INVEX Controladora Current Valuation vs. Price To Earning

INVEXA Stock  MXN 83.00  2.00  2.47%   
Based on the key profitability measurements obtained from INVEX Controladora's financial statements, INVEX Controladora SAB may not be well positioned to generate adequate gross income at the moment. It has a very high risk of underperforming in January. Profitability indicators assess INVEX Controladora's ability to earn profits and add value for shareholders.
For INVEX Controladora profitability analysis, we use financial ratios and fundamental drivers that measure the ability of INVEX Controladora to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well INVEX Controladora SAB utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between INVEX Controladora's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of INVEX Controladora SAB over time as well as its relative position and ranking within its peers.
  
Check out Risk vs Return Analysis.
Please note, there is a significant difference between INVEX Controladora's value and its price as these two are different measures arrived at by different means. Investors typically determine if INVEX Controladora is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, INVEX Controladora's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.

INVEX Controladora SAB Price To Earning vs. Current Valuation Fundamental Analysis

Comparative valuation techniques use various fundamental indicators to help in determining INVEX Controladora's current stock value. Our valuation model uses many indicators to compare INVEX Controladora value to that of its competitors to determine the firm's financial worth.
INVEX Controladora SAB is rated second overall in current valuation category among its peers. It is rated third overall in price to earning category among its peers . The ratio of Current Valuation to Price To Earning for INVEX Controladora SAB is about  2,337,267,794 . Comparative valuation analysis is a catch-all model that can be used if you cannot value INVEX Controladora by discounting back its dividends or cash flows. This model doesn't attempt to find an intrinsic value for INVEX Controladora's Stock. Still, instead, it compares the stock's price multiples to a benchmark or nearest competition to determine if the stock is relatively undervalued or overvalued.

INVEX Current Valuation vs. Competition

INVEX Controladora SAB is rated second overall in current valuation category among its peers. After adjusting for long-term liabilities, total market size of Financials industry is currently estimated at about 3,390.99 Trillion. INVEX Controladora adds roughly 37.26 Billion in current valuation claiming only tiny portion of equities under Financials industry.

INVEX Price To Earning vs. Current Valuation

Enterprise Value is a firm valuation proxy that approximates the current market value of a company. It is typically used to determine the takeover or merger price of a firm. Unlike Market Cap, this measure takes into account the entire liquid asset, outstanding debt, and exotic equity instruments that the company has on its balance sheet. When a takeover occurs, the parent company will have to assume the target company's liabilities but will take possession of all cash and cash equivalents.

INVEX Controladora

Enterprise Value

 = 

Market Cap + Debt

-

Cash

 = 
37.26 B
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

INVEX Controladora

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
15.94 X
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.

INVEX Price To Earning Comparison

INVEX Controladora is currently under evaluation in price to earning category among its peers.

INVEX Controladora Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in INVEX Controladora, profitability is also one of the essential criteria for including it into their portfolios because, without profit, INVEX Controladora will eventually generate negative long term returns. The profitability progress is the general direction of INVEX Controladora's change in net profit over the period of time. It can combine multiple indicators of INVEX Controladora, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
INVEX Controladora, S.A.B. de C.V., through its subsidiaries, provides customized financial products and services to individual and corporate customers. It operates seven offices in Mexico, including San ngel and Lomas de Chapultepec in Mexico City, as well as Monterrey, Guadalajara, Quertaro, Mrida, and Veracruz and 1 office in Miami in the United States. INVEX CONTROLADORA operates under Capital Markets classification in Mexico and is traded on Mexico Stock Exchange. It employs 1644 people.

INVEX Profitability Driver Comparison

Profitability drivers are factors that can directly affect your investment outlook on INVEX Controladora. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of INVEX Controladora position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the INVEX Controladora's important profitability drivers and their relationship over time.

Use INVEX Controladora in pair-trading

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if INVEX Controladora position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in INVEX Controladora will appreciate offsetting losses from the drop in the long position's value.

INVEX Controladora Pair Trading

INVEX Controladora SAB Pair Trading Analysis

The ability to find closely correlated positions to INVEX Controladora could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace INVEX Controladora when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back INVEX Controladora - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling INVEX Controladora SAB to buy it.
The correlation of INVEX Controladora is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as INVEX Controladora moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if INVEX Controladora SAB moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for INVEX Controladora can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your INVEX Controladora position

In addition to having INVEX Controladora in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Medical Equipment Theme
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Medical Equipment theme has 61 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Medical Equipment Theme or any other thematic opportunities.
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Other Information on Investing in INVEX Stock

To fully project INVEX Controladora's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of INVEX Controladora SAB at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include INVEX Controladora's income statement, its balance sheet, and the statement of cash flows.
Potential INVEX Controladora investors and stakeholders can use historical trends found within financial statements to determine how well the company is positioned for the future. Although INVEX Controladora investors may work on each financial statement separately, they are all related. The changes in INVEX Controladora's assets and liabilities, for example, are also reflected in the revenues and expenses that we see on INVEX Controladora's income statement, which results in the company's gains or losses. Cash flows can provide more information regarding cash listed on a balance sheet but not equivalent to net income shown on the income statement. Please read more on our technical analysis and fundamental analysis pages.