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Invex Controladora SAB de CV Class A

Invex Controladora SAB de CV Class A

104.55
MXN
0.00
(0.00%)
24.72EPS
4.49P/E
16.31BMarket Cap
Mar 03Next Earn
Invex Controladora SAB de CV Class A
BMV:INVEX/A
(Mexican Stock Exchange)

Recent

price

104.55

P/E

ratio

4.49

div

yld

0.60%

ROIC.AI

2010
2011
2012
2013
2014
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
TTM
MXN
8.44
8.86
9.83
13.32
17.48
16.83
20.41
28.43
26.63
30.19
30.1
34.32
41.87
51.38
126.25
162.96
169.78
Revenue per Share
1.18
1.56
4.78
2.49
2.32
2.24
3.46
4.97
3.7
4.93
3.46
7.47
8.34
6.4
11.79
21.52
22.3
Basic EPS, GAAP
0.3
3.1
14.14
3.07
-11.02
8.88
2.52
-10.53
1.99
-1.66
10.87
6.88
-24.09
-17.2
22.49
-38.07
-78.62
Free Cash Flow per Basic Share
0.15
0.17
0.19
0.4
- -
0.23
0.26
0.28
0.31
0.34
- -
0.77
0.44
0.48
0.52
0.57
0.63
Dividend per Share
20.88
22.59
24.97
26.64
28.61
30.87
34.41
40.7
48.12
52.52
55.66
63.84
69.73
75.15
86.47
105.63
120.83
Book Value per Share
20.88
22.59
24.97
26.64
28.49
30.8
34.4
40.7
48.12
51.94
53.43
60.87
58.76
64.17
76.06
98.41
118.6
Tangible Book Value per Share
161
161
161
161
161
161
156
160
163
163
163
163
163
163
163
163
161
Basic Weighted Avg Shares
1,362
1,430
1,585
2,148
2,820
2,715
3,187
4,538
4,343
4,924
4,910
5,597
6,829
8,380
20,592
26,580
27,379
Sales/Revenue/Turnover
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Operating Margin (%)
34
18
18
21
25
38
52
95
104
127
139
118
110
144
271
286
365
Depreciation Expense
190
252
771
401
375
361
541
793
604
804
564
1,218
1,360
1,044
1,923
3,510
3,595
Net Income, GAAP
21.81
26.32
11.89
13.58
- -
13.3
23.48
33.22
32.51
21.44
15.52
24.03
25.92
42.24
30.06
31.98
33.85
Effective Tax Rate (%)
13.95
17.62
48.64
18.67
13.3
13.3
16.98
17.47
13.91
16.33
11.49
21.76
19.92
12.46
9.34
13.21
13.13
Profit Margin (%)
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Working Capital
2,898
2,905
3,119
5,367
6,575
9,192
8,904
10,941
10,284
9,914
10,187
11,272
13,638
11,347
11,044
17,313
21,351
LT Debt
3,369
3,644
4,028
4,298
4,616
5,007
5,602
6,934
8,856
9,649
10,141
11,470
12,435
13,243
15,334
18,790
21,517
Total Equity
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
- -
Return on Invested Capital (%)
3.25
3.93
11.26
4.77
- -
2.81
3.77
4.95
3
3.86
2.76
5.7
5.56
4.54
7.26
9.63
8.78
Return on Capital (%)
6.22
7.19
20.1
9.63
8.41
7.53
10.28
13.01
8.34
9.8
6.39
12.5
12.49
8.84
14.59
22.41
20.18
Return on Common Equity (%)

Capital Structure

MXN

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
- -
- -
- -
LT Borrowings
- -
- -
- -
LT Finance Leases
- -
- -
- -
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
163
163
163
Market Capitalization
15,497
15,495
16,310

Working Capital

MXN

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
- -
- -
- -
Cash, Cash Equivalents & STI
6,515
14,201
5,361
Accounts Receivable, Net
- -
- -
- -
Inventories
- -
- -
- -
Total Current Liabilities
- -
- -
- -
Payables & Accruals
- -
- -
- -
ST Debt
- -
- -
- -
Deferred Revenue
- -
- -
- -

Growth Rates

MXN

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
14.38%
13.27%
22.54%
Free Cash Flow
-267.38%
-203.11%
-269.23%
Net Income, GAAP
34.7%
54.22%
82.53%
Sales/Revenue/Turnover
30.21%
46.7%
29.08%
Total Cash Common Dividend
- -
- -
9.41%

Quarterly Revenue

MXN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2,384
1,838
2,190
6,024
20,592
2025
4,578
3,741
- -
14,287
26,580
2026
4,435
4,917
- -
- -
- -

Quarterly Earnings Per Share

MXN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
2
2.17
2.79
4.57
11.79
2025
15
3.19
- -
3.48
21.52
2026
11
4.87
- -
- -
- -

Quarterly Dividends Per Share

MXN

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
0.52
2025
- -
- -
- -
- -
0.57
2026
0.59
0.05
- -
- -
- -
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Business
INVEX Controladora, S.A.B. de C.V. (BMV: INVEXA) is a Mexico-based multi-sector holding company that operates a diversified portfolio of businesses spanning financial services, energy transition, infrastructure investments, and principal investments. Through its key subsidiaries, including INVEX Grupo Financiero (encompassing Banco Invex for commercial, consumer, and private banking; Invex Casa de Bolsa for brokerage services; Invex Operadora for asset management; INVEX Fiduciario for trustee and leasing services; and INVEX Consumo for consumer credit), Ammper Energía for electricity supply, commodities trading, distributed generation, and electrical infrastructure; INVEX Grupo Infraestructura for toll roads, midstream fuel terminals, public-private partnerships, and real estate projects; and INVEX Capital y Activos for private equity and real estate developments, the company provides comprehensive financial products such as credit cards (including co-branded offerings like Volaris INVEX), structured bonds, mutual funds (e.g., INVEXMP B1, INVEXBE), retirement savings plans (INVEX Renacer), factoring, and digital banking solutions via Now Bank, alongside energy and infrastructure concessions targeting corporate clients, high-net-worth individuals, and institutional investors primarily in Mexico and select international markets including the United States. Headquartered in Mexico City and founded in 1991 through the establishment of INVEX Casa de Bolsa, INVEX Controladora transformed into its current holding structure in 2007 to expand beyond finance into infrastructure and energy sectors. In recent developments, the company restructured in 2024 by integrating INVEX Grupo Infraestructura under INVEX Capital as part of its Principal Investments division; completed a partial sale of its 10.8% stake in toll road operator Gana to FIBRAeMX in 2025 in exchange for CBFE units; executed sales of remaining stakes in the Jaguar Solar portfolio (totaling 33% divestment by 2023-2024) via subsidiary Zuma Energía; reached one million credit cards placed and launched neobank Now Bank in 2023; capitalized Ammper Energía's expansion into Texas electricity supply and Querétaro industrial infrastructure projects in 2024-2025; appointed Juan B. Guichard Cortina as CEO in May 2025 succeeding Juan Bautista Guichard Michel, who remains Chairman; and earned accolades such as the Morningstar 2025 award for INVEXMP B1 and Fintech Américas Gold for financial inclusion in 2025.