Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
PESO.V
STRONG SELLREMOVEPesoRama Inc. · Consumer Defensive · Canada · $85M · Avg Vol: $126K/d
PesoRama is a micro-cap dollar store operator in Mexico with weak quality metrics (Q: 18) and no clear competitive advantage or alignment with our core macro themes.
COMPANY DESCRIPTION
PesoRama Inc. is a Canadian-based value retailer operating a chain of 'JOI Dollar Plus' stores across Mexico. The company targets the rapidly growing Mexican middle class by offering a wide range of household goods, consumables, and seasonal items at low, fixed price points. PesoRama's competitive moat is its first-mover advantage in a highly fragmented retail market that lacks a dominant, national dollar-store competitor.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | 2026 | CAGR |
|---|---|---|---|---|---|---|
| Revenue | — | 10.3M | 14.5M | 16.5M | 18.8M | 22.5% |
| EPS | — | -0.05 | -0.04 | -0.04 | -0.08 | — |
| Shares | — | 208.3M | 208.3M | 208.3M | 171.1M | -17.9% |
| Debt | 4.2M | 3.8M | 7.9M | 16.6M | 21.3M | 49.6% |
| Equity | — | 6.2M | 1.5M | -6.3M | -5.5M | -76.2% |
| Op CF | — | -5.2M | -2.4M | -4.1M | -0.8M | — |
| Inv CF | — | -0.9M | -0.8M | -0.5M | -2.1M | — |
| Fin CF | — | 3.5M | 1.7M | 4.3M | 5.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Defensive, ranked by industry match, size, and score similarity. Cross-listings of PESO.V are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| PESO.V | PesoRama Inc.(you) | $85M | 16 | STRONG SELL |
| OGO.V | Organto Foods Inc. | $107M | 19 | STRONG SELL |
| BHST | BioHarvest Sciences Inc. Common Stock | $75M | 4 | STRONG SELL |
| HBFG.CN | Happy Belly Food Group Inc. | $177M | 12 | STRONG SELL |
| KPT.TO | KP Tissue Inc. | $92M | 41 | HOLD |
| SNDL.CN | SNDL Inc. | $373M | 17 | STRONG SELL |
| DOL.TO | Dollarama Inc. | $35.8B | 40 | HOLD |
| HLF.TO | High Liner Foods Incorporated | $290M | 68 | BUY |
| JWEL.TO | Jamieson Wellness Inc. | $1.1B | 49 | HOLD |
| PBH.TO | Premium Brands Holdings Corporation | $3.1B | 29 | SELL |
Peer medians: ROE 11.1% · P/E 18.3x · Gross margin 27.6%