INVEX CONTROLADORA, S.A.B. DE C.V.
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INVEX Controladora, S.A.B. de C.V. is a Mexican financial services holding company engaged in private banking, corporate banking, fiduciary services, and credit card operations. The company distinguishes itself through its highly specialized, niche-focused private banking model and its rapidly growing digital credit card business. INVEX's competitive advantage lies in its agile decision-making and customized financial solutions for high-net-worth individuals and mid-sized corporations.
FINANCIAL SUMMARY (MXN)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 6.8B | 8.4B | 20.6B | 26.6B | 57.3% | 11.5B | 27.5B | 31.1B | 8.2% |
| EPS (MXN) | 8.34 | 6.40 | 11.79 | 21.52 | 37.1% | 18.45 | 28.85 | 34.04 | 25.8% |
| Shares | 163.1M | 163.1M | 163.1M | 163.1M | 0.0% | 163.1M | — | — | — |
| Debt | 13.6B | 11.3B | 11.0B | 17.3B | 8.3% | — | — | — | — |
| Equity | 11.4B | 12.3B | 14.1B | 17.2B | 14.8% | — | — | — | — |
| Op CF | -3.8B | -1.7B | 5.1B | -4.2B | — | -9.2B | — | — | — |
| Inv CF | 47.0M | -868.0M | -1.0B | -1.6B | — | — | — | — | — |
| Fin CF | -72.0M | -78.0M | -881.0M | 5.9B | — | — | — | — | — |
Calmer than 99% of stocks we rank over the past year (9% a year).
How this is worked out
What it measures: day-to-day price moves over the past year, as a yearly figure, ranked against every stock we cover. Very calm under 20% a year, Calm 20 to 30%, Average 30 to 40%, Bumpy 40 to 55%, Very bumpy above that.
What we found: across about 13,500 stocks in 34 markets (2002 to 2025), past swings were a good guide to the next year's, and bumpier stocks fell further. How much further changed too much between eras to put a number on it.
Calm is not safe: a calm stock can still slide steadily.
Rules fixed before any data was fetched. Describes the chart, not a recommendation.
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Financial Services, ranked by industry match, size, and score similarity. Cross-listings of INVEXA.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| INVEXA.MX | INVEX Controladora, S.A.B. de C.V.(you) | $974M | 85 | Strong Buy |
| ACTINVRB.MX | Corporación Actinver, S. A. B. de C. V. | $643M | 89 | Strong Buy |
| GBMO.MX | Corporativo GBM, S.A.B. de C.V. | $1.5B | 21 | Sell |
| BOLSAA.MX | Bolsa Mexicana de Valores, S.A.B. de C.V. | $1.2B | 84 | Strong Buy |
| RA.MX | Regional S.A.B. de C.V. | $2.1B | 73 | Buy |
| BBAJIOO.MX | Banco del Bajío, S.A., Institución de Banca Múltiple | $3.9B | 89 | Strong Buy |
| MXF | The Mexico Fund, Inc. | $302M | 68 | Buy |
| PV.MX | Peña Verde, S.A.B. | $238M | 100 | Strong Buy |
| Q.MX | Quálitas Controladora, S.A.B. de C.V. | $3.5B | 59 | Hold |
| GENTERA.MX | Gentera, S.A.B. de C.V. | $3.5B | 47 | Hold |
Peer medians: ROE 18.3% · P/E 8.8x · Gross margin 95.6%
Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.