What is INVEX Controladora, S.A.B. de C.V.'s (INVEXA.MX) StockRank?

MoatMap's StockRank for INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) is 53/100, with a Hold signal. This is a composite score combining Quality (39), Value (49), and Momentum (54) factor ranks across MoatMap's 20,000+ stock universe.

Does INVEX Controladora, S.A.B. de C.V. have an economic moat?

INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the financial characteristics of a moated business.

Is INVEX Controladora, S.A.B. de C.V. a buy, hold, or sell?

MoatMap's current signal for INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) is Hold, based on a StockRank of 53/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.

What sector is INVEX Controladora, S.A.B. de C.V. in?

INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) operates in the Financial Services sector, specifically the Capital Markets industry (Mexico).

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INVEXA.MX

HOLD

INVEX Controladora, S.A.B. de C.V. · Financial Services · Mexico · $898M · Avg Vol: $16K/d

StockRank

P/E (TTM)

5.4x

ROE

19.3%

D/E

6.7x

Dividend %

0.6%

Director Trades · 180d

None in 180d →

Buybacks · 180d

None in 180d →

COMPANY DESCRIPTION

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.

PRICE (1Y)-0.4%

SMA 50SMA 200

$5.59

RSI (14)

50.0

52W High

$5.65

From 52W High

1.0%

SCORE BREAKDOWN

Quality

ROIC (ROA)

1.6%*54.1

ROE

19.3%83.5

GP/Assets

0.5%4.9

Op. Margin

19.3%36.8

FCF/Assets

—N/A

Piotroski

374.1

Int. Cover

—N/A

D/E Ratio

6.72x4.1

Current Ratio

1.09x30.8

Value

P/E (TTM)

5.4x91.4

EV/EBITDA

—N/A

P/FCF

—N/A

P/B

0.8x77.0

P/S

1.5x81.3

Div Yield

0.6%7.7

Momentum

52W High %

99%88.6

RS 6M

-11%33.4

SMA 50/200

1.02x48.4

EPS Rev 4W

—N/A

EPS Rev 12W

—N/A

EPS Improve

+51%72.8

Q Growth

-9%21.7

FUNDAMENTALS

Market Cap

$898M

P/E (Forward)

3.6x

Gross Margin

9.7%

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)	$898M	53	HOLD
ACTINVRB.MX	Corporación Actinver, S. A. B. de C. V.	$677M	33	SELL
RA.MX	Regional S.A.B. de C.V.	$2.4B	40	HOLD
Q.MX	Quálitas Controladora, S.A.B. de C.V.	$3.9B	49	HOLD
GENTERA.MX	Gentera, S.A.B. de C.V.	$3.4B	46	HOLD
FMTY14.MX	Fibra Mty, S.A.P.I. de C.V.	$2.0B	33	SELL
MXF	The Mexico Fund, Inc.	$316M	68	BUY
BOLSAA.MX	Bolsa Mexicana de Valores, S.A.B. de C.V.	$1.1B	87	STRONG BUY
BBAJIOO.MX	Banco del Bajío, S.A., Institución de Banca Múltiple	$3.8B	66	BUY
NAFTRACISHRS.MX	iShares NAFTRAC	$5.2B	20	STRONG SELL

Peer medians: ROE 18.5% · P/E 7.2x · Gross margin 6.6%

INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) — Stock Score Summary

INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) has a MoatMap StockRank of 53/100 based on Quality (39/100), Value (49/100), and Momentum (54/100) factor scores. The current signal is HOLD.

Key Financial Metrics

Price	$5.59
Market Cap	$898M
P/E (TTM)	5.38
P/E (Forward)	3.58
Price/Book	0.83
Return on Equity	19.3%
Debt/Equity	672.41
Gross Margin	9.7%
Operating Margin	19.3%
Revenue Growth	14.6%
Dividend Yield	0.6%

INVEX Controladora, S.A.B. de C.V. operates in the Capital Markets industry, part of the Financial Services sector (Mexico).

Frequently Asked Questions

What is INVEX Controladora, S.A.B. de C.V.’s (INVEXA.MX) StockRank?: MoatMap’s StockRank for INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) is 53/100, with a Hold signal. It is a composite of Quality (39), Value (49), and Momentum (54) factor ranks across MoatMap’s 20,000+ stock universe.
Does INVEX Controladora, S.A.B. de C.V. have an economic moat?: INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) has a Quality factor score of 39/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is INVEX Controladora, S.A.B. de C.V. a buy, hold, or sell?: MoatMap’s current signal for INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) is Hold, based on a StockRank of 53/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is INVEX Controladora, S.A.B. de C.V. in?: INVEX Controladora, S.A.B. de C.V. (INVEXA.MX) operates in the Financial Services sector, specifically the Capital Markets industry (Mexico).